Largest Global Provider of CRM in Financial Services Makes North American Entrance at FinovateFall in NYC

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Picking up where traditional CRMs leave off, CRMNEXT goes beyond simply managing information to automate customer journeys and transform engagement across channels.

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CRMNEXT, the largest provider of CRM in financial services globally, will be making its North American debut this September at FinovateFall in New York City.

CRMNEXT currently empowers nearly half a million bankers and half a billion customers across the globe, reducing the average length of customer transactions by 90 percent, increasing employee productivity by 60 percent, and contributing as much as a 40 percent increase to bottom line revenue. Supporting the largest installations of CRM in the world, CRMNEXT effectively recalibrates banks’ potential to grow engagement, drive profitability and deliver innovation.

In the banking industry, competition for new customers is fierce, and new fintech companies are trying to pilfer customers on a daily basis. While banks have focused on implementing new technology to grow digital customer engagement, this has frequently led to a broken customer experience when journeys span digital and internal systems. CRMNEXT helps to eliminate the artificial barriers between human and digital channels, enabling world class, true omni-channel customer interactions from a single, unified platform.

“We are the only complete engagement solution in financial services,” said Joe Salesky, CEO of CRMNEXT. “Our platform transcends the current CRM definition, unifying the support of customer interactions, simplifying and automating processes, managing differentiated experiences in every channel, and pioneering a new ‘universal banker’ approach to customer service and sales.”

Recognized by Gartner as a magic-quadrant platform, CRMNEXT has set formidable benchmarks in the CRM industry with team adoption exceeding 70 percent in the largest banks. Customers are able to leverage developments such as Autonoma™ Integration and the Commutable Cloud™, collectively creating a paradigm shift in the orchestration capabilities and potential impact of CRM solutions.

Through its patent-pending codeless, bi-directional integration system, CRMNEXT is able to integrate with as many as 100 banking systems in under 60 days. By leveraging intelligent, drag-and-drop screen and process designers, the platform automates complex, cross-system, cross-channel, cross-department workflows and provides the agility to deliver innovations for branches, call centers and digital channels.

“Service is the key to differentiation in banking. With 80 percent of customer interactions now taking place through digital channels, assisted interactions are precious - and those fleeting moments on the phone or in branch must exceed the customers’ expectations,” Salesky said. “CRMNEXT helps the bank wow customers at every touchpoint, unifying their bank experience and growing customer affinity to bank products.”

An alumnus of the initial Finovate event, which took place ten years ago, Salesky will be coming back to the main stage on Thursday, Sept. 8 at 3:40 p.m. to kick off CRMNEXT’s expansion into the North American financial market.

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CRMNEXT is the leading global CRM solution provider in financial services, eliminating the artificial barriers between digital and assisted channels to enable seamless omni-channel customer interactions from a single, unified platform. CRMNEXT closely works with its stakeholders leveraging extensive domain expertise to achieve unmatched adoption of its next generation CRM inside organizations, empowering them to create opportunities, enhance business efficiency, embrace disruptive innovation and improve results with capabilities that drive world-class customer experiences and business growth. For more information, visit:

About FinovateFall
FinovateFall is a demo-based conference for innovative startups and established companies in the fields of banking and financing technology. Held in NYC, the event offers an insight-packed glimpse of the future of money via a fast-paced, intimate, and unique format. FinovateFall is organized by The Finovate Group. For more information on the event, visit

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Bonnie Paresa

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Bonnie Paresa
Leverage PR
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