Latest Customer relationship management and knowledge management News: Finextra Research

Research/Customer relationship management and knowledge management

Building the Road to a Hybrid Cloud Future

24 November 2021 252 downloads

Research/Customer relationship management and knowledge management

Facing up to the Future: Biometric Automation in Banking

12 November 2021 460 downloads

Research/Customer relationship management and knowledge management

The Future of Wealth Management 2022

10 November 2021 1112 downloads

Research/Customer relationship management and knowledge management

Addressing the Poverty Premium: A data-led approach

05 November 2021 296 downloads

Research/Customer relationship management and knowledge management

Continuous Reinvention: The holy grail of Digital Transformation

03 November 2021 313 downloads

Research/Customer relationship management and knowledge management

Open Banking powered by the Cloud, Democratising Finance at Scale

28 October 2021 546 downloads

Research/Customer relationship management and knowledge management

Managed Services: Helping Banks refocus on Innovation and Growth

03 September 2021 282 downloads

Research/Customer relationship management and knowledge management

SMEs Front and Centre

10 August 2021 524 downloads

Research/Customer relationship management and knowledge management

Stemming the tide of Social Engineering Scams with Behavioural Insights

06 August 2021 223 downloads

Research/Customer relationship management and knowledge management

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

29 July 2021 206 downloads

Company update/wealth

InvestCloud wins wealth management deal with BNP Paribas

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

Heritage Bank rewrites Prosper CRM with Timestar

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 launches cloud-based CRM platform

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

Company update/wealth

Just Wealth deploys Openwork-developed CRM system

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

Company update/retail

Doxim launches omnichannel CCM tech in UK

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