BSFI (Banking, Financial Services, Insurance)

At Nuvirateck, we empower BFSI teams to manage regulated projects, streamline customer support, and align product operations — all within a compliant, audit-ready environment.

Whether you’re overseeing loan systems, digital onboarding journeys, or internal IT workflows, our platform connects ITSM, portfolio management, and task execution under one secure, collaborative layer.

Stay compliant. Move faster. Deliver better experiences — across branches, teams, and customers.

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Fast Track KYC Process

Rapid ingestion and processing of customer documents

Advanced OCR combined with vision-language models to accurately extract and structure data from complex documents

Automate steps from data capture to verification

Maintain comprehensive, audit-ready records

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Enhance Efficiency in Project Management with AI

Leverage AI to create project boards and track progress while integrating with tools like Jira, Asana and more. With real-time insights, we ensures efficient and effective project delivery. Efficient project documentation, risk assessment, and workload distribution ensure timely project completion without compromising quality

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Smarter Document Management for Agile Teams

Our document workspace streamlines creation, organization, and collaboration — enabling instant document generation, content summarization, and seamless teamwork.

With features like external file embedding, granular access control, and advanced formatting, it supports secure, efficient, and fully integrated workflows across your organization.

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AI-Powered Forms: Faster, Smarter, Seamless

Effortlessly build, customize, and automate forms using AI and predefined templates, with no coding required. Schedule responses, track submissions, and streamline workflows—all from a single, user-friendly platform designed for high-performing teams. Additionally, integrate these forms seamlessly into existing processes, ensuring consistency and enhancing overall productivity across projects.

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Build Product Docs with AI

Our AI generates any Business and IT ops-related documents, such as service management strategies, IT operations strategies, Service level management, and others, instantly using simple and easy prompts available in the prompt library.

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Instant Insights from Docs

Upload any Business and IT Ops related docs, example, SOPs, Training manuals, Service strategy document or others, and simple able to chat with the Doc to extract insights, refine strategies and generate content ideas.

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