Customer relationship management and knowledge management

151 articles tagged with this keyword

/ai

Appian delivers Institutional Onboarding

Appian (NASDAQ: APPN) today announced availability of a new solution that accelerates customer and asset onboarding while reducing risk of implementation for treasury management, foreign exchange, and investment firms.

/Customer relationship management and knowledge management

DNB overhauls organisational structure

As of today, DNB has a new organisational structure and a new Group Management team.

/regulation

Increase in sanctions revealed by Accuity Data

Accuity, the leading global provider of financial crime screening, payments and know your customer (KYC) solutions, has revealed new research into the current sanctions landscape that demonstrates a significant increase in complexity for organisations involved in global trade.

/Customer relationship management and knowledge management

Oracle taps into Open Banking for digital mortgage origination

Now available in the UK, Oracle Banking Enterprise Originations solution will help banks and building societies transform residential, buy-to-let and SME mortgage origination. Using design principles of open architecture, progressive data decisioning and complete process automation the solution will enable lenders to process mortgage applications far more efficiently by utilising best-in-class digital technologies.

/retail

Australian neobank appoints John Pountain as CTO

Xinja Bank, an independent Australian neobank built from the ground up  for mobile, has appointed John Pountain Chief Technology Officer.

/retail

Mastercard, goop and Next Retail Concepts upgrade online shopping in Canada

For the first time, goop will extend the unique brand experience of the physical goop MRKT Toronto pop-up to digital shoppers in the Canadian market. Powered by Mastercard and Next Retail Concepts and guided by goop, the innovative digital environment will allow shoppers to browse and buy just as if they were in the physical store.

/payments

Glint launches gold-based debit Mastercard and app in US

Glint Pay Inc. (Glint), a subsidiary of the U.K.-based fintech company that makes gold an alternative global currency by enabling its clients to buy, sell, save and spend their physical gold instantly through the Glint Debit Mastercard and Glint App, today announces the launch of its products in the U.S. and the selection of Boulder, CO as its U.S. headquarters. To date, Glint has more than 50,000 app downloads, 10’s of thousands of registered users and more than USD $50 million in transacted volume.

/Customer relationship management and knowledge management

Itiviti appoints new Head of Customer Success

Itiviti, a leading technology and service provider to financial institutions worldwide, today announced the appointment of Gavin Welsh as EVP, Head of Customer Success, Itiviti Group. Gavin brings more than 25 years’ experience of Fintech customer support and relations to Itiviti, most recently as Global Head of Client Coverage at TradingScreen. Reporting to CEO Rob Mackay, Gavin will define and drive Itiviti’s customer strategy.

/ai

Personetics brings AI to Salesforce and Microsoft CRM platforms

Personetics, the leading provider of AI-powered personalization and customer advocacy solutions used by the world’s top banks, announced today that its data-driven actionable insights will now be available for bank relationship managers and agents.

/Customer relationship management and knowledge management

Aretsian laucnhes risk and compliance hub

Artesian Solutions, the UK’s leading client intelligence tool for financial services companies, announced the general availability (GA) of its exciting new Artesian Risk and Compliance Hub (ARCH) which has been two years in development.

/retail

MSB boosts customer experience with SunTec Xelerate

SunTec, the leader in revenue management, relationship-based pricing, billing, and customer experience orchestration, announced the successful rollout of Customer Centricity System, powered by SunTec Xelerate®, at MSB (formerly known as Maritime Bank), Vietnam.

/Customer relationship management and knowledge management

Judo Bank selects Unifii's digital banking platform

Unifii’s Digital Experience Platform has been selected by Judo Bank, the first SME focused bank operating in Australia, to enable cutting-edge face-to-face relationship banking that will shake up Australia’s banking status quo.

/Customer relationship management and knowledge management

S&P among early users of Salesforce blockchain

Salesforce [NYSE: CRM], the global leader in CRM, today announced Salesforce Blockchain, a low-code platform that enables organizations to share verified, distributed data sets across a trusted network of partners and third parties.

/Customer relationship management and knowledge management

Belgian bank CKV signs deal with nCino

nCino, the worldwide leader in cloud banking, today announced that Belgian bank Centrale Kredietverlening (CKV) will utilise nCino’s Bank Operating System to digitise its processes, provide a superior customer experience and maintain a competitive advantage in a modern banking landscape.

/retail

Tulare County Federal Credit Union signs for Symitar Episys platform

Jack Henry & Associates, Inc.® (NASDAQ:JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its Symitar® division today announced that Tulare County Federal Credit Union selected the Episys® platform to better reach members, maximize efficiencies, and easily scale to meet growth goals.

/Customer relationship management and knowledge management

AIB signs three-year deal with personalisation platform Boxever

Boxever​, the personalisation platform, announces its partnership with Allied Irish Banks (AIB).

/startups

Alior Bank starts recruiting for accelerator

Alior Bank’s RBL_START acceleration program has just opened a recruitment process for the second edition of the accelerator.

/Customer relationship management and knowledge management

NGData appoints Doug Gross as CEO

NGDATA, the company that helps brands to transform their customer engagement strategy and improve marketing and sales conversions through real-time data analytics, today announces the appointment of Doug Gross as Chief Executive Officer.

/Customer relationship management and knowledge management

Glassbox contracted by four US banks for digital CRM

Glassbox today announced that its industry-leading web and mobile Digital Customer Management solution has been adopted by all four of the largest US banks, contributing to the company’s exponential business growth in 2018.

/wholesale

Objectway scores front-end deal with BNY Mellon’s Pershing

Objectway announces its ongoing collaboration with BNY Mellon’s Pershing, a market leading provider of trading, clearing, settlement and custody services, to deliver Pershing's new integrated front-end solutions: Pershing Nexus Wealth®, with digital client management portfolio management tools, and Pershing Nexus Investor®, an investor portal.