BFSI

The BFSI sector is experiencing a dynamic transformation driven by digital innovation, evolving customer expectations, and stringent regulatory demands. Financial institutions are no longer just service providers—they're expected to be agile, customer-centric, and tech-enabled. At DynPro, we partner with banks, NBFCs, insurance firms, and fintech players to digitize operations, integrate risk and compliance, and deliver seamless omnichannel customer experiences.

Key Challenges in the Industry

  • Legacy Systems: Outdated banking and insurance platforms restrict agility, slowing down innovation and digital service delivery.
  • Disconnected Customer Journeys: Fragmented systems create inconsistent experiences across mobile, online, and physical channels.
  • Regulatory Demands: Evolving mandates like KYC, AML, and GDPR require adaptive and compliant digital infrastructure.
  • Manual Workflows: High-touch processes in loans, underwriting, and servicing reduce efficiency and delay customer outcomes.

Our Technology & Digital Services for the BFSI Sector

DynPro offers a suite of tailored digital services designed to modernize and to optimize BFSI operations.

Automated workflows for onboarding, risk, and compliance

Real-time analytics dashboards for customer and financial data

Omni-channel engagement platforms

Fraud detection and secure transaction monitoring

Modernization of core banking platforms

DynPro’s Approach

Industry-Focused Consulting

We begin by understanding your business goals, operational model, and existing technology environment. Our domain experts bring deep knowledge of industry-specific challenges and compliance requirements.

Tailored Solutions Designs

Based on business priorities, we architect customized digital frameworks that align with your workflows and user needs. Whether it’s integration, automation, or data management, our solutions are built for scalability and resilience.

Agile Implementation

Using agile methodologies, we execute projects in iterations, allowing for rapid value delivery, stakeholder feedback, and risk mitigation throughout the development lifecycle.

End-to-End Integration

We ensure seamless connectivity across enterprise systems, breaking data silos and creating unified digital ecosystems. This enhances visibility, productivity, and decision-making.

Data-Driven Optimization

We embed analytics and reporting tools to track KPIs, optimize processes, and support continuous improvement.

Change Enablement & Support:

We provide enablement, training, and post-launch support to ensure solution adoption and long-term success.

IMPACT ON CLIENT'S BUSINESS

  • 40% faster loan origination and policy issuance through automated decisioning workflows.
  • Reduction in regulatory violations by streamlining compliance tracking and audit. management
  • Enhanced fraud detection via predictive analytics and transaction monitoring tools.
  • Improved NPS and customer retentiondue to faster, more consistent digital experiences.
  • Lower operational coststhrough reduced manual processing and better resource utilization.

Our Clients

Customer Success Stories

TAB bank

TAB Bank was looking to grow their SF org by moving all commercial real estate lending operations out of spreadsheets and into SF. They needed a partner to help them make the big move and customize SF to meet their needs. ​

CRS Temporary Housing

CRSTH had been using SF over a decade and had hit a time of rapid growth. They knew the value of SF but needed to be more cost effective in order to keep up with the changing needs of the company. They needed a partner to help them find a way to decrease operating costs for SF, so they could continue growing the business for the future. ​

First Tech

The client faced low Salesforce adoption, poor opportunity attribution, and a fragmented application architecture. With limited data and disconnected systems, they lacked a unified member view and efficient lead and sales process management, prompting the need for a rearchitected CRM solution.

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