Unified Branch Office Portal

Unified Branch Office Portal

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Simplified customer operations, onboarding, experience and journey

In the financial ecosystem, physical branch offices have traditionally always played an overarching role for lenders. Branch based transactions instil the demanded magnitude of trust, loyalty, and customer confidence, indispensable for all-weather business relations to thrive.

The inherently paper-based and iterative processes, decentralized verification systems, suboptimal communication, and limited visibility still exemplify Indian banking operations, affecting both the service providers and the consumers.

Unified Branch Office Portal converges and simplifies the customer onboarding journey across the financial product and service lines by providing an agile and empowering operating experience. The system architecture is integrated with the analytical engine of InteGREAT and draws heavily upon the core competencies of Perfios in real-time analysis and decisioning.

The Branch Office Portal can ingest data inputs in physical & digital formats (PDFs, hard copies,and images) and provide a single pane of visibility to the lenders into the financial position of the prospective applicants.

Simplified Implementation Process

Profile Creation
Data Uploads (Local/Remote)


  • For the Branch Operator:
    • Single window access
    • Integrated verification and Analysis
  • For customer
    • Remote access
    • End to end visibility
  • Multi-data type compatibility
  • Ready to use reporting and MIS
  • Financial insights for underwriting and decisioning
  • Inbuilt capability of OCR extraction for known-documents (PAN, Aadhaar, passport, driver license, voter Id).
  • Fully configurable to suit your business needs
  • Application tracking and monitoring
  • Built with security & data privacy at the forefront
  • Process enforcement and audit trails
  • Digital verification of applicant against various sources (NSDL, Bureau, MCA, professional bodies like CA, Doctor).
Improves speed and efficiency of the branch operator
Improves speed and efficiency of the branch operator
Quick Go-Live
Quick Go-Live


Complete transparency for the bank and customer
Complete transparency for the bank and customer
Branch Assisted digitization
Branch Assisted digitization
Better customer delight and loyalty
Better customer delight and loyalty

safe and secure

Perfios is Information Security Management Certified (ISO 27001) Security Seals Certified Seal Privacy Seals Business Seals ISO 27018