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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
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
10X ERP
Yes
ADS 9001 ERP
Yes
ALERE ERP
Yes
Microsoft Dynamics 365 Business Central
Yes
SAP ERP
Yes
Integrations
10X ERP
No
ADS 9001 ERP
No
ALERE ERP
No
Microsoft Dynamics 365 Business Central
No
SAP ERP
No
Pricing Details
$58,000
Free Trial
No
Free Version
Yes
Pricing Details
$0
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No