A Leading Community Bank Transforms Lead Management for Commercial Lending with Newgen
The Tennessee-based community bank used to track and manage leads manually which was resulting in opportunity leakage. The time-consuming manual entry of information into the loan origination system was also a major pain-point.
Streamlined Lead Management with Newgen
The bank partnered with Newgen to implement the sales force automation framework, built on the digital transformation platform. The solution provided a complete view of open leads and the loan officers gained access to real-time alerts and updates across branches.
- Multi-channel lead capture
- Automated lead assignment
- Role-based dashboards
Download the complete case study to learn how the bank accelerated its digital transformation efforts by enabling the end-to-end customer journey, from lead management to account creation.