FinovateFall 2016 / CRMNEXT

Presenter Profile:

How they describe themselves: CRMNEXT redefines the role of CRM as the transformation and innovation platform for leading global banks. We power world class, Omni-Channel customer interactions seamlessly traversing retail, credit, mortgage, wealth, brokerage, branch, call center, and digital channels; finally eliminating the artificial barriers between channels, products and processes! A Gartner recognized, leading customer engagement platform, deployed on premise or in the cloud, CRMNEXT starts where other platforms stop, orchestrating interactions with your existing systems without the need to replicate customer data or write complicated code. Our powerful integration engine configured 100 bi-directional system connections in 60 days for a bank, and achieved over 70% employee adoption. CRMNEXT transforms the bank’s ability to drive customer value, grow relationships and serve by simplifying the customers’ journeys, unifying bank processes, and delivering compelling innovation.

How they describe their product/innovation: CRMNEXT is the only proven, complete customer engagement platform tailored to meet the unique digital and assisted touchpoint needs of financial services companies. Both customers and employees across departments benefit from CRMNEXT’s suite of traditional CRM tools and our innovative Bank-in-a-Box, Vivid Customer Journeys, Autonoma Integration Engine, Trinity Cross-Sell, Catalyst Performance Modeler, Autoflow BPM, Mobile Sales Maps, Marketing and Social Tools. Our single, holistic platform easily integrates CRM with core and external systems to enable True Omni-Channel workflows, allowing customers to begin a process in a self-service channel and seamlessly transition to an informed assisted-channel to finish the process with no data loss or re-work required. Measured results for CRMNEXT financial service customers are remarkable and compelling: 40% improvement in NPS, 86% improvement in customer loyalty, 400% increase in leads and 200% increase in lead conversions.

Product distribution strategy: Direct to Business (B2B), through ISVs, and other Fintech Service Providers and Platform Partners


Bus. Dev., Press, & Sales: Joe Salesky, CEO,

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