Pega Client Lifecycle Management and Pega Know Your Customer streamline expensive and time consuming onboarding processes while improving customer engagement.
CRM Across the Wire,
Posted 13 Sep 2016
The Nuix-Teradata partnership seeks to unlock unstructured "dark data" for investigative business analytics.
CRM Across the Wire,
Posted 19 Jul 2016
Financial advisors using Wealthbox CRM now have access to real-time client account information through Orion's database.
CRM Across the Wire,
Posted 06 May 2016
The deal to acquire DigitalMailer adds to Doxim's financial services client roster.
CRM Across the Wire,
Posted 03 May 2016
The ViA Fraud Control Module enables companies to create unique rules within the IVR to systematically root out potential fraud. (Featured on SmartCustomerService.com.)
CRM Across the Wire,
Posted 29 Apr 2016
WealthEngine participates as a Salesforce.com Financial Services Cloud launch partner to transform the client-advisor experience.
CRM Across the Wire,
Posted 08 Mar 2016
Deloitte Digital is extending the reach of Salesforce.com Financial Services Cloud with its Connected Bank Solutions.
CRM Across the Wire,
Posted 08 Mar 2016
DCXT includes Creative Virtual's V-Person virtual assistant technology.
CRM Across the Wire,
Posted 07 Jan 2016
fin1 will allow consumers to engage with brokerages, wealth managers, and financial advisors.
CRM Across the Wire,
Posted 14 Oct 2015
New features allow users to manage customer contacts, marketing campaigns, and associated reports.
CRM Across the Wire,
Posted 15 Sep 2015
New capabilities added for customer-facing processes in marketing, sales, lending, and customer service.
CRM Across the Wire,
Posted 02 Sep 2015
Accenture's analytics applications for the financial services industry can be customized for specific industry segments and workflows.
CRM Across the Wire,
Posted 15 Jun 2015
Accenture Customer Insights Solution combines Pegasystems' multichannel and product underwriting capabilities with Accenture Duck Creek core policy solution in a single technology platform.
CRM Across the Wire,
Posted 09 Jun 2015
Poor customer service accounts for most company defections.
Insight,
Posted 01 Apr 2015
The 'online GPS' can eliminate site confusion and facilitate interactions.
Magazine Features,
Posted 01 Mar 2015
Junxure Cloud 2.0 brings powerful API capabilities and key user experience enhancements.
CRM Across the Wire,
Posted 12 Feb 2015
The partnership leads to a click-to-call banking app for kiosks and ATMs.
CRM Across the Wire,
Posted 06 Jan 2015
Early adopters of the industry-specific apps include Citibank, Air Canada, and Sprint.
CRM Featured News,
Posted 10 Dec 2014
Companies that value customers need to let them know.
Customer Experience,
Posted 01 Dec 2014
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