CXMEngine

Spec sheet

What it does

CXMEngine coordinates banking onboarding and servicing workflows across teams, partners, and systems.Read 7 Oct 2026 · ovationcxm.com

Integrations

The integrations page lists connectors including Salesforce, ServiceNow, Slack, Zendesk, and Zapier.Read 7 Oct 2026 · ovationcxm.com

Security

OvationCXM says it completed a SOC 2 examination and uses PCI-compliant infrastructure.Read 7 Oct 2026 · ovationcxm.com

Headquarters

Tiburon, California, United StatesRead 28 Sep 2026 · ovationcxm.com

Founded

2014Read 28 Sep 2026 · ovationcxm.com

Accessibility

The company says customer-facing Knowledge is ADA 2.1 compliant and other customer-facing surfaces are planned for a future update.Read 7 Oct 2026 · ovationcxm.com

AI option

The pricing FAQ says customers can opt out of AI and will not pay for its use when it is turned off.Read 7 Oct 2026 · ovationcxm.com

Analytics

Dashboards and analytics track journey and customer experience metrics across an ecosystem.Read 7 Oct 2026 · ovationcxm.com

Availability

The company states CXMEngine has 99.99+% product uptime and 24x7 NOC functionality.Read 7 Oct 2026 · ovationcxm.com

Custom integrations

CXMEngine offers REST APIs with CRUD functionality, TLS encryption, signed HMAC request headers, and Swagger documentation.Read 7 Oct 2026 · ovationcxm.com

Journey design

Business teams can design and update complex journeys with a drag-and-drop builder without IT.Read 7 Oct 2026 · ovationcxm.com

Journey visibility

Users can view live journey timelines, including touchpoints and task ownership.Read 7 Oct 2026 · ovationcxm.com

Pricing basis

The pricing page says packages are not priced by seats or users and are based on scope of work.Read 7 Oct 2026 · ovationcxm.com

Who it serves

The company names commercial banks and credit unions, payment and commerce companies, and fintechs as customers it serves.Read 7 Oct 2026 · ovationcxm.com

Workflow automation

The platform supports AI-powered and rules-based workflow automation and can detect journey drop-off risks.Read 7 Oct 2026 · ovationcxm.com

Plans and prices

Every CXMEngine plan and price →

Where Specifiction places it

• Customer Experience Management Software#24 of 347.3
• Customer Journey Analytics Software#24 of 347.3