CEO Check-In | OvationCXM
The AI AGENT Act of 2026: Are Your Financial APIs Ready for Machine Intermediaries?
What is the AI AGENT Act? We explore what it contains, the goals and its effect on agentic banking & commerce.
OvationCXM Survey Finds 69% of Finance Leaders Would Pay Banks for Agentic AI Connectivity
AI agents are coming to banking, and 522 finance leaders told us their plans for adopting it and how it affects their banking choices.
When AI Agents Become Banking Customers: What 522 Finance Leaders Told Us
Commercial customers told us they want agentic banking connectivity and are willing to pay for it. Find out more from our research...
The AI Bottleneck: Why Lack of Operational Coordination Limits Banks
AI requires access to organization-wide data to truly scale. Orchestration is the platform that is enabling that.
Inside AI Studio: The Command Center for Bank-Grade AI Orchestration
Explore OvationCXM’s AI Studio, the core intelligence module of our Orchestration Operating System.
Clean Data, Seamless Journeys: Why Embedded Forms are the Future of CX
Forms is OvationCXM's newest capability, empowering data collection inside Journeys.
Scaling AI in Banking: Why Orchestration Is the Missing Infrastructure
AI use cases in banking are limited unless an orchestration layer connects siloes common to the industry.
The High Cost of Manual Communication Workflows: Why Financial Organizations are Turning to AI Assistants
What are the disadvantages of manual communication for banking teams in CX, and how are AI assistants streamlining this work?
Fixing Visibility Issues in Commercial Banking Onboarding & Servicing Operations
How do visibility issues in banking operations affect commercial onboarding and servicing journeys? Learn the impacts and how to solve this problem.
How Banks Track Onboarding Today: Email, Spreadsheets and Workarounds
How do banks typically track onboarding processes and why doesn't it work?
Unleash Modern CX: Re-introducing CXMEngine Experience
Meet the new CXMEngine, re-engineered to be easier and faster to precisely orchestrate customer journeys.
The Green Sheet: Our CEO Shares Insights on What Merchants Want from Payment Providers?
CEO and founder, Alfred (Chip) Kahn joins a panel of payments and fintech leaders discussing merchant expectations in the payment ecosytem.
Treasury Management CX Insights | Business Banking Customer Experience Report
Discover what treasury management customers expect from onboarding and support, discovered from our CX research.
How Banks Can Effectively Orchestrate Stablecoin Customer Journeys
Learn how banks can orchestrate stablecoin journeys—connecting teams, systems, and compliance to deliver secure, real-time payments at scale.
OvationCXM Named Best CXM Platform by Wealth & Finance International
We are excited to be recognized for our AI-powered CXM technology.
2025 Merchant Services CX Report: How Banks Can Improve the Journey From Onboarding to Support
Discover our CX research on how businesses rate merchant services onboarding & support experiences from their bank.
OvationCXM Named to 2025 AI Fintech100
OvationCXM has been named to the prestigious 2025 AIFintech 100 list for the innovative use of AI in our CX management platform.
The Real State of Business Banking Support: Why Good Interactions Aren’t Enough
Our latest research reveals what business customers really think of their banking support —and why journey orchestration provides a competitive edge.
Key Trends in AI Support for Business Banking
Our business banking research reveals how comfortable business owners are with AI voice & chatbots in their financial services support.
Businesses Banking CX Trends, By Bank Type
Different bank types have unique customer bases, so we explore how each segment responded to our research on banking CX.
Solving CX Frustrations and Friction in Business Banking Onboarding
33% of business banking customers said they would give more business to their financial services provider if they had a smoother onboarding journey. Read more...
The Business Banking Customer Experience Report
This powerful banking research reveals what businesses say about their financial services CX.
Unleashing AI Innovation at Scale: IBM z17 Mainframe is Here
OvationCXM is proud to partner with IBM as they launch IBM z17™ to accelerate the modernization of mainframe applications with generative AI.
Solving Fragmented Customer Journeys in Banking
Banking is complex so its customer journeys are also complex. How can they solve fragmentation and improve CX?
Trends in CX and AI
Our head of product, Alan Finlay, shares his perspective on the CX and AI trends for 2025.
Predictions for banking, CX and technology
OvationCXM CEO and founder Alfred (Chip) Kahn shares his predictions for the next year for banking, CX and tech.
Fixing Merchant Services CX: How Banks Can Reduce Attrition With Better Onboarding
Banks that offer merchant services enjoy positive business impacts. Find out why and how to modernize this important bank offering.
The State of Community Banking - What’s Ahead?
What's the state of community banking and what's ahead? We share the research.
Empowering Community Banks: A New Era of Efficiency with CXM
Community banks are investing in technology to realize more value from their legacy systems and elevate their CX.
How to Use AI to Design More Effective Customer Journeys
AI is making it easier to orchestrate customer journeys that are more effective and seamless, growing revenue and reducing attrition.
Trade Finance: Streamline Supplier Management
Trade finance buyer/supplier management is complex and usually manual. In this Q&A, learn the impact of modernizing.
AI Voice Chatbots: The Future of Customer Support
AI voice chatbots can cut support costs while allowing customers to self-serve more quickly. Learn more...
OvationCXM’s New Customer Journey Builder: Journey Orchestration with Drag and Drop Ease
New and improved Journey Builder Adds personalized customer paths using conditional logic. Read more...
MerchantE Expands OvationCXM Partnership and Goes Live on its CXM Platform
MerchantE Goes Live on OvationCXM's CX management platform, expanding the partnership.
Knowledge Module Now Fully ADA Compliant
Our Knowledge module is now WCAG compliant, enhancing usability and access to those who rely on assistive technologies.
