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

Fintech News

MAY 20, 2025

The Vietnamese lender is deploying Salesforces Financial Services Cloud, CRM Analytics, Marketing Cloud, and MuleSoft as part of its efforts to consolidate banking functions onto a single platform. The implementation is supported by PwC, Gimasys, and CMC TS.

CRM

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

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

Finextra

JUNE 13, 2025

While enterprise systems like ERP and CRM often have strong security protocols, these systems don’t operate in a vacuum. Payment data is frequently copied, stored, and used across spreadsheets, shared drives, and supplier portals — far beyond the safety of core systems.

Data Security

Stax

MARCH 18, 2025

You also have to manually reconcile payments with accounting, inventory, or customer relationship management (CRM) systems. Additionally, ensure the processor works well with other business tools like CRM, enterprise resource planning (ERP), and accounting software. The transactions are processed separately from other systems.

Process

Clearly Payments

MARCH 14, 2025

Fraud Detection Reports : Analyze suspicious transactions using AI-driven fraud detection systems. Software solutions that integrate inventory management, reporting, and customer relationship management (CRM). Fraud Prevention and AI Systems Machine learning algorithms detect suspicious transactions in real-time.

Credit Cards

The Payments Association

JULY 11, 2025

How modern point-of-sale (POS) systems are evolving into cloud-native, AI-driven platforms central to retail operations. The strategic adoption of AI, IoT, mobile, and biometric tech to future-proof payments and retail operations. Why is it important? What’s next? whilst larger enterprises (over £1.6

Point-of-Sale (POS)

EBizCharge

JANUARY 14, 2025

To help with this, here are four payment gateway-related trends to look out for in 2025: AI-powered fraud detection: Protecting your business from fraud is more important than ever in 2025. Thus, AI-powered fraud detection is on the rise. This trend increases speed during checkout and offers a seamless shopping experience.

Payment Gateways

Finovate

APRIL 11, 2025

CaixaBank and Salesforce team up to leverage AI to personalize CX in banking A newly signed agreement between Spain’s CaixaBank and Customer Relationship Management (CRM) solution provider Salesforce will help “jointly advance artificial intelligence projects for the digital transformation of banking services.”

AI

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

Trade Credit & Liquidity Management

JULY 3, 2025

Fragmented systems and the high cost and complexity of ERP customization create opportunities for AI and better system integration to modernize O2C processes. a CRM solution) leading to data silos, manual intervention, and process errors. Many critical functions, such as customer contact management, reside in separate systems (e.g.,

CRM

Trade Credit & Liquidity Management

JUNE 2, 2025

“Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses.” Predictive Cash Forecasting: AI models forecast expected cash inflows, enhancing confidence in month-end outcomes and forward-looking cash flow projections.

AI

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

The Payments Association

JUNE 16, 2025

AI refers to machine learning and advanced algorithms in software, providing broader fraud analytics to identify suspicious activity with greater precision. This expansion of redress reached across 60 firms , a significant jump from the handful of CRM Code signatories under the prior regime.

Scams

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

Finextra

JULY 23, 2025

Join group 170 opinions 53 members 23 July 2025 Comments: (0) Sign in to comment John Reese Business Analyst | Platform Growth Expert Hashcodex Member since 12 May Location Dubai Followers 1 Following 1 Opinions 4 Follow Unfollow What Security Measures Should MT5 CRM Systems Implement? 24 May Neobank 2.0:

Bots

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

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

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

Fintech Review

MAY 4, 2025

Onfido Offers AI-powered document verification, facial biometrics, and database screening through easy-to-integrate APIs. Socure Uses AI and machine learning to deliver digital identity verification with extremely low false positive rates. Best for : Companies needing user-friendly, brandable KYC experiences.

Payment APIs and Integration

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

Finextra

JULY 2, 2025

Through a robust set of APIs covering payments, accounts, mandates, CRM, cards, loans and open banking use cases, NBO’s platform empowers businesses and developers to streamline operations and drive automation. It aligns with the Central Bank of Oman’s vision to enable open banking and foster a digitally connected financial ecosystem.

