Fintech Review

MAY 4, 2025

Today, finance leaders are not only responsible for budgeting and compliance, but also for enabling growth through smart, scalable technology choices. Persona Provides fully customisable identity verification flows with options for ID checks, biometrics, and database lookups. Ideal for platforms integrating finance tools at scale.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

PYMNTS

FEBRUARY 13, 2019

Data integration between back-office platforms is now an essential component for businesses deciding to adopt a technology. “Integration in the technology space has gone from really hard, and in some cases impossible, to now very possible — but that doesn’t necessarily make it easy,” Love told PYMNTS in a recent interview.

Finance 75

Finance Financial Literacy Accounts API 75

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 52

CRM Payment APIs and Integration Automation Facilitators 52

Nanonets

JUNE 8, 2023

Introduction to Airtable Airtable is a versatile tool that integrates the simplicity of a spreadsheet with the power of a database, and has dramatically altered the landscape of collaborative work. One key feature that stands out in Airtable is its powerful relational database functionality. What is Airtable good at?

Database 52

Database Automation CRM Blocks 52

Nanonets

MAY 10, 2023

For instance, collaborative tools, inboxes that are shared, and databases. Start Free Trial Kissflow Kissflow - workflow automation platform Kissflow is a low-code workflow automation software used to create and manage processes from a single database. Sales: Workflow management is another feature of popular (CRM) software.

Automation 98

Automation Rules Procedures Process 98

PYMNTS

FEBRUARY 8, 2017

“Today, we house 170 million unique guests and their demographic information in our database,” Kiran said. We have analytics capabilities, we have a CRM marketing platform and we have a complete mobile engagement solution,” Kiran said. “We The technology is clearly brick-and-mortar-centric,” he said.

CRM 45

CRM Database Automation Volume 45

Nanonets

MAY 20, 2024

Integrating data from CRM, marketing, and support systems gives you a comprehensive view of your customers, enabling data-driven decisions to improve retention and growth. Now, let's explore how these technologies can streamline each step of your data workflow: 1. This is where intelligent automation comes in.

Automation 59

Automation Payment APIs and Integration CRM Duplicate 59

PYMNTS

FEBRUARY 3, 2017

First, Bridg’s platform brings together disparate sets of existing restaurant data — pooling from sources such as customer loyalty programs, email marketing programs, online order databases — into its CRM. Next, Bridg’s technology accesses data stored in the restaurant’s existing POS system. “We The campaign produced $3.58

Database 46

Database CRM Transactions Consumer 46

CB Insights

JUNE 15, 2018

We take a look at how technology is improving this complicated sourcing process. Enterprise resource planning (ERP) software tracks resource allocation from raw material procurement all the way through customer relationship management (CRM). DECENTRALIZED PARTS MANUFACTURING. BLOCKCHAIN FOR RESOURCE TRACKING.

Distributed Ledger Technology (DLT) 32

Distributed Ledger Technology (DLT) Technology Blockchain Database 32

Stax

MAY 30, 2024

The software allows managers to view and modify work schedules, orders, inventory, invoices, customer account records, and other records in the database. However, your software solution with real-time GPS tracking and CRM integration has made their processes easier. Don’t forget to leverage testimonials.

Payment APIs and Integration 88

Payment APIs and Integration CRM Product Process 88

Nanonets

JUNE 12, 2023

Why OCR and Document Data Extraction is needed in Zapier Optical Character Recognition (OCR) and Document Data Extraction are fundamental technologies that convert different types of data into editable and searchable information. OCR technology has the potential to transform how data is handled within Zapier. using Nanonets.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM Process 52

Nanonets

JULY 4, 2023

Hyperautomation was rated the number one technology trend for 2021 by Gartner, the IT research and advisory firm. Hyperautomation provides a framework for the strategic deployment of various automation technologies separately or in tandem. Let us see what hyperautomation is, and how it stands in benefitting any enterprise.

Payment APIs and Integration 96

Payment APIs and Integration Automation AI Process 96

Nanonets

APRIL 10, 2024

Sage 100 ERP (for enterprise resource planning) is a unified accounting system with modules for business process functionality throughout a company that combines into a single database. Sage 100 is used by companies of all sizes, although it targets companies with 10 to 199 employees. 

