Customer relationship management and knowledge management

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/retail

Personetics gives banks tool to drive customer engagement

Personetics, the global leader in AI-powered Cognitive Banking, today announced the launch of PrimacyEdge, a groundbreaking product designed to help banks achieve primacy by understanding their customers’ relationships with other financial institutions, and providing a personalized, programmatic approach to strengthening loyalty and increasing share of wallet.

/retail

India's Esaf Bank selects SugarCRM for relationship management

ESAF Small Finance Bank (ESAF SFB) has selected SugarCRM as a key technology partner to support its digital transformation as part of ESAF Bank’s multi-year StratoNeXt initiative.

/wealth

Advanta Wealth selects Aveni AI for customer service

Aveni.ai, specialists in AI for Financial Services, has been selected by Advanta Wealth, the nationwide chartered wealth management business to enhance adviser customer service and reduce administrative time.

/retail

CBI roll out Zafin platform for personalised customer insights

Zafin, the strategic platform partner that banks trust to accelerate innovation and deliver transformative customer value, today announces the launch of Transaction Enrichment.

/retail

TBC Bank Uzbekistan lifts customer experience with Genesys Engage

TBC Bank Uzbekistan (TBC UZ), the country’s largest digital bank, announces that it has integrated Genesys, a global leader in customer experience, into its customer care operations, as the digital banking powerhouse continues to invest in its key infrastructure in the country.

/retail

allpay to help social housing providers tackle rising rent arrears

New findings from the National Housing Federation (NHF) reveal that rent arrears among tenants on Universal Credit remain significantly higher than those paying by other means - a challenge allpay Limited is helping social housing providers tackle head-on.

/payments

Finova rebrands, powering 1 in 5 UK mortgages

Finova, one of the UK’s leading mortgage and savings technology providers, today launches its new brand identity following a transformative year of strategic growth. The rebrand follows the merger with MSO (a carve out from Iress), funded by investment from Bain Capital Tech Opportunities, Octagon Capital and the Finova management team.

/wealth

Practifi taps AI from Zocks to improve wealth management workflows

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management.

/Customer relationship management and knowledge management

Apiture Digital Intelligence now pulls data from core banking platforms

Apiture, a leading provider of digital banking solutions, announced today from ICBA LIVE 2025 that its Data Intelligence solution has been enhanced to include data from its clients’ core banking solutions, transforming how community banks and credit unions understand and engage with their account holders across all channels.

/ai

Personetics rolls out new AI tools for closer bank/client engagement

Personetics, the company transforming how banks build and monetize customer relationships, announced a series of new features for its AI-powered flagship product, Personetics Engage.

/payments

Gocardless embeds direct debits and instant payments into Financial Cloud CRM platform

Financial Cloud, a leading provider of enterprise software solutions, has partnered with global bank payment company GoCardless to improve payments for financial service providers in the UK.

/ai

DeepTarget and FinGoal combine to transform routine transaction data with AI engagement platform

Community banks and credit unions can now increase their understanding to better serve their customers’ needs through a new partnership between DeepTarget Inc. and FinGoal.

/startups

Fintech startup backed by ex-Deputy PM of Kazakhstan launches CRM system for US community banks

Today, TurmaFinTech, a new fintech startup helping US community banks bridge the technological gap, increase sales, beat customer churn, manage customer relationships and provide targeted customer communications, has announced its launch.

/retail

EbankIT joins forces with Inbenta

ebankIT, a leading omnichannel digital banking platform provider, is proud to announce a strategic partnership with Inbenta, a global leader in AI-powered customer experience and employee engagement solutions.

/payments

Cardlytics releases new customer data Insights Portal

Cardlytics, the digital advertising platform, has today launched its new Insights Portal, providing brands and marketers in the UK with flexible access to anonymised customer spending trends data.

/retail

eKeeper launches Finova Broker entity

finova Broker, formerly known as eKeeper Group, today launches as a dedicated arm of the finova brand, bringing a fresh, focused approach to supporting the needs of the intermediary sector.

/retail

KB Bank overhauls customer data management with Ataccama

KB Bank, part of the Société Générale Group, has implemented a standardised, integrated customer data hub to overcome data challenges and boost customer experience with data management platform, Ataccama.

/retail

VPBank selects CleverTap for ccustomer engagement programme

VPBank, one of Vietnam’s largest private banks, partners with CleverTap, the all-in-one customer engagement platform, to deepen understanding of customers and their aspirations and use the insights to deliver hyper-personalized experiences to users, at scale.

/cloud

Cloud Invest and Dynamic Planner collaborate on CRM

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud.

/wholesale

Glia launches Unified Interactions Index Calculator

Glia, the leader in customer interaction technology, today announced the launch of its Unified Interactions Index Calculator, providing a seamless, guided digital process for financial services companies to benchmark themselves against over 500 peer companies.

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