BFSI

Transforming BFSI with digital solutions

boltin streamlines compliance, boosts client engagement, and optimises IT infrastructure, helping financial advisors and institutions achieve operational efficiency while maintaining client trust.

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Why we work with businesses in the BFSI sector?

The BFSI sector, including advisors, institutions, and fintechs, operates under strict regulatory frameworks and requires strong client trust.
As an SMB ourselves, boltin understands the need for robust compliance, secure data management, and efficient client engagement.
We deliver integrated technology and operational support to reduce administrative burden.
This allows your team to focus on providing quality financial advice and nurturing lasting client relationships.

Challenges we solve for BFSI

Navigating complex and evolving regulatory compliance (e.g., ASIC, APRA)

Fragmented systems causing inconsistent client communication and reporting

Secure management of sensitive client data and privacy (e.g., the Privacy Act)

Attracting and retaining clients in a highly competitive and trust-dependent market

Inefficient client onboarding and documentation processes

Manual reconciliation and reporting consuming valuable time

Our tailored services for BFSI

01 IT and digital services

Build robust, secure IT infrastructure and ensure data privacy and compliance

Key benefit: Enhanced data security and seamless operational integrity

02 CRM and automation

Centralise client data, automate communication, and streamline client onboarding

Key benefit: Improved client relationships and efficient service delivery

03 Business services

Manage documentation, legal compliance, and back-office financial processes

Key benefit: Reduced administrative burden and robust regulatory adherence

We work with the tools you already use

CRM
Salesforce Financial Services Cloud, Zoho CRM, HubSpot
Compliance
Governance, Risk, and Compliance (GRC) Software, Document Management Systems
Operations/HR
Xero, QuickBooks, Microsoft 365, Google Workspace, Wealth Management Platforms

Frequently asked questions

How can boltin help my BFSI with ASIC compliance?

boltin’s Legal and Compliance Support, combined with our IT Services, ensures strict adherence to ASIC regulations. We support documentation, automate compliance processes, and provide secure data management to reduce regulatory risks and maintain operational integrity.

Do you offer solutions for secure client data management?

Yes. Our IT services include cybersecurity audits, data protection frameworks, and secure cloud solutions. These measures safeguard sensitive client data while ensuring compliance with the Privacy Act and other financial regulations.

Can boltin integrate our CRM with our financial planning software?

Yes, we specialise in system integration for financial firms. Our team connects your CRM with financial planning tools, investment platforms, and reporting systems to create a single source of truth, automate workflows, and enhance client engagement.