Case Study

A Leading Public Sector Bank Transforms its Leads Management System with Newgen

About the Client

The client is one of the leading public sector banks in India. It offers a wide range of banking products and financial services to corporate and retail customers through various modes of delivery channels.

Challenges Faced

Due to the absence of a unified lead management system, the client’s sales and operations departments were adversely impacted. Users faced difficulties in managing the loan lifecycle, as updating the applications’ information was manual and time-consuming.

Outcome of the Implementation

Download the complete case study to learn how the client increased efficiency by adopting a systematic approach to create, manage, and nurture its new business applications.


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