Business Partners


The CustomerXPs Partner Program is a global go to market enablement program designed to help potential Business Partners monetize market opportunities and help customers and prospects leverage our acclaimed Customer Engagement, Enterprise Fraud Management and Anti-Money Laundering Product innovations to become more competitive.

This Guide outlines how VARs, Systems Integrators, Managed Service Providers, Consultants and Independent Software Vendors can engage profitably with CustomerXPs. The Program’s primary objective is to accelerate success as we go to market together. The Program’s framework equips you with the resources necessary that enable you to sell and implement our acclaimed product innovations for global banks. The Program helps you accelerate success in your geography by delivering tangible benefits via competitive market offerings that directly improve your revenue, profit and cost savings.


The CustomerXPs’ Partner Program helps you develop deeper consultative selling and Banking solution skills - a must-have in today’s financial technology landscape. Besides delivering higher value to your customers and greater competitive advantage to your organization, it opens doors to newer and larger opportunities in the hyper-dynamic banking technology market. Sales of banking software licences helps improve your bottom line by adding more margin revenues to your sales. This guide provides a basic understanding of our partner program framework and provides a glimpse of the key components such as: –

  • Collaboration Models
  • Product Training
  • Marketing Support
  • Sales Support
  • Technical Support

CustomerXPs’ product innovations help global financial institutions radically transform their risk and compliance management. Our products enable banks to deliver exceptional customer service, increase market share, manage risk better and comply with regulations while lowering operating costs.

Consulting Partner
Our Consulting Partners provide consulting services such as business transformation and strategy, implementation, as well as related delivery services. Complementing CustomerXPs services consulting resources, our consulting partners provide additional CustomerXPs trained and certified consultants.

Solution Partner
Solution Partners provide software, technology, and data solutions as well as Banking support services. Our solution p artners help drive business value by developing and deli vering additional in tegrations, extensions, and other complementary solutions for our products. We encourage our Solution partners to develop accelerators to help ease in tegration with our products.

Infrastructure Partner
Infrastructure Partners offer software and hardware technology infrastructure to our mutual customers.


CustomerXPs Partner Program is a global enablement program that helps Business Partners monetize highvalue opportunities. The Program today has grown substantially and comprise premier partners who provide consulting services and solutions to enhance, extend, and complement the capabilities of our products. CustomerXPs worldwide partner community helps contribute to the success of our mutual customers by delivering our software implementations, value-added solutions and strategic guidance on Banking best practices.

Referral Partnership
The Referral Partner introduces the sales opportunity and assists in closing of sales. This requires a fundamental understanding of our Customer Engagement, Enterprise Fraud Management and Anti-Money Laundering Product innovations and their benefits to customers, but does not require any technical knowledge of the products.

Value-Added Partnership
Value-Added Partners combine their expertise with our product capabilities to provide a symbiotic business relationship to prospective customers. Value-Added Partners introduce new business opportunities, actively assist in sales closure and drive the support/services component of the project.


Supportive resources across the marketing cycle help you leverage demand/lead-gen opportunities. Support is also provided to help you deepen your relationships with your existing clients.

Building awareness for products, services and solutions in the market is critical. Our co-marketing fund helps you build demand-generation for our solutions via co-branded campaigns. CustomerXPs works closely with partners for conducting / sponsoring co-branded events and campaigns in your geography. Value-add Partners are eligible to work with dedicated marketing professionals to develop and execute specific marketing campaigns to drive demand.

Market Intelligence
CustomerXPs Partner Program makes available premium market research to premier partners. Exclusive insights are offered on a variety of strategic business areas, including market overview, industry trends, competitive positioning and leading-edge technologies and solutions.


Teaming with CustomerXPs connects you with opportunity. We help you manage opportunities across the sales cycle and assist you at every step to help you monetize all potential sales opportunities.

Sales Kit
Periodic Sales Workshops help partners upgrade their skills in p ositioning our products in their markets. Partners receive comprehensive Sales Kit comprising essential collateral, product literature and sales closure forms to aid the sales p rocess. Select strategic partners have the added bene fit of a dedicated Account Manager and p ricing support.

Sales Support
The Program provides access to skilled consultants and pre-sales specialists to support partners in proposal development and product demo preparations. You receive direct access over the cloud to our product demo environment specifically configured to your market scenarios.


Partners gain direct access to our skilled, technically certified IT specialists and subject matter experts.Engaging them early in your sales cycle helps you shrink sales closure timelines.

Application Access
Partners receive cloud access to training/ test environment configured to their sales territory to help increase their product knowledge and product testing during project implementation.

Technical Support
From product and solution enablement to pre- and post-sales technical support, our Partner Program provides you with resources to help you build, design, sell, implement and support our banking technology products. Resources are available via online, remote and onsite support options.

Add-ons Development & Integration
We support our partners for developing and delivering additional integrations, extensions and complementary solutions for our products. We encourage and provide technical support to develop accelerators that help ease integration with our products.


Periodic training sessions conducted by our senior banking technology experts help you understand the nuances and intricacies of our niche products.

Sales Workshops
Short interactive online sessions enable your sales team to map prospect requirements, position our products accurately and understand how to enhance sales efficacy.

Product Trainings
Deep-dive product walk-throughs provide in-depth knowledge to help partners appreciate how our solutions can help banks leverage niche technology to transform their business growth as well as risk & compliance management. Advanced technical and functional training is provided to select premier partners.


To initiate the onboarding process as a CustomerXPs Business Partner, please send us your details.