Can Dhumi integrate with our existing core systems and CRMs?

Yes. Dhumi connects to the tools your teams already use—CRMs, document stores, spreadsheets, and internal APIs—so you extend existing workflows instead of replacing them.

How quickly can we deploy AI workflows for financial operations?

Most teams launch their first workflow in weeks, not months. Dhumi's low-code approach lets you start with a focused use case—onboarding, reporting, or client insights—and expand from there.

What support do you provide during implementation?

We work alongside your operators and IT stakeholders from scoping through launch. That includes workflow design, integration planning, and onboarding so adoption sticks across teams.

Is Dhumi suitable for boutique firms as well as large institutions?

Absolutely. Dhumi scales from focused teams digitising a single process to enterprise groups coordinating complex, multi-system workflows across regions.

Industry Specific Solutions

AI Low-Code Workflow Automation for Financial Services

Enhanced security, compliance, and performance for financial services—tailored to your firm's unique needs. Delivered in days, not months.

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Prioritize compliance and security

Integrate without disruption

Connect Dhumi with the CRMs, data lakes, and proprietary tools your teams already rely on—without ripping out core systems or pausing operations.

Your data, your control

Keep sensitive client and portfolio data within your governance boundaries with configurable access, audit trails, and deployment options that fit your policy.

Security and transparency by design

Build auditable AI workflows with clear decision paths, human-in-the-loop checkpoints, and reporting your compliance teams can stand behind.

Use Cases

Financial services use cases on one platform

From client relationship insights to regulatory reporting, Dhumi helps financial services teams move faster without sacrificing control.

Client 360 and relationship insights

Unify client conversations, portfolio notes, and service history so advisors and relationship managers get a complete view before every interaction.

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Case Studies

How financial services teams use Dhumi

Food Safety & Hygiene Auditing

Bringing real-time accountability to food safety audits

Transitioned from a delayed manual process to a fully digital, real-time auditing ecosystem.

Industrial Burner Manufacturing

Streamlining post-delivery service operations for an industrial equipment manufacturer

The manufacturer transitioned to a structured, transparent service management system.

Food and Groceries

Sussegado teams up with Dhumi to resolve the operational constraints in managing multi-order platforms and a branding strategy to increase their reach in Goa.

The ecommerce platform helped consolidate the data of the business, keeping the history of the record intact. It also created a custom real-time analytics dashboard for the client, transforming raw order data into intuitive visual insights. It enabled Sussegado's management to monitor KPIs, track order trends, and make data-driven decisions without requiring any technical expertise. Sussegado averaged 20 Swiggy orders and 15 Zomato orders per day. Post-automation, combined with an efficient digital branding strategy, daily order volumes surged to 30+ on Swiggy and 25+ on Zomato, reflecting a 57% overall increase in combined orders in a month.

Frequently asked questions

Dhumi is built for governed environments. You control access permissions, workflow approvals, and data boundaries. Sensitive operations can include human review steps, and activity is traceable for audit purposes.

Bring AI into your operations. Fast.

Join financial services teams using Dhumi to drive innovation, compliance, and operational efficiency.