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.

Truent.ai Launches Segmentation & Alerts

Truent.ai's Segmentation & Alerts feature provides insights into buyer behavior for financial institutions.

Ignite Sales Launches Ignite Sales IQ Analytics 2.0

Ignite Sales' new data analytics platform promises to transform sales performance for banks.

Verint Financial Compliance Achieves Microsoft Co-sell-Ready Status

Verint's Financial Compliance is Microsoft Co-sell-Ready and available in the Microsoft AppSource Marketplace.

FMG Partners with Bento Engine

Together FMG and Bento Engine are allowing financial advisors craft messaging around life events.

Eltropy Integrates with Portico from Fiserv

Eltropy and Portico integration fosters enhanced credit union member engagement.

Call Center Fraud on the Rise

TransUnion report shows 90 percent of financial services contact centers see fraud attacks increasing.

Glia's Digital Interaction Solutions Now Available Within Lumin's Digital Banking Platform

Glia's collaboration with Lumin helps credit unions serve and support members in the digital domain.

Theta Lake Expands RingCentral Integration

Theta Lake launches Smart Capture for RingCentral Contact Center.

Snappy Kraken Launches Email Builder

Snappy Kraken's new email builder uses AI to create images, body text, headings, and calls to action.

Gryphon.AI Integrates with NICE CXone

Gryphon.ai's Gryph compliance and collections solution is now available with NICE's CXone platform. (Featured on SmartCustomerService.com.)

Gryphon.ai Launches Gryph for Collections

Gryphon.ai'es Gryph for Collections ensures regulatory compliance for debt collection calls.

Kasisto Launches KAI-GPT

Kasisto's KAI-GPT is a banking industry-specific large language model.

ENACOMM Unveils Emerie, an IVA for the Financial Industry

ENACOMM's Emerie is an intelligent virtual assistant, virtual receptionist, and virtual teller for banks and credit unions.

Glia Adds Voice Banking and Secure Conversations to Interaction Platform

AI voice banking and secure messaging features add simplicity and security to customer interactions via the Glia platform. (Featured on SmartCustomerService.com.)

Onfido Adds Identity Verification Service for Salesforce Financial Services Cloud

Salesforce Financial Services Cloud customers can now activate identity verification in just a few clicks.

Bento Engine Launches Your Journey to Help Advisors Generate Leads

Bento Engine's Your Journey is a tool to convert website visitors into qualified booked meetings.

Hearsay Unveils Content+

Hearsay's Content+ is an AI-powered content solution tailored to the financial services industry.

LiveVox Partners with CGI

LiveVox has integrated its cloud contact center technology with CGI's collections platform for financial firms. (Featured on SmartCustomerService.com.)

Qualtrics Launches Retail Banking Accelerator

Qualtrics' Retail Banking Accelerator will help banks get customer insights faster.

OptifiNow Launches OptifiNow Flex Multichannel CRM Platform

OptifiNow Flex unifies mortgage CRM products into a single platform.