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Smart. Scalable. Built for modern financial institutions

Drive faster sales while maintaining compliance and delivering outstanding customer experiences through AI-led automation

Trusted by India’s Leading Financial Institutions

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Unlock growth across
the BFSI spectrum

Tailored solutions for your specific workflows.

Lending

WPSCRM is a smart, end-to-end lending CRM designed for banks, NBFCs, and financial institutions to manage the complete loan lifecycle. From lead capture and borrower onboarding to underwriting, approval, disbursal, and post-disbursal engagement, WPSCRM automates processes, improves efficiency, and ensures compliance.

Insurance

Insurance is a risk management solution that offers financial coverage and peace of mind by protecting individuals and organizations against unforeseen events such as accidents, health issues, property damage, or financial losses.

Broking

Broking involves facilitating the buying and selling of financial instruments such as stocks, bonds, and commodities on behalf of clients, ensuring transparency, compliance, and efficient trade execution.

Fintech

FinTech refers to the integration of advanced technology into financial services to improve efficiency, transparency, security, and customer experience across payments, lending, insurance, and investments.

Banking

Banking services enable individuals and organizations to save, borrow, invest, and transact securely through regulated financial institutions, ensuring trust, stability, and economic growth.

Turn challenges into outcomes
and customer delight

Lead with confidence through a system that unites
your people, processes, and products.

Slash processing times

Slash processing times by automating workflows and eliminating manual bottlenecks.

Seamless collaboration at scale

Enable seamless collaboration at scale, connecting teams, workflows, and data effortlessly.

Stay compliant, stay confident

Ensure full regulatory compliance while maintaining operational confidence and business continuity.

Strategies, tools, and
insights to scale

How Do You Maximize ROI in Financial..

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The Purpose of services

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Emerging Digital Technology Trends in Financial Services

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A Guide to Business Process Management in Financial Services

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Driving Agent Productivity in BFSI with Integrated CRM +..

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Conversational CX: The key to acing the financial services

Customer experience is everything today. Irrespective of how diverse products and solutions.

Grow Like A Pro: Sales Lessons from FinTech Leaders

This webinar teaches how to set clear goals that shape behavior and drive revenue according to your business..

Learn More..

Frequently asked questions

What makes WPSCRM a good fit for financial services businesses?

WPSCRM is built to manage complex, compliance-driven workflows across lending, banking, insurance, fintech, and securities. From customer acquisition to onboarding, engagement, and collections, WPSCRM enables seamless automation, real-time compliance tracking, and complete visibility across every stage of the customer journey.

How does WPSCRM integrate with core banking, LOS/LMS, or trading systems?

WPSCRM offers seamless integrations with CBS, LOS/LMS, back-office systems, trading platforms, and third-party tools. With open and flexible APIs, WPSCRM ensures smooth, secure data flow across all connected platforms.

Is WPSCRM compliant with financial industry regulations?

WPSCRM supports comprehensive audit trails, robust data governance, consent management, KYC workflows, and other critical compliance requirements. Designed for financial institutions, WPSCRM helps maintain regulatory readiness across all functions.

What kind of analytics and reporting does WPSCRM offer?

You get real-time dashboards, campaign attribution, revenue insights, funnel visibility, product-level performance tracking, and more—customized to your role and business goals.

How does WPSCRM support digital onboarding?

WPSCRM enables seamless digital onboarding with dynamic forms, secure document collection, video KYC workflows, and personalized customer journeys—helping reduce drop-offs and accelerate time to conversion.

Can WPSCRM help reduce loan processing turnaround times?

Yes. WPSCRM streamlines the entire loan lifecycle—from digital origination and automated underwriting to real-time approvals and collections—helping significantly reduce turnaround time.

Can WPSCRM improve agent or advisor productivity?

es. WPSCRM tracks daily productivity, automates intelligent lead distribution, enables mobile CRM for field agents, and provides real-time dashboards to monitor performance across sales teams and advisors.

Does WPSCRM support multi-channel engagement?

Built to scale, WPSCRM empowers high-growth teams to manage massive lead volumes and distributed agent networks without compromising performance.

Is WPSCRM scalable for large teams or multi-location operations?

Definitely. Whether managing thousands of leads or hundreds of agents across multiple locations, WPSCRM’s scalable infrastructure supports high-volume operations with ease.

How long does it take to implement WPSCRM for a BFSI organization?

Implementation timelines vary based on complexity, but most BFSI organizations go live on WPSCRM within 2 to 4 months. Our dedicated implementation team ensures a fast, seamless rollout—covering integrations, configurations, and comprehensive user training.

Legacy tech can’t drive growth

Outdated and siloed systems are costing you efficiency and customer experience.
Let’s change that.

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