Clearly Payments

MARCH 14, 2025

Contactless payments continue their rapid adoption, projected to account for more than 60% of in-store purchases. Software solutions that integrate inventory management, reporting, and customer relationship management (CRM). Credit Card Use Overview in USA and Canada In the U.S., credit card payments surpassed $10.6

Credit Cards 52

Credit Cards Transactions PCI DSS Online and Mobile Banking 52

The Fintech Times

APRIL 10, 2025

Hawk’s customers will benefit from the new investment funding as they continue global expansion into the US, helping to reduce costs, boost compliance, and prevent fraud in real time. Funnel , an AI-infused multifamily CRM, has launched ‘Fenix’, a new standalone AI product for managers and operators.

FinTech 59

FinTech AI Non-Bank Cybersecurity 59

The Payments Association

JUNE 16, 2025

Firms should continue to maintain strong fraud prevention systems to detect and monitor suspicious behaviour by investing in reliable digital tools. While the PSR frames the policy as engaging “the entire payment ecosystem,” the practical burden of reimbursement continues to fall disproportionately on banks and PSPs.

Scams 88

Scams Assessments Consumer Protection Fraud Prevention 88

Finextra

JUNE 13, 2025

By operating within a structured, evolving knowledge graph, these agents access the right context, perform tasks across systems, and maintain continuity over time so that human operators can stay focused on what matters: discernment, creativity, and strategic direction. This isn’t just about cutting costs or doing more with less.

AI 59

AI FinTech CRM API 59

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. Continuous improvement ensures your system remains efficient, scalable, and aligned with business needs.

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

Fintech Finance

JULY 15, 2025

Redpin , the global property payments platform backed by a £140 million Blackstone investment, has announced a strategic partnership with Casafari CRM, the customer relationship management system used by thousands of estate agents across Europe. Portugal continues to attract significant international property investment.

CRM 52

CRM Cross-Border Security Multi-Currency 52

The Fintech Times

JUNE 20, 2025

.” One of the fastest-growing financial technology companies in the country, Sunbit has built the leading pay over time technology in auto dealership services and healthcare markets, including dental, as well as a no-fee co-branded card solution designed for retailers, and embedded its technology in leading SaaS, CRM and market platforms.

Processing Costs 45

Processing Costs Process CRM BNPL 45

Fintech Review

MAY 22, 2025

The product arrives at a time when market activity in both forex and digital assets continues to rise, the financial market becomes more inclusive, and brokers and other financial market players are searching for new business models, which will allow them to grow and become successful serving professional clients.

Multi-Currency 52

Multi-Currency CRM On-Demand Treasury 52

EBizCharge

JUNE 16, 2025

Customer integrations refer to the compatibility of enterprise merchant services with other customer relationship management (CRM) tools and software. What systems are you already using – enterprise resource management (ERP), eCommerce, customer relationship management (CRM)?

Payment APIs and Integration 52

Payment APIs and Integration Online and Mobile Banking Volume Transactions 52

Stax

APRIL 10, 2025

You also need a payment services provider that supports your chosen payment methods, but that providers platform must integrate seamlessly with your existing CRM, ERP, payroll, CMS, and accounting software systems. Digital currencies continue to experience extreme price volatility.

Small Business 88

Small Business Wire Transfer BNPL ACH 88

The Payments Association

JULY 11, 2025

CRM adopters are 86% more likely to exceed their sales goals , with most businesses experiencing revenue increases of 21-30%. EMV adoption continues globally, with 94.76% of card-present transactions now using chip technology. Customer relationship management integration yields particularly strong returns. billion by 2030.

