Financial Services Agent Visit

Build a network of quality agents by defining checklist for training and compliance monitoring.


What is this workflow ?

This workflow helps you capture the visit that is done to an agent that provides mobile money services (mobile operators) or agency banking services (banks).

It enables you to capture information about:

  • Agent activity level (number of transactions, float and cash available)

  • Compliance with regulatory requirements (presence of mandatory branding and customer information)

  • Training done to the agent (awareness about features, promotions, etc)

  • Competition Presence

  • Agent Satisfaction

Who is this workflow for?

  • Trade Development Representatives

  • Field Supervisor in charge of visiting the agent network

What KPIs will you get ?

Field Force Monitoring

  • User On Boarding (Log in, active on the app)

  • Field Activity (activity levels per day per user)

  • Time worked (start, end time, visit and transport time, visits per hour)

  • GPS tracking (movements during the day, timeline with agents visited)

  • New agents created (per user, per day, per type, etc)

  • Visits (number of visits, time spent, % of agent portfolio visited)

Workflow specific

  • Agent database analysis (status, new, activity level, etc)

  • Branding analysis (agents with branding, branding type etc)

  • Float analysis (agents above / below float thresholds, average float level, frequency of purchase, etc)

  • Training (number of training, type, agents trained, etc)

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.


I am glad that Vodacom and M-Pesa in particular decided to work with Optimetriks. The FieldPro platform allows us to plan and deploy our resources where there are needed the most and to react faster to challenges faced by our M-Pesa Agents in the market using real time information gathered by teams on the ground . The result have been fantastic."

Thabani Gonesi

M-Pesa Distribution Director



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