Doorstep Banking Software

Solutions – Doorstep Banking Software

Doorstep banking is a concept in which banking services are provided at the premises of a customer. There is a rising demand for getting banking and insurance services at home or office. Doorstep services include new account opening, cheque, forex, cash pickup / delivery, insurance and investment advisory, KYC documentation and other services. Doorstep banking has become a vital customer experience factor for the BFSI industry


Dista’s doorstep banking software empowers banks, financial services and insurance companies to provide a seamless doorstep experience for their customers with an mobile friendly, flexible and customizable AI enabled banking platform

Problems solved by doorstep banking software

  • Manual capture of customer data with end of the day logging
  • Communication lag with no real time updates
  • Heavy paperwork and delays in approvals, processing and onboarding
  • Missed opportunities and lower conversions

Benefits of doorstep banking

Cost effective doorstep banking

Improved customer retention

Live tracking of field agents

Paperless operations and higher SLA compliance

Features of doorstep banking software

Digital onboarding

Swiftly onboard customers on the fly with tablet based account opening, KYC documentation and photo scan powered by auto populated forms and wizard based workflows

Paperless banking

Scan documents, upload files, capture photos and ID cards, with handheld devices

Appointment booking

Ensure lesser number of visits with preferred time slot selection, document checklists

Digital payments

Offer variety of payment options with card, cash, wallets etc with instant receipts and OTP based transactions

Fraud detection

Minimize frauds by secure biometrics, OTP based handovers, time stamping of all artifacts as well as location based check-ins

Smart scheduling

Automatically allocate jobs to 'runner boys' based on proximity, availability and skills

Capacity management

Intelligent capacity management of field agents with auto calculation based on primary zone, jobs, availability, leaves, backfill and overbooking

Attendance and leaves

In-app leave management for field inspectors with single-click approvals

Flexible workforce management

Hybrid workforce management for own, contract, third party agents using web console to feed data

Start your own doorstep banking with Dista? Request a demo
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