Additional Tools to Extend Your CXM Platform.

More CX capabilities to power journeys, boost productivity and deliver results. Add what you need, as you need it.

Add-on CX Management Tools Unlock More

Optional CX capabilities take our CXM platform even further – helping you gather documents and information in-journey, surface relevant knowledge instantly and transforming journeys from today’s state to tomorrow’s ideal.

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Additional CX Management Tools That Scale With You.

CX Manager - One place to manage customer inquiries, tickets and communication

• CX Manager brings together CRM, case management, communication and partner activity into one workspace.
• Teams resolve issues faster, deliver consistent experiences and maintain real-time visibility of CX across the ecosystem, in one place.

See How CX Manager Works

Knowledge Delivery - The right answer by prompt

• Our real-time GenAI knowledge assistant serves up your relevant content, policies and guidance to teams quickly - no deep searching, no lag.
• Reduce training time, improve resolution accuracy and equip teams to be subject matter experts.

See Knowledge Delivery in Action

Dynamic Forms - Simplify Information Gathering

• Gather customer information in-journey and after, with customizable onboarding and compliance forms, surveys and document collection. Deploy quickly with our template library.
• Reduce duplication, manual effort and errors with logic controls and auto validation.

See How Forms Automate Journeys

Journey Mapping & CX Consulting - A road map to profitability

• Maximize business line profitability and journey orchestration with CX consulting. From journey mapping to clear action plans, we offer recommendations to maximize revenue.
• Used by banks to launch new products, streamline commercial onboarding and optimize ecosystem CX operations.

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FAQ: More CXM Tools

Learn how additional CXM tools give you even more CX orchestration power.

• Are these tools included in your CXM platform?
• Can I leverage one tool without using the others?
• How do these add-on tools improve operational efficiency?
• How do your CXM tools help banking leaders manage complex journeys?