A CXM Platform Built for Complex Banking Journeys

Smash Silos. Sync Systems. Bring Departments and Partners Together.

Banking customer journeys cross CRMs, ticketing systems, partner portals and core systems. OvationCXM doesn't replace them - it connects them.

• Sync CX data from Salesforce, Fiserv, ServiceNow and more in real time.
• See every customer interaction, whether internal or with a partner.
• Give teams and partners access to the same live journey view.

Map and Orchestrate Complex Journeys - Without Waiting for IT.

Drag-and-drop journey builder launches custom onboarding and servicing flows across different departments, systems and partners.

• Design multi-party journeys with dynamic routing and conditional logic.
• Edit steps instantly - no IT tickets needed.
• Empower business lines to build and optimize their own journeys.

Trigger Smart Actions at the Right Time.

Replace manual processes with AI-powered workflows. Keep customers moving, see issues early and act quickly.

• Automate repetitive steps with AI and rules-based logic.
• Detect drop-off risks and journey friction before they impact customers.
• Refine journeys continuously by applying AI insights.

Empower Support Teams with the Full Story and Right Tools.

Provide context to teams, RMs and partners to help customers faster, with greater confidence.

• Access live journey timelines, including touchpoints and who is responsible.
• View CRM and other partner data, like account status and tickets, directly in-platform via iframe.
• Offer knowledge, recommendations and case and customer summarizations via embedded AI.

Turn CX Insights Into Action - See What's Working.

Measure journey success, spot inefficiencies and fine-tune operations with robust dashboards and detailed analytics.

• Track journey and CX quality metrics across your ecosystem.
• Analyze performance by journey type, product, and customer segment.
• Use AI insights to continually iterate and improve CX outcomes.