Empower RMs with AI and STPs to deliver instant fulfillment.

Increase customer

life cycle value by 10x

Accelerate revenues by bridging channel gaps, increasing engagement activities and lowering cost to serve

Hyper personalization

Increase customer engagement across channels by enabling automation and personalization at scale. Provide RMs with conversation strikers, alerts and insights to understand customer needs and fulfil them.
Increase revenue per customer

Enable RMs to deliver personalized cross sell, up sell offers, capturing untapped, emerging customer needs across touchpoints, increasing conversions.
Smart engagement programs

Significantly boost quality of customer engagement and faster turnaround times resulting in higher NPS scores.
Unlock new opportunities

Analyze a customer’s spend habits, interactions and activities across channels, to seize the right moments for deepening customer relations.

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

Prospecting and Outreach
Lead Generation and Prioritization
Customer Insight and 360 View
Account Opening
Customer Self-Service and Engagement Capabilities

Read the report

AI driven

smart RM

Let AI choreograph a successful day for your RM

RMs get a personalized day plan including priority tasks for the day.
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

AI/ML models analyse all tasks, meetings and activities based on relevance, urgency, business logic to suggest work priorities to RMs.
Get real time revenue growth projections.
Increase productivity, eliminate stress and anxiety for your RM.

Understand your customer in under 100 seconds.

Complete portfolio view across product lines and holdings. Real-time intelligence on customer activity incl. transactions, cases, spend pattern, income analysis, and many more.
Such viewpoints can be used for superior product targeting, service up-sell or cross-sell opportunities.

Say the right things at the right time.

Personalize conversations with a conversation striker card.
AI-driven, real-time signals harvested from customer actions, behavioural insights and more.
Build deeper, meaningful relationships with contextual, real-time conversations.

Templatize success and coach RMs to drive outcomes.

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

Re-imagine instant fulfilment

Simplify complex customer requests to easy clicks.
Enable Straight Through Processing (STP) across processes from address updates, changing EMI cycles and more.

Boost RM performance

Use strategy driven models to simplify targets vs achievement
Create tasks and track performance metrics with pre-defined targets and quotas

Coordinated campaigns on all touchpoints

Create and execute voice and non-voice campaigns across all channels incl. call centers, Whatsapp, website, digital journeys, Google Business Messenger, Facebook and more
Auto schedule calling jobs, push datasets to dialer on customizable frequency
Define segments, craft personalized messaging or use predefined template