Customer relationship management and knowledge management

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Focus Solutions launches digital engagement software for wealth managers

Fintech provider Focus Solutions today announced the launch of focus:digital, game-changing software that will transform the face of financial advice.

/Customer relationship management and knowledge management

NAB installs Brilliance DealPoint package

Brilliance Financial Technology has today announced it will implement its industry-leading Deal Management and Relationship Pricing Solution, DealPoint, across two divisions of National Australia Bank (NAB).

/Customer relationship management and knowledge management

Thomson Reuters partners with Squirro to amalgamate company info with CRM

Thomson Reuters has partnered with augmented intelligence solution provider Squirro to provide an AI-driven solution that leverages the power of today’s customer relationship management (CRM) platforms to deliver a complete, current overview of each client, boosting engagement and facilitating deal idea generation for the banking industry.

/Customer relationship management and knowledge management

Bank of the Pacific picks Sageworks

Sageworks, a financial information company that offers lending, credit risk and portfolio risk solutions to banks and credit unions, today announced that Bank of the Pacific has chosen to partner with Sageworks to propel commercial loan activity and mitigate portfolio risk.

/Customer relationship management and knowledge management

SugarCRM wins investment from Accel-KKR

The partnership is the latest milestone in SugarCRM’s journey and will accelerate its strategy of driving global growth with its award-winning relationship management platform.

/Customer relationship management and knowledge management

Intapp acquires DealCloud

Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, today announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms.

/Customer relationship management and knowledge management

Pipedrive offers CRM for financial services

Pipedrive Inc., the leading sales pipeline software and CRM of choice for over 70,000 companies, today launched a new Pipedrive for Financial Services solution equipped to greatly optimize financial sales activities.

/Customer relationship management and knowledge management

Sageworks revamps CRM platform

Sageworks, a financial information company that offers lending, credit risk and portfolio risk solutions to banks and credit unions, today announced the roll out of their newly expanded customer relationship manager (CRM) for financial institutions.

/Customer relationship management and knowledge management

Pegasystems taps AI for client onboarding

Pegasystems Inc. (NASDAQ: PEGA), the software company empowering customer engagement at the world’s leading enterprises, today introduced new artificial intelligence (AI) capabilities in the latest version of Pega® Know Your Customer (KYC) and Pega® Client Lifecycle Management (CLM) applications.

/Customer relationship management and knowledge management

SugarCRM embeds more data privacy controls in its products for GDPR compliance

SugarCRM Inc., the company that helps organisations build better business relationships, today announced new features for its entire cloud and product portfolio that will enable financial businesses to implement best practices for data privacy.

/Customer relationship management and knowledge management

Taviq signs product distribution deal with Singapore's New Wealth

New Wealth and TAVIQ are delighted to announce their sales distribution & implementation partnership covering ASEAN markets, including Singapore.

/Customer relationship management and knowledge management

LGT implements digital client lifecycle management process with Appway

LGT, the private banking and asset management group owned by the Princely House of Liechtenstein, has selected Appway to digitalize its global customer lifecycle management processes.

/Customer relationship management and knowledge management

Tier1 appoints Doug Christensen VP, strategy

Tier1CRM ("Tier1"), a leading provider of cloud-based customer relationship management ("CRM") solutions for the capital markets industry, announced today the addition of Doug Christensen as the Company's first Vice President of Strategy.

/Customer relationship management and knowledge management

Baker Hill upgrades omni-channel marketing suite

Baker Hill, a leading provider of technology solutions for common loan origination, risk management, relationship management and smart data analytics, has revealed the latest developments for Baker Hill NextGen® Omni-Channel Marketing, including peer-to-peer normative analysis that identifies the most profitable cross-sell opportunities for financial institutions.

/Customer relationship management and knowledge management

Thomson Reuters collaborates with Salesforce on fight against financial crime

Thomson Reuters today announced it is collaborating with Salesforce to help clients quickly and efficiently on-board new customers and meet regulatory anti-money laundering obligations in the fight against financial crime.

/Customer relationship management and knowledge management

BNP Paribas Personal Finance deploys OpenText Exstream

OpenText (NASDAQ: OTEX, TSX: OTEX), the global leader in Enterprise Information Management (EIM), today announced that BNP Paribas Personal Finance, a subsidiary of the BNP Paribas Group specialising in consumer credit and mortgage lending, is using OpenText Exstream to assist in streamlining all of its communications flows exchanged with its customers.

/Customer relationship management and knowledge management

Yorkshire Building Society goes live with nCino

nCino, the worldwide leader in cloud banking, today announced that Yorkshire Building Society has successfully deployed the nCino Bank Operating System.

/Customer relationship management and knowledge management

Fujitsu provides customer contact platform for Shizuoka Bank

Fujitsu today announced that it will provide Shizuoka Bank with its Fujitsu Finance Solution Finplex Customer Contact Point Platform FrontSHIP, Fujitsu's customer service platform for the finance industry.

/Customer relationship management and knowledge management

Payworks closes $14.5 million Series B financing round

Payment technology company, Payworks, announced today the successful completion of a $14.5M Series B Financing round.

/Customer relationship management and knowledge management

Saylent selected by BankFirst for new customer engagement platform

Saylent, a leading provider of data analytics and targeted marketing automation software for financial institutions, today announced a new partnership with Mississippi-based BankFirst Financial Services.

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