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
