2024/11/18
The influence of a customer relationship management (CRM) solution on financial institutions (FIs) is profound and multifaceted. By centralizing…
Research related to CRM
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2024/10/08I recently had the opportunity to attend Fiserv Forum in Las Vegas, NV from September 29-October 1, 2024. Lasting over 2 ½ fast-paced days, this…
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2024/09/30Historically, banks have faced challenges providing comprehensive cash position and forecasting solutions due to limited access to transaction d…
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2024/09/06Celent’s overarching theme for corporate banking in 2024 is that future success rests on faster, safer, smarter innovation. Banks must deliver t…
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2024/09/04The core banking system technology market for community banks continues to modernize at a steady pace. Vendors continue to proactively and profi…
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2024/08/21The CFPB's proposals for Section 1033 mark the beginning of a new era for open banking in the US. Assuming the proposals that are published in O…
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2024/06/26I've just returned from EBAday, the annual summit for leading payments and transaction banking executives, held in beautiful Lisbon, Portugal, t…
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2024/06/11Traditional banks and credit unions are increasingly launching new, digital-only brands. Standing up a modern digital-first version of the bank…
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2024/06/06I recently had the opportunity to attend FIS Emerald in Orlando, FL from May 26-29, 2024. Lasting over three fast-paced days, this conference is…
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2024/05/23Many statistics were presented at the JP Morgan Chase Investor Day 2024. Among them was a statement that the bank would invest (spend) some $17b…
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2024/05/16Corporate Banking IT spending continues to grow – even accelerate in most regions – from 2023 through to 2025. Some of these increases will be e…
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2024/04/30Over the past few years, Celent has highlighted significant new entrants or solutions launched into the US Cash Management market. Goldman Sachs…
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2024/04/29Consumer data privacy laws, regulations, and protections have existed for decades but are being modernized across the globe in response to digit…
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2024/04/23There is a tendency to talk about “buy versus build” development paradigms for banking solutions. Today, with the rapid changes in technology ar…
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2024/03/21Bank of Montreal (BMO) completed the acquisition of Bank of the West in February 2023 and converted and migrated almost two million customer rel…