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.

NICE Adds Real-Time Recording Reconciliation to NICE COMPASS

Financial services firms can now capture every type of trader voice communication to comply with regulations.

CallMiner and Morae Global Partner on Conversational Behavioral Analytics for Financial Services 

Voice surveillance based upon conversational content proactively reveals compliance and fraud threats

UBank Partners With FaceMe to Launch Mia, a Digital Assistant

Mia, will give customers real-time support during the home loan application process.

Kasisto and Moneythor Partner on Banking Conversational AI

Platform integration between Kasisto and Moneythor will increase the insight that the KAI platform can use to make recommendations.

Customer Satisfaction With Banks Up Slightly

CFI Group's Bank Satisfaction Barometer moves from 79 to 80 on a 100-point scale.

Banks Are Big Users of Bots, Frost & Sullivan Finds

Greater focus on customer experience creates growth opportunities for chatbots and robotic process automation, according to the research.

Continuity Programs Adds Reputation Management to Its CRM Software

Additions help companies manage online customer reviews.

Voci Introduces Advanced Voice-Based Biometrics 

Voci's new technology helps companies develop apps to prevent fraud, safeguard privacy, and improve customer experiences.

Behavox Launches Behavox Voice

Behavox Voice lets users process and analyze voice recordings.

Clarabridge Updates Banking Solution

Updates to the Clarabridge Banking Solution include new features, dashboards, and consumer insights.

Redtail Technology Adds Artificial Intelligence to Advisor CRM

Clarabridge Announces Solution Updates

Clarabridge has added to the languages supported by its speech analytics solutions and made other enhancements across its platform.

J.D. Power and ClickFox Partner

J.D. Power's alliance with ClickFox will help companies identify cross-channel consumer interactions.

Verint Revamps Financial Compliance Solutions

Solutions capture customer communications via Microsoft Skype for Business and Teams, Cisco Jabber, and other voice and digital interactions.

The Value of CRM Integration for SMBs (Video)

SMB Group Partner & Co-founder Laurie McCabe discusses the importance of integrating cloud CRM solutions with other applications for SMBs undergoing digital transformation in this clip from CRM Evolution 2018.

ValueMomentum Partners with Smart Communications

The partnership will allow financial services, insurance, and healthcare firms to deploy unified multichannel communications capabilities.

IDC Predicts Strong Growth for Big Data and Business Analytics

Worldwide revenue for big data and business analytics solutions is forecast to reach $260 billion in 2022, up from $166 billion today.

NICE and Cloud9 Technologies Integrate

NICE integrates its NICE Trading Recording with Cloud9 Technologies' C9 cloud-based voice trading platform.

Is the Customer Data Platform the Pot o' Gold for B2B Marketers? (Video)

IntelliPhi CEO Anand Thaker explains how B2B marketers can leverage customer data platforms (CDPs) in this clip from his presentation at CRM evolution 2018.

Gupshup Integrates Marketing Messaging with WhatsApp

Through its integration with WhatsApp, Gupshup is bringing interactive messaging to its Smart messaging platform.