Case Study: A Leading Public Sector Bank in India achieves faster, more accurate loan processing and reduced TAT with Newgen Software's Lead Management System

A Leading Public Sector Bank in India Transforms its Leads Management System with Newgen

A leading public sector bank in India with assets over ₹3.58 trillion and a network of 5,500+ branches faced growing operational strain from a fragmented, manual leads management process. The lack of a unified system slowed loan lifecycle updates, increased turnaround times, introduced data-entry errors and document risks, and reduced visibility across sales, loan processing and backend teams—undermining customer experience and sales performance.

The bank implemented Newgen’s lead management solution to digitize end‑to‑end lead-to-loan workflows, enabling multi-channel origination, digital document management, pre-qualification and integrations with loan origination, Finacle, e-KYC and CIBIL. Post-implementation the bank gained real-time alerts and version control, reduced manual effort and errors, accelerated processing, improved compliance and transparency, and delivered a more consistent, agile customer experience.