Agent-Driven Collections
Cash reigns supreme in many markets, so make deposits easy with accessible, agent-driven collections.
Principles at a glance
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01
Provide shortcuts to increase agent efficiency
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02
Provide the full picture at a glance
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03
Use transparency to jumpstart trust & relationships
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Principles in action
Provide shortcuts to increase agent efficiency
Principle 01
Agents typically have long days covering multiple customers to meet quotas. Build in quick work-paths and shortcuts so they can focus on building strong customer relationships, not data entry, while collecting savings deposits.
Principle 02
Provide the full picture at a glance
Last mile users often don’t have access to their account information at hand, and lean on agents to answer their inquiries and give them their financial picture when they collect deposits. Giving agents access to key information like balance or upcoming due dates can help them serve their customers better.
Use transparency to jumpstart trust & relationships
Principle 03
At the beginning of a customer-agent relationship, trust is low and customers are worried that something might go wrong. Using real time transparency on both the customer and agent device can help build trust in these moments and facilitate a stronger relationship for both parties.
Explore other moments in Savings
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Setting Up A Plan
Let users build a savings plan tailored to their needs and preferences
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Ongoing Savings And Tracking
Help users feel motivated to meet their savings targets and work towards a brighter future
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Withdrawals
Balance friction and flexibility when it comes to premature access to funds
