BFSI · Insurance & NBFC
Leads, visits and recovery — all accountable.
Insurance, NBFC and microfinance run on field discipline: advisors chasing leads, agents servicing customers, officers recovering dues. SynovaFieldIQ makes every visit GPS-verified and every funnel measurable.
Roles we serve
Acquisition to collections
Advisors & Field Agents
Lead visits, KYC capture, policy & loan servicing.
Branch / Area Managers
Team funnels, productivity and visit discipline.
Collections Officers
Recovery beats, PTP tracking, bucket-wise overdue.
Risk & Compliance
Audit trail, geo-stamped visits, policy governance.
Depth for field finance
Built for lead funnels and recovery
Lead-to-conversion funnel
- Lead allocation & visit SLAs
- Stage-wise conversion by advisor
- Cross-sell & renewal prompts
Collections & recovery
- Bucket-wise overdue beats
- Promise-to-pay & broken-PTP tracking
- Recovery vs target by officer
Compliance & audit
- GPS-verified, time-stamped visits
- Document & KYC capture in-field
- Full audit trail for regulators
Make every field rupee accountable
One platform for acquisition, servicing and collections — secure, audited and worded for your business.