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CRMNEXT Helps Financial Services to Develop Robotic Customer Journeys with its New David Decision Engine™

Sausalito (CA) (PRWEB) October 20, 2016: In this disruptive age, market trends and innovations are changing faster. Organization are now more data oriented in comparisons to last decade. Being data centric, majority of the organizations are now relying on system driven decision making for delivering instant fulfilment and hence, great customer experience.

To accelerate the time to market and exponential increase scalability, CRMNEXT, the World's #1 Enterprise CRM solution, has developed David Decision Engine ™, which is a powerful business rule engine to churn complex data calculations and deliver robotic decisions creating smart automated journeys. It is a revolutionary tool helping financial CRM services including banking, securities, insurance to create new revenue streams and drastically shrink sales cycles by automating end-to-end processes with zero manual interventions. All financial products buying processes including loans, insurance, checking accounts, wealth management can be automated completely with the help of the new David Decision Engine.

Now businesses can on-board customers securely, faster and increase compliance without worrying about integration complexities and achieve unmatched time-to-market by rapidly automating processes with smart business rules.

CRMNEXT has been credited with having three of the world’s largest five Banking CRM installations. Over the past decade, it has been closely working with Fortune 1000 global banks and insurance companies. The platform has enabled these organizations to experience seamless sales and service management, Reporting and Analytics, and deep knowledge management.

Results have been quite a testimony to CRMNEXT’s depth and ability. Deployed at HDFC Bank for the past 8 years, it has resulted in a 52% increase in the service quality and 200% improvement in the Sales Turn-around Time (TAT). At Bajaj Auto Finance it has implemented a digital loan origination system with automated-underwriting and decision-making available at all dealer locations. This has enabled to complete the loan approval process in less than 3 minutes, delivering faster sales and a hassle free, seamless experience to the customers. CRMNEXT believes that similar tools will impact the entire financial business ecosystem by redefining customer interactions while necessitating new innovative internal processes and employee skills to support these interactions.


CRMNEXT is the world’s largest provider of CRM for financial services, eliminating the artificial barriers between human and digital channels to create world-class, omnichannel customer interactions from a single, unified platform. With more than half a million bankers and half a billion customers globally, CRMNEXT goes beyond simply managing information to automating customer journeys and transforming engagement across channels. CRMNEXT transforms relationships by helping organizations innovate to grow value, trust, transparency and collaboration with customers. The platform empowers teams to achieve more with unmatched quality of service. For more information, visit