Customer relationship management and knowledge management

171 articles tagged with this keyword

/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.