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Customer Experience, News, Productivity

A Forrester Wave™ Leader 2023 Financial Services CRM

January 1, 2024
A Forrester Wave™ Leader 2023 Financial Services CRM

What Forrester has to say?

BUSINESSNEXT was rated the highest possible in the Vision and Roadmap for financial services CRM criteria.

It recommends that BUSINESSNEXT is best suited for medium to large scale financial services firms that have complex processes.

BUSINESSNEXT secured the highest possible scores among all the vendors, for the top five evaluation criteria listed below.

  • Prospecting And Outreach
  • Lead Generation And Prioritization
  • Customer Insight And 360 View
  • Account Opening
  • Customer Self-Service And Engagement Capabilities
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