Unified Branch Office Portal

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Simplified customer operations, onboarding, experience and journey

In the financial ecosystem, physical branch offices have traditionally always played an overarching role for lenders. Branch based transactions instil the demanded magnitude of trust, loyalty, and customer confidence, indispensable for all-weather business relations to thrive.

The inherently paper-based and iterative processes, decentralized verification systems, suboptimal communication, and limited visibility still exemplify Indian banking operations, affecting both the service providers and the consumers.

Unified Branch Office Portal converges and simplifies the customer onboarding journey across the financial product and service lines by providing an agile and empowering operating experience. The system architecture is integrated with the analytical engine of InteGREAT and draws heavily upon the core competencies of Perfios in real-time analysis and decisioning.

The Branch Office Portal can ingest data inputs in physical & digital formats (PDFs, hard copies,and images) and provide a single pane of visibility to the lenders into the financial position of the prospective applicants.

Simplified Implementation Process

PROFILE CREATION

Features

For the Branch Operator:
- Single window access
- Integrated verification and Analysis
For customer
- Remote access
- End to end visibility
Multi-data type compatibility
Ready to use reporting and MIS
Financial insights for underwriting and decisioning
Inbuilt capability of OCR extraction for known-documents (PAN, Aadhaar, passport, driver license, voter Id).
Fully configurable to suit your business needs
Application tracking and monitoring
Built with security & data privacy at the forefront
Process enforcement and audit trails
Digital verification of applicant against various sources (NSDL, Bureau, MCA, professional bodies like CA, Doctor).