How banks can win the battle of ‘customer mind-share’ with intelligent digital journey designers?

Banks can no longer rely on their brand recognition and big pockets. Banks have to be on their toes and find new ways to sustain the customer retention and increase customer acquisition, especially with rising competition from Fintech.

Here’s how banks can win the battle of Customer mindshare and fulfil customer expectations with CUSTOMERNEXT:

CUSTOMERNEXT, a software that provides platform to design the end-to-end digital journeys of customers from account opening to credit card applications and loan applications etc.

CRM platforms used by banks where they manage customer data and other affairs can be integrated seamlessly with CUSTOMERNEXT through APIs.

With CUSTOMERNEXT’s Vivid screen-and-flow designer you can design screens with many fields as per requirement in workspace and add things like CIBIL score. You can create a flow of those screens with drag and drop codeless configuration. This way you can generate end-to-end journey.

While the David decision engine of CUSTOMERNEXT can analyse and execute complex business rules for automating decisions to make your customer journey intelligent and fast. It can operate in background at real-time.

In addition to this, the tool named Mashup can help you to extract data from outside sources by connecting bank’s CRM platform to external databases.

All these accelerators of CUSTOMERNEXT work seamlessly together and can be integrated with any CRM platform used by banks.

This digital journey designed will enable banks to provide true Omni-channel experience to customers and they can complete journeys from anywhere on any device at any time without losing the context. Also the automated eligibility checks and documents collection are important part of these digital journeys designed for banking.

It takes one step further with the feature for cross-selling at real time to get more business from customers with offers customized as per their requirements.