NBFC Field Ops Challenges that TrackoField Solves

Scattered field teams and offline processes create gaps in control and execution. See the core challenges that field force automation solves for NBFCs.

  • Limited real-time visibility into your field force.
  • Risks of missed or no visits and proxy attendance.
  • Inefficient routes resulting in high fuel expenses.
  • No region-wise visualization of risk-prone areas.
TrackoField’s field force automation for NBFCs helps solve these. Find Out
Our Digitized NBFC Field Collection Impact
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Boost NBFC Collection Coverage With Field Force Automation.

Monitor field loan agents in real time, track performance, and ensure accountability in your NBFC operations.

Core Capabilities of an NBFC Field Force Automation Software

Features that are built to give NBFCs control over collection visits, track loan agents in real-time, and increase scalability.

  • AI Facial Attendance

    AI Facial Attendance

    Visual intelligence adds a security layer against fraud mark-ins and customer verifications.

  • Territory Management

    Territory Management

    Visualize zone-wise reporting to structure teams into manageable clusters.

  • Manager’s Bot

    Manager’s Bot

    Enterprise-grade LLMs and analytical intelligence helps the Manager Bot deliver instant answers.

  • Automated BEAT Plans

    Automated BEAT Plans

    Plan beats in a click to improve coverage and reduce fuel expenses.

  • Expense Module

    Expense Module

    Rule-based on-the-go expense request systems with multi-level approvals.

  • Offline Mode

    Offline Mode

    Works in low or no network zone. Data syncs when the internet is restored.

  • Task Management

    Task Management

    Time and travel reports for each task and customer visit. Insightful reports to help make the right decision.

  • Real-Time Location Tracking

    Real-Time Location Tracking

    Monitor field agents’ live location and history path in real time.

  • Role-Based Permissions

    Role-Based Permissions

    Allows managers to set, manage, and reset authorities for multiple operation levels.

More Features of NBFC Field Force Automation Software

  • Analytical Dashboards

    Analytical Dashboards

    Holistic view of team strength, pending tasks, and tasks in progress. Graphical representation for quick view.

  • Custom Digital Forms

    Custom Digital Forms

    Multi-step and multi-entry digital forms aligned with NBFC checks and processes.

  • Leaves Management

    Leaves Management

    Quick leave requests, custom leave types, and permissible leave quota for field staff.

  • Travel History Playback

    Travel History Playback

    Verify distance/mileage claims with route history and travel playback.

  • Compliance Reports

    Compliance Reports

    Mobile switched off, disabled network, or GPS spoofing? Get staff compliance reports for all.

  • Employee 360° Reports

    Employee 360° Reports

    Consolidated analytics dashboard of employee mark-ins, location-history, and performance.

Why Choose TrackoField for NBFC Field Force Management?

At TrackoField, we know how NBFCs work. This is why our field force automation software is built to simplify field execution without operational overheads.

  • Tailored for NBFC Workforce

    Tailored for NBFC Workforce

    Built specifically for NBFC collection workflows that supports high user volumes and remote field activities at scale.

  • Proven Scalability for Large Teams

    Proven Scalability for Large Teams

    Leading NBFC brands are automating field ops with TrackoField - without performance drops.

  • Streamlined Data-Sharing

    Streamlined Data-Sharing

    Share data with LOS, LMS, and more with strong and authenticated API integrations.

  • Increased Collections

    Increased Collections

    Effective increase in collections visits through continuous monitoring and real-time visibility.

  • Risk Management

    Risk Management

    Geo-spatial risk assessment to help identify and predict areas that are prone to repayment defaults.

  • Custom Geo-Fencing

    Custom Geo-Fencing

    Create custom geo-fences to monitor field activities and ensure tighter control.

Automating Field Operations for NBFCs

  • Step one

    Cumulative Data

    Upload 1 month’s collection data at once either via Excel or API integration.

  • step two

    Automated BEAT Planning

    Plans beat in seconds to create collection paths.

