Unify the branch floor and every digital channel
Retail and commercial banks run cxOptima across the branch and every channel — queues, agents, voice, self-service, cases and relationship portfolios — behind one login, in their own cloud.
The challenges
What retail & commercial banks face
Long, unfair branch queues
Customers wait without visibility, and priority or special-needs cases aren’t handled consistently.
Channels that don’t talk
Messaging apps, email, chat, calls and branch visits live in separate tools, so no one sees the whole customer.
Compliance & data control
Core-banking and customer data must stay inside the bank’s own infrastructure, with consent and access accounted for.
No end-to-end measurement
Branch and digital performance are reported in disconnected systems, and service levels go unheld.
How cxOptima helps
The modules that solve it
Activate what you need today and grow into the rest — all on one platform.
Queue Management
Kiosk, teller, display board and vocal announcements — offline-resilient.
Omnichannel Engagement
A single-pane agent desktop with a 360° customer view.
Voice
An in-browser softphone with click-to-call, plus a desktop teller companion.
Customer 360 / CRM
One customer record — identity, timeline, segments and consent.
Cases & Helpdesk
Ticketed case management with a configurable state machine and audit trail.
Relationship Management
Portfolio workspaces for relationship managers, over the customer spine.