Fintech Finance

NOVEMBER 14, 2024

Inefficiencies such as costly upgrades to the latest security and industry standards like PCI DSS, and being unable to integrate with other merchant systems like stock inventory and customer relationship management (CRM) platforms, are also threatening to eat into already-thin profit margins.

PCI DSS 95

PCI DSS Payment APIs and Integration Point-of-Sale (POS) CRM 95

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

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. On the other hand, on-premise POS solutions store data locally on in-store servers and are limited to in-store use.

Online and Mobile Banking 88

Online and Mobile Banking CRM Point-of-Sale (POS) Debit Card 88

Finovate

APRIL 7, 2025

The new offering consolidates Five Degrees’ Matrix CRM and Neo Core Banking products with Topicus finance solutions such as Fyndoo Lending to provide end-to-end financial experiences, as Topicus Finance CEO Clint van Haalen underscored in a statement.

CRM 59

CRM Acquirers Finance API 59

Clearly Payments

JANUARY 14, 2025

Technology Integration Many businesses use multiple systems like eCommerce platforms, accounting software, and CRM tools to run their operations. Check Integrations If you rely on certain eCommerce platforms, accounting software, or CRM tools, make sure the payment processor you choose can connect to them easily.

Online and Mobile Banking 105

Online and Mobile Banking Processors Payments Debit Card 105

Fintech Finance

JANUARY 21, 2025

.” Empowering Businesses with a Marketplace for Growth A standout feature of SOTpay Connect is its cutting-edge marketplace , enabling partners to seamlessly integrate their apps, CRM, and booking system technologies.

Technology 98

Technology Security Gateways Payment Gateways 98

Fintech Finance

JANUARY 23, 2025

In making our selection, we were seeking a trusted partner that could help us drive customer experiences, loyalty, repeat purchases and overall sales, said Paul Lazorisak , Senior Vice President, Performance Marketing, CRM & Loyalty, KnitWell Group.

Visa 90

Visa CRM Credit Cards Finance 90

Finextra

MAY 29, 2024

In a strategic move to transform the customer experience and automate internal operations, Crédit Agricole Next Bank launched its new lead management platform and CRM in March 2024.

CRM 52

CRM Automation 52

Payments Source

SEPTEMBER 22, 2020

To take on these other forms of contactless payment, the POS must offer the same functionality as stationary cash registers, including card payments, digital receipts, coupon redemption, mobile payment and CRM integration, says GK Software USA's Todd Barstow.

Contactless Payments 118

Contactless Payments CRM Consumer Payments 118

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

Fintech News

JUNE 2, 2025

He led global efforts across more than 20 markets, managing data platforms, analytics, and CRM capabilities across retail and wealth banking operations. Demiral joins from HSBC, where he served as Group Head of Data Analytics and Customer Relationship Management for Wealth and Personal Banking.

AI 62

AI CRM Innovation Continuity 62

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. Their cloud-based solution allows you to automate the collection of information from all spreadsheets, platforms, and departments with fast and easy implementation - no IT department required.

CRM 240

CRM Finance Database Automation 240

Finovate

DECEMBER 3, 2024

will use UpSwot’s Financial Data Gateway , which integrates data from accounting, payroll, and CRM tools, enabling financial institutions to gain actionable insights and offer tailored recommendations to their commercial clients. Enterprise AI platform Uptiq.AI

Acquirers 59

Acquirers Gateways CRM Payroll 59

PYMNTS

SEPTEMBER 13, 2020

Lloyds will now integrate its asset finance application programming interface (API) into the FinTech software company's asset finance customer relationship management (CRM) platform, which will give brokers using the CRM the option to submit finance proposals directly to the bank with a new level of speed, the report stated.

CRM 117

CRM API Finance Automation 117

The Fintech Times

NOVEMBER 2, 2024

These include prominent enterprise resource planning (ERP) and customer relationship management (CRM) systems for retailers, market-leading travel booking and reservations software, and other industry-specific solutions.

Acquirers 59

Acquirers Value Added Service CRM Agreements 59

Stax

JUNE 18, 2025

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. Designed to meet the unique challenges of franchising, ClientTether helps franchise brands grow faster and operate more efficiently through automation and tailored CRM tools.

Underserved 167

Underserved Addressing CRM Compliance 167

The Fintech Times

NOVEMBER 18, 2024

Enabling ‘hyper-personalised experiences’ Inefficiencies such as costly upgrades to the latest security and industry standards like PCI DSS, and being unable to integrate with other merchant systems like stock inventory and customer relationship management (CRM) platforms, are also threatening to eat into already-thin profit margins.

PCI DSS 59

PCI DSS Payment APIs and Integration Point-of-Sale (POS) CRM 59

PayJunction

AUGUST 27, 2024

These incidents disrupted operations for approximately 15,000 car dealerships that rely on the solution for various operations, including sales, customer relationship management (CRM), back office administration, billing, financing, inventory management, service, and support.

