Meet Perigeon at Money20/20 Asia 2025

We’re excited to be at Money20/20 Asia 2025—where the future of FinTech, payments, banking, and digital finance comes to life.
If you’re attending the event, let’s connect to discuss how Perigeon is helping financial institutions and BFSI enterprises accelerate innovation through modern CRM, automation, integration, and enterprise software development.

💼 What We Bring to the FinTech Table

At Perigeon, we help financial institutions, NBFCs, insurance firms, and FinTech innovators digitize, automate, and scale with tailored enterprise solutions.

🔹Salesforce for BFSI

• We implement Salesforce solutions purpose-built for financial services:
• Lead & referral management for BFSI sales teams
• Loan origination and onboarding automation
• Relationship management for retail and private banking
• Case & service management for post-sale support
• Integration with KYC/AML systems, payment gateways, and core ERPs

🔹Dynamics CRM for Financial Services

• Leverage the power of Microsoft Dynamics 365 to streamline operations and
• enhance customer engagement:
• Customer 360° view and relationship tracking
• Loan and policy application workflows
• Agent and advisor productivity tools
• Integration with Microsoft Power Platform for dashboards and automation
• Seamless sync with Outlook, Teams, SharePoint & core systems

📄Conga CLM & Document Automation

• Accelerate documentation and compliance with Conga:
• Automated onboarding docs and loan agreements
• Contract generation and approvals
• Seamless eSignature workflows within Salesforce and Dynamics
• Version control and audit trail for all customer-facing documents

📊Data Engineering for FinTech

• Our data engineering services enable better insight and reporting:
• Transform data from core banking, CRM, and transactional systems
• Automate performance, regulatory, and audit reporting
• Enable centralized analytics using dbt Cloud and BI tools like Power BI or Tableau

💻 Enterprise Software Development

• Custom solutions built for the FinTech world using .NET, Flutter, and Power Platform:
• Credit scoring engines and risk models
• Loan origination and underwriting platforms
• Financial advisor and customer-facing mobile apps
• KYC & onboarding portals with compliance workflows
• Real-time dashboards for transaction monitoring and reconciliation