Fintech Payment Aggregator for Smooth Transactions

Fintech Payment Aggregator for Seamless Transactions

Created a unified payment gateway for a fintech innovator—enabling real-time settlements, regulatory compliance, and multi-channel integrations.

AI-Powered AML Software for Financial Security

AML Software: Fighting Financial Crime with AI

Explore how AI-powered Anti-Money Laundering solutions are transforming fraud detection, risk scoring, and compliance in global finance.

Smart Finance Management Platform for Enterprises

Developed an intelligent finance system with CRM-enabled dashboards, predictive analytics, and automation to drive smarter business decisions.

Industry Metrics at a Glance

$3.5

Trillion

Digital payment market value by 2027

$4.45

Million Annual losses

of financial institutions due to cybersecurity breaches

Billion

AI adoption in banking by 2023

Risk & Workflow Management Transformed by Financial Services Software

With a decade of fintech engineering expertise, TRooTech partners with banks, insurers, investment firms, and neo-finance platforms to build robust, AI-driven systems that streamline financial operations, enhance client servicing, and ensure regulatory compliance.

Our tailored services help BFSI leaders unify data, predict risks, and digitize the customer lifecycle while staying audit-ready and innovation-focused:

AI/ML for credit risk scoring, fraud detection, algorithmic trading, and regulatory reporting automation.

CRM integrations with Salesforce Financial Services Cloud and custom stacks for wealth advisory, claims automation, and customer onboarding.

Custom core banking, policy admin, and investment platforms aligned with domain-specific KPIs, compliance standards, and multi-entity workflows.

Cloud-native, zero-trust architectures supporting open banking APIs, encrypted transactions, and scalable microservices for future-ready finance delivery.

From AI-led decision-making to real-time compliance orchestration, TRooTech helps BFSI institutions transition from legacy infrastructures to secure, intelligent ecosystems that unlock innovation and trust.

Secure, Adaptive Fintech Solutions

Loan Management / Servicing Software

We empower digital lenders with AI-enabled loan servicing systems that automate origination, personalize borrower journeys, and integrate CRM workflows—streamlining compliance, risk profiling, and repayment orchestration across consumer and enterprise lending portfolios with speed and precision.

Core Features:

AI Credit Scoring

Automated Origination

CRM-Based Borrower Journeys

Regulatory Reporting

Digital Document Management

Banking Software Solutions

TRooTech engineers real-time, cloud-native banking platforms enriched with AI fraud detection, secure API infrastructure, and CRM-integrated onboarding—enabling modern banks to scale omnichannel experiences while strengthening compliance, ledger accuracy, and customer engagement.

Core Features:

24/7 Omni-Channel Access

CRM-Enabled Onboarding

Real-Time Ledger Sync

AI Transaction Monitoring

PSD2/Open Banking Ready

Insurance Management Software

Our consultants build AI-automated insurance platforms that unify policy administration, claims workflows, and CRM-based communication—enabling insurers to minimize turnaround times, ensure compliance, and scale operations across traditional and digital touchpoints without disrupting service.

Core Features:

AI-Driven Underwriting

CRM Claims Automation

Policy Lifecycle Orchestration

Data Privacy Controls

Compliance-Ready Architecture

Investment / Wealth Management Software

TRooTech delivers AI-curated investment platforms with real-time analytics, CRM-driven engagement, and dynamic risk modeling—supporting wealth managers, HNIs, and advisory firms in delivering personalized, data-backed planning for long-term financial growth.

Core Features:

AI Portfolio Optimization

Real-Time Wealth Dashboards

CRM-Based Advisor Tools

Custom Risk Profiling

Educational Client Modules

Payment Processing Software

Our engineers craft unified, PCI-compliant payment systems with multi-channel gateway support, real-time settlement, and CRM-led billing—helping fintech providers and merchants modernize transaction flows while enhancing security and user experience.

Core Features:

Multi-Channel Payments

API-Led Integration

CRM-Driven Billing

Mobile & POS Support

PCI DSS Compliance

Governance, Risk, & Compliance (GRC) Software

TRooTech integrates AI-based risk scoring, automated audits, and CRM-linked compliance management—empowering finance enterprises to centralize governance, reduce regulatory overhead, and drive accountability with real-time anomaly alerts and secure policy enforcement.

Core Features:

AI Risk Intelligence

Streamlined Audit Automation

CRM-Centric Policy Workflows

Document Lifecycle Management

Executive Dashboards

Reimagine Fintech Intelligence

Harness AI-driven platforms, CRM-integrated workflows, and secure fintech ecosystems engineered by TRooTech to accelerate lending, banking, insurance, and wealth management innovation with compliance and scalability at the core.

Why TRooTech for BFSI

AI-Driven Risk & Fraud Detection

Implement machine learning models to detect anomalies, reduce fraud, and assess creditworthiness in real-time.

End-to-End CRM Automation

Deploy custom CRMs for client onboarding, KYC, and lifecycle management using Salesforce, HubSpot, or tailored vertical solutions.

Omnichannel Financial Platforms

Build cloud-native platforms integrating mobile banking, web portals, ATMs, and agent systems for consistent, secure client experiences.

Compliance-First Architectures

Ensure PCI-DSS, SOC2, GDPR, and RBI compliance across all modules, backed by audit trails and real-time access control frameworks.

Robo-Advisory & WealthTech

Design AI-powered investment assistants and automated portfolio managers tailored to retail, HNI, and institutional clients.

Insurance Digital Core Systems

Digitize policy lifecycle, claims processing, and underwriting workflows with AI, CRM, and real-time analytics.

Frequently Asked Questions

Yes. We integrate eKYC, video verification, and document intelligence into secure onboarding workflows that reduce time and improve compliance.

We use secure architectures, encrypted data storage, access audits, and regulatory toolkits for RBI, SEBI, GDPR, and local compliance mandates.

Yes. Our systems detect anomalies, flag suspicious activities, and alert risk teams using ML-driven rule engines and real-time data pipelines.

Absolutely. We use microservices, middleware, and hybrid-cloud architectures to modernize legacy core banking platforms without disrupting operations.

Future-Ready Finance Platforms

Partner with TRooTech to build AI-powered, CRM-integrated, and compliance-first fintech systems that transform banking, lending, insurance, and wealth management into secure, intelligent ecosystem