Customer relationship management and knowledge management

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/Customer relationship management and knowledge management

Pegasystems integrates DocuSign esignature tech into CRM platform

Pegasystems Inc. (PEGA), the software company empowering the world's leading enterprises with strategic business applications, and DocuSign, the leader in Digital Transaction Management (DTM) solutions, today announced a technology partnership that will integrate DocuSign Inc.'s eSignature and DTM platform with Pegasystems' Customer Relationship Management (CRM) applications and platform.

/Customer relationship management and knowledge management

Moelis Australia Securities selects Analec investment research and CRM platforms

ANALEC announced that Moelis Australia Securities has selected its investment research management platform – ResearchWise – along with its CRM for broker-dealers – ClientManager – to power its brokerage operations.

/Customer relationship management and knowledge management

Advanced ConsultCRM to join Microsoft Dynamics Industry Partner Program, EMEA

Having met the program criteria including business results, industry expertise and subject matter expertise, Advanced ConsultCRM (Advanced) has been selected to participate in the European Microsoft Dynamics Industry Partner Program for the financial services sector.

/Customer relationship management and knowledge management

Ipreo and Symphony team on deal communications tools

Ipreo, a leading global provider of market intelligence and workflow solutions to financial services and corporate professionals, and Symphony Communication Services LLC, a secure communications and workflow technology company, announced a collaboration to integrate Symphony's secure communications service with Ipreo's suite of capital markets workflow applications.

/Customer relationship management and knowledge management

Utah Community Credit Union selects Fiserv DNA account processing platform

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Utah Community Credit Union (UCCU), a $1.02 billion asset credit union based in Provo, Utah, has extended its relationship with Fiserv by selecting the DNA(R) account processing platform and several integrated solutions from Fiserv to provide a differentiated member experience and help position the credit union for future growth.

/Customer relationship management and knowledge management

NCino scores First National Bank of Santa Fe contract

NCino, the leader in cloud banking, announced today that $1.6 billion First National Bank of Santa Fe (First National) has selected its Bank Operating System to standardize its commercial lending processes and boost the bank’s overall customer experience.

/Customer relationship management and knowledge management

NBT Bank signs for Fiserv sales tool

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that NBT Bank, headquartered in Norwich, New York, has selected Sales Enablement from Fiserv.

/Customer relationship management and knowledge management

Telhio Credit Union signs for Fiserv DNA platform

Fiserv, Inc. (FISV), a leading global provider of financial services technology solutions, announced today that Telhio Credit Union, a $548 million asset credit union based in Columbus, Ohio, has selected the DNA® account processing platform and integrated solutions from Fiserv to support its goal of becoming a $1 billion credit union in the next few years.

/Customer relationship management and knowledge management

Nomis and Zafin forge strategic alliance

Nomis Solutions and Zafin announced today the formation of a strategic global alliance to deliver an integrated and seamless deposit pricing experience to retail banks.

/Customer relationship management and knowledge management

CSI releases CRM package exclusively for banks

Today’s consumers expect more personalized business services, and financial institutions leveraging disconnected systems are finding themselves unable to offer seamless experiences.

/Customer relationship management and knowledge management

Touch Bank offers personalised banking with Fico tech

Touch Bank, a retail online bank of the international financial group OTP, has implemented decision management and analytics technology from analytic software company Fico (NYSE: FICO) to offer customized banking services powered by accurate customer insights and tailored to an individual customer's needs.

/Customer relationship management and knowledge management

Financial Synergy Acruity to be introduced to Pillar Administration

Industry leading superannuation and investment software provider, Financial Synergy announces its largest Third Party Administrator (TPA) implementation with Pillar Administration (Pillar).

/Customer relationship management and knowledge management

Skipton Building Society invests in Celerity CRM platform

Skipton Building Society has partnered with data marketing and CRM specialist Celerity Information Services to improve marketing automation, member retention and acquisition.

/Customer relationship management and knowledge management

Financial Synergy provides CRM software for Australian super funds

Industry leading superannuation and investment software provider, Financial Synergy announces today its Acurity™ member online, reporting and compliance platform will enable the delivery of a larger scale and integrated customer relationship strategy for the merged Tasplan and Quadrant super funds.

/Customer relationship management and knowledge management

Infosys partners with SugarCRM

SugarCRM Inc., a company that enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution in the market, has announced its partnership with Infosys (NYSE: INFY), a global leader in consulting, technology, outsourcing and next-generation services, to deliver customer relationship management (CRM) solutions based on Sugar products.

/Customer relationship management and knowledge management

nCino platform chosen by Bank of San Francisco and CBC National Bank

nCino, the leader in cloud banking, today announced that Bank of San Francisco and CBC National Bank are the latest financial institutions to select its platform to provide streamlined access to their loan documentation and improved customer relationship management and compliance.

/Customer relationship management and knowledge management

Worldpay and Paymetric extend partnership for enterprise clients

Worldpay, a leading global provider of payment and risk services, and Paymetric, a global leader of integrated, secure electronic payment solutions for large enterprise customers, have partnered to launch a payments solution that will help businesses trade globally by integrating payments technology with ERP, CRM and legacy applications to reduce risk, cost and inefficiency.

/Customer relationship management and knowledge management

Commerzbank selects SAS tech for marketing programme

Looking to personalize communications with its 15 million private customers and 1 million business clients Commerzbank has selected SAS Customer Intelligence to support its multi-channel marketing program.

/Customer relationship management and knowledge management

BGL Group contracts Sabio for SMS messaging

BGL Group, the major financial services business with more than 8 million customers, has worked with leading contact centre technology specialist Sabio on a major project to strengthen multi-channel customer engagement through the addition of context-sensitive SMS messaging.

/Customer relationship management and knowledge management

Mint Payments collaborates with online payments provider

Mint Payments is pleased to announce that it has signed an agreement with eWAY, whereby eWAY will licence Mint’s “card present” capability to distribute their own mobile point of sale (“mPOS”) solution.

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