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Engaged customers. Better processes.
All in one powerful platform.

Deploying a digital-first solution doesn’t have to be hard. CEDAR CX is a straightforward SaaS Customer Communications Management (CCM) platform built to remove roadblocks between you and your customers, all while ensuring compliance at every customer touchpoint.

What CEDAR CX Does

Customer experience management in a single, unified CCM platform. Enabling engagement in a digital world. Designed with the needs of the financial services industry in mind.

What Is Your Fragmented Customer Experience Costing You?

0 %+

of customers demand an omnichannel experience

0 %

of customers would switch to a bank that offers anytime, anywhere accessibility

0 %

of customers describe most service interactions as fragmented

0 %

of customers are willing to share their data for a more personalized experience

0 %+

of consumers are looking for better integration between the physical and digital

0 %

of customers say they would switch banks if communications don’t meet expectations

Who We Help

Banks, P&C insurance companies, retirement, wealth, consumer and finance leaders benefit from CEDAR CX’s powerful CCM solution, purpose-built with highly regulated and data intensive businesses in mind.

How We Help

Customer experience solutions that integrate seamlessly with legacy systems to drive enhanced customer engagement.


True Omnichannel Engagement Is Our Passion

We’ve been pioneering communications solutions for financial services businesses for almost 30 years. We know everything about the industry because it’s where we come from. We’ve built a solution tailored to the specific issues our clients face – from digital CX to real-time, rapid messaging we empower our clients with the best CCM solution on the market.

SaaS Support

We work with you to make sure both you and your customers are successful.

With CEDAR CX Technologies, customer communications equal better experiences for your customers. But CCM also equals better experiences for our clients. When you work with us, we help you shape your entire communications strategy to be more efficient, agile, and engaging across all channels. You can feel confident that you’ll have support as your customers’ communications needs evolve over time. Our unparalleled support team is your partner in crafting quality customer experiences with CCM tools that will always be cutting-edge.

Professional Services

Our team of CCM experts is here to help. From free consulting workshops to crafting persuasive communications campaigns, CEDAR CX is dedicated to providing our clients with first-class support. We leverage our decades of experience improving the way businesses connect to their customers to guide our clients through every stage of their customer experience transformation.

Our customer experience professional services are tailor-made to fit our clients’ needs. Whether you want to take a do-it-yourself approach, need us to do it for you, or want to work together as a team, we’re here.

  • Consulting
  • Change Management
  • Design
  • Implementation
  • Education & Training

CEDAR is the best vendor we have.

Sr. Executive, Consumer Deposits & Strategy

Fortune 500, top 25 largest banks

CEDAR’s communications capabilities were CRITICAL to our success as a digital bank.


Top 25 regional bank

CEDAR allowed us to meet our True North objective to dramatically improve how we deliver both print and digital information, to enhance our documents and deliver communications using the channel chosen by our customers.

Sr. Executive

Fortune 500, Wealth and Investment Company

I started out thinking there is no way we can complete this core modernization and deploy CEDAR. Now I am convinced that there is no way we could have completed this core migration without them.

Sr. Executive

One of U.S.’ largest retailers of used cars

CEDAR’s capability has allowed us to retire 5 separate communication systems and shave two years off the core migration, saving us millions of dollars in just implementation costs.

C Suite Executive

Top 15 auto finance company

Partnering with CEDAR was a very easy decision. They had delivered on their promises with the implementation of our billing document and did the same with Personal Lines SDO. Their goal has always been the same….deliver ‘value’ to our company.

VP, Customer Experience

Top 100 property-casualty insurance company

I can’t believe CEDAR’s capabilities exist – when we have to make a change to a communication from our internal platform it takes [us] months. It’s not nearly as easy.

Sr. Executive, Top 20 Multinational

Financial services corporations

Our migration initiative is a huge success! From the IT standpoint, our partnership with CEDAR has been exceptional, setting the tone for a highly collaborative and productive environment. Business partners are thrilled with the execution and [we’ve added] several additional components [to the] original project scope.

Director, Relationship Management

Fortune 500 regional bank

Transform Your Fragmented Customer Experience

Learn why so many best-in-class financial services businesses choose CEDAR CX to elevate their customer communications management. Schedule a free demo with one of our CCM experts.