A CRM should orchestrate your data, making it actionable. Across systems and departments (not just marketing and sales). To simplify your day-to-day. To grow your relationships. And to deliver on unforgettable experiences. Boom.
A CRM should make the work easier so your team can focus on what really matters: your customers and members.
That’s our focus, too. Want to get to know who we are and how we operate? Check out this video to see what makes CRMNEXT, CRMNEXT.
And after that, take a little look at the product itself.
Like peanut butter and jelly, we’re better together.
We believe in establishing true partnership with our customers. We won’t throw our platform at you and your team and leave you scrambling to figure it out. Instead, from day one, we work side-by-side with you to address your unique pain points and deliver a platform that’s customized to fit your FI’s specific needs.
CRM should serve as a data orchestrator with your core and other applications, seamlessly connecting your systems. That’s what we do best. Integrations and implementations are top priority for us – and truly our superpower.
What’s more, our platform is built with one of the most impressive integration AI and machine learning engines you’ll ever see, giving you the ability to codelessly predict and fine tune your entire organization.
We know the ins-and-outs of this industry, and we have a combined 110+ years across our team in the financial services space. We’ve been in your shoes, and we know how important it is to partner with the people and organizations that matter.
CRMNEXT is invested in and committed to this industry. We aim to drive meaningful change with our customers, thereby transforming the entire financial space.
We focus on innovation, on bringing access to capital to marginalized groups, and on celebrating you as the superhero in this story. We purposefully choose partners who want these same things.
Get to know the familiar names we partner with.
We’re straight-shooters here at CRMNEXT, and our promise to you is to Simplify Work, Drive Growth, and Deliver on Experience. Easy.
CRMNEXT has been around for 14 years and, globally, we count some of the biggest banks in the world as our customers. But we’re in start-up mode in the U.S. and are dedicated to growth and innovation here.
We see you. We have worked with large and small financial institutions, proving our ability to provide solutions at scale for organizations of any size. Take that Salesforce.
We’re wired a little differently here. Get to know us better.
CRMNEXT was designed to be one of the most powerful banking CRM systems available, providing robust, easily implemented solutions to help you deepen the relationships you have with your banking customers. Not all CRM systems are apples-to-apples, so do your homework. We think you’ll find that our banking CRM solutions, and the easy implementation of our system with yours, is unparalleled in the industry. Add in our years of experience and we just know you’ll come to the right conclusion.
We designed our CRM banking software to do everything you need in today’s banking industry—not some, not most…all of your needs. CRMNEXT banking software seamlessly interconnects the analytical, operational, and collaborative functions unique in the banking industry. No shoehorn required—this is CRM created specifically for banking. And we’ll be there with you, every step of the way to get our software implemented efficiently, and your team happy as clams forever and ever. You can thank us later.
CRM in retail banking used to consist of the friendly smile from the teller across the counter to the familiar face of their customer—who they lived close to or saw on their kids’ soccer fields on weekends. As banks evolved and globalized and merged and began offering ever-more complicated and comprehensive services, customer relationship management had to evolve too. Except when it didn’t—usually in banks resistant to change or to computerizing what used to be face-to-face. CRMNEXT lets you leapfrog into the present, and poised for the future, with easy-to-use, robust, customer relationship management (CRM) now available in banks of all sizes…because, as it turns out, retail banking isn’t static, after all.
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