nCino’s Pope to speak at Bank Automation Summit Fall
Britney Pope, associate vice president of strategic solutions at cloud banking provider nCino, is joining the speaker faculty at Bank ...
Tag: CRM
5 questions with … TD Bank Head of Integrated Sales and Advice Chris Yancey
TD Bank’s head of integrated sales and advice for consumer distribution, Chris Yancey, has adapted his approach to relationship banking ...
New AI takes on consulting, CRM
Banks are betting on artificial intelligence to change the future of work. “Much of risk compliance and control depends on ...
Community bank, hungry for market share, tees up tech launches
The Peoples Community Bank, a $300 million institution near Madison, Wis., is beginning to upgrade its core tech stack after 30 years in ...
Stripe partners with CRM provider to aid SMB
Payments infrastructure giant Stripe has integrated with Keap, a customer relations management platform designed for small businesses, in a partnership ...
Wealthbox CRM Integrates with SS&C in Effort to Save RIAs Time
Wealthbox CRM, a web-based customer relations management company, believes it has the tools to save financial advisors precious time. “CRM ...
Citi Ventures Leads $28 Million Round for Client Management Startup HoneyBook
Citi Ventures led a $28 million Series C equity round for client management platform HoneyBook, the company announced today. The ...
Why Are Half of All Sales Leads at Banks Dropped?
Half of all bank leads are not followed up, and millions of irrelevant offers are mailed at great expense to ...
Customer Service Solutions Dominate Day 1 of FinovateFall
If Finovate Spring was dominated by companies in lending and underwriting, then Finovate Fall was all about startups and service providers ...
Salesforce’s New Service for Retail Banking Will Take Banks to the Cloud
EXCLUSIVE—Technology provider Salesforce has released a new cloud service for retail banking, tailored to the needs of bankers who need ...
