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Secured, flexible, and scalable customer management software & banking solutions


Financial loan deals

Core Banking system with Customer Management capabilities is the need of an hour for every bank.
• Banks need an end-to-end seamless customer management software
• Businesses need a chance to drive more engaging interactions with their customers by capturing their needs, gaining personalized insights, and placing customers at the core of their digital transformation and innovation. (Need to change the language)


Our solutions offer a platform to manage seamless, consistent and engaging customer journeys across all touchpoints. This includes Marketing features, clubbed with Sales and Service capabilities for Customers.

Customer/Corporate 360

Provides 360-degree information of Customer including summary view of all related information. Branch Staff and Call center agents would not be required to refer various Core applications to get up-to-date Customer Account details\Transactions.

Banking Services

  • Personalized Home page with quick access links to all high priority tasks and Calendar Notifications.
  • Privacy settings made available to Staff members banking with the Organization to avoid access of confidential data by peer.
  • Service Request\Complaint Logging module set in place to ensure all customer requests can be initiated and resolved using a single system, as opposed to agents working and coordinating with multiple systems to service every customer requirement.

Campaign Automation

  • Highly configurable Campaigning Module.
  • Dynamic Campaign Scheduling with multi-channel and Treatment
  • Campaign Automation Executive Dashboard



Analytical Solution

  • Reliable and Accurate Analytical Data
  • Dynamic Campaigning
  • Audit and Fraud Analytics
  • Full insight for Management through Dashboards and Reports


Mobility-field Agents

  • Agent Dashboards
  • Agent Prospects
  • Agent Customer Management
  • Lead/prospect management


Sales Force Automation

  • Sell and cross-sell products across the customer database
  • End to end sales cycle on the targeted customer

FinAlign Benefits

One stop Platform to all Customer Service needs. Branch Staff and Call center agents would not be required to refer various Core applications to get up-to-date Customer Account details\Transactions.

Maker-Checker validation. Helps validate the User data prior to processing the Request.


Alert Notifications to Users to inform about tasks assigned. In order to keep the End users informed about the tasks assigned to them, finalign system notifies the User about the pending task.


End to End Integration with all Core Systems. Finalign Integration with Core systems reduces the User Load to refer\ Login to multiple application to process a request.


Escalations for tasks overshooting SLA’s. To make sure the Customer is serviced within the Promised timeframe, finalign maintains SLA’s and Escalation Matrix in its Master Data.

Validation of Customer History. All history of Customer Account and Transactions is available in finalign on the Customer 360˚, which enables the User to provide efficient Customer support or Pitch a Sale.

Increase in Productivity\ Efficiency of Sales and Call Center teams. Management has now full insight of Customer Data 360 and new Leads / Opportunities created

Increase in Number of Customer. Multiple Marketing Campaigns are launched daily by target segmentation, which adds new customer increase for bank.

Significant Increase in Loans and Credit Cards. Customers who are eligible for more products like loans and credit card are been targeted by dynamic campaigns.

Multiple Channels are now targeted

Get Started.

Let our industry leading technology help transform your business.