Customer relationship management and knowledge management

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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.

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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.

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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.

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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.

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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.

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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.

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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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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.

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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).

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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.

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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.

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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.

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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.

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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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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.

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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.

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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.

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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.

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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.

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