Payment Security 98

Payment Security CRM Security Payments 98

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

Fintech Finance

MAY 27, 2025

In Q1, the Group finalized a comprehensive AI strategy, launched an AI-driven CRM, integrated AI-powered customer support across key products, and introduced automated KYC/KYB onboarding.

AI 88

AI Payment APIs and Integration FinTech SARS 88

VISTA InfoSec

SEPTEMBER 25, 2024

Integration: Integrating seamlessly with your existing CRM and other business tools is vital. Most businesses already have customer relationship management (CRM) software, workforce management tools, and communication technology systems in place. CCaaS aims to complement these systems, not replace them entirely.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

VISTA InfoSec

OCTOBER 21, 2024

Integration: Integrating seamlessly with your existing CRM and other business tools is vital. Most businesses already have customer relationship management (CRM) software, workforce management tools, and communication technology systems in place. CCaaS aims to complement these systems, not replace them entirely.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

The Finance Weekly

JANUARY 5, 2025

With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. This finance AI chatbot integrates seamlessly with Excel, allowing users to work with familiar tools while harnessing cutting-edge AI capabilities. Automated dashboards and custom reports.

AI 130

AI Finance Automation Non-Bank 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. What is Salesforce?

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

The Finance Weekly

APRIL 28, 2024

QuickBooks Online works with many apps, like: Payment processing software E-commerce platforms Inventory management systems Customer relationship management (CRM) Project management tools Integrating QuickBooks can be done through APIs (Application Programming Interfaces), custom-built integrations, or middleware.

Payment APIs and Integration 130

Payment APIs and Integration CRM Automation Multi-Currency 130

EBizCharge

JUNE 3, 2025

Integration capabilities are another advantage of high-volume merchant services, as most reliable providers enable businesses to sync their payment processing systems with their existing accounting, enterprise resource planning (ERP), eCommerce, and customer relationship management (CRM) software for powerful financial management. Absolutely!

Volume 52

Volume Credit Cards Process CRM 52

EBizCharge

APRIL 24, 2025

Popular customer relationship management (CRM) platforms like Salesforce continue to streamline these operations with robust sales, marketing, and service tools, making the ability to process payments directly within this system the cherry on top. When your payment system and Salesforce CRM are in harmony, workflow becomes more efficient.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Payments 52

Stax

JUNE 24, 2025

Consider features like: Integrated payments with your POS, eCommerce, and CRM tools Virtual terminal access for remote sales Mobile apps for on-the-go transaction tracking Instant payouts or next-day funding Be sure the processor supports the payment types your customers prefer and makes it easy to seamlessly integrate with your systems.

Credit Cards 88

Credit Cards Process Processors Online and Mobile Banking 88

Stax

MAY 13, 2025

inventory, CRM, ERP) The best merchant services providers dont operate in a silo, they seamlessly connect with your broader tech stack. Whether its syncing with your inventory management platform or feeding customer data into your CRM, integration saves time and minimizes errors.

Credit Cards 88

Credit Cards Payment APIs and Integration Processors Online and Mobile Banking 88

Finextra

MARCH 13, 2025

AI models give fintech startups a competitive advantage. Automation increases efficiency in financia.

CRM 52

CRM Automation AI FinTech 52

Fintech Finance

JUNE 18, 2025

Sunbit technology leverages Checkout.com’s Intelligent Acceptance — a product allowing analysis of transaction data across the Checkout.com network, turning these insights into real-time operational optimizations to improve payment acceptance rates.

AI 52

AI Technology Payments CRM 52

EBizCharge

MARCH 27, 2025

This platform is also known for its robust suite of payment integrations into over 100 top accounting, ERP, CRM, and eCommerce platforms. EBizCharge is based in Irvine, California, and has been in business for over 20 years.

CRM 59

CRM Payment Gateways Gateways Electronic Payment Processing 59

Finovate

JANUARY 28, 2025

Features Generates AI-driven customer insights for personalised CRM Delivers plug-and-play financial education for easy integration Offers scalable white-label solutions for seamless branding Who’s it for? Banks, credit unions, fintechs, lenders, and credit builders.

Credit Union 52

Credit Union Online and Mobile Banking Fraud Detection AI 52

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

NFCW

DECEMBER 6, 2023

This new communication channel allows Bastille to create a stronger connection with their customers and reinforce their loyalty with an enriched CRM experience.” “In return, Bastille will benefit from interaction and engagement insights that help them to better understand their customers and identify trends.

Fraud Prevention 122

Fraud Prevention CRM Authentication Origination 122

Finextra

APRIL 8, 2025

The mortgage industry has never been more complex and competitive, with pressure from budget online.

CRM 52

CRM Embedded Payments Payments 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