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.

Spring Labs Introduces Raia, an AI Copilot for Fintechs

Raia harnesses generative AI to supercharge financial services firms' customer service teams and customer self-service.

Snappy Kraken Unveils Marketing Hub

Snappy Kraken's new relationship and insight-first marketing solution takes guesswork out of financial advisor marketing.

Glia Introduces Cortex AI for Financial Services Firms

Glia Cortex delivers personalized self-service experiences at scale, improves agent productivity, and provides new insights for managers.

Eltropy Launches Voice+

Eltropy Voice+ combines traditional Voice capabilities with text, video, chat, AI, and more. (Featured on SmartCustomerService.com.)

Upstart Launches Recognized Customer Personalization

Upstart's Recognized Customer Personalization lets lenders tailor offers to existing customers.

Skit.ai Launches Multichannel Offerings for Debt Collections

Skit.ai's suite of generative AI-powered, self-service solutions includes voice, chat, email, and text automation. (Featured on SmartCustomerService.com.)

Talkdesk Unveils Talkdesk Autopilot

Talkdesk Autopilot is a generative AI customer service experience with self-service use cases for banks and retailers. (Featured on SmartCustomerService.com.)

Truent.ai Launches Segmentation & Alerts

Truent.ai's Segmentation & Alerts feature provides insights into buyer behavior for financial institutions.

Ignite Sales Launches Ignite Sales IQ Analytics 2.0

Ignite Sales' new data analytics platform promises to transform sales performance for banks.

Verint Financial Compliance Achieves Microsoft Co-sell-Ready Status

Verint's Financial Compliance is Microsoft Co-sell-Ready and available in the Microsoft AppSource Marketplace.

FMG Partners with Bento Engine

Together FMG and Bento Engine are allowing financial advisors craft messaging around life events.

Eltropy Integrates with Portico from Fiserv

Eltropy and Portico integration fosters enhanced credit union member engagement.

Call Center Fraud on the Rise

TransUnion report shows 90 percent of financial services contact centers see fraud attacks increasing.

Glia's Digital Interaction Solutions Now Available Within Lumin's Digital Banking Platform

Glia's collaboration with Lumin helps credit unions serve and support members in the digital domain.

Theta Lake Expands RingCentral Integration

Theta Lake launches Smart Capture for RingCentral Contact Center.

Snappy Kraken Launches Email Builder

Snappy Kraken's new email builder uses AI to create images, body text, headings, and calls to action.

Gryphon.AI Integrates with NICE CXone

Gryphon.ai's Gryph compliance and collections solution is now available with NICE's CXone platform. (Featured on SmartCustomerService.com.)

Gryphon.ai Launches Gryph for Collections

Gryphon.ai'es Gryph for Collections ensures regulatory compliance for debt collection calls.

Kasisto Launches KAI-GPT

Kasisto's KAI-GPT is a banking industry-specific large language model.

ENACOMM Unveils Emerie, an IVA for the Financial Industry

ENACOMM's Emerie is an intelligent virtual assistant, virtual receptionist, and virtual teller for banks and credit unions.