Customer relationship management and knowledge management

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/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.

/cloud

Fiserv launches cloud-based CRM platform

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions , has launched EnteractSM, a new, cloud-based customer relationship management (CRM) platform for financial institutions.

/wealth

Just Wealth deploys Openwork-developed CRM system

Financial Advice firm, Just Wealth has implemented a state-of-the-art customer relationship management (CRM) system, ConcertHub, to support wealth advisers to deliver exceptional service to clients.

/retail

Doxim launches omnichannel CCM tech in UK

Doxim, the leading customer communications management (CCM) and engagement technology provider serving financial and regulated markets, today officially announced the launch of its omnichannel CCM solution in the United Kingdom.

/retail

Basiq and Personetics partner for one-on-one banking personalisation

Basiq, a financial API platform backed by Plaid, Westpac, Salesforce and NAB has partnered with Personetics, the leading global provider of data-driven personalisation and customer engagement solutions for financial institutions.

/payments

Azimo implements USU customer support package

USU is equipping online money transfer service Azimo with its knowledge management solution for customer service.

/retail

Backbase forms partnership with Zafin

Leading engagement banking platform provider Backbase announces today that it has partnered with Zafin, the global leader in SaaS cloud-native product and pricing solutions for banks, to integrate Zafin’s relationship-based product and pricing capabilities into its Engagement Banking platform.

/retail

Dollar Bank taps Argo for customer services suite

ARGO, the leading provider of high-value technology and analytical-sciences software for the financial services and healthcare industries, announced that through their suite of retail banking technology, customers of Pittsburgh-based Dollar Bank will have a secure, seamless customer experience across all delivery channels.

/retail

Capco and Envizage join forces

Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, today announced a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services.

/Customer relationship management and knowledge management

Artesian takes the wraps off Artesian Connect

Artesian Solutions, a leading provider of client relationship intelligence and risk solutions, has today announced the launch of Artesian Connect, a new way to solve complex and high-value frontline and middle office commercial banking challenges.

/Customer relationship management and knowledge management

eKeeper launches new CRM system for lenders with The Cambridge Building Society

eKeeper has today launched a new customer relationship management (CRM) system for lenders.

/retail

DigiBankASIA picks Backbase digital engagement platform

Backbase, a Global Engagement Banking software provider, has been selected by DigiBankASIA to offer its full-stack digital engagement banking platform solution for UNObank.

/retail

Swedbank rolls out Meniga customer engagement tech

Meniga, the global leader in AI-driven digital banking solutions, has partnered with Swedbank, a leading bank in the home markets of Sweden, Estonia, Latvia and Lithuania, to launch new services to increase customer engagement.

/wealth

Brewin Dolphin implements Objectway client management software

Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON:BRW).

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