Leverage purpose-built solutions for banking to deliver seamless experiences, using AI and data to enhance trust and loyalty. Simplify onboarding, scale services, and personalize engagements for increased satisfaction.

Seamless Financial Integration Through Data Innovation

Customer 360

Incepta, powered by Salesforce, revolutionizes the financial landscape with Banking Customer 360, utilizing the #1 AI CRM for financial services. This transformative platform empowers your institution to cultivate trusted relationships, enhance productivity, and drive personalization while optimizing costs.

With Banking Customer 360, you can seamlessly navigate the lending lifecycle online, fostering operational efficiency and simplifying borrower experiences. By unlocking the potential of data, personalized insights are generated, enabling you to demonstrate that you Know Your Customer.

Tailoring experiences and streamlining onboarding processes fortifies relationships, drives referrals, and accelerates scalability. Additionally, Incepta facilitates compliance adherence, ensuring your operations remain aligned with regulatory standards while delivering differentiated insights for enhanced deal management.

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Data & Reporting

We provide banks with essential tools and insights to navigate this digital era effortlessly. Our customized solutions empower institutions to enhance customer relationships, streamline operations, manage risks, and achieve a competitive advantage. With our combined expertise and collaborative spirit, we enable banks to unlock the full potential of their data assets, propelling them towards enduring success in today’s data-driven landscape.

Through our partnership, banks gain access to tailored strategies and comprehensive support to optimize their operations, address challenges, and seize opportunities. From customer-centric initiatives to operational efficiency enhancements, we work hand in hand with banks to deliver transformative solutions that drive tangible results and establish them as leaders in the evolving financial landscape.

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We offer comprehensive integration solutions tailored specifically to meet the evolving demands of financial institutions. Our B2B services provide a holistic approach to integration, ensuring that banks can deliver connected experiences across every touchpoint. From retail banking to corporate and investment banking, our solutions enable institutions to engage customers and employees through a single, connected platform. By automating processes, simplifying onboarding, and deepening relationships, we empower banks to secure customer loyalty, generate referrals, and scale efficiently.

Our purpose-built banking solutions leverage APIs to unlock core systems, optimize customer onboarding, and facilitate open banking initiatives. By eliminating system complexity, reducing friction in key processes, and ensuring compliance with global regulations, we enable banks to stay agile, competitive, and future-ready in an increasingly digital world.

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Hyper Automation

We empower organizations to enhance efficiency, resilience, and productivity across all facets of their operations. By leveraging intelligent automation and generative AI, we enable businesses to streamline resource-intensive tasks, improve accuracy, and reduce costs.

Our comprehensive solution strengthens controls, mitigates risks, and unleashes workforce productivity, ensuring financial and operational resilience in today’s dynamic market landscape. With a focus on safeguarding organizations from cyber threats and fraud, we drive enterprise-wide efficiency, compliance, and productivity, accelerating transformation through the seamless integration of secure automation and AI technologies across teams and processes.

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API Security

We offer comprehensive Banking API Security services aimed at safeguarding financial institutions’ digital assets and ensuring regulatory compliance. Leveraging advanced technologies and industry best practices, we provide robust solutions to protect sensitive data and prevent unauthorized access to banking APIs.

Our services encompass thorough risk assessments, implementation of stringent security measures, and continuous monitoring to mitigate potential threats and vulnerabilities effectively.

With Incepta’s Banking API Security services, financial institutions can rest assured knowing that their API endpoints are fortified against cyber threats and unauthorized access attempts. By prioritizing security and compliance, we enable banks to foster trust among their customers and partners while maintaining the integrity and confidentiality of their data.

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Customer 360

  • Scale service for Banking

    Deliver personalized service in banking with automation, AI, and data. Leverage a purpose-built retail banking CRM that helps you simplify processes, increase efficiencies, and anticipate customer needs.

  • Streamline Customer Onboarding and Compliance

    Simplify one of the most complex processes while making a great first impression with your customers. Modernize onboarding experiences with guided discovery and automation.

