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