Case Study: Leading Community Bank achieves streamlined lead management and higher conversion rates with Newgen Software

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

A Tennessee-based community bank with 28 branches that offers personal and business banking was handling commercial lending leads manually. The bank faced inefficient, time-consuming processes — including manual entry into the loan origination system, no lead qualification or central database, manual lead assignment, and resulting opportunity leakage.

The bank implemented Newgen’s sales force automation on its digital platform to enable multi-channel lead capture, lead scoring, duplicate detection, zip-code-based automated assignment, Outlook appointment integration, and seamless onboarding integration. Role-based dashboards, real-time alerts and reminders gave loan officers a complete view of leads and opportunities, reducing rework and neglected prospects. As a result, the bank achieved more efficient lead tracking, reduced opportunity leakage, faster decision-making through real-time visibility, rule-based assignments, and improved reporting and conversion.