The Year of Transformation

The pandemic sparked innovation – providing a catalyst for change.

Digital transformation is no longer a “nice to have,”
but a mandate for staying in business.

Explore how CRMNEXT Transforms
Your Entire Financial Institution

Maintenance

Built-in guardrails provide access to fields for document and account maintenance - protecting employees from financial and legal ramifications from inaccurate data entry.

Lending

Automated loan processing workflow navigates each phase of the loan process - auto-alerts keep bankers and customers apprised of status along the way.

Customer 360°

Single 360° view aggregates data into cohesive, up-to-date profile – facilitates better servicing, improves sales, tracks communication, and creates FI-wide efficiencies.

Core Integration

Codeless, configurable integration with your core system - reduce the number of third-party applications you support.

Lead Management

Automated workflows and SLAs let you set sales goals and track attainment - providing transparency and accountability in all stages of the sales cycle.

Customer Servicing

Case Management allows you to initiate and track service requests – auto-assigns tasks to correct departments and displays real-time status updates.

Account Opening

Guided account opening journeys based on ownership and product types increase efficiency and eliminate errors – only relevant fields are shown.

Maintenance
Maintenance

Bees represent hard work, dedication, and order in life. With CRMNEXT, you too can possess the diligence and efficiency of a worker bee. Employees can easily access fields to maintain documents and accounts, while built-in guardrails protect them from potential financial and legal ramifications resulting from inaccurate data entry.

Customer Servicing

Owls stand for wisdom, intelligence, and insight. Just as the owl’s ability to turn its head in a circle gives it an advantage in the wild, our 360° view affords financial institutions a similar edge. It brings data from all systems together in one view, so any team member can intelligently address any request – even the really complicated ones.

Account Opening
Account Opening

Starting out as tadpoles, frogs are seen as symbols of fertility and abundance, their physical metamorphosis an indicator of new beginnings. Let us help multiply your accounts with an intelligent pathway for account opening based on ownership and product types, so only relevant fields are presented to eradicate compliance errors.

Lead Management
Lead Management

Ladybugs symbolize luck and happiness, two things you’ll experience with CRMNEXT. Our Lead Management provides transparency and accountability in all stages of the sales cycle, ensuring no lead falls through the cracks. Good fortune is a sure thing with automated workflows and SLAs ensuring all processes flow like a well-oiled machine.

Lending
Lending

Koi represent prosperity and making dreams come true. Our Loan Management lets you grant wishes faster, eliminating “black holes” between departments and providing application status updates along the way. With auto-populated fields and automated underwriting for simple loans, we accelerate lending so everyone can live the good life.