Customer relationship management and knowledge management

171 articles tagged with this keyword

/retail

Corelation to offer ChannelNet digital member engagement platform

ChannelNet has entered into a strategic partnership with Corelation to offer ChannelNet’s OneClick Financial , a patented digital member engagement platform.

/startups

Defining fintech to better understand the changing ecosystem under Covid-19

When discussing the amorphous nature of fintech, Tania Ziegler, the CCAF’s Global Benchmarking lead was struck by how ‘fintech’ is increasingly used as an all-encompassing term, describing a diverse range of organisations that all have financial technology at the centre of their operations and agenda.

/cloud

How the cloud transforms customer experience in financial services

The bar to meet customer expectations across industries has continued to rise. Digital innovation is changing how companies engage their customers in every interaction, particularly how they deliver information as well as products and services.

/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.

/startups

CCAF, World Bank, World Economic Forum launch survey to research fintech’s role post-Covid-19

Targeting 15,000 fintech firms worldwide, the Cambridge Centre for Alternative Finance (CCAF) announced it has partnered with the World Bank Group and the World Economic Forum to survey industry players and compile data about Covid-19’s impact on the marketplace.

/startups

Video conferencing startup Aveni raises £520k

Scottish fintech startup Aveni has raised £520,000 for its video conferencing-based AI technology.

/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.

/regulation

Transformative regulation finds its feet in 2020

The true benefits and complexities of transformative regulation across financial services is set to become reality in 2020, as firms work to prepare and implement systems to meet compliance standards while maintaining a competitive edge.