PYMNTS

JUNE 12, 2020

As a result, owners of firms can manage, tailor and automate pricing to attain their best possible levels of revenue. Additionally, users can use an add-on with Enterprise Diamond that brings together some accounting features with the client management functions of Salesforce CRM.

Payroll 56

Payroll CRM Client Management Accounts 56

Finovate

JULY 30, 2024

based Cable was founded in 2020 to offer a financial risk control platform with automated effectiveness testing and real-time alerts that help clients manage, track, and have full oversight of the controls. The company’s initial value proposition was to help firms manage financial crime. ” U.K.-based

Compliance 52

Compliance Risk Management Regulatory Compliance Financial Crimes 52

The Fintech Times

SEPTEMBER 2, 2024

To address these issues, Modulr has extended its Xero integration, now offering automated single or batch payroll payments. A further 13 per cent were forced to wait until their next pay cheque for payroll errors to be rectified – causing avoidable emotional distress for employees and payroll professionals.

Payroll 64

Payroll Online and Mobile Banking Real Time Payments Payee 64

PYMNTS

FEBRUARY 24, 2020

“The B2B buyer is rapidly evolving and becoming more sophisticated, and, in turn, expectations are shifting [toward purchasing] with their payments of choice,” Anjali Shah, director of client management for online merchants at American Express, told PYMNTS. After all, B2B eCommerce will be a $1.1

B2B 73

B2B Near Real-Time B2C Disputes 73

PYMNTS

SEPTEMBER 7, 2017

The companies also noted their integration enhances automation of data entry and management for more reliable reconciliation. Xero, meanwhile, recently launched a partnership with subscription management platform Recurly to help joint business clients manage billing and invoice data from within the Xero platform.

Cross-Border 50

Cross-Border Wire Transfer B2B Payments 50

Finovate

MAY 8, 2024

Expensify Travel will be built on top of New York-based Spotana’s cloud-based Travel-as-a-Service platform, which will help clients manage flight changes, cancellations, and unused ticket credits, as well as offer comprehensive travel management capabilities. “Book your trip in minutes, we’ll handle the rest.

Debit Card 59

Debit Card Client Management Assessments Consulting 59

Stax

JANUARY 17, 2024

Automated Clearing House (ACH) payments are a type of electronic bank-to-bank payment system in the US. Unlike payments facilitated by card networks like Visa or Mastercard, ACH payments are managed by a body called the National Automated Clearing House Association (NACHA). To learn more, contact us today.

ACH 88

ACH Facilitators ISVS Payment APIs and Integration 88

Nanonets

MARCH 13, 2024

By automating data extraction from invoices, OCR software significantly reduces the burden of manual data entry, mitigating errors and optimizing resource utilization. OCR helps automate the processing of these invoices, ensuring accurate recording of inventory costs, vendor payments, and expense management.

Payment APIs and Integration 52

Payment APIs and Integration Automation API Use Case 52

Nanonets

JUNE 29, 2023

Spend management solutions or expense management software are powerful tools that provide businesses with a centralized platform, typically cloud-based, to integrate and streamline various aspects of their spending processes. Automated expense recognition and classification, reducing manual data entry and GL coding efforts.

Payment APIs and Integration 52

Payment APIs and Integration Online and Mobile Banking Automation Push-to-Card 52

EBizCharge

APRIL 26, 2024

Accounts receivable management plays a pivotal role in businesses’ financial health and operational efficiency across industries. As businesses extend credit to clients, managing accounts receivable becomes essential for maintaining liquidity, ensuring timely payments, and fostering healthy cash flow.

Accounts 52

Accounts Best Practices Disputes Procedures 52

Stax

APRIL 17, 2025

Delivering upgrade prompts through in-app messaging, email automation, and customer success outreach makes the upsell process feel personalized and value-driven. For example, a team on a basic plan might be prompted to unlock advanced features such as automated workflows, premium analytics, or dedicated support.

Payment APIs and Integration 88

Payment APIs and Integration Process ISVS Push-to-Card 88

PYMNTS

MAY 3, 2017

CosmoLex, which provides software for the law practice industry, is introducing a new solution to help its clients manage cash and make payments. The company said Tuesday (May 2) that it has revamped its accounts payable solution after offering it in beta only months ago.

Legal 43

Legal Laws Client Management Settlement 43

Stax

MAY 21, 2024

Legal practice management systems improve law firms’ workflows and functionality, so they manage more cases and serve clients better. As software and management systems have progressed in the modern age, time-consuming tasks like recurring payments and client management are streamlined through this process.

Laws 88

Laws Legal Process Product 88

PYMNTS

MARCH 8, 2017

But across more typical process flow, IntraNext operates with Cisco/Avaya contact centers, with two servers tied to the data center environment: one temporarily holding the credit card data from consumers and the other a client/manager interaction component. .

Security 44

Security Payment Security Payments Volume 44

CB Insights

JULY 23, 2018

Ports around the world are already powerhouses of automation and supply chain innovation in their own right. PSA unboXed: Venture arm PSA unboXed, which acts as the venture arm of port operator PSA International (a major port operator in Singapore among other cities), invests in port operation and supply chain management technology.

Innovation 28

Innovation Client Management AI Automation 28

EBizCharge

MAY 23, 2024

Embedded payments often automate several aspects of financial management, such as invoicing, billing, and reconciliation, thereby reducing manual interventions and errors. Operational efficiency By embedding payment processing into existing operations, businesses can improve operational efficiency.

Embedded Payments 52

Embedded Payments Payment APIs and Integration ISOs Payments 52

CB Insights

NOVEMBER 6, 2018

Amazon leverages machine learning and automated systems to help combat counterfeit products across the board. In November 2016, Sephora developed Sephora Assistant in partnership with Facebook to help clients manage beauty reservation booking.

Bots 72

Bots Use Case Product Consumer 72

The Fintech Times

MARCH 19, 2024

Tell us more about your company and its purpose Wayne Lloyds, CEO and founder, Smarter Contracts Smarter Contracts have built Pulse, a blockchain and machine learning-based permissions management platform. Many of the problems they had were in the back-office, so I was keen to find ways of automating that which led me to blockchain.

Blockchain 59

Blockchain FinTech Product AI 59

Payment Savvy

AUGUST 25, 2020

NLP systems such as text messaging, chatbots, and IVR understand client queries and provide resourceful insights. These automated systems are capable of answering even the most complicated questions about consumer lending without a live agent on the line. The post 2020 Consumer Finance Trends appeared first on My Payment Savvy.

Consumer 52

Consumer Finance Process Regulations 52

Finovate

FEBRUARY 12, 2025

” Fenergo’s CLM helps ensure that financial services firms realize tangible benefits and return on investment from the digital transformation of their client management and compliance processes. Dublin, Ireland-based Fenergo made its Finovate debut at FinovateEurope 2012.

AI 52

AI Financial Crimes Due Diligence Crime 52

Fintech Labs Insights

DECEMBER 9, 2016

Can an automated investment platform determine conflicts of interest between the planner and client? This suggests two potential outcomes: increasing use of human advisors in combination with automated technology, and deploying sentiment analysis technologies to better interpret non-verbal communication between planners and clients.

API 31

API Advisors Rules Innovation 31