BFSI Industry – Empowering Digital Transformation with Hridayam

In the fast-paced world of Banking and Financial Services (BFSI), where compliance, speed, and security define competitive advantage, outdated manual systems are no longer viable. Institutions face mounting pressure from regulators, customers, and internal leadership to digitize operations, enhance compliance, and mitigate risk.

Hridayam Soft Solutions understands the complex landscape of BFSI—from traditional banks and NBFCs to cooperative credit societies and insurance firms. Our solutions are designed to solve real operational problems, not just check a technology box.

Banking professionals using digital tools like DMS, CKYC, and invoice automation for BFSI process management

Industry Challenges

Senior leaders in BFSI are no strangers to the operational bottlenecks that come with scale and regulation:

Paper-based KYC compliance and manual XML generation for CERSAI
Tedious onboarding of sales agents and branch-level staff
Risk-prone contract approvals and untracked document workflows
Ghost assets, missing depreciation records, and audit panic
Inability to quickly and compliantly mask AADHAR numbers from scanned documents

How Hridayam Helps

Bank employees managing documents securely using ShareDocs Enterpriser ECM platform

ShareDocs Enterpriser – ECM for BFSI

  • Digitize policy documents, KYC records, circulars, and customer agreements

  • AI-powered metadata extraction – account numbers, client IDs, dates

  • Office 365 ECM integration for collaborative reviews

  • Secure document workflow with audit trails and approvals

Bank back-office team uploading CKYC files through automated CKYC processing platform

CKYC Processing Solution

  • Central KYC XML submission to CERSAI

  • Bulk CKYC validation tool

  • Compliance-ready workflows with audit logs

Banking staff using AI-based software to mask Aadhaar numbers in KYC documents

AI-Based AADHAR Masking Service

  • Compliant with UIDAI and RBI data privacy mandates

  • Available as API or via secure SFTP

  • Automated detection and masking of AADHAR numbers from scanned images or PDFs

  • Ideal for onboarding documents, loan forms, and KYC scans

HR executive onboarding new banking staff digitally through HRDMS platform

HRDMS – Employee Onboarding Software

  • Remote onboarding tool for sales teams and field agents

  • HR workflow automation with e-sign and document upload

  • Compliance onboarding software aligned with RBI norms

Finance admin scanning asset tags in a bank using fixed asset management system

FAMS – Fixed Asset Management Software

  • Barcode asset tracking software

  • Asset audit and inventory system with branch-wise logs

  • Asset depreciation tool aligned with Ind AS

  • Mobile asset scanning app for audit teams

Business Benefits for BFSI

90% faster retrieval of compliance documents during audits
Complete KYC lifecycle automation with CERSAI upload
Zero ghost assets through real-time barcode tracking
Seamless onboarding of employees and sales staff
Instant AADHAR redaction for privacy compliance
Better governance, fewer compliance surprises

Frequently Asked Questions

Can ShareDocs help with audit preparation?

Absolutely. You can retrieve contract approvals, client docs, and communications instantly.

Is the CKYC tool compatible with NBFC workflows?

Yes, it's built for banks, NBFCs, and insurers with bulk processing support.

Do we need training for HRDMS?

Minimal. It's built for HR teams with zero technical complexity.

Can FAMS track ATM infrastructure?

Yes. ATMs, UPS, air conditioners – all can be tagged and tracked.

Is the solution RBI and CERSAI compliant?

Yes. All modules follow RBI circulars and CERSAI formats.

Can we access these solutions via cloud?

Yes. All our platforms are cloud-based and scalable.

Does ECM support Office 365?

Fully integrated – including version history and co-editing.

Can onboarding workflows trigger emails to candidates?

Yes. Automated notifications are part of the workflow.

How long does a CKYC file take to process?

Usually under 30 seconds after data validation.

Does AADHAR masking work on scanned PDFs?

Yes. Our AI engine detects and masks AADHAR numbers in both images and text-based PDFs.

Can the AADHAR masking tool be integrated with our DMS?

Yes, via API or SFTP workflows.

Empower Your BFSI

Empower your BFSI operations with compliance-ready document management and CKYC automation. Digitize securely, act smartly!

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Hridayamsoft Solution

Email: info@hridayamsoft.com
Phone: +91-915201 7447/48/49/50
Address:
501, Thakkar Heights,
Village Road, Opposite CEAT Tyres,
Nahur West, Mumbai – 400078, India

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