Financial Institutions

Services such as insurance claims adjustment, ATMs, payment terminal maintenance or customer service related to financial products can be optimized using advanced scheduling, real-time tracking and enterprise mobility. Comarch FSM, integrated with well-established systems in financial institutions, builds an environment that increases customer experience and lowers the total cost of the process. 


Comarch BSS OSS Products - Telecom Field Service Management

Mobile Claims Adjustment

Comarch Mobile Claims Adjuster is a solution based on Comarch FSM for non-life insurance companies that have their own network of adjusters engaged in claims inspections in the field. The system allows managing mobile adjusters, i.e. assign claims to adjusters in accordance with their qualifications and availability, select optimal routes to destinations, and generate reports based on performance indicators. The solution also includes a mobile application for claims adjusters, which aims to facilitate and accelerate their work. The application available on smartphones or tablets shows the way to the appointed meeting place and displays all necessary information about the claim. It also allows to register all required information during the claim inspection, forwarding it immediately to the central claims system.


corporate banking

Debt Collection

Financial institutions such as debt collection or other services, which require well-planned execution of their agents’ visits, may benefit from advanced scheduling with real-time calendar updates according to the progress of the field staff. Such activities rely on large databases of locations that must be visited without precise knowledge of how long each visit might take. Real-time scheduling allows on the fly adjustments and plan changes. Support of the debt collection process in the field covers:


Support of debt collection process in the field covers:

 Bulk scheduling of a large data base of field visits

 Optimal assignment of customer advisors visits

 Mobile app for advisors, for settlement agreement processing 

 Payment and cash transport tracking

 Comprehensive reporting of the visits

 Real time calendar adjustments (customer not present, visit duration changes and traffic issues)

Cash transportation

Cash collection or cash transport between bank branches and ATMs requires optimal routes, engagement of key personnel at the right time, and visiting different locations in a strictly defined sequence. Comarch FSM enables ad-hoc or planned scheduling of cash transport, taking into consideration all aspects of the process and including advanced convoy tracking. The system features support activities such as:

 Cash transport (cash points, ATMs), according to relevant procedures

 Optimal route planning

 Online confirmation of task status

  Registration of escalations and delays

 Online tracking of the convoy location and transport status

aegon case study

Equipment Service 

Comarch FSM with asset management supports the installation, periodic maintenance and service calls management of equipment such as cash dispensing devices and payment terminals. The system automatically assigns resources appropriate according to priority, and supports the execution of tasks. All history of the visits with full a record of servicing performed is stored in the system. For periodic maintenance, the system creates tasks automatically and optimizes their scheduling. The system supports:

 Technical maintenance of cash machines and payment terminals

 Service call registration

 Field service scheduling

 Optimization of field staff utilization

 Tasks on mobile devices

 On-line confirmations/completion reports

 Advanced field service analysis 

 KPI and SLA tracking

"The inspection and claim adjustment in the field is an operationally critical element for us, and also generating high costs. After thorough changes in claim adjustment processes, it is time to use professional tools that allow optimal planning of inspections and support for adjusters in the field.We selected Comarch because the tool we were offered was functional. Comarch is a partner that shares its experience and knowledge, and focuses on the business goal we want to achieve."

Rafał Stankiewicz, Vice President at Warta S.A. Insurance and Reinsurance Company about Comarch Mobile Claims Adjuster

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