Purpose-built technology for Banks, NBFCs and Insurance companies.
Financial institutions manage thousands of customers, agents, documents, transactions, complaints and operational workflows every day. Brand Metrics brings these workflows into purpose-built digital platforms designed around the realities of BFSI operations.
Built for Banking NBFC Insurance Financial Services
The problem
Where BFSI operations lose time and control
Manual Operations
Reduce repetitive work and operational dependency.
Disconnected Data
Bring teams, workflows and information together.
Limited Visibility
Get real-time operational and management insights.
Compliance & Audit
Maintain structured workflows, records and audit trails.
Our BFSI Product Suite
Modular software platforms designed for specific BFSI workflows.
Digital Note & Document Management
Metrics eNote
Digitize and streamline note preparation, approvals, documentation and operational workflows. Every note moves through a defined approval chain, with each action recorded.
Learn moreWorkflow
- 1 Note drafted Branch Done
- 2 Reviewed Credit / Ops Done
- 3 Approved Sanctioning authority Done
- 4 Archived Document repository In progress
Complaint & Grievance Management
Metrics Grievances
Capture, assign, escalate and resolve customer complaints within defined TATs. Teams see what is open, what is breaching and who owns it, with a complete audit trail.
Learn moreWorkflow
- 1 Complaint logged Branch / Online Done
- 2 Assigned Grievance officer Done
- 3 Escalated on TAT breach Nodal officer Done
- 4 Resolved & closed Customer notified In progress
UPI & Transaction Reconciliation
Metrics Reconciliation
Automate matching of UPI and bank transactions, track refunds and exceptions, and monitor settlements, so operations teams work only on what does not match.
Learn more
Collections & Recovery Management
Metrics Recovery
Allocate overdue accounts, track follow-ups and promises to pay, and get clear visibility of recovery performance and SLAs across teams.
Learn moreWorkflow
- 1 Accounts allocated Collection team Done
- 2 Follow-up logged Call / Field visit Done
- 3 Promise to pay tracked Reminder scheduled Done
- 4 Recovery updated Ledger & MIS In progress
Insurance Broking Operations
Metrics Finsurance
Manage policies, reconcile insurer ledgers and calculate agent commissions and payouts accurately, in one platform built for insurance broking firms.
Learn more
Trusted by banks and growing businesses
Institutions that run critical operations on Brand Metrics platforms.
Regional Rural Banks
Financial services & digital businesses
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FunPay
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Quick Games
Internal Communication, Built for Accountability with Brand Metrics.
Our platform helps you communicate with teams, track acknowledgements, and keep every internal communication organized and accountable.
- Communicate Clearly — Send official notes, instructions, circulars, and departmental communications from one platform.
- Track Every Acknowledgement — Know who has received, viewed, and acknowledged each communication.
- Create Accountability — Assign communications to specific departments or employees with clear responsibility and follow-up.
100%
Trackable internal communications with a complete acknowledgement trail.
90%
Less manual follow-up for notices, instructions, and departmental communications.
73%
Faster acknowledgement and response tracking across teams and departments.
65%
Better visibility into pending communications, acknowledgements, and follow-ups.
Why Brand Metrics?
Built for regulated finance teams that need speed without risk.
From first demo to production rollout, we pair product depth with implementation support so your operations team ships confidently.
- Ready modules for reconciliation, recovery, grievances, and insurance ops.
- Workflows designed around compliance, RBAC, and complete audit trails.
- Accelerators that shorten delivery time for banking and insurance use cases.
- A dedicated success partnership from discovery through go-live.
Transform Financial Operations with Purpose-Built Technology
Empower your bank or NBFC with AI-ready fintech products designed to simplify operations, improve efficiency, and strengthen accountability.
From internal communication and reconciliation to recovery and customer service, Brand Metrics helps financial institutions modernize critical workflows with technology built for the BFSI ecosystem.