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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.

IPC Partners with Luware

Partnership brings Luware Recording to IPC's communications portfolio.

GReminders Launches AI Forms

GReminders' AI Forms automate CRM data extraction from documents and meeting transcripts.

Eltropy Opens Agentic AI to Fintechs with Early Access Program

Through its Early Access Program, Eltropy gives fintech builders and credit unions and community banks a path from idea to deployed agent. (Featured on SmartCustomerService.com.)

OptifiNow Integrates with RETR

Integration connects RETR's mortgage production and contact intelligence with OptifiNow's CRM workflows.

Jump UnveilsĀ  Account Opening and Workflow Innovations for Advisors

Jump's new capabilities streamline client engagement and further extend AI-powered workflows.

Glia Launches AI Outreach for Banks and Credit Unions

Glia's new outbound voice and SMS solution helps financial institutions grow deposits, strengthen customer and member relationships, and proactively reduce delinquency.

Amplify Expands Integration with Wealthbox CRM

New integration allows Wealthbox client data to flow from onboarding through multi-custodial account opening, investment management, and reporting within the Amplify platform.

Eltropy Expands Voice Authentication Ecosystem with Illuma, IDgo, and Pindrop

Eltropy is expanded its partnership ecosystem to expand voice authentication across consumer interactions for credit unions and community banks. (Featured on SpeechTechMag.com.)

Vonage Launches Industry-Specific AI Agents for Healthcare, Financial Services, and Retail Contact Centers

Vonage's strategic partnerships with Avaamo and Syndeo enable companies to deploy industry-specific AI agents for self-service and agent intelligence. (Featured on SmartCustomerService.com.)

ebankIT Partners with Daon for Identity Fraud Prevention

The ebankIT-Daon embedded solution brings continuous identity assurance into the core of digital banking.

Slant Integrates with CurrentClient

Slant now incorporates conversations from CurrentClient's phone applications into one centralized repository for advisors.

VastAdvisor Integrates with Salesforce, Microsoft Dynamics, and HubSpot

VastAdvisor integrations eliminate data fragmentation across the three CRM systems.

First Orion and Glia Launch Identity-First Partnership

First Orion has partnered with Glia to secure branded calls with call authentication and spoof protection.

OptifiNow Integrates with PhoneBurner

Integration connects OptifiNow's CRM-driven outreach with PhoneBurner's power dialing technology.

Glia Launches CoPilot and Glia Banker

Glia CoPilot is an AI knowledge tool, while Glia Banker is an assistant for automating customer interactions.

Jump Launches AI Associate

AI Associate transforms Jump from insight engine to execution layer across meetings, CRM, email, planning systems, and more.

Constant AI Releases Nia, an AI Agent

Constant AI's Nia is an AI agent that completes Skip-A-Pay processes for credit unions.

OptifiNow Integrates with InGenius

OptifiNow's integration with InGenius brings lender data to the platform.

Billtrust Launches Agentic VoIP

Billtrust Agentic VoIP with automated calling, transcription, summaries, and follow-up.

Pega Launches Agentic Compliance Solution with Enhanced Pega CLM

Pegasystems' CLM and KYC solution transforms onboarding and due diligence with new genAI-powered automation.