FICCI Recognized G20 Tech Startup

Industry-ready accelerators

Purpose-built solutions, engineered on ServiceNow.

Our solutions package 9+ years of enterprise delivery experience into pre-built, production-tested workflows on ServiceNow's CRM and AI platform. You start from a working foundation configured for your regulatory environment, rather than a blank canvas.

Foundation standards

RBI / SEBI compliance built-inMulti-model GenAI integrationPre-tested platform connectors

The solutions portfolio

Four accelerators. One platform.

01
AI implementation IP

Zero-Touch ServiceNow Deployment

AI-powered. Human-governed. Outcome-focused.

Cut deployment time in half and implementation cost by 30%. Multi-model AI engine automates BRDs, user stories, workflows and test cases, governed by certified architects.

  • Phase 1 — Deep discovery & multi-model BRD generation
  • Phase 2 — Automated user stories & acceptance criteria
  • Phase 3 — Automated flow generation & ATF test authoring
  • Phase 4 — Certified human architect review & sign-off

Documented impact

50% faster · 30% lower cost · 2× time to ROI

02
Banks, NBFCs & lenders

Collections & Legal Recovery

Stop overdue loans from turning into NPAs.

Act on every overdue account from the first missed EMI. Digital collections, mobile field recovery with geo-check-in, and automated SARFAESI / DRT legal escalation on one record.

  • Early intervention on 1–30 DPD accounts, before slippage to NPA
  • Field recovery app with geo-verified check-in and live receipting
  • Automated SARFAESI 13(2), 13(4) and DRT legal escalation
  • RBI code of conduct guardrails with complete audit trails

Documented impact

20–25% lower NPAs · 15%+ lower cost · 20% higher recovery

03
Wealth & private banking

HNI Wealth Management CRM

Give every RM the whole client, in one place.

Unified Customer 360, guided digital KYC onboarding, embedded compliance risk profiling, voice memo capture for meeting notes, and algorithmic cross-sell suggestions.

  • Customer 360 holding view across demat, PMS, AIF & insurance
  • Guided KYC onboarding with SEBI / RBI compliance rules
  • Voice memo transcription into structured CRM actions
  • Portfolio drift alerts & contextual cross-sell prompts

Documented impact

Higher RM productivity · Right-first-time onboarding · Zero audit drift

04
Manufacturers & distributors

Connected After-Sales

Run after-sales on a record, not on memory.

Run warranty claims, annual maintenance contracts (AMC), complaints and field repairs on one record. An entitlement engine validates coverage before committing cost.

  • Real-time entitlement verification to eliminate fraudulent claims
  • Automated AMC renewal cadences with payment links
  • Field service dispatch with parts & skill-based routing
  • OT asset health telemetry with proactive anomaly alerts

Documented impact

80–90% AMC renewals · Warranty leakage cut to 3% · 88%+ first-time fix

Enterprise-grade standards

Why build on Intellivate's ServiceNow accelerators?

Upgradable without forking

Built within ServiceNow best-practice scoped applications to preserve full compatibility with bi-annual Washington, Xanadu and Yokohama family releases.

Native core data model

Leverages native Financial Services Operations (FSO), Customer Service Management (CSM) and Field Service Management (FSM) tables.