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BFSI Solutions

Secure, intelligent technology for modern financial services

CoReCo helps banks, lenders, insurers, investment firms, and wealth businesses modernize underwriting, risk, operations, and customer journeys—delivered by engineers fluent in regulated data and mission-critical platforms.

Banking, financial services, and insurance technology

Featured use cases

Practical applications of AI, analytics, and workflow automation across underwriting, portfolio management, compliance, insurance, and lending operations.

Financial documents and analysis for underwriting
Use case 01

AI-Driven Underwriting Automation

Ingest borrower and merchant documents, run standardized risk and compliance checks, and route only ambiguous cases for human review—helping teams reach consistent decisions faster.

Portfolio analytics and financial market data
Use case 02

Portfolio & Fund Analytics

Bring NAV, cash flow, exposure, MOIC, and IRR into one live view with scenario modeling that helps fund managers answer “what if” questions in real time.

Compliance documentation and regulatory review
Use case 03

AI-Enabled Compliance Reporting

Turn documents, forms, and voice inputs into structured AML and KYC reporting workflows with controlled review, traceability, and audit-ready records.

Insurance Claims Automation

Use OCR and workflow automation to capture claims data, validate documents, and route exceptions for review—reducing repetitive handling while preserving human oversight.

Digital Lending & Debt Management

Connect borrower onboarding, servicing, collections, and recovery workflows in one secure platform, with early-risk signals and role-based actions.

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Data-extraction accuracy for insurance documents

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Times faster insurance form-to-system processing

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Reduction in manual underwriting handling (up to 80%)

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Reduction in investment-reporting preparation time (up to 60%)

BFSI capabilities

What we do
Digital lending and underwriting

Paperless onboarding, automated validation, compliance-ready workflows, and seamless core-system integration.

Investment and capital-markets platforms

Unified fund, portfolio, deal, and fixed-income intelligence for faster, data-led decisions.

AI risk, debt, and recovery

Early-warning risk signals, configurable recovery workflows, and proactive NPA management.

WealthTech and personalization

Behavioral profiling, tailored investment recommendations, and personalized client engagement.

Intelligent document processing

AI and OCR extraction, normalization, validation, and straight-through insurance processing.

Secure multi-tenant architecture

Data isolation, role-based access, auditability, and integration across regulated financial ecosystems.

Financial services teams working across lending, risk and investment operations

Real problems, real outcomes

Real BFSI engagements from our portfolio.

Trusted by leading companies

Video library

BFSI intelligence in action

Downloadable resources

Guides, reports, and insights for banking, financial services, and insurance leaders. New resources added regularly.

5 Bottlenecks that Cost You Millions

Five common operational bottlenecks and how to solve them.

List of 10 AI Use Cases

Ten practical AI use cases for shaping a focused, measurable AI roadmap.

Free Checklist: 21 Questions Before Choosing a Tech Outsourcing Partner

21 questions to evaluate any tech outsourcing partner before committing.

Industry specialists

Our Experts

Meet the specialists helping financial-services teams turn complex operational challenges into secure, practical digital solutions.

Vikram Patil

Vikram Patil

Co-Founder & VP, Digital Services

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Suhas Patil

Suhas Patil

Director, IoT Solutions

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Vaibhav Patil

Vaibhav Patil

Sr. Manager, Engineering

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Let's talk about your project

Tell us about your lending, risk, investment, wealth, or insurance challenge, and our team will follow up to discuss the right approach.