Supercharge your CRM with richer information and insights
Get a single view across all your CRM instances, connect to broader firm-wide and external data and understand connections between clients, contacts and target accounts.
Do you want more from your CRM?
Data is scattered across multiple CRM systems for different lines of business with no single view.
CRM data quality is poor with massive amounts of duplicated and outdated information.
Your large investment in CRM technology is yielding limited insights and value beyond basic account tracking.
Get a 360° view of your customers by unifying your CRM
- Ingest data across a single or multiple CRM instances.
- Connect CRM data to broader customer data – such as marketing, channel, product utilization and third-party data – and apply analytical models to generate unique network insights.
- Provide an enriched view of customers, prospects, relationships and related insights to CRM.
Less time spent prospecting
Data resolution accuracy
Why choose Quantexa for a Unified CRM solution
Leverage Dynamic Entity Resolution
Use best-in-class data matching technology to accurately join up disparate data from different CRMs.
Increase data quality
Get rid of duplicated and outdated information and provide visibility on what matters the most.
Add context with Network Generation
Add network connections to provide rich network insights about your customers.
Get the most out of your CRM
Increase CRM adoption and maximize return on investment.
Use the platform for Contextual Decision Intelligence
More solutions that help you drive value from your data
Get a fully Connected Customer view
Go beyond a single customer view by creating a dynamic, holistic view of customers and relationships
Drive more meaningful customer engagement
Embrace opportunities from digital channels and marketing, using a holistic understanding of behaviours, preferences and product and service needs to provide timely engagement at key moments and a differentiated customer experience.
Uncover hidden growth opportunities
Provide sales and business development teams with unique, network-based insights to support better customer management, customer acquisition, product cross-sell and upsell and retention.
White paper
Accelerate revenue growth with customer intelligence
Find out how to identify new prospects, get referrals, better understand your customers’ needs and reduce churn with context and network analytics.
Discovering new opportunities with context
A Tier 1 bank needed to identify new upsell opportunities and increase share of wallet across relationship management business lines.
Our Customer Intelligence solution enabled the bank to:
- Generate £200m of new revenue
- Increase conversion rate by 50%
- Reduce prospecting time by 90%
KYC, Credit Risk and Customer Intelligence
One platform throughout the customer lifecycle
When you understand your customers inside-out, you can see new opportunities, you can spot hidden risks, and you can speed up information-gathering or onboarding processes.
Quantexa’s CDI platform lets you address these three applications in one place, in a single build, and using any data you have access to.
Book a demo
See how our Contextual Decision Intelligence platform helps you better understand your customers, enables data-driven decision making, and speeds up your lending decisions.