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Document automation for NBFC

Fintegration | Case Study

Document Automation

Document automation for a leading NBFC

An Ahmedabad, India based leading NBFC provides a range of financial services, including loans, insurance, and financial advisory services. It has nine branches and a base of more than 2500 clients. The company also offers insurance products through its insurance broking arm. Its financial advisory services include investment planning, tax planning, and retirement planning.

NBFC’s uses Document automation to automate the following tasks

  • Loan application form: NBFC uses Document automation to create a dynamic loan application form that can be customized for each type of loan that the company offers. The loan application form can be embedded on NBFCs website or sent to borrowers via email.


  • Loan agreement: Once a borrower has submitted a loan application form, NBFC uses Document automation to generate a personalized loan agreement for the borrower. The loan agreement will include all of the relevant details of the loan, such as the loan amount, interest rate, terms of repayment, and any other relevant information.


  • Automated interview: NBFC uses Document automation to create an automated interview that can be used to collect information from borrowers. The interview can be used to collect information such as the borrower's personal details, income, employment history, and credit history. This information can then be used to assess the borrower's creditworthiness and to make a decision on whether to approve the loan application.


The Result

Faster lending process

Document automation can help to automate the entire lending process, from the loan application to the loan agreement. This can help to reduce the time it takes to approve and disburse loans.

Reduced human errors

Document automation helps to reduce human errors by automating the creation and assembly of documents. This can help to ensure that documents are accurate and complete.

Improved customer experience

Document automation provides a seamless customer experience by allowing borrowers to complete the loan application process online and to receive their loan agreement electronically.

Tools & Technologies

Web Development




Looking to build a robust Fintech solution?

Fintegration as an Integration Partner

As the digital landscape rapidly evolves, integration becomes paramount to ensure seamless operations and enhance user experience. As an Integration Partner, Fintegration operates at the crossroads of technology and finance, bridging the gap between various fintech platforms and services to create cohesive, interconnected ecosystems.

What we do as an integration partner?

At Fintegration, our role goes beyond just connecting systems:

  1. Custom Solutions: We design and implement custom integrations tailored to specific business requirements, ensuring seamless communication between disparate systems.

  2. Continuous Support: Post-integration, we provide ongoing support to ensure optimal performance, address issues, and accommodate any changes in the evolving digital landscape.

  3. Advisory Role: Drawing upon our vast industry knowledge, we advise businesses on the best integration strategies, platforms, and technologies to align with their growth objectives.

  4. Safety and Compliance: Our integrations prioritize data security, ensuring all connections are encrypted and compliant with industry standards and regulations.

  5. Efficiency Audits: Post-implementation, we regularly assess the efficiency of the integrations, suggesting improvements and optimizations as necessary.

Who can use this service?

Fintegration's Integration Partner services cater to a wide range of clientele:

  • Fintech Startups: Emerging fintech companies looking to integrate their services with existing platforms or expand their connectivity.

  • Established Financial Institutions: Traditional banks and financial entities aiming to modernize their operations by integrating new technologies and services.

  • E-commerce Platforms: Online marketplaces seeking to enhance their payment gateways or integrate additional financial tools.

  • Tech Enterprises: Technology companies venturing into the financial domain, seeking expert guidance and integration services.

  • Regulatory & Compliance Entities: Organizations looking to integrate various fintech platforms for auditing, reporting, or compliance purposes.

Looking to build a robust Fintech solution?

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