Point-of-Sale (POS) 88

Point-of-Sale (POS) Payment APIs and Integration Online and Mobile Banking Compliance 88

Fintech Review

MAY 4, 2025

Billing, Invoicing & Revenue Management Let’s continue the Top 100 fintech tools and platforms with getting paid, that is billing and invoicing. Payments & FX Management Let’s continue the top 100 fintech tools and platforms with payments and foreign exchange (FX) management.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

Finovate

APRIL 11, 2025

The company will use the financing to continue providing marketplace sellers with instant payment advances. The alliance with Plazo strengthens our focus on continuously improving the customer experience and enables us to go a step further in offering key financing options when users need them most.”

AI 59

AI Payment APIs and Integration Payments Central Bank 59

Tearsheet

FEBRUARY 4, 2025

This [maintaining brand recognition] was no easy feat, and required intense coordination and collaboration across multiple teams and channels including paid marketing, PR, CRM, brand systems, product discovery, organic social, and customer service, said Ciam. We’ve continued to work with them, albeit on a lower drum beat.

Product 52

Product CRM APACS Continuity 52

Stax

FEBRUARY 19, 2025

Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. Monitor performance and optimize continuously After deployment, businesses should track key performance metrics, such as: User adoption rates and satisfaction levels. AI-driven analytics for better decision-making.

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

The Fintech Times

JANUARY 30, 2025

By integrating ThetaRays Transaction Monitoring solution, IDB Bank hopes to continue to demonstrate its commitment to being a trusted partner in the global financial ecosystem and the fight against financial crimes.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Nanonets

NOVEMBER 14, 2024

Nanonets Deep Learning, OCR Cloud Freemium, pay-as-you-go SMB to Enterprise Faster setup, easier integration, continuous learning 4.8 The Intelligent Capture module automatically recognizes and processes incoming content while continuously learning from user corrections to improve accuracy over time. ⚡ Key features: 1.

Process 52

Process Automation Volume Verification 52

EBizCharge

APRIL 24, 2025

Organizations across the United States continue to demonstrate resilience and innovation, said Stevie Awards president Maggie Miller. EBizCharge integrates seamlessly with 100+ accounting, ERP, CRM, and shopping cart systems, including QuickBooks, Sage, SAP B1, Microsoft Dynamics, Epicor, Magento, Zoho, and WooCommerce.

Payment Solutions 75

Payment Solutions Fraud Prevention CRM Payment Gateways 75

Stax

JUNE 18, 2025

Benefits of Vertical SaaS The growth of the vertical SaaS industry continues to follow an upward trend. 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. While enterprise software grew at 11.1% through 2034.

Underserved 167

Underserved Addressing CRM Compliance 167

Stax

JULY 22, 2025

With access to over 8,000 apps in Zapier’s app directory, it’s easy to automate everything from payment processing to CRM updates. For example, you can connect your Stax account to your CRM or Google Sheets in just a few clicks. Q: What is the role of Zapier in CRM integration? Q: How does a Zap work in Zapier?

Automation 88

Automation Payment APIs and Integration CRM Process 88

Trade Credit & Liquidity Management

JULY 24, 2025

Systematizing knowledge transfer through meetings, shared reports, or automated CRM workflows. This openness supports a culture of continuous improvement and shared responsibility for risk management. Key actions include: Clarifying what information is valuable (e.g., payment behaviors, operational changes, customer feedback).

Risk 52

Risk Credit Risk Disputes Risk Management 52

EBizCharge

MAY 29, 2025

EBizCharge is an all-in-one payment processing platform known for its robust payment integrations into over 100 accounting, ERP, CRM, and eCommerce systems. EBizCharge is excited to continue its efforts in disrupting and revolutionizing the payments industry. and Canada.

CRM 52

CRM Payment Gateways Embedded Payments Payment Solutions 52

Nanonets

NOVEMBER 18, 2024

With easy integration into ERP, CRM, and database systems, Nanonets enables companies to reduce manual effort, automate repetitive tasks, and improve overall efficiency. It’s a great choice for workflows where human oversight is essential for compliance and operational continuity. ERP, CRM, or accounting software).

