Vibrant Credit Union Moves to Video Banking with Sharpen
Sharpen's cloud contact center platform enables customers to use video kiosks at Vibrant's branch locations
Investopedia Takes a New Marketing Tack with Sailthru
The financial website selected Sailthru to remodel its email newsletter program
Rising Support for Automatic Dialers
3C Logic helps a credit counseling service 'keep up with customers.'
Bank Emerges from the Ashes with Salesforce CRM
Huntington Bank returned to profitability quickly by re-engineering its customer service processes.
IVR Investment Pays Off at Australian Bank
Westpac Group installs Holly Connects platform to address customer service woes.
Software Company Takes Hard Look at Phone Automation
FundNET installs Ifbyphone to redefine call-in support for financial services clients
Retired and Retried
A unit of Prudential Financial invests in Salesforce.com to revive a lethargic sales and customer retention program.
Adhering to Higher Quality
New York Life streamlines its workforce, vastly improving internal metrics.
Investing in Knowledge Management
Financial software developer Advent uses InQuira to show it's what you know and who you know.
Ringing the Opening Bell
A financial-trading facility gets a new recording system in less than two weeks—and saves $292,000.
A Site Stops Feeling Overtaxed
The voice of the customer helps Intuit in an online revamp.
Burning Up the Paper Trail
Origen Financial turns to automation to minimize a mountain of mortgage paperwork.
Moving in on Mortgage Delinquencies
The mortgage division of a financial-services firm credits proactive communications with lowering its delinquency rate.
True-Blue Service Documentation
A technology-infrastructure specialist saves about $60,000 in one year by implementing a Web-based service management application from BlueFolder.
Money Changes Everything
Callidus helps a financial force straighten out its transactions.
Rescued at Sea
Microsoft partner IBIS wades in to help a financial services company with unmanageable sales leads.
Secret of My Success: Pay Dirt
A credit union looks to incentive management to help cut back on all the paper.
IBM and Call Design help St. George Bank reap the benefits of a speech-user interface.
Secret of My Success: Getting More for the Money
Citizens National Bank turns to a smaller CRM company for bigger results.
Opening Accounts and Relationships
A credit union uses service as a competitive advantage over price.