Canara HSBC Oriental Bank of Commerce Life Insurance

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Business Context

The bank wanted to digitize its end-to-end insurance lead management process. In addition, the bank wanted an overview of sales personnel activity, apart from lead generation and management

Solution

Decimal built a comprehensive Lead Management Solution, including Activity Management for sales personnel activities like training, seminars. Supervisor portal to manage team from 3 different organizations

Outcomes

  • 2.5M+ Leads Managed
  • Activity based automated salesforce attendance system
  • Omni-bank (Canara, HSBC, OBC) supervisor portal
  • Activity Management and Hierarchy Management
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Kalki Yasas Veeraraghava

President - Sales, BFSI-India

Yasas Kalki is the President of Sales – India. Having 25+ years of industry experience, he spent 12 years at Salesforce, achieving outstanding sales performance and building strong client relationships in the Enterprise business. He has also worked at Accenture, Infosys, GE Capital, Innoveer Solutions, and Sonata Software.