Customer relationship management and knowledge management

217 articles tagged with this keyword

/retail

Finastra unveils Digital Banking Insights app

Finastra today announced the availability of Finastra Digital Banking Insights, an app for Fusion Digital Banking that harnesses the power of data and advanced analytics to provide financial institutions with actionable insights into account holder behavior.

/payments

AFP 2022: US is playing 'catch up' with faster payments - UMB Bank

Uma Wilson, EVP, chief information and product officer for UMB bank, joined Finextra for a chat during a break in the action on the exhibit floor of last week’s AFP conference in Philadelphia. She talked about how banks can best answer calls for product innovation and partnership, and provide solutions to pain points that – in some cases at least – have long plagued customers, especially those in the corporate payments and treasury management space.

/retail

HawaiiUSA Federal Credit Union signs for Ignite Sales member engagement platform

Ignite Sales, Inc., the leader in retail banking customer and member engagement technology, today announced that HawaiiUSA Federal Credit Union, the state’s largest credit union, has selected its member engagement platform to enable them to drive member growth by delivering differentiated, personalized member experiences.

/regulation

FCA overhauls consumer protection with new Consumer Duty

The Financial Conduct Authority (FCA) has confirmed it will roll-out the Consumer Duty, requiring banks and other financial institutions to drastically improve their consumer protection efforts over the next 12 months.

/payments

Truelayer adds WooCommerce plugin

TrueLayer, Europe’s leading open banking platform, today announced the availability of TrueLayer Payments for WooCommerce plugin, enabling ecommerce SMBs to seamlessly add instant, secure account-to-account payments to their website. Luxury watch retailer BQ Watches is one of the first businesses to implement payments powered by TrueLayer using the plugin.

/security

MX launches processor tokens for user verification

MX, a leader in Open Finance, today announced the general availability of MXapi Processor Tokens — an innovative way to verify a user’s financial account information in a secure, simplified, API-data exchange.

/wholesale

Revolut taps Salesforce to scale its business banking operations

Revolut is to hire 2,800 new sales agents in the coming year and use a suite of Salesforce tools to scale up and transform the business banking arm of its operation.

/wholesale

The customer engagement imperative: What banks can learn from the FinTech playbook

Gareth Wilson, UK Banking and Capital Markets business lead, Capgemini & Elias Ghanem, Vice President and Global Head of Capgemini Research Institute for Financial Services, reflect on the growth of digitalization across the industry and a shift in customer needs. They discuss the challenges banks are facing as a result, what they should be investing in and leveraging to tackle this challenge, and how they can use data and AI/ML technologies to create superior customer experiences that drive growth. They also reflect on how positioning the CMO as a customer strategist and chief engagement officer can further enhance growth opportunities.

/cloud

Alkami to buy Segmint

Cloud-based digital banking technology vendor Alkami has agreed to buy financial data analytics and transaction cleansing provider Segmint for $135.5 million in cash.

/wealth

Rathbones picks InvestCloud for client lifecycle management

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.