Empowering financial institutions with secure, intelligent, and scalable solutions

Delivering AI-driven, Salesforce-integrated platforms that enhance operational efficiency, ensure compliance, and elevate customer experiences across the BFSI sector.
At ekSource, we help financial institutions move beyond legacy systems and disconnected workflows to modernize operations, mitigate risk, and create exceptional customer experiences. Our solutions power banks, insurers, wealth managers, and fintech companies with platforms that drive agility, insight, and growth.
From automating loan processing and deploying AI-driven fraud detection to enabling personalized financial advisory through Salesforce, we turn technology into a competitive advantage. Whether you’re a fast-scaling FinTech or an enterprise bank, we help you stay ahead of compliance, customer expectations, and cost pressures—while accelerating innovation.

$50B

Projected global hotel tech market size by 2032

29% CAGR

Guests prefer hotels with mobile-first check-in/out and service options

$2T

Hospitality leaders investing in smarter parking and valet operations

66%

Average increase in revenue from personalized loyalty engagement

90%

Increase in upsell conversions with integrated concierge + PMS data

Solving real challenges for financial institutions

Banks, insurers, and fintech companies today operate in a high-stakes environment—where trust, speed, compliance, and personalization are non-negotiable. At ekSource, we build solutions that tackle these challenges head-on.

ekSource solutions built for the financial services industry

We develop and implement solutions that process millions of transactions annually for leading financial institutions.

Trading and Investment Platforms

Support real-time trading, portfolio management, and market analysis, catering to both retail and institutional investors.

Automated Loan Processing Platforms

Automate the loan lifecycle—from application to approval—we reduce processing times, minimize errors, and improve customer satisfaction.

Personalized Financial Advisory Tools

Develop tools that offer clients tailored investment advice, budgeting assistance, and financial planning with AI/ML.

Regulatory Compliance Management

Ensure adherence to regulatory standards by automating compliance checks, reporting, and audit trails.

Data Analytics and Reporting Dashboards

Build intuitive dashboards using tools like Power BI, Tableau, and Domo, enabling institutions to visualize key metrics and make data-driven decisions.

Mobile Banking and eWallet Applications

Offer customers convenient access to banking services, including fund transfers, bill payments, and account management, with user-friendly mobile solutions.

Insurance Claim Processing Systems

Automate claim submissions, evaluations, and settlements, improving efficiency and customer experience.

Salesforce Financial Services Cloud Integration

Leverage Salesforce to unify customer data, providing a 360-degree view of client interactions. This integration facilitates personalized services, efficient case management, and streamlined compliance tracking.

AI-Powered Fraud Detection Systems

Analyze transaction patterns in real-time to identify and prevent fraudulent activities, enhancing security and trust with AI solutions.

AI-powered innovations for financial services

Our AI-powered tools automate complex processes, reduce risk, and deliver smarter, more personalized solutions.

Why leading financial institutions trust ekSource

Domain Expertise

Over a decade of experience in delivering solutions tailored to the financial sector.

Scalable Architectures

Our systems are designed to handle high volumes of transactions with reliability and speed.

Compliance-Ready Solutions

We ensure our platforms meet industry regulations and standards.

Innovative Technologies

By integrating AI and Salesforce, we provide cutting-edge solutions that drive growth.

Client-Centric Approach

We collaborate closely with clients to understand their needs and deliver customized solutions.

Real-world results with leading financial institutions

Beyond finance: Our industry expertise

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Manufacturing and Industrial
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Manufacturing and Industrial

We help industrial and manufacturing companies digitize operation..

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Manufacturing and Industrial
02
Healthcare and HealthTech
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Healthcare and HealthTech

We deliver secure, interoperable, and regulatory-compliant..

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Healthcare and HealthTech
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Logistics and Transportation
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Logistics and Transportation

From real-time tracking to fleet management systems, ekSource helps …

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Logistics and Transportation

Ready to transform your financial services?

Partner with us to develop secure, intelligent, and scalable solutions that drive innovation and customer satisfaction.