Latest Customer relationship management and knowledge management News: Finextra Research

Company update/retail

Temenos makes 90 second onboarding pledge

Temenos (SIX: TEMN), the banking software company, today announced that Temenos Infinity now offers a real-time, end-to end account opening and onboarding digital experience in just seconds. The account is fully funded and ready for customer use

23 September 2020

Company update/payments

Iris CRM and Conformance pair up for CRM integration

Iris CRM is proud to announce the integration of Conformance Technologies’ PreComm ToolKit risk assessment and monitoring tool.

18 September 2020

Research/Customer relationship management and knowledge management

The Future of Fintech 2020

03 September 2020 960 downloads

Company update/wholesale

Triodos Bank turns to Artesian for CBILs pre-screening

Artesian Solutions and Triodos Bank, a world leader in sustainable banking, are delighted to announce the deployment of a holistic relationship management platform, designed to support ethical organisations (businesses that provide real impact on society or the environment) affected by the Coronavirus Pandemic.

19 August 2020

Company update/covid-19

Icici Bank provides Covid-19 testing vehicles and PPE to Odisha

ICICI Bank announced that it has taken a series of measures to assist authorities in Bhubaneswar in the fight against the COVID-19 outbreak. The Bank has contributed a mobile COVID-19 testing vehicle to the Bhubaneswar Municipal Corporation (BMC) to help BMC to collect swab samples swiftly from people, including the differently-abled and those who are unable to visit hospitals for testing, across the city. The Bank has also provided 30 threewheelers to differently-abled persons in Bhubaneswar to support their mobility who have been identified by the Department of Social Security & Empowerment of Persons with Disability (SSEPD), Government of Odisha.

17 August 2020

News/startups

Discerning the impact of Covid-19 on fintech firms and their role in financial inclusion

While the fintech industry is still evolving, the evidence so far indicates that it has a key role to play in financial inclusion, according to Ana Fiorella Carvajal, lead financial sector expert at World Bank. This role comprises not just the provision of basic services, such as payments mechanisms, but more recently also the provision of financing to consumers and SMEs.

13 August 2020

Company update/retail

Corelation to offer ChannelNet digital member engagement platform

ChannelNet has entered into a strategic partnership with Corelation to offer ChannelNet’s OneClick Financial , a patented digital member engagement platform.

06 August 2020

Research/Customer relationship management and knowledge management

Onboarding next steps for new and established Digital Banks

14 July 2020 838 downloads

Research/Customer relationship management and knowledge management

Is Request to Pay the System for a World of New Norms?

13 July 2020 973 downloads

Research/Customer relationship management and knowledge management

Shifting to the New Normal in Card and Digital Payments

07 July 2020 891 downloads

News/startups

Defining fintech to better understand the changing ecosystem under Covid-19

When discussing the amorphous nature of fintech, Tania Ziegler, the CCAF’s Global Benchmarking lead was struck by how ‘fintech’ is increasingly used as an all-encompassing term, describing a diverse range of organisations that all have financial technology at the centre of their operations and agenda.

02 July 2020

News/cloud

How the cloud transforms customer experience in financial services

The bar to meet customer expectations across industries has continued to rise. Digital innovation is changing how companies engage their customers in every interaction, particularly how they deliver information as well as products and services.

26 June 2020

Research/Customer relationship management and knowledge management

Wealth Management: Driving Transformation through a 360° Client Lens

18 June 2020 559 downloads

Company update/payments

CRM startup vcita Integrates with Square to accept payments online

CRM startup vcita has teamed up with Square to help small businesses manage their business online.

16 June 2020

News/startups

CCAF, World Bank, World Economic Forum launch survey to research fintech’s role post-Covid-19

Targeting 15,000 fintech firms worldwide, the Cambridge Centre for Alternative Finance (CCAF) announced it has partnered with the World Bank Group and the World Economic Forum to survey industry players and compile data about Covid-19’s impact on the marketplace.

15 June 2020

News/startups

Video conferencing startup Aveni raises £520k

Scottish fintech startup Aveni has raised £520,000 for its video conferencing-based AI technology.

03 June 2020

Company update/people

Tier1 Financial Solutions appoints Jiro Okochi president

Tier1 Financial Solutions (“Tier1”), a leading provider of global relationship management solutions to capital markets, investment banking, and investment management firms, has appointed Jiro Okochi as President, responsible for managing the global operations of the firm.

02 June 2020

Company update/devops

Flybits joins Avaloq.one Ecosystem

Flybits, the world’s first contextual experience platform for the financial sector, has joined the Avaloq.one Ecosystem.

28 May 2020

Research/Customer relationship management and knowledge management

A 3 Step Guide to Driving Customer-Centricity with Big Data

19 May 2020 406 downloads

Company update/retail

Citizens Bank signs with Teslar Software

Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Citizens Bank selected its platform to enhance efficiencies and better serve its customers.

07 May 2020