BFSI Industry

Workforce Management for Banking & Finance

Securely manage branch employees and track field sales agents with live GPS routes and automated conveyance claims.

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BFSI Command Center

Live branch & field visibility

Live

840

Total Staff

In Branch520

Field Agents280

On Leave40

Active Branches

142

Client Visits Today

Recent Punches

Rahul S.

Teller

Secure Punch

09:02 AM

Anita V.

Insurance Agt

GPS Punch

09:14 AM

Amit K.

Loan Recovery

Client Visit

09:45 AM

Priya M.

Branch Mgr

Late

10:05 AM

Compliance & Claims

Geo-fence AdherenceSecure

Conveyance Claimed₹14,200

Audit ReadinessPassed

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

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

Explore Employee Tracking

Field Agent Map

Live

Client 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

Explore Expense Management

Conveyance Claims

Auto-Synced

14 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 & Geo-fenced Branch Attendance

Ensure branch employees can only punch attendance when they are physically present at the authorized branch location. ubiAttendance uses secure geo-fencing to verify their location.