More of what a Bank or Credit Union CRM Should Look Like with CRMNEXT
Imagine having a single source of truth that every department in your Bank or Credit Union can see. One place. One view of each of your customers’ or members’ information. CRMNEXT has created “the” user experience to help you, your team and your entire FI make the customer/member experience, well, “sweet!”
Don’t believe us, check out these quick video demos.
When you do, we think you’ll want to see it live. Just let us know when you’re ready to talk CRM. Take a look at the menu below and pick your next plate.
We’ll get you a live view of CRMNEXT’s awesomeness!
Customer Service
Wanna provide better customer service for your customers or members? Well you can! No screen hopping from application to application.
Integrations & Workflows
Sounds too good to be true, yeah? Well, it’s reality with CRMNEXT. We integrate with all of your disparate systems, uniting them in a single hub with codeless configurations so our platform fits your organization’s unique needs.
Pipeline Management
Unified and orchestrated data = actionable data. And actionable data? It yields results. We’d bet that’s exactly what your sales team is craving. With CRMNEXT, they’ll also get a side of trackable loans and real-time status updates.
Account Opening
Onboarding new accounts shouldn’t give anyone a headache and with CRMNEXT, the process is straightforward, streamlined, and comes with built-in guardrails and scripted journeys so your team is safeguarded against human errors.
Reports and Dashboards
Hungry for advanced reporting that you can get fast? CRMNEXT delivers so you can make data-driven decisions based on robust insights on customer and member interactions, and reporting on every department in your organization.
We Wrote the Recipe for the CRM Banks and Credit Unions Dream About.
You’ve seen how CRMNEXT can deliver a Single Source of Truth to your Bank or Credit Union. But wait, there’s more!
Our primary goals are to simplify work, drive growth, and deliver on experience for you, your employees, and—most importantly—your customers and members.
CRMNEXT was built for FIs, by FI industry vets to improve productivity, profitability, and customer/member experience – uniting all of your customer/member data in one hub, making it orchestrated and actionable.
You’ve taken a bite into CRMNEXT – now tell us if you’re hungry for more.
Hungry for more? Order More Bites:
- Choose a bite-size demo (or two).
- Book your reservation by entering your valid email address from your financial institution.
- We’ll give you a gastronomic view of how CRMs should be for FIs.
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