Choose another country or region to see content specific to your location.

Continue

BDI Study

BDI Banner

Highlights Highlights

  • 10 K+

    Users

  • 1200 +

    Branches

  • 10 M+

    customers

  • 70 +

    Integration Touchpoints

download Success Stories

BDI is always committed to enable customers to take control of their financial objectives and goals. With CRMNEXT, we collaboratively work towards achieving BDI’s vision of transforming to a Digital First Bank focused on delivering best-in-class banking services enabled through innovative use of technology. The Bank has created a digital customer experience and action platform, leveraging the elasticity and seamless integrations across digital channels and branches. CRMNEXT platform provides a unified view of the customer, maximizing customer lifecycle value with stellar user experience.

testimonials

Henny Liu SVP

IT Digital & Front-End Solution Head - BDI Bank

what was Bank Danamon looking for

  • Modern CRM platform with seamless customer onboarding and integration

  • Smarter digital journeys with instant fulfilment capability to minimize dropouts

  • Accelerated digital lending

  • Intelligent single view of customer

  • Personalized offerings with faster approvals

  • Service modernization

  • Marketing automation

  • Smart analytics & dashboards

  • Instant digital account opening

  • Automated decisions and underwriting

  • Comprehensive borrower intelligence

solutions delivered

  • Unified Customer Intelligence Platform (Customer 360)

    BUSINESSNEXT delivered a unified CRM platform that consolidates customer profiles, engagement history, product relationships, and behavioral signals into a single Customer 360 workspace accessible across branches and digital channels. With more than 70 integration touchpoints, relationship managers gain real-time visibility into customer interactions and financial data, enabling personalized engagement and improved cross-sell targeting.

  • AI-Driven Lead Management and Opportunity Prioritization

    The platform operationalizes AI-assisted lead scoring, automated routing, and opportunity tracking across liabilities, lending, cards, and third-party financial products. Leads from multiple digital and assisted channels are evaluated using configurable business rules and engagement signals to prioritize high-value prospects and automatically assign them to the right sales teams, improving follow-up speed and conversion rates.

  • Omnichannel Sales Engagement and Guided Selling

    BUSINESSNEXT enables structured sales engagement workflows and guided selling playbooks that help bankers manage opportunities from lead creation through fulfilment. Visual journey designers allow teams to orchestrate end-to-end sales processes, enabling faster go-to-market for new products while providing clear visibility into pipeline progress and opportunity health.

  • Intelligent Digital Onboarding and Customer Journeys

    Through the CUSTOMERNext digital journey platform, Bank Danamon delivers instant digital account opening and onboarding journeys across channels. Integrated processes enable customers and bankers to initiate and complete onboarding through a single system, while automated follow-up workflows minimize drop-offs and improve lead-to-account conversion rates.

  • AI-Enabled Digital Lending and Decision Automation

    The Digital Lending Platform supports omnichannel loan origination, application tracking, and automated decision workflows. Integrated credit evaluation, document generation, and offer creation enable bankers to process applications more efficiently while maintaining visibility into lending pipelines and approval stages.

  • Sales Analytics and Performance Management

    Role-based dashboards and customizable reports provide real-time sales analytics and pipeline visibility across geographies, products, and teams. Managers can analyze conversion trends, monitor performance metrics, and optimize sales strategies using actionable insights derived from engagement and transaction data.

Share