Retail Bank Triples Cross-Sell Conversion with LeadPulseX AI Lead Management
Deploying CloudGate's flagship AI lead management platform — LeadPulseX — to score, route, and nurture cross-sell leads across the bank's retail branch and digital network.
Project Overview
The Challenge
Branch and digital teams generated thousands of leads daily, but conversion was poor due to manual triage, slow routing, and inconsistent nurture cadence.
- 1Lead-to-conversion rate stuck below 4% despite high inbound volume
- 2Average lead routing time of 36 hours, by which point most leads went cold
- 3No central view of customer engagement across branches, app, and call center
Our Solution
CloudGate deployed LeadPulseX — its AI-powered lead management platform — integrated with the bank's CRM, scoring leads in real time and routing to the right relationship manager.
- Real-time lead scoring on every digital and branch interaction
- Intelligent routing to the right RM based on portfolio fit and capacity
- Automated nurture journeys with personalized content via Power Automate
The Results
- Scaled across all 280 branches and digital channels within 90 days
Technologies Used
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