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OvationCXM

Orchestration platform to streamline bank & payments operations·ovationcxm.com

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OvationCXM is a customer journey orchestration platform for banks, fintechs, and payment providers that coordinates onboarding and servicing workflows across internal teams, systems, and third-party partners. It provides a no-code journey builder, real-time journey visibility, embedded AI for automation and insights, and integrations with core banking and CRM platforms. The platform aims to reduce fragmentation between disconnected systems and speed up onboarding, support resolution, and revenue.

What it's for

customer onboarding orchestrationcustomer servicing/support orchestrationcommercial card application to activationmerchant services managementtrade finance supplier managementtreasury management onboarding and servicepayments and merchant onboardingremote support and field services for in-store technology

Features 17

  • Agentic Transaction Control Layer (ATCL) to authenticate and govern AI and human agents
  • AI Studio for embedded intelligence and automation
  • Alerts and triggers for early issue detection
  • Audit trail spanning AI agents, teams, systems, and partners
  • Cross-team and cross-partner coordination
  • Dashboards and analytics for journey and CX quality metrics
  • Ecosystem-wide transparency and issue resolution
  • Embedded AI copilot and automation for support agents
  • Fintech Connector Network for partner integrations
  • Integration with legacy banking platforms (Salesforce, Fiserv)
  • Journey segmentation and personalization
  • No-code drag-and-drop journey builder
  • Proactive AI-driven insights
  • Real-time journey deployment without IT involvement
  • REST APIs with full CRUD functionality across business objects
  • SAML2-based single sign-on integration
  • Single journey timeline for internal workflows and customer-facing progress

At a glance

API
TypeWeb app
DeploymentCloud
PlatformsWeb
Forbanks, fintechs, payment providers, community banks, enterprise and regional banks, retail and consumer goods companies
CompanyBoomtown Network Inc.

Integrations

SalesforceFiservServiceNowIBM LinuxONEIBM ZPayPalFISDXCAvidXchangeGD/PoyntFinzeo by ApptechFortisIndeflexMaverickMerchantENational LinkPayaRectangle HealthRevSpringScanSourceShopwaveStaxSwipeSimpleVivid

Complianceself-reported

SOC 2PCIADA 2.1

Resources

Pricing

Pricing is packaged rather than per-seat/user ('We never price by seats or users'). Basic CX, Pro CX, and Enterprise CX are named tiers with described inclusions. Custom CX requires contacting the vendor for pricing. Optional AI capabilities are billed via an access fee plus usage.

Basic CXQuote

Streamline internal processes and manage CX workloads for fast resolutions. Pricing not publicly disclosed; company states it never prices by seats or users.

Pro CXQuote

Enhances Basic CX with Journey Orchestration for end-to-end visibility. Pricing not publicly disclosed.

Enterprise CXQuote

Elevates Pro CX with cross-organizational Journey Orchestration across expanding business ecosystems. Pricing not publicly disclosed.

Custom CXQuote

Contact us for pricing.

Last checked 29 days ago·