Tag : customer relationship management

Talkdesk AI Agents for Financial Services Unlocks Convenient, Secure, Personalized Banking at Scale With Enterprise-Wide Efficiency
Artificial Intelligence Banking News

Talkdesk AI Agents for Financial Services Unlocks Convenient, Secure, Personalized Banking at Scale With Enterprise-Wide Efficiency

Business Wire
by Business Wire0
Talkdesk applies agentic AI automation to bank and credit unions’ customer service and support workflows to seamlessly uplevel customer experience Talkdesk, Inc., a global provider of artificial intelligence (AI)-powered customer experience (CX) technology that serves enterprises of all sizes, announced a new agentic AI solution—part of the Talkdesk Ascend AI™ platform—purpose-designed......
Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors
Artificial Intelligence Fintech News Technology

Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors

Business Wire
by Business Wire0
Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant designed to transform how financial advisors manage client interactions and daily workflows. “We’ve refined Parrot to be an AI-powered assistant that transforms advisor-client interactions into actionable insights so advisors can......
Digital Payments Featured Fintech Payment gateways Security

Designing Multi-Gateway Payment Platforms

Fintech Staff Writer
by Fintech Staff Writer0
Businesses are increasingly adopting multi-gateway payment platforms to streamline payment processes and provide a seamless experience for their customers. These new age payment platforms allow businesses to integrate multiple payment gateways, enabling them to support diverse payment methods, improve transaction reliability, and expand their reach globally. Designing such platforms requires......
Squaretalk and AltimaCRM Collaborate To Raise the Bar for Forex Operations
Fintech News

Squaretalk and AltimaCRM Collaborate To Raise the Bar for Forex Operations

EIN Presswire
by EIN Presswire0
Squaretalk, a leading contact center software provider, is proud to announce a new partnership with AltimaCRM, a Forex Customer Relationship Management system for improved conversions, effortless data management, and record-setting client retention. The collaboration empowers FX companies to boost conversion rates by optimizing every customer touchpoint—from the first phone call to......
FXBO Launches Revolutionary Prop Trading CRM to Transform Proprietary Trading Industry
Fintech News Trading

FXBO Launches Revolutionary Prop Trading CRM to Transform Proprietary Trading Industry

EIN Presswire
by EIN Presswire0
FX Back Office (FXBO), a leading provider of innovative trading solutions, proudly announces the launch of its game changing Prop Trading CRM. This cutting-edge software is designed to streamline and enhance the management of proprietary trading firms, offering a comprehensive suite of features to optimize trading activities and drive business growth. FXBO......
Banking Digital Payments Finance Fintech Guest Posts Lending

The future of SMB financing is fast, flexible, and digital

Marius Silvasan
by Marius Silvasan0
By Marius Silvasan, CEO of eCapital In the often tenuous small and medium-sized business (SMB) world, access to timely and flexible financing can be the difference between survival and failure. In fact, nearly one-third of small business respondents to a Slack survey early this year said they’re worried their business......
Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions
Fintech News

Squaretalk and FXBO Join Forces to Transform Broker-Client Interactions

EIN Presswire
by EIN Presswire0
Squaretalk, a leading global CCaaS software provider, is happy to announce a tactical partnership with FX Back Office, a scalable and fully customizable forex CRM (Customer Relationship Management) system. The collaboration is set to enhance brokers’ service quality, improve operational efficiency, and help them build stronger, more personalized relationships with their......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
Lucinity has launched a groundbreaking generative AI copilot plugin at Money2020 Europe, offering immediate ROI for financial institutions. This system-agnostic plugin acts as a central copilot compatible with all web-based enterprise applications, pulling data from Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents. The new plugin enhances Lucinity’s AI......
Miami Fintech Startup Swaystack Launches Personalized Engagement Platform for Banks
Banking Featured Fintech Fintech Startups Mobile Banking Technology

Miami Fintech Startup Swaystack Launches Customer Engagement Platform for Banks

Fintech Staff Writer
by Fintech Staff Writer0
Miami based Swaystack, a new player in the fintech industry, has launched a personalized engagement platform designed specifically for banks and credit unions. This platform aims to empower these institutions to cultivate stronger digital customer relationships and drive growth in their digital channels. The key feature of Swaystack’s offering is......
Cashfree Payments Launches ‘Embedded Payments’, Enabling Software Platforms to Offer Seamless Payment Experiences for Businesses
Digital Payments News

Cashfree Payments Launches ‘Embedded Payments’, Enabling Software Platforms to Offer Seamless Payment Experiences for Businesses

PR Newswire
by PR Newswire0
This solution equips software platforms with the tools to facilitate seamless payment experiences for businesses, thereby fostering growth. Cashfree Payments, India’s leading payments and API banking company, launched ‘Embedded Payments’, India’s first platform centric payment solution for software platforms. This solution equips software platforms with the tools to facilitate seamless payment experiences for businesses,......
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