Digitally-assisted lending journey

Key Discussion Points:

  • Build a phygital sales process, & regiment your sales teams & processes
  • Execute processes seamlessly across the website, apps, call centers, offline teams 
  • Reduce TATs & weed out low-quality leads through deep integrations with agencies such as CIBIL, CRIF, etc.
  • Track & automate communication with prospects, customers & within teams
  • Empower your team to upsell & cross-sell with automated recommendations


Shrey Sheth
Principal Consultant, LeadSquared

Shrey has over 13 years of experience in formulating business transformation strategies, service delivery, and implementing a complete project life-cycle across banking domains. He has lead various process innovations and improvements to help realize business efficiencies and highlight customer value propositions. He has worked proactively in high-pressure environments with strict deadlines and multiple deliverables across cross-functional domains.

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