Nanonets

DECEMBER 1, 2023

How AI is transforming sales lead scoring? The integration of AI has emerged as a transformative force, reshaping traditional approaches and augmenting the capabilities of sales teams. AI has become cornerstone in sales with automated lead scoring, personalization at scale, real-time decision support and integrations with CRM systems.

AI 98

AI CRM Authorization Automation 98

Nanonets

OCTOBER 18, 2023

Automate your sales processes and unlock the full potential of your CRM with Nanonets integrated Pipedrive Workflow Automation. And that's where workflow automation comes into play. That's where Pipedrive Workflow Automation, integrated with Nanonets AI, steps in to revolutionize your CRM experience.

CRM 52

CRM Automation AI Use Case 52

PYMNTS

MARCH 1, 2017

This week, Zoho launched its new AI CRM sales tool, Zia. The Zoho CRM tool uses artificial intelligence to enhance the sales experience. Zoho’s Zia AI helps automate daily tasks to free up salespeople’s time constraints. In addition to the Zia AI, Zoho has a few new offerings to add to its portfolio.

CRM 50

CRM AI Automation Returns 50

Finovate

APRIL 22, 2025

Herd Security Herd Security is a security awareness platform designed to train users on the dangers of deepfakes through modules and AI-based simulations. Quivly AI Quivly is an AI0-native revenue management platform. Banks, credit unions, community banks, wallets, and digital banks.

Credit Union 52

Credit Union Cross-Border Payments Deepfake Disputes 52

The Finance Weekly

JULY 19, 2022

These cutting-edge tools aid teams in streamlining, automating, and improving the accuracy and efficacy of tactical and strategic initiatives. Their cloud-based solution allows you to automate the collection of information from all spreadsheets, platforms, and departments with fast and easy implementation - no IT department required.

CRM 240

CRM Finance Database Automation 240

The Finance Weekly

APRIL 28, 2024

QuickBooks Online works with many apps, like: Payment processing software E-commerce platforms Inventory management systems Customer relationship management (CRM) Project management tools Integrating QuickBooks can be done through APIs (Application Programming Interfaces), custom-built integrations, or middleware.

Payment APIs and Integration 130

Payment APIs and Integration CRM Automation Multi-Currency 130

Stax

APRIL 17, 2025

Key features to look for in a POS system include sales processing, inventory management, customer relationship management (CRM), reporting, multi-location & omnichannel selling, and security & compliance. It should send automated updates to the store manager every time the stocks are low to allow for timely reorders.

Online and Mobile Banking 88

Online and Mobile Banking CRM Point-of-Sale (POS) Debit Card 88

Nanonets

MAY 10, 2023

Intelligent workflow automation can save time, boost production, and cut expenses. This article will show how workflow management solutions can automate routine procedures, minimize repetitive jobs and operator mistakes, detect bottlenecks, and simplify communication across all departments. What is workflow automation?

Automation 98

Automation Rules Procedures Process 98

Nanonets

NOVEMBER 11, 2024

Integrating NetSuite and Salesforce can be a game-changer for organizations, enabling seamless data flow between the two most common mid-market CRM and financial systems. Overview of Salesforce and NetSuite Use Cases Salesforce and NetSuite are the two leading CRM and ERP software solutions for the mid-market.

CRM 52

CRM API AI Automation 52

The Fintech Times

APRIL 12, 2025

To transform customer interactions and enhance employee experiences through scalable agentic AI, Deloitte , the multinational professional services network, has expanded its partnerships with Google Cloud and ServiceNow. “At ServiceNow, we are committed to openness and delivering enterprise-wide, AI agent-driven automation solutions.

AI 51

AI Interoperability Legal Consulting 51

Nanonets

AUGUST 23, 2023

AI-based document processing is transforming the way businesses handle paperwork. AI's advancements in areas such as self-driving vehicles and protein structure predictions show that it is sophisticated enough to handle intricate tasks like document processing in the business world. What is AI-based document processing?

