Built for Banking teams

Every lead, every agent —
tracked from doorstep to closure.

For banks, NBFCs and insurance companies running large field forces — Kinematic gives you policy and loan pipelines from first lead to disbursement, with built-in compliance, KYC capture and agent productivity analytics.

Start 7-day free trial See how it works
5×
Lead-to-disburse speed
100%
Geo-verified KYC
0
Lost paper documents
LIVE TRACKING
Loan officer · field
14leads
2KYC done
1disbursed
LOAN PIPELINE · LIVE
₹2.4Cr in pipeline
ENQUIRY
2,840
KYC DONE
1,742
UNDERWRITING
1,128
APPROVED
684
DISBURSED
412
— The Banking reality

Paper KYC. Spreadsheet pipelines.
The cost is leakage.

BFSI field operations still run on paper forms, photocopies and Excel pipelines passed between agent, supervisor and back-office. Every handoff is a leak — leads go cold, documents go missing, compliance becomes guesswork.

Kinematic digitises the entire field agent workflow — lead capture, KYC, document collection, application status, disbursement tracking — with every step geo-verified and time-stamped.

— Three modules, your workflow

How Kinematic works
for Banking teams.

FIELD FORCE
Geo-verified agent activity
Every customer visit verified by GPS. Document collection photographed and geo-stamped. Doorstep KYC with Aadhaar offline e-sign integration.
LEAD MANAGEMENT
Policy & loan application pipeline
Every lead captured at the doorstep — name, requirement, eligibility — flows directly into your underwriting workflow. AI scoring identifies high-probability conversions.
SUPPLY CHAIN
Document & sub-broker workflow
Physical document chain-of-custody from agent to processing centre. Sub-broker network management with commission tracking and disbursement reconciliation.
— Inside a BFSI deployment

From doorstep lead
to disbursal — tracked.

Loans, insurance, cards and CASA all live or die on the same thing: a feet-on-street team meeting the right prospect, collecting the right documents, and moving the file before the customer cools off. Most of that happens off-system — in a notebook, a personal WhatsApp, a DSA's head — so leakage and mis-selling are invisible until audit.

Kinematic puts the whole funnel on rails. Every lead is geo-verified at the meeting, every document is captured on the spot, and every file moves through a stage pipeline with an audit trail RBI and your compliance team can stand behind. Managers see conversion and turnaround by branch, product and agent — live, not at month-end.

FEET ON STREET
Geo-verified agent meetings
Every DSA and on-roll RM meeting is geo-stamped and time-stamped, so attendance and field effort are real, not reported. Beat-style daily plans for branch catchments mean high-intent leads are met first, while they're still warm.
LEAD → DISBURSAL
One pipeline, every product
Configurable stages for loans, insurance, cards and CASA — login, KYC, credit, sanction, disbursal. Kini AI scores leads and nudges the next-best follow-up, so files don't stall and conversion by product and source is finally visible.
DOCS & COMPLIANCE
Document capture with an audit trail
KYC and income documents captured at the doorstep, tagged to the file, encrypted and time-stamped. A full, exportable audit trail for every interaction supports DPDP-compliant handling and clean internal and regulatory audits.
— Related reading

Go deeper on BFSI field ops.

Industry: Banking · 5 min read
BFSI Field Agent Software India: Managing Feet-on-Street
Managing 500+ feet-on-street BFSI agents across India is fundamentally different from managing a corporate sales team. Here's the software stack that actually works.
Read article
Industry: Banking · 5 min read
Banking & Insurance Field Sales Software India 2026: Agent Management Guide
How Indian banks and insurance companies manage feet-on-street agents in 2026. The right field sales software for BFSI field teams — lead tracking, geo-attendance, and loan/policy pipeline management.
Read article
Industry: Banking · 6 min read
Insurance Agent Tracking Software India 2026: Complete Buyers Guide
Insurance companies with field agent networks need geo-verified visit tracking, policy pipeline management and compliance documentation — not a generic CRM. Here is what to look for in 2026.
Read article
Browse all articles →
— BANKING & INSURANCE SOLUTIONS
Field Force for Banking & Insurance → Lead Management for Banking & Insurance →
— Banking FAQs

Common questions from
Banking teams.

BFSI field force management software digitises the work of banking, insurance and NBFC field agents — lead capture, KYC, document collection, application processing and disbursement tracking. Kinematic adds geo-verified visits, photo evidence and AI lead scoring built for financial services compliance.

Yes. The mobile app supports offline Aadhaar verification, e-KYC, document photography with auto-OCR and digital signatures. Integrates with major KYC providers and the official UIDAI offline verification flow.

Yes. Configurable commission rules per product, agent tier and milestone. Automatic calculation, approval workflow and disbursement tracking. Gamification module adds points-to-incentive conversion for productivity-linked variable pay.

The platform supports RBI and IRDAI-compliant audit trails, data residency in India, consent management for customer data and configurable retention policies. Custom compliance workflows can be built for specific regulatory requirements.

Yes. Enterprise plan includes connectors for major core banking systems, loan origination systems (LOS) and loan management systems (LMS). Two-way sync for application status, disbursement updates and customer data.

Disburse faster. Lose
nothing in between.
Start 7-day free trial Talk to sales →
Trusted by India's field teams
Tata Steel Shri Ram Sales BMW Ventures
What customers say

Teams that switched, tell it better.

Earlier I noted leads in a diary at night and half of them were lost. Now I just speak to Kini AI after each visit — the lead is recorded with the outlet and quantity, scored, and my follow-up is set before I've even left the shop. Nothing slips any more.

SRS
Field Sales RepresentativeShri Ram Sales (SRS)

Kinematic's analytics changed how we plan. We see beat coverage, conversion by zone and pipeline health live — so territory and sales strategy decisions are made on this month's data, not last quarter's reports. Reviews that took days now take an hour.

TS
Chief Sales ManagerTata Steel
— Start the conversation

Ready to see
it in action?

Tell us about your field team and we'll set up a personalised demo — showing exactly how Kinematic maps to your workflows.

01
7-day free trial
Live in 48 hours. No commitment, no card required.
02
200+ field executive deployments
Smaller team? Custom pricing available — talk to sales.
03
s@kinematicapp.com
Direct line to the founder. Same-day response, always.
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