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702 Oberlin Road, Suite 200, Raleigh, NC 27605, United States

Website Address

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Business introduction

Finally, a CRM built specifically for credit unions and banks

CRMNEXT is a specialist customer relationship management solution

CRMNEXT serves several of the largest and fastest-growing brands in the world that rely on its banking CRM, insurance CRM, and financial services CRM solutions for all their sales, customer onboarding, servicing, and cross-sell needs. Providing seamless customer experience, the platform is setting standards for award-winning customer engagement and efficient business growth.

CRMNEXT is built on a shape-shifting architecture which makes them extremely flexible with the ability to be customized and configured for complex scenarios across multiple verticals. It currently serves customers from 11 industry verticals including CRM for banking, CRM for securities, CRM for wealth management, CRM for insurance, CRM for financial services, CRM for pharma, CRM for healthcare, CRM for retail, CRM for manufacturing, CRM for media, and CRM for education.

CRMNEXT Solutions

CRMnext for Financial Services

CRM for financial services helps brokerage and financial companies increase their assets under management and enhance their relationships with all the stakeholders. The important business partners include customers and franchisees that enable financial services to pursue a profitable business model. Most financial companies, like any growing organization, lack the required process......

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