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Oracle Lead Management for Banking Industry

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Oracle Lead Management for Banking Industry

Oracle Lead Management for Banking Industry

Bank Lead Generation Flow:
Bank industry generates lead from three sources-

1. Planned Campaign Management
2. Customer Walk-in
3. Web enquiries.



Customer creation followed by lead update process to convert enquiry into sell.

Oracle Lead Management for Banking Industry1

Oracle Lead Management Process:
Oracle provides master record generation utilities to maintain master records.

  1. Customer Master:

Created in TCA, Receivables and Sales.
These master records help to track exiting customer while creating a lead. And allows you to create new customer.

  1. Product master:

Created in Inventory (Item Master), PLM and Marketing.
Product master help to use optimized product selection process.

Oracle Lead Management for Banking Industry2

Oracle lead process in banking industry requires account details with customer master. This can be managed with customer master in TCA or in oracle sales. Customer account number is a Party number or customer number in Oracle. Financials aspects of customer can be tracked by account tab in sales in lead generation process.

Oracle Campaign Management, List generation process, Event Management process and Content management helps to organize Bank marketing activities in Oracle Marketing. Oracle Sales provides complete 360 degree view of banking sales process.

— Kishor Desai

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