Branchless Banking Agents have been growing at two-figure rates in the last years. This transactional channel brings many benefits to the Financial Institutions, Branchless Banking Agents, and End Users.
Go2Bank provides all tools to build, develop, and manage this powerful channel on its different layers:
FIELD SALES SERVICES FOR
BRANCHLESS BANKING AGENTS
FRONT END APP
FRONT END APP
Over 90 features, easy to use and set up for your Financial Institution. Multiple security layers. Session time control. Multiple payment and signing methods. To be used in multiple devices. With quick user guides.
The Front End App allows you to select diverse payment methods for each transaction according to each equipment characteristic and preferred choice of each end user.
Four tools permanently monitoring the network to timely detect any potential failure and take preventive and corrective actions.
The vast information generated by transactions and field services are consolidated in multiple information cubes available for their full use with different tools.
Scalability, integration, segurity, and reliable operation systems.
The only face-to-facel financial channel, which grows annually at double-digit rates in Latinamerica.
Customize your network according to your needs, combining the various available parameters for authorizers, terminals, and their operators. All this in an easy and secure way.
Improve the visibility and traceability of the activities, processes, teams and human resources involved in the provision of their services.
In the face of the prospecting and recruitment of new agents, the management of field visit campaigns and the payment of commissions
- MOBILE APPS
Both for Branchless Banking Agents and Field Services Staff, making their job more productive and easier to monitor.
Book your clients, the agreement’s terms and conditions, and the history of every interaction.
Quote your customers, and request quotes to your providers.
- DASHBOARDS AND CUBES
Take advantage of the abundant information we provide in information cubes.
- DATA UPLOAD FORMS
Download our Excel Templates for initial data upload. Field Service Staff can also scan physical forms and multimedia information with our apps.
- FREE TRIAL
Get familiar withGo2Bank for a week, free of charge.
- GEO FENCING
Locate your points of interest on the map, define your geo-fences, and follow up on your cases and resources on the map.
Manage catalogs, storage, movements, and inventories to track the status and location of your assets at all times.
- CLIENT PORTAL
Your clients can submit and follow up on their requests, and access their interactions, quotes, and billing history.
- SERVICE SCHEDULING
Remotely manage your clients’ requests, schedule in-person appointments based on your available resources, and control the outcome of your services.
Register your goods and service providers, the agreed terms, and manage quotations, orders, and their fulfillment.
Manage the access to system information with our reports and panels, filters, and data extraction features.
Each request from your clients generates a case that follows a configurable process with alerts and escalations, ensuring visibility and traceability of the staff and the assets involved in each activity.