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Signzy · Mobile Field Operations

RM Assisted — Field Banking Onboarding App

Empowering door-to-door banking Relationship Managers with real-time AI document scanning, geo-fencing, and instant KYC validation.

Field Operations AI Document Scan Geo-Verification Zero-Paperwork
Bank Relationship Managers (RMs) previously faced massive application rejection rates due to blurry document photos, missing signatures, and manual typos collected in the field. We designed an intelligent mobile assistant that validates Aadhaar, PAN, and address proofs locally before submission.
Role UI/UX & Product Designer
Timeline 2 Months (Oct - Nov '19)
Platform Native Android App (Field Devices)
Impact 80% Reduction in Field Re-Visits
-80% Field Re-Visits
3x Daily RM Onboardings
100% Digital Paperless Submissions
01

Instant On-Device Feedback

RMs often travel miles to meet corporate executives or retail applicants. Our app provides instant bounding box edge-detection, glare warnings, and OCR character extraction right on the camera viewfinder.

Smart Camera Viewfinder

Real-time guidance prompts ("Move closer", "Too blurry", "Glare on text") to ensure first-time capture acceptance.

Automated Form Filling

Extracted names, DOBs, and identification numbers pre-populate the application without manual typing.

02

Mobile App Interface Gallery

Signzy RM Home & Queue
Figure 1.0: Assigned customer visit queue with appointment times and route planning.
Signzy Document Capture
Figure 2.0: Instant OCR document scanner with field extraction confirmation.
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