VARS 52

VARS Payroll CRM Automation 52

The Fintech Times

OCTOBER 19, 2024

A major focus for Oracle is addressing the region’s skills gap in AI and emerging technologies. This programme aims to certify 50,000 Saudi nationals in cloud-powered technologies, including artificial intelligence, machine learning and the internet of things (IoT) by 2027.

AI 59

AI Innovation CRM Database 59

Nanonets

DECEMBER 11, 2023

You can implement any of these frameworks and integrate them into your CRM and other apps using the Nanonets Workflow Builder, which will be covered after this section. In the CRM, a scoring rule is applied where points are assigned based on how well the lead matches each BANT criterion, based on pre-set rules on the enriched data.

CRM 52

CRM Automation AI Authorization 52

Nanonets

APRIL 30, 2024

This article explores how AI technologies, specifically PDF data extractor AI solutions, are revolutionizing the way data is pulled from PDF documents, simplifying processes, and enhancing accuracy and efficiency. The final extracted data needs to be sent to a downstream business software or stored in a database.

AI 52

AI Due Diligence Automation Use Case 52

Nanonets

NOVEMBER 10, 2024

A quick comparison of Parseur alternatives Tool Core technology Free version Integrations Best for Key advantage G2 Rating (Max 5) Parseur AI/Template Yes Many Varied formats Visual template builder 4.9 It uses both template-based parsing and GPT technology to automate data extraction from various document types. Key features: 1.

Automation 52

Automation Volume AI Rules 52

PYMNTS

FEBRUARY 24, 2017

Founded in 1990, Intertrust Technologies Corporation has a long history of providing computing products and services to global enterprises. The next major advance to the technology will be announced on March 1 at the Game Developers Conference in San Francisco.

CRM 41

CRM Database Authentication Product 41

CB Insights

JANUARY 4, 2018

But as with many things in technology, change comes gradually and then suddenly. And in trading, there are another set of EAAS companies trying to replicate and improve human cognition with quantitative trading technologies. Another EAAS technology company in the space is Narrative Science. STATE OF AUTOMATION REPORT.

Automation 75

Automation AI Audit Consulting 75

Trade Credit & Liquidity Management

MARCH 6, 2025

I will also discuss how Fintech technology and Artificial Intelligence (AI) are being used by providers in new and innovative ways to improve data quality and coverage. 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 52

Financial Analysis Use Case Compliance B2B 52

Nanonets

NOVEMBER 9, 2023

A bunch of robots whirring away in a warehouse, entering data into databases? Order entry automation is a technology that automates receiving, inputting, and processing orders. You can then export this data to your CRM or order management system, making tracking and managing orders easier.

Automation 59

Automation Payment APIs and Integration CRM Process 59

Nanonets

DECEMBER 11, 2023

Data entry powered by AI refers to using artificial intelligence technologies to automate the process of extracting and inputting data into digital systems for further use. Your team will no longer have to manually type information into forms, applications, or databases. What is AI data entry? And that’s only half of the story.

AI 59

AI Payment APIs and Integration Automation Best Practices 59

Nanonets

MAY 7, 2024

Solutions like Nanonets can scan and digitize printed contracts using OCR technology. Structured contract metadata can integrate directly with databases, analytics tools, and existing workflows. Data can flow directly into systems like CRM to trigger the next steps after execution. It adapts to your evolving contract needs.

Automation 52

Automation Legal Agreements AI 52

PYMNTS

MAY 25, 2016

We mine primary data sources — i.e., databases — but there’s been technologies that crawl data sources for a number of years. We’re not creating another database of all the personal information,” he says, when asked why its customers should trust BigID to handle their data. ” “So, we don’t start off with zero knowledge.

Transactions 40

Transactions Database Data Breach Breach 40

PYMNTS

MAY 25, 2016

We mine primary data sources — i.e. databases — but there’s been technologies that crawl data sources for a number of years. We’re not creating another database of all the personal information,” he says, when asked why its customers should trust BigID to handle their data. ” “So we don’t start off with zero knowledge.

