The platform
Every module, one architecture
Queue management, omnichannel engagement, voice, AI self-service, an enterprise helpdesk, the customer spine and analytics — unified behind a single login, one admin console and one bank-grade architecture you can run in your own cloud.
One architecture
A single platform, split for the bank
A perimeter tier serves the browser, kiosk and display; an internal tier is the only one that touches your data. One identity provider, verified independently by each tier.
Public edge
Customer browser, kiosk & display — over an encrypted connection.
Segmented perimeter
cxOptima perimeter tier
Web experience, session layer and request proxy. No database. No identity-admin secret.
Internal network
Internal tier
Application core and real-time events. The only tier that touches data.
Database
Customer & domain data — never internet-facing.
Single sign-on. Both tiers verify tokens independently against the identity provider’s published public keys — a separate trust boundary, so a compromised perimeter can’t forge access to the internal tier.
The modules
Turn on what each branch needs
Thirteen modules across the branch, engagement, service, the customer spine and the platform itself — activated independently, sharing one login, one design system and one admin console.
Branch
Everything on the branch floor — from ticket to teller to display board.
Engage
Every conversation, on every channel, including voice.
Service
Requests tracked to resolution, with policies and orchestration behind them.
Customer
The customer spine every interaction hangs off — and the relationships around it.
Insight & Platform
What leadership measures, and the console that governs the whole institution.
Shared by every module
The capabilities underneath all of it
One customer spine
Every interaction lands on the same customer
Identities resolve into one customer record, so a branch visit, a chat, a call, a case and a survey all appear on one timeline — and segmentation and consent travel with it.
- Identity resolution with reversible merge
- Unified activity timeline across every channel
- Segments, tags, tiers and lifecycle stages
- Consent ledger enforced on outbound messages
One admin console
Run every branch, user and capability from one place
Provision branches, assign roles, tune the permission model, theme the product and activate capabilities per branch — from a single administrative console, with one audit trail across all of it.
- Branch, user and role administration
- Editable permission model, enforced on the server
- Appearance theming and a separate customer brand layer
- Per-branch capability activation and one audit trail
One customer portal
A branded self-service portal customers actually use
A single portal for your customers — knowledge base, AI assistant, forms, document signing and feedback — carrying your institution’s brand end to end, because every colour is a design token.
- Branded portal with AI assistant and knowledge base
- E-forms, document signing and case submission
- Case tracking through to resolution
- Event-triggered satisfaction surveys
