Customer relationship management and knowledge management

News/wealth

Carlyle to buy intelliflo for up to $200m

Investment firm Carlyle has agreed to buy intelliflo, a cloud-based practice management software for independent financial advisors in the UK, from Invesco in a deal worth up to $200 million.

26 August 2025

Finextra TV/wealth

The Importance of Events: Trust, Partnership & Education

Joining the FinextraTV studio at the Communify Fincentric Experience, Michael Rodgers, EVP - Events, Communify Fincentric explains the benefits of an industry event and how they provide a strong, trustworthy space to connect with clients and suppliers alike, as well as informing, education and inspiring. Using AI as an example of the overwhelming market of information, Rodgers describes how events have a special way of cutting through that noise and complexity.

13 August 2025

Finextra TV/ai

How to Handle AI Scepticism as a Banking Leader

Speaking to FinextraTV, Runki Goswami, Global Marketing Head & CMO at Newgen Software, and Varun Ghai, Associate Vice President (P&S), UK & EU, Newgen software discuss the use of AI and technology in banking against a backdrop of heightened customer needs. Explaining the different elements that are now available to banks, Goswami and Ghai also help to define what good leaders look like in this new era of technological change and scepticism.

06 August 2025

Research/Customer relationship management and knowledge managementEvent Report

Modern onboarding: Optimising KYC through data integration and AI

04 August 2025 219 downloads

Finextra TV/wealth

How The Future of Data is Personalisation & Scalability

Stepping away from a busy Communify Fincentric User Experience 2025, Nicole Nakashian, Chief Operating Officer, Communify Fincentric spoke with FinextraTV on the process behind product development. Discussing security and customer protection, Nakashian explains how events help to contextualise the importance of products and how the future will feature higher data personalisation and quality data for heightened scalability.

15 July 2025

Long read/Customer relationship management and knowledge management

Sehrish Alikhan Reporter at Finextra

Solving modern KYC challenges

15 July 2025

Research/Customer relationship management and knowledge managementImpact Study

Reimagining customer journeys: How can banks upscale experience and boost retention?

16 June 2025 331 downloads

Finextra TV/retail

Modern Banks Must Adapt to be More 'Phygital'

Describing the evolution of modern banking, Sovan Shatpathy, SVP, Product Management & Development, Oracle Financial Services joined the FinextraTV virtual studio to explain how banks can thrive. As well as contextualising the current landscape and offering insights into the way that banks are now focussing more intently on the customer journey, Shatpathy asserts that all banks cannot be physical or digital, they must be 'phygital'.

30 May 2025

News/ai

Temenos Community Forum welcomes an era of innovation, customer centricity and agentic tools

Temenos CEO Jean-Pierre Brulard opened this year’s Temenos Community Forum (TCF), in Madrid, Spain, with an impassioned speech focused on customer and partner gratitude.

22 May 2025

Finextra TV/cloud

How Knowledge Bases Enable Trusted Insights

During a quiet period at the 2025 Communify Fincentric Experience, Yaela Shamberg, Chief Product Officer, sat down with FinextraTV to give her outlook on the current technological landscape. From the innovation of componentization, data knowledge bases and brand differentiation, Shamberg discusses the main optimisms for 2025 in Fintech.

28 March 2025

News/predictions

U.S. Bank: New technology is not always the answer to customer need

In the fintech industry, we often hear of growing innovations and iterative developments on existing technologies that seek to reimagine our world. Many are successful, many are groundbreaking but it is true, in a market of increasing transformation, that there are also products invented without a need for them.

28 March 2025

Finextra TV/retail

What Does a Reimagined Banking World Look Like?

In this FinextraTV interview, Saraswathy Parthasarathy, COO, Universal Banking, Finastra, opines on how technology is influencing and driving a reimagined banking world. We are not on the brink of a new era of financial services: the future is already here. According to Parthasarathy, we are living in a world where a customer-centric approach is the only way forward, financial products are integrated seamlessly into our lives and banking is no longer a separate service – it is value-based and can now be done on the go, enabling banks to keep up with changing customer preferences.

26 March 2025

News/markets

Chetwood Bank: Offering stability in a volatile market

Finextra spoke to CEO of Chetwood Bank, Paul Noble, about the organisation’s new developments, and how market volatility is impacting savings and mortgage products. Noble has a background in private equity and asset management, previously working in big banks, including a role in the acquisition of Tandem Bank.

21 March 2025