Reimagining Credit and Investment Systems for an AI-First World

From credit underwriting to investment management - unify data, automate workflows, and drive faster, more accurate decisions with AI-led platforms.

600M+Transactions/mo
900+AI Signals
150+Trusted Customers

Trusted by Global Leaders

RBLRBL Bank
AUAU Small Finance Bank
CASHeCASHe
HDFCHDFC Bank
ICICIICICI Bank
KOTAKKotak Mahindra
INDUSIndusInd Bank
BAJAJBajaj Finserv
MUTHOOTMuthoot Finance
IIFLIIFL Finance
SHRIRAMShriram Finance
MANAP.Manappuram
RBLRBL Bank
AUAU Small Finance Bank
CASHeCASHe
HDFCHDFC Bank
ICICIICICI Bank
KOTAKKotak Mahindra
INDUSIndusInd Bank
BAJAJBajaj Finserv
MUTHOOTMuthoot Finance
IIFLIIFL Finance
SHRIRAMShriram Finance
MANAP.Manappuram
Business Impact

Measurable Results at Scale

0
Txns Processed Monthly
↑ Operational Scale
0
Faster Underwriting
↑ Speed
0
AI Signals per Borrower
↑ Accuracy
0
Productivity Gain
↑ Efficiency
0
Fraud Losses Prevented
↓ Reduced Risk
Product Modules

Deep Dive into Each Platform

Explore CART, Genesis, MyConCall, and HawkEye — each purpose-built for a distinct financial workflow, all sharing one AI intelligence layer.

CART - Credit Assessment & Robotic Transformation

AI-Powered Lending Intelligence

CART is an AI-driven underwriting and loan decision engine for banks, NBFCs, and digital lenders, leveraging 900+ financial signals, real-time analytics, and explainable AI to enable faster approvals, lower risk, and scalable credit operations.

01

AI Underwriting Engine

CART enables instant, explainable credit decisions using multi-dimensional financial and behavioral signals.

  • AI credit scoring with explainability
  • Multi-source data fusion (bureau, banking, alt data)
  • Real-time decisioning engine
02

Bank Statement Analyzer

Extract and structure insights from bank statements to assess income, cash flows, and financial behavior.

  • Automated transaction categorization
  • Income, obligation, and cash flow analysis
  • Fraud and anomaly detection in banking patterns
03

Fraud & Anomaly Detection

Real-time anomaly detection, round-trip flags, and identity verification - $100M+ in losses prevented.

  • Round-tripping and synthetic identity detection
  • Behavioral anomaly scoring
  • Real-time fraud alerts
04

CAM Automation

Automatically generate Credit Appraisal Memorandums (CAMs) with AI-extracted financial summaries, risk scores, and decision rationale.

  • Auto-structured CAM from borrower data
  • AI-generated financial analysis & commentary
  • Reviewer-ready credit notes in minutes
05

Risk Intelligence & Decision Layer

Combine multiple risk signals into a single, actionable decision layer for lenders.

  • Policy engine with configurable rules
  • Risk segmentation and borrower profiling
  • Portfolio-level risk insights
06

Account Aggregator Integration

Leverage India's Account Aggregator framework to access verified financial data securely and in real time.

  • Consent-driven data access
  • Real-time bank, GST, and financial data fetch
  • Improved data accuracy for underwriting decisions
Genesis — Investment Management Platform

Regulator-Ready Investment Intelligence

Genesis is an AI-powered investment management platform designed for AMCs, PMS, AIFs, and wealth managers, enabling end-to-end fund operations, compliance, and investor lifecycle automation.

01

Fund Operations

Automate core fund operations including valuation, accounting, and investor reporting across asset classes and fund structures.

  • Automated NAV calculation & fund valuation
  • Integrated fund accounting engine
  • Investor statements & reporting automation
02

Compliance & Regulatory Reporting

Simplify regulatory reporting with automated filings, real-time dashboards, and audit-ready data pipelines.

  • Automated regulatory filings
  • Real-time compliance dashboards
  • Audit trails with full transparency
03

Investor Communications & Onboarding

Deliver seamless onboarding, reporting, and communication with investors through integrated digital workflows.

  • Digital onboarding & KYC workflows
  • Personalized investor reports & dashboards
  • Video KYC & MyConCall integration
04

Portfolio Monitoring & Risk Analytics

Track performance, risk exposure, and early warning signals with advanced analytics and scenario modeling.

  • Portfolio dashboards & performance analytics
  • Risk heatmaps & exposure tracking
  • Stress testing & scenario analysis
05

AIF & PMS Operations Engine

Handle complex fund structures, capital calls, and investor allocations with precision and automation.

  • Capital call & drawdown management
  • Waterfall calculations & distribution logic
  • LP reporting & investor-level accounting
06

Data & Integration Layer

Connect custodians, brokers, banks, and internal systems into a single data layer.

  • API-based integrations with custodians, brokers, and OMS
  • Automated data reconciliation across systems
  • Centralized data warehouse for reporting & analytics
MyConCall — Video Engagement Platform

Compliant Video Engagement for Finance

MyConCall is a secure, AI-powered video interaction platform built for financial institutions & corporate sector to enable compliant borrower, investor, and customer engagement across the lifecycle.

01

Video KYC & Identity Verification

Enable secure, real-time identity verification for borrowers and investors with full audit trails.

  • AI-based identity verification
  • Global KYC compliance readiness
  • Auto-recording & documentation
02

Lender–Borrower Interaction Hub

Conduct recorded, structured meetings integrated with lending workflows for better credit decisioning.

  • Recorded sessions with audit trails
  • AI-generated meeting summaries
  • Integration with underwriting workflows
03

Investor Onboarding & Communication

Streamline investor onboarding with compliant workflows, documentation, and communication tools.

