Sharpsell for Banking

Turn every customer interaction into a revenue opportunity.

Sharpsell helps banking teams prioritise the right customers and accounts, prepare for better conversations, capture what happened and drive the next action across sales and collections.

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Sharpsell
Recommended opportunity
PS
Priya Shah
Existing customer
Why this relationship matters
●Salary relationship for six years
●Fixed deposit matures in 14 days
●Recent home-loan enquiry
●Last follow-up missed
Discuss the home-loan opportunity and upcoming deposit maturity
Prepare for meeting View brief
Customer brief, Priya Shah
Conversation story
Open with the customer’s recent home-loan enquiry. Acknowledge the upcoming deposit maturity before introducing the relevant offer.
Likely objection
“I am already speaking to another bank about the loan.”
Approved response ready
Practise this conversation3 min
Personalised customer follow-through
Home-loan comparison for
Priya Shah
Approved rates and eligibility, personalised for this customer
Comparison sharedSent
Documents requestedChecklist sent
Follow-upTomorrow
Customer responseCaptured
Up next today
Rahul MehtaFD renewal call
Anita RaoKYC pending
Vivek IyerCard offer
Sameer KhanHome-loan lead
Divya NairMatures in 9 days
Account 4821Promise due
Home
Leads
Capture
Pitch
Learn

Proven impact on frontline productivity and customer engagement

IDFC First Bank
4X
increase in prospecting and customer-engagement visibility
70,000+
personalised presentations created in one month
AU Small Finance Bank
55%
higher productivity
for RMs sharing at least two collaterals per week
2.2X
target achievement
for RMs sharing at least five collaterals per week
Trusted across BFSI, auto, consumer goods, building materials and 7 other industries
IDFC First BankAU Small Finance BankAxis BankDCB BankBOBCARDTata CapitalLIC of IndiaTata MotorsHDFC LifeWhirlpoolSBI LifeMahindra Last Mile MobilityAxis Mutual FundSaint-GobainEdelweiss Mutual FundHeroAditya Birla Sun Life InsuranceTorrent PharmaEureka ForbesClub MahindraCarrierJawaNovartisTata HitachiEntero HealthcareAlembic
2.2M+ sellers across India’s largest sales teams.
The execution problem

Leadership sets the strategy. What gets executed on the frontline is far less predictable.

The current stack

The information exists. The execution context does not.

The customer interaction Every system holds a piece. None brings them together.
No existing system answers the complete execution question: Which customer or account needs attention, what should the frontline do or say, why is it relevant now, and what must happen next?
How Sharpsell works

Bring the complete customer and account context together. Turn it into frontline action.

Sharpsell combines business priorities, customer relationships, products held, lead or application status, account position, frontline activity, conversations, commitments and business rules.

Bank business priorities
Customer relationship and products held
Lead, application, account and payment status
Products, offers, eligibility, policies and approved content
Frontline activity, conversations, commitments and next steps
Sharpsell execution intelligence
Governance, security, compliance and guardrails on every action
Frontline actionUpdated now

Meet Priya Shah

Why this relationship matters
Salary relationship for six yearsFixed deposit matures in 14 daysRecent home-loan enquiryLast follow-up missed
Recommended action
Discuss the home-loan offerAcknowledge the deposit maturityUse the eligibility calculatorShare the document checklistFollow up tomorrow
Prepare for meeting View customer brief Share document checklist Record customer response
Agents doing the work
Customer Brief
Pitch Assembly
Activity Cadence
AI agents

Give every banking frontline an AI team that drives execution.

Every agent works from the same customer, account, product, conversation and business context. Deploy ready Sharpsell agents or build new agents around the bank’s products, rules and execution models.

20+ agents live

Build your own agents

Create bank-specific agents using your products, customer and account data, workflows, policies and business rules, with the same governance and audit trail.

Pre-approved offer activation Document chase Deposit maturity Application drop-off Promise-to-pay recovery
Execution models

Built for every banking execution model.

Each banking model has different customers, teams, journeys, rules and execution challenges. Sharpsell configures the context, workflows, content and agents around how each model operates.

