Customer relationship management and knowledge management

368 articles tagged with this keyword

/Customer relationship management and knowledge management

Money 20/20: Banks can be creepy, as long as they personalise services

John Thomas, head of enterprise, innovation & strategic business architecture at TD Bank showcases his expertise on how to leverage data to synthesise the customer experience while at the same time, remaining hyper-relevant in the banking sector at Money 20/20 USA in Las Vegas.

/inclusion

Money 20/20: Latin American fintechs can serve the US better than US fintechs

Fintech firms born and bred in Latin America have survived and thrived in markets in which political and economic uncertainty requires new players to be agile and flexible.

/Customer relationship management and knowledge management

Fintechs must ‘sell simplicity’ to carve out competitive advantage

Where selling trust with a brand was once the key point of distinction for effective marketing in the fintech space, streamlining user experience through product simplicity now leads the way in superior branding strategy.

/Customer relationship management and knowledge management

InvestCloud releases Open CRM for investment managers

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, has released Open CRM, an enhanced customer relationship management system.

/Customer relationship management and knowledge management

If you can’t beat them, join them: Fintech partnerships are here to stay

With commercial models, value chains and M&A activity emerging as a leading theme of Money 20/20’s upcoming conference in Las Vegas, we explore how financial institutions are leveraging the opportunity to collaborate with incumbents and disruptors across the space.

/wholesale

NexJ Systems launches CRM for wealth management

NexJ Systems Inc. (TSX: NXJ), delivering intelligent customer management software to the financial services industry, today announced the general availability of its next generation CRM, purpose built for wealth management firms that can be deployed either on a private cloud, hybrid cloud or on-premise.

/payments

Checkout.com granted an E-Money Licence

Checkout.com, Europe’s fastest-growing payments provider, has been awarded a licence as an E-Money Institution in France.

/payments

FICO and Visma Connect partner for anti financial crime delivery

Visma Connect, the leading Dutch critical payments services provider and FICO have launched a partnership to jointly deliver FICO’s best-in-class Anti-Financial Crime solutions for Know Your Customer (KYC), anti-money laundering (AML) and real-time sanctions screening to banks, FinTechs, payment institutions, PSD2 third-party providers and corporations.

/Customer relationship management and knowledge management

Segmint appoints new president, Adam Craig

Segmint Inc., a leading provider of data-driven solutions empowering financial institutions to better understand their customers using payment and transactional analytics, proudly headquartered in Akron, Ohio, appointed Adam Craig as President.

/Customer relationship management and knowledge management

Centier Bank goes live with Nymbus SmartLaunch

NYMBUS, a provider of the world’s most advanced financial services platform, today announced Centier Bank has selected and gone live with NYMBUS SmartLaunch™ to outsource the customized development and full operations of its new fintech mobile app, Billinero.

/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.

/ai

Deutsche Bank: Prioritising climate change results in share outperformance

Deutsche Bank debunks the myth that profits fall when addressing climate change in its first report for a new research product suite for corporate clients, highlighting that companies that experience positive sustainability press saw share outperformance of 26%.

/cloud

Why financial institutions are modernising on cloud

For financial institutions (FIs) leveraging the cloud, the earliest adoption was often the high-performance computing grid to support complex modelling. Gone were the days when limited capacity of on-premises grids meant that quants or actuaries had to wait for the compute resources they needed to run their models: across workloads, the cloud allows FIs to immediately scale up compute resources at peak times and scale down when demand dipped, paying only for what they use.

/cloud

Building the future of capital markets with the cloud

The cloud has been a catalyst for accelerated development in capital markets. Firms are now using the cloud to become more agile and to increase the pace of innovation delivered to end users.

/cloud

Better connecting customers to their bank with the cloud

In this age of the customer when banks are leveraging the cloud to reduce costs, innovate faster, minimise risks and digitise mission-critical services, it’s become clear that technology drives change at a ground-breaking rate.

/Customer relationship management and knowledge management

What’s next after the SCA deadline?

Following the Strong Customer Authentication (SCA) deadline passing on Saturday, Dr Ruth Wandhöfer, honorary professor at the London Institute of Banking & Finance and board member at LSEG, took to the stage at the World Conference of Banking Institutes to discuss the changing pace of the payments industry and the role of the banking sector in this age of disruption.

/ai

Bank sales platform Numerated raises $15m

Numerated, the Boston-based startup behind a real-time sales platform for banks, has raised $15 million in a Series B funding round led by Patriot Financial Partners and joined by Venrock, Fintop Capital, and Hyperplane.

/Customer relationship management and knowledge management

Sainsbury's abandons cash and card-free store pilot

UK supermarket chain Sainsbury's has added a manned till and two self-checkout kiosks to its first mobile scan-and-go outlet after a three-month pilot trial failed to win over the general public.