Accelerate sales, stay compliant, and deliver exceptional customer
experiences – with AI-driven efficiency and control.
Powering India’s Most Trusted Financial Institutions
Lead with confidence through a system that unites
your people, processes, and products.
Manual work is slowing you down
Kill the Clutter
Automate approvals, verifications, and reporting; remove manual processes for faster, error-free operations across every financial workflow.
Too many tools, not enough teamwork
Unite to Win
Unify sales, service, and all your critical tools in one view — giving teams complete customer context and the clarity to work as one.
Regulations change — your readiness shouldn’t
Compliance, Conquered
Meet the toughest standards with a platform that’s SOC 2 Type II, ISO 27001 certified, VAPT-tested, and DPDP-ready.
Decisions are only as good as your visibility
See, Decide, Win
Gain real-time insights to track performance, predict outcomes, and empower smarter, faster decision-making.
Performance can’t pause when you’re offline
Win Without Walls
Give field teams live visibility, optimized routes, and comprehensive day plans — even offline or in remote locations. Equip them with AI-powered suggestions to engage the best nearby leads.
Customers won’t wait for the right desk
Instant Answers
Automate ticket capture, routing, and escalation across email, chat, calls, WhatsApp, and social — with SLA tracking, breach alerts, and AI suggestions to speed up resolution and improve customer satisfaction.
A platform unused is a platform wasted
Adopt and Excel
Roll out quickly with an intuitive, contextual interface, phased implementation, and hands-on in-house support — enabling teams to adopt the platform fast and stay productive.
“We believe this new venture between LeadSquared and LIC HF can help us move closer to our goal of making housing loans easily accessible to Indian citizens.”
“Leadsquared has grown to be a strong partner and is at the center of all our large sales and marketing initiatives with close integration with our core applications.”
“LeadSquared acts as the backbone of our company. It helps us stay on top of our customers’ and prospects’ requirements. We have an extra edge now to upsell and cross-sell.”
“We could bring together all our processes and teams into a single enterprise-wide solution. Now, our agents are more efficient, journeys more seamless, and borrower experience more premium.”
“LeadSquared is the brain behind all our sales and customer engagement processes. From a back-end perspective, it unifies all our other tools and technology solutions.”
“We believe this new venture between LeadSquared and LIC HF can help us move closer to our goal of making housing loans easily accessible to Indian citizens.”
“Leadsquared has grown to be a strong partner and is at the center of all our large sales and marketing initiatives with close integration with our core applications”
“LeadSquared acts as the backbone of our company. It helps us stay on top of our customers’ and prospects’ requirements. We have an extra edge now to upsell and cross-sell.”
“We could bring together all our processes and teams into a single enterprise-wide solution. Now, our agents are more efficient, journeys more seamless, and borrower experience more premium.”
“LeadSquared is the brain behind all our sales and customer engagement processes. From a back-end perspective, it unifies all our other tools and technology solutions.”
What makes LeadSquared a good fit for financial services businesses?
LeadSquared is built to handle the complex, regulated workflows of lending, banking, insurance, fintech, and securities. From customer acquisition to onboarding, engagement, and collections, our platform enables automation, compliance tracking, and deep visibility into every step of the journey.
Can LeadSquared help reduce loan processing turnaround times?
Yes. LeadSquared streamlines the entire loan lifecycle—from digital origination and automated underwriting to real-time approvals and collections—helping reduce turnaround time significantly.
How does LeadSquared integrate with core banking, LOS/LMS, or trading systems?
LeadSquared offers seamless integrations with CBS, LOS/LMS, back-office systems, trading platforms, and third-party tools. Our open APIs ensure smooth data flow across platforms.
Can LeadSquared improve agent or advisor productivity?
Yes. LeadSquared tracks daily productivity, automates lead distribution, enables mobile CRM for field agents, and offers dashboards for real-time performance monitoring across sales teams and advisors.
Is LeadSquared compliant with financial industry regulations?
Absolutely. LeadSquared supports audit trails, data governance, consent capture, KYC workflows, and other key compliance needs. It’s designed to help financial institutions maintain regulatory readiness across functions.
Does LeadSquared support multi-channel engagement?
Definitely. Whether you’re managing millions of leads or thousands of agents across locations, LeadSquared’s scalable infrastructure supports high-volume operations with ease.
What kind of analytics and reporting does LeadSquared offer?
You get real-time dashboards, campaign attribution, revenue insights, funnel visibility, product-level performance tracking, and more—customized to your role and business goals.
Is LeadSquared scalable for large teams or multi-location operations?
Definitely. Whether you’re managing thousands of leads or hundreds of agents across locations, LeadSquared’s scalable infrastructure supports high-volume operations with ease.
How does LeadSquared support digital onboarding?
LeadSquared enables digital onboarding with dynamic forms, document collection, video KYC workflows, and personalized journeys—reducing drop-offs and improving time to conversion.
How long does it take to implement LeadSquared for a BFSI organization?
Implementation timelines vary by complexity, but most BFSI organizations go live within 2 to 4 months. Our implementation team ensures a fast, seamless setup – covering integrations, configurations, and user training.
Outdated and siloed systems are costing you efficiency and customer experience.
Let’s change that.
