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A purpose-built sales CRM for fintech companies, financial consultants, wealth managers, small banks, and DSAs
engineered to handle the complexity of financial sales without the operational chaos.
Financial sales cycles are long, leads come from multiple sources and one missed
follow-up can cost you a high-value client. Here's what unchecked pipelines look like.
Inbound enquiries from portals. campaigns or referrals are manually assigned costing you the critical first-response window.
Teams work in spreadsheets, WhatsApp groups, and disconnected tools — making forecasting and oversight nearly impossible.
Duplicate entries, incorrect data, and unvalidated fields create downstream compliance headaches in regulated environments.
Managers can't tell which calls converted, which agents are underperforming, or where deals are stalling in the funnel.
Calls, WhatsApp, email, and SMS all happen in isolation — with no unified view of what a prospect has seen or responded to.
Relying on agents to remember follow-ups leads to missed touchpoints, especially across a large and distributed sales force.
Corefactors is designed for financial sales teams that move fast, handle
sensitive data, and need clear accountability at every stage of the funnel.
Whether leads arrive from your website, third-party aggregators, missed call campaigns, or WhatsApp — every enquiry is captured automatically and assigned to the right agent without manual intervention.
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Track every deal from first contact to disbursement or policy issuance. Configure stages specific to your sales process — whether that's loan underwriting, KYC, or portfolio onboarding — and get a real-time view of where revenue sits.
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Track every deal from first contact to disbursement or policy issuance. Configure stages specific to your sales process — whether that's loan underwriting, KYC, or portfolio onboarding — and get a real-time view of where revenue sits.
Financial sales depend on conversation quality. Our AI Call Intelligence analyses every recorded call for sentiment, objections, buying signals, and agent performance — in 40+ languages, at 120x the speed of manual review.
Give your sales managers the tools to set individual and team targets — whether by disbursement value, policies sold, or number of pitches — and monitor progress in real time. Every agent knows exactly what's expected and where they stand.
Give your sales managers the tools to set individual and team targets — whether by disbursement value, policies sold, or number of pitches — and monitor progress in real time. Every agent knows exactly what's expected and where they stand.
Automate multi-step engagement sequences triggered by lead actions or stage changes. Send timely WhatsApp messages, emails, or SMS — and let the system do the heavy lifting on follow-up while your agents focus on closing.
Financial sales isn't one-size-fits-all. See how Corefactors adapts
to the way your specific business operates.
DSAs live and die by lead conversion rates. With thin margins on lead acquisition, every enquiry must be contacted fast, followed up consistently, and tracked to closure. Corefactors is built for exactly this pressure.
Fintech sales teams deal with high lead volumes, multiple product lines (credit cards, BNPL, personal loans, investment apps), and aggressive conversion timelines. Corefactors gives you the automation infrastructure to scale without adding headcount.
Financial consultants and advisory firms rely on referrals, long relationship cycles, and personalised outreach. Corefactors helps you track every interaction, never miss a follow-up, and pitch the right product at the right time.
Wealth management firms handle complex, multi-product relationships with HNI clients where trust, timing, and personalisation are everything. Corefactors gives your relationship managers a single workspace to manage the full client lifecycle.
Small banks and NBFCs have distributed teams across branches, large volumes of inbound retail lending applications, and strict accountability requirements. Corefactors provides the centralisation and control you need without IT complexity.
Financial sales isn't one-size-fits-all. See how Corefactors adapts
to the way your specific business operates.
DSAs live and die by lead conversion rates. With thin margins on lead acquisition, every enquiry must be contacted fast, followed up consistently, and tracked to closure. Corefactors is built for exactly this pressure.
Fintech sales teams deal with high lead volumes, multiple product lines (credit cards, BNPL, personal loans, investment apps), and aggressive conversion timelines. Corefactors gives you the automation infrastructure to scale without adding headcount.
Financial consultants and advisory firms rely on referrals, long relationship cycles, and personalised outreach. Corefactors helps you track every interaction, never miss a follow-up, and pitch the right product at the right time.
Wealth management firms handle complex, multi-product relationships with HNI clients where trust, timing, and personalisation are everything. Corefactors gives your relationship managers a single workspace to manage the full client lifecycle.
Small banks and NBFCs have distributed teams across branches, large volumes of inbound retail lending applications, and strict accountability requirements. Corefactors provides the centralisation and control you need without IT complexity.
No switching between apps. No lost context. Every module
our financial sales process requires, unified in Corefactors.
Centralised lead management with auto-capture, intelligent assignment, validation rules, and deep calling insights — all in one view. Learn More
Visual deal tracking with configurable stages, stage duration analytics, and real-time revenue forecasting across your sales funnel. Learn More
Automated sentiment analysis, call summaries, buying signal detection, and agent performance scoring across every recorded conversation. Learn More
Structured task creation with deadlines, auto-reminders, and priority flags — so follow-ups happen on time, every time.
Set, monitor, and report on individual and team sales targets. Full visibility for managers, clear expectations for agents.
Multi-channel automated workflows triggered by lead stages, time delays, or inaction — keep prospects warm without manual effort. Learn More.
Auto-dialling campaigns with instant POP-CRM lead previews on call connect. Maximise agent talk time and conversion rates. Learn More
Sales dashboards, agent productivity reports, call dashboards, and target tracking — so every decision is backed by real data. Learn More
Full CRM access on mobile with an in-app dialer, geo-tracking for field visits, and data masking for sensitive contact information. Learn More
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Daily Disbursement Increase
Response Time Cut
Increase in Successful First Contact Calls
Book a personalised demo and we'll walk you through how Corefactors fits your exact
sales workflow — whether you're a 5-person advisory firm or a 200-seat DSA operation.
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