Your Branded Client App
Android + iOS app with your logo — your advisory sits on the client's home screen, not buried in their contacts.
Travellers compare three money changers before walking in — your Forex & Money Exchange Website shows today's rates, your RBI authorisation and a rate-lock enquiry form, so they walk into yours.
One-time price · website + Android app + CRM · then from $49/mo
Built for finance & insurance — yours gets your name, colours and content, live in days.
Purpose-built for finance & insurance — not a generic template with your logo swapped in.
Interactive loan EMI, SIP and premium calculators keep visitors engaged — and every calculation ends with a "Talk to us" button.
Enquiry forms for every product — term plan, home loan, mutual fund — with instant WhatsApp and email alerts so you call back while the lead is hot.
Clients upload KYC, salary slips and policy documents through a private link — no more chasing papers over ten phone calls.
Dedicated pages for risk disclosures, registration numbers, grievance redressal and terms — structured the way regulated businesses need.
Side-by-side tables for policies, loan offers or fund categories — help clients decide on your site instead of a rival's.
Prospects book a free consultation slot online — your calendar fills with qualified meetings, not cold walk-ins.
Testimonials, claim-settlement stories and years-in-business badges — the social proof that money decisions demand.
Rank for "loan agent near me" and "insurance advisor in your city" — with office location, hours and click-to-call built in.
Update USD, EUR, GBP, AED and 20+ currency buy/sell rates by one chat message — customers check your site instead of calling.
Capture currency, amount, travel date and delivery preference so your team calls back with a locked quote — not a cold enquiry.
Display your FFMC/AD-II authorisation and the exact documents customers must carry, cutting counter time and building instant trust.
Bookings, orders and offers in their pocket — with push notifications that cost you nothing.
Android + iOS app with your logo — your advisory sits on the client's home screen, not buried in their contacts.
Automatic push reminders for premium renewals, SIP dates and EMI due dates — clients thank you, and renewals stop slipping away.
Clients see their policies, statements and uploaded documents in one place — fewer "please resend my policy copy" calls.
EMI, SIP and retirement calculators inside the app — every "how much will it cost" moment leads back to you.
Clients reach you or your team directly from the app — questions answered fast are policies that don't lapse.
Announce a new fund, festive loan rate or tax-saving deadline to every app user free — no SMS bill, instant response.
Data2Sales AI Studio comes with your forex & money exchange website — marketing, CRM and an AI developer in one dashboard.
Broadcasts with catalogues, AI auto-replies around the clock, follow-ups and a website chat widget.
Every enquiry becomes a scored lead in your pipeline, and AI follows up for you.
Campaigns, drips and templates with open and click tracking, built for the inbox.
Your team and the AI sales agent call from one system — lists become pipeline.
Ask for any change by chat — done in one conversation. No tickets, no invoices.
Buy hosting in your own name; your site deploys itself with SSL.
Every plan includes 2 months of Studio & maintenance. After that, plans start at $49/mo — cancel anytime.
Everything to run and grow your forex & money exchange online.
one-time
Name, WhatsApp OTP and email — pay once and your build starts the same day.
The forex & money exchange design is set up with your content, photos and branding.
Buy hosting and domain in your name; the site deploys itself with SSL.
Change anything by chat. Enquiries land in your CRM and AI follows up.
You update rates as often as you like by chat message — most exchanges post morning rates daily, and the board timestamps each update so customers know it's fresh.
Yes — separate enquiry flows for cash exchange, forex cards and outward remittance, each routed to your dashboard and WhatsApp so the right desk responds fast.
Yes — interactive EMI, SIP, premium and goal calculators are built in, and each one ends with an enquiry button, so calculators become your best lead source.
Yes — the structure includes dedicated pages for disclosures, registration details, risk statements and grievance redressal, so your site presents information the way regulated businesses are expected to.
Every enquiry and consultation booking lands in your dashboard with instant WhatsApp and email alerts — you can call back within minutes, which is when finance leads actually convert.
Yes — secure document upload lets clients send KYC, income proofs and policy papers through a private link, so files stop getting lost in chat threads.
Most finance businesses are live within days — pick the template, the AI builds it with your products and details, connect hosting and domain, and it deploys automatically.
Instantly, by chat — type "update home loan rate to 8.4%" or "add new tax-saver banner" and it's live. No developer, no waiting.
Forex & Money Exchange — built for you, deployed to your own hosting, changed by chat, with marketing included.