Canara HSBC Oriental Bank of Commerce Life Insurance

Business Context: Bank wanted to digitize their end-to-end insurance lead management process. In addition, 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

Outcome:

  1. 2.5M+ Leads Managed
  2. Activity based automated salesforce attendance system
  3. Omni-bank (Canara, HSBC, OBC) supervisor portal
  4. Activity Management and Hierarchy Management
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Kalki Yasas
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.