Retail Banking CRM. Transform the way you sell
Digitize you complete customer acquisition, onboarding, sales, collections and upsell/cross-sell operations
How LeadSquared digitizes your complete retail banking operations
Right from customer acquisition, onboarding, engagement, upsell/cross-sell and guided sales actions
All Products
- Retail Assets
- Retail Liabilities
- Insurance
All Processes
- Customer Acquisition
- Cross-sell/Upsell Engine
- Prospect Engagement
Connected Systems
- Compliant and secure
- Connected teams and processes
- Integration with core banking CRM
Connect all your teams completely
Digital Sales
Increase digital acquisition rates with a top-notch experience for your prospects.
Call Center Sales
Improve the efficiency & conversions of your call centers with intelligent lead routing
Field Sales
Empower your field sales teams with a mobile app built for banking sales.
KYC Verification
Onboard customers faster with eKYC and video KYC add-ons for LeadSquared.
Operations Teams
Allow your operations teams to define and modify sales workflows on the go.
Collections
Identify the right collection strategies, and enable faster collections.
Organize all your sales processes for retail banking operations
Acquire, onboard, engage and retain
Acquire more customers digitally
Ensure a smooth application experience for your banking prospects. Captures inquiries and applications with LeadSquared’s self-serve, mobile-friendly application interface (forms and portals) or integrate your own. Applications can be resumed anytime, thereby enhancing prospect experience, and saving your agents’ time.
Convert more banking customers with automated communication
Run highly relevant campaigns to engage your prospects until they become customers and beyond. For instance, if a customer applied for a credit card, and has been unresponsive since you can send him offers and benefits around different credit cards via email, text messages, and remarketing campaigns. You can send transactional messages via WhatsApp as well.
Run highly efficient sales operations
Provide all your sales teams – digital, call center, or field sales teams (relationship managers, verifications, collections, etc.) comprehensive details about their customers and prospects. They’ll always know the existing products, credit history, and cross-sell opportunities, to build better relationships and sell more.
Identify cross-sell/upsell signals
Increase Customer Lifetime Value and retention rates by identifying and acting upon cross-sell opportunities. For example, a home loan customer with an excellent credit repayment history who visits the car loan page on your website can be offered a pre-approved vehicle loan.
Give your teams a mobile CRM built for banking sales
Provide all your feet-on-street teams (relationship managers, verifications, collections etc.) comprehensive details about their customers and prospects. They’ll always know the existing products, credit history and cross-sell opportunities, to make build better relationships and sales.
Digitize debt recovery with collections CRM
Empower your teams to track and follow-up with defaulters efficiently, predict debt recovery, and enable faster collections. Complete borrower management, categorization, case prioritization, recovery prediction, and detailed borrower, team & collections analysis.
Track every product, salesperson, region and more
Customer profiles, agent performance, funnels and everything else
30% faster loan disbursals than before
LeadSquared helps us manage our lending partnerships with banks & NBFCs, and our internal processes across the lending lifecycle (sales, credit, verification & operations) to disburse loans 30% faster than before. Our DSAs are 55% more efficient than before, and all their work is trackable.
Build highly efficient banking sales operations
The only banking CRM you need for sales and prospect engagement
