Kolkata has a long tradition of banking, insurance and stock-broking firms serving individual and business customers.
Financial Services Firms in Kolkata run on a mix of Tally, Excel and phone calls. We build custom ERP software around how your business actually works, so lead capture and qualification scoring and loan, policy and investment pipeline tracking sit in one system instead of three.
Step 1
We sit with your team and map how lead capture and qualification scoring and kYC and document collection with checklists work today, including your spreadsheets and Tally data.
Step 2
You approve the screens, user roles and reports, including how collections scheduling and follow-up will be reported, before development begins.
Step 3
We develop in stages and import your masters and opening balances, starting with loan, policy and investment pipeline tracking.
Step 4
Your staff are trained on the live system and we support it after go-live while mIS and compliance reporting settles in.
DigiBuilt Solutions is based in Hyderabad and works with clients across India. For NBFCs, loan agents, insurance advisers and investment firms in Kolkata we run discovery and reviews over video calls, share progress on a project board and visit your site when it adds value. Whether your borrowers, policyholders and investorsare around Burrabazar, Rajarhat, Salt Lake or elsewhere in Kolkata, the project is run the same way.
A focused first release covering lead capture and qualification scoring and loan, policy and investment pipeline tracking typically takes several weeks once the blueprint is approved. We deliver in stages so your team starts using core modules early.
Packaged tools make you change your process to fit the software. A custom build follows how you already handle eMI, premium and renewal reminders, adds only the modules you need and avoids per-user licence fees.
We build with role-based access, complete activity logs and exportable MIS so your team can respond to audits, and we align reports with the formats your regulators expect.