173 articles tagged with this keyword
Company update/people
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
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
22 December 2021 1017 downloads
Company update/retail
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
17 December 2021 1208 downloads
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
09 December 2021 788 downloads
24 November 2021 251 downloads
12 November 2021 459 downloads
10 November 2021 1112 downloads
05 November 2021 296 downloads
03 November 2021 313 downloads
28 October 2021 546 downloads
03 September 2021 280 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
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
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