Customer relationship management and knowledge management

62 articles tagged with this keyword

/wealth

Söderberg & Partners selects Plannr for back-office

Söderberg & Partners has announced that it has selected specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack.

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Danish fintech Safty raises DKK11.3 million

Danish fintech company Safty has raised DKK11.3 million in venture capital, led by Upfin and supported by prominent angel investors, including Danske Bank board member Jacob Dahl.

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Dataroid raises $2m

Dataroid, a leading player in the digital analytics and customer engagement industry, has announced a US$2 million investment from Koç Group’s Private Venture Capital Investment Fund and Isbank's 100th Year Venture Capital.

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Digital Onboarding raises $58m

Boston-based SaaS fintech Digital Onboarding has raised $58 million from Volition Capital.

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Changing the future of credit with agile engineering

In this episode of Unplugged, Harry Jell, CTO at Yonder, talks with Andrew Smith from RTGS.global, about building a successful credit card company in today’s financial climate. They discuss the seamless use of merchant data for user rewards, the importance of AWS and Kubernetes for scalability, and explore potential avenues to enrich transaction data.

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First Bank live on Backbase engagement banking platform

Backbase, the global leader in Engagement Banking, announced St. Louis-based First Bank is live on the Backbase Engagement Banking Platform, powering the bank’s transformation strategy to offer a seamless, digital-first experience to its customers.

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Eltropy and Jack Henry team up

Eltropy, a leading digital conversations platform for community financial institutions (CFIs), announced today that Eltropy’s Digital Conversations Platform is now accessible through the Jack Henry™ digital banking platform.

/payments

Agile digitalisation for future-focused issuers

Jos Veendrick, the Regional Head for Continental Europe at TSYS, a Global Payments company, assesses the challenges issuers face with legacy technology and the growing demand for convenience and personalisation in digital transactions. Our discussion covers cloud-based services and API-centric approaches, addressing industry needs and anticipating future growth in the digital payments landscape.

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The positive impact of AI on customer experience in financial services

With the shift from Google to GPT-4 for information searches, Greg Krasnov, the founder of Tonik Bank, examines AI’s growing influence on the financial industry ahead of this week's Singapore FinTech Festival. The discussion explores how banks are adopting AI, the implementation of Gen AI in customer interactions, where friction between regulation and innovation may arise, and the impact it is having on customer acquisition and credit applications.

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IBM on how banks are starting to embrace generative AI

Earlier this week, NatWest announced its collaboration with IBM to add generative AI to their chatbot Cora, making it Cora+.

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CRM outfit Insellerate integrates with Finastra

Insellerate, a leading provider of modern CRM and marketing automation solutions for banks, lenders, and credit unions, announced an integration with Finastra’s MortgagebotLOS and Originate solutions.

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77 Bank digitises branch customer service with Fujitsu tech

Fujitsu today announced the development of a system that allows customers to easily complete transactions in a concise manner at all branches of the 77 Bank, Ltd. (1) (hereinafter, the 77 Bank) using an “in-store tablet” that utilizes Fujitsu's Customer Engagement Solution CHORDSHIP (hereinafter, CHORDSHIP) built on cloud. Its introduction was recently completed at all of the 77 Bank’s branches in Japan for used since September 2023.

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Backbase launches Integration Platform-as-a-Service

Backbase, a leading Engagement Banking Platform provider, is thrilled to announce the launch of Grand Central, its groundbreaking Integration Platform-as-a-Service (iPaaS).

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Dubai Islamic Bank Pakistan deploys Codebase Digibanc platform

Dubai Islamic Bank Pakistan, one of the country’s leading financial institutions, revealed its enhanced, cutting-edge digital onboarding services for resident and non-resident Pakistanis. Codebase Technologies, Dubai Islamic Bank Pakistan’s longstanding technology partner, accelerated the proposition's time to market by leveraging the flexibility of the Digibanc platform. This platform was used by both teams in 2021 to launch the country's first digital onboarding service for Roshan Digital Accounts.

/wealth

TS Imagine rolls-out dashboard for private banks and wealth managers

TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, today introduces WealthSmart, an innovative, all-in-one system developed for private banks and wealth managers.