Customer relationship management and knowledge management

68 articles tagged with this keyword

/payments

CRM startup vcita Integrates with Square to accept payments online

CRM startup vcita has teamed up with Square to help small businesses manage their business online.

/people

Tier1 Financial Solutions appoints Jiro Okochi president

Tier1 Financial Solutions (“Tier1”), a leading provider of global relationship management solutions to capital markets, investment banking, and investment management firms, has appointed Jiro Okochi as President, responsible for managing the global operations of the firm.

/devops

Flybits joins Avaloq.one Ecosystem

Flybits, the world’s first contextual experience platform for the financial sector, has joined the Avaloq.one Ecosystem.

/retail

Citizens Bank signs with Teslar Software

Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Citizens Bank selected its platform to enhance efficiencies and better serve its customers.

/retail

Finantix upgrades Digital Collaboration Hub

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today launched its latest Digital Collaboration Hub which allows financial institutions to activate a collaboration channel within weeks.

/regulation

Natwest renews CRM contract with Artesian

NatWest, part of the Royal Bank of Scotland Group, has today announced the renewal of its agreement with Artesian Solutions as the Banks’s core relationship intelligence and customer insight platform.

/wholesale

Rabobank implements relationship pricing tech from Brilliance Financial Technology

Brilliance Financial Technology, a global leader in providing end-to-end digital pricing and intelligence, today announced its strategic partnership with Rabobank, the world's largest Food & Agri financial institution based in the Netherlands.

/markets

Tier1 platform ported to OpenFin desktop

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has partnered with OpenFin, the financial industry's operating system, to deploy Tier1’s solutions across financial desktops, streamlining collaboration and end user workflows.