Case Study: Poonawalla Fincorp achieves 50% increase in loan sales and 75% reduction in turnaround time with LeadSquared

Poonawalla Fincorp Achieves 50% More Loan Sales Using LeadSquared

Poonawalla Fincorp, a large lending business headquartered in Pune, needed a cloud-hosted, enterprise-wide platform to unify processes for 7,000+ internal users and deliver a best-in-class borrower experience. They sought capabilities for paperless self-serve journeys, KYC and credit-bureau integrations (Aadhaar/PAN), telephony integration, mobility and feet-on-street management, automated loan-offer generation, and analytics — challenges LeadSquared was engaged to solve using its Portal Builder, Universal Telephony Connector, mobility and reports/analytics capabilities.

LeadSquared implemented paperless self-serve journeys, robust rules-based application distribution, telephony and KYC integrations, field-sales mobility, Smart Views, business-rule loan-offer engines, cross/up-sell automation and consolidated analytics, deploying at scale in three months. The impact was dramatic: 50% more loan sales, 75% reduction in turn-around time, 85% higher call-centre efficiency, 90% lower cost per lead, elimination of drop-offs, and more than 110,000 new self-serve journeys — transforming Poonawalla Fincorp’s sales and onboarding performance.

Poonawalla Fincorp

Kandarp Kant

Chief Technology Officer