Strategy and Solutions

Zymr developed the CRM using ASP.NET Core with a Blazor-based frontend for rich, interactive UI. Azure Cosmos DB was used for scalable, distributed data storage. The system included role-based access control, integrated KYC/AML modules, and visual dashboards with Power BI APIs for real-time insights.

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FinTech SaaS CRM Built on ASP.NET Core - Lending CRM for Compliance and Scale

About the Client

A VC-backed FinTech startup developing cloud-based tools for lenders, credit unions, and microfinance institutions. The client needed to launch a regulatory-compliant CRM product to penetrate the North American lending market.

Key Outcomes

Achieved 99.98% system uptime with Azure-native deployment
Integrated KYC verification APIs reduced onboarding time by 45%

Business Challenges

They required a secure, multi-tenant CRM platform with customizable workflows, robust access controls, and real-time analytics. The system had to be cloud-native and audit-ready for compliance with financial data regulations.

Business Impacts / Key Results Achieved

The platform launched within six months and supported rapid onboarding of 120+ financial institutions. The startup secured Series A funding shortly after launch.

Strategy and Solutions

Zymr developed the CRM using ASP.NET Core with a Blazor-based frontend for rich, interactive UI. Azure Cosmos DB was used for scalable, distributed data storage. The system included role-based access control, integrated KYC/AML modules, and visual dashboards with Power BI APIs for real-time insights.

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