Retail lending operates under a web of regulations that most industries never encounter. The Truth in Lending Act, Regulation ...

Siebel Systems kicked off the week of its overseas user conference, which begins Wednesday, with news of an acquisition and partnership. Siebel is acquiring Eontec, which specializes in retail banking ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services ...

Cloud technologies have recently become commonplace in day-to-day operations, not only in the banking sector but also in other areas of business. It can be said that cloud computing is taking on a ...

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, ...

Indian financial software company i-flex solutions, IBM, and Oracle will jointly market i-flex’s banking software to customers worldwide. Oracle is a majority shareholder in i-flex, which operates as ...

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 ...

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 ...