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KEBS for Financial Services

Empower your financial services firm with KEBS comprehensive suite of tools designed to optimize financial management, improve client relations, and drive growth in the industry.

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Key Problems in the Financial Services Industry

Regulatory Compliance Burden

Financial services firms must comply with a myriad of ever-changing regulations imposed by government agencies and industry bodies.

Operational Inefficiencies

Manual and redundant processes can hinder operational efficiency, leading to increased errors, longer processing times, and higher costs.

Increasing Customer Expectations

Clients expect personalized and seamless experiences across various financial services, from banking to investments.

Understanding the Stakeholder Pain

Financial Advisors

Struggle to keep up with changing regulations and managing client portfolios effectively.

Compliance Officers

Face the pressure of ensuring the firm’s adherence to regulatory guidelines and managing audit requirements.

Operations Teams

Encounter challenges in dealing with manual processes, leading to decreased productivity.


Expect personalized financial solutions and superior customer service, and may be dissatisfied with delays or errors in service delivery.

How KEBS Professional Services Automation Tool can Help

Opportunity Management

Efficiently manage opportunities with our software’s advanced portfolio management tools.

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Compliance & Reporting

Ensure compliance with industry regulations and streamline reporting processes using KEBS comprehensive compliance and reporting features.

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Risk Analysis

Mitigate risks and make informed decisions with our software’s powerful risk analysis capabilities.

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Client Relationship Management (CRM)

Strengthen client relationships and nurture leads effectively with our CRM solution designed for financial services professionals.

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Purpose-Built Quote To Cash Solution For Financial Services

Manage your sales from Lead to Deal in single platform

Deliver exceptional customer service, uncompromised with KEBS CRM. Turn your prospects into customers by giving them the best ever experience.
  • Contacts management 🔥
  • Leads management & Governance
  • Sales Goal tracker
  • Quote builder 🔥
  • Products catalog
  • Centralize And Organize Contacts 🔥
  • Efficiently Manage Leads
  • Track And Monitor Sales Targets
  • Quickly Professional Proposals🔥
  • Organize & Showcase Products

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Empower your HR by unifying everything in a single platform

Recruit, review, recognize, reward, repeat & retain by creating a rewarding experience for your employees that encourages them to deliver their best and beyond.
  • Timesheet 🔥
  • Recruitment (ATS) 🔥
  • Travel management
  • Employee 360 🔥
  • Leave Management
  • Efficient Employee Tracking 🔥
  • Enhanced Candidate Selection 🔥
  • Streamlined Reimbursement
  • Comprehensive Employee Insights 🔥
  • Accurate Leave Tracking

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Have total visibility of Deliverables, Cost & schedule of the projects

Manage resources effectively to deliver the best of outcomes even with limited availability. KEBS makes planning, organizing, and distribution of resources 20x easier.
  • Schedule Management 🔥
  • Project Governance 🔥
  • Time Tracking
  • Resource Management
  • Cost Management 🔥
  • Efficiently Manage Project Schedules 🔥
  • Establish Project Control 🔥
  • Accurately Track Project Hours
  • Establish Resource control
  • Control Project Costs 🔥

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Effective Revenue recognition & Real-time MIS

Stay within the budget even while handling huge volumes of projects. Plug in leakages in expenditure and 2x your revenue
  • Profitability Analysis
  • MIS 🔥
  • General Ledger 🔥
  • Invoice Generation
  • Procure to Pay 🔥
  • Enhanced Profit Tracking 🔥
  • Real-Time Insights 🔥
  • Centralized & Organized Records
  • Quick, Accurate Invoices🔥
  • Streamlined Procurement

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Resolve tickets on time and make your customers happy.

Resolve tickets in record time with intelligent automation, grouping & automatic allocation of tickets.
  • Email Alerts
  • Escalation matrix 🔥
  • Skill bases routing 🔥
  • Knowledge base
  • Tasks management 🔥
  • Receive Instant notifications🔥
  • Automate Ticket Escalation 🔥
  • Route Tickets Efficiently
  • Store & Access Relevant Information 🔥
  • Easy task allocation related to tickets 🔥

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Our platform is designed to work with your current software

KEBS Integration

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A Professional Services Automation Software

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