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Case Study - UBISL

UBI Services Limited (UBISL), a wholly owned subsidiary of Union Bank of India, provides housing, vehicle, education, and MSME loan facilitation services. To strengthen its digital presence and streamline customer acquisition, UBISL partnered with Senseware, a technology solutions provider, to design and develop a new website that goes beyond traditional web design. The platform now functions as a loan aggregation system, capturing leads and integrating them directly into Zoho CRM for efficient agent follow-up.

Key Features of the Platform

Loan Aggregation & Lead Generation

The website allows customers to explore multiple loan products, submit applications, and generate leads in real time. These leads are automatically captured and pushed into Zoho CRM, ensuring agents can act quickly to close deals.

Zoho CRM Integration

By connecting the website to Zoho CRM, UBISL gains a seamless pipeline where every lead is tracked, assigned, and monitored until closure, reducing manual effort and improving conversion efficiency.

Job Posting Module

UBISL can post career opportunities directly on the website, allowing candidates to apply online and helping streamline the recruitment process.

Tender Posting Module

The platform includes a tender posting feature that enables UBISL to publish procurement opportunities and invite bids digitally, improving transparency and accessibility.

Partner Login Portal

A secure partner portal supports lead management, incentive tracking, and performance monitoring, ensuring partners stay engaged and motivated.

Employee Login Portal

A secure employee portal allows staff to access dashboards, manage assigned leads, track performance, and update application statuses in real time, improving collaboration and accountability.

What We’re Offering

Benefits for UBISL

Enhanced Customer Acquisition
Automated lead capture and Zoho CRM integration accelerate loan processing and improve conversion rates.
Operational Efficiency
Digital loan, job, and tender modules significantly reduce paperwork and manual tracking.
Transparency & Governance
Tender publishing and secure partner portals ensure accountability, visibility, and compliance.
Scalability
The platform is designed to scale seamlessly as UBISL expands its services and partner network.
Working areas

Services We Offered

UI / UX design and application development
SEO Integration
Cloud Hosting with Email Services
Infosec & Cert-IN security implementation
Content Management System (CMS)
"Login for Direct Selling Agents"

Conclusion

Senseware’s collaboration with UBISL demonstrates how technology can transform a traditional website into a powerful business tool. With loan aggregation, CRM integration, job and tender postings, and partner portals, UBISL now has a digital ecosystem that supports lead generation, operational efficiency, and stakeholder engagement. This innovation strengthens Union Bank of India’s digital footprint and sets a benchmark for other financial institutions.