Fintech CRM & Agent Network Management Platform
Custom-built CRM infrastructure for fintech companies, BC networks, and digital financial service distributors. Manage agent onboarding, real-time eKYC validation, dynamic commission packages, and high-concurrency wallet ledgers.
Fintech CRM Specs
- Hierarchy: Admin → Master → Distributor → Retailer
- Onboarding: Instant PAN NSDL & Aadhaar eKYC
- Commissions: Dynamic tier slabs & auto-ledger split
- Risk Control: Fraud alert monitoring & IP restrictions
Enterprise Agent Management Modules
Scale your financial distributor network with automated onboarding and total operational visibility.
Multi-Level Hierarchy Control
Flexible tree architecture allowing master distributors to create sub-distributors and manage thousands of retail agents.
Instant eKYC & KYB Onboarding
Automated verification APIs for NSDL PAN, GSTIN, Aadhaar OTP, and video KYC to onboard compliant agents in under 5 minutes.
Dynamic Commission Engine
Configure customized margin packages per service (AEPS, DMT, BBPS, Recharge) with automated wallet commission credit.
Real-Time Transaction Analytics
Live transaction throughput monitoring, revenue metrics, success/failure rate tracking, and operator uptime dashboards.
Fraud Prevention & Audit Trails
Systematic transaction logging, device IMEI/MAC locking, multi-factor agent authentication, and suspicious pattern alerts.
White-Label Portal & Apps
Custom branded web admin dashboards and Android mobile apps for your distributors and retail outlets.
Fintech CRM FAQs
What agent hierarchies are supported in your Fintech CRM?
Our CRM platform supports unlimited multi-level hierarchy structures including Admin, Super Distributor, Master Distributor, Distributor, and Retailer/Agent levels with granular permission controls.
How does automated agent KYC verification work?
The platform integrates NSDL PAN verification, Aadhaar OTP/Biometric eKYC, and bank account Penny Drop verification for instant, automated agent onboarding.
Can distributors manage their own commission structures?
Yes, distributors can view real-time transaction reports, set downstream margin rules within permitted caps, and download ledger statements.
Related services, case studies & articles
- Case study: AEPS & DMT Core for Retail KiosksLetsPay India: NPCI-compliant cash-out and remittance platform.Read more
- Case study: High-Throughput B2B Payment SwitchMagic Pay Solution: an event-driven switch with zero balance drift.Read more
- AEPS Software DevelopmentBiometric AEPS, Aadhaar Pay and micro-ATM platforms.Read more
- Fintech & Banking SolutionsTransaction switches, ledgers and bank-grade security.Read more
Tell us what you need to build.
Share the problem, your current process and the outcome you need. We will help you decide on a practical next step.