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Cultivate relationships

Capture leads from every touch point, achieve higher prospect conversion rates, and drive greater value over the customer life cycle

  • Make every lead count

    Enable intelligent automated lead assignments in CRMNEXT and provide context-based coaching tips for higher conversion rates

  • Get holistic customer views

    Leverage data within CRMNEXT, social and third-party systems to get 360-degree views of prospects and make relevant sales pitches

  • Generate more customer value

    Get actionable customer insights based on superior and faster needs analysis to derive maximum value over the customer life cycle

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Build a book of business

Offer a superior proposition, systematically grow wallet share, and develop a culture of meritocracy

  • Put holdings in context

    Access customer financial accounts and holdings in context with relationship and transaction information

  • Empower advisors to cross sell & up sell

    Utilize portfolio data, activity patterns, and embedded analytics to help financial advisors offer relevant products & services to customers

  • Inspire a performance- driven culture

    Achieve better results with dashboards that deliver real-time data to track & review team performance across accounts with Target vs Actual realization

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Become the trusted advisor

Stay on top of customer service requests while making regulatory compliance easier with robust processes and secure workflows & approvals

  • Deliver best-in-class service

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

  • Help advisors collaborate

    Enable collaboration with domain specialists and financial advisors to speed up decision-making and special approvals

  • Build in compliance workflows

    Capture key customer data securely & execute transactions with confidence using CRMNEXT’s powerful workflow & approvals engine

customer success stories

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  • bajaj logo
  • axis logo
  • icici logo
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