Gateways

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 AI-powered classification and data extraction with continuous learning 3.

Process

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

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

Stax

JULY 22, 2025

There are multiple methods to build a Zap automation workflow, including the AI-powered Zap builder, pre-built templates, and starting from scratch with a blank Zap. With access to over 8,000 apps in Zapier’s app directory, it’s easy to automate everything from payment processing to CRM updates. Learn More What is Zapier?

Automation

Fintech News

JUNE 26, 2025

85% of investors said they have accessed digital wealth services in the past two years, with 59% using robo-advisors and 27% engaging with AI-powered guidance tools. The report, released earlier this month, notes that Singaporean investors are increasingly turning to digital channels for wealth management.

Advisors

Nanonets

NOVEMBER 7, 2024

  By offering access to the latest AI models and an on-demand human-in-the-loop (HITL) review through its Data Processing Crowd, Super.AI ensures high-quality results, supporting businesses in generating precise, labeled data essential for training AI models across various industries. Why look for Super AI alternatives?

AI

Trade Credit & Liquidity Management

JULY 24, 2025

Systematizing knowledge transfer through meetings, shared reports, or automated CRM workflows. Artificial Intelligence (AI) tools, coupled with the capabilities and data assets embedded in your IT systems, enhance your ability to provide and share insights. Key actions include: Clarifying what information is valuable (e.g.,

Risk

Nanonets

NOVEMBER 10, 2024

Parseur is an AI-powered document processing tool that extracts data from emails and PDFs automatically. A quick comparison of Parseur alternatives Tool Core technology Free version Integrations Best for Key advantage G2 Rating (Max 5) Parseur AI/Template Yes Many Varied formats Visual template builder 4.9 Pre-trained AI models 8.

Automation

Finextra

JUNE 5, 2025

Whether embedded in enterprise systems (such as ERP, HR, and CRM) or integrated via suitable protocols, these agents make credential use seamless for businesses. When digitally signed, their authenticity and integrity can be verified without manual intervention. It expresses the views and opinions of the author.

Credential

Nanonets

NOVEMBER 18, 2024

It offers a cloud-based platform for AI-driven data extraction and workflow automation. Product Main feature G2 rating Free trial Pricing Total score* 1 Rossum Cloud-based AI platform for data extraction 4.4/5 2 Nanonets 98% data accuracy with AI and highly customizable workflows 4.8/5 5 No Custom pricing 43.8

Automation

Nanonets

AUGUST 6, 2025

TLDR Content‑generation AI and Code‑generation AI together soak up ≈ $50 B+ in U.S. Cyber‑Sec, RPA, and Conversational AI - lead enterprise deployment charts. Use-Cases with the Widest Enterprise Adoption We’ve established that Enterprise spend on AI will be exponential.

AI

Nanonets

OCTOBER 28, 2024

For instance, if your sales team is using CRM applications on mobile, they can quickly retrieve or update NetSuite data on the go. This is particularly useful for: Updating Sales Orders : Sales reps can update sales orders in NetSuite directly from a mobile CRM, ensuring real-time visibility into pipeline data.

API

Fintech Weekly

JULY 13, 2025

This is where AI Agents empowered with specialized domain knowledge can drive engaging and intelligent customer interaction. AI-Human collaboration is one of the most mutually beneficial outcomes of recent technological developments. MITSMR 2025 AI & Data Leadership Executive benchmark Survey also forecasted similar outcome.

AI

Nanonets

NOVEMBER 19, 2024

Integrations Synchronize data between NetSuite and third-party applications such as Salesforce, Shopify, Magento or any other CRM or e-commerce platforms or logistics providers. Comprehensive APIs Developers can leverage APIs to connect NetSuite with external platforms like payment gateways or CRM systems. Feature SuiteScript 1.0

Payment APIs and Integration