Latest Customer relationship management and knowledge management News: Finextra Research

Research/Customer relationship management and knowledge management

Factoring of the Future - Why Factors need to look to the Cloud

10 June 2021 253 downloads

Nutmeg hits £3bn in assets after record growth

Digital wealth manager Nutmeg has announced that it has surpassed £3 billion in assets under management following a record 72% year-on-year growth.

27 April 2021

News/cloud

Funding Options unveils cloud-based lending platform for SMEs

Funding Options, the data driven marketplace for SMEs, has launched Funding Cloud, an integrated real-time cloud-based platform to navigate the complexity of the fragmented lending market.

27 April 2021

Research/Customer relationship management and knowledge management

What’s your 2025 outlook?

19 April 2021 1130 downloads

Company update/retail

Basiq and Personetics partner for one-on-one banking personalisation

Basiq, a financial API platform backed by Plaid, Westpac, Salesforce and NAB has partnered with Personetics, the leading global provider of data-driven personalisation and customer engagement solutions for financial institutions.

24 March 2021

Research/Customer relationship management and knowledge management

Corporate Onboarding: Will it become a competitive differentiator for banks in a real time world?

16 March 2021 758 downloads

Company update/payments

Azimo implements USU customer support package

USU is equipping online money transfer service Azimo with its knowledge management solution for customer service.

09 March 2021

Company update/retail

Backbase forms partnership with Zafin

Leading engagement banking platform provider Backbase announces today that it has partnered with Zafin, the global leader in SaaS cloud-native product and pricing solutions for banks, to integrate Zafin’s relationship-based product and pricing capabilities into its Engagement Banking platform.

25 February 2021

Research/Customer relationship management and knowledge management

The Future of Regulation 2021

08 February 2021 838 downloads

Company update/retail

Dollar Bank taps Argo for customer services suite

ARGO, the leading provider of high-value technology and analytical-sciences software for the financial services and healthcare industries, announced that through their suite of retail banking technology, customers of Pittsburgh-based Dollar Bank will have a secure, seamless customer experience across all delivery channels.

02 February 2021

Company update/retail

Capco and Envizage join forces

Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, today announced a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services.

28 January 2021

Research/Customer relationship management and knowledge management

Solving onboarding - The catalyst in creating a unique end-to-end client relationship

27 January 2021 766 downloads

Company update/Customer relationship management and knowledge management

Artesian takes the wraps off Artesian Connect

Artesian Solutions, a leading provider of client relationship intelligence and risk solutions, has today announced the launch of Artesian Connect, a new way to solve complex and high-value frontline and middle office commercial banking challenges.

15 January 2021

News/cloud

Future-proofing payments technology with cloud migration

Consumer expectations, behaviour and payment preferences are and will continue to evolve at an accelerated rate.

07 January 2021

Company update/Customer relationship management and knowledge management

eKeeper launches new CRM system for lenders with The Cambridge Building Society

eKeeper has today launched a new customer relationship management (CRM) system for lenders.

06 January 2021

Company update/retail

DigiBankASIA picks Backbase digital engagement platform

Backbase, a Global Engagement Banking software provider, has been selected by DigiBankASIA to offer its full-stack digital engagement banking platform solution for UNObank.

09 December 2020

Research/Customer relationship management and knowledge management

The Future of Core Banking 2020

09 December 2020 1299 downloads

Company update/retail

Swedbank rolls out Meniga customer engagement tech

Meniga, the global leader in AI-driven digital banking solutions, has partnered with Swedbank, a leading bank in the home markets of Sweden, Estonia, Latvia and Lithuania, to launch new services to increase customer engagement.

07 December 2020

Research/Customer relationship management and knowledge management

Paving the path from Open Banking to Open Finance in Benelux

27 November 2020 466 downloads

Company update/wealth

Brewin Dolphin implements Objectway client management software

Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON:BRW).

26 November 2020