PYMNTS

DECEMBER 10, 2019

And companies offering customer service relationship management (CRM) software, along with related technology, will be using those tools and features in their ongoing efforts to win over more B2C and enterprise business. Some estimates claim that AI-enabled CRM software is on course to increase global business revenue by as much as $1.1

CRM 54

CRM AI B2C Procedures 54

The Finance Weekly

AUGUST 7, 2024

Ever since AI came onto the scene, it has been mixed into financial planning and analysis (FP&A) to aid finance professionals in deciphering data and making savvy decisions on how to steer company growth. We'll check out a detailed comparison of their distinct AI features.

AI 130

AI Automation Finance Audit 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. On the other hand, on-premise POS solutions store data locally on in-store servers and are limited to in-store use.

Online and Mobile Banking 88

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

Finovate

JANUARY 28, 2025

Arva AI Arva AI offers AI-enabled business verification for banks and fintechs. Features Provides AI agents for document intelligence and fraud detection Analyzes web presence Communicates with customers Who’s it for? A look at the companies demoing at FinovateEurope in London on February 25.

Credit Union 52

Credit Union Online and Mobile Banking Fraud Detection AI 52

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

CB Insights

DECEMBER 11, 2017

Today, CB Insights unveiled the second annual AI 100 — a list of 100 of the most promising private companies applying artificial intelligence algorithms across 25+ industries, from healthcare to cybersecurity — at the A-Ha! The market map below categorizes the AI 100 companies based on their industry focus. Healthcare AI.

AI 78

AI Cybersecurity CRM Regulatory Compliance 78

Finovate

NOVEMBER 4, 2024

However, there are three major themes that stand out as highlights: open banking, AI, and the evolution of the payments experience. AI The topic of AI pulsed throughout almost all on-stage conversations, and was very visible in sponsor pitches on the exhibit hall floor.

AI 59

AI Bots Cross-Border Payments Rules 59

Nanonets

OCTOBER 18, 2023

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

CRM 52

CRM Automation AI Use Case 52

The Fintech Times

DECEMBER 20, 2023

Commercial International Bank (CIB) Egypt has selected IBM artificial intelligence (AI) technology to integrate existing and new services from branches, digital channels, mobile and internet banking, IVR, business processes and CRM.

AI 83

AI CRM End User Government 83

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

Finovate

JUNE 6, 2024

Crédit Agricole Next Bank has launched a new lead management platform and CRM courtesy of a partnership with InvestGlass. Courtesy of a partnership with sales and compliance automation solution provider InvestGlass , Crédit Agricole Next Bank has launched its new lead management platform and CRM. CRM option.

CRM 52

CRM Non-Bank Automation Compliance 52

Finextra

APRIL 17, 2025

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management.

AI 52

AI CRM Privacy Innovation 52

The Fintech Times

APRIL 10, 2025

FintechOS , an AI-driven financial product management platform, has extended its longstanding partnership with cybersecurity services company Fort , to augment cybersecurity readiness as it ramps up its global presence in the US, UK and Europe.

FinTech 59

FinTech AI Non-Bank Cybersecurity 59

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

The Fintech Times

MAY 26, 2024

This expansion aims to enhance its cloud and AI product suite, foster global partnerships, and develop AI talent. At the Alibaba Cloud Global Summit in Paris, Selina Yuan , president of international business at Alibaba Cloud Intelligence, addressed the growing demand for AI and the company’s commitment to expanding AI infrastructure.

AI 64

AI CRM On-Demand Participant 64

The Finance Weekly

JULY 19, 2022

DataRails' solution wraps around your existing interface and integrates with any preexisting internal systems including your ERP, GL, CRM, and HR data. Timesheets, planners, project scheduling, tracking, tasks, real-time budgeting, and comprehensive AI-powered reporting are all tools you need to unify your team and manage your business.

CRM 240

CRM Finance Database Automation 240

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

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 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

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

Finextra

MARCH 13, 2025

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

CRM 52

CRM AI Automation FinTech 52

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

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

CB Insights

JULY 21, 2017

Corporate giants like Google, IBM, Yahoo, Intel, Apple, and Salesforce are competing in the race to acquire private AI companies, with Ford, Samsung, GE, and Uber emerging as new entrants. Over 250 private companies using AI algorithms across different verticals have been acquired since 2012, with 37 acquisitions taking place in Q1’17 alone.

AI 78

AI Acquirers CRM Bots 78

Fraud.net

OCTOBER 27, 2023

The post Preparing for the Fraud Liability Shift: A Guide to the Contingent Reimbursement Model (CRM) for Payment Service Providers and Banks appeared first on Fraud.net.

CRM 52

CRM Service Provider Payments Posting 52

EBizCharge

APRIL 24, 2025

Expertly engineered out of [the] box with more than 100 integrations, PCI compliant, AI fraud prevention, cost-saving surcharging solutions; this is the payment facilitator clearly winning the market. EBizCharge is partnered and certified with Microsoft Dynamics, Acumatica, SAP, Oracle, QuickBooks, WooCommerce, Magento, and many more.

Payment Solutions 75

Payment Solutions Fraud Prevention CRM Payment Gateways 75

Fintech News

MAY 19, 2024

Together with the Mastercard team, we’re reimagining the entire transaction dispute process, bringing together the power of Salesforce’s CRM, data, and AI with Mastercard’s dispute resolution, to deliver an end-to-end solution that will benefit both our joint customers.”

Disputes 106

Disputes Visa Transactions CRM 106

The Fintech Times

OCTOBER 19, 2024

Known for their ambitious digital transformation goals, these nations are at the forefront of integrating AI across sectors, from finance and healthcare to smart cities and public services. Benssiba touched on Oracle’s role in this vision, noting: “We actively support AI ambitions locally and regionally through several strategic initiatives.”

AI 59

AI Innovation CRM Database 59

PYMNTS

OCTOBER 9, 2020

The San Francisco-based global leader in CRM said the new fund is twice the size of its 2017 offering. According to a Kibo blog post on Medium that announced the move, the company has a strong interest in big data and artificial intelligence (AI), mobility and logistics, enterprise software and health and ed-tech.

AI 78

AI CRM Technology Addressing 78

Nanonets

DECEMBER 11, 2023

  AI data entry powered by machine learning (ML) and natural language processing (NLP) can help change that scene. Read on to learn more as we explore how AI data entry works, its key benefits, and practical tips to implement it in your organization. What is AI data entry? And that’s only half of the story.

AI 59

AI Payment APIs and Integration Automation Best Practices 59

CB Insights

JUNE 19, 2019

The post Client Note: Facebook’s New Cryptocurrency, AI For CRM, Chewy Goes Public, Digital Health Co Raises, And More appeared first on CB Insights Research. Facebook has also created a subsidiary called Calibra, which will offer digital wallets to use Libras and could go live in early 2020. Want the full post?

CRM 34

CRM Cryptocurrency AI Visa 34

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

The Fintech Times

JANUARY 30, 2025

ThetaRay, a cognitive AI financial crime compliance company, has joined forces with IDB Bank , a New York-based private and commercial bank. atNorth , a Nordic data center services company, has become a signatory of the United Nations Global Compact, as part of its commitment to business sustainability.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

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. AI-driven fraud detection and prevention is becoming the new standard. As online transactions increase, so does the risk of fraud.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Payment Gateways Gateways 88

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.

AI 130

AI Automation Finance SWIFT 130