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    4.7 / 5.0
    Customer References56 total
    About

    CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management, and lead management. For more information, visit www.crmnext.com

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    4.7 / 5.0
    Customer References13 total
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    International Private Banking Systems is a specialist provider of wealth management software for the private banking sector. The company began operations in 1993 and the flagship product, IPBS, is a fully integrated accounting and management information system that provides all of the front, middle and back office support services required by international private banks, trust companies, mutual fund administrators and wealth management professionals.

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    Portfolio Plus is an open banking platform that includes software applications for loans, mortgages, term deposits, retail banking, and more. With secure, industry proven solutions powering some of Canada's largest banks, SIT helps drive business for tech-savvy, hyper-connected financial institutions. They help their customers create their success stories by providing the most efficient software needed for optimal performance.

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