Customer relationship management and knowledge management

196 articles tagged with this keyword

/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.

/payments

Online Checkout and Payment Security – Balancing Act and Moving Target?

In this FinextraTV interview, Mark Barnett, President Europe, Mastercard and Alexa von Bismarck, President EMEA, Adyen, explain how the payments industry must strike a balance between providing an efficient consumer experience and a secure experience. From Chip and PIN to Tap and Pay to using a device to pay to purchasing online now – where most of the security issues sit – the pair discuss how tokenisation could be a solution for mitigating the moving target of fraud and friction.

/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.

/Sibos

Overcoming Transaction Banks’ Cross-Border Payments Pain Points

In a FinextraTV interview for Sibos 2024, Chad Wallace, Global Head of Commercial Solutions, and Alan Marquard, Global Head of Transfer Solutions at Mastercard, discuss existing pain points for banks in facilitating commercial cross-border payments, including trapped liquidity and high rates of failed payments. As global trade grows, they see opportunities in developing solutions that help banks overcome these issues and transform the experience for their corporate customers.

/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.

/retail

Backbase opens Amsterdam HQ

Backbase, the creator of the Engagement Banking Platform, celebrated the grand opening of its global headquarters at Oosterdoksstraat 114 in Amsterdam.