PAYMENTS

Omnichannel Client Software

Unified & Intelligent Customer Engagement

Integra’s Omnichannel Client Software empowers FinTech innovators and established BFSI enterprises to deliver unified, personalized experiences that build trust and drive engagement, transforms field operations, making agents more efficient, compliant, and customer-centric.

Ready to unify your customer journeys and drive unparalleled engagement and efficiency?

Partner with Integra today. to Empower Your Field Force, Expand Your Reach and Deliver Exceptional Customer Experiences.

The Challenge: Fragmented Customer Journeys in BFSI

Many financial institutions struggle with disconnected customer experiences, leading to frustration, inefficiency, and lost opportunities.

Customer Churn

A fragmented customer experience can lead to significant dissatisfaction. Studies show that over 60% of banking customers would consider switching providers due to a poor or inconsistent omnichannel experience.

Operational Inefficiency

Siloed channels and systems often result in agents lacking complete customer context, increasing average handling times by up to 30% and escalating operational costs.

Missed Sales Opportunities

Inconsistent messaging or inability to transition smoothly between channels can lead to up to 20% of potential sales opportunities being lost.

Data Silos

Customer data often resides in separate systems for each channel, making it challenging to get a holistic view and personalize interactions effectively.

Integra Omnichannel Client Software: Seamless Experiences for BFSI

In today’s digital-first world, customers expect seamless, consistent interactions with their financial institutions across every touchpoint—whether it’s a mobile app, website, call center, or physical branch. Integra’s Omnichannel Client Software empowers FinTech innovators and established BFSI enterprises to deliver unified, personalized experiences that build trust and drive engagement.

We enable your organization to connect every customer journey, ensuring a cohesive and efficient interaction regardless of the channel chosen, including robust support for your ground agents and business correspondents in the field.

Omnichannel Client Software

Our Solutions

Squirrel Device →

Redefine digital payments with a focus on high performance, real-time transparency, and robust security, ensuring seamless experiences for everyone.

iMFAST Terminal →

Partner with us to implement a secure, scalable, and citizen-first AePDS platform.

iMFAST Payment Device →

Transform cash-based businesses into digital-first enterprises and drive financial inclusion.

Use Cases & Potential Applications for FinTech & BFSI

Integra’s Omnichannel Client Software empowers a wide range of critical applications in the financial sector.

Seamless Account Opening & Onboarding

Allow customers to initiate account opening online, complete KYC via video call, or finalize documentation through an agent-assisted process, including KYC re-verification, all within a connected journey.

Case Study: A leading private bank implemented Integra’s omnichannel solution, reducing customer onboarding abandonment rates by 15% and accelerating the average account opening time by 20% across digital and agent-assisted channels.

Comprehensive Payment & Collection Services

Facilitate diverse payment options for customers, including Aadhaar-enabled payments and debit card transactions. Empower agents to assist with bill payments and debt recovery directly in the field.

Case Study: A microfinance institution saw a 10% increase in collection efficiency by empowering agents with mobile POS devices for Aadhaar-enabled payments and debt recovery, reducing manual reconciliation time by 25%.

Expanded Product Sales & Servicing

Enable agents to generate loan leads, sell micro-insurance policies, and enroll customers in pension schemes. Offer access to various savings products (FD, RD) through agent-assisted channels for last-mile reach.

Case Study: An NBFC expanded its reach into underserved markets, achieving a 12% increase in new loan applications and a 7% rise in micro-insurance policy sales by equipping its field agents with comprehensive sales and servicing tools on mobile platforms.

Proactive Customer Support & Issue Resolution

Identify customer issues early and offer proactive support through their preferred channel, reducing inbound call volumes and improving resolution rates.

Case Study: A large insurance provider integrated its customer service channels, leading to a 25% reduction in average customer issue resolution time and a 15% increase in customer satisfaction scores.

Unified Wealth Management Advisory

Provide high-net-worth clients with consistent access to their advisors and portfolio information across secure digital portals, video calls, and in-person meetings.

Case Study: A wealth management firm saw a 12% increase in client engagement with their digital platforms after implementing an omnichannel strategy, facilitating more frequent and personalized interactions.

Unified & Intelligent Customer Engagement

Integra’s Omnichannel Client Software is designed to create a cohesive, intelligent, and highly personalized customer experience across all touchpoints, tailored for the stringent demands of the BFSI sector.

Unified Customer View

Provide a single, comprehensive view of every customer’s interactions, history, and preferences across all channels, empowering agents and staff with full context.

Seamless Channel Handoff

Enable customers to start an interaction on one channel (e.g., mobile app) and seamlessly continue it on another (e.g., call center, branch, or with a field agent) without repeating information.

Comprehensive Agent-Assisted Service Delivery

Enable agents to perform critical services including Aadhaar-enabled payments (AEPS), debit card transactions, bill payments, micro-insurance sales, pension scheme enrollments, loan lead generation, debt recovery, account opening, KYC re-verification, and sales of savings products (FD, RD).

Agent-Enabled Platforms

Empower your ground agents and business correspondents with intuitive mobile, web, and POS-based platforms to deliver a wide range of services directly to customers in the field.

Personalized Interactions

Leverage customer data and AI-driven insights to deliver tailored product recommendations, proactive support, and relevant communications across all touchpoints.

Integrated Communication Tools

Embed chat, video conferencing, co-browsing, and secure messaging directly into your digital platforms, enhancing self-service and assisted interactions.

Analytics & Insights

Gain real-time analytics on customer journeys, channel performance, and interaction effectiveness to continuously optimize experiences and identify trends.

Why choose Integra ?

Choosing Integra means partnering with a leader in secure, scalable, and compliant omnichannel solutions for the financial sector.

BFSI Domain Expertise

Our deep understanding of financial regulations, customer expectations, and operational complexities ensures tailored omnichannel strategies.

Integrated Platform

We provide a comprehensive suite that unifies disparate systems, creating a truly connected customer journey across all channels, including agent-assisted.

Enhanced Customer Satisfaction

Our solutions are designed to deliver frictionless, personalized experiences that significantly boost customer loyalty and advocacy.

Operational Efficiency

Streamline workflows, reduce manual effort, and empower your teams with the right information to serve customers more effectively.

Ready To See What's Next?

Connect every customer journey, ensuring a cohesive and efficient interaction regardless of the channel chosen, including robust support for your ground agents and business correspondents in the field.

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