Open Communication Platform
Make experiences that flow between
all channels
Deliver instant connect, instant response, instant delight across traditional and modern channels

BUSINESSNEXT ranked #1
Forrester Wave™ for Financial Services CRM, 2025
Outperforming Global CRM vendors with the highest score for Platform offerings and Customer feedback
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Highest Overall score for Platform Offerings among all the vendors
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Highest Customer Feedback rating among all the vendors.
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Only platform with a perfect score of 5/5 for AI (Predictive, Generative, Agentic)
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Only platform with a perfect score of 5/5 for User Adoption
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Highest score of 5/5 for Vision, Innovation, and Roadmap
AI enabled
Open Communication Platform

Scale operations quickly
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Connect customer 360, core systems, transactional data and more, and route high volume calls faster with omnichannel chat dialer integration, powered by MS Orleans.
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Ready, omnichannel adaptors to connect with modern and traditional channels, including Whatsapp, Google Business Messenger, Twitter, chatbots, email and more for non-voice (text) engagement.
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Integrate with voice telephony channels like Avaya Connect, IVR, Webex and more for voice engagement.

Faster multichannel responses
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Enable RMs and agents to send pre-approved, template chat messages for quicker response.
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Respond and delight instantly, reducing enquiry TATs.
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Canned responses can be used across multiple channels, while maintaining contextual continuity.

Enable conversational bots
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Automate engagement with conversational AI driven bots across channels and mediums.
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Enable instant service ranging from fraud alerts, card blocks to insights about spending habits, overview of recurring charges and more.
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Intelligently identify moments when human assistance is required, and seamlessly hand over to an agent while protecting contextual continuity.

Feel the customer’s heartbeat in real time
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With an insights cards, your team is empowered with AI driven alerts, nudges, next best actions, derived from real time conversations.
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Drive CSAT surveys and get real time, AI driven customer sentiment analysis.
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Get insights on which conversations need attention, which product is the customer/prospect interested in and more.

Be where the customer is
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Increase first time resolution by enabling agents to help customers through co-browsing sessions.
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Define rules and restrictions to what the customers could see as part of the co-browsing screen.
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Take on-demand screen control to assist customers in real time with best in class data security and privacy.

Speed up resolutions
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Enable intelligent, extensive routing logic on drag and drop driven Routing Builder.
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Employ AI driven predictive routing, pre-defined allocation policies and queues for your agents to engage with both inbound and outbound conversations.
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Intelligent routing logic identifies free, on hold agents and instantly allocates queries.

Take corrective action in real time
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Allow your RMs and agents to consult with supervisors in real time
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Supervisors can view and monitor chats in real time
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Supervisors can intervene in real time for corrective guidance and maintaining the quality of chat.
inspirational
Success Stories
In our customers' words, how we got them ready for anything the future could bring.
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