customer next


Powerful, digital customer journeys powered by data.

Activate a personalization layer throughout your digital touchpoints to remove friction and reduce manual processes.

Self Service Journeys

Personalized digital journeys for customers to manage self service navigation with various products and services. Remove friction and make it easy for customers to embrace self service. 

Financial Wellness

Journey’s designed to provide guidance for a variety of customer use cases. Whether it be retirement planning, or loan qualification, or for customers who need to build basic, foundational wellness tactics. 

Account Opening

Offer guided account opening journeys with embedded cross selling opportunities. Utilize intelligent workflows and dynamic documentation based on account and ownership types to swiftly and successfully onboard your customers without errors.

Straight through processing 

Eliminate manual processes and duplicate data entry by implementing straight-through processing journeys to streamline workflows and empower frontline staff.

No Code  Journey Builder

Leverage our no code journey builder so you can build your own powerful customer journeys with our easy to use drag and drop functionality.

Analytics & Insights

Utilize deep analytics and insights on your customer journeys. Gain a full understanding of what is working, and what is not. Optimise your journeys with a strong analytics engine. 

increase Conversion

Design comprehensive end-to-end journeys that streamline operations, enhance efficiency, eliminate redundancies, and reduce manual processes.

No Code Journey builder

Deploy a personalization Layer

Higher engagement comes from personalized experiences. Develop personalized journeys using embedded decisioning engines and integrating personalization as a core aspect of your growth strategy.


CRMNEXT Recognized as a leader


Gartner CRM Excellence Award for HDFC Bank Implementation


2023 Financial Service
CRM Wave


Celent Model Bank Award for HDFC Bank Implementation


2022 Best CRM Implementation for Axis Bank


Economic Times Award as the Best Organisation for Women

Insights & Trail Of Success


Boosting loans & deposits: The blueprint for credit unions to maximize CRM data strategy

Data is the key to unlocking a robust member experience. That’s because it enables CUs to learn deeply about members and predict and identify their next best needs. Doing this allows the credit union to demonstrate itself as a partner in their financial journey and conveniently position its products at just the right time. To succeed with data, credit unions need a strategy to bring data together and use it to drive actionable insights. A well-designed data strategy with a CRM can help credit unions unlock significant value.

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How to unlock the future: Predicting your members’ behaviors with CRM magic

For too long, credit unions have relied on the idea that knowledge + intuition would predict the future. But it doesn’t. All you get are vague assumptions, like some crystal-ball fortune-teller at a fly-by-night carnival. Sure, they’ll tell you what you want to hear. But you’ll lose money, time, and dignity in the process. To get real answers that retain (and attract) members, deepen relationships, and grow your credit union, you need to add data to the equation. Let’s take a look at these three magic words and how they, along with forward-thinking strategy and process, can make predictions possible for your credit union.

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How to use CRM to grow and retain membership in an unfriendly economy

Technology, changing consumer behaviors, and growing fintech competition are driving significant changes across the financial services industry. As they fall under increasing pressure to preserve profits and their deposit base, credit unions need new tools and strategies to retain members and add new accounts.

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what our cutomers say

Brad Shafton SVP of Digital & IT Magnifi Financial

We all knew that deploying a next generation CRM tool was going to be a challenge, but necessary to continue our path as a digitally innovative credit union. CRMNEXT has helped us achieve that goal while demonstrating innovative approaches and a strong partnership. With the foundational pieces in place, we are building more modules to integrate disparate systems into a unified view that will benefit staff in all our member-facing as well as back-office teams.

Jennifer Roberts Chief Operating Officer OBEE Credit Union

CRMNEXT created a member-centric data model for OBEE Credit Union with a setup for integrating with several third-party systems. This unified view of our members has translated into efficiencies across our frontline teams. The outcome is simple: happy members and happy employees - a recipe for success and foundational to our culture.

Nancy Sternitzky CIO Sound CU

We are living in an extraordinary financial environment. Banks and credit unions feel the squeeze with rising rates and margin compression. It is more important than ever to understand our members’ needs and respond to them swiftly. Adding more people is not the answer, nor is it getting any easier to recruit and retain staff. Communication and enabling our teams is critical, and this is a shortcoming of legacy systems. Now is the time to invest in CRM solutions and truly harness the power of information across the organization. We chose CRMNEXT to partner with us and to power our experiences.

Steve Ervolino CIO Dupaco Credit Union

CRMNEXT is our strategic partner to deliver digital transformation across our credit union. We leverage their technology to overhaul and unify member service processes into one single point of view. We have completely reimagined our service request and delivery process, referral management, and complaint workflows. We continue to innovate and engineer processes and procedures around the CRMNEXT platform to deliver great experiences to our staff so that they are engaged and deliver superior service to our members.