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

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

PYMNTS

NOVEMBER 30, 2016

Helpshift Leads The CRM Industry Toward A Post-PC Era. Helpshift is here to lead the way for the CRM industry in the post-PC era,” said cofounder and CEO Abinash Tripathy. He has over 20 years of experience in enterprise tech and CRM industries. To date, Helpshift has raised more than $38.2 million from its investors.

CRM 40

CRM Posting Origination Process 40

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 Privacy Credential 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 107

CRM Underserved Addressing Security 107

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

Open Banking Excellence

AUGUST 23, 2023

Then, in 2016 we introduced Einstein, which was the first comprehensive AI for customer relationship management (CRM). Find out more about Salesforce EinsteinGPT, the World’s First Generative AI for CRM. Salesforce started out in 2014 when we launched the Office of Ethical and Humane Use of Technology.

AI 130

AI Risk Online and Mobile Banking CRM 130

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

Fintech Finance

JULY 23, 2024

This will enable intermediary firms to better manage, collect and reconcile their payments to help improve cash flow and streamline a host of financial transactions, all without having to leave the OMS CRM system. The partnership is the latest move for GoCardless as it continues to accelerate its growth through partners.

ISVS 98

ISVS Payments Payer CRM 98

PYMNTS

APRIL 5, 2017

Flush with the latest funds, de Gombert said Akeneo would continue to accelerate its expansion into the U.S. Near the end of March, Akeneo announced the startup had raised a $13 million in a Series B venture funding round led by Partech Ventures with additional participation from existing backer Alven Capital.

CRM 40

CRM Product Client Management Participant 40

The Finance Weekly

NOVEMBER 27, 2022

Bringing continuous, comprehensive, and collaborative planning to every part of an enterprise improves it in so many ways. Continuous planning. xP&A allows all users in the organization to , access a single source of truth - a centralized database that can integrate data from multiple sources such as ERP, GL, and CRM.

On-Demand 130

On-Demand Finance CRM Automation 130

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

Stax

FEBRUARY 19, 2024

These platforms provide functionalities that a diverse user base benefits from, such as project management, social media, automated workflows, or customer relationship management (CRM). Veeva is a cloud-based CRM and content management solution built specifically for the pharma and life sciences industry.

CRM 88

CRM Regulatory Compliance Compliance On-Demand 88

PYMNTS

SEPTEMBER 21, 2020

The rate of permanent business closures continues to rise, and Main Street has been hit particularly hard. At the same time, the demand for such integrations continues to rise. This approach enables many software companies from different spheres — like CRM systems, inventory tracking, etc. — Business Model Creativity.

Accounts 114

Accounts Value Added Service CRM Automation 114

PYMNTS

OCTOBER 1, 2020

With the continued growth of eCommerce, we’re positioned to ensure merchants have the multi-courier shipping technology necessary to meet increasing customer expectations,” Easyship Co-founder Tommaso Tamburnotti said in the announcement. 1) announcement.

CRM 66

CRM Technology Continuity Product 66

PYMNTS

SEPTEMBER 30, 2020

The news comes as Salesforce continues to expand its technology offerings to boost payment capabilities for users. Salesforce pitches itself as “the global leader” in CRM (customer relationship management) systems.

CRM 67

CRM Assessments Governance Government 67

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

Stax

DECEMBER 12, 2024

inventory, CRM, and accounting software). Simplified payment management Global cash usage dropped by 80% in 2019 and continues to decrease by 4% each year. These POS equipment collect payment information at physical locations and transmit them to payment processors. They also integrate with business management tools (e.g.,

Small Business 88

Small Business Online and Mobile Banking Volume Checks 88

Fintech Finance

AUGUST 1, 2024

The PSR will continue to monitor progress as its requirements come into effect. As in 2022, there continued to be inconsistent outcomes for customers who reported an APP scam to their bank or building society. CRM members reimbursed 68% of the fraud value back to consumers in 2023.

Scams 95

Scams CRM Transactions Accounts 95

Payments Source

JANUARY 1, 2018

Three areas continued to see a high average of new spend in both 2016 and 2017: Digital advertising solutions. Marketing CRM solutions. Anticipated spend #3: CRM solutions. Despite this slight drop, CRM solutions is still one of the three highest areas of investment year over year. Customer experience solutions.

CRM 72

CRM Addressing Research Automation 72

The Finance Weekly

AUGUST 6, 2024

The platform aims to centralize planning and decision-making across the organization and is designed to integrate with various systems beyond typical ERP, CRM, and HR platforms, including business intelligence solutions like Tableau and tools such as AWS Cost Explorer.

