Field Force Management Software for Banking & NBFC
FieldExecutives is field force management software for banking and NBFC teams. Put every field agent on a live map, prove every verification with geo-tagged photos, and close cases within TAT.
Field verifications come back late and thin, and you can’t always prove the agent actually visited the address, which is exactly where fraud creeps in.
Field verification software for banks, NBFCs and field agents
FieldExecutives is field force management software for banks and NBFCs. It works as your field verification software, FI agent tracking tool and KYC app in one: every agent on a live map, every visit geo-proven with photos, and every case tracked to closure within TAT.
Build compliant verification checklists, capture photos and documents on the spot, and keep a full audit trail, so cases move faster and you can prove the agent was actually at the address.
How work flows for Banking & NBFC
From the office to the field and back, every assignment, tracked end to end.
Routed with a checklist
Verification, KYC and onboarding cases are routed to agents with the address, checklist and TAT.
Geo-verified visit
Optimised routing and a geo-verified check-in at the premise.
Compliant, photo-backed
A verification checklist, photos and documents captured against a custom, compliant form.
Live TAT & outcomes
Cases close with geo-tagged proof; TAT, positive/negative rates and agent output report live.
Banking & NBFC field force management software features
Everything a bank or NBFC field team needs to verify, onboard and close cases within TAT, in one app.
Field agent GPS tracking
Live location for every agent, with geo-verified attendance.
Field verification app
Route verification cases with address, checklist and TAT, and verify at the premise.
KYC and onboarding capture
Capture KYC details and onboarding data on custom, compliant forms.
Geo-tagged photo and document proof
Photos and documents are geo-tagged and timestamped on the server.
TAT tracking
Each case carries a TAT timer, with live TAT and agent output for managers.
Positive and negative outcome reporting
See outcome rates by agent, product and area.
Full audit trail
Every action is logged, which makes compliance reviews easier.
Collections tracking
Track field collections and visits alongside verification work.
A field-verification day
Cases load
Agent punches in, the day’s verification cases appear.
Address visit
Geo check-in at the residence, photos and checklist captured.
Business FI
Business verification done with documents.
TAT met
Cases closed within TAT, dashboard updated.
Capture exactly what Banking work needs
Build the fields, forms and proof your process demands, by drag-and-drop, with no code. Here’s what teams like yours typically track:
See how configuration worksYour whole operation, on one screen
Live map, proof of every visit, and the numbers that actually move your business, what teams typically see:
How we’ve helped banking partners
The changes teams see once the field runs on FieldExecutives.
Trusted by banking teams
“Geo-tagged verification with photos cut our fraud risk sharply. We can prove every visit.”
“TAT on field verification improved once cases were routed and tracked live.”
“The audit trail alone made our compliance reviews far easier.”
Banking & NBFC, answered
What is field force management software for banking and NBFC?+
It is software that helps banks and NBFCs assign field verification, KYC and onboarding cases, track agents live, prove every visit with geo-tagged photos and meet turnaround times.
How much does field force management software for banking and NBFC cost?+
Plans start at ₹999 a month for up to 10 users, and every plan includes every feature and a 7-day free trial. Growth is ₹2,499 for up to 30 users and Business is ₹4,999 for up to 75. See the pricing page for details.
Can I see a demo built around my banking and NBFC workflow?+
Yes. Book a 20-minute demo and we will model your own routes, forms and approvals in the live product, with no slides.
How does FieldExecutives compare with other banking and NBFC field force tools?+
See our comparison pages for how FieldExecutives stacks up against FieldAssist, Unolo, FieldEZ, LeadSquared and others on features, pricing and deployment.
How do you prevent fake field verifications?+
Agents check in with GPS at the address and capture photos and documents, so every case carries proof of visit.
Does it track TAT?+
Yes. Each case carries a TAT timer, and managers see live TAT, output and positive/negative rates.
Are the forms compliant and customisable?+
Yes. Build compliant verification and KYC checklists by drag-and-drop, with mandatory fields and photos.
Guides for Banking & NBFC teams
Evaluating Field Force Management Software for Banking & NBFC?
Ready to run your banking team on a live map?
Start a 7-day free trial, or book a 20-minute demo and we’ll map it to your exact workflow.