Latest Customer relationship management and knowledge management News: Finextra Research

Research/Customer relationship management and knowledge management

Rebundling: The Next Stage of the Fintech Evolution

22 July 2022 788 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 1385 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

Research/Customer relationship management and knowledge management

Payments Transformation: Emerging Stronger

10 March 2022 913 downloads

Company update/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.

28 February 2022

Research/Customer relationship management and knowledge management

The Future of Embedded Finance 2022

28 February 2022 1283 downloads

Research/Customer relationship management and knowledge management

Getting tech right: Selecting the right software products to fulfil the digital demands of banking

31 January 2022 422 downloads

Research/Customer relationship management and knowledge management

Open Banking Europe 2022 - What’s next for Open Banking?

18 January 2022 1330 downloads

Research/Customer relationship management and knowledge management

Will banks use digital security as a post-pandemic differentiator?

17 January 2022 376 downloads

News/wealth

Itaú Unibanco acquires Brazilian cloud-based brokerage firm Ideal

Latin American bank Itaú Unibanco will purchase Ideal in two stages, acquiring 50.1% of the share capital initially before making a secondary acquisition of shares worth R$651 million (US$117 million) and taking control of the company.

14 January 2022

Company update/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.

11 January 2022

News/retail

Santander accidentally sends customers £130m

According to The Telegraph, Santander is attempting to claw back from its competitors a sum of £130 million, which was erroneously sent to 75,000 accounts on Christmas day, as the result of a payments duplication.

30 December 2021

Research/Customer relationship management and knowledge management

The Future of Digital Banking in Asia 2022

22 December 2021 1017 downloads

Company update/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).

20 December 2021

Research/Customer relationship management and knowledge management

The Reinvention of Card Payments

17 December 2021 1208 downloads

Company update/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.

09 December 2021