187 articles tagged with this keyword
Research/Customer relationship management and knowledge management
09 December 2021 788 downloads
24 November 2021 252 downloads
12 November 2021 460 downloads
10 November 2021 1113 downloads
05 November 2021 296 downloads
03 November 2021 313 downloads
28 October 2021 546 downloads
03 September 2021 282 downloads
10 August 2021 524 downloads
06 August 2021 223 downloads
29 July 2021 206 downloads
Company update/wealth
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.
22 July 2021
Company update/retail
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.
21 July 2021
Company update/cloud
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.
29 June 2021
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.
28 June 2021
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.
24 June 2021
23 June 2021 1436 downloads
17 June 2021 391 downloads
15 June 2021 326 downloads
11 June 2021 420 downloads
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