Automation 52

Automation Volume AI API 52

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 52

API Payment APIs and Integration Automation Use Case 52

Nanonets

NOVEMBER 7, 2024

per page with the first 500 pages free, ideal for small teams testing basic workflows; Pro with custom pricing for teams needing up to 20 fields and advanced tools like CRM integrations; and Enterprise with tailored pricing, SSO, and dedicated support for large organizations requiring extensive automation. Super AI Feature Nanonets Super.AI

AI 52

AI Process Automation Volume 52

Fintech Weekly

JULY 13, 2025

Despite the developments in digital technologies and banks’ efforts, customer service still continues to be one of the major areas of improvement. Integrate and orchestrate tasks using tools like CRM, ERP, and internal knowledge bases. Research shows this is the single most important factor, that leads to bottom line improvement.

AI 78

AI Blockchain Payment APIs and Integration FinTech 78

Stax

JUNE 3, 2025

The SaaS delivery model also enables continuous feedback loops, so make it easy for users to share input and shape your roadmap. Use marketing automation and CRM integrations to streamline lead nurturing and measure everythingfrom conversion rates to customer lifetime value.

Payment APIs and Integration 88

Payment APIs and Integration Processors PCI DSS CRM 88

Fintech Finance

AUGUST 7, 2024

This new feature allows mortgage brokers to seamlessly take payments for administration and processing fees directly within the finova Broker CRM or passed directly to the customer via an email link. This enhancement is just one of many ways that we’re ensuring that our technology continues to deliver excellent broker outcomes.”

CRM 98

CRM Payments Reconciliation Process 98

Fintech Finance

OCTOBER 16, 2024

The new integration will enable businesses across the UK to initiate and track payments directly from HubSpot in seconds, making CRM payment processing faster and saving hours of work each month. Mollie continues to expand the payment generation functionality within HubSpot, further diversifying how merchants can manage their payments.

CRM 98

CRM Payments Payment Solutions Addressing 98

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. Focused on continuous planning. Planful is a cloud-based financial planning and analysis software platform that focuses on continuous planning. 3 Key Pointers.

CRM 240

CRM Finance Database Automation 240

PYMNTS

FEBRUARY 4, 2019

The SMB community has seen this trend in areas like accounting and financial analytics, but one space where adoption of back-office software remains suppressed is customer relationship management (CRM). CRM involves a mesh of salesforce automation, marketing, contact center management and more. CRM Meets Payments.

CRM 47

CRM Technology Small Business Payments 47

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

VISTA InfoSec

SEPTEMBER 25, 2024

As businesses continue to evolve in their customer service strategies, Contact Center as a Service (CCaaS) solutions have emerged as an effective tool for enhancing customer experience. 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

As businesses continue to evolve in their customer service strategies, Contact Center as a Service (CCaaS) solutions have emerged as an effective tool for enhancing customer experience. Integration: Integrating seamlessly with your existing CRM and other business tools is vital.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

PYMNTS

DECEMBER 18, 2020

“With COVID-19 vaccines becoming available, companies and communities around the world are focused on how to safely reopen and get back to public life,” said Bill Patterson , EVP and GM, CRM Applications at Salesforce. . Security is top of mind for the healthcare industry as the move to digital continues to accelerate during the pandemic.

Best Practices 115

Best Practices CRM Credential Privacy 115

Fintech News

MARCH 13, 2024

Inypay has made significant investments in its technological infrastructure, developing core banking, customer relationship management (CRM), and digital banking platforms in-house. million) from angel investors, high-net-worth individuals, and institutional investors, the bank is well-equipped for continued growth and expansion.

CRM 111

CRM Underserved Addressing Security 111

Nanonets

DECEMBER 1, 2023

AI has become cornerstone in sales with automated lead scoring, personalization at scale, real-time decision support and integrations with CRM systems. CRM integration:  And finally, once the deal is approved, it gets added to the CRM with a single click for further tracking. But does it work?

AI 98

AI CRM Authorization Automation 98