Tag : CRM

Leverate Launches MCP for Traders to Connect AI Assistants With Trading Platforms
Finance News Trading

Leverate Launches MCP for Traders to Connect AI Assistants With Trading Platforms

GlobeNewswire
by GlobeNewswire0
AI assistants have spent the past year helping traders understand the markets. Leverate’s new MCP for Traders extends that functionality to connected trading platforms. Leverate has released MCP for Traders, connecting MCP-compatible third-party AI assistants, including Claude and ChatGPT, directly to a live trading account. Traders can ask about the market,......
Personetics Launches Banking Console, Bringing AI-Powered Customer Intelligence to the Relationship Manager's Desktop
Banking Finance News

Personetics Launches Banking Console, Bringing AI-Powered Customer Intelligence to the Relationship Manager’s Desktop

Business Wire
by Business Wire0
New AI-powered product gives relationship managers a ranked view of which customers need attention, why, and what to say, layered directly on top of the CRM banks already use Personetics, the AI Cognitive Banking Platform, announced the launch of Banking Console, an AI-powered banker enablement product that continuously analyzes customer......
Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors
Artificial Intelligence Finance News

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors

Business Wire
by Business Wire0
Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation Orion expanded its collaboration with Anthropic, launching Orion’s MCP......
KALZERO Expands Unified Technology Ecosystem with ZeroTrade and NetPay247
Digital Payments News Trading

KALZERO Expands Unified Technology Ecosystem with ZeroTrade and NetPay247

EIN Presswire
by EIN Presswire0
KALZERO brings together ZeroTrade and NetPay247 to deliver unified brokerage, card issuing, payments, CRM and business technology infrastructure. KALZERO has announced the expansion of its technology ecosystem, bringing together brokerage infrastructure, branded card solutions, payments, CRM, automation and operational technology within one connected business environment. Our vision is simple: give......
Canadian Ukrainian Credit Union Builds an Agentic CRM Foundation to Fuel Membership Growth
Banking Credit Bureaus News

Canadian Ukrainian Credit Union Builds an Agentic CRM Foundation to Fuel Membership Growth

EIN Presswire
by EIN Presswire0
Ontario-based credit union unifies member data across branch, contact center, commercial and wealth teams, generating 400 leads in a single quarter with Creatio 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 Ukrainian Credit Union Limited......
Navatar Introduces Governed AI Framework for Private Equity and M&A, Combining Salesforce CRM, Agentforce and Claude
Finance Investment Services News

Navatar Introduces Governed AI Framework for Private Equity and M&A, Combining Salesforce CRM, Agentforce and Claude

GlobeNewswire
by GlobeNewswire0
New approach enables private equity and investment banking firms to selectively apply frontier-model reasoning while maintaining control over sensitive deal, LP, and portfolio information Navatar announced a governed AI framework for private markets firms that combines Navatar’s purpose-built CRM and AI capabilities with Salesforce Agentforce and Claude. The framework is......
Total Expert Declares the End of the CRM Era, Introduces the Customer Operating System
Banking Finance News

Total Expert Declares the End of the CRM Era, Introduces the Customer Operating System

Business Wire
by Business Wire0
Total Expert’s Customer Operating System combines a system of context with a system of action where humans and AI agents leverage always-on intelligence to help lenders drive growth in any market. Total Expert announced the Customer Operating System and has declared the CRM era officially over. The capabilities Total Expert......
Solitics Unveils Next-Generation Agentic AI for Retail Banking Customer Engagement
Artificial Intelligence Banking News

Solitics Unveils Next-Generation Agentic AI for Retail Banking Customer Engagement

GlobeNewswire
by GlobeNewswire0
Solitics, a SaaS industry leader in adaptive engagement and smart marketing automation, announces the release of Saai, a suite of intelligent tools designed to dramatically reduce manual work with full integration guaranteed within 45 days. An agentic AI built specifically for marketing and product teams in this industry, it promises......
FI Works Expands Sales & Marketing with Addition of Heather Bonaventura
Banking Fintech News

FI Works Expands Sales & Marketing with Addition of Heather Bonaventura

Business Wire
by Business Wire0
FI Works, a provider of data analytics, CRM, and marketing automation solutions for banks and credit unions, recently announced the addition of Heather Bonaventura as Senior Vice President, Sales and Growth. The hire adds sales capacity as FI Works scales to meet rising demand from financial institutions and expands its......
Creatio Announces Bank.AI Summit, Bringing Together Banking Leaders to Shape the Future of AI in Financial Services
Banking Finance News

Creatio Announces Bank.AI Summit, Bringing Together Banking Leaders to Shape the Future of AI in Financial Services

EIN Presswire
by EIN Presswire0
The premier in-person event for financial services executives exploring AI strategy, governance, and real-world innovation Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale, today announced Bank.AI Summit by Creatio, an executive event dedicated to banking......
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