AI · Digital · Capital markets technology
Building the AI and digital ecosystem for India's capital markets.
We help brokerages, BFSI firms and enterprises grow with AI and digital, through ready products, tailor-made engineering and hands-on advisory.
About
From an engineering studio to a capital-markets partner.
We began by turning our customers' ideas into working software. That grew into our own products and an advisory practice built on a framework for creating successful digital ecosystems.
Incorporation
Product portfolio
Advisory
Customer success
Products
Software built for the way brokerages grow.
Each product integrates with India-specific regulatory APIs and your existing systems, and can be tailored to your processes.
Customer Relationship Management
Every lead and customer in one place.
- Lead managementCapture leads from any source in seconds, then categorise and nurture them.
- Customer managementA customer's full lifecycle history in a single view.
- RM onboardingAssign tasks to relationship managers and spot training needs.
- Live dashboardsStatus reports filtered by date or account manager, with lead trends.
Customer Onboarding
Digital account opening with straight-through processing.
- DIY user journeyA journey customised to your customers' needs.
- Regulatory integrationsConnected to India-specific regulatory APIs.
- Straight-through processingRule-qualified applications go to account opening with no manual step.
- VerifierA full module for back-end manual verification.
Refer & Earn
A scalable platform for customer referral programmes.
- Customer dashboardSelf-serve and mobile-friendly, with sharing on all social platforms.
- Reward integrationConnected to reward portals for instant claim and redemption.
- Multiple gatewaysRefer through the dashboard, an API or the internal CRM.
- Monitoring & controlAdmin access to oversee the programme.
Notification Engine
On-time, real-time updates for user activation.
- Real-time alertsProcesses alerts as events happen.
- Robust and scalableKeeps pace with high real-time volumes.
Engineering
Idea to solution.
Our engineering team takes your idea all the way to production, with stakeholders involved at every stage.
- Stage 1
Conceptualisation
In-depth discussions on the business value the solution should deliver.
- Stage 2
Prototyping
Wireframes and designs that show what is coming.
- Stage 3
Mockup
A working web mockup with a near real-life experience.
- Stage 4
Product
Your idea, built and ready for market.
Advisory
Advice for firms that need to change the game.
The winners will be those that build the strongest digital ecosystem.
Digital has transformed capital markets across functions and products for the past decade. Today it is no longer an option but an imperative for firms that want to survive and thrive.
Existing operating models and ways of working won't get firms there. It takes strong leadership, governance, tenacity and commitment.
ROI-driven AI strategy
Embedding AI across the enterprise ecosystem.
- An AI strategy embedded across your enterprise ecosystem, tied to clear ROI
- Use cases prioritised by business value and feasibility
- A roadmap from pilot to production, integrated with your existing systems
- Regular measurement of impact against agreed business goals
Online acquisition setup
- A fully operational setup through to go-to-market for a defined goal
- Technology and vendor recommendations for the best ROI
- Realistic budgets and targets aligned with business goals
Acquisition funnel optimisation
- Higher conversion rates and rapid growth
- A deep-dive review of media, keyword planning and Mar-tech
- Monthly reviews with your execution team
Virtual CIO
- End-to-end technology setup: OMS, back office, middleware, mobile app, online risk management, AI platforms and website
- Accurate root-cause analysis of outliers
- Faster go-to-market, and a go-to person for technology
Product optimisation
- Faster product decisions to stay ahead of competition
- Customer needs turned into measurable requirements
- Yearly planning, weekly trackers and monthly management reviews
A result-driven approach
We don't stop at guidance. The goal is to make sure the outcome is achieved.
- AnalyseUnderstand what needs to change.
- SpecifyExact changes, down to the micro level.
- ImplementHand-hold your team through execution.
- ReviewMeasure impact and keep improving.
Team
Practitioners from the broking industry.
Devanshu Desai
Co-Founder & Managing Partner
18+ years in BFSI
Ruchita Desai
Co-Founder & Managing Partner
15+ years across retail, logistics and BFSI
Dev Shah
Technology Lead
20+ years of SDLC leadership
Contact
Connect over a cup of coffee.
Tell us where your firm is in its digital journey, and we'll show you how we can help.