Bring your third-party partners into your customer journeys so you can design, manage and monitor every touch point, even those that happen outside your institution.
More service visibility.
Drop in onboarding time.
Reduction in support calls.
Plug your solution directly into the customer journeys of leading banks and credit unions for stronger partnerships. Learn about our Connector Network.
Discover how we connect your banking and partner platforms.
Discover how connecting your banking ecosystem improves outcomes.
A banking ecosystem is the interconnected web of systems, departments, vendors and partners that have some role in delivering a banking product or service. Whether that is hardware for a merchant services customer or credit card processor or treasury management products offered by the bank but fulfilled by fintechs. All engage with the customer and fulfill a part of the journey.
Gaining real-time access to your entire banking ecosystem unlocks measurable improvements in both customer experience and operational efficiency. According to McKinsey & Company, banks that integrate with their broader financial ecosystem can lower customer acquisition costs by 10–20% and accelerate revenue growth through cross-selling and upselling opportunities. OvationCXM uses ecosystem access to give you real-time visibility to partner and customer engagements, reduce onboarding times, prevent SLA breaches and increase customer retention by delivering on brand promises.
OvationCXM gives banks visibility into ecosystem third-party partners to monitor service quality in real time and identify red flags with our embedded AI to proactively solve issues before they are a compliance risk. Having a view into the status of customer interactions outside the bank is vital because, ultimately, the institution is held responsible for activity with customers, including services delivered by its vendors. Banks like KeyBank use OvationCXM to manage partner CX, boosting revenue by 10%, reducing attrition by 20%, and increasing satisfaction by 50% in just 13 months.
These business lines are some of the most complex customer journeys in banking. To deliver these products, it requires multiple teams, platforms and partners. Without orchestrating them carefully, journeys stall and customers become frustrated. OvationCXM's capabilities ensure that does not happen. For example, Merchant Services leaders can speed merchant onboarding by connecting key providers like payment gateways, hardware providers and internal teams together to coordinate steps. Treasury teams can track journey progress and provide fast product information to clients using Knowledge Delivery. Trade Finance leaders can reduce costly delays by creating clear steps to methodically collect documents, account for geographic nuances and track progress with global partners. Commercial Credit Card business lines can identify friction points and adjust journey steps that cause customer drop-offs — all while keeping every stakeholder aligned.
You can see the full list of our partner connectors on our fintech page.