Case Study: A Leading Community Bank Transforms Lead Management for Commercial Lending with Newgen

Case Study

A Leading Community Bank Transforms Lead Management for Commercial Lending with Newgen


Background

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.

Key Highlights:

  • 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.  

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