Original Research | 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. Read more
OvationCXM Survey Finds 69% of Finance Leaders Would Pay Banks for Agentic AI Connectivity
AI agent are coming to banking, and 522 finance leaders told us their plans for adopting it and how it affects their banking choices. Read more
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... Read more
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. Read more
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. Read more
Clean Data, Seamless Journeys: Why Embedded Forms are the Future of CX
Forms is OvationCXM's newest capability, empowering data collection inside Journeys. Read more
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. Read more
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? Read more
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. Read more
How Banks Track Onboarding Today: Email, Spreadsheets and Workarounds
How do banks typically track onboarding processes and why doesn't it work? Read more
Unleash Modern CX: Re-introducing CXMEngine Experience
Meet the new CXMEngine, re-engineered to be easier and faster to precisely orchestrate customer journeys. Read more
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. Read more
Treasury Management CX Insights | Business Banking Customer Experience Report
Discover what treasury management customers expect from onboarding and support, discovered from our CX research. Read more
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. Read more
OvationCXM Named Best CXM Platform by Wealth & Finance International
We are excited to be recognized for our AI-powered CXM technology. Read more
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. Read more
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. Read more... Read more
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. Read more
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. Read more
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. Read more
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... Read more