Customer relationship management and knowledge management

17 articles tagged with this keyword

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Navy Federal Credit Union renews Backbase deal

Backbase, the leading Engagement Banking Platform provider, announces today the renewal and expansion of its partnership with Navy Federal Credit Union, the world’s largest credit union with more than 13 million members and $171 billion in assets, proudly serving U.S. veterans, retired service members and active duty in all branches of the armed forces and their family members.

/people

Xceptor appoints chief client success officer

Xceptor, the intelligent automation platform for financial markets, today announced the appointment of Strath Lanyon as its new Chief Client Success Officer (CCSO), effective April 15.

/people

Monarch names Anthony Alexander VP, operations and delivery

Monarch Professional Services Group (Monarch), a Core10 division providing implementation and customer success services for leading financial service SaaS platforms, today announced Anthony Alexander has been named as Vice President, Operations and Delivery.

/wealth

Söderberg & Partners selects Plannr for back-office

Söderberg & Partners has announced that it has selected specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack.

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Danish fintech Safty raises DKK11.3 million

Danish fintech company Safty has raised DKK11.3 million in venture capital, led by Upfin and supported by prominent angel investors, including Danske Bank board member Jacob Dahl.

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Dataroid raises $2m

Dataroid, a leading player in the digital analytics and customer engagement industry, has announced a US$2 million investment from Koç Group’s Private Venture Capital Investment Fund and Isbank's 100th Year Venture Capital.

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Digital Onboarding raises $58m

Boston-based SaaS fintech Digital Onboarding has raised $58 million from Volition Capital.

/devops

Changing the future of credit with agile engineering

In this episode of Unplugged, Harry Jell, CTO at Yonder, talks with Andrew Smith from RTGS.global, about building a successful credit card company in today’s financial climate. They discuss the seamless use of merchant data for user rewards, the importance of AWS and Kubernetes for scalability, and explore potential avenues to enrich transaction data.

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First Bank live on Backbase engagement banking platform

Backbase, the global leader in Engagement Banking, announced St. Louis-based First Bank is live on the Backbase Engagement Banking Platform, powering the bank’s transformation strategy to offer a seamless, digital-first experience to its customers.

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Eltropy and Jack Henry team up

Eltropy, a leading digital conversations platform for community financial institutions (CFIs), announced today that Eltropy’s Digital Conversations Platform is now accessible through the Jack Henry™ digital banking platform.

/payments

Agile digitalisation for future-focused issuers

Jos Veendrick, the Regional Head for Continental Europe at TSYS, a Global Payments company, assesses the challenges issuers face with legacy technology and the growing demand for convenience and personalisation in digital transactions. Our discussion covers cloud-based services and API-centric approaches, addressing industry needs and anticipating future growth in the digital payments landscape.

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The positive impact of AI on customer experience in financial services

With the shift from Google to GPT-4 for information searches, Greg Krasnov, the founder of Tonik Bank, examines AI’s growing influence on the financial industry ahead of this week's Singapore FinTech Festival. The discussion explores how banks are adopting AI, the implementation of Gen AI in customer interactions, where friction between regulation and innovation may arise, and the impact it is having on customer acquisition and credit applications.