Financial Services × Medusa
Medusa for NBFCs and lenders — in India
Quote, compare, and apply flows for lending, insurance, and advisory products — with the audit trail a regulator expects.
Mith Tech builds Medusa.js commerce-style portals for financial services distribution — premium-bearing insurance products, fee-based advisory, lending product comparison, and B2B distribution platforms for IFAs, brokers, and corporate agents. The build covers product catalogue with quote-to-apply flows, the lead-to-application pipeline, document collection, and the integration back to your LOS or policy admin system.
Compliance, in the cell
The distribution portal is IRDAI / RBI / SEBI aware at the access layer — every product shown, every quote generated, and every application submitted is logged with the consent trail and the disclosure trail the regulator expects. We do not host customer financial data; the portal runs on infrastructure you own and integrates back to your LOS / PAS, not the other way around.
What we deploy
Quote, compare, and apply
Product catalogue with quote-to-apply flows, comparison views, document collection, and the lead-to-application pipeline that ties into your LOS or PAS.
B2B distribution
IFAs, brokers, and corporate agents get their own portal with their own pricing, their own book, and the commission / clawback rules your distribution team actually runs.
Audit and consent trail
Every product shown, every quote generated, and every application submitted is logged with the consent and disclosure trail IRDAI / RBI / SEBI expects.
LOS / PAS integration
Real-time product and pricing from your LOS / PAS, application posting back to the system of record, and the audit trail that survives an inspection.
Related surfaces
More from the Financial Services × Medusa matrix
Every other industry on Medusa, plus the other platforms we deploy in Financial Services. Each page is a distinct cell with its own compliance angle and engagement shape.
Other platforms in Financial Services
Frequently asked questions
Do you build distribution portals for financial services in India?
Yes — IFAs, brokers, corporate agents, and direct-to-customer distribution platforms for insurance, lending, and advisory products. The build is shaped by which regulator (IRDAI, RBI, SEBI) and which system of record (LOS, PAS, CRM) you operate; both shape the architecture.
Where is the customer and quote data stored?
On infrastructure you own — Hetzner or AWS Mumbai, behind your VPC, with role-based access, encrypted at rest, and audit logs on every record view. We do not see customer financial data, we do not host it, and the data never leaves your perimeter.
Do you handle the regulatory disclosure and consent trail?
Yes — every product shown, every quote generated, and every application submitted is logged with the consent and disclosure trail the regulator expects. The trail is a first-class data object, not a log file someone has to grep.
What is the cost of a financial services distribution portal?
A single-product distribution portal with LOS / PAS integration typically runs ₹14–28 lakh. Multi-product or multi-distributor programmes run higher; the range is on our pricing hub.
Not sure where to start?
Know your budget? Plan your Medusa for Financial Services stack.
Three minutes, no signup wall. We ask about your sector, team size, compliance, urgency — and your budget — and recommend a full open-source stack across ERP, commerce, CRM and marketing, with a cost band and a go-live timeline you can download as a PDF proposal. If you already know your number, share it and we will pick the highest-value task that fits.
No email required. The PDF is yours to keep.