  • Personalize intelligent, data-driven engagement

    Unify data and leverage AI to deliver relevant, personalized experiences at scale. Improve loyalty and increase retention by exceeding customer expectations with banking software.

  • Streamline digital lending

    Simplify lending from origination to service. Drive borrower satisfaction through personalization and accelerate approvals with streamlined digital processes.

Unify Your Customer Data and Deliver Personalized Banking Experiences. See How Incepta Can Help You.

Data & Reporting

  • 360-degree Customer View

    We leverage Power BI and Tableau to create comprehensive customer profiles by aggregating data from various touchpoints. This deep understanding allows you to personalize services, build stronger relationships, and ultimately drive customer loyalty.

  • Enhanced Fraud Detection

    Protecting your customers’ funds is critical. We utilize advanced analytics to identify suspicious patterns and activities within your banking transactions. This real-time detection helps prevent fraud attempts and fosters trust in your institution.

  • Streamlined Operations

    Boost efficiency and reduce costs by leveraging data visualization capabilities. We help you identify areas for improvement, from optimizing loan approvals to streamlining branch operations. This translates to faster processing times, fewer errors, and ultimately, a more efficient and cost-effective bank.

  • Predictive Analytics

    Don’t just react, anticipate! We empower you to utilize predictive analytics to uncover future trends and customer behavior. This allows you to make data-driven decisions regarding product innovation, market expansion, and risk management, giving you a significant advantage in the competitive financial landscape.

Secure Your Data and Generate Real-Time Analytics. Contact Incepta! 


  • System Enhancement

    Utilize APIs to simplify system intricacies, breaking down monolithic cores into reusable fine-grained services across channels and lines of business.

  • Efficient Onboarding

    Speed up onboarding processes and enhance compliance by minimizing friction and manual intervention in critical processes like KYC/AML and account opening.

  • Open Banking Integration

    Facilitate compliance with emerging global regulations and unlock new revenue streams through secure sharing and utilization of financial and non-financial data.

  • Payment Modernization

    Provide a versatile payments landscape capable of addressing various financial transactions and customer requirements.

Empower Data-Driven Decisions and Personalize Services with Incepta!

Hyper Automation

  • Risk and Compliance

    Automate KYC, AML, risk identification, regulatory reporting, and compliance testing to minimize risk.

  • Automation of Complex Processes

    Streamlining intricate tasks accelerates decision-making, boosts accuracy, and frees resources for creative endeavors, heightening productivity.

  • Finance and Accounting

    Automate accounts payable, receivable, reconciliations, journal entries, and cash reporting for streamlined financial operations.

  • Information Technology

    We accelerate help desk support, application auditing, resource provisioning, network operations, cybersecurity response, and data management for IT transformation.

Automate Complex Processes and Enhance Risk Management. Let’s get started.

API Security

  • Full API Coverage

    Discover and catalog every API, including external, internal, and third-party APIs, to mitigate risks and promptly address vulnerabilities.

  • Mitigate API Risks

    Identify sensitive data types and exposed APIs. Enforce data protection policies to prevent unauthorized access or data breaches.

  • Automate API Testing

    Streamline testing across all endpoints for early issue detection and resolution in pre-production environments.

  • Prevent API Threats

    Identify and block common API attacks and advanced threats using OmniTrace engine, ensuring swift action against fraudulent activities.

Ensure Compliance and Protect Customer Information. Book a call!


Happy. Loyal. Satisfied

Your #1 Integration Partner

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Case Studies

Outwork the competition

Incepta Mortgage & Lending Solutions: Streamline Your Mortgage Operations

Mortgage & Lending Solutions

Upgrading Financial Play: Why Your Bank Needs Incepta Financial Services Cloud?

The Imperative of Incepta Financial Services Cloud Adoption

MuleSoft Platform Assessment for FinTech Company

Learn how Incepta Solutions can perform MuleSoft Platform Assessment (MPA) for organizations and help them create future Target Architecture.

Find out how companies succeed with us. Read our case studies