CRM 130

CRM Facilitators Fed Financial Analysis 130

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

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

JULY 24, 2024

Online payment processing solution provider GoCardless has announced a partnership with One Mortgage System (OMS), a CRM platform for brokers, to simplify and accelerate the payment process for its user base. In addition, they can sidestep expensive card fees by collecting instant, one-off payments through open banking.

CRM 59

CRM Payer Payments Online Payment Processing 59

PYMNTS

NOVEMBER 9, 2016

In-store technology initiatives have included a new store- and district-level analytics implementation, an upgrade of its point-of-sale system and the launch of new CRM and eCommerce platforms. The retailer made the changes while continuing to grow, opening and relocating an average of 100 stores a year.

CRM 70

CRM Product Transactions Origination 70

Fintech News

OCTOBER 10, 2024

This dynamic ecosystem is supported by regulatory advancements and collaborative partnerships, which are expected to continue fostering innovation and growth in the sector. Banks push for digitalization According to the report, large banks are at the forefront of the sector’s digital transformation.

Payment APIs and Integration 120

Payment APIs and Integration Innovation Push-to-Card API 120

PYMNTS

DECEMBER 5, 2019

Deep Dive: Enhancing Customer Service With CRM Tools. Several QSRs are turning to customer relationship management (CRM) systems in an effort to both improve customer relations and boost their bottom lines. Chipotle Folds AI Into its Digital Offerings.

Innovation 52

Innovation CRM AI Automation 52

CB Insights

MARCH 4, 2017

For context, Collections, aka our “CRM for Innovation”, lets clients build and collaborate on market landscapes or competitor/comp sets right on CB Insights. We wanted a … Continued. In the last 30 days, our clients have accepted 1256 similar company recommendations provided by Collections.

CRM 44

CRM Innovation Continuity 44

PYMNTS

SEPTEMBER 29, 2016

We’re committed to continue working to bring price competition to a CRM market in which Salesforce is the dominant participant charging customers higher prices today.”. “The deal has already been cleared to close in the United States, Canada and Brazil,” Microsoft President and Chief Legal Officer Brad Smith explained.

Regulations 69

Regulations CRM Legal Privacy 69

PYMNTS

NOVEMBER 22, 2019

L’Oréal has been using various cloud-based enterprise and customer relationship management (CRM) solutions from Salesforce to sell its products online, resulting in a 48.5 Integrating with Amazon Connect , which is part of AWS , Service Cloud Voice brings phone, digital channels and CRM data into one unified console.

CRM 47

CRM Service Center AI Process 47

EBizCharge

AUGUST 19, 2024

As companies continuously seek ways to enhance efficiency and accuracy, business processes such as accounting operations are seeing significant innovation via integrations with platforms like Salesforce. This simplifies complex accounting processes and ensures that the ERP components work in harmony with CRM systems.

Accounts 52

Accounts CRM Automation Process 52

PYMNTS

OCTOBER 11, 2016

Zirkel was the Chief Operating Officer of TabbedOut before joining TNS, a mobile payment app with CRM features for bars and restaurants. Zirkel will be based in Reston, Virginia and Tait will be based in Sydney, Australia. Their broad experience will be an asset to TNS as we cement our market leading position and build on our success.

CRM 71

CRM Global Payments Mobile Payments Payments Strategy 71

PYMNTS

FEBRUARY 21, 2019

” Data within the Salesforce customer relationship management (CRM) platform will be used to drive those insights, SalesTrip noted, while the platform also enables real-time budget adjustments for financial professionals to align forecasts and financial goals with business trip expenditure.

CRM 59

CRM Adjustments Returns Acquirers 59

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

Fintech Finance

APRIL 8, 2025

As a result, daily transaction volumes at ATM & CRM usage surged from 35 million transactions in 2021 to 45 million in 2024, and virtual card transactions increased almost six-fold, demonstrating the strong adoption of innovations.

PCI DSS 94

PCI DSS ATM Debit Card Accreditation 94

PYMNTS

JULY 13, 2020

The tool also includes complete operational support, full digital onboarding services, marketing and integrated customer relationship management (CRM) solutions to help set up a whole digital bank. Payrailz CEO Fran Duggan said the partnership would keep helping businesses meet new, digital needs.

Credit Union 68

Credit Union CRM Contactless Payments Digital Payments 68