NBFC Sales Oversight: Improving Field Tracking with Geo-Verified Agent Logs The Problem with Unverified Field Sales in NBFCs NBFC sales oversight is critical for ensuring field sales teams deliver results without compliance risks. Field... Safna Ali August 8, 2025 · 3 min read
How NBFCs Can Leverage Account Aggregator Data for Smarter Loan Approvals Why Manual Financial Data Checks No Longer Work for NBFCs NBFCs traditionally rely on self-declared income documents, bank statements,... Safna Ali August 6, 2025 · 4 min read
Automated Agreement Validation: A Game Changer for Lending Teams In today’s competitive lending space, success isn’t just about offering attractive loan products — it’s about how quickly and... Safna Ali June 27, 2025 · 4 min read
Sales Dashboard Without Code: Configure 70% of Your Dashboard independently with Toolyt In sales, speed is everything. When teams can see what’s happening—who’s converting, what’s delayed,... Safna Ali June 19, 2025 · 4 min read
How NBFCs are Slashing Turnaround Time with Customer Onboarding Automation In today’s fast-paced lending environment, customers demand quick approvals, real-time decisions, and a seamless... Safna Ali June 17, 2025 · 4 min read
Aligning Banking CRM with RBI’s Vision for Digital Banking Transformation The importance of aligning CRM with the RBI's vision, explore how it can elevate... Abhishek January 24, 2024 · 6 min read
Adapting Customer Relationship Management for Banks to Meet RBI’s Evolving Regulations: 2025 Guide Explore the strategic adaptation of banking Customer Relationship Management (CRM) systems to meet the... Abhishek January 24, 2024 · 6 min read
Building Banking CRM Software for 2025: Ensuring Compliance with RBI Guidelines The crucial aspects of ensuring compliance with RBI guidelines in the development of banking... Abhishek January 19, 2024 · 5 min read
The Best CRMs for Banking Solution in India Explores the top-rated banking CRM solutions in India, delving into their features, benefits, and... Abhishek December 1, 2023 · 6 min read
Customized CRM Software for Banking in Financial Institution Explore the significance of a customized Banking CRM for financial institutions and how it... Abhishek November 27, 2023 · 6 min read
