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Wealth Managment

Perfect App for your Financial Advisors

Sell Investment Products

Other Financial Investment Vehicles



Mutual funds


Insurance Products

Estate Planning

Education Savings


Sales Lead Management for Banking Products

Personal Loan

Business Loan

Vehicle Loan

Gold Loan

Fixed Deposit

Credit Cards

Home Loan

ULIPs & Investments

Fin Garuda - Multi Portfolio Debt Recovery CRM
Fin Garuda - lead capture and upload

Capture Leads from All Channels

Add leads from channels such as Stores, Digital apps, Phone calls, Email, Social media, Lending marketplaces, DSA,  DST & More.


Integrate through API or Simply Upload the file.

Logic based Lead Distribution

Assign data automatically or manually based on pre-defined logics to Call Centers or Sales agents.

Fin Garuda - Lead Distribution Logics
Fin Garuda - Segmentation

Segment Customer Data at a Click

Get maximum leads by running personalized campaign based on customer data segmentation on criteria such as –

I.    Product

II.   Portfolio

III.  Past Payments

IV.  Credit rating

V.    Income

VI.   Demography

VII.  Age

VIII. Gender

Perfect fit for Individual Sales Reps and Large Enterprises

Custom workflows for Direct Sales Agents (DSA), Direct Sales Teams (DST), Insurance Companies & brokers. Also scalable for large banking enterprises.

Fin Garuda - Ideal Solution for Individuals, DSA & Large Enterprises
Fin Garuda - Mobile Responsive Insurance CRM

Mobile Responsive Banking CRM

Intuitive interface that provides seamless experience on smartphones, tablets, and other internet-enabled devices.


Optimize cost with Work from Home (WFH) or Work from Anywhere environment.

Design Self Service Forms & Portal for Customer Info Updation

Speed up your customer onboarding with self service forms that are encrypted with SSL protection. Mobile app protected with OTP authentication. Send form links on SMS & WhatsApp. Customer can update forms at his convenient time.

Fin Garuda - Self Serve Portal
Fin Garuda - Omni-Channel Communication Toolkit In CRM

Omni-Channel Communication Toolkit In CRM

Call, SMS, WhatsApp & Email from 360° Customer Profile.


100% Recording of all incoming and outgoing call conversations on cloud phone users.

Automated Follow-ups and Alerts

Get alerts and notifications on events such a broken Promise-to-Pay (PTP) or scheduled follow up calls.

Fin Garuda - Automated Follow-ups and Alerts
Sphere on Spiral Stairs

Other Product Features

These unique product features help your business get the maximum efficiency and productivity from debt collection process


Role based Accessibility

Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.

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100% Auto Reminders

Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.

Work from Anywhere

Work from Anywhere

Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.

100% Call Recordings

100% Call Recordings

For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.

Flexible Installation

Flexible Installation

On-Premise or Cloud Installation with options to White label  with LOGO, Domain Names, DNS Records, Workflows etc.

FREE Document Manager

FREE Document Manager

Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.

Sphere on Spiral Stairs

Flexible Pricing Model That Suits Your Business

Add or reduce CRM licenses based on the number of active users.

Pay as you go with 30 days notice period. One-Time Set-up Fee Apply.

Get in Touch

Yocoya Technologies & Services LLP

19/3, 3A Floor, Srinivasa Industrial Estate,
ura Main Road, Konanakunte,
Bangalore, Karnataka 560062

+91 9148906916

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