RETAIL BANKING CRM AND SALES EXECUTION PLATFORM
The only front-end platform you’ll ever need
Empower all your teams to meet & exceed their goals
FOR DIGITAL SALES
Deliver a top-notch digital experience for your prospects and customers.
Auto-capture every inquiry and action and notify your teams to take relevant action.
FOR CALL CENTRE SALES
Improve efficiency by only routing the right inquiries to each agent.
Empower your call centre staff to do much more than simply making calls.
FOR FIELD OPERATIONS
Improve the productivity of all your feet-on-street teams with the LeadSquared mobile app.
Empower them with on-the-ground tracking, call recording, route planning and more.
FOR CROSS SALES
Increase your customer lifetime value.
Instantly capture cross-sell and up-sell signals, then notify relationship managers to pitch.
FOR CUSTOMER ENGAGEMENT
Automate offers and customer engagement.
Track prospect and customer journeys across channels to send offers relevant to them.
FOR SERVICE OPERATIONS
Optimise service operations like verifications.
Use a unified platform for all teams to allocate tasks intelligently & track completion rates.
Deliver an excellent customer experience, every step of the way
Acquire more customers digitally
Integrate and speed up inquiry generation. customer conversion and onboarding from your digital channels.
Capture all banking product inquiries from every channel. With automated screening at each step, your team will never waste a single moment on low-quality requests.
Improve call centre efficiency
Integrate your call centre with your core teams & processes.
Empower call centre teams to do more than just make calls. Give call centre agents complete context of all client conversations and the ability to directly assign leads and conversations to different teams.
Enhance field team effectiveness
Provide your feet-on-street teams with comprehensive details about their customers and prospects.
They’ll always know the existing products, credit histories and cross-sell opportunities to build better relationships with prospects and clients.
Get cross-sell signals and recommendations
Generate and send custom offers to prospects and customers.
For instance, a loan and savings account customer who has excellent credit 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 help bring attention to your offers.
For instance, if a customer applied for a credit card and has since been unresponsive, you can send them offers and benefits around different credit cards via email, text messages and remarketing campaigns.
Consistently run high-quality service operations
Automate sales activities that eat into your time
Analyse performance of every single product, salesperson and region
“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 efficient than before, and all their work is trackable.”
VP – Product, Qbera
Schedule a demo
Learn more about LeadSquared in a 30-minute online demo
Create your free LeadSquared account
15 day risk-free trial. No credit card required
GET IN TOUCH
1st Floor Belair Shopping Centre
Cnr Malibongwe & Bellairs Drive
Northriding, Randburg, 2158
Office: 010 595 3571
Office: 010 595 3571