The Next-Gen Customer Banking CRM Experience

Innovative Equation of 24+ Years of Avanza's Banking CRM Expertise + Salesforce’s #1 Technology Platform for Intelligent Customer Journeys!

Maximize Each Customer Value with Our One Shop Banking Solution,

Built to Connect, Capture, and Convert Customers
Unison FuXion is the synergy of experience and technology, offering the perfect equation for innovation using CRM, data, and AI—all built to seamlessly connect with customers, capture valuable insights, and convert every interaction into lasting relationships.

This suite of powered CRM/CXM platforms unites Avanza's 24 years of Banking CRM and Financial Service Industry knowledge with Salesforce CRM’s innovative technology platform to transform the banking landscape, enhance customer journeys, optimize internal processes, and drive substantial growth in the CRM for Banking Industry.

Customer Experiences with Gen-AI

Unison FuXion’s advanced generative AI capabilities enable banks to synthesize customer information, creating comprehensive and coherent summaries. This empowers banks to understand and respond to customer demands more effectively.

By generating insightful and tailored recommendations, our solution enhances customer interactions, delivering a seamless and enriched experience. Unison FuXion’s AI-driven approach optimizes various banking operations, ensuring that banks can provide exceptional value and maintain a competitive edge in the CRM for Banking Industry.

Ready-Made Connectors with Service Bus

Unison FuXion integrates seamlessly with Salesforce, utilizing our proprietary service bus to facilitate efficient data exchanges across diverse banking applications and services. Our solution excels in harmonizing scattered information from different departments, consolidating it into a unified view.

This integration allows for the generation of comprehensive insights, enabling each department to access a cohesive perspective of customer data. By leveraging these insights, Unison FuXion provides personalized customer journeys and supports decision-making based on individual preferences, ensuring a tailored and effective approach to customer service and engagement.

Ready-Made Connectors with Service Bus

Unison FuXion integrates seamlessly with Salesforce, utilizing our proprietary service bus to facilitate efficient data exchanges across diverse banking applications and services. Our solution excels in harmonizing scattered information from different departments, consolidating it into a unified view.

This integration allows for the generation of comprehensive insights, enabling each department to access a cohesive perspective of customer data. By leveraging these insights, Unison FuXion provides personalized customer journeys and supports decision-making based on individual preferences, ensuring a tailored and effective approach to customer service and engagement.

Efficient Solutions for Banking Operations

Unison FuXion takes Salesforce CRM to the next level with Gen-AI powered, ready-to-deploy banking-specific features, including Unified Customer Insights, Enhanced Revenue Opportunities, Contextual Marketing, and Advanced Service Quality.

It guarantees rapid implementation and optimized operations, minimizing the need for extensive customization in financial services. Effortlessly attract new customers, nurture existing relationships, enhance retention, and cultivate loyalty with our leading Banking CRM solution.

Next-Gen Banking CRM Suite with Generative AI for Optimized Operations

Unison FuXion is packed with features designed to revolutionize your banking operations

One-Window Solution

  • Unified Agent Interface
  • One Shop Customer Experience
  • Integration with Core Banking Systems and others
  • Streamlined Customer Onboarding

Service Quality Excellence

  • Pre-Configured Service Processes
  • Optimized Complaint Resolution
  • Service Request and Case Management
  • Customer Service Analytics

Sales Optimization & Market Opportunities

  • AI-Powered Sales Offerings
  • Sales Pipeline Management
  • Cross-Sell & Up-Sell Journeys with Opportunity Scoring
  • Contextual Marketing Prospects

Process Automation & Business Productivity

  • Straight-Through Processing (STP)
  • Optimized Departmental Workflows
  • Customizable Drag-and-Drop Workflows
  • Strategic Account Planning & Engagement Reports

Explore Unison FuXion,

the Go-To Solution for All Banking CRM Needs

Why Unison FuXion is the Best Salesforce CRM for the Banking CRM Industry

Unified Customer Insights

AI-Driven Personalization

Tailored Analytics for Banking Personas

Contextual
Marketing

Cohesive Industry-Leading Integration 

Enhanced Revenue Opportunities

Behavior-Based
Offers

Omnichannel Integration

Get live Demo of the Best Salesforce - based Banking CRM Platform

Experience the Next Gen Customer Relationship Management in Banking and operational efficiency with a live Unison FuXion demo. Contact us today to learn more about how our Salesforce-based Banking CRM solutions can empower your operations.