Workforce Management for Banking & Finance
Securely manage branch employees with IP-restrictions and track field sales agents with live GPS routes and automated conveyance claims.
BFSI Command Center
Live branch & field visibility
840
Total Staff
48
Active Branches
142
Client Visits Today
Recent Punches
Rahul S.
Teller
09:02 AM
Anita V.
Insurance Agt
09:14 AM
Amit K.
Loan Recovery
09:45 AM
Priya M.
Branch Mgr
10:05 AM
Compliance & Claims
12 Claims Pending Review
Distance anomalies detected
Why UbiAttendance
Solve Banking & Field Challenges
Secure branch punch-ins, prevent expense fraud in the field, and maintain strict compliance for audits.
Field Sales Tracking
Insurance agents and loan recovery officers are constantly on the move. Tracking their client visits and locations manually is impossible.
Conveyance Fraud
Field staff often submit inflated distance claims for travel expenses because managers have no GPS proof of their actual routes.
Branch Security & IPs
Bank tellers and branch managers must only mark attendance from inside the branch network, preventing off-site punches.
Audit & Compliance
BFSI companies face strict regulatory audits. Attendance data must be tamper-proof, securely stored, and easily exportable.
Field Operations
Live GPS Tracking for Agents & Loan Officers
Empower your field workforce to mark attendance from anywhere. UbiAttendance captures live GPS locations, timestamps, and client meeting checkpoints so managers can view their real-time route progress.
- Live GPS location and map view
- Client meeting check-in/out
- Selfie verification for field punches
- Works entirely offline in poor network zones
Field Agent Map
LiveClient 1
Client 2
Suresh M.
Distance Travelled
Auto-calculated for claims
32km
Expense Management
Automate Distance & Conveyance Claims
End expense fraud. The app automatically calculates the exact distance traveled by field agents based on their GPS punch locations, generating accurate, dispute-free conveyance reports.
- Automated Odometer / Distance calculation
- Flag manual or inflated claims
- Export verified conveyance to finance
- Location history for supervisor review
Conveyance Claims
Auto-Synced14 Nov • Vivek K.
Distance: 45 km
₹450
Approved
13 Nov • Rahul S.
Distance: 12 km
₹120
Approved
12 Nov • Amit K.
Distance: Manual
₹850
Flagged
Export to Finance System
Branch Security
Secure IP & Geo-fenced Branch Attendance
Ensure branch employees only log in when they are actually at their desk. UbiAttendance restricts punches to authorized Bank WiFi IPs or specific branch geo-fences.
- IP & Network-based punch restrictions
- Geo-fencing for hundreds of branches
- Face recognition kiosks for large branches
- Instant alerts for unauthorized punch attempts
Branch Verification
IP & Geo-fencedRahul S.
Branch: Nariman Pt.
Anita V.
Branch: Nariman Pt.
Amit K.
Outside Geo-fence
Compliance Check
Passed
Versatile Tracking
Built for Finance Operations
From restricted IP punches at the branch to GPS routes on the field.
GPS Punch
IP Restriction
Branch Geo-fence
Face Kiosks
Client Visits
Travel Claims
Overtime Logs
Secure Approvals
Who Uses It
One App for All BFSI Teams
Banks & NBFCs
Insurance Agencies
Microfinance Institutions
Loan Recovery Teams
Field Sales Agents
Wealth Management
How It Works
From Punch to Verified Claim
Setup Branches
Create geo-fences and IP rules for offices, and define field agent teams.
Secure Punch
Branch staff punch via secure IP; Field agents use GPS mobile app.
Track Routes
Managers track field agent client visits and auto-calculated travel distances.
Process Payroll
Export accurate attendance and verified expense claims to finance.
Case Study
Real Results from BFSI
How a Leading NBFC Eliminated Conveyance Fraud & Secured Branch Attendance Across 48 Locations
Problem
- Field agents submitting inflated travel expense claims with no GPS proof
- Branch staff punching from home using mobile apps
- No audit trail for attendance data during RBI inspections
- Manual payroll for 840 employees took 7+ days
Solution
- IP + geo-fence restricted punch for all 48 branches
- GPS-verified distance auto-calculated for field agent claims
- Tamper-proof audit logs for compliance inspections
- One-click payroll export reduced processing to 1 day
Impact at a Glance
48
Branches Secured with IP Restriction
₹0
Fraudulent Claims After Go-Live
1 Day
Payroll Processing (was 7 days)
840+
Employees Tracked Daily
Ready to Secure Your Workforce Tracking?
Join top banks and financial institutions using UbiAttendance to track field agents, secure branch punches, and automate conveyance claims.
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