Banking’s New Mandate: Embrace Disruption with Digital Advantage
In an era defined by volatility, stringent and changing regulations, and rising customer expectations, banks face an urgent need to transform the way they create value.
The opportunity lies in creating personalized experiences rooted in data and AI to drive superior service experiences, retain customers, and grow assets under management.
Boost Loyalty with Personalized Experiences and Greater Efficiency
At Bridgenext, we specialize in guiding banks from a desire to improve customer experience into execution. We simplify complexity across technology stacks, modernize legacy systems, automate critical processes, and unlock AI-driven insights that empower employees and customers alike. From onboarding and personalized banking to dispute resolution, every initiative is designed to deliver faster response times, lower costs, higher satisfaction, and stronger revenue, turning disruption into competitive advantage.
Banking Segments We Serve
Whether retail or commercial, your customers are expecting faster, simpler, and more responsive experiences. From seamless digital payments to personalized services, the demand for speed and convenience has never been higher. Let us help you and your teams unlock their full digital potential with a holistic set of solutions, including strategy, technology, and innovation, focused on what matters most, driving new revenue and retaining growth customers.
Retail Banking
Commercial Banking
Credit Unions
Payments
Bridgenext Banking Solutions
Our banking services are designed to accelerate digital transformation, enhance customer experience, and drive operational excellence for increased loyalty via:
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Modernize legacy systems with cloud-native platforms, platform migrations, composable architecture, and Open Banking-ready APIs.
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Deliver hyper-personalized experiences with AI-powered 360° views, predictive offers, and smarter fraud detection.
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Streamline onboarding, account maintenance, disputes, compliance, and loan processing with AI-led automation, self-service, and digital assistants for your internal operations.
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Create and deploy digital AI assistants to handle queries, guide employees, simulate training, resolve disputes, to costs, and speedup resolutions.
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Unlock real-time insights with modern data platforms, BI dashboards, and advanced risk and portfolio analytics.
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Unify touchpoints through omnichannel strategies, intuitive UX, and Salesforce Financial Services Cloud integration.
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Shape strategy, align on KPIs and accelerate banking workflows, dispute-resolution use cases, and a cross-functional Prompt Library.
Bridgenext Banking Automation Accelerator –
Powered by Salesforce and Financial Services Cloud (FSC)
Precision automation delivers value where it matters most, with proven scalability and rapid deployment to drive tangible results. We help banks unlock automation between your core banking systems and your Salesforce investments that allows you to service your customers faster and more effectively.
- Service Cloud to Financial Services Cloud Migration: Move from legacy, custom Salesforce Service Cloud implementation to modern, out-of-box, low tech debt Financial Services Cloud platform.
- Customer Onboarding and KYC: Automate account opening and customer verification activities.
- Account Maintenance: Automate everyday requests like KYC updates, contact changes, or nominee updates, without manual review.
- Disputes: Resolve issues faster with rule-based triaging, SLA-driven workflows, and proactive updates.
- Complaints: Improve compliance and customer trust with structured intake, tracking, and resolution workflows.
Why Work with Us
- Our 360 end-to-end offerings combine systems integration expertise with product development acumen and managed services capabilities.
- We are building directly for Salesforce product teams, including FSC, and that helps you stay on the forefront of innovation.
- As an Agentforce launch partner, we are aligned with Salesforce Product Teams to help them and their end customers develop some of the earliest Agentforce applications, including Trust agents for highly regulated businesses.
- We combine a product-led approach with engineering knowhow, data & AI expertise and design thinking to construct the best possible solutions to maximize your investments and grow revenue faster.
Our Work
Digital Bank Reduces Processing Time by 75% Through Disputed Debit Card Chargeback Processing Automation
Robotic process automation eliminates repetitive, time-consuming and error-prone manual processes to accomplish business goals.
Banking Institution Dramatically Increases Customer Satisfaction by Optimizing their Help Desk
Bridgenext’s managed L1/L2 help desk team increases first call resolution by 60%.
New York-Based Bank Achieves Seamless Transition to New U.S. Headquarters
Bridgenext ensures 750 employees are digitally enabled at new headquarters location within one week.
Resources
How AI & Automation are Transforming the Customer Experience in Banking: On Demand Webcast
Smarter banking operations with Salesforce and Agentforce.
How AI & Automation are Transforming the Dispute Customer Experience in Banking: On Demand Webcast
Delivering better dispute management with Salesforce and Agentforce.
