CRM systems

The Indiana credit union, which was rebranded from Teachers Credit Union in 2023, says it chose Creatio for the low-code/no-code vendor's ease of use.

Customers' familiarity and expectations for digital service have risen but customer service strategy needs to adapt to this new playing field, says Majorel's Oliver Carlsen.

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

Tier1 Financial Solutions says the acquisition will give it access to midsize financial institutions and that Alessa's product will improve onboarding for Tier1's clients.

This “audience of one” approach gives customers offers that are personalized to them, enhancing the relationship with your brand and building trust, says Mobiquity's Sree Singaraju.

Community banks are relying more on analytics, incentives and business partnerships in hopes of stemming an outflow of deposit relationships.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Consumers are looking to Instagram and other social networks over traditional branding, according to Acceleration Partners' Robert Glazer.

Intent on rapidly capturing the value and benefits of these new services, companies too often take a path of least resistance to cloud assessment and operational planning, writes Justin Yunag, chief digital officer, financial services for Atos North America Operations.

Allowing third-party access to bank data will open up the opportunity for far wider data aggregation than previously possible, writes Huw Davies, CCO of Token.

With startups eating away at bank offerings, Oracle’s enterprise management platform is rolling out a new feature to streamline product development for business clients.

The Boston bank said the digital lending platform has cut down the time it takes to deliver loan decisions by roughly 40%.

Unlike non-data-driven processes (paper), bidirectional visibility allows for more agility and speed with the digital platforms and technology that support transactions, writes Matt Clark, president and COO of Corcentric.

CRM solutions have proved useful in providing a technological infrastructure for gathering data on a customer, but they are just that—an infrastructure. The larger difficulty is often managing the content and messaging that goes through the CRM pipeline, according to Patrick Kehoe, executive vice president of Messagepoint.

Scan-and-go payments and other mobile technology can redirect store resources toward more personal service to keep consumers in stores, according to Julian Wallis, retail director at Rambus.

IoT and omnichannel require fast informed data-driven decisions for merchants, a challenge Mastercard hopes to address with predictive analytics, driving more transactions and fee income.

Loyalty programs should enhance your brand through all your customer-facing marketing. Macy’s Star Rewards is all over their social media, stores and supporting materials. Plenti doesn’t say anything about the Macy’s brand. It only enhances the Plenti brand, writes Tom Caporaso, CEO of Clarus Commerce.

An omnichannel payment platform offers customers a unified shopping experience across whichever channel they decide to make a purchase, whether via point-of-sale in-store, online, mobile or even telephone, writes Nick Aceto, senior vice president of technology for CardConnect.

OEM and other mobile payments can feed sales, marketing and recurring transactions for lenders, according to Steve Yi, co-founder and CEO of MediaAlpha.

Through chats, contact-center calls, emails and tickets, AI is being used to expand consumers' access to services, writes Jordi Torras, CEO and founder of Inbenta.