Financial Services/Banking CRM > CRM News

An informed and personal touch is the key to successful relationships where money and investments are involved. Customer relationship management (CRM) solutions can address these issues. 

Explore our latest CRM news, analysis, and advice for the financial services and banking industry.

Red Box Partners with RingCentral

Red Box and RingCentral deliver voice and video capture integrated with unified communications. (Featured on SmartCustomerService.com.)

Experian Adds to PowerCurve Suite

New solutions in the Experian PowerCurve suite are available for cloud deployments.

Alogent Partners with DeepTarget on Digital Engagements for Banks and Credit Unions

The integration between Alogent and DeepTarget allows financial institutions to personalize messaging to customers.

CSI Partners with Revation Systems for LinkLive Banking

LinkLive Banking provides chat and video communication solutions across digital banking channels.

Hearsay Deepens Partnership with Salesforce

Hearsay's social media, voice, text, and website solutions extend the power of Salesforce to financial services firms.

Interactions Launches Virtual Collection Agent

Interactions' Virtual Collection Agent (VCA) is an interactive virtual assistant geared specifically for the collections industry. (Featured on SmartCustomerService.com.)

Dial800 Launches Outbound Call Tracking

Dial800 now offers both inbound and outbound call tracking, so users can track, route, and analyze all of their calls. (Featured on SmartCustomerService.com.)

Revation Systems Announces LinkLive 9.1 Unified Communications for Healthcare and Banking

LinkLive 9.1's new chat functionality enables messaging, video, and voice communications. (Featured on SmartCustomerService.com.)

Seismic and Vertical IQ Partner

Integration relies on Seismic LiveDocs technology and Vertical IQ industry intelligence to automatically generate custom content about any industry.

FTI Consulting and ForMotiv Partner on Digital Behavioral Data Capture for Insurers

The partnership between ForMotiv and FTI will deliver web behavioral data to insurers and financial services firms to combat fraud and improve service delivery.

ServiceNow Launches Telecommunications and Financial Services Solutions

ServiceNow outlined new products and partnerships at its Knowledge 2020 Digital Experience event to help financial services, telecommunications, and healthcare firms with digital transformations and workflow improvements. (Featured on SmartCustomerService.com.)

Experian Releases New Version of CrossCore Identity and Fraud Risk Platform

Experian CrossCore enables self-service orchestration and faster performance.

OptifiNow Partners with DoublePositive

Integration provides an integrated call center for mortgage lenders.

Banks Struggle to Meet Customer Expectations

Customer demands from banks have changed, and financial services firms are finding it difficult to deliver, a new report from BAI asserts.

Breach Clarity Launches Premium to Give Financial Services Firms Customer-Level Breach Risk Intelligence

Breach Clarity Premium identifies the precise customers and data impacted by every publicly reported data breach in real time.

ServiceNow Introduces Industry Solutions Strategy

ServiceNow's initial solutions will focus on the banking and telecommunications verticals.

PCI Pal Named a Cisco Preferred Solution Partner

PCI Pal Agent Assist and IVR Payments achieve Cisco-compatible certification to provide integrated solutions that protect sensitive cardholder data in contact centers. (Featured on SmartCustomerService.com.)

Hearsay Systems Launches SMS Compliance Automation

Hearsay's new FINRA, SEC, IIROC, MFDA, and FTC rules engine helps financial advisors meet expectations for text messaging.

Neustar and Equifax Partner on Segmentation Solutions for Financial Services

The partnership is established to provide marketers in financial services with a segmentation solution that does not rely on protected-class demographics.

Bigtincan Launches Integrated Platform for Financial Services

Bigtincan Financial Services provides sales enablement automation with pitchbook, client reporting, and document generation for financial services firms.