Relevant agents
New leads, response queueLive view
AR
Ananya Rao
High-intent digital lead
Respond in 12 min
Source
Digital campaign
Product interest
Salary account
Eligibility
Likely eligible
Next action
Call now
High-intent digital leadRespond now
Branch walk-inDocuments pending
Partner leadFollow-up due
Campaign leadNot contacted
Customer relationship viewLive view
PS
Priya Shah
Existing customer, salary relationship
Salary accountFixed depositDebit card
FD maturity14 days
Salary relationship6 years
Home-loan enquiryFollow-up missed
Card offerPre-approved
Recommended: home-loan conversation, alongside the deposit maturity
CASA and deposit opportunityLive view
Average balance, last 6 months
Priya Shah
Salaried, affluent
FD maturity14 days
Balance movementSignificant
Salary upgradeEligible
Follow-upTomorrow
Maturity conversation and relationship offerStory ready
Home-loan applicationLive view
RK
Rohan Kulkarni
Home loan, qualified opportunity
EMI calculator shared
Need
Eligibility
Documents
Credit
Sanction
Disbursal
Stage 3 of 6: Documents
EligibilityConfirmed
Documents2 pending
Rate objectionResponse ready
Credit hand-offDue today
Card recommendationLive view
Travel
•••• •••• •••• 2041
Customer segment
Frequent traveller
Pre-approved
Yes
Recommended cardTravel
Annual fee objectionPrepared
Application80% complete
Collections accountLive view
SV
Account ending 4821
Personal loan, assigned to Sunil V.
32 DPD
Outstanding
₹48,200
Approved resolution
Part-payment plan
Promise dueToday
Last contactCustomer requested time
Payment linkSent
Manager escalationPrepared
Approved script, contact within permitted hours
Sharpsell One

Fast to go live. Faster to change.

Banks launch products and offers, change rates and eligibility, update campaigns, modify customer journeys and revise collections treatment strategies. With Sharpsell One, one team owns implementation and outcomes from requirement to adoption.

A business change today

A small change becomes a technology project.

Week
Hand-offs so far of 7

Seven hand-offs before the field sees the change. Every team owns a part of it, nobody owns the outcome.

Illustrative timeline

With Sharpsell One

New pre-approved personal-loan campaign

90%
configured from admin
No IT queue No system integrator No release cycle

Business changes without a release

New products, offers, rates, campaigns, eligibility and treatment rules do not wait in an IT queue.

Product and engineering work from inside your business

Our teams work with your sales, collections, operations, risk and technology teams.

Integrate faster. Change without rebuilding.

Convergence absorbs mappings, transformations and policies between your systems and Sharpsell.

What breaks in frontline execution gets fixed in the product

We observe real usage after go-live, find what gets in the way of RM, acquisition and collections adoption, and keep solving until it works in practice.

Weeks to production, even at enterprise scale

4 weeks

Took Niwas Housing Finance live on Sharpsell.

5 weeks

Launched 17 products to 5 lakh users in multiple languages.

6 weeks

Migrated 30,000 users and 60 lakh leads from a legacy system.

Enterprise ready

Deploy on your existing stack or replace the frontline system.

Run Sharpsell on top of the bank’s existing systems, or make it the frontline system for sales and collections teams. Deploy on a dedicated single tenant hosted in India, or within your own cloud environment, subject to your architecture, security and integration requirements.

Agent governance

Agents inherit role permissions. Control what each agent can read, which tools it can use, which fields it can change, which validations must pass and when a person must approve the action.

Security and compliance →
Integrates with
CRM and lead managementCore bankingOrigination and product systemsCollections managementDialer and telephonyPayment, field and partner systems
Enterprise-grade by default
SOC 2 Type II ISO/IEC 27001 certified ISO 9001:2015 certified ISO 22301 certified GDPR compliant
MeitY empanelledSAML 2.0 and OAuth 2.0Role-based accessEncryption in transit and at restTenant segregationIndia hosting (AWS Mumbai, Hyderabad DR)Audit and observability

Frequently asked questions

Does Sharpsell replace our CRM or collections system?
Sharpsell can run on top of the bank’s existing systems or replace the frontline workflows used by sales and collections teams, depending on what the bank needs.
Can Sharpsell run in the bank’s cloud?
Yes. Sharpsell can be deployed within the bank’s cloud environment, subject to the bank’s architecture, security and integration requirements.
Can Sharpsell use customer, account, lead and transaction data?
Yes, within what the bank permits. Sharpsell uses permitted customer, account, lead and transaction data through controlled integrations, with role-based access and a complete audit trail.
Can different banking businesses have different workflows?
Yes. Sharpsell configures the context, workflows, content and agents separately for new-to-bank, existing-to-bank, retail liabilities, retail assets, credit cards and collections.
Can the bank control products, eligibility, scripts and actions?
Yes. Recommendations and actions follow bank-defined rules, permissions, approved content and, where required, human approvals.
Can we create agents for our own banking processes?
Yes. Banks can build agents using their own data, workflows and business rules, with the same governance and audit trail as Sharpsell’s ready agents.
Can managers understand what is happening inside customer conversations?
Yes. Sharpsell captures customer needs, objections, commitments, next actions and the points where manager intervention is required.
How quickly can new products, offers, rules or treatment strategies go live?
Most changes are configured from admin and go live without a release. Deeper product, migration or integration work is owned by the same Sharpsell team through launch and adoption.
Does Sharpsell become another source of truth?
No. Sharpsell can write permitted updates back to the bank’s systems of record, so it does not need to become a second source of truth.
See it on your own process

Bring us one live banking execution challenge.

We will show how Sharpsell brings the context together, deploys the right agents and improves execution from frontline preparation to the next customer action.

Request a demo