Banking, Finance & Insurance
Optimise All On-Site Visits
Whether for preventive checks, claims assessments or post-incident interventions, managing on-site visits is a major logistical challenge. Better organisation means greater responsiveness, improved service quality, and enhanced profitability.
Optimise All On-Site Visits
Significantly improve your insurance professionals‘ field visits – from appointment scheduling and route optimisation to support with expert reports – all while ensuring safety at every step.
The Challenges of Field Reports
In a sector built on trust, intervention reports are the cornerstone of your credibility and reputation. But how can you ensure comprehensive documentation while keeping report turnaround times under control?
There are several key objectives: meeting policyholders’ expectations, complying with regulatory and legal requirements, and minimising reputational risk.
Solutions for fast and reliable Interventions
Our suite of solutions tailored to the Finance, Insurance, and Mutual sectors helps optimise field schedules, semi-automate the creation of digital reports with supporting evidence, and accelerate case processing. You benefit from improved responsiveness, document reliability, and operational efficiency.
Plan. Control. Report
With Nomadia’s solutions, banking and insurance professionals can monitor and improve key performance indicators essential to their business.
monthly audits thanks to optimized planning and reduced unproductive time
time between the end of the audit and the delivery of the final report
completion of your checklists and audit grids thanks to guiding tools
carbon footprint of field activities
Functional needs
Explore our specialised solutions for every aspect of route optimisation.
Intervention management
Real-time appointment booking
Routes optimisation
Lone Worker Protection
What our clients say !
Join a community of professionals who already trust us.
"Nomadia FSM quickly became essential for optimising daily appointment scheduling."
“Optimised schedules for each mobile resource are now accessible in real time to everyone, whether on a desktop or smartphone, and mission details – client contact, equipment serial number, or quote – are immediately sent to devices thanks to real-time schedule optimisation, improving customer satisfaction. More time is dedicated to the client, with precise reports on technicians’ mobile interventions.”
Jean-Paul Canonne, Director of Technology Projects
"We were impressed by the solution and its ability to meet all our requirements."
“Nomadia has also become a real asset in offering new services to our clients. We keep a close eye on Nomadia’s product roadmap to identify developments that will help us improve appointment fill rates and reduce travel distances. We are also considering possible future uses of the tool, such as allowing experts to reschedule certain appointments themselves in real time from the field.”
Frédéric Duffos, CIO
Feeling lost?
Contact one of our experts.