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 ...

The global market for banking CRM software generated $9.5 billion in sales in 2021 and is expected to grow at a compound annual rate of 15.7 percent through 2031, when it will reach $39.2 billion, ...

When most people think about CRM, they think about sales and marketing. But CRM banking is a powerful tool that can help banks and credit unions improve customer service and grow their businesses.

Retail lending operates under a web of regulations that most industries never encounter. The Truth in Lending Act, Regulation Z, fair lending requirements. Every interaction with a borrower ...

Everwise Credit Union, previously known as Teachers Credit Union, finished its rebrand two years ago. As the largest credit union in Indiana, it decided that a new name should have a new customer ...

Australian software development company Timestar has partnered with Heritage Bank to pioneer a significant upgrade of its Prosper CRM software, which has been totally rewritten to meet the demands of ...

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 ...

Banks want CRM software to help integrate customer data into the sales process. Their goal: To give agents the necessary customer and product information to turn service calls into sales opportunities ...

PITTSBURGH and RALEIGH, N.C., Sept. 15, 2021 /PRNewswire/ — Quest Analytics LLC, a leading provider of modular banking CRM software and Vertical IQ, a premier provider of Industry Intelligence, ...