PYMNTS

FEBRUARY 4, 2019

FinTech has, in many ways, democratized technology once reserved for the largest enterprises, and reduced barriers for small business (SMB) adoption. CRM involves a mesh of salesforce automation, marketing, contact center management and more. CRM Meets Payments.

CRM 47

CRM Technology Small Business Payments 47

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

NOVEMBER 10, 2024

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 Mailparser Rule-based Yes Limited Emails Email automation 4.7 Automated workflow support Pricing details: Starting price of $49.99/month.

Automation 52

Automation Volume Rules AI 52

Fintech Review

FEBRUARY 19, 2025

London, United Kingdom, February 19th, 2025, FinanceWire Level2 and Broctagon Partner to Bring No-Code Automated Trading to Brokers Using AXIS CRM This innovative collaboration aims to simplify the strategy creation process for brokers and all their traders currently using Broctagons AXIS CRM platform.

CRM 52

CRM Automation Innovation On-Demand 52

PYMNTS

APRIL 23, 2020

Business payment and accounting solutions provider Gilded said that digital currency data provider CoinMarketCap has implemented its cryptocurrency payment technology, according to an announcement. The technology from Gilded facilitates instant international payments with cryptocurrency and doesn’t charge transaction fees.

Technology 78

Technology Digital Currency Best Practices CRM 78

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. But does the CRM work in return to make it easy for salespeople?

CRM 50

CRM AI Automation Returns 50

VISTA InfoSec

SEPTEMBER 25, 2024

These cloud-based platforms offer flexibility, scalability, and access to advanced technologies, making them a popular choice for organizations of all sizes. Advanced Features: CCaaS solutions include powerful tools like artificial intelligence (AI), automation, and analytics that improve the overall efficiency of customer service operations.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

VISTA InfoSec

OCTOBER 21, 2024

These cloud-based platforms offer flexibility, scalability, and access to advanced technologies, making them a popular choice for organizations of all sizes. Advanced Features: CCaaS solutions include powerful tools like artificial intelligence (AI), automation, and analytics that improve the overall efficiency of customer service operations.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

Stax

JUNE 18, 2025

Join the Payments-Led Growth Movement Sign up to keep up-to-date with the latest trends in payments, vertical SaaS, and technology from industry experts. ClientTether ClientTether is a top-rated franchise CRM built to support every stage of the franchise lifecycle—from development and onboarding to ongoing unit success.

Underserved 167

Underserved Addressing CRM Compliance 167

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. InvestGlass was founded in 2014. Alexandre Gaillard is CEO.

CRM 52

CRM Non-Bank Automation Compliance 52

Stax

MARCH 18, 2025

A payment processing system is a technology that facilitates the secure transfer of funds from a customer to a merchant. Modern digital payment processing systems Modern digital payment processing systems leverage cloud-based technology, APIs, and digital wallets to quickly and securely process transactions.

Process 88

Process Payment APIs and Integration Processors Online and Mobile Banking 88

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

JANUARY 30, 2025

Partnerships and collaborations Banco Sabadell has unveiled a strategic alliance with Snowdrop Solutions, a geolocation-based technology services company, to enhance the customer experience within the bank’s app.By Most recently he served as customer service manager at Trading Technologies.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Finextra

JUNE 13, 2025

Imagine an agent that scans customer interactions across CRM, support, and marketing tools, then identifies churn risks and recommends retention strategies - autonomously. Now, an agent sits between those tools, compiles a customer’s profile in seconds, drafts the reply, and even pre-fills CRM updates. That starts with a mindset shift.

AI 59

AI FinTech CRM API 59

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

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 Duplicate 59

EBizCharge

APRIL 24, 2025

EBizCharge was nominated in the Technology Solution category for Best Payments Solution, FinTech Solution, and Financial Management Solution. EBizCharge offers the best integrated payment solution to improve security, efficiency, and automation for businesses, another Stevie Award judge stated.

Payment Solutions 75

Payment Solutions Fraud Prevention CRM Payment Gateways 75

Fintech Review

MAY 4, 2025

Today, finance leaders are not only responsible for budgeting and compliance, but also for enabling growth through smart, scalable technology choices. Modern SaaS fintech software for billing and revenue management automates processes, ensures compliance, and accelerates growth.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

The Finance Weekly

OCTOBER 8, 2023

Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. It might also include features like automated expense categorization, predictions, and reporting. Using LiveFlow saves a lot of time by automating manual tasks.

Small Business 130

Small Business CRM Multi-Currency Automation 130

Stax

FEBRUARY 19, 2025

Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. A prime example is an accounting software company partnering with a tax compliance ISV to offer automated tax calculations, attracting businesses seeking regulatory compliance. How does an ISV integration work?

