Digital Experience & Growth
Customer Portals
Secure self-service portals where customers view accounts, statements, policies, orders, service requests and documents, make payments and update details without calling or visiting your office.
Capability overview
What customer portals involves
Customers increasingly expect to check information and complete simple tasks themselves at any hour. When they cannot, they call contact centres to ask for loan statements, policy copies, order status, bill explanations or address changes, which costs money and frustrates everyone involved.
We build customer portals for lenders, insurers, utilities, education providers, real estate developers, manufacturers and service companies. Portals connect to core systems such as loan management, policy administration, billing, ERP or CRM platforms, and offer secure sign-in with OTP or multi-factor authentication, payments, document downloads and trackable service requests.
Self-service is designed around the questions customers ask most often, which we identify from call centre logs, emails and branch requests before deciding what the portal should include.
What is included
Portal features
Secure sign-in
Registration, OTP login, multi-factor authentication, account recovery and verification against customer records.
Account information
Statements, balances, policy details, orders, bookings, invoices and transaction history pulled from core systems.
Payments
Online payments through UPI, cards and net banking, with receipts and instant status updates in the portal.
Service requests
Requests for changes, complaints or documents raised, tracked and resolved with status notifications.
Document centre
Secure access to contracts, certificates, letters and tax documents, with upload for customer-supplied documents.
How we work
How we deliver customer portals
Demand analysis
Contact centre, branch and email requests analysed to find tasks suitable for self-service.
Journey design
Sign-in, top tasks and service request flows designed and tested with customers.
Core system integration
APIs or middleware connections built with data security and performance safeguards.
Security testing
Authentication, authorisation, data exposure and payment flows tested before launch.
Launch and adoption
Customers invited through email, SMS and service channels, and adoption tracked against call volumes.
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Questions & answers
Questions about Customer Portals
Cannot find what you need? Our team responds to technical and commercial questions within one business day.
Ask a questionEvery request is checked on the server against the signed-in customer's identity and account relationships. Security testing specifically attempts to access other customers' records to confirm this protection works.
Yes. The portal can be responsive for mobile browsers first, with native or cross-platform apps later using the same APIs and business logic.
It usually reduces routine enquiries when the portal answers common questions reliably and customers are guided to use it. We measure call and email volumes by request type before and after launch.
Fixed price per phase based on features, integrations, authentication, payment requirements and security testing, with hosting and support available monthly.
Next step
Discuss customer portals with Acmez
Share what you need to change, build, integrate or support. We will map the practical next step.