  • Digital onboarding workflows
  • Document capture
  • Multilingual interaction support
04

AI Meeting Intelligence

Capture and analyze every interaction using AI to generate transcripts, sentiment insights, and action items.

  • Automatic transcription & summaries
  • Sentiment and intent analysis
  • Action tracking & follow-ups
05

Compliance & Audit Layer

Ensure every interaction meets regulatory requirements with secure storage and audit-ready records.

  • Secure video recording & storage
  • Compliance audit trails
  • Data privacy and encryption standards
06

Workflow & System Integration

Embed MyConCall into LOS, LMS, CRM, and onboarding systems to make video interactions part of core workflows.

  • API-based integrations with LOS/LMS/CRM
  • Workflow-triggered video interactions
  • Centralized interaction history
HawkEye — Portfolio Surveillance & Risk Intelligence

Always-On Risk Monitoring for Lenders

HawkEye is Novel Patterns' real-time portfolio surveillance engine — continuously monitoring borrower health, flagging early stress signals, and delivering actionable risk intelligence to prevent defaults before they happen.

01

Early Stress Signals (ESS)

Detect borrower stress weeks before default using continuous monitoring of financial and behavioural signals.

  • 900+ real-time risk signals per borrower
  • RBI-aligned early stress indicators
  • Automated stress flag escalation
02

NPA Prediction Engine

ML-powered models that predict NPA risk at borrower and portfolio level with high precision and explainability.

  • Borrower-level NPA probability scores
  • Portfolio cohort risk segmentation
  • Trend analysis and default trajectory modelling
03

Cash Flow & Behavioural Monitoring

Track borrower cash flow patterns, account behaviour, and transaction anomalies continuously post-disbursal.

  • Real-time bank statement monitoring
  • Cash flow velocity and stress indicators
  • Behavioural pattern change detection
04

Portfolio-Level Risk Dashboard

Unified risk intelligence dashboard giving lenders a real-time view of their entire loan portfolio health.

  • Portfolio heatmaps and concentration risk
  • Segment and cohort level drill-down
  • Custom alert thresholds and SLA tracking
05

Automated Collections Triggers

Rule-based and AI-driven collections triggers to initiate the right action at the right time for each borrower.

  • Segment-specific collections strategies
  • Digital nudge and escalation workflows
  • Recovery rate optimisation
06

Regulatory & Audit Reporting

Generate RBI-compliant SMA reports, audit trails, and portfolio risk summaries with one click.

  • Automated SMA-0 / SMA-1 / SMA-2 classification
  • Audit-ready risk documentation
  • Regulatory submission-ready reports
Implementation Model

Go Live in Days, Not Months

Rapid deployment, zero disruption to your existing stack — purpose-built connectors and a structured onboarding process for both lending and investment platforms.

01

Rapid Deployment

Pre-built connectors for 50+ core banking and fund administration systems. Go live in 2–4 weeks with zero disruption to operations.

50+ connectors2–4 week go-liveZero disruption
02

Flexible Integrations

REST APIs, webhooks, and low-code adapters that fit your existing CBS, LOS, LMS, or fund admin stack — no rip-and-replace required.

REST & webhooksLow-code adaptersExisting stack
03

Dedicated Onboarding

A structured onboarding team guides your institution from pilot to full production — with training, data mapping, and go-live support included.

Dedicated teamData mappingGo-live support
Customer Testimonials

Trusted by Leaders in Financial Services

★★★★★

"Novel Patterns reduced our loan processing time from 4 days to under 2 minutes. The explainability of every AI decision was critical for our regulatory team."

MR
Meera RajagopalanChief Risk Officer, Meridian Bank
★★★★★

"The fraud detection module saved us over $5M in six months. Real-time alerts and round-trip detection are absolute game-changers for our lending operations."

SK
Suresh KumarHead of Operations, Apex Capital
★★★★★

"Genesis cut our fund reporting time by 60%. Regulatory compliance is now fully automated and our team focuses on portfolio decisions instead of paperwork."

PA
Priya AnandVP Technology, TrustBridge Investments
★★★★★

"CART's AI credit engine helped us reduce NPA rates by 38% within the first quarter. The early warning signals are incredibly accurate and actionable."

RV
Rajesh VermaMD & CEO, Pinnacle NBFC
★★★★★

"The onboarding was seamless — we went live in under 3 weeks. The team's domain expertise in BFSI made the integration feel completely effortless."

AN
Anita NairCTO, Finbridge Lending
★★★★★

"MyConCall has transformed how we communicate with our investors. Automated reports, instant query resolution — our client satisfaction scores jumped 40%."

DM
Deepak MehtaFund Manager, Horizon AIF
Insights

Ideas Shaping Modern Finance

Research, perspectives, and deep dives from the Novel Patterns team.

Investment Operations

Modern Fund Operations: Automating the Back Office with Genesis

How Genesis transforms fund reporting, compliance monitoring, and investor communication for globally regulated investment entities.

Dec 20245 min read
Read Article →
Data Intelligence

Automated Bank Statement Analysis: What Lenders Miss Without AI

Parsing 24 months of transactions in seconds — how NLP and pattern recognition surface signals human review always misses.

Nov 20246 min read
Read Article →
Get Started

Ready to Transform Your
Financial Operations?

Schedule a live demo or send us a message - our team responds within one business day.

Book a Live Demo

Pick a time that suits you. We'll walk you through CART, Genesis, or MyConCall tailored to your institution's workflow.

Choose a session type

Preferred time *

Confirm & Schedule Meeting

30-min session · No commitment required

Send Us a Message

Tell us about your institution and we'll craft a solution brief for you.