Custom Technology Solutions

We empower NBFCs, Financial Services, and Insurance companies to modernize operations, enhance customer experiences, and scale efficiently. Our tailor-made technology solutions address your unique operational challenges and strategic goals, helping you stay competitive in a rapidly evolving financial landscape.

Lending & Credit Systems

Our solutions streamline lending operations, enabling faster, more accurate, and risk-aware loan management.

  • Loan Management System (LMS) – Manage loan lifecycles with efficiency and transparency.
  • Loan Origination System (LOS) – Automate application processing from submission to approval.
  • Credit Scoring System – Make informed lending decisions with data-driven insights.
  • Risk Assessment System – Evaluate borrower risk effectively and reduce defaults.
  • Underwriting Automation System – Accelerate approvals while ensuring compliance.
  • Collections & Recovery Management System – Optimize collections and recovery processes.
  • Microfinance Management System – Tailored solutions for microfinance institutions.

Banking & Financial Operations

We help financial institutions automate core processes, ensuring accuracy, compliance, and efficiency.

  • Core Banking System (CBS) – Seamlessly manage all banking operations.
  • Payment Processing System – Enable fast, secure, and reliable payments.
  • Auto-Debit / e-Mandate System – Simplify recurring payments for customers.
  • Auto-Debit / e-Mandate System – Simplify recurring payments for customers.
  • Reconciliation Management System – Ensure accurate financial reconciliations.
  • Treasury Management System – Streamline cash and liquidity management.

Customer Onboarding & Compliance

Enhance onboarding experience while maintaining regulatory compliance.

  • Digital KYC System – Fast and secure customer verification.
  • Video KYC Platform – Remote identity verification made simple.
  • Video KYC Platform – Remote identity verification made simple.
  • AML Compliance System – Prevent fraud and money laundering risks.
  • Fraud Detection System – Detect anomalies proactively.
  • OCR-Based Document Verification Software – Digitize and verify documents seamlessly.

CRM & Sales Support

Strengthen customer relationships and drive sales growth.

  • Financial CRM System – Centralize customer data and interactions.
  • Lead Management System – Track and convert prospects efficiently.
  • Sales Tracking System – Monitor performance and optimize strategies.
  • Customer Support Ticketing System – Resolve queries quickly and systematically.
  • Chatbot / AI Customer Support – Offer instant assistance and guidance.
  • Communication Automation System (Email/SMS/WhatsApp) – Engage customers seamlessly.

Insurance-Specific Solutions

Simplify insurance operations while improving agent and customer experiences.

  • Policy Management System – Manage policies efficiently from issuance to renewal.
  • Claims Management System – Streamline claims processing and approvals.
  • Insurance Underwriting System – Evaluate risks and automate underwriting.
  • Insurance Advisor/Agent Management System – Track agent performance and commissions.
  • Insurance Aggregator Portal – Centralized platform for comparing and selling policies.
  • Policy Renewal & Reminder System – Ensure timely renewals and customer engagement.

Digital Platforms & Customer Apps

Deliver modern, user-friendly digital experiences for your clients and partners.

  • Customer Self-Service Portal – Empower clients to manage accounts and requests independently.
  • Mobile Banking / Mobile Finance App – Access banking services on the go.
  • Borrower Portal – Manage loans and payments conveniently online.
  • Agent/Dealer App – Equip your team with tools to serve clients efficiently.
  • Payment Collection App – Facilitate easy, secure payment collections.

KEY BENEFITS

  • Regulatory-Ready Custom Solutions:
    We build custom software aligned with RBI, IRDAI, and industry compliance requirements—ensuring audit readiness, data security, and risk control without compromising speed or flexibility.
  • Cost-Optimized & Scalable Operations:
    Our outsourcing support and dedicated teams help reduce operational costs while enabling you to scale quickly during growth phases, seasonal demand, or new market expansion.
  • Faster Time-to-Market:
    With ready-to-deploy teams and proven delivery frameworks, iShore helps you launch new financial products, digital channels, and process improvements faster—without internal hiring delays.
  • Focused Growth with End-to-End Support:
    From technology development to ongoing support and optimization, we act as an extended team—allowing your leadership to focus on customers, revenue, and strategic growth.

PRICING MODELS

  • Project-Based Delivery:
    Fixed-cost development for lending systems, insurance portals, and core financial workflows.
  • Monthly Retainer / Subscription:
    Monthly operational support for loan processing, policy handling, compliance, and back-office tasks.
  • Dedicated Team:
    Exclusive BFSI-skilled developers, analysts, and process experts working full-time or part-time for your organization.
  • Hourly Engagement Model:
    Pay-per-hour for quick enhancements, compliance updates, maintenance tasks, and minor improvements.
  • Schedule A Meeting

Outsourcing Services

Focus on your core business while we handle critical support functions. Our outsourcing services reduce operational overhead, streamline processes, and enhance efficiency. Our BPO Services for NBFCs, Finance & Insurance:

  • Customer Support & Call Center Services

    We provide trained agents for inbound and outbound customer support, policy servicing, loan inquiries, payment follow‑ups, and customer onboarding—ensuring professional, compliant communication.

  • Loan Processing & Credit Operations

    Our teams support loan origination, document verification, KYC checks, credit data entry, underwriting assistance, disbursement coordination, and post‑disbursement support.

  • Insurance Policy Administration

    We manage policy issuance, endorsements, renewals, claims support, data validation, and customer communications with accuracy and compliance.