Transactions 40

Transactions Database Data Breach Breach 40

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. The CRM scores the lead based on these factors, favoring those with immediate needs and the ability to buy.

CRM 52

CRM Automation AI Authorization 52

Nanonets

NOVEMBER 14, 2023

Leveraging advanced technologies such as OCR and automation, document capture systems streamline workflows, empowering teams to swiftly locate and retrieve information. This involves scanning or document imaging, wherein essential data is collected, categorized, processed, and placed into databases. invoices, orders, receipts).

Automation 52

Automation Facilitators Audit Legal 52

Nanonets

OCTOBER 16, 2024

Intelligent Data Extraction is an automated process of accurately identifying and extracting relevant data points from documents leveraging modern-day technology. Integration with existing systems (ERP, CRM, etc.) Optical Character Recognition (OCR) has been the traditional go-to technology for digitising printed or handwritten text.

Automation 52

Automation Compliance Process Legal 52

Nanonets

AUGUST 23, 2023

AI in document processing refers to the use of Machine Learning (ML), Natural Language Processing (NLP), and Optical Character Recognition (OCR) technologies to automate data extraction, categorization, and validation from documents. It could be exporting the data to your ERP or CRM system or updating your databases.

Process 97

Process AI Payment APIs and Integration Compliance 97

Nanonets

MARCH 4, 2024

OCR technology has emerged as a game-changer for legal professionals, offering a lifeline in the sea of documents that clutter their daily routines. OCR, or Optical Character Recognition, is a technology designed to recognize and extract text content from various documents, images, or scanned materials.

Legal 52

Legal Laws Automation AI 52

Nanonets

MAY 17, 2024

By structured, we mean that it has been arranged in columns and rows so it can be easily imported into another program or database. The goal of data extraction is to get the raw data out so you can do something with it—for example, run analytics on your CRM contacts list or create mailing lists using customer emails and addresses.

Automation 52

Automation Database Process API 52

Nanonets

JUNE 3, 2024

By structured, we mean that it has been arranged in columns and rows so it can be easily imported into another program or database. The goal of data extraction is to get the raw data out so you can do something with it—for example, run analytics on your CRM contacts list or create mailing lists using customer emails and addresses.

AI 40

AI Process XML Automation 40

Nanonets

JUNE 15, 2023

A DMS is an intelligent automation software that automates every aspect of the document lifecycle with workflow automation, like creation, capture, data extraction, classification, verification, approvals, modification, database synchronization, storage, and security. What features does document management software have?

Automation 52

Automation Verification Process Database 52

CB Insights

MARCH 13, 2019

Select Investors: Camelot Venture Group, Align Technology, Kleiner Perkins Caufield & Byers, Spark Capital, Clayton Dubilier & Rice. Plaid Technologies. Company Description: San Francisco’s Plaid Technologies builds user-friendly APIs and tools for financial institutions. . Valuation: $3.2B. Total Funding: $1.3B.

Online and Mobile Banking 77

Online and Mobile Banking Automation Payment APIs and Integration Technology 77

Nanonets

JUNE 27, 2023

In addition to facilitating data management, effective document processing enables the integration of heterogeneous systems like ERP, WRM, SCM, and CRM, empowering informed decision-making and fostering business intelligence in this sector. In light of these factors, digital document/data processing and management have become paramount.

Payment APIs and Integration 52

Payment APIs and Integration AI Automation Process 52

Stax

SEPTEMBER 19, 2024

Increased visibility and control Before the emergence of automated Q2C tools, reporting was done manually within each department, which created siloed databases and made it tedious and sometimes completelyimpossible for management to track and analyze business performance data. There are multiple software solutions on the market.

Process 88

Process Automation RFP Disputes 88

Nanonets

JUNE 28, 2024

OCR technology can recognize text in images and PDFs and convert them into editable formats like Microsoft Word. OCR, or Optical Character Recognition, is the technology that enables you to convert images and PDFs into editable text. That's where OCR (Optical Character Recognition) comes in. What is OCR?

AI 52

AI Adjustments Privacy Volume 52