Process 97

Process AI Payment APIs and Integration Compliance 97

CB Insights

JANUARY 4, 2018

When artificial intelligence (AI) and its impact on jobs and the economy comes up, the conversation centers on blue collar jobs. Per The State of Automation Report , there are 4.6M such jobs at risk in the USA due to AI. But, the jobs of MBAs and their white-collar brethren will also be impacted dramatically by AI.

Automation 75

Automation AI Audit Consulting 75

Finovate

JUNE 6, 2024

Crédit Agricole Next Bank has launched a new lead management platform and CRM courtesy of a partnership with InvestGlass. Switzerland-based InvestGlass most recently demoed its sales and compliance automation technology at FinovateEurope in February. CRM option. Mistral is InvestGlass’s local server/on-premise offering.

CRM 52

CRM Non-Bank Automation Compliance 52

Nanonets

NOVEMBER 14, 2023

Imagine having a top-tier Sales CRM software that acts like a digital maestro, orchestrating every step of your sales process with precision and ease. So buckle up as we journey through a curated selection of management CRM software designed to sharpen your competitive edge. That's what we're diving into today.

CRM 98

CRM Automation AI Database 98

The Fintech Times

JUNE 7, 2024

A newly launched generative AI copilot plugin from SaaS AI financial crime-focused firm, Lucinity , is already delivering immediate results for fintechs. FIs can now use generative AI without the constraints, enormous costs, and lengthy timelines of traditional implementations.

Financial Crimes 64

Financial Crimes Crime AI Third Party Vendors 64

EBizCharge

APRIL 22, 2025

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce?

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

The Fintech Times

APRIL 10, 2025

Through the collaboration, it plans to unlock development capabilities for Congas products on AWS, helping customers drive innovative business solutions with AWSs advanced cloud technologies, modernise their workflows, automate critical business functions, and reduce manual intervention.

FinTech 59

FinTech AI Non-Bank Cybersecurity 59

VISTA InfoSec

SEPTEMBER 25, 2024

Advanced Features: CCaaS solutions include powerful tools like artificial intelligence (AI), automation, and analytics that improve the overall efficiency of customer service operations. Integration: Integrating seamlessly with your existing CRM and other business tools is vital.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

VISTA InfoSec

OCTOBER 21, 2024

Advanced Features: CCaaS solutions include powerful tools like artificial intelligence (AI), automation, and analytics that improve the overall efficiency of customer service operations. Integration: Integrating seamlessly with your existing CRM and other business tools is vital.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

Nanonets

APRIL 16, 2023

Source: esker The introduction of intelligent automation into the accounts payable process minimizes the risk of manual intervention, accelerates operations, and helps maintain compliance. So, what exactly is AP automation ? Looking for an AI based AP Automation solution? How Does AP Automation Work?

Automation 52

Automation AI Accounts Reconciliation 52

Stax

MARCH 18, 2025

Payment processing systems help merchants accept various types of payments, such as credit and debit cards, automated clearing house (ACH) , electronic funds transfers (EFTs), digital wallets, mobile payments, and even cryptocurrencies. One major advantage is that they automate billing and invoicing.

Process 88

Process Payment APIs and Integration Processors Online and Mobile Banking 88

The Fintech Times

JANUARY 30, 2025

More partnerships DOO Clearing, the UK-based foreign exchange broker and liquidity provider as part of the global DOO Group, has chosen next-generation reconciliation software specialists, Aurum Solutions , to automate its reconciliations.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Nanonets

NOVEMBER 16, 2023

Apollo is known for its robust feature set, including a variety of filters for targeted lead searches and integrations with popular CRM systems. It automates prospecting. It offers data enrichment from multiple sources, keeping CRM and marketing automation systems accurate and up-to-date.

Automation 52

Automation CRM API Database 52

Finextra

MARCH 13, 2025

AI models give fintech startups a competitive advantage. Automation increases efficiency in financia.

CRM 52

CRM AI Automation FinTech 52

Nanonets

JUNE 6, 2024

Salesforce is a leading customer relationship management (CRM) platform empowering businesses to connect with customers in innovative ways. Automation within Salesforce addresses these challenges by streamlining workflows, reducing manual interventions, and enhancing overall operational efficiency.

