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Verticalized AI powered platform to retain, deepen and acquire relationships. The #1 CRM for Banking and Insurance. Let your business adapt smoothly on demand, for the best results in a dynamic future.

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Product details

Overview

CRMNEXT is recognized as a Leader in Forrester Wave™ Financial Services CRM, 2023. The evaluation included BUSINESSNEXT as a leader, securing the highest scores for Prospecting and Outreach, Lead Generation and Prioritization, Customer Insight and 360 View, Account Opening, and Customer Self-Service and Engagement Capabilities.

Key Features

  • Increase first touch resolutions: Resolve customer issues at first contact with AI-guided resolution journeys and straight-through processes.
  • Reduce cost to serve: Minimize costs by eliminating silos and deploying hyper-automation in service processes across touchpoints and channels.
  • Be where your customers are: Engage and serve to sell across modern and traditional channels with Open Communication Platform (OCP).
  • ROI-driven campaigns: Create Multichannel, Multiwave, and Multistep Campaigns with event-triggered responses.
  • AI-driven Personalization: Use AI-powered templates management that uses predefined templates or intelligently personalizes one without HTML coding with AI suggestive keywords or content.
  • Smart Analytics: Natively embed A/B and multivariate testing and enable rule-based algorithmic attribution.

Benefits

  • Organized systems to eliminate chaos and confusion.
  • Integrated processes and people into one unified workflow.
  • Reinvented consumer journeys and work models to upgrade your business.
  • Industry-specific editions ready for immediate use.
  • Faster multi-country rollout on a multi-tenant architecture.
  • Cementing Banking Dominance With An Intelligent, Unified Platform Across All Lines Of Businesses.
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