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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.

Glia Launches Expanded CU*Answers App Integration

With Glia's expanded CU*Answers integration, credit unions can now build deeper member relationships through unified, mobile interactions.

Talkdesk Launches AI Agents for Financial Services

Talkdesk applies agentic AI automation to banks' and credit unions' customer service and support workflows with AI Agents for Financial Services.

WaveCX Launches Curator Command

WaveCX's Curator Command transforms natural language requests into direct in-app action.

GReminders Integrates with Leading CRM systems

GReminders' latest integrations put meetings and productivity tools at the fingertips of wealth management advisors.

Advisor360° Launches Parrot AI

Advisor360°'s Parrot AI is a generative AI assistant for financial advisors.

Snappy Kraken Integrates with Catchlight

Snappy Kraken has partnered with Catchlight to scale personalized prospect engagement and completed SOC 2 Type 2 Certification

Cognizant and ServiceNow Launch Dispute Management Solution for Mid-Market Banks

Cognizant's and ServiceNow's business process-as-a-service solution is designed to streamline the dispute resolution process.

Glia Announces GVA Learning 360

Glia's GVA Learning 360 is an AI virtual assistant that can generate responses based on human agent conversations. (Featured on SmartCustomerService.com.)

Glia Partners with COCC

Partnership brings Glia's ChannelLess customer interaction platform to COCC's digital banking platform. (Featured on SmartCustomerService.com.)

Zeta Launches Selene, a Customer Support Agent for Banks and Fintechs

Zeta's Selene leverages generative AI with banking-grade features to handle 100 percent of customer support calls. (Featured on SmartCustomerService.com.)

Uptiq Launches AI Workbench Developer Edition

Uptiq's AI Workbench Developer Edition will help financial services firms power AI agents.

J.D. Power Brings Customer Behavior Analytics to Databricks Marketplace 

JD Power's collaboration with Databricks expands access to cross-industry consumer datasets to drive seamless integration with predictive models and AI-powered solutions using Delta Sharing.

Talkdesk Achieves AWS Financial Services ISV Competency

Talkdesk has been recognized for helping financial and insurance companies deliver connected, personalized experiences.

AcquireUp Launches Express Digital

AcquireUp's Express Digital helps companies with webinar attendance.

Gain Life Launches Real-Time Voice Call Translation Solution

Gain Life's real-time voice translation software enables conversations in more than 30 languages. (Featured on SpeechTechMag.com.)

Eltropy Acquires Lexop

Eltropy's acquisition of Lexop will helps credit unions and community banks modernize loan repayment and collections.

Relcu Expands CRM Offering to Financial Services Firms

Relcu has expanded its CRM platform for mortgage lenders to the larger financial services sector.

Zingly Adds AI Solutions for Financial Industry

Zingly's new Rooms, GenAI Buddy, Relationship AI, and Agent Copilot use AI to fuel revenue growth and maximize customer acquisition, onboarding and wallet share.

Zingly.ai Partners with Ascend Technologies

Zingly's partnership with Ascend is bringing CX innovations for regulated industries.

Salesforce Introduces Financial Services Cloud (FSC) for Insurance Brokerages

Salesforce Financial Services Cloud (FSC) for Insurance Brokerages combines CRM, AI, and real-time data