Revolutionize Field Force Operations for Banks
Maximize sales coverage, streamline doorstep banking, and improve field force efficiency.
Business Impact
Role-based Challenges
Field Agent
Sales Manager
Sales Leader
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
Customer Testimonials
“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
Cash management firm manages over 3,000 field assets with Dista
