Fintech News

JUNE 26, 2025

In 2021, DBS Bank launched Client Connect, an all-in-one, AI- and data-driven customer relationship management (CRM) platform to help frontline managers and investment consultants prioritize their call lists based on data and algorithms.

Advisors

Stax

JUNE 3, 2025

SaaS vs IaaS SaaS (Software as a Service) delivers ready-to-use applications over the internetthink tools like email marketing platforms, CRMs, or ecommerce software. SaaS vs IaaS SaaS (Software as a Service) delivers ready-to-use applications over the internetthink tools like email marketing platforms, CRMs, or ecommerce software.

Payment APIs and Integration

CB Insights

MAY 10, 2018

Before Bruce Doolin Henderson opened the doors of Boston Consulting Group on July 1, 1963, the concept of “competition” barely existed in American business culture, let alone the concept of strategy. From one perspective, the position of management consulting as an industry has never seemed more secure. Those companies made plans.

Consulting

Fintech News

OCTOBER 10, 2024

The banking landscape in India has undergone a major transformation, driven by significant investments in digital infrastructure and innovations by both incumbents banks and new fintech entrants, a new analysis by the Digital Fifth, a fintech consulting and advisory firm in India, says. The startup had about two million customers in 2022.

Payment APIs and Integration

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 offers data enrichment from multiple sources, keeping CRM and marketing automation systems accurate and up-to-date. This targeted approach is likely to resonate more with the lead.

Automation

Stax

JUNE 18, 2024

Features to look for in subscription software include automated billing, CRM integration, subscription analytics tools, scalability, and 24/7 customer support. Look for integrations with key CRM software like HubSpot and Salesforce to keep customer data in one place and build SMS and email workflows. Customer sign-ups.

Payment APIs and Integration

Stax

APRIL 18, 2024

TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies? Some may use cloud platforms for online solutions.

ISVS

PYMNTS

SEPTEMBER 21, 2016

PYMNTS recently spoke with Shelley Kohan, vice president of retail consulting at RetailNext , about the challenges and opportunities retailers have when it comes to collecting and understanding data before trying to come up with an effective omnichannel campaign. The San Jose, Calif. Making Metrics Count.

CRM

Stax

FEBRUARY 15, 2024

They often customize and integrate their applications to meet specific client needs and market demands. FIS Global reports that in Norway, Sweden, and other Scandinavian countries, more than 90% of transactions processed at point-of-sale (POS) in 2023 were cashless.

ISVS

Stax

JULY 25, 2024

Customer Relationship Management (CRM) Saves customer contact details, preferences, and purchase history. Customer relationship management (CRM) – Most POS systems today have built-in CRM features. The CRM features help you save customer contact details, preferences, and purchase history.

Small Business

Nanonets

DECEMBER 22, 2023

Upon completion, it creates a data output file containing all the relevant information, which is then ready to be uploaded directly to CRM systems. "Phantoms" are standalone automations, while "Flows" are sequences of actions working in tandem.

CRM

Nanonets

APRIL 10, 2024

  To implement Sage 100 for your business, request an implementation guide from your VAR or Sage 100 consultant.   Sage 100 Financials functionality lets you detect and identify unrecorded transactions needing follow-up. You can also evaluate vendor performance with metrics including on-time delivery and vendor accuracy.

VARS

Trade Credit & Liquidity Management

MARCH 6, 2025

This marketplace offers valuable insights and data that empower businesses to make informed decisions, enhance their operations, and ensure compliance with regulatory requirements. In future articles, I will expand on these use cases and report on the increasing universe of vendors and data providers in this space.

Financial Analysis

Stax

MARCH 26, 2024

Adopting this technology ensures that businesses stay competitive and remain attuned to the evolving demands of their customers. Effortless integration with business tools Online terminals can integrate effortlessly with a wide range of business tools, from inventory management systems to customer relationship management (CRM) platforms.

PCI DSS

PYMNTS

DECEMBER 27, 2017

There are many tools available to harvest data about your customers and stakeholders, both internally and externally: CRM systems, social media analytics, web analytics and more. But if it is to be a PR function you will have to understand how it works or find a vendor or consultant that can advise and guide you.

CRM

Stax

JANUARY 17, 2024

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). In Q3 of 2023, the total volume of payouts on ACH networks reached 7.8 This was 3% higher than the volume from the same quarter in the previous year.

