Get the latest tips and trends on sales and marketing in the financial services sector – including expert interviews, sales strategies and and learnings from leaders in the industry
The modern agent at financial institutions isn’t just answering calls, they’re juggling CRM systems, WhatsApp chats, emails, and fast-changing customer expectations....
Customer experience is everything today. Irrespective of how diverse products and solutions are, customer experience is a key differentiating factor...
Learn from top fintech leaders about how you can optimise costs and scale your sales process efficiently.
Many businesses in the financial sector, are still where they were last year – struggling to automate their sales & marketing processes....
Dubbed the best local brokerage in India for 2021, Motilal Oswal is a fast-scaling securities brand that is changing the...
Digitization has radically shaped the Indian financial markets, including stockbroking. While traditional or full-service brokers have always enjoyed a dominant...
COVID-19 has been the dominating topic of the year, and it will be a crucial reason for either shaping or...
As customers across are relying increasingly on online and mobile banking, the race is on for financial services organizations to...
LIC Housing Finance Ltd. offers long-term home loans for purchasing, constructing, or renovating residential properties.
Equentis Wealth Advisory Services increases sales conversions and enables seamless internal collaboration with LeadSquared!
Learn how a leading online payment app optimized their merchant onboarding operations, improved agent productivity and built a unified inventory management experience.
Headquartered in Pune, Poonawalla Fincorp (previously Magma Fincorp) is the financial arm of the $8 Billion Cyrus Poonawalla Group. With LeadSquared, they were able to achieve 50% more loan sales. Read their full story here.
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