Building a Digital-First Customer Acquisition and Collection Process

Friday, 9th July at 5pm IST

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​​Meet the panel

About the event

Many lending institutions are looking to digitize traditional processes to fortify themselves against higher customer acquisition costs and increasing NPA risks.

To help your lending business combat such challenges, LeadSquared brings you a [CXO exclusive] discussion between thought leaders from lending who will speak about how you can adapt and overcome such problems to stay ahead of the competition.


Key Discussion Points:

  • Emerging trends and challenges
  • Evolution of new distribution channels for customer acquisition
  • Creating flexible and agile lending processes
  • Building a strong collections strategy
About our speakers


Shashank is the Chief Technology Officer and is responsible for spearheading the digital transformation initiative at HDFC Credila, India's First Dedicated Education Loan Company. Before joining HDFC Credila, he was Co-founder/CTO of the FinTech venture Upwardly, a goal-based wealth management platform acquired by the online investment platform Scripbox. In his earlier stints, he has worked with large global financial institutions where he was instrumental in building multi-disciplinary technology teams & enterprise-scale platforms.
Shashank Agrawal  CTO  ​​​​
Rahul is a digital evangelist with nearly two decades of professional experience in the industry. He is currently serving as the CDO at Clix Capital, one of India's new-age NBFCs, that is disrupting lending through its digital loan offerings. He has worked with organizations like MaxLife Insurance, Aditya Birla Capital, Max Healthcare & was instrumental in defining, delivering & driving digital strategy & growth agendas. He is a passionate and well-organized leader who likes to be on top of the agenda.
Rahul Chopra CDO  ​​​
Yogi is the Chief Executive Officer at CASHe, one of India’s leading FinTech enabled app-only lending platforms for salaried millennials. He takes responsibility for CASHe’s strategic direction and growth. His leadership steers the company as it accelerates innovation in financial services, creating better borrowing experiences for people and communities. 
Yogi Sadana CEO  ​​​
Bhavin is the Founder and CEO of LenDenClub – India’s largest peer-to-peer lending platform.
With a decade-long rich experience in financial services across lending, operations, ERP solutions, fundraising, and credit automation, he aims at extending this knowledge to change the investment and lending landscapes in India. 
Bhavin Patel FOUNDER & CEO​​​


Nilesh is the CEO of LeadSquared, a sales execution platform. He is focused on helping businesses in high velocity, high volume sales to improve their sales execution and increase sales efficiencies. He is on a mission to build LeadSquared as software partner of choice for sales execution for businesses. Previously, Nilesh was the founder of Proteans, a recognized leader in software product development services space. Nilesh has a degree in engineering from Delhi University, and before founding Proteans spent four years in IBM with their microprocessor test tools division.  
Nilesh Patel Co-Founder & CEO  ​​​​