Customer relationship management and knowledge management

186 articles tagged with this keyword

/cloud

Santander taps Salesforce to support UK firms expanding overseas

Salesforce, the global leader in CRM, today announced that Santander UK is using its technology to power Santander Navigator, its digital platform designed to help UK businesses expand internationally.

/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.

/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.

/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.

/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.

/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.

/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.

/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.

/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.