Customer relationship management and knowledge management

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/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.

/retail

Forward Bank boosts personalisation with Larky

Larky, a fintech provider helping financial institutions proactively connect with their audience in the right place and at the right time, today announced its launch with Marshfield, Wis.-based Forward Bank.

/retail

Ideal Credit Union taps Alkami for digital sales

Alkami Technology, Inc. (Nasdaq: ALKT) (“Alkami”), a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., today announced its client, Ideal Credit Union, has launched the Segmint data and marketing solution via the Alkami Platform to provide a powerful new way for it to connect members with the banking products they need most.

/people

Agent IQ boosts exec team

Following its recent announcement of a successful $10 million Series A funding raise, Agent IQ, a provider of digital customer engagement solutions specializing in making financial services more personal again, announced the addition of fintech industry veteran, Michael Lee, as the company’s new chief sales officer, and the promotion of Soren Bested to chief operating officer.

/retail

Finastra unveils Digital Banking Insights app

Finastra today announced the availability of Finastra Digital Banking Insights, an app for Fusion Digital Banking that harnesses the power of data and advanced analytics to provide financial institutions with actionable insights into account holder behavior.

/retail

HawaiiUSA Federal Credit Union signs for Ignite Sales member engagement platform

Ignite Sales, Inc., the leader in retail banking customer and member engagement technology, today announced that HawaiiUSA Federal Credit Union, the state’s largest credit union, has selected its member engagement platform to enable them to drive member growth by delivering differentiated, personalized member experiences.

/payments

Truelayer adds WooCommerce plugin

TrueLayer, Europe’s leading open banking platform, today announced the availability of TrueLayer Payments for WooCommerce plugin, enabling ecommerce SMBs to seamlessly add instant, secure account-to-account payments to their website. Luxury watch retailer BQ Watches is one of the first businesses to implement payments powered by TrueLayer using the plugin.

/security

MX launches processor tokens for user verification

MX, a leader in Open Finance, today announced the general availability of MXapi Processor Tokens — an innovative way to verify a user’s financial account information in a secure, simplified, API-data exchange.

/wealth

Rathbones picks InvestCloud for client lifecycle management

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.

/people

Tier1 appoints Megan Howe MD, North American sales

Tier1 Financial Solutions (“Tier1”), a leading provider of client relationship management (“CRM”) solutions, AML compliance and fraud prevention solutions, has appointed Megan Howe as Managing Director, North America Sales.

/retail

VTB Bank introduces AI to speed up client services

As the bank’s digital transformation strategy, VTB has developed a system that will speed up and improve the recognition of text requests from customers when contacting the bank through a chatbot (either via the VTB app or online).

/retail

Glia and Clinc partner on customer experience for FIs

Glia, a leading provider of Digital Customer Service, today announced its partnership with Clinc, a leader in conversational Artificial Intelligence technology for banking.

/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.

/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.

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