Customer relationship management and knowledge management

223 articles tagged with this keyword

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Why Technology is No Longer a Challenge, and Strategy is the New Obstacle

At SBS Summit in Paris, Eric Bierry, CEO, SBS and Deputy CEO, 74Software joined FinextraTV to discuss how customer behaviour is changing. This behaviour, Bierry said, means that with evolutions in digital capabilities, technology is no longer a challenge but the mindset of the banks serving their customers is. Bierry emphasises that, within these strategies, the ability to retain a human element should be front-of-centre with a key part of this being hyper-personalisation. Here, Bierry describes the sometimes contrasting balance of customers need quality personalisation, whilst also requiring minimal KYC interruptions within their banking experience.

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Jump acquires Mobile Assistant

Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, today announced its acquisition of Mobile Assistant, a leader in advisor transcription services.

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Purplebricks Mortgages taps JammJar customer service tech

Purplebricks Mortgages has appointed customer service technology partner JammJar to help deliver a faster, smoother and more personal experience for every mortgage customer.

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SBS shakes off legacy label, positions itself at the forefront of fintech

Opening their 5th SBS Summit, delivered from a venue close to the Eiffel Tower in Paris, Eric Bierry, CEO, SBS and deputy CEO, 74Software set the tone for a day of future-forward discussions, seeking to leave behind a former perception of being a dated legacy player.

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First City Credit Union boosts member communications with Eltropy

Eltropy, the leading AI-powered digital conversations platform for community financial institutions, announced today that First City Credit Union has selected its Unified Platform to improve how it communicates with members across all departments and channels.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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'.

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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.

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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.