Case Study: Leading Indian NBFC achieves faster onboarding and increased loan disbursements with Datamatics' Customer On-boarding & Partner Agent Sales App

Customer On-Boarding & Partner Agent Sales App for a Leading Indian NBFC to Disburse Loans

Leading Financial Institution, a leading Indian NBFC that has financed over 7 million customers across 225 locations, needed to boost personal loan demand generation through channel partners while enabling fast, easy customer onboarding, quicker KYC (UIDAI/NSDL) verification, incentive tracking for partners, and a seamless experience for users in low‑bandwidth areas. Datamatics was engaged to solve these challenges with a mobile customer and partner agent solution.

Datamatics implemented an Android Customer Loan Financing App (Customer On‑boarding & Partner Agent) that supports OTP sign‑up, agent‑led loan submissions and referral schemes, instant KYC via UIDAI/NSDL/Bureau APIs, offline caching for remote users, real‑time business rules, and automatic referral disbursals. The Datamatics solution accelerated onboarding and KYC, automated partner payouts and tracking, and expanded the Leading Financial Institution’s retail reach and loan pipeline.