Manage clients and close policies with DXYRA
Compliance-ready CRM with audit trails, secure data storage, and INR billing.
Challenges financial services teams face
Compliance requires full audit trails
Regulators and internal audits demand a complete log of every client communication and action. Spreadsheets and WhatsApp threads cannot provide this.
Sensitive client data scattered everywhere
KYC documents live on WhatsApp. Policy details are in email. Contact notes are in Excel. One data breach or mix-up can destroy client trust.
No tracking of cross-sell and upsell offers
When a client was pitched a product, what was offered, and whether they said yes or no — this information is locked in an agent's memory or personal notes.
How DXYRA solves it
Full immutable audit log of every action
Every call, message, status change, and note is logged with a timestamp and user identity. The audit trail cannot be edited or deleted.
AES-256 encrypted, India-hosted data storage
All client data is stored on AWS Mumbai with AES-256 encryption at rest and in transit — keeping you compliant and your clients' data safe.
Product interest tracking with follow-up sequences
Log every product pitched per client and set automated follow-up sequences so no cross-sell or renewal opportunity ever slips through.
Key features for financial services teams
How a client moves through DXYRA
Client inquiry received
Lead captured from referral, portal, or inbound call.
KYC documents collected
Task created to collect and attach KYC documents to profile.
Product pitched
Product interest logged against the client record.
Follow-up sequence starts
Automated WhatsApp and call reminders at Day 1, 3, and 7.
Policy sold
Deal marked won; policy details stored in the client profile.
Renewal reminder set
Automated renewal reminder triggered 30 days before expiry.
Financial advisors on DXYRA manage 3x more clients per advisor with automated follow-up sequences.
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