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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Extrieve is an AI orchestration layer for BFSI organizations that need to deploy AI safely inside regulated banking and financial workflows. The platform helps institutions govern how AI works with documents, legacy systems, regulations, approvals, and human reviews. Extrieve is designed to solve the operational gap between AI pilots and production-scale business value by combining AI models, workflow engines, system integrations, security controls, audit trails, monitoring, and regulatory validation. Its orchestration engine supports maker-checker workflows, consent management, DPDP logging, policy enforcement, audit trails, and low-code workflow design. The integration layer connects with banking systems such as FinnOne, Finacle, Flexcube, Temenos, LOS, LMS, KYC, onboarding systems, CRMs, compliance databases, and document repositories. Unified operations capabilities include case management, validation intelligence, exception handling, human-in-the-loop review, governance controls, and risk oversight. Extrieve supports document-heavy banking processes such as identity verification, KYC and KYB review, credit underwriting, income verification, trade finance document scrutiny, service requests, complaints, ReKYC, claims processing, regulatory documentation, reconciliations, and compliance monitoring. The platform supports hybrid cloud, on-premises deployment, multi-tenant architecture, global data residency controls, encryption, SOC 2 compliance, GDPR readiness, and DPDP alignment. By combining AI orchestration, banking integrations, governed execution, document intelligence, human approvals, auditability, and regulated deployment options, Extrieve helps BFSI institutions operationalize AI with control.

Description

TatvaCRM is a specialized customer relationship management system designed specifically for the BFSI sector in India, catering to non-banking financial companies (NBFCs), direct selling agents (DSAs), insurance brokers, and debt advisory firms, as well as small and medium-sized businesses in sales, agencies, and manufacturing. What distinguishes it from conventional CRMs includes a loan-file data architecture tailored for loan origination rather than a repurposed deal pipeline, the ability to handle multi-lender applications allowing one applicant to have multiple loan files with different banks or NBFCs, and comprehensive DSA network management features like sub-agent hierarchies, commission distributions, and payout grids. Additionally, it incorporates an insurance renewal calendar equipped with automated reminders, ensures schema-per-tenant PostgreSQL isolation to protect customer data, is designed to be compliant with Data Protection and Privacy regulations, and features pricing in Indian Rupees with no minimum seat requirements. TatvaCRM is also free indefinitely for small teams, with no need for credit card information or concerns about trial expiration. Standard functionalities include modules for managing contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export capabilities, email integration, and file uploads. Developed in Pune by Tatva Fintech Private Limited, which was established by Anil Agarwal, a chartered accountant with over 15 years of experience in BFSI advisory, TatvaCRM aims to streamline operations and enhance efficiency in the financial services sector.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$58,000
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Extrieve Technologies Pvt. Ltd

Founded

1996

Country

India

Website

www.extrieve.com

Vendor Details

Company Name

Tatva Fintech Private Limited

Founded

2025

Country

India

Website

tatvacrm.com

Product Features

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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