Transform loan enquiries into approvals. Linkarise Banking CRM automates follow-ups, tracks applications, and boosts conversions for banks and NBFCs.
Trusted by 200+ financial institutions across India
Public, private and cooperative banks for retail banking operations
Non-banking financial companies for loan processing and recovery
Life, health and general insurance policy sales and renewals
Home loan providers for application tracking and follow-ups
Auto loan companies for car and two-wheeler financing
Education loan providers for student financing solutions
65% of loan applications are abandoned due to delayed processing and poor follow-up.
Automated application status updates and follow-up sequence reduces drop-offs by 50%.
Manual document collection leads to 15+ days delay in loan processing.
Automated document checklist with reminders reduces processing time by 40%.
No visibility into field executive activities and customer meetings.
Real-time field activity tracking with GPS location and visit reports.
Existing customers not targeted for additional financial products.
AI-based customer segmentation for targeted cross-selling campaigns.
End-to-end tracking of loan applications from enquiry to disbursement.
Intelligent follow-up sequences for applications, renewals and payments.
Complete KYC tracking and compliance reporting for regulatory requirements.
Send loan updates, EMI reminders, and statements via WhatsApp.
Comprehensive analytics for loan portfolio performance and risk assessment.
Complete tracking of field executives with route optimization and visit logs.
Systematic follow-ups convert enquiries into approved loans
Automated workflows reduce loan processing time significantly
Timely updates and transparent communication improve satisfaction
Complete audit trails and regulatory compliance reporting
Real-time analytics help optimize sales and risk strategies
Better screening and tracking reduces NPAs by 25%
| Traditional Banking Process | Linkarise Banking CRM |
|---|---|
| Paper-based loan applications | Digital application processing |
| Manual follow-up calls | Automated follow-up sequences |
| 65% application drop-off | 60% conversion rate |
| No field executive tracking | Real-time GPS tracking |
| Manual compliance reporting | Automated RBI reporting |
| Limited cross-selling | AI-based product recommendations |
Challenge: 70% home loan applications stuck due to document collection delays
Solution: Automated document checklist with daily reminders
Result: 45% faster processing, 50% higher conversion
Challenge: Low field executive productivity with no tracking
Solution: GPS-based field activity monitoring
Result: 3x more customer visits, 40% higher sales
Challenge: High NPA due to poor follow-up on overdue payments
Solution: Automated payment reminder system
Result: 35% reduction in overdue, 25% lower NPAs
Enterprise-level security with data encryption, role-based access, and complete audit trails compliant with RBI guidelines.
Get started in 5 days with pre-configured banking workflows, RBI report templates, and compliance checklists.
Priced for Indian financial institutions with plans starting from ₹1499/month. No hidden costs or per-transaction fees.
Specialized support team with banking industry experience, available 24/7 for critical issues and queries.
Join 200+ financial institutions that have increased loan conversions by 60% with Linkarise