Increase customer
life cycle value by 10x
Accelerate revenues by bridging channel gaps, increasing engagement activities and lowering cost to serve

BUSINESSNEXT recognized as a Leader
Forrester Wave™ Financial Services CRM, 2023
Forrester's comprehensive evaluation of financial services CRM providers against 39 criteria includes BUSINESSNEXT as a leader, securing highest scores for the top five evaluation criteria below
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Prospecting and Outreach
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Lead Generation and Prioritization
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Customer Insight and 360 View
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Account Opening
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Customer Self-Service and Engagement Capabilities
AI driven
smart RM
Let AI choreograph a successful day for your RM
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RMs get a personalized day plan including priority tasks for the day.
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Tasks are derived from real-time customer events, profile, actions and transactions.AI/ML models prioritize customers to engage, notify real time events, and deliver tailored call scripts.
Let AI prioritize work for your RMs
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AI/ML models analyse all tasks, meetings and activities based on relevance, urgency, business logic to suggest work priorities to RMs.
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Get real time revenue growth projections.
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Increase productivity, eliminate stress and anxiety for your RM.
Understand your customer in under 100 seconds.
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Complete portfolio view across product lines and holdings. Real-time intelligence on customer activity incl. transactions, cases, spend pattern, income analysis, and many more.
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Such viewpoints can be used for superior product targeting, service up-sell or cross-sell opportunities.
Say the right things at the right time.
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Personalize conversations with a conversation striker card.
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AI-driven, real-time signals harvested from customer actions, behavioural insights and more.
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Build deeper, meaningful relationships with contextual, real-time conversations.

Templatize success and coach RMs to drive outcomes.
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Get a drag and drop driven, advanced playbook designer.
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Enable automated and context driven playbooks for all sales and service scenarios.
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Automate sequential engagement steps like sending emails, scheduling calls and more.

Re-imagine instant fulfilment
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Simplify complex customer requests to easy clicks.
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Enable Straight Through Processing (STP) across processes from address updates, changing EMI cycles and more.
Boost RM performance
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Use strategy driven models to simplify targets vs achievement
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Create tasks and track performance metrics with pre-defined targets and quotas
Coordinated campaigns on all touchpoints
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Create and execute voice and non-voice campaigns across all channels incl. call centers, Whatsapp, website, digital journeys, Google Business Messenger, Facebook and more
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Auto schedule calling jobs, push datasets to dialer on customizable frequency
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Define segments, craft personalized messaging or use predefined template
inspirational
Success Stories
In our customers' words, how we got them ready for anything the future could bring.
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