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.

Global Relay Launches Text for Global Relay Message

Text for Global Relay Message allows financial professionals to securely communicate with clients via text messages.

PerformLine and Protiviti Partner on Automated Compliance Monitoring Solution

New alliance combines PerformLine's platform with Protiviti's risk management and regulatory compliance expertise.

NexJ Systems Revamps CRM with IBM Hybrid Cloud Platform

NexJ Systems has chosen IBM Cloud Private to host its CRM platform.

Claritas Launches P$ycle Premier Segmentation Tool for Financial Services

P$ycle Premier offers predictive capabilities to support highly targeted marketing campaigns.

Unify CRM Integrates with LendingPad

LendingPad users can now take advantage of the communication tools within Unify CRM.

CGS Partners with Verint and Custodia for Customer Care

The partnerships enhance the compliance infrastructure for financial firms' contact center and customer support operations.

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.