Anticipate financial moments with Account Holder’s to meet them where they are.
A configurable single pane of glass to view all information on your customer. In a role based system, we layout all fields of data from your core, and other banking technology to efficiently service customers.
AI driven data and analytics powers our Insight Engine to predict and suggest appropriate products and services for each account holder. Insights allow your team to meet the customer where they are.
CRMNEXT brings action to your growth initiatives. Lead tracking streamlines the process of managing opportunities. Ensure nothing is missed and your team and Account Holders are connected for growth opportunities.
SImplify your loan processing workflow. Take advantage of real-time visibility and updates on each applicant’s status. For account holders, this translates into a faster, more transparent loan application process.
Segment audiences, personalize email and SMS communications, and track campaign performance. Activate relevant campaigns to your account holders and measure your campaign performance.
Achieve operational excellence with a view into key metrics and data across every department. Give your team real-time access to pertinent information, leading to more informed strategies and key performance actions.
Streamline your approach to handling customer issues, inquiries, and complaints. Enhance the efficiency and effectiveness of employee responses. Ensure all customer concerns are addressed promptly and effectively.
Enjoy over 80% of your teams daily workflows already built, and ready to launch out-of-the box. Configure your own workflows with an easy to use no-code design studio.
Deliver key insights with a dynamic and complete view of account holders to every customer facing role in your organization.
Aggregate, unify and organize disparate sources of customer data from your core and critical solutions technology stack to support your account holder’s every move.
Utilize pre-built reports and dashboards or create your own custom reports that map to specific roles in your financial institution. Deliver on your mission by ensuring your KPI’s are met.
Customers require guidance and personal attention as you advise them through financial moments. Make every interaction an experience that supports your mission and operational playbook.
Leverage audience segmentation and simple execution of marketing tactics to extend pre-approved promotions to account holders, at any stage of their journey.
Track and measure what segments, campaigns, tactics, and offers have performed well. Syndicate and extend marketing strategy to front line teams as an integral piece of executing promotions and offers to your account holders.
Spend more time working with your customers by automating and removing tedious, manual back-end processes. Automate tasks and track SLA’s and ensure you’re achieving operational excellence.
Quickly respond to opportunities with customers in search of financial products and services. Deliver a unified solution for all teammates to create, assist, and win new growth opportunities. Gain complete visibility into all stages, tasks, and next steps in your opportunity pipeline.
Drive best-in-class service levels in your organization. Ensure your response times and SLA’s are tracked and compliant. Leave no case unmanaged or unresolved. Grow NPS scores and generate customer referrals to
support growth.
CRMNEXT is our strategic partner to deliver digital transformation across our credit union. We leverage their technology to overhaul and unify member service processes into one single point of view. We have completely reimagined our service request and delivery process, referral management, and complaint workflows. We continue to innovate and engineer processes and procedures around the CRMNEXT platform to deliver great experiences to our staff so that they are engaged and deliver superior service to our members.
We are living in an extraordinary financial environment. Banks and credit unions feel the squeeze with rising rates and margin compression. It is more important than ever to understand our members’ needs and respond to them swiftly. Adding more people is not the answer, nor is it getting any easier to recruit and retain staff. Communication and enabling our teams is critical, and this is a shortcoming of legacy systems. Now is the time to invest in CRM solutions and truly harness the power of information across the organization. We chose CRMNEXT to partner with us and to power our experiences.
BusinessNext created a member-centric data model for O BEE Credit Union with a setup for integrating with several third-party systems. This unified view of our members has translated into efficiencies across our frontline teams. The outcome is simple: happy members and happy employees - a recipe for success and foundational to our culture.
We all knew that deploying a next generation CRM tool was going to be a challenge, but necessary to continue our path as a digitally innovative credit union. CRMNEXT has helped us achieve that goal while demonstrating innovative approaches and a strong partnership. With the foundational pieces in place, we are building more modules to integrate disparate systems into a unified view that will benefit staff in all our member-facing as well as back-office teams.
CRMNEXT is our strategic partner to deliver digital transformation across our credit union. We leverage their technology to overhaul and unify member service processes into one single point of view. We have completely reimagined our service request and delivery process, referral management, and complaint workflows. We continue to innovate and engineer processes and procedures around the CRMNEXT platform to deliver great experiences to our staff so that they are engaged and deliver superior service to our members.
We are living in an extraordinary financial environment. Banks and credit unions feel the squeeze with rising rates and margin compression. It is more important than ever to understand our members’ needs and respond to them swiftly. Adding more people is not the answer, nor is it getting any easier to recruit and retain staff. Communication and enabling our teams is critical, and this is a shortcoming of legacy systems. Now is the time to invest in CRM solutions and truly harness the power of information across the organization. We chose CRMNEXT to partner with us and to power our experiences.
BusinessNext created a member-centric data model for O BEE Credit Union with a setup for integrating with several third-party systems. This unified view of our members has translated into efficiencies across our frontline teams. The outcome is simple: happy members and happy employees - a recipe for success and foundational to our culture.
We all knew that deploying a next generation CRM tool was going to be a challenge, but necessary to continue our path as a digitally innovative credit union. CRMNEXT has helped us achieve that goal while demonstrating innovative approaches and a strong partnership. With the foundational pieces in place, we are building more modules to integrate disparate systems into a unified view that will benefit staff in all our member-facing as well as back-office teams.
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