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"excerpt":" Orchestration platform to streamline bank & payments operations Download our new research, AI Agents: From Experiment to Execution >> Platform How it works Orchestration platform overview Journeys Design & manage customer journeys in real time Ecosystem Guide CX across multiple providers Agentic Transaction Control Layer (ATCL) Authenticate and govern customer AI agents AI Studio Embedded intelligence & automation Knowledge & Context Create, manage and deliver enterprise intelligence More CXM Tools Other tools to supercharge CX delivery CX Services AI-enabled remote and field activation services Industries Enterprise & Regional Banking Drive deposits, retention & revenue Community Banks Simplify technology onboarding & adoption Fintechs Learn about our Fintech Connector Network IBM & OvationCXM Learn more about our partnership Payments & Commerce Fast ROI with on-brand experiences Retail & Consumer Goods Back-office operations CX at scale Resources About About Us See our mission and values Newsroom Keep up with the latest news in CX Login Contact Us Login Contact Us Keep complex bank journeys moving across systems, teams and partners. Coordinate operational execution across the financial ecosystem so high-stakes onboarding and servicing journeys move predictably, at scale. Request a Demo See How It Works Built to streamline complex customer journeys Banking service delivery is complex, comprised of separate, disconnected workflows in dozens of systems. OvationCXM orchestrates those operations, from end to end to speed up time to revenue. Why bank onboarding and servicing breaks down Operations don't fail inside systems — it fails in between them. This creates gaps between hand-offs that lead to slow customer frustration and churn. Common operational challenges: Work happens in multiple applications and tools. Ownership of tasks and next steps is unclear. Dependencies and status are not visible in real time. Coordination relies on manual followup: email, spreadsheets, phone calls. How OvationCXM orchestrates complex banking operations No-Code Design See All Steps Built-In AI Ecosystem CX Design Journey Operations Allow business lines to build compliant multi-party workflows without IT. Real-time Deployment Launch new journeys and change existing ones instantly - no code. Ecosystem Collaboration Complete tasks and solve issues across internal departments and external vendors. Single Journey Timelines See internal workflows and customer-facing journey progress in one timeline. Customer and Team Transparency Keep business lines, vendors and customers on the same page. Alerts & Triggers Find out about problems early, and solve issues before customers abandon. Proactive Insights Gain in-depth analysis to detect issues and uncover hidden opportunities. Segment and Personalize Personalize journeys using CX and core data to strengthen banking relationships. Automated Orchestration Equip support agents with AI-powered knowledge, copilot and automations. Plug into Legacy Platforms Integrate with Salesforce, Fiserv and your other banking platforms. Connect Tools & Teams Coordinate data and tasks across internal silos and third-party partners. Ecosystem-Wide Coordination See and resolve issues quickly with ecosystem-wide transparency. Orchestration platform overview See how it works. Where orchestration solves complex problems Merchant Services Better manage your complex payments ecosystem. Learn more Commercial Card Move businesses through application to activation more quickly and easily. Learn more Trade Finance Modernize paper-intensive supplier management. Learn more Digital Asset Management Move stablecoins and tokenized assets without rebuilding your architecture. Learn more Treasury Management Transform treasury management service and onboarding. Learn more Payments & Onboarding Accelerate merchant acquisition & activation with seamless journeys designed for payment providers. Learn more Trusted by top banking providers Praised by teams everywhere Read OvationCXM customer success stories. Banking "[Our] partnership allows KeyBank to provide small businesses with a superior overall experience in conjunction with a best-in-class merchant processing solution." Jon Briggs KeyBank Read Case study Payments “With OvationCXM’s platform and support services, I can focus on growing our business knowing our customers are getting the product support they need…” Derek Henmi Vivid Payments Read Case study Payments “OvationCXM is a strategic partner for us and is an integral part of our ability to deliver great customer experiences...” Sandie Ryan Rectangle Health Read Case study Did You Know? OvationCXM is partnering with IBM LinuxONE to connect banks’ mission-critical data to our AI-powered CXM platform. Gain a unified view of your customers, drive actionable insights, and deliver exceptional experiences. Learn More OvationCXM outcomes Operatio",
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