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.
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.
How Kinematic works
for Banking teams.
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.
Go deeper on BFSI field ops.
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.
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.
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.
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.