IPC Partners with Luware
09 Jul 2026
Partnership brings Luware Recording to IPC's communications portfolio.
GReminders Launches AI Forms
08 Jul 2026
GReminders' AI Forms automate CRM data extraction from documents and meeting transcripts.
Eltropy Opens Agentic AI to Fintechs with Early Access Program
08 Jul 2026
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
08 Jul 2026
Integration connects RETR's mortgage production and contact intelligence with OptifiNow's CRM workflows.
Jump UnveilsĀ Account Opening and Workflow Innovations for Advisors
26 Jun 2026
Jump's new capabilities streamline client engagement and further extend AI-powered workflows.
Glia Launches AI Outreach for Banks and Credit Unions
16 Jun 2026
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
05 Jun 2026
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
03 Jun 2026
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
03 Jun 2026
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
02 Jun 2026
The ebankIT-Daon embedded solution brings continuous identity assurance into the core of digital banking.
Slant Integrates with CurrentClient
26 May 2026
Slant now incorporates conversations from CurrentClient's phone applications into one centralized repository for advisors.
VastAdvisor Integrates with Salesforce, Microsoft Dynamics, and HubSpot
20 May 2026
VastAdvisor integrations eliminate data fragmentation across the three CRM systems.
First Orion and Glia Launch Identity-First Partnership
14 May 2026
First Orion has partnered with Glia to secure branded calls with call authentication and spoof protection.
OptifiNow Integrates with PhoneBurner
07 Apr 2026
Integration connects OptifiNow's CRM-driven outreach with PhoneBurner's power dialing technology.
Glia Launches CoPilot and Glia Banker
30 Mar 2026
Glia CoPilot is an AI knowledge tool, while Glia Banker is an assistant for automating customer interactions.
Jump Launches AI Associate
26 Mar 2026
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
23 Mar 2026
Constant AI's Nia is an AI agent that completes Skip-A-Pay processes for credit unions.
OptifiNow Integrates with InGenius
17 Feb 2026
OptifiNow's integration with InGenius brings lender data to the platform.
Billtrust Launches Agentic VoIP
13 Jan 2026
Billtrust Agentic VoIP with automated calling, transcription, summaries, and follow-up.
Pega Launches Agentic Compliance Solution with Enhanced Pega CLM
17 Dec 2025
Pegasystems' CLM and KYC solution transforms onboarding and due diligence with new genAI-powered automation.