Customer relationship management and knowledge management

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/Customer relationship management and knowledge management

Valley National Bank chooses nCino to streamline commercial lending

NCino, the worldwide leader in cloud banking, today announced that $23 billion-asset Valley National Bank has selected its Bank Operating System to boost efficiency and enhance communication across the commercial loan process.

/Customer relationship management and knowledge management

PyraMax Bank signs for Fiserv tech

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that PyraMax Bank, a mutual savings bank based in Greenfield, Wisconsin, has selected Fiserv as a technology partner to help the bank modernize its retail banking operations, create a frictionless customer experience and drive the growth of commercial loans and deposits.

/Customer relationship management and knowledge management

Salesforce announces Financial Services Cloud Einstein

Salesforce (CRM), the world's #1 CRM company and Intelligent Customer Success Platform, today announced Financial Services Cloud Einstein.

/Customer relationship management and knowledge management

Hong Kong’s Gini launches customer loyalty app with eWise

Gini has chosen data-aggregation specialist eWise to deliver Hong Kong’s first ever customer relationship management platform to create customer loyalty programs through the secure aggregation of end-user’s credit cards and bank accounts.

/Customer relationship management and knowledge management

Communications agency Vested sets up startup incubator programme

Vested, a new communications agency for a new financial industry, today announced the launch of Vested Ventures. This new division of Vested will make strategic investments in and provide communications services to startup companies in the finance and technology space.

/Customer relationship management and knowledge management

Auriga releases new in-branch loyalty modules

Auriga, a leading European software solutions supplier for the banking and payments industry, has launched WWS Customer Management and WWS Cash Management modules to further enhance its WWS Branch suite offering for bank branch transformation strategies.

/Customer relationship management and knowledge management

Redtail Technology and RIA in a Box team up

Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms and RIA in a Box, a compliance software and services business aimed exclusively at registered investment advisory firms, have integrated to allow clients to view and complete tailored regulatory compliance tasks all within the Redtail CRM calendar.

/Customer relationship management and knowledge management

Allianz Life promotes Chris Du Bois to SVP, chief digital officer

Allianz Life Insurance Company of North America (Allianz Life®) today announced it has promoted Chris Du Bois to senior vice president, Chief Digital Officer.

/Customer relationship management and knowledge management

Q2 Holdings launches data analytics platform for community FIs

Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of secure, cloud-based digital banking solutions for community-focused financial institutions (FIs), announced today the availability of Q2 SMART, a targeting and messaging platform that empowers FIs to unlock actionable customer insights and engage account holders at unprecedented levels.

/Customer relationship management and knowledge management

Regions Bank streamlines biz loan origination process with nCino

nCino, the worldwide leader in cloud banking, announced today that Regions Bank, a top-20 U.S. bank, has selected its Bank Operating System to streamline its business loan origination process.

/Customer relationship management and knowledge management

Zafin raises $10m

Zafin, a leading financial technology company serving financial institutions of all sizes, is pleased to announce the completion of a private financing arrangement with Vancouver-based Vistara Capital Partners and Beedie Capital Partners, committing a total of USD $10 million in additional growth capital to Zafin.

/Customer relationship management and knowledge management

Temenos debuts digital marketing modules

Temenos (SIX: TEMN), the software specialist for banking and finance, today announces the launch of Digital Engagement, a set of modules within Temenos’ front-to back digital offering intelligent real-time customer marketing and engagement.

/Customer relationship management and knowledge management

Snapsheet raises $20m to license virtual claims processing tech to insurance carriers

Snapsheet, the prominent provider of virtual claims technology and services, today announced the closing of a $20 million series C investment round, led by F-Prime Capital and IA Capital Group, with strategic participation from Liberty Mutual Strategic Ventures, Intact Ventures Inc. and a USAA subsidiary.

/Customer relationship management and knowledge management

Bank of Southern California automates treasury ops with nCino

Bank of Southern California (OTC Pink: BCAL) announced today that it has selected nCino's Bank Operating System to automate the Bank's lending and treasury management processes, enabling the bank to ultimately better serve its customers.

/Customer relationship management and knowledge management

Accenture and Adboe team on customer enegagement

Accenture Interactive announced that it has teamed with Adobe to launch new digital marketing solutions for financial services organizations in North America and Europe.

/Customer relationship management and knowledge management

ABN Amro chooses Verint Solutions workforce management software

Verint Systems Inc. (VRNT) today announced that one of the Netherlands’ leading financial services organizations, ABN AMRO, is using its Verint Workforce Management™ software to enhance customer engagement processes.

/Customer relationship management and knowledge management

Hearsay Social reveals client engagement platform

Hearsay Social, Inc. today announced Hearsay 360, the complete client engagement platform that enables financial advisers and insurance agents to efficiently and compliantly build stronger client relationships across social media, adviser websites, email and text messaging.

/Customer relationship management and knowledge management

Renasant Bank selects nCino platform

NCino, the worldwide leader in cloud banking, announced today that $8.53 billion-asset Renasant Bank has selected its Bank Operating System to automate and optimize its commercial banking processes, ultimately enhancing the experience of both the bank’s employees and customers.

/Customer relationship management and knowledge management

Nomis Solutions unveils tech to help bankers and customers negotiate in real time

Nomis Solutions today announced the launch of a new set of capabilities designed to provide front-line banking professionals with real-time sales and competitive data.

/Customer relationship management and knowledge management

Singletrack wins new contract with Height Securities for cloud CRM platform

Singletrack, the London-based capital markets CRM and research solution specialists, have announced a new contract with Height Securities LLC, a privately held Washington DC-based broker-dealer.

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