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Collection Agent Upskilling Platform for a NBFC

Digitizing workforce training for microfinance and NBFC field operations with a centralized eLearning Platform.

Download the Case Study

A large Microfinance Company

Our client operates as an authorized Business Correspondent (BC) for several leading Banks and NBFCs across India. The organization supports microfinance lending under SHG/JLG models, offers credit-linked insurance, and facilitates individual and group-based financial services through its nationwide field network. With employees spread across multiple regions and departments, the organization required a structured approach to training, onboarding, and compliance education. SmartinfoLogiks implemented eTuTs – a centralized eLearning Platform designed to standardize training delivery and improve workforce capability across the organization.

Microfinance Rural Lending Field Workforce Agriculture Finance Multi-Branch Operations

Upskill Your Field Agents with eTuTs eLearning Platform

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Challanges

Key Pain Points Identified

Across locations and languages, four deep-rooted challenges were standing between our client's workforce and meaningful, measurable learning.

Lack of Centralized Training Platform

Training programs were managed manually, making onboarding and learning delivery inconsistent.

Large Distributed Workforce

With over 10,000 employees across India, delivering standardized training across locations was difficult.

Multilingual Workforce Requirements

Training content needed to be delivered in multiple regional languages for better adoption.

Limited Visibility into Training Progress

Manual tracking of employee progress, exams, and certifications reduced training efficiency.

Solution

SmartInfoLogiks eTuTs eLearning Platform

A unified, secure, and intelligent platform built for enterprise-scale deployments across every team and geography.

Centralized Fintech Training Platform
  • Single platform for managing training programs, resources & assessments
  • Centralized course management and learning resources
  • Improved training visibility for management teams
Web Portal Admin Dashboard Multi-Role Access
Candidate Screening & Onboarding
  • Candidate skill assessment before operational deployment
  • Automated evaluation and induction sessions
  • Structured workflow and process training
Skill Assessment Auto Evaluation Induction Flow
Employee Learning Progress Tracking
  • Chapter-wise learning insights for managers
  • Real-time tracking of employee training progress
  • Identification of knowledge gaps and training needs
Chapter Insights Live Tracking Gap Analysis
Multilingual Training Support
  • Language-based training modules for regional teams
  • Multilingual onboarding programs
  • Localized technical training content for field employees
Regional Languages Localized Content Field Ready
Gamification & Leaderboards
  • Points and badges system to motivate participation
  • Leaderboard rankings for competitive learning
  • Gamified training scenarios and challenges
Points & Badges Live Rankings Challenges
Multi-Format Learning Content
  • Training videos for operational procedures
  • Compliance and policy documentation
  • Multilingual video-based learning modules
Video Modules Policy Docs Vernacular Learning

Measurable Business Impact of eTuTs- eLearning Platform

95%

Training success rate across workforce

100%

Accurate employee evaluation through automated assessments

75%

Increase in workforce training engagement

60%

Faster employee onboarding and training completion

Impact

A centralized eLearning Platform enabling scalable training delivery, multilingual learning access, and improved workforce capability across nationwide NBFC operations.

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