  • KYC, AML & Compliance Support

    We assist with KYC verification, AML checks, document validation, risk flagging, and regulatory reporting to help meet compliance requirements.

  • Accounts, Billing & Reconciliation

    We handle invoicing, premium billing, payment posting, reconciliation, ledger support, and financial data validation.

  • Data Management & MIS Reporting

    We provide accurate data entry, cleansing, validation, and MIS reporting to support audits, analytics, and management decision‑making.

  • Collections & Recovery Support

    We offer compliant, customer‑friendly collections support including reminders, follow‑ups, reporting, and account status tracking.

Hire Dedicated Team

At iShore Business Solutions, we help NBFCs, financial institutions, and insurance companies optimize costs and scale operations by providing qualified offshore professionals from India who work as a seamless extension of your internal teams. Our offshore talent supports compliance-driven, process-intensive, and customer-facing functions with accuracy, security, and efficiency. Our Key Offshore Staffing Categories:

  • Loan Processing & Credit Operations

    Dedicated professionals supporting loan origination, application processing, credit checks, documentation verification, disbursement coordination, and post-loan servicing.

  • KYC, AML & Compliance Support

    Experienced resources handling KYC verification, AML checks, customer onboarding, regulatory documentation, audits, and ongoing compliance monitoring.

  • Back Office & Operations Support

    Offshore teams managing data entry, account maintenance, reconciliation, reporting, workflow coordination, and day-to-day operational tasks.

  • Customer Support & Policy Servicing

    Professional customer service staff managing customer inquiries, policy updates, claims status, account support, renewals, and escalations via voice, email, and chat.

  • Finance, Accounting & Reconciliation

    Skilled professionals supporting accounts payable/receivable, reconciliations, invoicing, financial reporting, and transaction validation.

  • Insurance Claims Processing & Support

    Dedicated offshore staff handling claims intake, document verification, coordination with stakeholders, claims tracking, and settlement support.

  • Risk Analysis & Reporting Support

    Analysts supporting risk assessment, portfolio analysis, MIS reporting, data validation, and business intelligence dashboards.

  • Sales Support & Lead Management

    Offshore professionals managing lead qualification, CRM updates, sales coordination, renewal follow-ups, and cross-sell/up-sell support.

Strategic Partnership Opportunities

At iShore Business Solutions, we actively collaborate with consultants, agencies, IT firms, freelancers, and business leaders as strategic partners to deliver high-quality technology, outsourcing, and growth solutions globally. Our partnership models are designed to be flexible, scalable, and mutually rewarding—allowing you to grow revenue, expand services, and serve your clients better without increasing operational risk.

Referral Partnership — Earn by Connecting Us

If you know businesses that need our services, simply refer them to us. Once the referral converts into a client, you earn a guaranteed referral commission. Ideal For: Consultants, freelancers, marketers, advisors, and professionals with strong networks.

What You Get:

  • Attractive commission on every successful referral
  • No delivery or operational involvement
  • Transparent tracking and timely payouts

White-Label Partnership — Deliver Under Your Brand

Offer our services under your own brand name. We work entirely in the background while you remain the client-facing partner. Ideal For: Digital agencies, IT companies, marketing firms, and service providers expanding offerings.

What You Get:

  • Your brand on all deliverables
  • Full confidentiality with NDA protection
  • Access to our expert development, design, and marketing teams
  • Ability to scale services instantly without hiring

Outsourcing Partnership — Your Projects, Our Execution

You manage the client relationship while we handle complete project execution. This allows you to focus on growth while we ensure reliable delivery. Ideal For: Agencies, startups, and businesses needing dependable backend execution.

What You Get:

  • Dedicated project teams
  • End-to-end execution and delivery management
  • On-time, high-quality output
  • Lower costs with zero HR and infrastructure burden

Dedicated Team Partnership — Build Your Own Remote Team

Hire full-time dedicated professionals or teams who work exclusively for your business or your clients. Ideal For: Growing agencies, product companies, and consultants with continuous workload.

What You Get:

  • Full-time dedicated developers or teams
  • Direct daily communication and control
  • Flexible monthly billing
  • Complete ownership of priorities and workflow

Real-World Use Cases That Drive Business Impact

Every business challenge is unique—but the right technology solution can deliver measurable results. Our use cases highlight how organizations across industries solve real operational problems using automation, AI, digital platforms, and intelligent systems.

Use Case

Optimizing Collections & Recovery Processes

Automate and optimize collections and recovery processes for NBFCs, banks, and financial institutions to improve cash flow, reduce delinquencies, and enhance op

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Use Case

Accelerating Loan Processing with Automation

Streamline loan approvals, reduce errors, and enhance customer satisfaction with automated loan processing solutions for NBFCs, banks, and financial institution

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Use Case

Seamless Customer Onboarding & KYC Compliance

Automate customer onboarding and KYC verification for NBFCs, banks, and insurance companies to reduce processing time, improve compliance, and enhance customer

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Use Case

Scaling Operations for Business Growth

Enable NBFCs, banks, and insurance businesses to scale efficiently with optimized workflows, automation, and dedicated technology teams for sustainable growth.

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Use Case

Personalized Financial & Insurance Product Recommendations

Enhance customer engagement and increase revenue with AI-powered personalized financial and insurance product recommendations tailored for NBFCs, banks, and ins

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Use Case

Custom Insurance Broker Portal Case Study

Discover how iShore Business Solutions built a custom Insurance Broker Portal that automated policy, commission, and claim management—boosting efficiency by 45%

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