Latest Customer relationship management and knowledge management News: Finextra Research

Company update/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.

07 February 2023

Company update/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.

21 December 2022

Company update/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.

17 November 2022

Company update/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.

03 November 2022

News/payments

AFP 2022: US is playing 'catch up' with faster payments - UMB Bank

Uma Wilson, EVP, chief information and product officer for UMB bank, joined Finextra for a chat during a break in the action on the exhibit floor of last week’s AFP conference in Philadelphia. She talked about how banks can best answer calls for product innovation and partnership, and provide solutions to pain points that – in some cases at least – have long plagued customers, especially those in the corporate payments and treasury management space.

31 October 2022

Research/Customer relationship management and knowledge managementSentiment Paper

Seeking Approval - Acquirers vs. Transaction Fraud

25 October 2022 464 downloads

Research/Customer relationship management and knowledge management

The Future of Digital Banking in North America 2023

21 October 2022 1154 downloads

Research/Customer relationship management and knowledge management

Banking as a Service: Predictions for 2023

20 October 2022 1004 downloads

Research/Customer relationship management and knowledge management

SaaS: The case for building a new banking business model

03 October 2022 519 downloads

Company update/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.

07 September 2022

Research/Customer relationship management and knowledge management

Mainframe to Cloud: How to shift applications

05 September 2022 331 downloads

News/regulation

FCA overhauls consumer protection with new Consumer Duty

The Financial Conduct Authority (FCA) has confirmed it will roll-out the Consumer Duty, requiring banks and other financial institutions to drastically improve their consumer protection efforts over the next 12 months.

27 July 2022

Company update/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.

27 July 2022

Research/Customer relationship management and knowledge management

Rebundling: The Next Stage of the Fintech Evolution

22 July 2022 791 downloads

Company update/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.

19 July 2022

Research/Customer relationship management and knowledge management

The Future of Digital Banking in the UK 2022

07 July 2022 1386 downloads

News/wholesale

Revolut taps Salesforce to scale its business banking operations

Revolut is to hire 2,800 new sales agents in the coming year and use a suite of Salesforce tools to scale up and transform the business banking arm of its operation.

16 June 2022

Finextra TV/wholesale

The customer engagement imperative: What banks can learn from the FinTech playbook

Gareth Wilson, UK Banking and Capital Markets business lead, Capgemini & Elias Ghanem, Vice President and Global Head of Capgemini Research Institute for Financial Services, reflect on the growth of digitalization across the industry and a shift in customer needs. They discuss the challenges banks are facing as a result, what they should be investing in and leveraging to tackle this challenge, and how they can use data and AI/ML technologies to create superior customer experiences that drive growth. They also reflect on how positioning the CMO as a customer strategist and chief engagement officer can further enhance growth opportunities.

10 May 2022

Research/Customer relationship management and knowledge management

Can you afford compliance?

25 April 2022 461 downloads

News/cloud

Alkami to buy Segmint

Cloud-based digital banking technology vendor Alkami has agreed to buy financial data analytics and transaction cleansing provider Segmint for $135.5 million in cash.

29 March 2022