Customer relationship management and knowledge management

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/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.

/retail

77 Bank digitises branch customer service with Fujitsu tech

Fujitsu today announced the development of a system that allows customers to easily complete transactions in a concise manner at all branches of the 77 Bank, Ltd. (1) (hereinafter, the 77 Bank) using an “in-store tablet” that utilizes Fujitsu's Customer Engagement Solution CHORDSHIP (hereinafter, CHORDSHIP) built on cloud. Its introduction was recently completed at all of the 77 Bank’s branches in Japan for used since September 2023.

/retail

Backbase launches Integration Platform-as-a-Service

Backbase, a leading Engagement Banking Platform provider, is thrilled to announce the launch of Grand Central, its groundbreaking Integration Platform-as-a-Service (iPaaS).

/retail

Dubai Islamic Bank Pakistan deploys Codebase Digibanc platform

Dubai Islamic Bank Pakistan, one of the country’s leading financial institutions, revealed its enhanced, cutting-edge digital onboarding services for resident and non-resident Pakistanis. Codebase Technologies, Dubai Islamic Bank Pakistan’s longstanding technology partner, accelerated the proposition's time to market by leveraging the flexibility of the Digibanc platform. This platform was used by both teams in 2021 to launch the country's first digital onboarding service for Roshan Digital Accounts.

/wealth

TS Imagine rolls-out dashboard for private banks and wealth managers

TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, today introduces WealthSmart, an innovative, all-in-one system developed for private banks and wealth managers.

/retail

Mahalo Banking and Larky partner to boost account holder engagement

Larky, the market leader in account holder engagement technology, and Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, today announce an expanded partnership that enables all Mahalo clients to benefit from Larky’s nudge® platform and embeds the power of Larky’s innovative engagement technology in Mahalo’s comprehensive digital banking suite.

/retail

StepChange selects finova CRM platform

finova, the UK's largest cloud-based mortgages and savings software provider, has today announced that its award-winning CRM platform will be adopted by StepChange Financial Solutions, a subsidiary of leading UK debt charity StepChange that provides no obligation advice for UK borrowers.

/cloud

Santander taps Salesforce to support UK firms expanding overseas

Salesforce, the global leader in CRM, today announced that Santander UK is using its technology to power Santander Navigator, its digital platform designed to help UK businesses expand internationally.

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