CASE STUDY

Mobile Application for Field Sales
and Customer Management

Custom Software Development
BFSI

Project Highlights

Scope

  • Developed a mobile application for the bank’s field sales and customer management teams.
  • Enabled employees to track and manage customer information efficiently.
  • Included features to view existing and potential customers on a map, access customer information, and review banking history.

Challenges Overcome

Addressed the need for a user-friendly mobile solution to streamline customer management.

Integrated mapping functionality to support location-based customer tracking.

Designed an application that improved meeting planning and operational efficiency for field teams.

Business Impact

The project delivered significant improvements to the client’s operations.

Customer Management Efficiency

Meeting Planning Productivity

Data Accessibility

Field Team Collaboration

These advancements enabled the client to enhance customer management processes, improve operational efficiency, and support field sales teams effectively.

The Client

A leading development and investment bank, recognised for its commitment to sustainable development and innovation in financial solutions.

  • Specialises in providing tailored financial services to support sustainable projects and investments.
  • Focuses on leveraging technology to optimise client interactions and enhance operational efficiency.
  • Dedicated to empowering field teams with advanced tools to manage client relationships effectively and support development goals.
BFSI-Client

The Problem

The client needed a solution to:

  • Develop a mobile application for field sales and customer management teams to track and manage customer information.
  • Provide location-based functionality to view existing and potential customers on a map.
  • Improve meeting planning and enable access to customer information and banking history on the go.

The Solution

BGTS developed a mobile application tailored to the client’s requirements.

Mobile Application Development

Built a user-friendly app to track and manage customer information efficiently.

Mapping Functionality

Integrated map-based features to view existing and potential customers in specific areas.

Enhanced Data Access

Enabled employees to access customer information and banking history in real time, improving decision-making.

Meeting Planning

Provided tools to help field teams plan and organise meetings more effectively.

Team & Technology

Tech Stack Utilised

Platform

  • iOS
  • Android

Frontend

  • React Native

Backend

  • Node.js
  • Microsoft SQL Server

Mapping Integration

  • Google Maps API

Team Composition

3 mobile developers

1 backend developer

1 project manager

The Outcome

The mobile application transformed the bank’s field sales and customer management processes.

Improved Customer Tracking

Delivered a map-based interface for tracking existing and potential customers.

Efficient Meeting Planning

Streamlined scheduling and organisation of field team meetings.

Enhanced Data Access

Provided real-time access to customer and banking information, improving productivity.

Scalable Solution

Designed to support future enhancements and additional features as needed.

This solution empowered the client to optimise customer management workflows, enhance field team productivity, and improve operational efficiency.