Empower all your teams to meet & exceed their goals - more new sales, higher cross-sell ratios, increased customer engagement & highly productive call center & field workforceTAKE A PERSONALIZED DEMO TO LEARN HOW
Multiple processes, products and teams - A single platform to manage them all
Deliver a top-notch digital experience for your prospects and customers. Auto-capture every single inquiry & activity. Notify your teams to take relevant actions.
Up the efficiency of your contact centers by routing JUST the right inquiries to them. Nothing less, nothing more. Empower them to do much more than just making calls.
Up the productivity of all your feet-on-street teams (sales, collections, verification and others) with LeadSquared mobile app & on-the-ground tracking.
Increase the Customer Lifetime Value by instantly catching the cross-sell & upsell signals & notifying your relationship managers to act on them.
Optimize collections by aligning it with all the core processes & teams. Automate follow-ups & route only the uncontacted collection leads to the call centers.
Unify the complete branch operations. Help your teams prioritize whom to call first. Get in-depth reports on the branch’s sales efforts and effectiveness.
The only front-end platform you'll ever need for your entire workforce
Integrate & speed up inquiry generation and customer conversion + onboarding from your digital channels.
Capture all banking product inquiries from every single medium – digital, phone, email, social and others. With automated screening at each step, your team will never waste a single moment on low-quality requests.
Integrate your call center with your core teams & processes. Increase the efficiency of the team: For instance, send only those leads to the call center who don’t submit an application online.
Empower the call center team to do much more than just make calls. They’ll have the complete context to the conversations, and ability to directly assign leads and conversations to different teams.
Provide your Relationship Managers comprehensive insights into customer details & their portfolio. Help them recommend retail products suiting the customer profile automatically.
Cross-sell opportunities can be identified and recommended both on the web (for in-branch teams) and mobile (for field teams) interface.
Let LeadSquared automatically plan your agents’ day – meetings, routes & goals
Don’t let your teams slack
Generate and send custom offers for your prospects and customers. For instance, someone who spends at the movies often can be offered an Entertainment Credit Card. Send offers automatically via emails or text messages, or send the leads to your call center
Automate lead qualification and offer generation with LeadSquared. Generate offers by fetching transactional information automatically from the Core Banking System and conversational information from LeadSquared.
Use signals from different data points and platforms to identify the spending patterns of prospects and customers and identify high-spending customers.
These customers with high customer lifetime value can be assigned for personal attention to relationship managers.