FinovateSpring 2016 / CRMNEXT

Presenter Profile:

How they describe themselves: CRMNEXT is a magic-quadrant leading customer engagement solution that eliminates the artificial barriers between human and digital channels, enabling world class customer interaction from a unified platform. Empowering 60,000 users in a single bank with 4,500 locations to serve 40 Million customers. CRMNEXT spans the largest installations of CRM, while efficiently supporting the needs of regional and community banks – redefining the potential to grow engagement, drive profitability and deliver innovation.

How they describe their product/innovation: CRMNEXT is the only complete financial services customer engagement solution; unifying the support of customer interactions, powerfully simplifying and automating processes, enabling the “universal banker” and managing differentiated interactions in every channel. CRMNEXT redefines the role of CRM in orchestrating engagement growth, profitability and time-to-market for innovation delivery.

Information and capabilities of both bank & provider systems are quickly integrated without the relocation of their data. Rich predefined banking capabilities leverage patent pending codeless integration engines to deliver 100 customer specific integrations in under 60 days. By leveraging intelligent drag-and-drop screen and process designers the platform creates reusable automation and brings agility to deliver innovation for branches, call centers and digital channels. CRMNEXT allows customers to deliver the first true Experience-360 in financial services.

Product distribution strategy: Direct to Business (B2B), through service providers and consulting partners.


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

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