Banking, Financial Services and Insurance
Our product ensures that the field force engaged in getting new customers; relationship managers and collection teams are best equipped with all the details required to increase their efficiency. All support functions can be carried out though the app only to ensure time and cost saving. The senior management and managers also have a live view of the performance of the team in the field.
Dashboard
Each Field Executive is aware of the key KRAs and their present status (target v/s achievement) at the start of everyday.
Daily Plan & Attendance
The field executive can have the snapshot of all the tasks to be done today and also start and end the day (attendance) on the mobile app
Lead / Sales Life Cycle Management
Manage the full life cycle of a lead – from lead generation to lead closure; leads can be tracked and monitored stage-wise
Customer Relationship Management (CRM)
All the details of the customer are managed – multiple contacts; products used; revenue generated; past interactions; portfolio movement
Collections
The full collection cycle is managed by the applications – executive wise. His daily plan; route map, geo tagging; collection limits; Bank deposits and visit summary can be managed and tracked
Field Investigation
All field investigations and other verifications can be done
Broadcast & Chat
Broadcast (one-to-many) and Chat (one-to-one) modules on the app – so that all company related discussions; feedbacks; approvals, etc. – happen only on the company database and not on social media apps like WhatsApp
Products
This is the application where all FAQs; product policies & details; e-brochures, videos, competition benchmarking, etc. These can be sorted based on products for up-sell; cross-sell; regulatory circulars; FAQs; dos and don’ts etc.
Self Service HR
Leave; pay slips; HR Policies; HR Forms; Colleague Search; Organizational and Personal Notifications, Holiday list; etc. are available here
Learning & Training
Product, policy and soft-skills training presentations, videos, articles, etc. – with online quiz and evaluation
Campaigns / Contests
The Field Executive / teams are always aware of their status / ranking w.r.t. their other colleagues in the system – R&R program can be managed here
Expense Management
All expenses; claims; reimbursements and bill submission of the field force can be done here – with photographs of the bills.
Feedback / Poll
Immediate and real-time feedbacks can be taken from the employees or customers on the product; customer views; trainings; etc.
Visit Summary
The Manager can see the number of visits; visit status and geo location (map view) at any point of the day – for his/her team