LionO360 CRM enables banks, NBFCs, and insurance firms to capture, qualify, and nurture leads efficiently from multiple channels such as website forms, social media, referrals, and campaigns. Automated follow-ups and task assignments ensure no lead is missed, leading to improved conversion rates.

The reports & analytics feature provides financial institutions with real-time dashboards and performance reports, helping leadership monitor sales targets, agent productivity, customer acquisition costs, and campaign ROI effectively.

LionO360 CRM’s document management feature enables secure storage, quick retrieval, and easy sharing of important customer documents, contracts, and compliance papers, reducing paperwork and ensuring regulatory adherence.

Banks and financial institutions can use the cases & help desk module to manage and resolve customer queries, complaints, and service requests efficiently, enhancing service quality and customer loyalty.

LionO360 CRM streamlines internal approvals for loans, policies, claims, investments, and financial services through workflow automation, improving operational efficiency and ensuring timely client responses.

Using account management, BFSI companies can maintain detailed customer profiles, including transaction history, interactions, preferences, financial goals, and risk appetite. Relationship managers can leverage these insights to provide tailored products and advisory services.

With AI-based insights, BFSI leaders can analyze customer data to identify trends, predict churn, evaluate product performance, and design data-driven marketing or investment strategies, driving business growth.