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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 Partners with Kasisto

Glia is pairing with Kasisto to incorporate AI into its Digital Customer Service Platform.

Credit Card Issuers Struggle to Meet Customer Expectations

Customer satisfaction declines show financial firms are struggling to meet customer needs in a volatile economy, J.D. Power found.

DeepTarget Integrates with Q2

DeepTarget's integration with Q2 will help financial institutions personalize offers to consumers.

Semafone Launches SecureWeb+ for Payments on Third-Party Websites

Semafone SecureWeb+ secures payments on third-party merchant websites and CRM systems without compromising PCI DSS compliance.

noHold Partners with Finastra

noHold has launched its Virtual Call Center Agent app on Finastra's FusionFabric.cloud. (Featured on SmartCustomerService.com.)

Neustar and Equifax Launch Financial Spectrum for Financial Services Marketers

Financial Spectrum provides audience segmentation without using protected-class variables.

InvoiceCloud Updates IVR Offering

InvoiceCloud's updated IVR will allow for more omnichannel bill payment options.

Talkdesk Launches Healthcare and Financial Services Experience Clouds

Talkdesk launches industry-specific contact center solutions for healthcare and financial services at its Opentalk event. (Featured on SmartCustomerService.com.)

1Wire Integrates VoIP Phone with Redtail CRM

Integration allows Redtail CRM users to enable click-to-call, screen pop, and call logging capabilities from the 1Wire business VoIP system.

ENACOMM Partners with REDi to Combat Fraud

REDi will integrate its fraud control solutions with ENACOMM's omnichannel offerings.

Ignite Sales Partners with Vericast

Ignite Sales' technology will power Vericast's Harland Clarke solution for customer engagement.

OptifiNow Integrates with Encompass TPO Connect

OptifiNow's integrations provides access to TPO Connect and loan data in Encompass.

StratiFi and Redtail Announce Integration Partnership

The integration between StratiFi and RedTail will provide shared users access to StratiFi's PRISM Rating technology via single sign-on through their Redtail credentials.

ENACOMM Partners with IDmission

ENACOMM customers can now take advantage of IDmission's multifactor authentication and identity solutions.

Doxim Acquires Level One

Level One acquisition extend's Doxim's position in the utilities, government, and insurance sectors.

Behavox Expands Compliance Platform with Twitter Support

Behavox's integration with Twitter helps companies address regulatory risk and prevent compliance violations on the social media channel.

GreenPath and eGain Partner on Virtual Financial Coach

Virtual Financial Coach uses eGain's AI to provide financial advice.

Behavox Adds Microsoft Teams to Compliance Platform

Behavox's integration allows financial firms to capture and ingest data from Microsoft Teams.

DeepTarget Partners with MDT

DeepTarget-MDT partnership helps credit unions engage members during their digital banking journeys.

Flybits Launches Privacy-First Guided Opt-In

Flybits' Privacy-First Guided Opt-in helps banks give their customers control over their data.