Revolutionize Field Force Operations for Banks

Maximize sales coverage, streamline field force tracking, and improve sales productivity.​

Business Impact

Increase in Lead Allocation and Actioning
1 %
Increase in True Visits
1 %
Increase in Sales Conversions
1 %

Role-based Challenges

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Inefficient route planning
No systematic way to capture lead visit outcome
Poor accuracy of addresses
Ineffective attendance and expense management
Unplanned customer visits
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Absence of a central system for lead management and data collection
Lack of detailed and customizable productivity reports
Ineffective lead assignment without location-based rules
Lack of real-time visibility on field activities
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Lack of geospatial insights for site selection, decongestion, and cannibalization
Limited insights into catchment areas and new opportunities
Limited territory performance insights
No insights on conversions and win-loss metrics

Location-powered Solutions for Banking Field Operations

Doorstep Banking

Improve customer experience by orchestrating doorstep banking. Enable your sales reps to collect documents and KYC info, capture visit outcomes, perform address verification, and get higher CSAT.

Account Hunting and Farming

Get a 360-degree portfolio view and recommendations to capture leads and increase customer conversion. Fine-tune upselling and cross-selling of products with smart share and empower reps on-the-go with proposals, collaterals and pricing calculators.

Territory Management

Perform multiple simulations to create area clusters to organize, balance, and optimize territory plans. Map and assign sales reps equitably to boost sales coverage. 

ATM Optimization

Run proximity simulation and site analysis to identify optimal locations for placing ATMs. Evaluate population density, income levels, proximity to retail stores, transportation hubs, and competitor ATM locations.

Business Expansion

Identify the best sites for opening new bank branches based on customer profile and concentration. Overlay competition data to get valuable intelligence on new areas to make informed decisions. 

Functional Features

Lead Lifecycle Management
Beat Route Planning and Optimization
Geofencing Sales Visits
Address Verification and Cleansing
Prescriptive Nudges and Alerts
Gamification and Leaderboard
Crossell and Upsell Recommendations
Smart Sharing of Collaterals
Attendance and expense management

Customer Testimonials

“Dista Service helped us with field investigation of our prospects as well as loan servicing for customers. Over 10K users are using the app to get real-time updates on their loan status, raise queries, respond to queries and more.”

“By leveraging Dista Sales, we offered seamless doorstep services to our customers. The field sales management software auto-allocated leads to sales reps based on their real-time location. This helped them reach the customer location within the defined SLA and increased our customer onboarding.”

Applying Location Intelligence to Banks

Resources

Prominent bank facilitates seamless merchant acquisition with Dista

Prominent bank facilitates seamless merchant acquisition with Dista

Dista’s Fleet Management System Helps Leading Cash Management Firm Manage Over 3,000 Field Assets

Cash management firm manages over 3,000 field assets with Dista

Leading Indian Bank Ensures Smooth Doorstep Banking Powered by Dista Field Service

Dista orchestrates smooth doorstep banking service for a leading bank