Customer relationship management and knowledge management

186 articles tagged with this keyword

All articles with this keyword
Apply Cancel
How the cloud transforms customer experience in financial services

/cloud

How the cloud transforms customer experience in financial services

The bar to meet customer expectations across industries has continued to rise. Digital innovation is changing how companies engage their customers in every interaction, particularly how they deliver information as well as products and services.

Wealth Management: Driving Transformation through a 360° Client Lens

/Customer relationship management and knowledge management

Wealth Management: Driving Transformation through a 360° Client Lens

558 downloads

/payments

CRM startup vcita Integrates with Square to accept payments online

CRM startup vcita has teamed up with Square to help small businesses manage their business online.

CCAF, World Bank, World Economic Forum launch survey to research fintech’s role post-Covid-19

/startups

CCAF, World Bank, World Economic Forum launch survey to research fintech’s role post-Covid-19

Targeting 15,000 fintech firms worldwide, the Cambridge Centre for Alternative Finance (CCAF) announced it has partnered with the World Bank Group and the World Economic Forum to survey industry players and compile data about Covid-19’s impact on the marketplace.

Video conferencing startup Aveni raises £520k

/startups

Video conferencing startup Aveni raises £520k

Scottish fintech startup Aveni has raised £520,000 for its video conferencing-based AI technology.

/people

Tier1 Financial Solutions appoints Jiro Okochi president

Tier1 Financial Solutions (“Tier1”), a leading provider of global relationship management solutions to capital markets, investment banking, and investment management firms, has appointed Jiro Okochi as President, responsible for managing the global operations of the firm.

/devops

Flybits joins Avaloq.one Ecosystem

Flybits, the world’s first contextual experience platform for the financial sector, has joined the Avaloq.one Ecosystem.

A 3 Step Guide to Driving Customer-Centricity with Big Data

/Customer relationship management and knowledge management

A 3 Step Guide to Driving Customer-Centricity with Big Data

406 downloads

/retail

Citizens Bank signs with Teslar Software

Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Citizens Bank selected its platform to enhance efficiencies and better serve its customers.

/retail

Finantix upgrades Digital Collaboration Hub

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today launched its latest Digital Collaboration Hub which allows financial institutions to activate a collaboration channel within weeks.

/regulation

Natwest renews CRM contract with Artesian

NatWest, part of the Royal Bank of Scotland Group, has today announced the renewal of its agreement with Artesian Solutions as the Banks’s core relationship intelligence and customer insight platform.

A Panorama of the Changing Banking Landscape in EMEA

/Customer relationship management and knowledge management

A Panorama of the Changing Banking Landscape in EMEA

1186 downloads

Should banks be the guardians of digital identity?

/Customer relationship management and knowledge management

Should banks be the guardians of digital identity?

803 downloads

The Irish Banking Ecosystem, Interconnection and the Speed of Change

/Customer relationship management and knowledge management

The Irish Banking Ecosystem, Interconnection and the Speed of Change

413 downloads

Transformative regulation finds its feet in 2020

/regulation

Transformative regulation finds its feet in 2020

The true benefits and complexities of transformative regulation across financial services is set to become reality in 2020, as firms work to prepare and implement systems to meet compliance standards while maintaining a competitive edge.

‘Millennials want credit’ says ex-Visa innovation chief and i2c president Jim McCarthy

/payments

‘Millennials want credit’ says ex-Visa innovation chief and i2c president Jim McCarthy

The consumer of today is educated, digitally empowered and more than ever before, wants to make informed financial decisions. This requires financial players to provide a quick, efficient and barrier-free customer service that keeps pace with the dynamic transformations of this new era of payments.

/wholesale

Rabobank implements relationship pricing tech from Brilliance Financial Technology

Brilliance Financial Technology, a global leader in providing end-to-end digital pricing and intelligence, today announced its strategic partnership with Rabobank, the world's largest Food & Agri financial institution based in the Netherlands.

How to apply lessons learned from Open Banking to Sustainable Finance

/sustainable

How to apply lessons learned from Open Banking to Sustainable Finance

While Open Banking initiatives are being drip fed by regulators across the world, it is evident that this shift must not be considered merely a regulatory change: it is a global movement that will shape the future of the financial services industry.

/markets

Tier1 platform ported to OpenFin desktop

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has partnered with OpenFin, the financial industry's operating system, to deploy Tier1’s solutions across financial desktops, streamlining collaboration and end user workflows.

The Critical Change You Need to Make to your Customer Engagement Strategy

/Customer relationship management and knowledge management

The Critical Change You Need to Make to your Customer Engagement Strategy

756 downloads

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept