Financial services field operations

Thousands of visits a month, and every one has to be verifiable.

Fieldproxy runs field verification, collections and onboarding visits at volume: who went, where they actually were, what they captured, and whether it passed. Change the form or the approval chain in plain English.

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Financial services field operationsPlain English

Geotag required

Location captured with the photo

Document capture added

Read and filed against the case

Supervisor approval

Nothing closes unapproved

Live in

Same daylive for every agent

250+

field service teams

Days

to go live, not quarters

Unlimited

users on every plan

One

system underneath it all

Built your way

Built for visits that have to stand up

Geotagged evidence, document capture, approvals and productivity.

Geotagged evidence

Location and time captured with every photo, so a visit that is disputed is settled by the record.

Document capture

Customer documents read on the spot, filed against the case, and available to the approver immediately.

Approval chains

Multi-step sign-off before a case closes, configured per product and per region without a release.

Agent productivity

Visits per agent, completion rate and reasons for failure, reported per branch rather than assembled monthly.

Audit trail per case

Who captured what, where and when, retained for the file.

Rejection reasons

Why a case failed approval, categorised, so the form can be fixed.

Shaped to your trade

Your business doesn't run like the template. Neither does Fieldproxy.

Lending and NBFC

Field verification and collections visits with geotagged, approvable evidence.

Wealth and advisory

Client onboarding visits and document capture across branches.

Insurance

Survey and claims visits with photographic evidence and sign-off.

Platform

The platform underneath

Every part of the operation, ready to shape to how you run.

Integrations

Plays nicely with the tools you already use

Fieldproxy sits in the stack you already run, rather than replacing it.

Salesforce

Cases and customer records

SharePoint

Captured documents

Twilio

Agent and customer SMS

Power BI

Branch productivity reporting

Aadhaar and KYC APIs

Identity verification

Zapier

Anything else

AI agents

What the AI agents do here

The repetitive half of the work, handled. Your team keeps the judgement.

Document Intelligence

Reads the captured document, pulls out the fields, and files them onto the case without retyping.

Watcher Agent

Flags visits that closed without evidence, cases stuck awaiting approval, and agents whose completion rate drops.

Voice Agent

Lets the agent dictate the visit outcome on the doorstep instead of typing it up that evening.

Explore all AI agents →

See it on your visit flow

Bring one product and your verification form. We will configure it and show you the approval trail.