OvationCXM's customer journey orchestration engine gives banking teams real-time visibility, partner coordination and AI tools to build, launch and improve journeys quickly.
Design complex onboarding and support journeys, in minutes, without code.
See and apply relevant CX data from Fiserv, Salesforce and more into journeys.
Track progress and next steps across teams and vendors in one timeline.
Apply AI insights for improved journey flows and to surface friction and red flags early.
Launch dynamic journey flows, triggered actions and smart routing based on behavior and other criteria.
Gain up-to-the-minute reporting and drill-down views on journey performance.
Build and manage connected journeys and share them across departments, partners & clients.
Of manual journey steps automated.
Drop in customer attrition.
Faster completion of journeys.
Increase in total NPS scores.
Learn more about how journey orchestration optimizes banking CX.
Customer journey orchestration in banking is the ability to design, automate and continually optimize onboarding and servicing journeys across internal teams and external partners. Unlike siloed workflows, orchestration connects the entire ecosystem — internal teams and tools as well as third-party vendors and partners — to work together as one team. For bank leaders, this leads to fewer broken handoffs, faster time to revenue and reduced customer churn.
CRM and workflow tools manage contacts or internal tasks in specific areas, but they were not built to orchestrate customer journeys that include multiple business lines, departments and third-party partners. OvationCXM lets banks design and coordinate multi-product, multi-partner journeys without code or system updates. They gain a real-time, unified view of progress across their business ecosystem, including steps happening in different platforms and teams. As a result, journeys managed in CXM have reduced abandonment, faster client activation and improved compliance visibility that's not possible with other solutions.
Yes. OvationCXM overlays existing cores, CRMs and fintech platforms without requiring rip-and-replace. It integrates with systems like Salesforce, Fiserv, ServiceNow and more, creating a cohesive orchestration layer. Banks keep the reliability of their core while gaining agility to design and adapt CX quickly. It's one of the advantages of our platform - we are the only solution that brings together your CX customer data from disconnected systems. They become embedded in your banking journey design and view and can even trigger actions across your ecosystem.
Journey orchestration streamlines complex processes by automating repetitive steps, flagging risks and eliminating manual handoffs. With OvationCXM, banks can reduce 10–20% of their journey steps, automate up to 55% of manual tasks and reduce journey timelines by 33%. The result: faster revenue, lower support costs and significantly reduced abandonment.
No. OvationCXM is built for business teams, and features a no-code journey builder. Business line leaders can launch, test and adjust customer journeys without IT resources or waiting for core system updates. This agility helps banks and commerce providers remain competitive in today's market.
Any journey that spans systems, teams or partners, such as treasury onboarding, merchant services activation, commercial card servicing, customer support escalation or compliance reviews can be orchestrated in the platform. We recommend choosing a customer journey in which improved performance will provide a quick impact through reduced costs or growth.