One of India’s leading private sector bank wanted to provide easy financial assistance to their customers in a secure and scalable manner. To extend a hassle-free banking experience to its growing customer base, the bank leveraged Dista’s field service management software and introduced doorstep banking for its customers. Workforce automation, scheduling and tracking was part of the field force management solution.
- Customer onboarding – account opening, KYC, document pick-up / scan
- Doorstep service – pick up/ delivery of Cash, cheques, Demand Drafts
- Preferred time slot selection and OTP based handovers
- Auto job allocation for ‘runner boys’
- Serviceable area definition to define branch operation