18 CRMNEXT Case Studies

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Read 18 Case Studies from users in the Information Technology and Services industry to get the most important information that is specific to your business.

  • Propelling sales, wallet share and coverage with a unified Media CRM platform
  • AU Small Finance Bank - Customer Case Study
  • Axis Bank Driving sales efficiency with a unified Banking CRM Platform
  • Leveraging Digital Journeys in Insurance for a Continuous, Delightful Experience
  • Delivering Intelligent, Continuous Insurance Experience With a Unified Digital Platform
  • Bajaj Auto Finance - Customer Case Study
  • BDO Unibank is delivering exceptional customer experience powered by a truly global Banking CRM
  • First Bank - Customer Case Study
  • Achieving the ONE BANK vision with unified Banking CRM platform
  • ICICI Revamping business strategies with a unified Banking CRM platform
  • Induslnd Bank
  • Kotak Bank
  • NBF is driving sales effectiveness by automating processes and regulatory compliance through Banking CRM
  • National Bank of Oman makes customer experience delightful on a unified Banking CRM platform
  • RBL Bank transforms customer experience anywhere, anytime with CRM for Banks
  • Reliance Mutual Fund - Customer Case Study
  • Revolutionizing Life Insurance with an Intelligent, Unified Digital Technology
  • Silver State School Credit Union
  • Tata AIA deploys digital Insurance CRM to deliver faster turnaround time
  • TP Bank achieves 115% increase in conversions with an integrated customer relationship platform across physical and digital channels


CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management, and lead management. For more information, visit www.crmnext.com

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