Private Bank Determines Serviceable Areas and Orchestrates Doorstep Banking With Dista Sales

Value Delivered

Improved

real-time visibility on field sales executives

Higher

sales rep productivity

Faster

customer onboarding

Background

A leading private bank wanted to help their customers facilitate eKYC with biometric verification for opening an account from the convenience of their homes. They strategically planned to offer doorstep banking for their customers and wanted a system to orchestrate doorstep banking.

Challenges

The bank witnessed lower account conversions due to incomplete eKYC verification. They wanted to identify serviceable and non-serviceable areas to serve the customers and improve the productivity of their sales executives, thereby increasing the number of customer verifications in a day.

Solution

Dista Sales – Dista’s AI-powered field sales management software helped the bank identify the serviceability of a lead by mapping it to pincodes for a specific area.
Our system auto-allocated leads to field sales executives by considering several business constraints like proximity, priority, and availability.
The dedicated Sales app enabled field sales executives to seamlessly complete the doorstep KYC process by collecting digital documents and onboarding the customers from the convenience of their homes.

Highlights

Created serviceable grids for each territory or branch
Simplified and digitized document collection process with less paperwork
Mapping sales officers to territories to improve lead actioning time

See How Enterprises Leverage Location Intelligence with Dista

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“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.”

“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.”

“With Dista’s AI-enabled location intelligence platform, CMS provided seamless, faster, safer, and hassle-free doorstep cash transportation service. There was an increase in agent productivity while a reduction in cash movement overheads with the right-sizing of custodians and vans.”