Tag : AI CRM

Securityplus FCU Embraces Agentic CRM to Deliver More Connected Member Experiences
Credit Bureaus Finance News

Securityplus FCU Embraces Agentic CRM to Deliver More Connected Member Experiences

EIN Presswire
by EIN Presswire0
Baltimore-based credit union connects member data and AI to deliver more intelligent, personalized service Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale — today announced that Securityplus Federal Credit Union has selected Creatio to embed......
https://www.einpresswire.com/article/933892325/byteful-joins-the-ethical-web-data-collection-initiative
Banking News

Avidia Bank Unifies Banking Operations on Creatio, Achieving 86% Employee Adoption in Six Months

EIN Presswire
by EIN Presswire0
Enterprise-wide transformation connects customer-facing and operational teams on a single platform, creating the foundation for AI-powered banking Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale, today announced that Avidia Bank has completed an enterprise-wide......
Arizona Financial Credit Union, Built on Trust Since 1936, Bets on Creatio’s Agentic AI to Deepen Member Relationships
Credit Bureaus Finance News

Arizona Financial Credit Union, Built on Trust Since 1936, Bets on Creatio’s Agentic AI to Deepen Member Relationships

EIN Presswire
by EIN Presswire0
Named one of America’s best credit unions by Forbes and Newsweek, the $3.9 billion institution modernizes how it serves 180,000 member-owners Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale, today announced that Arizona Financial......
Juniper Square Integrates Nasdaq eVestment™ to Advance Transparency and Institutional Access for Private Markets IR Teams
Artificial Intelligence Investment Services News

Juniper Square Integrates Nasdaq eVestment™ to Advance Transparency and Institutional Access for Private Markets IR Teams

PR Newswire
by PR Newswire0
Juniper Square and Nasdaq® are advancing transparency and efficiency in private markets by embedding Nasdaq eVestment institutional intelligence directly into Juniper Square’s AI CRM for Investor Relations. This integration empowers IR teams with real-time investor insights, automated updates, and actionable analytics. Juniper Square, the fund operations partner to more than......
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