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Banking Lead Management System For A Reputed International Bank

Project Highlights

Our client who is one of the giant names in the banking sector was looking for a robust system that would help them in the productive lead-based activity and simplify their task. In this Competitive world, it is not possible to lose on any of your customers. Periodic follow-ups are always tedious and time-consuming. To ease the whole process, a technology-driven automation solution is needed to have regular follow-ups with your potential customers.

They turned to OrangeMantra to help with some of the lead generation and management processes challenges they were facing. Through their engagement, client was able develop a roadmap for best-practice, and best-in-class marketing and sales operations.

Project Highlights
Business Challenges

The software solution need to integrate all existing banking services and feature advanced new functionality to enhance both employee and workplace. In addition, they want to automate the whole manual process of lead generation to conversion.

The client needed an application to run in the offline mode so that none of the opportunities to convert the leads get lost. Application security to ensure secure data transmission was another challenge.

Technology Solution

OrangeMantra stood out as a company with strong experience in helping banking sector through digital transformation. Vast development expertise, competencies with the advanced technologies, and ability to scale to meet unique business challenges made us the partner of choice for our client.

Our solution was focused at empowering the sales team with the latest information from the customer data warehouse and making it accessible anytime and anywhere. For this reason, we started the project with the discovery sessions and discussions with the sales team. Once we understood their exact requirements, we developed a solution to match. Our business analysts also provided training for the team at the client’s location as part of the implementation and roll-out of the solution.

Value Delivered

The application brought tremendous improvement in the operational efficiency of the loan disbursement process, which resulted in enhanced customer satisfaction. The client was also empowered with the ability to measure individual performances of the sales staff and calculate their incentives as well. Our solution is also a tool for raising employee satisfaction by delivering enjoyable digital experiences at work.

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