R u p e e M a t e

One Platform.
Every Financial Product.

The all-in-one platform for DSAs to source, manage, and track leads, applications, and commissions across loans, insurance, credit cards, and investments.

What We Build.

Discover our top-performing financial solutions tailored to meet your needs.

CRM

  • End‑to‑end, enterprise‑grade CRM built for finance.
  • Seamlessly manage leads across loans, insurance, investments, cards, real estate, and agent networks.

Agent App

  • Mobile toolkit for DSA agents to sell loans, insurance, investments, and cards.
  • Aadhaar onboarding in seconds, OTP + MPIN login, and a clean dashboard.
  • Generate and track leads in real time, fully synced with the CRM.

Customer App

  • Consumer‑friendly app where users sign up with Aadhaar, log in securely, and access loans, insurance, investments, and cards.
  • Apply in a few taps, track status, use smart calculators, and redeem rewards straight to their bank account.

Why Choose Us

Unlock the Major Benefits of Next-Gen FinTech Excellence

Scalability

Support 10,000+ agents vs. ~500 manually— 20× operational leverage

Performance Insights

Real-time agent KPIs and dashboards drive targeted coaching and process optimization

Speed

60% faster turnaround: from 7 days to just 3 days for end-to-end processing

Revenue Uplift

Cross-sell & upsell capabilities lift ARPU by 15 20% through personalized offers

Security & Compliance

End-to-end encrypted data flows, role based access controls, and full audit trail

Customer Database Build-Up

Rich profile aggregation fuels precision marketing, remarketing, and lifetime value growth.

AN END-TO-END FINTECH ECOSYSTEM.

RupeeMate is a comprehensive fintech platform connecting agents, customers, and banks through a unified digital ecosystem. It enables agents to offer services across loans, insurance, credit cards, investments, and real estate.

The platform supports omnichannel stakeholder engagement via CRM, mobile apps, web portal, WhatsApp, and contact center. Admin & Config tools streamline agent management, reporting, configuration, and payouts. Built-in security ensures RBAC, KYC, and audit compliance. RupeeMate simplifies financial service delivery with automation, visibility, and control.