Streamlined Workflows for a Regulated World
Streamlined Workflows for a Regulated World
In financial services, precision, transparency, and compliance aren’t optional—they’re foundational. Yet, many teams still operate with disjointed systems and manual routines that slow down onboarding, approvals, and audits.
UnifyList offers financial institutions, advisory firms, and internal finance departments a no-code platform to digitize everyday operations—from KYC to approvals to compliance tracking—without expensive software or IT reliance.
Digitize the Core of Your Financial Operations
Flexible Enough for All Financial Environments
Whether you're a fintech startup, investment advisor, insurance provider, NBFC, or in-house finance team—UnifyList adapts to your operating model and compliance framework.
Capture required ID proofs, PANs, bank details, and declarations with status flags and expiry date tracking.
Build structured forms for field teams to collect loan data, trigger background checks, and route decisions to central teams.
Track internal or departmental spending against defined budgets, with real-time approval and reporting flows.
Log and process customer service requests like statement generation, interest reconfiguration, or product switches.
Track recurring compliance tasks (e.g., GST returns, RBI filings) with ownership, deadlines, and version-controlled submissions.
Why Retailers Choose UnifyList
- Aligns with internal audit and compliance norms
- Easily customized for changing regulatory needs
- Reduces risk of manual errors and oversights
- Enables transparency across distributed teams
- Built for non-technical users and finance ops staff
Make Financial Operations Smoother and Safer
Turn your checklists, approvals, and compliance logs into structured digital workflows so your team can move faster without compromising accuracy.