AIModern FinTech Solutions Built on AI, Automation and Salesforce
Inventam Tech Solutions helps financial institutions, lenders, anddigital banks modernize their customer experience with secure, compliant, and automated FinTech platforms globally.
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30-Minute Meeting
30 min
Web conferencing details provided upon confirmation.
Meeting through Google Meet!
Legacy Systems Can’t Keep Up with Real-Time Finance
FinTechs and financial institutions face mounting pressure to deliver instant transactions, personalized services, and regulatory compliance — all while maintaining airtight data security Traditional systems simply can’t support today’s customer demands or compliance frameworks like AML, KYC, and RBI/SEBI audits.
Disjointed Systems
Disjointed systems that delay customer onboarding
Fragmented Data
Lack of unified view across lending, payments, and compliance
Manual Workflows
Manual workflows slowing down credit approval and reporting
Regulatory Overhead
High regulatory and cybersecurity overheads
Automate, Accelerate, and Secure Every Transaction
Inventam delivers full-stack digital transformation for FinTechs — combining AI, Salesforce, and cloud infrastructure to unify operations and compliance in real time.
Customer Onboarding & KYC Automation
Digitize verification with integrated OCR, API, and CRM logic
Loan Lifecycle Management
Streamline origination, underwriting, and disbursement.
Risk & Fraud Detection
Deploy AI models to identify anomalies and reduce losses.
Regulatory Reporting
Automate compliance workflows with audit-ready data pipelines.
Schedule Your Free Consultation
Please select a date and time from the calendar below to schedule your free call.
30-Minute Meeting
30 min
Web conferencing details provided upon confirmation.
Meeting through Google Meet!
Salesforce + FinTech Integration
CRM That Understands Compliance and Speed
Our Salesforce experts customize Sales, Service, and Financial Services Cloud to deliver banking-grade performance. Integrations with payment gateways, AML/KYC APIs, and core banking systems give you real-time customer intelligence and reporting.
Custom Salesforce Flows for loan and KYC journeys
Revenue Cloud for automated billing and settlements
Einstein AI for predictive risk analysis
Payment Gateways
Salesforce
AML/KYC APIs
Core Banking
Transforming Finance Operations Through Data and Automation
50%
faster onboarding cycles
35%
lower manual compliance effort
3x
improvement in fraud detection accuracy
99.9%
system uptime with cloud-native deployment
Lending Automation for a Digital NBFC
Challenge
A fast-growing NBFC faced delays in credit approvals and manual onboarding.
Solution
Inventam implemented Salesforce Financial Services Cloud with KYC API integration.
Results
- 40% faster loan approvals
- 2x more customer conversions
- Real-time credit scoring visibility
Power the Future of Finance with Inventam
Talk to our FinTech specialists about automating your financial ecosystem — from onboarding
to compliance.
Schedule Your Free Consultation
Please select a date and time from the calendar below to schedule your free call.
30-Minute Meeting
30 min
Web conferencing details provided upon confirmation.
Meeting through Google Meet!
