CRMNEXT Transform
Transform financial operations with end-to-end digital workflows
1M+ users
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Overview
CRMNEXT Transform drives digital transformation for banks and financial service providers by unifying customer data and automating complex operational workflows. It offers capabilities like 360° customer profiles, codeless integration with core systems, and automated loan processing to reduce manual errors and accelerate service delivery. The platform improves sales transparency, enforces SLAs, and supports guided account opening tailored by product and ownership types. With integrated case management and real-time status updates, CRMNEXT Transform enhances customer experience and operational efficiency across all customer touchpoints.
Who It's For
Banks, Credit Unions, Financial Institutions, Operations Teams, Customer Service Managers, Sales Teams
Key Strengths
Easy core integration360° customer viewAutomated workflowsFinancial services focus
Primary Use Cases
Unified customer profile and data consolidation
Automated loan processing workflows
Lead management and sales process tracking
Guided account opening journeys
Customer service and case management
Technical Specifications
Supported AI Models
Gen AIAgentic AI
Deployment Methods
Cloud
Supported Languages
English
Company Information
Location
Noida, India
Company Size
500+ employees