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Think Beyond Old-school Banking CRMs

Finally, a sales execution platform that enhances your teams' productivity, not eats into it

Retail Banking

For Retail Banking

Earn customer loyalty every step of the way. Create personalized engagement journeys & provide a consistent experience at each touch point, across channels and on every device – online, phone calls, or in-person meetings.

For Corporate Banking

Build stronger customer relationships, consistently. Empower your RMs with actionable customer intelligence on every device – mobile or web. Every activity – digital or in-person is trackable and can be used to trigger deeper engagement.

Enabling digital transformation for 750+ customers worldwide

LeadSquared Insurance customers

Popular resources

Checkout these latest resources

LeadSquared

Banking CRM for Digital Transformation

Today, with many money handling and payment technologies, the way people bank has undergone a revolutionary change. With customer centricity being the key, a banking CRM has become the modern banker’s cohort.

CRM for Finance Cover

Revolutionizing Your Business with Financial CRM

I can’t remember the last time I paid cash. Technology has changed the way I live. It has also changed the way I interact with brands. Instead of taking my concerns to a customer support agent, I resort to Social media to have a hearty vent.

LeadSquared

Activate Dead Leads in Your Database

A constant gripe we hear from all Digital Marketers in the Insurance landscape is –“More than 30% of our inbound leads across all sources are not reachable” (“NC” as they would like to term them; Not Contactable)

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