NBFC Sales Oversight: Improving Field Tracking with Geo-Verified Agent Logs The Problem with Unverified Field Sales in NBFCs NBFC sales oversight is critical for ensuring field sales teams deliver results without compliance risks. Field... Safna Ali August 8, 2025 · 3 min read
How NBFCs Can Leverage Account Aggregator Data for Smarter Loan Approvals Why Manual Financial Data Checks No Longer Work for NBFCs NBFCs traditionally rely on self-declared income documents, bank statements,... Safna Ali August 6, 2025 · 4 min read
How NBFCs Can Eliminate Manual Errors in Loan Onboarding with Verified Document Data The Problem with Manual Loan Onboarding for NBFCs Loan onboarding is a critical step in the customer acquisition journey... Safna Ali July 9, 2025 · 5 min read
7 Must-Have Features to Look for When Choosing a Field Sales CRM for Your Team In the ever-evolving sales landscape, field reps are expected to close deals, manage follow-ups,... Safna Ali July 1, 2025 · 5 min read
Automated Agreement Validation: A Game Changer for Lending Teams In today’s competitive lending space, success isn’t just about offering attractive loan products —... Safna Ali June 27, 2025 · 4 min read
Sales Dashboard Without Code: Configure 70% of Your Dashboard independently with Toolyt In sales, speed is everything. When teams can see what’s happening—who’s converting, what’s delayed,... Safna Ali June 19, 2025 · 4 min read
How NBFCs are Slashing Turnaround Time with Customer Onboarding Automation In today’s fast-paced lending environment, customers demand quick approvals, real-time decisions, and a seamless... Safna Ali June 17, 2025 · 4 min read
Revolutionize Lending Operations with Real-Time Field Activity Tracking and Automated Sales CRM In lending, time and accuracy are everything. Whether it’s loan origination, document collection, or... Safna Ali June 10, 2025 · 5 min read
Boosting Insurance Sales with Sales KPI Tracking and Digital KYC Insurance Tools In today’s fast-paced insurance landscape, staying competitive requires more than traditional methods and outdated... Safna Ali June 5, 2025 · 4 min read
Top 10 Must-Have Features of e-CRM System Explore the top 10 must-have features of an e CRM system, essential for any... Abhishek June 11, 2024 · 5 min read