How Banks Can Gain Visibility and Control In Trade Finance
Trade finance is a complicated customer journey for banks to monitor and manage. Explore potential steps to overcome the risks and challenges.
OvationCXM + IBM to Bring Bank Householding and Customer Segmentation to IBM LinuxONE and IBM Z
OvationCXM + IBM Brings Bank Householding and Customer Segmentation to IBM LinuxONE and IBM Z.
Banking and Compliance: How to Reduce Service Governance Risk Using Real-Time Data
How to use real-time data sharing to gain control over your bank's compliance monitoring in a complex and growing ecosystem of partnerships.
April Newsletter
Read about our new PayPal collaboration, how OvationCXM + Salesforce work together, managing partner CX and more.
Spotlight: OvationCXM's API Libraries and Embedded Apps
Boost CX by integrating data from other apps securely into our platform and trigger actions in other systems to boost CX with our new API and embedded app capabilities.
Taming Third-Party Risk in Banking Ecosystems
Banks are highly scrutinized by regulators, and that extends to customer experience delivery. How do you manage service governance of partners fulfilling parts of your customer journey?
Elevate your Customer Experience with OvationCXM and Salesforce
How does OvationCXM vs. Salesforce stack up for managing customer experiences? We take a deep dive into both to discover how they complement one another.
CXMSpotlight March Newsletter
In this issue of CXMSpotlight, our CEO talks about CX in complex industries, plus Fintech Meetup and Generative AI Expo takeaways.
OvationCXM and PayPal Collaborate To Elevate Merchant Experiences Through PayPal’s Complete Payments Platform
The collaboration combines PayPal’s innovative PayPal Complete Payments Platform with OvationCXM’s customer experience management, partner network, and industry expertise.
Vivid Commerce Expands Adoption of OvationCXM to Optimize its Merchant Experience
Vivid Commerce, a full-service payment and commerce provider, expands its partnership with OvationCXM.
OvationCXM Joins IBM LinuxONE Partner Network
OvationCXM Joins IBM LinuxONE Partner Network to Accelerate Modernization for IBM Z Customers and expand its customer experience management capabilities.
OvationCXM: Nationwide Field Services Provider in the US and Canada
What do our field service technicians provide? We support in-store merchant technology, network management, and low-voltage cabling for some of the biggest brands in the US and Canada.
CEO Catch-Up: Takeaways from 2023 and What's Next for 2024 in CX
What was the big story in 2023? What's next for CX? OvationCXM's Founder and CEO, Chip Kahn weighs in during this Q&A.
The CX Year in Review and Look Ahead
OvationCXM leaders including co-founders, CEO Chip Kahn and President Tim Attinger, look back on CX in 2023 and share predictions.
Powering up Customer Journeys and Connected Ecosystems with AI: A 2023 Product Recap
Get an update on the pioneering customer experience management capabilities our product team introduced to our platform in 2023.
The Symphony of Seamless Customer Journeys: CEO Chip Kahn Joins Science of CX Podcast
Learn about the benefits of customer journey orchestration across complex ecosystems in this podcast with CEO and founder Chip Kahn.
Outsourced Customer Support Using CX Services from OvationCXM
CX Services provides you with outsourced customer support services that enhance ROI and provide flexibility in any economy.
Benefits of Outsourced Field Services Support for In-Store Merchant Technology
OvationCXM's nationwide field services support is one part of our comprehensive customer experience technology and solutions suite.
Customer Experience Management Technology: Must-Have or Nice-to-Have?
Brands say CX is a priority, but only 1 in 10 customers claim they receive excellent service. Is CX technology necessary to bridge this gap?
Lessons From the Best Customer Experience Brands
There's a handful of brands repeatedly awarded for their elite CX delivery. Learn what they do to achieve consistently excellent CX.
AI Trends in Customer Experience for 2023 and Beyond
Discover the latest AI trends transforming customer experience in 2023 and beyond. Alan Finlay, Head of Product, shares expert insights on generative AI, use cases, and integration strategies.
The Path Forward: OvationCXM and AI
Learn what is happening in CX related to AI, and our strategy and vision for helping enterprises use it to maximize CX delivery.
OvationCXM Launches New Wave of Generative AI Capabilities in Its CXM Platform
OvationCXM today announced the infusion of generative artificial intelligence (AI) into our CXMEngine platform.
How Community Banks Can Innovate Faster
Community banking systems, like legacy cores, are slowing innovation. Best in breed CX platforms can overcome this rigidity.
The State of CX in 2023: A Midyear Check-in with OvationCXM Founders
At the midyear point of 2023, our CEO and President share their thoughts on what's happening in CX in banking and across enterprises related to artificial intelligence and the economic downturn.
Six Roadblocks To Resolving CX Frustrations Quickly
What are the six obstacles to resolving customer experience problems, and how can they be overcome?
30% of Businesses Report 4+ Contacts Needed to Solve Banking Onboarding Issues
If time is money, business banking customers say they've wasted a significant amount just trying to resolve onboarding issues, leading to frustration and attrition...
Credit Union Mergers & Acquisitions Complicate CX
The credit union industry is being transformed by mergers and acquisitions that can lead to disjointed customer experiences...
Why Connecting Siloed Banking Systems Pays Off
Financial institutions compete today with retail giants embedding financial products into their offerings. How do they compete?
3 of 4 Businesses Have Abandoned Their Banking Product/Service Onboarding Because of Bad CX
Learn what businesses reported as their top frustrations in their banking experience in our 2022 Financial Services CXM Impact Report.
What is a Customer Journey Map, and Why do it?
What is customer journey mapping and why is it important for an enterprise that needs to optimize its customer experience?
Customer Experience Management Best Practices
Customers are constantly modifying their tastes and demanding more from their CX.