Mumbai is where many banks, NBFCs, wealth managers and insurance intermediaries are headquartered, and customer acquisition is intensely competitive.
Enquiries from referrals, Meta and Google ads, DSAs and walk-ins are easy to lose. We build a CRM for financial services firms in Mumbai that captures every lead, assigns it, reminds your team and shows which source is actually converting.
Step 1
We define your stages from first enquiry to mIS and compliance reporting and decide who owns each step.
Step 2
We connect the channels that bring you referrals, Meta and Google ads, DSAs and walk-ins.
Step 3
Your team starts with real enquiries from borrowers, policyholders and investors, not a blank system.
Step 4
Once data flows we tune stages and reports around collections scheduling and follow-up.
DigiBuilt Solutions is based in Hyderabad and works with clients across India. For NBFCs, loan agents, insurance advisers and investment firms in Mumbai 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 Thane, Vashi, Andheri or elsewhere in Mumbai, the project is run the same way.
Yes. Staff use it from a phone or laptop, log calls and visits as they happen and managers see eMI, premium and renewal reminders activity in real time.
Yes. We import contacts and history from spreadsheets, Tally exports or your current tool so nothing from your existing records is lost.
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.