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

ICICI BANK
ICICI aligns its field team with URVA for sales planning and field workforce optimization
Case Study

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
SALES INCREASED
30%
PLANNED VISIT COMPLETED
95%

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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VERIFICATION COUNT
0
DATA AUTHENTICITY

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