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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.

Alltius Launches Agentic AI Suite

Alltius' Agentic AI Suite helps financial services firms build and maintain AI agents.

Eltropy Launches Desktop Application

Eltropy's Desktop App uses fewer system resources and offers faster access than browser-based systems. (Featured on SmartCustomerService.com.)

Eltropy Introduces Collections 2.0 Suite

Eltropy Collections 2.0 uses AI to provide personalized collections messages for financial firms.

Progress Software Updates ShareFile

New Progress ShareFile updates automate administrative tasks and insights.

CSI Partners with WaveCX

CSI and WaveCX collaborate to help financial institutions drive digital adoption and engagement through personalized, in-app experiences.

Eltropy Launches Office Phone

Eltropy's Office Phone unifies front- and back-office telephone communications for credit unions and community banks. (Featured on SmartCustomerService.com.)

Persado Debuts Marketing Compliance Agentic AI for Financial Services

Persado Marketing Compliance Agentic AI for Financial Services fuses content compliance, brand fit, and performance.

Blend and Glia Partner

Integration between Glia and Blend enables lenders to guide borrowers within the application.

3CLogic Partners with NewRocket

3CLogic and NewRocket partnership delivers contact center solutions for financial services with ServiceNow.

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.