Case Study: Tennessee-Based Community Bank achieves streamlined lead management and reduced opportunity leakage with Newgen Software

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

A Tennessee-based community bank with 28 branches was struggling to manage commercial lending leads manually. Without a lead qualification system, central database, or automated assignment, loan officers faced time-consuming data entry, duplicate or neglected prospects, and consistent opportunity leakage.

Newgen implemented its sales force automation on a low-code digital transformation platform to enable multi-channel lead capture, deduplication, lead scoring, zip-code-based automated assignment, Outlook-integrated scheduling, and role-based dashboards with onboarding integration. The bank gained end-to-end visibility and real-time alerts, reduced opportunity leakage, streamlined data flow into the loan system, and achieved faster decision-making, better reporting, and improved conversion rates.