Finovate

FEBRUARY 15, 2024

InvestGlass InvestGlass is the #1 Swiss sales automation solution for banks, which features digital onboarding, CRM, marketing, portfolio management, and integrates on-premise AI GPT with legacy regulations. Payment providers, financial service providers, insurance companies, professional services, and banks.

Due Diligence 59

Due Diligence Risk Assessment CRM AI 59

EBizCharge

JANUARY 14, 2025

Overall, the payment gateway acts as a secure bridge that encrypts sensitive data, such as credit card details, to ensure the transaction is processed safely and efficiently. These integrations can include accounting, enterprise resource planning (ERP), customer relationship management (CRM), eCommerce platforms , and more.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Online and Mobile Banking 52

Clearly Payments

DECEMBER 2, 2024

Mobile or Remote Businesses: Service providers, food trucks, and pop-up shops benefit from mobile payment solutions that use card readers connected to smartphones or tablets. Security Features Fraud and chargebacks are significant concerns for businesses accepting credit cards. Ensure your provider complies with these standards.

Credit Cards 105

Credit Cards Payment Gateways Gateways Point-of-Sale (POS) 105

Stax

MARCH 21, 2024

The SaaS model isn’t just for the tech industry—cloud services are widespread in industries such as healthcare, retail, eCommerce, and education. SaaS services are also used in customer relationship management (CRM), human resources management, analytics, and communication. For example, a CRM solution (e.g.

Payment APIs and Integration 88

Payment APIs and Integration Payment Gateways Payments Gateways 88

Stax

FEBRUARY 26, 2024

Once authorized, payment service providers take the lead in automating payments within the payment gateway. Your payment processor is your business partner and ensuring a secure checkout and offering convenient solutions should be their priority. Ensuring security and compliance Security is paramount in recurring payments.

Best Practices 88

Best Practices Payment APIs and Integration Payment Gateways Payments 88

The Fintech Times

AUGUST 2, 2024

These results were largely driven by members of the Contingent Reimbursement Model (CRM) – a voluntary code that sets guidelines on how firms reimburse victims of APP scams. CRM members reimbursed 68 per cent of fraud value back to consumers in 2023. Rocio Concha, director of policy and advocacy at Which? .”

Scams 64

Scams Romance Scams CRM Monetary Loss 64

Stax

JANUARY 21, 2025

PCI compliance Payment security is a must-have feature. All POS systems should comply with all data security standards set by the PCI (Payment Card Industry). What integrations do you need, like CRM or eCommerce integrations? Do you need inventory management features? And perhaps most importantly, whats your budget?

Point-of-Sale (POS) 88

Point-of-Sale (POS) Small Business Credit Cards Process 88

EBizCharge

JANUARY 16, 2025

MCCs serve a range of sectors, from retail outlet services to transportation services. They categorize beauty shops, service providers like furniture rental and repair, and other businesses. These codes help identify what a business sells during credit card transactions. Who sets merchant category codes?

Credit Cards 52

Credit Cards Processors PCI DSS Fraud Detection 52

Stax

FEBRUARY 15, 2024

Now, there are two ways that a software service provider can become a payments provider. Regulatory compliance and security standards – ISVs and PayFacs prioritize compliance and security in their respective roles. Salesforce’s CRM is ubiquitous and as of 2023, it has a 23.8%

ISVS 88

ISVS Facilitators ISOs Payment APIs and Integration 88

EBizCharge

MARCH 3, 2025

When integrated with a powerful payment processing solution, Acumatica provides a comprehensive suite of tools for accounting, finance, customer relationship management (CRM), inventory management, and project management.

Credit Cards 52

Credit Cards Process Payment Gateways Payment APIs and Integration 52

EBizCharge

AUGUST 12, 2024

They also oversee the final settlement of card transactions, transferring the funds to the merchant’s account minus any transaction fees for the services provided. Now that you know the functions of a merchant acquirer, you should familiarize yourself with what to look for when choosing one for your business.

Credit Cards 52

Credit Cards Acquirers Process Debit Card 52

Stax

MARCH 26, 2024

Secure Transactions: Online terminals incorporate security protocols like SSL encryption, tokenization, and Payment Card Industry Data Security Standards (PCI DSS) compliance. This security infrastructure protects sensitive payment information during transactions, building customer trust.

PCI DSS 88

PCI DSS Encryption Payment Gateways Disputes 88

PYMNTS

DECEMBER 14, 2017

The eyes of the financial services world are on the EU’s upcoming PSD2 regulations, with many jurisdictions watching how the European market evolves and responds to regulations that support data sharing and open banking, while maintaining data security. “These things become very intertwined,” he said.

