Field Force Automation Cloud Software for Philippine BFSI Teams

Each role gets its own screen on the same cloud app. Relationship managers run branch and SME portfolio reviews. Loan officers at microfinance institutions and rural banks source and collect on loans at the community or barangay level. Insurance agents log proposals and track persistency from door-to-door and community visits. Role-based KPIs and dashboards stay split.

Each user is mapped to a coverage zone with branch and community geo-fences. Check-in needs a selfie validated by AI. In areas without formal street addressing, mapping uses GPS and landmarks. Offline-first capture stores GPS, timestamp and photo on the device through rural signal gaps and typhoon-disrupted networks, then syncs to the cloud once connectivity returns.

Stages run enquiry, KYC, credit assessment, approval, disbursement. Each stage holds the customer profile, product, documents and a peso value. Automation fires ageing alerts when a file crosses threshold. Branch heads see value by stage, branch, loan officer and product, so a stalled application gets attention before it drops off.

Agency managers see every agent on one dashboard: proposal velocity, conversion ratio and persistency. The enquiry-to-policy pipeline tracks quote, KYC, underwriting and issuance. Agents working community and door-to-door visits log each stop against a geo-tagged visit, so activity and outcomes stay connected.

Loan officers and agents log structured meeting notes and upload KYC documents from the app: government-issued ID, proof of address and supporting income documents. Files auto-tag to the application. Credit and compliance teams open them without rekeying. Branch managers track KYC completeness live, even when the customer was onboarded at a barangay hall or community gathering.

Yes. Core banking, loan origination, policy admin and microfinance core systems connect via API or SFTP. The platform matches relationship manager reviews to product uptake, loan officer visits to disbursement, and agent proposals to policy issuance. Verified visit-to-conversion ratios drive incentive payout in pesos. Activity with no matching disbursement or premium is flagged for review.

Customer data handling aligns with the Data Privacy Act of 2012, under National Privacy Commission guidance. KYC and screening checks run at application stage. Every change carries a user, timestamp and geo-stamp for audit, and exports are structured for regulatory and internal review.

AI runs selfie validation, lead scoring by product, pipeline ageing prediction and natural-language queries via 1Voice. Automation handles approvals, document tagging, ageing alerts and exception escalation. Field users see a next-best-action list, not a static call sheet, so a loan officer knows which application to revisit before it stalls.

Branch heads see pipeline by product, loan officer and relationship manager productivity, KYC turnaround and disbursement run-rate in pesos. Agency managers see proposal velocity, conversion and persistency. Leadership drills from a national roll-up down to region, province, branch or individual agent. 1Voice answers questions in plain English with no custom report.

Yes. The app is offline-first. Across rural barangays, inter-island routes and areas where typhoons disrupt mobile towers, users capture attendance, meeting notes, KYC documents and photos without a signal. Data syncs to the cloud once the network returns, so no customer interaction is lost.