One cloud platform for Saudi banks, financing companies, insurers, and fintechs. SFA, agent loyalty, SAR payouts to bank or wallet, and regulatory compliance training on one stack. Offline-first across the Kingdom's distances and routes.
BFSI distribution in Saudi Arabia runs through branches, DSA networks, tied and brokered insurance agents, bancassurance counters, and microfinance and lending officers covering territory across a large country. The customer relationship sits in the field. Field activity, SAR payouts, and financial-sector compliance need one cloud system.
RMs, DSAs, insurance agents, and microfinance officers cover branches, SME accounts, and routes stretching from Riyadh to Jeddah, Dammam, and smaller cities across a very large country. Without GPS-verified attendance and selfie validation, branch leads cannot confirm the planned customer cadence actually happens.
Loan files, microfinance member applications, life proposals, and motor quotes move over WhatsApp and spreadsheets. Ageing leads and stalled KYC files stay invisible until the customer banks elsewhere or lets the policy lapse.
Disbursement, policy issuance, and persistency reports land days after the fact. Branch and regional heads cannot intervene on ageing files or high-value leads in time. Pipeline drift turns into a missed quarter across a whole region.
DSA and broker networks lack a single view of sourcing quality and regulatory adherence. Productivity and competitive sourcing patterns slip out of sight without structured cloud reporting tied to each partner and product line.
DSAs, tied and brokered agents, bancassurance officers, and microfinance marketers all sit in separate systems. Without one incentive engine, sourcing mix, conversion quality, and partner retention stay unmanaged.
New loan products, insurance plans, and regulatory circulars arrive every quarter. Without structured KYC, AML, and product certification, branch staff and agents mis-sell or fall short at a regulator examination.
Two 1Channel apps drive the RM, DSA, and agent workflow. Both run offline-first on Android and iOS, on the same cloud backend as the admin portal.
Google Play
Apple App Store
Google Play
Apple App Store
One focused page per module, tailored to Saudi banks, microfinance banks, and insurers.
RM calendars, DSA activity capture, insurance agent coverage, microfinance loan-officer tracking, lead-to-disbursement pipeline, and branch partner scorecards on one offline-first cloud app.
Explore BFSI SFA →DSA and broker incentive engines on monthly SAR slabs, agent tier programmes, bancassurance campaigns, and instant payout to bank account or digital wallet such as STC Pay.
Explore BFSI Loyalty →Branch staff onboarding, RM and DSA product certification, KYC and AML modules, financial-sector compliance training, in Arabic and English for a bilingual Saudi field force.
Explore BFSI LMS →A cloud sales force automation platform built for BFSI field work. RM calendars on SME and HNI accounts, DSA activity capture, insurance agent coverage, microfinance loan-officer tracking, and live pipeline to disbursement or policy issue, all on one offline-first app built for the Kingdom's long inter-city distances and desert heat.
Run DSAs, tied and brokered agents, bancassurance officers, and microfinance marketers on one engagement layer with a cloud loyalty platform. Slab payouts in SAR by bank transfer or to a digital wallet such as STC Pay, tier progression on conversion, and branch-counter campaigns.
Equip branch staff, RMs, DSAs, and agents through a structured cloud sales team LMS. Product certification, KYC and AML modules, financial-sector regulatory-awareness prep, and microfinance and lending refreshers, all in Arabic and English. Certification status feeds the SFA so uncertified agents cannot pitch new launches.
Short reads on Saudi BFSI field workflows, order-to-cash across bank transfer and fintech, distributor-style credit and collections, and offline-first field sales.
What makes the 1Channel cloud platform a practical fit for Saudi banks, microfinance banks, and insurers.
SFA, loyalty, and LMS on one cloud suite. Field, payout, and training data move together across banks, microfinance banks, and insurers with no rekeying.
Branches, tied agents, DSAs, brokers, bancassurance counters, and microfinance officers each get their own workflows and SAR incentive rules on one platform.
Selfie attendance validation, lead-scoring on the pipeline, fraud detection on DSA sourcing before payout, and natural-language analytics like “show top Riyadh branches by asset-finance disbursement this month.”
RMs, DSAs, and microfinance officers working outlying branches or long inter-city routes carry on through weak or patchy network coverage. Data syncs to the cloud when signal returns. No customer visit goes unrecorded.
LMS modules cover product certification, agent licensing, microfinance and lending rules, KYC, and AML. Role-based access and encryption in transit and at rest align with PDPL expectations for customer data, with full audit trails.
REST APIs and SFTP connect to Finacle, Flexcube, T24, financing-company core-banking systems, and policy admin platforms for clean data flow and automated SAR reconciliation.
Modular rollout. Start with one module (RM SFA or DSA loyalty) in one region, then add the rest later without disrupting active branch campaigns mid-cycle.
RM, DSA, agent, broker, and microfinance officer apps publish under your own brand on Google Play and the App Store for one identity across the distribution network.
