- Services
- Industries
- Solutions
- Technologies
- Discuss Your Tech Needs
Tell us your challenges, and we'll suggest the right tech solutions.
Let's Talk
- Hire Team
- Company
Tell us your challenges, and we'll suggest the right tech solutions.
Let's TalkBanking CRM Software Development in India
Customer information is often spread across core banking systems, spreadsheets, emails, and separate tools. Ouranos Technologies is a banking CRM software development company that builds custom CRM systems to bring customer data, relationship history, leads, tasks, and workflows into one connected platform.
Our banking CRM software development services cover customer management, lead tracking, relationship management, workflow automation, document handling, reporting, and integrations with banking and financial systems. The CRM is built around how your teams actually work rather than forcing them into a generic setup.
Whether you are a bank, lender, credit institution, fintech company, or financial services business, our banking CRM software development services help centralize customer information, improve relationship management, automate routine work, and connect the systems your teams already use.
Generic CRM software may not match banking workflows, internal systems, or customer management requirements. A custom banking CRM can bring customer data, relationship activity, workflows, and reporting into one system built around your operations.
Bring customer profiles, interactions, products, documents, activities, and relationship history together so teams have the context they need in one place.
Track enquiries, leads, opportunities, follow-ups, and relationship activities through a structured workflow that helps teams manage the next step.
Reduce repetitive manual work by automating tasks, reminders, approvals, assignments, notifications, and other routine processes.
Support controlled access with user roles, permissions, activity tracking, and audit trails based on your organization’s operational and security requirements.
We're proud of the strong relationships we build and the exceptional solutions we deliver.Read what our satisfied clients have to say about their experience with Ouranos.
Ouranos Team helped us to build the Architecture and Roadmap of our main Product. We got great support from the Team and Management. Even when We needed to alter our initial plans for the product, they were understanding and had the skillset needed to accommodate our request. We recommended Ouranos Technologies for sure.
Fuad Mansoor Sharaf
Dubai, UAE
It’s hard to find the right freelance talent online, but The team at Ouranos Technologies did a great Job. Initially, I hired 1 dedicated developer from Ouranostech for my project and he came up with the excellent skillset which I looking for. Now I’m collaborating with 3 dedicated developers on a monthly basis and till now it’s going very smoothly business with Ouranostech. Looking forward to a long-term business relationship. Thank You for your service.
Mikhail Bykov
Zug, Switzerland
Truly, the quality of the mobile & web app development service they offered was up to the mark. I hired Ouranos Technologies for my e-Commerce portal development. The team and especially the CEO of Ouranos Technologies helps me to let me know about the benefits of my web app to generate revenue. I would strongly recommend Ouranos Technologies to those searching for mobile & web app solutions. Recommended for all IT needs. Thanks.
Ala’a Daher
H. Hawalli, Kuwait
I have been working with Ouranos Technologies for over 4 years now. They have done amazing work for me. They help me in Web & Mobile app development in different technology and domain with extraordinary output. Impressed with the highly talented team & Management. I recommended Ouranos Technologies to everyone.
Todd Laken
Texas, United State
Team Ouranos did a great job of managing the timeline and communicating their progress throughout the project. They were accommodating in the face of unexpected changes and delivered all key features. Timely updating the positive status of the project is what every client is looking for and the team gets right to the point. Highly recommended Ouranostech. Cheers.
Victoria Schoeffel
Berlin, Germany
Latest Case Studies
See how we’ve helped businesses grow. From small startups to big companies, our teams have built fast and dependable tech solutions.
Our Customers
Build a custom banking CRM that brings customer data, relationship history, workflows, tasks, reporting, and connected systems into one platform designed around your operations.
Questions and Answers
Have questions about our banking CRM software development services, features, integrations, security, or development process? Get in touch with our team.
Get in Touch
Features can include customer profiles, lead and opportunity management, relationship tracking, branch and team workflows, task automation, document management, reporting, dashboards, and integrations with existing banking systems.
Yes. We can build API-based integrations with core banking systems, loan origination platforms, payment systems, identity verification tools, communication platforms, and other internal or third-party software.
Yes. A custom banking CRM can support multiple branches, departments, relationship managers, and user roles while providing centralized customer data and controlled access based on responsibilities.
We design security into the application architecture through role-based access, authentication controls, encryption, audit trails, secure API integrations, and other measures based on your technical and compliance requirements.
Yes. We can provide ongoing maintenance and support for bug fixes, security updates, performance improvements, integrations, and new features as your banking operations and CRM requirements evolve.
Banking CRM Software Solutions
We develop custom banking CRM solutions for customer management, relationship teams, sales workflows, reporting, automation, and integrations. Choose the capabilities that fit your business operations.
Create unified customer profiles that bring together contact information, product relationships, interactions, documents, notes, and activity history.
Track enquiries, prospects, opportunities, ownership, follow-ups, and pipeline stages through workflows tailored to your teams.
Connect your CRM with core banking platforms, loan systems, payment tools, communication platforms, identity services, and other business applications.
Built for Banking Operations
Banking CRM software has to work with existing systems, internal processes, user roles, and security requirements. We focus on building practical software around these realities instead of treating the CRM as an isolated application.
Your teams may manage customers, leads, service requests, approvals, and relationships differently. We map those workflows before building the software.
We can connect the CRM with the banking, lending, payment, communication, and internal systems that are already part of your operations.
Different users need different information. We design interfaces and permissions around the responsibilities of relationship managers, service teams, managers, and administrators.
Build a CRM that can evolve as you add branches, teams, products, customer segments, workflows, and integrations.
From Requirements to Launch
Our banking CRM development process starts with understanding your customer operations and continues through system design, development, testing, deployment, and ongoing support.
We review how your teams manage customers, relationships, leads, tasks, documents, approvals, and existing software.
We define the CRM structure, user roles, workflows, data model, screens, integrations, and technical architecture before development begins.
Built for Every Type of Document-Heavy Business
From small teams to large enterprises, our system adapts to any workflow that depends on organized, secure documentation.
Banks & Financial Institutions
Credit Unions & Cooperative Banks
Wealth & Asset Management Firms
Insurance & Financial Service Providers
NBFCs & Lending Companies
Fintech Companies
Countries We Serve
We work with companies across multiple countries. Each region has its own way of operating, and we adjust to those differences to keep projects smooth, predictable, and aligned with local business practices.
India
United States
Canada
Australia
United Kingdom
Give managers and relationship teams clear views of customer activity, workloads, opportunities, service requests, and other operational metrics.
Automate task creation, reminders, assignments, approvals, notifications, and recurring processes to reduce manual coordination.
Build reports and dashboards around the metrics your business actually tracks, from customer activity and pipeline performance to team productivity.
We consider authentication, access controls, encryption, audit trails, and secure integrations throughout the application architecture.
After launch, we can continue supporting the product with maintenance, improvements, integrations, performance work, and new features as requirements change.
We build the CRM modules and connect them with the relevant banking, financial, communication, or internal systems.
We test workflows, permissions, integrations, data handling, and key user journeys before preparing the system for production.
We support deployment, onboarding, issue resolution, maintenance, and future improvements after the CRM goes live.
Multi-Branch Financial Businesses
Germany
France
UAE
Philippines
Netherlands
Sweden
Saudi Arabia