ACH

Nanonets

DECEMBER 12, 2023

The CRM then scores the lead based on BANT, using rules on this extra info. The CRM updates the lead's score, marking them as important for the sales team. The CRM scores the lead based on set firmographic criteria. Some are ready to make a decision, while others need more time or information. Why is it Important?

CRM

Nanonets

APRIL 19, 2024

  Payment Processing and Data Entry Though QuickBooks offers native payment processing for ACH , credit cards, and more, users often want to integrate off-platform payment processing tools or have unique needs that demand additional integration support.

Payment APIs and Integration

FloQast

MAY 13, 2024

9 Evolving Trends in Accounting The accounting industry is changing rapidly, influenced by technology like automation and artificial intelligence (AI), new regulatory demands, and evolving client and employee expectations. Despite this shift, consultants foresee AI enhancing how these professionals work rather than eliminating jobs.

Accounts

Stax

APRIL 18, 2024

Whether it’s a photographer booking a photoshoot, a consultant delivering a presentation, or a hairstylist providing services at a client’s home, the ability to accept credit card payments on a mobile device streamlines the transaction process and fosters professionalism.

Credit Cards

Nanonets

DECEMBER 15, 2023

Tools like CRMs can track customer behaviors, preferences, and interactions, providing valuable insights to refine your criteria. Tools like CRMs can track customer behaviors, preferences, and interactions, providing valuable insights to refine your criteria. Think of it as panning for gold.

Automation

Nanonets

JANUARY 16, 2024

Scalability: As organizations grow, the demands on their processes increase. Employee Satisfaction: Employees appreciate workflow automation for its ability to reduce their administrative workload, allowing them to engage in tasks that demand creativity and critical thinking. This can boost morale and overall job satisfaction.

Automation

EBizCharge

JUNE 6, 2024

Microsoft Dynamics 365 is an adaptable ERP system and customer relationship management (CRM) platform that combines a range of capabilities under one roof. Real-time financial insights The dynamic nature of business today demands real-time access to financial data for informed decision-making.

Credit Cards

CB Insights

MARCH 13, 2019

Company Description: San Francisco-based DoorDash is an on-demand digital marketplace through which users can order meals from local restaurants. Users can purchase invisible aligners after being fitted via in-person consultations or using an at-home kit. . Services include a CRM, report generation, and marketing tools.

Online and Mobile Banking

Nanonets

NOVEMBER 23, 2023

When Personalization is Key Certain interactions demand a personalized approach to maintain relationships. We will learn how to set up automated email responses in Gmail and Outlook directly. We'll also take a look at a few practical templates and discuss best practices. Write your intended auto-reply message in this email draft.

Automation

FICO

JANUARY 18, 2023

This frees up human collectors to spend more time with customers in forbearance situations that require empathy and consultation. This allows you to keep these workflows in existing case management systems, like legacy collection systems or CRM solutions. Here are the top five posts from 2022 on debt collection trends.

Posting

PYMNTS

FEBRUARY 15, 2017

Sridharan said the original impetus for starting Kinnek actually came from his cofounder, who was a consultant that helped large enterprises to improve their supply chain and vendor management processes. He would help them find the right suppliers and manage their complex purchasing processes. DE: It’s always good to start with beer. .

B2B

Nanonets

MAY 14, 2024

Consult online resources, tutorials, and Microsoft documentation to enhance your VBA skills and troubleshoot problems. Here's how to embed an unlinked Excel object: Open your Word document and place the cursor where you want the Excel table to appear. Go to the "Insert" tab and click on "Table." 

Origination

Nanonets

FEBRUARY 28, 2024

Welcome to our latest blog post, where we embark on a deep dive into the intricacies of the General Ledger (GL) — the bedrock of any business's financial system. We will start with the basics: What exactly is a General Ledger, and why is it paramount to your business's financial health?

Automation

CB Insights

AUGUST 6, 2017

Health On-Demand: 49 Mobile Startups Disrupting Healthcare. Uber for X, Home Edition: 60+ On-Demand Home Service Startups In One Market Map. From On-Demand Private Jets To Budget Hotel Networks: 90 Startups Changing How We Travel. The CB Insights team has published more than 2,600 research briefs on this blog. LEGAL TECH.

FinTech

CB Insights

NOVEMBER 9, 2017

They got big fast, but size turned out to be an albatross when the demand wasn’t there.” ” One reason demand fell short was that Webvan wasn’t as convenient as it billed itself, Kathman said. For those who’ve been reading, we’ve had failure on the brain recently. 242 Startup Failure Post-Mortems. via SFGate.

Online and Mobile Banking