How We Work
If you’ve come to this page, you’re probably already familiar with what CRMNEXT is and what we can do for you, but now comes the question: “How do I get it to work for my financial institution?”
We’re so glad you asked. Read on, friend.
This is what implementation looks like with CRMNEXT
As your partners from day 1, we make it a priority to ensure the implementation process runs as smoothly as possible for you and your team.
Check out this short video to see how we kick things off.
Integration is our super power. No, really.
We talk a lot about breaking down siloes and uniting all customer or member data in one place to make it orchestrated and actionable. While that starts with a two-way integration with your core, that’s not where it ends.
Below are just a sample of the different systems we’ve integrated with to make CRMNEXT the best platform for our FI clients. Don’t see a key system of yours on our list? Ask us if we can integrate with it (the answer will almost surely be a resounding YES).
Ready to talk shop with our implementation team?
Fill out your info in the form and we’ll get to work setting up a meeting for you to pick our brains about everything integration and implementation.
