Delivering Insight to Drive Change

A quicker and easier way to unlock actionable insight

Talk to us and get started More about CXFinance

Used throughout the finance sector, CXFinance provides building societies, challenger banks and financial service providers with a single accurate, real-time view of their data estate.

Are you looking to streamline your data and unlock the insights required to drive operational efficiency, increase customer loyalty plus much more?



Deliver a truly ‘self-service’ approach to reporting and analytics which puts the power back into the hands of your business users and delivers answers based on a single version of your data truth.
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Performance manage your organisation with real-time KPI tracking to ensure that it remains on course and hits its targets.
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Increase security and levels of customer trust by tackling cyber-crime, and help stem the increasing tide of fraudulent activity.
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Manage your business better and maximise revenue through insights which enable you to stay close to your customers.
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Share resources with like-minded organisations with similar goals to minimize the costs of delivering sophisticated analytics whilst benefitting from the power of collaboration.
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Retain archive data in a secure and accessible way that does not impact on operational systems.
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Who uses CXFinance?

  • Bath Building Society Logo
  • Hampshire Trust Bank Logo
  • Darlington Building Society Logo
  • Cambridge and Counties Logo
  • Leek United Building Society Logo
  • Newbury Building Society Logo
  • Tipton and Coseley Building Society Logo
  • Progressive Building Society Logo
  • Vernon Building Society Logo
  • PNC Logo
  • Franklin Templeton Investments Logo
  • Danske Bank Logo
  • DNB Logo
  • Societe Generale Logo
  • J.P. Morgan Logo
  • Swansea Building Society Logo
  • Marsden Building Society Logo


  • Single Customer View

    Gain a real time self-service single view of your operational and organisational data
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  • Top 5 Benefits of a Single Customer View

    Find out why your 2019 strategy needs to involve a single customer view
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  • Have you outgrown Excel?

    Looking to get serious about your reporting? Learn how you can go above and beyond the limitations of Excel
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  • Endless Opportunites

    Find out how Hampshire Trust Bank have moved away from Excel and Access Databases to gain real time self service reporting and analytics
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Find out what some of our users have to say…

CXFinance give us a really rounded view […] this was something we were unable to do previously

Hinckley and Rugby BS

Before CXFinance, a single report could be very costly using external resources but that is now something we can build ourselves. It’s a massive saving that we keep reaping and earning on every single day.

Hampshire Trust Bank

I would describe CXFinance as Powerful, Flexible and Intuitive.

Swansea Building Society

Get in touch to discuss your requirements further