Small Business 49

Small Business Non-Bank Rules Regulations 49

Stax

DECEMBER 27, 2023

In this blog, we’re going to explain how merchant accounts work in both eCommerce and offline settings and what businesses need to consider when selecting a merchant services provider. A business will typically set up a merchant account in collaboration with a merchant services provider or merchant account provider.

Accounts 88

Accounts Online and Mobile Banking Payment Gateways PCI DSS 88

M2P Fintech

DECEMBER 14, 2024

Additionally, robust data security protocols are implemented to protect sensitive borrower information, safeguarding operations against potential breaches. This integration minimizes challenges and enhances operational efficiency by facilitating efficient data flow across all platforms.

Origination 52

Origination Payment APIs and Integration Assessments Compliance 52

M2P Fintech

JANUARY 21, 2025

Key Features Configurability : Integrates with 60+ third-party systems and supports 15+ loan products, allowing seamless customization with CRM, core banking, and operational platforms. What measures are implemented in LOS to ensure data security and regulatory compliance?

Origination 52

Origination Payment APIs and Integration Underwriting Automation 52

Stax

JANUARY 17, 2024

To offer great customer experiences and maintain KYC records, crafting a tailored interface with a robust CRM system is important. These regulations include guidelines for transaction processing, data security standards, and customer authentication practices.

ACH 88

ACH Facilitators ISVS Payment APIs and Integration 88

Stax

APRIL 18, 2024

Ensure that your chosen payment processing solution complies with industry standards and regulations, such as the Payment Card Industry Data Security Standard (PCI DSS) and takes EMV chip cards. Customize your mobile payment solution to reflect your brand identity and provide a seamless experience for customers.

Credit Cards 88

Credit Cards Process Online and Mobile Banking Mobile Payments 88

Stax

MARCH 15, 2025

Here’s a look at what organizations need to know about CRM integration and monetizing SaaS payment software features. As a Stax Connect partner, you can leverage these capabilities to provide comprehensive payment solutions to your users. But how exactly should a SaaS company monetize payments?

Enrollments 88

Enrollments Payment APIs and Integration Payments Online and Mobile Banking 88

PYMNTS

MAY 25, 2016

One firm’s risk is another firm’s big opportunity, particularly when it comes to data security — a reality well-illustrated by the team at BigID , who has emerged from stealth this week to offer up its SaaS solution for privacy management. The traditional solutions for [data] discovery have a very high false positive rate.

Transactions 40

Transactions Database Data Breach Breach 40

PYMNTS

MAY 25, 2016

One firm’s risk is another firm’s big opportunity – particularly when it comes to data security – a reality well illustrated by the team at BigID – who have emerged from stealth this week to offer up their SaaS solution for privacy management. And so we leverage that to essentially bootstrap the system.”

Transactions 40

Transactions Database Data Breach Breach 40

EBizCharge

JUNE 4, 2024

Acumatica is a cloud-based enterprise resource planning (ERP) system that offers a full suite of business management applications, including financials, distribution, project accounting, and CRM. Because it’s cloud-based, Acumatica provides real-time access to business data from any location, facilitating remote work and business continuity.

Credit Cards 52

Credit Cards Process Payment Gateways Best Practices 52

Nanonets

JULY 21, 2023

With SolveXia's comprehensive tools, users can efficiently manage data analytics, ensure top-notch security, and effectively share and manage critical processes. The platform integrates data, applications, RPA tools, and AI services, providing end-to-end automation capabilities on a single platform.

Reconciliation 52

Reconciliation Payment APIs and Integration Automation Online and Mobile Banking 52

Stax

MARCH 19, 2024

And given that this is a different industry, it comes with unique features like built-in HIPAA compliance in data security, privacy policy, and form design. Clio (legal practice management) Clio is a case management software platform designed to help law firms and judicial service providers store and manage case-related information.

Payment APIs and Integration 88

Payment APIs and Integration Payments Embedded Payments Online and Mobile Banking 88

PYMNTS

AUGUST 22, 2018

The ongoing testing of the Payment Request API has shown “mixed but mostly optimistic messages” from J.Crew, Shopify, Stripe and other merchants, as well as eCommerce and payment service providers, Jacobs told PYMNTS. We are working very closely with the card brands, trying to bring tokenization” further into the web, Jacobs added.

API 51

API Credential Push-to-Card Payments 51