iPad for BFSI – Secure, Mobile, Customer-Ready Banking
iPad FOR BFSI – SECURE, MOBILE, CUSTOMER-READY BANKING
“Transform Financial Services with iPad—Secure, Agile, and Built for Every Workflow”
Empower your branch and field teams with iPad for faster onboarding, paperless operations, and customer service that’s always a step ahead. Backed by enterprise security and iPlanet’s managed services.

Industry Snapshot
- India’s BFSI leaders are digitizing the frontline—enabling staff to serve customers anywhere, anytime, securely.
- iPad powers everything from in-branch onboarding and eKYC, to field collections and insurance sales.
- With compliance, security, and rapid deployment built-in, iPad is trusted by top banks, NBFCs, and insurers across India.


Top 3 Challenges
1.Paperless, Fast Customer Onboarding
Customers want quick, digital account opening—no manual forms or back-office delays.
2.Remote & In-Branch Operations
Teams need tools that work everywhere—at the branch, customer location, or on the road.
3.Security, Compliance, and Device Control
Data security, RBI guidelines, and remote device management are non-negotiable.
iPad + iPlanet SOLUTION OVERVIEW
iPad for BFSI—Your Digital Branch, Everywhere
- What it is: End-to-end iPad deployment for BFSI—hardware, app integration, MDM, and ongoing managed services.
- Who it’s for: CIOs, COOs, and business leaders in banks, NBFCs, insurers, and financial services.
- Key Value :
- Digital Workflows: Paperless onboarding, instant eKYC, loan processing, policy sales, collections—all on iPad.
- Field & Branch Mobility: Lightweight, all-day battery, LTE-ready, and touch ID—iPad is secure and works anywhere.
- Enterprise-Grade Security: Device encryption, MDM, remote lock/wipe, role-based access for full control and compliance.
- Vertical App Integration: Supports core banking, CRM, collections, digital forms, and other business-critical apps.
- Managed Services by iPlanet: End-to-end support—deployment, training, monitoring, upgrades, and lifecycle management.

How It Works
Consultation & Use-Case Mapping
iPlanet reviews your existing workflows, compliance needs, and core apps.
Rapid Procurement & Deployment
Devices, apps, and accessories delivered, set up, and configured for your locations and teams.
Staff Onboarding & Training
Fast, role-based training to ensure adoption by branch and field staff.
Ongoing Managed Services
Proactive device monitoring, security management, upgrades, and support.
Outcomes & Metrics
- 70% Faster Customer Onboarding: Cut paperwork and back-office cycles—open accounts, process loans, or sell policies instantly.
Improved Field Productivity: Sales and collections teams close more deals, visit more clients, and sync data in real time.
Audit-Ready Compliance: Automated device logs, data encryption, and remote management simplify audits and reporting.
- Lower IT Overhead: One platform, easy management, minimal downtime.

Proof Point
“With iPlanet’s iPad solution, we enabled digital onboarding and field collections across 600 branches. Onboarding time dropped by 65%, and compliance reporting is now seamless.” — CIO, Leading NBFC
— HR Lead, Global Consulting Firm
Why iPlanet?
- BFSI Experience:
Proven deployments in banks, insurers, and financial services across India.
- End-to-End Managed Services:
Consultation, rollout, staff training, compliance support, upgrades, and device lifecycle.
- Vertical App Expertise:
Integration and support for leading BFSI and field productivity apps.
- Nationwide Support:
Local and remote services for all your locations—backed by Apple-certified teams.
Resources & Next Steps
- Download: “iPad for BFSI Solutions Guide”
- Book a BFSI Demo
FAQs
Yes—iPad supports all leading digital onboarding, eKYC, collections, and CRM apps in the BFSI sector.
With MDM, encryption, and remote lock/wipe, iPad exceeds security and regulatory standards.
Yes—iPad works both online and offline, syncing data securely when connected.
End-to-end managed services: monitoring, updates, upgrades, and helpdesk for all your locations.
Yes—flexible plans are available to suit your budget and deployment size.