The Anandrathi group came into existence close on the heels of economic liberalisation.

An unwavering focus on ethics, entrepreneurial zeal and innovation has helped Anand Rathi thrive over the years. Their umbrella of services includes stock broking, wealth management, investment banking, commodities broking, construction finance and capital market lending, amongst others. With a dedicated client base of over 5 Lac Registered Customers, continued trust and support of our customers has been the most valuable legacy of the Anand Rathi Group.

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Empowering Anand Rathi with Fieldproxy

Anand Rathi, a prominent financial services company operating across India, was facing a multitude of challenges in managing their field operations effectively. Their field agents, including DSAs (Channel Partners), were struggling to optimize client visits, efficiently onboard new clients, and ensure timely loan disbursals. The lack of streamlined processes and real-time visibility into field activities hindered their ability to meet targets and build a strong client pipeline.

To address these challenges, Anand Rathi decided to implement Fieldproxy, a comprehensive field service management software. This use case elaborates on how Fieldproxy's features empowered Anand Rathi to overcome these challenges and achieve operational excellence.

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DSA Visits Optimization

Fieldproxy's Dispatch Board and Jobs Management features emerged as the ultimate solution. These features allowed for the organized scheduling and assignment of tasks for DSAs, optimizing their routes and ensuring that client visits were conducted in a timely and efficient manner. By streamlining the entire process, Anand Rathi was able to enhance the productivity of their field agents and create a more engaging client experience.

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New Client Onboarding

Fieldproxy's Organizations and Customer Portal features came to the rescue by centralizing client-related data. This centralized repository facilitated the organized storage of client information, streamlined the onboarding process, and ensured that client interactions were seamless and efficient. Anand Rathi's ability to provide clients with a smooth onboarding experience significantly improved, enhancing their overall reputation in the industry.

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Recurring Visits for Loan Disbursal

Fieldproxy's Dispatch Board and Jobs Management features played a pivotal role in addressing this challenge. They allowed for task reassignment based on proximity and other relevant factors, ensuring that recurring visits for loan disbursals were executed with precision and timeliness. By optimizing these processes, Anand Rathi not only improved client satisfaction but also increased the efficiency of their loan disbursal operations by 57%

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Performance Monitoring of PAN India Team

Fieldproxy's analytics views provided Anand Rathi with a comprehensive overview of their field agents' performance. This analytical capability empowered Anand Rathi to identify top-performing agents and areas that needed improvement. With actionable insights from real-time data, they could make informed decisions, implement targeted training, and recognize and reward high-performing agents, thus enhancing the overall efficiency of their field teams.

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Real-time Visibility into Field Activities

Fieldproxy's real-time tracking and reporting capabilities offered transparency into daily field activities. This visibility allowed Anand Rathi to monitor progress, promptly address bottlenecks, and ensure that daily targets were consistently met. The ability to make informed decisions based on real-time data significantly enhanced their operational efficiency and client engagement.

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Productivity Enhancement

Fieldproxy's offline mobile app was a game-changer in this regard. It allowed DSAs to complete their daily visit activities seamlessly, even in areas with limited network connectivity. This streamlined processes and led to a remarkable 67% increase in daily productivity. By eliminating connectivity-related hurdles, Anand Rathi empowered their field agents to focus on what mattered most – engaging with clients and driving business growth. This productivity boost not only enhanced their operational efficiency but also contributed to their overall success in the financial services industry.

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By implementing Fieldproxy's comprehensive field service management software, Anand Rathi successfully overcame the challenges they faced in their field operations. The software provided efficient solutions for DSA visits optimization, client onboarding, and recurring visits for loan disbursals. It also enabled performance monitoring of their pan India team, real-time visibility into field activities, and significant productivity enhancement. Anand Rathi's continued success in the financial services industry is a testament to the transformative impact of Fieldproxy in managing and optimizing their field operations.

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