  • step three

    Geo-Verified Attendance

    Facial attendance marked or leave applied - all geo verified.

  • step four

    Smart Task Allocation

    Agent gets all tasks in their mobile office, sorted in terms of distance and priority.

  • step five

    Structured P2P Follow-Ups

    When a P2P is received, agents can create their tasks for timely fulfillment.

  • step six

    Expense Reimbursement

    Expenses are raised digitally for reimbursement

Have a Different Use Case?Consult Us!
Reduce dependency on legacy systems.

Leverage TrackoField as your ‘location mind’ on the field to empower every field officer.

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Frequently Asked Questions

  • What is Field Force Management Software for NBFCs?

    A field force automation software for NBFC helps plan, track, and manage on-ground teams. But the best software offers a few extra features like visual intelligence ( AI Face Attendance), location intelligence (BEAT plans and GPS-based tracking), and analytical intelligence (Manager’s Bot). It also offers automated tasks, real-time tracking, and rule-based expense module as well.

  • How NBFCs Can Improve Field Productivity Using GPS-based Task Assignment?

    NBFCs can significantly improve field productivity by using GPS-based task assignment. It helps with smarter task allocation based on the field agent’s location. This reduces unnecessary travel, fuel expenses, and commute reimbursements. Overall, with this feature, NBFCs can do more with the same field team.

  • How Can a Field Force Automation Software Prevent Fake Visits and Proxy Attendance in NBFC Collections?

    A robust field force automation software offers AI face attendance. This helps with facial verification of agents with location and time stamps to prevent proxy attendance and fake visits.

  • How NBFCs Can Reduce Field Force Fraud With Real-Time Employee Tracking?

    Location intelligence for NBFCs and visual intelligence is the fastest and the most accurate way to reduce field force fraud. With location intelligence, managers can see real-time geo-verified tasks with time-stamps.. This helps them know whether the field agent has reached the location and at what time.

    With visual intelligence like AI face recognition software, managers can verify if the right agent has met the right customer.

  • How Field Tracking Improves Loan Collections Efficiency for NBFCs?

    Field tracking offers real-time visibility into the field agent’s visits, activities, and general movement. With this feature, managers can ensure genuine customer visits, improved visit time-stamps, and reduce collection leakages in NBFCs.

  • How NBFCs Can Cut Field Operational Costs With Expense Automation?

    An expense management software can help cut operational costs for NBFCs. It allows instant evidence upload and seamless expense categorization. Field agents can upload receipts, log mileage, and submit bills instantly. Managers can then authenticate the costs at their level and select from approval, rejection, and payout status. A unified dashboard shows top-spend areas and employee-wise trends for tighter control.

Get In Touch

TrackoField has been our knight in shining armour, revolutionizing our field operations. We had a clear vision of where we headed but the challenge was to make it happen at a desirable pace. That’s where team TF stepped in along with TrackoBit to automate the entire field management including our fleet of vehicles. Today, we are operating in 6 regions and 14 cities with their software support.

What Client Say About us
Rajeshwar Wadhera
CEO

Managing a diverse workforce across numerous sites is no small feat. TrackoField simplified our operations with intuitive attendance tracking, task allocation, and remote productivity monitoring. The app’s user-friendly interface made adoption seamless. No wonder our team has gotten addicted to TF.

What Client Say About us
Vikas Sinha
System Analyst

In the challenging terrain of remote UP, TrackoField’s custom forms, real-time tracking, and expense management proved invaluable. It streamlined our survey projects, offering a solution that was not just effective but tailored to our specific needs.

What Client Say About us
Ram Jee Singh
Head HR

TrackoField became our ally in simplifying the complex task of mapping field agents. From remote task delegation to real-time location monitoring and insightful distance traveled reports, their collaboration has been instrumental in enhancing our operational efficiency.

What Client Say About us
Saera electric auto ltd
Head HR
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