Latest Customer relationship management and knowledge management News: Finextra Research

Research/Customer relationship management and knowledge management

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

29 July 2021 206 downloads

Company update/wealth

InvestCloud wins wealth management deal with BNP Paribas

InvestCloud, an award winning global FinTech firm that designs and creates financial software for some of the most prestigious banks, wealth managers and asset managers in the world has been selected by BNP Paribas Wealth Management to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and nurturing high-net-worth (HNWI) client relationships.

22 July 2021

Company update/retail

Heritage Bank rewrites Prosper CRM with Timestar

Australian software development company Timestar has partnered with Heritage Bank to pioneer a significant upgrade of its Prosper CRM software, which has been totally rewritten to meet the demands of the modern work environment.

21 July 2021

Company update/cloud

Fiserv launches cloud-based CRM platform

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions , has launched EnteractSM, a new, cloud-based customer relationship management (CRM) platform for financial institutions.

29 June 2021

Company update/wealth

Just Wealth deploys Openwork-developed CRM system

Financial Advice firm, Just Wealth has implemented a state-of-the-art customer relationship management (CRM) system, ConcertHub, to support wealth advisers to deliver exceptional service to clients.

28 June 2021

Company update/retail

Doxim launches omnichannel CCM tech in UK

Doxim, the leading customer communications management (CCM) and engagement technology provider serving financial and regulated markets, today officially announced the launch of its omnichannel CCM solution in the United Kingdom.

24 June 2021

Research/Customer relationship management and knowledge management

The Future of Payments 2021

23 June 2021 1436 downloads

Research/Customer relationship management and knowledge management

The advantage of Machine Learning in preventing fraud

17 June 2021 391 downloads

Research/Customer relationship management and knowledge management

Identity verification’s integral position in evolving digital transformation

15 June 2021 326 downloads

Research/Customer relationship management and knowledge management

Refreshing Payment Orchestration for a digital future

11 June 2021 421 downloads

Research/Customer relationship management and knowledge management

Factoring of the Future - Why Factors need to look to the Cloud

10 June 2021 254 downloads

News/wealth

Nutmeg hits £3bn in assets after record growth

Digital wealth manager Nutmeg has announced that it has surpassed £3 billion in assets under management following a record 72% year-on-year growth.

27 April 2021

News/cloud

Funding Options unveils cloud-based lending platform for SMEs

Funding Options, the data driven marketplace for SMEs, has launched Funding Cloud, an integrated real-time cloud-based platform to navigate the complexity of the fragmented lending market.

27 April 2021

Research/Customer relationship management and knowledge management

What’s your 2025 outlook?

19 April 2021 1130 downloads

Company update/retail

Basiq and Personetics partner for one-on-one banking personalisation

Basiq, a financial API platform backed by Plaid, Westpac, Salesforce and NAB has partnered with Personetics, the leading global provider of data-driven personalisation and customer engagement solutions for financial institutions.

24 March 2021

Research/Customer relationship management and knowledge management

Corporate Onboarding: Will it become a competitive differentiator for banks in a real time world?

16 March 2021 759 downloads

Company update/payments

Azimo implements USU customer support package

USU is equipping online money transfer service Azimo with its knowledge management solution for customer service.

09 March 2021

Company update/retail

Backbase forms partnership with Zafin

Leading engagement banking platform provider Backbase announces today that it has partnered with Zafin, the global leader in SaaS cloud-native product and pricing solutions for banks, to integrate Zafin’s relationship-based product and pricing capabilities into its Engagement Banking platform.

25 February 2021

Research/Customer relationship management and knowledge management

The Future of Regulation 2021

08 February 2021 838 downloads

Company update/retail

Dollar Bank taps Argo for customer services suite

ARGO, the leading provider of high-value technology and analytical-sciences software for the financial services and healthcare industries, announced that through their suite of retail banking technology, customers of Pittsburgh-based Dollar Bank will have a secure, seamless customer experience across all delivery channels.

02 February 2021