How Field Force Tracking System helps in BFSI Industry?

Real time Field force management software for Banking, financial services and insurance (BFSI) industry to improve productivity and efficiency of Sales team.

BFSI industry is one of the backbone industries helping in economic stability. Moreover, it forms one of the important and basic sectors of society. With the changing lifestyle trends, financial, banking and insurance services are often requested at the customer’s home & office, rather than they traveling to the banks. With such flexible operations coming in, Field force management software for the BFSI sector is a necessity.

The Field force management system for banking, finance and insurance offers a large number of benefits, which makes a large difference in this sector, offering seamless operations and ensuring successful field team management and achieving customer satisfaction.

UpTeams is one such field force management system offering the following benefits for BFSI sector:

Real-time traceability

UpTeams offers a solution to one of the major problems faced by BFSI industry, the lack of real-time traceability. With this software, all the field force team and agents can be tracked by the admin in real time. Hence, the position and location of the agents & sales team can be known easily.

Visits/Meeting management

All visits & scheduled meeting notifications are received by the agent/sales team in his/her app. Hence, issues of delay or missed meeting are eliminated with the effective use of UpTeams sales force management software. This increases the productivity of the banking, financial & insurance sales & service, thus helping in the growth of the business.

Monitor and control from a remote location

The admin/manager can monitor and track all the agents and sales force team from a remote location, along with controlling the movement of them. Thus, any unnecessary delay can be traced of the agents/field sales person, can be easily traced, thus ensuring on-time customer services leading to larger customer retention.

Return on Investment

• Management can get a real-time view on the status of, new prospects, meeting, feedback and closer related information
• Insurance Agents & banking/finance sales team can sign in and start their day from wherever they are, and start work; No need to come to the office
• Reduces manual work for custom form fill-up, follow-up, reporting. etc
• Improve productivity and efficiency of banking, finance & insurance professionals

UpTeams has a major role in introducing a positive effect in BFSI industry and ensuring increased trust and clarity in operations, along with accelerating seamless operations, that is less manual and more automated, reducing the efforts of the admin and business owners.