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

Open Banking Excellence

AUGUST 23, 2023

There is huge hype around generative AI apps like ChatGPT, with advocates arguing that this technology will increase productivity and improve efficiency for every type of company. The same survey found that 67% are not prepared to implement generative AI within their technology estate due to security concerns.

AI 130

AI Risk Online and Mobile Banking CRM 130

The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. This integration fosters a more cohesive customer journey and experience, transcending mere technological upgrades or system redesigns.

CRM 182

CRM Product Process Addressing 182

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

PYMNTS

MARCH 19, 2019

Payment or personal information stored or used within Lion0360 is secured by encrypted socket layer technology. To manage this efficiently and effectively, companies are moving rigorously toward automated systems.”. Orders are growing in volume, speed and complexity,” he said.

CRM 74

CRM Automation Volume Encryption 74

Fintech Review

MAY 22, 2025

As regulatory standards tighten and technology demands intensify, the market for ready-made solutions is rapidly expanding. The solution includes a unified margin account , robust NOP , and deep integration with key technology providers including PrimeXM, oneZero, Centroid, FXCubic, and B2CONNECT.

Multi-Currency 52

Multi-Currency CRM On-Demand Treasury 52

Fintech News

OCTOBER 10, 2024

These incumbents are expanding their digital operations and enhancing their technological capabilities. Core banking is at the center of this shift, with many institutions exploring “dual core technology”, a trend which underscores the industry’s aspiration for complete digitalization within the next decade, according to the Digital Fifth.

Payment APIs and Integration 123

Payment APIs and Integration Innovation Push-to-Card API 123

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

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

Finovate

APRIL 11, 2025

.” Founded in 2017, Wannme facilitates e-commerce by automating and optimizing payment flows to help solve payments and liquidity issues for online merchants. ” More specifically, CaixaBank will leverage Salesforce technology to enhance its customer relationship channels to improve the customer experience.

AI 59

AI Payment APIs and Integration Payments Central Bank 59

EBizCharge

MARCH 7, 2025

Real-time insights from a unified source help businesses simplify automation and coordinate operations more efficiently. Automation: An integrated payment gateway automates accounts receivable tasks, decreasing manual entry and the likelihood of errors as well as freeing up valuable time for other crucial tasks.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Payments 52

Nanonets

AUGUST 1, 2023

Low code automation platforms empower both IT professionals and non-technical users to build and automate applications, workflows, and processes with minimal coding requirements. In this essay, we will discuss the remarkable potential of low-code automation platforms. What is Low Code Automation?

Automation 52

Automation Professional Development Process API 52

CB Insights

APRIL 7, 2018

.” To imagine a world where robots do all the physical work, one simply needs to look at the most ambitious and technology-laden factories of today. For example, the Dongguan City, China-based phone part maker Changying Precision Technology Company has created an unmanned factory. So, what does the future of factories hold?

Technology 78

Technology Blockchain On-Demand Automation 78

Nanonets

JULY 18, 2023

Fortunately, cutting-edge advancements in automation technology have revolutionized the accounts payable landscape, offering businesses an opportunity to streamline their workflows and achieve unprecedented levels of efficiency. Photo by Carlos Muza / Unsplash What is NetSuite Automation? What is Oracle NetSuite?

Automation 52

Automation Reconciliation Audit Correspondent 52

PYMNTS

MARCH 9, 2020

The Chain Integration Project (CHIP), a blockchain proof-of-concept initiative supported by leading manufacturers and retailers organized by Auburn University , showed that blockchain and RFID technologies, when combined, amplify value for retailers.

Blockchain 84

Blockchain CRM Database Small Business 84

The Fintech Times

APRIL 12, 2025

“At ServiceNow, we are committed to openness and delivering enterprise-wide, AI agent-driven automation solutions. These AI agents will pull customer data from multiple sources like CRM, procurement and logistics to provide a unified view and recommendations for quicker, more intelligent issue resolution.

AI 51

AI Interoperability Legal Consulting 51

CB Insights

JANUARY 4, 2018

Per The State of Automation Report , there are 4.6M A growing wave of AI-infused Expert Automation & Augmentation Software (EAAS, pronounced /?z/) STATE OF AUTOMATION REPORT. Download a deep dive on AI, robotics, and the fear of job displacement from automation. such jobs at risk in the USA due to AI. What is EAAS?

Automation 75

Automation AI Audit Consulting 75

Fintech Review

DECEMBER 17, 2024

People and businesses nowadays want more than isolated solutionsthey seek platforms that integrate seamlessly into their workflows, centralizing their operations and automating core processes. These platforms, also known as Vertical ERPs (VERPs) , are systems that centralize and automate fundamental company activities.

Point-of-Sale (POS) 97

Point-of-Sale (POS) Automation CRM On-Demand 97