Customer relationship management and knowledge management

151 articles tagged with this keyword

/Customer relationship management and knowledge management

Fiserv introduces tool to help finacial advisors build client relationships

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced the availability of a new tool, Grapevine6, to enable the delivery of relevant articles and digital content through the Wealth Management Network from Fiserv.

/Customer relationship management and knowledge management

Insuretch startups look to improve customer service

New research, based on more than 1,300 start-ups from across the world focusing on the insurance industry, highlights the potential for start-ups to improve the industry, a new report out from Startupbootcamp InsurTech and PwC today shows.

/Customer relationship management and knowledge management

Bank of Cyprus selects Dion FinCase

Dion Global Solutions (Dion) (BSE: 526927), technology partner to the financial services industry, announced that Bank of Cyprus has chosen its case & control management solution, FinCASE, for the automation of payment investigations and bank-to-bank charges.

/Customer relationship management and knowledge management

SilverCloud signs six financial institutions to CRM tool

SilverCloud, Inc., a SaaS company specializing in banking-specific sales and service solutions, signed six new customers, including Langley Federal Credit Union, Chartway Federal Credit Union, Cambridge Trust Company, Solarity Credit Union, United Community Bank and Merrimack Valley Federal Credit Union.

/Customer relationship management and knowledge management

SS&C boosts Black Diamond wealth platform

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced the release of advanced API capabilities for the Black Diamond® wealth platform– its comprehensive wealth management solution – enabling a richer, faster and easier way to deliver two-way data and workflow integrations to business applications.

/Customer relationship management and knowledge management

Wright-Patt Credit Union signs with nCino

nCino, the leader in cloud banking, announced today that $3.2 billion-asset Wright-Patt Credit Union (WPCU) has selected its Bank Operating System to automate, streamline and measure business lending.

/Customer relationship management and knowledge management

Insurer Selective taps Accenture for CRM

Accenture (ACN) has been chosen by Selective Insurance Company of America (Selective), a subsidiary of Selective Insurance Group, Inc. (SIGI), as its strategic Customer Relationship Management (CRM) service provider to help elevate the company’s customer service capabilities.

/Customer relationship management and knowledge management

Concorde Investments deploys FolioDynamix wealth management tech

Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project to include FolioDynamix within its end-to-end wealth management technology solution.

/Customer relationship management and knowledge management

Standard Life and ING tap IBM for predictive analytics

IBM (NYSE: IBM) today announced that Standard Life, an investment company with over 190 years' experience, is personalizing financial services capabilities to each of its 3.8 million UK customers.

/Customer relationship management and knowledge management

Fiserv tops Q1 EPS forecasts

Fiserv, Inc. (FISV), a leading global provider of financial services technology solutions, today reported financial results for the first quarter of 2016.

/Customer relationship management and knowledge management

Accenture, Avanade and Microsoft collaborate on new digital CRM suite

Accenture (NYSE:ACN) and Avanade announced at Microsoft Envision 2016 the launch of its new next best action solution dedicated to helping financial services firms transform their customer experience through greater personalization in a digital world.

/Customer relationship management and knowledge management

JMR Infotech’s Avenir receives Oracle validated integration

JMR Infotech, a Platinum level member of Oracle PartnerNetwork (OPN), today announced it has achieved Oracle Validated Integration for JMR Avenir with Oracle Insurance Policy Administration 10.1.

/Customer relationship management and knowledge management

Capital Alpha to implement Singletrack CRM and research distribution platform

Singletrack, the capital markets CRM and research distribution solution specialists, has announced a new contract with Capital Alpha Partners, a leading US provider of strategic policy research to financial institutions.

/Customer relationship management and knowledge management

Salesforce launches financial services cloud

Salesforce [NYSE: CRM], the Customer Success Platform announced today the general availability of Salesforce Financial Services Cloud.

/Customer relationship management and knowledge management

UOB commits $1m to Asian fintech accelerator programme

UOB today announced its plans to encourage the growth of the best and brightest financial technology (FinTech) start-ups in the region.

/Customer relationship management and knowledge management

Alior Bank expands relationship with Apple and IBM for mobile advisory

Continuing its efforts to fundamentally transform the way customers in Poland interact with their bank, Alior Bank announced it will deploy three new IBM (NYSE: IBM) MobileFirst for iOS apps.

/Customer relationship management and knowledge management

Winton and L Marks launch data accelerator programme

Winton, the global investment management business, today announced the launch of its first data focused accelerator programme, Winton Labs, in partnership with innovation consultant and tech investor L Marks.

/Customer relationship management and knowledge management

Nomis prepares for rising interest rates with update to Dynamic Pricing tool

Nomis Solutions today announced its Nomis 4.8 Dynamic Pricing release, including the world’s first Behavioral Attribute Pricing functionality for banking.

/Customer relationship management and knowledge management

Nomis upgrades Dynamic Pricing

Nomis Solutions today announced its Nomis 4.8 Dynamic Pricing release, including the world’s first Behavioral Attribute Pricing functionality for banking.

/Customer relationship management and knowledge management

AIB Bank adopts SAS analytics

AIB Bank is adopting an omni-channel strategy to drive superior customer experience.