RETAIL BANKING CRM AND SALES EXECUTION PLATFORM

Digital Transformation Partner for Retail Banking Teams

Deliver excellent customer experience every step of the way

The only front-end platform you'll ever need for your entire workforce

Acquire more customers digitally

Integrate & speed up inquiry generation and customer conversion + onboarding from your digital channels.

Capture all banking product inquiries from every single medium – digital,  phone, email, social and others. With automated screening at each step, your team will never waste a  single moment on low-quality requests.

Increase call center teams' efficiency

Integrate your call center with your core teams & processes. Increase the efficiency of the team: For instance, send only those leads to the call center who don’t submit an application online.

Empower the call center team to do much more than just make calls. They’ll have the complete context to the conversations, and ability to directly assign leads and conversations to different teams.

Increase field teams' effectiveness

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.

Retail Banking CRM

Increase Cross Sales in banking

Get cross-sell signals and recommendations

Generate and send custom offers for your prospects and customers. For instance, a loan and savings account customer who has excellent CIBIL score & credit repayment history, and who spends on movies often can be offered an Entertainment Credit Card.

Run cross-channel engagement campaigns

Run highly relevant campaigns to bring your prospects and customers back to your website and avail your offers. 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.

Cross Channel Engagement

Run high-quality service operations consistently

Keep your prospects and customers delighted

Automate sales activities that eat into your time

Never waste time on redundant tasks again

Analyze performance of every single product, salesperson, region and more

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 & operations) to disburse loans 30% faster than before. Our DSAs are 55% more ecient than before, and all their work is trackable.

LeadSquared Anuj Sachdev

Anuj Sachdev

VP - Product, Qbera

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