Automation 52

Automation Payment APIs and Integration Rules Process 52

Nanonets

MAY 20, 2024

Automating data workflows isn't a new concept, but recent advancements in intelligent automation solutions have made it possible to streamline even the most complex processes. You can now automate data extraction, integration, and analysis, enabling your team to focus on high-value activities and deliver meaningful results faster.

Automation 59

Automation Payment APIs and Integration CRM AI 59

Fintech Review

MAY 4, 2025

Modern SaaS fintech software for billing and revenue management automates processes, ensures compliance, and accelerates growth. Recurly Helps businesses automate subscription billing, optimise revenue recovery, and manage churn with flexible billing cycles. Here are the leading tools powering financial operations: 17.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

The Finance Weekly

AUGUST 27, 2023

Planful has a great AI feature called Planful Predict and it is a big selling point in 2023. It too has an AI feature called FP&A Genius that is similar to Planful’s but is in a chatbot format and provides answers to finance questions along with visuals. Introduction Finance is currently undergoing a significant transformation.

AI 130

AI Automation Finance SWIFT 130

Nanonets

AUGUST 31, 2023

Contact center automation tools can enable your team to swiftly tackle mundane tasks that often consume their time. This is where contact center automation comes into play. By automating repetitive tasks, your team can concentrate more on problem-solving and enhancing customer experience. What is contact center automation?

Automation 52

Automation CRM Compliance Process 52

Stax

FEBRUARY 19, 2025

Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. AI-driven analytics for better decision-making. Upselling and cross-selling opportunities , such as integrating an AI-powered chatbot into a customer relationship management platform.

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

Nanonets

NOVEMBER 14, 2024

OpenText AI, ML Cloud, On-premise Enterprise, custom quote Enterprise, compliance Flexible deployment, OpenText ecosystem 4.4 Rossum Cognitive AI Cloud Enterprise, custom quote Mid-market to Enterprise Template-free approach, faster implementation 4.4 Automated data formatting and post-processing to ensure clean, standardized output 6.

Process 52

Process Automation Volume Verification 52

Finovate

AUGUST 19, 2024

The new capabilities include a range of AI-powered tools and solutions to enhance client engagement and boost efficiency for advisors and their teams. These new capabilities include AI-powered tools and solutions that boost the effectiveness of advisors and their teams.

Advisors 59

Advisors AI CRM Automation 59

Stax

APRIL 3, 2025

Your sales team would also love it if your payment solution integrates with CRM tools like Hubspot, Zoho, and Salesforce to monitor customer transactions and customize outreach efforts. Also, look for a system with automated chargeback management and dispute resolution to minimize revenue loss.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Payment Gateways Gateways 88

Nanonets

NOVEMBER 9, 2023

What comes to mind when you hear "order entry automation"? While that's pretty close to what order entry automation is, there are a few nuances to consider. This is where order entry automation can help. What is order entry automation? How does order entry automation work? Let’s dive in.

Automation 59

Automation Payment APIs and Integration CRM Process 59

Nanonets

DECEMBER 11, 2023

  AI data entry powered by machine learning (ML) and natural language processing (NLP) can help change that scene. Organizations have reported a 95% reduction in data entry time after switching to robust automated data entry software. What is AI data entry? AI-OCR tools can provide an upwards of 99% accuracy rate.

AI 59

AI Payment APIs and Integration Automation Best Practices 59

Nanonets

DECEMBER 4, 2023

Automated order processing is the solution. It harnesses AI, OCR, and automated workflows to handle orders accurately and efficiently. By automating, you ensure real-time updates and error-free transactions, meeting today's demand for immediate and reliable service. What is automated order processing?

Automation 52

Automation Process Payment APIs and Integration Returns 52

Nanonets

NOVEMBER 23, 2023

This guide provides an in-depth look at how automating email responses can revolutionize your communication strategy, making it more efficient and responsive. We will learn how to set up automated email responses in Gmail and Outlook directly. When to Automate Email Responses? "how to reset a password?

Automation 59

Automation AI Use Case Checks 59