Lake City Bank Selects Creatio’s Agentic Platform as the Foundation for its Modernized CRM Solution

Indiana-based bank establishes a scalable system for disciplined, AI-enabled growth BOSTON, MA, UNITED STATES, March 2, ...

Construct CRM Leverages U.S. Bank Avvance® to Empower Over 30,000 Roofing Contractors with Embedded Financing Solutions

This integration creates a more seamless end-to-end experience for the roofing industry, where upfront costs can often ...
CNET

Financial services firms bank on new CRM

Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...
Destination CRM

CRM in Financial Services: Like Money in the Bank

Online banking presents a real mix of opportunities and obstacles for financial service providers. Customers in this market are intelligent and tech savvy and are 50 percent more likely to stay with ...
Business Wire

MidAmerica National Bank Chooses 360 View’s CRM for Next-Level Growth and Customer-Centric Service

Illinois’ multi-branch MidAmerica National Bank joins with 360 View to bring an advanced set of customer relationship tools to complement their already community-focused banking approach. 360 View ...
it.tmcnet

Export-Import Bank Improves Operational Efficiency with Soffront CRM

Soffront Software, Inc., a provider of mid-market Customer Relationship Management (CRM) software, has announced that the Export-Import Bank (Ex-Im Bank) of the United States is using Soffront CRM for ...
CRM Buyer

CRM for Financial Services, Part 1: Unmet Potential

The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a ...
American Banker

Hibernia Using Corporate, Private-Bank CRM System

Hibernia Corp. says its corporate and private bankers have begun logging in to easy-to-use new software, developed partly in-house, to share records of their interactions with customers. Largely ...
Business Wire

Sovereign Bank's Workflow-Based Salesnet CRM Implementation Named RealWare Award Finalist

Salesnet Is The Only On-Demand Vendor To Have A Customer Recognized In Best Intelligent CRM Application Category Salesnet and Sovereign Bank (NYSE: SOV) announced today that Intelligent Enterprise ...
Insider Monkey

Salesforce, Inc. (CRM): Bank of America Sees Upside Potential as AI-Powered Agentforce Drives Growth

We recently compiled a list of the Top 12 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands against the other ...
Diginomica

Shawbrook Bank ditches spreadsheets and Word for Zoho CRM

Shawbrook Bank has always tried to maintain a customer-centric approach to its business. However, when the pandemic hit last year, its service channels weren’t able to meet the rapidly changing ...
ZDNet

Financial services firms bank on new CRM

Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...