Tag : CRM

Act-On Launches Prebuilt Marketing Automation Solutions for Credit Unions and Regional Banks
Banking Credit Bureaus News

Act-On Launches Prebuilt Marketing Automation Solutions for Credit Unions and Regional Banks

Business Wire
by Business Wire0
The launch marks the first phase of a broader vertical-market strategy combining nearly two decades of marketing automation experience, industry expertise and AI Act-On Software announced new industry-specific solutions designed for credit unions and regional banks, helping financial institutions launch more effective lifecycle marketing programs with greater speed, simplicity and......
Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude
Finance Fintech News

Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude

PR Newswire
by PR Newswire0
Invesco Ltd., a leading global asset management firm, announced it is working with Anthropic to bring its data to support portfolio intelligence and practice management available through Claude for Financial Advisors. Invesco’s new connector will provide a toolkit that helps advisors strengthen their business and client relationships. “Leading technology should......
Creatio Releases Financial Services Edition of The State of Enterprise AI Adoption Report
Artificial Intelligence Finance News

Creatio Releases Financial Services Edition of The State of Enterprise AI Adoption Report

EIN Presswire
by EIN Presswire0
Research of 190+ financial leaders finds 80% are beyond AI experimentation, while 87% expect AI agents to augment teams, expand capacity, or create new roles Creatio, an AI CRM and workflow platform where people and AI agents work together, today released the Financial Services Edition of its State of Enterprise......
SignaPay Launches PayHub, Connecting Partners and Merchants Through One Powerful Platform
Digital Payments News

SignaPay Launches PayHub, Connecting Partners and Merchants Through One Powerful Platform

EIN Presswire
by EIN Presswire0
Free for all SignaPay partners and merchants, PayHub connects digital onboarding, portfolio management, financial reporting, and support. SignaPay, a provider of merchant services and payment solutions, announced the launch of PayHub, a centralized platform built to simplify the work behind payment processing—from submitting a merchant’s first application to tracking deposits,......
inride Expands Its AI Agent Lineup With Trade Agent Acquire, Now Available, Plus F&I and Service Agents in beta.
Fintech News Trading

inride Expands Its AI Agent Lineup With Trade Agent Acquire, Now Available, Plus F&I and Service Agents in beta.

PR Newswire
by PR Newswire0
New product sends shoppers their trade-in value by text, works the conversation, and books the appointment, day or night, from any trade-in CTA on a dealer’s website inride, the company behind Trade Agent AI, announced Trade Agent Acquire, an AI agent that responds to every trade-in and value-my-car inquiry on......
New AI From AVANA Fintech Cuts Loan Triage From Three Hours a Day to 20 Minutes
Banking Fintech News

New AI From AVANA Fintech Cuts Loan Triage From Three Hours a Day to 20 Minutes

EIN Presswire
by EIN Presswire0
AVANA IQ Screen pre-screens inbound loan inquiries against a lender’s own credit policy. Beta now open to credit union and community bank BDOs and brokers. AVANA IQ Screen, the first release on the AVANA IQ platform, pre-screens every inbound loan opportunity against a lender’s own credit policy and delivers a......
Creatio Showcases Banking CRM and AI in Action at Bank.AI Digital Event
Artificial Intelligence Banking News

Creatio Showcases Banking CRM and AI in Action at Bank.AI Digital Event

EIN Presswire
by EIN Presswire0
The event explored agentic use cases for growth, customer service, operations, and governance Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale —today hosted Bank.AI: Practical AI Use Cases for Banking, an online event demonstrating how......
YeahPay Joins Stripe Forum, Highlights Shift from Payment Processing to Discovery and Decision
Digital Payments Finance News

YeahPay Joins Stripe Forum, Highlights Shift from Payment Processing to Discovery and Decision

GlobeNewswire
by GlobeNewswire0
David Tay, Global Vice President of YeahPay, the international payment brand of Yeahka Limited (9923.HK), shared his views on how AI is reshaping payments and the future of technology platforms at the Platform Leaders Forum of Stripe Tour in Shanghai. Tay believes AI is beginning to reshape where payment platforms......
Glia Introduces Banking CRM and Branch Intelligence to Supercharge Agentic Banking
Banking Finance News

Glia Introduces Banking CRM and Branch Intelligence to Supercharge Agentic Banking

Business Wire
by Business Wire0
New capabilities unify interaction data across voice, digital and in-person banking, giving complete customer context for personalization and growth Glia, the #1 Banking AI platform, announced Glia Relationship Management (GRM) and Glia Branch, creating the industry’s first fully connected customer intelligence system built for the agentic banking future. GRM is......
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,......
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