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Create Frictionless Omni-Channel Banking Experiences

Craft customer journeys that can start, pause, and resume across any channel

  • Configure once, use everywhere

    Code-less bi-directional integrations unify disparate systems and automate processes in every channel

  • Deliver a frictionless Banking experience

    Enable customers & bank staff to view data and continue the same banking process anytime, anywhere, and across devices

  • Reduce cost-to-serve

    Leverage the power of single-platform transaction management across all channels to significantly lower costs

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  • Zero Touch Origination Systems

    Convenient for you, hassle-free for customers
    • Lightning quick applications & approvals

      Deliver simple, fully integrated application processes to ensure customers can apply for any product, anytime & in any channel

    • Faster prospect to customer conversion

      Establish end-to-end integrated lead & referral process automation to convert prospects into customers quicker than ever with retail banking CRM

  • Transform Your Branches

    Convenient for you, hassle-free for customers
    • Create Universal Bankers with Banking CRM

      Equip branch reps to service every customer need from a single integrated application

    • Equip Your Team to Deliver Results With CRM for Banks

      Enable real-time collaboration and rich customer insights from any device, allowing bank staff to execute faster & free up time for deeper customer engagements

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Be known as the “Bank of Service”!

Drive engagement and adoption, build your brand and leverage digital capabilities to deliver exceptional service through CRM for Banks

  • Empower DIY customers

    Deliver instant gratification with smart self-buying banking journeys, automated decisions & straight through processing enabled across devices

  • Service customers in the channel they prefer

    Access everything needed to service the customer in a single, integrated view across all customer touchpoints, teams and locations.

  • Service at lower costs With Banking CRM

    Level up self-service capabilities & improve ‘First-Time-Right’ delivery with intuitive processes on mobile, web, and people-assisted channels

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  • Dial in customer delight

    Unlock the potential of call centers
    • Turn conversations into relationships

      Empower agents to know everything about the customer in a single screen and delight the banks customer with contextual offers and instant action

    • Talk smart, deliver more

      Equip agents to assist servicing, prevent fraud, and accelerate collections with powerful automation tools and smart banker coaching

  • Usher in the Age of Smart Collection

    Use a dashboard to track in real-time, prioritize effectively, and streamline case allocation
    • Model performance

      Enable smarter performance monitoring through modelers across the collection ecosystem

    • Make Proactive Collections

      Use intelligent, integrated customer views to get superior visibility resulting in better & proactive collections

Equip your banks workforce to deliver results

Do more, anytime, any device
  • Single destination for all information and action
  • Improved insights, richer interactions
  • Real-time collaborations across teams
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Digital CRM for Retail Banking

Customer Relationship Management solution has evolved from a ‘product based’ to ‘customer centric’ strategy that helps manage the entire customer life cycle. CRMNEXT’s Retail Banking CRM enables banks to enhance customer experience and boost revenues by streamlining workflow processes. We are the first banking CRM solution platform to roll digital CRM in Asia.This platform facilitates a transformation that propels banks to higher growth rates. In today’s financial environment, peppered with digital disruption, banks can no longer depend on customer inertia to retain customer loyalty. Relationship dynamics are drifting away from ‘inherited’ relationships to ‘managed’ relationships, from ‘physical’ to ‘virtual’ banking and from ‘branch’ specific to ‘anywhere’ banking. Banks continue to face stiff revenue targets while struggling with too many departments, systems and geographies. Our cloud Banking CRM, fully customized to your needs and business goals, will ensure that you stay not one, but six steps ahead. CRMNEXT a global CRM company has its presence in Noida ,Mumbai (India), USA, South Africa, Kenya, Nigeria, Saudi Arabia, Oman, Kuwait, Dubai, Philippines, Malaysia. Singapore, Vietnam, Bangladesh and Sri Lanka.

The key to a successful implementation of any banking CRM software lies in addressing the following challenges:

1. How to improve customer acquisition and reduce the lead conversion cycle in Banking?
2. How to create an intelligent 360⁰ view of customers that provides every detail at a single glance?
3. How to cross-sell banking products across multiple channels on a single platform?
4. How to assist the banks workforce in achieving higher targets plus improving coordination efforts?
5. How to converge multiple campaigns across product lines while providing visibility across channels?
6. How to pursue service requests or complaints across channels to ensure fast and accurate resolution with strict SLA Adherence?
7. How to reduce process cost and wastage while conforming to compliance and audit standards?
8. How to provide real-time insights with intelligent reports & dashboards for pro-active action?

CRM software for large and medium sized banks can offer the following benefits:

1. Faster lead conversion.
2. A single window access for all needs.
3. Improved efficiency and waste reduction.
4. Increased customer acquisition and profitability.
5. Enhanced customer experience & satisfaction.
6. Strengthened banking workforce management.
7. Utilization of advanced real-time reporting.

Moreover, CRMNEXT’s Banking CRM software enables workforce transformation by providing data and process centricity. It establishes an integrated desktop with complete customer 360° view, while automating processes across functions like sales, services, marketing and operations. As a futuristic Digital CRM in banks on a cloud platform, it is guaranteed to generate growth and improved profitability.

customer success stories

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  • bajaj logo
  • axis logo
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