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ZOHO FOR FINTECH & BFSI

Fintech & BFSI,
compliant onboarding and collections.

Manage leads, KYC-led onboarding, relationship managers, collections and compliance on Zoho, with the audit trail regulated businesses need.

Talk to an industry expert See how it works
Fintech & BFSI on Zoho · built on Zoho
KFintech & DashboardLeadsKYCAccountsServiceCollections
DashboardSearch records…PK
Leads this month842From 12 partners
KYC pending649 over 48 hrs
Disbursed₹2.4 CrThis month
Collection efficiency93%Current bucket
Collections by bucket
Current1-3031-6061-9090+Legal
Recent activity
Loan app LA-4410KYCIn review
Partner payout · DSA-08FinanceApproved
Complaint C-118ServicePending
Account AC-2219OnboardingDone
Promise to pay · R. GuptaCollectionsScheduled
KYC verified for LA-4410
THE CHALLENGE

What slows Fintech & BFSI teams down today.

01Onboarding is slow and manualKYC documents and approvals move through email and shared drives.
02RM activity is invisibleCalls, meetings and follow-ups are not logged against the customer.
03Collections lack structureDues, promises to pay and escalations are tracked in sheets.
HOW IT WORKS ON ZOHO

One connected flow, end to end.

Every step is configured around your process during implementation.

1LeadDigital and partner leads captured
2KYCDocuments verified and approved
3OnboardAccount or loan set up
4ServiceRequests and complaints tracked
5CollectDues, reminders and escalations
WHAT WE BUILD

Built for Fintech & BFSI, not adapted to it.

KYC-led onboardingDocument checklists, verification stages and maker-checker approvals.
RM and partner CRMRelationship managers, DSAs and partner payouts in one place.
Collections workflowBuckets, reminders, promise-to-pay and escalation.
Audit and complianceField-level security, approval history and full audit trail.
THE ZOHO STACK

The Zoho apps behind Fintech & BFSI on Zoho.

Licensed, implemented and supported by Kelevo, a Zoho Premium Partner.

CRZoho CRMManage leads, deals and customers in one place, with process automation, omnichannel communication, analytics and AI built in.Explore CRM →CrZoho CreatorA low-code platform to build custom business apps for web and mobile, with workflows, reports and integrations.Explore Creator →SiZoho SignLegally binding digital signatures with workflows, templates and audit trails.Explore Sign →DeZoho DeskContext-aware help desk software for tickets, SLAs, knowledge base and multichannel customer support.Explore Desk →BoZoho BooksGST-ready online accounting for invoicing, banking, expenses, inventory and financial reporting.Explore Books →AnZoho AnalyticsSelf-service BI and analytics: dashboards, reports and AI insights from all your business data.Explore Analytics →
CLIENTS IN THIS SECTOR

Fintech & BFSI businesses that run on Zoho with us.

Zoho implementations Kelevo delivered directly in this sector.

Global Financial Datafeeds LLP
Areion Credittech Pvt Ltd
Dawn & Dusk Advisors
FAQS

Questions we often hear.

Do you have experience in Fintech & BFSI?

Yes. Kelevo has delivered Zoho implementations for businesses in this sector, and our consultants start with a process workshop before configuring anything.

Can Zoho connect to the systems we already use?

Yes. We integrate Zoho with ERPs such as SAP, Microsoft Dynamics and Tally, payment gateways, telephony, marketplaces and in-house tools using native connectors, Zoho Flow or custom APIs.

How long does an implementation take?

Most projects go live in phases. After a short discovery, we share a phase-wise plan with scope, timeline and commercials before work begins.

TALK TO AN INDUSTRY EXPERT

Planning Zoho for Fintech & BFSI?

A 45-minute discovery call maps your process to the right Zoho apps, with an indicative scope and plan.

Book a discovery call →