Customer relationship management and knowledge management

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/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.

/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.

/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.

/retail

Magnolia FCU taps Pulsate for deeper client engagement

Pulsate, provider of mobile-first engagement solutions that deepen digital banking relationships and cut through noise in consumers’ moments of need, announced today that Magnolia Federal Credit Union has selected Pulsate to enhance member engagement and drive highly targeted communications through the digital and mobile banking channels.

/ai

EQ Bank measures and improves customer trust with Adoreboard AI

A new way to quantify and improve consumer trust by leveraging the latest innovations in artificial intelligence (AI) is being pioneered by EQ Bank, the digital platform of Equitable Bank, Canada’s Challenger Bank™ and seventh largest bank by assets.

/retail

JRNI integrates with Backbase

JRNI, the leader in enterprise-scale global customer engagement for financial services, has announced an integration with Backbase, the creator of the Engagement Banking Platform.

/ai

Crédit Agricole Next Bank chooses InvestGlass for lead management and CRM

In a strategic move to transform the customer experience and automate internal operations, Crédit Agricole Next Bank launched its new lead management platform and CRM in March 2024.

/retail

Finotta brings personalistion to Constellation digital banking platform

Finotta, a provider of embedded fintech for digital banking, today announced a strategic partnership with leading cloud-native digital banking services provider Constellation Digital Partners (Constellation), helping to supercharge the member experience and deepen digital relationships.

/retail

Tandem to implement CRM platform from Financial Cloud

Financial Cloud, a leading provider of financial software solutions for the financial services industry, today announced its partnership with Tandem, the U.K’s greener digital bank.

/retail

Navy Federal Credit Union renews Backbase deal

Backbase, the leading Engagement Banking Platform provider, announces today the renewal and expansion of its partnership with Navy Federal Credit Union, the world’s largest credit union with more than 13 million members and $171 billion in assets, proudly serving U.S. veterans, retired service members and active duty in all branches of the armed forces and their family members.

/people

Xceptor appoints chief client success officer

Xceptor, the intelligent automation platform for financial markets, today announced the appointment of Strath Lanyon as its new Chief Client Success Officer (CCSO), effective April 15.

/people

Monarch names Anthony Alexander VP, operations and delivery

Monarch Professional Services Group (Monarch), a Core10 division providing implementation and customer success services for leading financial service SaaS platforms, today announced Anthony Alexander has been named as Vice President, Operations and Delivery.

/wealth

Söderberg & Partners selects Plannr for back-office

Söderberg & Partners has announced that it has selected specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack.

/retail

Dataroid raises $2m

Dataroid, a leading player in the digital analytics and customer engagement industry, has announced a US$2 million investment from Koç Group’s Private Venture Capital Investment Fund and Isbank's 100th Year Venture Capital.

/retail

First Bank live on Backbase engagement banking platform

Backbase, the global leader in Engagement Banking, announced St. Louis-based First Bank is live on the Backbase Engagement Banking Platform, powering the bank’s transformation strategy to offer a seamless, digital-first experience to its customers.

/retail

Eltropy and Jack Henry team up

Eltropy, a leading digital conversations platform for community financial institutions (CFIs), announced today that Eltropy’s Digital Conversations Platform is now accessible through the Jack Henry™ digital banking platform.

/retail

CRM outfit Insellerate integrates with Finastra

Insellerate, a leading provider of modern CRM and marketing automation solutions for banks, lenders, and credit unions, announced an integration with Finastra’s MortgagebotLOS and Originate solutions.

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