Mumbai, Maharashtra

Custom Software for Financial Services Firms in Mumbai

Mumbai is where many banks, NBFCs, wealth managers and insurance intermediaries are headquartered, and customer acquisition is intensely competitive.

When off-the-shelf tools do not fit, NBFCs, loan agents, insurance advisers and investment firms in Mumbai need software built for them. We develop web platforms and mobile apps around your process, with offline-capable options where connectivity is patchy.

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Problems financial services firms in Mumbai tell us about

  • Leads from several channels without consistent qualification
  • KYC and document collection chased repeatedly over WhatsApp
  • Pipeline stages unclear, so disbursals and renewals slip
  • Collections and renewals tracked in spreadsheets with no reminders

What we can build

  • ✔A management web application covering: lead capture and qualification scoring, kYC and document collection with checklists and loan, policy and investment pipeline tracking
  • ✔A mobile app for staff on the move covering eMI, premium and renewal reminders
  • ✔A customer-facing portal for your borrowers, policyholders and investors
  • ✔Role-based logins, audit logs and exportable reports
  • ✔Integrations with Tally, payment gateways, WhatsApp and SMS
  • ✔Cloud or on-premise deployment, with a local-database option

How we work with you

  1. Step 1

    Requirements

    We document how lead capture and qualification scoring and eMI, premium and renewal reminders work today, who uses them and the reports you need.

  2. Step 2

    Design

    You approve clickable screens, including the borrowers, policyholders and investors portal, before any code is written.

  3. Step 3

    Development

    We build in short cycles and show working software every fortnight, starting with kYC and document collection with checklists.

  4. Step 4

    Launch and support

    We deploy, train your team and provide ongoing support and enhancements.

Working with Mumbai businesses from Hyderabad

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.

  • Software that fits how you handle lead capture and qualification scoring
  • You own the code and the data
  • A base that grows beyond: leads from several channels without consistent qualification

Frequently Asked Questions

Do you build for NBFCs, loan agents, insurance advisers and investment firms outside Hyderabad?

Yes. We are based in Hyderabad and work with clients in Mumbai through video calls, shared project boards and on-site visits when needed.

Will we own the software built for our kYC and document collection with checklists?

Yes. You receive the source code and full access to your data on completion.

Can the software meet our compliance and audit requirements?

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.