marketing automation

Abrigo Acquires 360 View to Boost Financial Data Insights

March 9, 20264 min

Abrigo, a leading provider of compliance, credit risk, lending, and data and analytics solutions for U.S. financial institutions, has acquired 360 View, an industry leader in banking CRM, marketing automation, and profitability analytics. The acquisition marks the latest in a series of strategic investments by Abrigo to help financial institutions deepen customer relationships and drive measurable growth. 360 View’s platform, purpose-built for banks and credit unions, unifies customer data, workflows, marketing automation, and profitability analytics...

by BusinessWire

Platforms

Relcu Raises Funding to Build AI System of Action for Finance

August 25, 20257 min

Relcu, the all-in-one Unified CRM and AI Agent Co-Pilot built for financial services, today announced it has raised new funding with participation from both new and existing investors, including Menlo Ventures, Detroit Venture Partners, Clocktower Ventures, MUFG Innovation Partners, Commerce Ventures, and Valley Ventures. The capital will accelerate Relcu’s mission to help financial institutions boost customer conversion, strengthen retention, and expand cross-sell by transforming static systems of record into AI-powered systems of action. Banks and...

by FTB News Desk

Interview

FinTech Interview with Ben Goldin, Founder and CEO of Plumery

October 15, 202420 min

by PRNewswire

Banking

Agency Research Supports Marketing Automation in the Banking Industry

October 1, 20193 min

Top digital marketing agency Response Media endorses marketing automation as the future of bank marketing. Their research shows cultivating customer relationships is a top priority for the financial industry. With the vast amount of transactional, behavioral, and demographic customer information at their disposal, banks are in an ideal position to maximize profitability by cross-selling and upselling incremental products and services. In their recent white paper, How Marketing Automation Helps Banks Cross-Sell and Upsell, Response Media...