Articles: Financial Services/Banking
Wealth Manager is a full-service CRM solution for financial advisors.
The integration brings together CRM and risk analysis platforms for financial advisors.
Neustar Fraud Detection provides a single view of identity for risk, fraud, compliance, and customer acquisition. (Featured on SmartCustomerService.com.)
Socure has redesigned its ID+ digital identity dashboard service.
New digital marketing solutions help attract, engage and retain high-value customers
Pega Client Lifecycle Management and Pega Know Your Customer streamline expensive and time consuming onboarding processes while improving customer engagement.
The Nuix-Teradata partnership seeks to unlock unstructured "dark data" for investigative business analytics.
Financial advisors using Wealthbox CRM now have access to real-time client account information through Orion's database.
The deal to acquire DigitalMailer adds to Doxim's financial services client roster.
The ViA Fraud Control Module enables companies to create unique rules within the IVR to systematically root out potential fraud. (Featured on SmartCustomerService.com.)
WealthEngine participates as a Salesforce.com Financial Services Cloud launch partner to transform the client-advisor experience.
Deloitte Digital is extending the reach of Salesforce.com Financial Services Cloud with its Connected Bank Solutions.
DCXT includes Creative Virtual's V-Person virtual assistant technology.
fin1 will allow consumers to engage with brokerages, wealth managers, and financial advisors.
New features allow users to manage customer contacts, marketing campaigns, and associated reports.
New capabilities added for customer-facing processes in marketing, sales, lending, and customer service.
Accenture's analytics applications for the financial services industry can be customized for specific industry segments and workflows.
Accenture Customer Insights Solution combines Pegasystems' multichannel and product underwriting capabilities with Accenture Duck Creek core policy solution in a single technology platform.
Poor customer service accounts for most company defections.
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Companies: Financial Services/Banking
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