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Ujjivan goes for CRMNEXT’s ‘Assisted Bank-in-a-Box’ solution

BENGALURU, AUGUST 23: Ujjivan Financial Services has become the first organisation in its category to adopt CRMNEXT’s integrated ‘Assisted Bank-in-a-Box Edition’, a new-age digital banking solution.

Designed to empower small finance bank (SFBs) to achieve faster growth with sustained innovation, this solution eases the process of customer on-boarding, introducing new products and meeting customer demands by automating and customising processes to fit the modern-day financial requirements.

“As we get set to launch our banking operations, customer engagement and satisfaction are our top priorities. And we wanted to take-off quickly. “We chose CRMNEXT’s Assisted Bank-in-a-Box solution because of synergies in the product’s offerings and our vision,” Ittira Davis, COO and Head of Transition, Ujjivan Financial Services, said.

“Ujjivan will be focussing on mobility solutions and technology to reach rural customers,” he added.

CRMNEXT’s Assisted Bank-in-a-Box solution is designed to provide out-of-box solutions for all customer management needs, including inquiry to sales management, eKYC, biometric integration, ready adaptors for CIBIL, Aadhaar/PAN verifications, etc. Sushil Tyagi, Director, CRMNEXT, said: “We believe that SFBs need to leverage innovative technology so that they can launch rapidly and then scale up operations without compromising on customer satisfaction.

CRMNEXT's Assisted Bank-in-a-Box solution will enable Ujjivan to engage from day one with their existing 2.8 million customers from more than 450 branches across India.


CRMNEXT is the leading global cloud CRM solution provider. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. It is also pioneering a Digital CRM rollout for some of the largest enterprises across Asia-Pacific. CRMNEXT’s customers include global brands like HDFC Bank, ICICI Bank, Axis Bank, Pfizer, Tata AIA, National Bank of Oman, Pavers England etc. It was recently lauded in the Gartner Magic Quadrant 2015 for Lead management, Sales Force Automation and Customer Engagement. For more information, visit: