Give relationship managers one mobile workspace for leads, branch visits, account opening and cross-sell - with real-time visibility for regional heads.
2,140
Leads in branch queue
Across 180 branches
612
Accounts opened
Digital KYC
1,430
RM visits logged
Geo-tagged today
38%
Faster TAT
Sourcing to activation
3.4x
Cross-sell ratio
Products per customer
97%
Data completeness
Mandatory field checks
Branch, digital and partner-sourced leads run on the same case file, so RMs, ops and audit see the same status at the same time.
Branch walk-ins, campaigns, partners and digital leads land on a de-duplicated queue.
Segment by product, income band and relationship value with a full 360 customer view.
Digital KYC, OCR pulls and document checklists completed at the customer's doorstep.
Ops handoffs, deviations and approvals tracked with maker-checker controls.
Renewal, top-up and next-best-product nudges pushed to the RM's day plan.
Process management, personalised journeys and unified teamwork - built for RMs who spend more time in the field than at a desk.
From document collection to account creation, run every step on a predefined process you can plan, track and change without a release cycle.
Trigger the right action at the right stage so the buying experience feels consistent across the branch, the phone and the doorstep.
Automate task allocation, visit planning and daily activity capture, and keep RMs, supervisors and ops in one thread.
Retail, business banking and wealth teams configure their own products, stages and rules on the same platform.
Talk to usSavings, current and deposit acquisition with doorstep documentation.
SME relationship coverage with multi-product opportunity tracking.
High-volume sourcing with instant eligibility and activation nudges.
Walk-in capture, queue allocation and branch productivity dashboards.
Portfolio reviews, meeting notes and relationship value tracking.
DSA and referral sourcing with payout-ready performance reporting.
Customer data stays governed across branches, partners and field teams, with evidence attached to every action.
See our security postureIndependently audited controls over every customer record.
Consent, retention and export policies configured per business unit.
Role, branch, product and territory level visibility down to the rep.
Geo-tagged, time-stamped trails for audits and internal reviews.
A banking CRM manages customer acquisition, KYC and documentation, account opening, servicing and cross-sell in one system. Toolyt runs it mobile-first so relationship managers capture leads, complete documentation and log branch or doorstep visits from the field, while regional heads track TAT and conversion live.
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our teamSales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.
