Uxury_Field Agents app
Uxury_Field Agents app
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Uxury_Field Agents app
Uxury_Field Agents app
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Uxury_Field Agents app
Uxury_Field Agents app
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Workforce Management App

Most Banks and insurance companies have field agents, who's main aim is relationship management, customer on-boarding and collections. Usual protocol followed is that these agents start their work-day after visiting the bank's corporate branch, getting the day's work allocated by their manager. 

This field force app we designed, eliminated the need for Relationship Managers (RMs) to go to the branch at the start of the day. Instead they could start work directly at the client's location. For instance, the bank branch manager assigns work to 6 RMs working in Fort branch, South Mumbai. Instead of coming to the branch every day and then getting work assigned, these RMs could just log into the app, see the tasks alloted to them and start work.

 

This saved the bank RMs considerable time, which would otherwise have been spent travelling. It also made customer on-boarding and query resolution easier, since RMs could use "document upload" feature on the app. Eventually using a digital process of "check-in" and "check-out" these RMs were able to clock in more hours at work, and manage customers better.

 

For the bank, this implied better productivity, better collection processes and faster resolution of customer complaints.