URVA sales for Banking and
Other Financial institutes
URVA Sales delivers robust field force solutions that help
streamline banking field operations, provide transparency
and real time operations to generate more sales
How URVA SALES Benefits
the Banking Sector
Top BFSI Sector Use Case
Customer acquisition
URVA Sales helps the sales force tap into every customer acquisition opportunity by reducing the time of TAT.
Customer onboarding
Customer application filling, account opening, documentation and onboarding is seamless within a mobile app and with many smart features.
Servicing
Helps quick servicing through smart features of real-time allocation of tasks, location intelligence, TAT for closure and more.
Relationship management
URVA Sales ensures right frequency of engagement with every customer, helps the team cross-sell products in timely manner.
Tale of Success
ICICI EXTENDS FIELD WORKFORCE OPTIMIZATION WITH URVA
Ring in higher sales representative productivity with URVA Sales
- Get granular visibility of the entire field team and optimize resource allocation resource allocation.
- Comprehensive field workforce management through an intuitive dashboard
- Manage on-ground deployed workforce efficiently.
- Beat and route planning and optimization for on-field sales agents
- Map delays, missed sales meetings, customers opt-outs
and maximise reach in real time. - Schedule and track daily operations in real-time
Collate all information relating to entities and applicants being assessed in a single, centralized, secure repository with fully customizable parameters, fields, rules, user rights, and collaborative practices.
- Automate the Know Your Customer process
- Continuously update Know Your Customer profiles
- Integrate compliance checks into client onboarding
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