Finovate

APRIL 7, 2025

The new offering combines multiple Topicus Finance solutions with capabilities from fellow Finovate Five Degrees, which Topicus acquired in 2023. Akkuro combines the functionality of multiple Topicus finance solutions with the deep capabilities of fellow Finovate alum Five Degrees , which Topicus acquired in 2023.

CRM 59

CRM Acquirers Finance API 59

Finextra

JUNE 13, 2025

While enterprise systems like ERP and CRM often have strong security protocols, these systems don’t operate in a vacuum. That eliminates data sprawl, reduces audit complexity, and gives finance teams greater peace of mind. Organisations embracing tokenisation also gain operational resilience.

Data Security 59

Data Security Payments Data Security ISO 20022 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. What is Salesforce?

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

The Fintech Times

APRIL 10, 2025

i2c , a global provider of banking and payment solutions, is expanding its partnership with Access Finance , a fintech innovator based in Bulgaria, to roll out the next phase of its Juzt Digital Credit Card programme in the US.

FinTech 59

FinTech AI Non-Bank Cybersecurity 59

The Fintech Times

JUNE 20, 2025

Bill Walsh , chief customer officer at Sunbit “At Sunbit, we believe in getting to ‘yes’ Our tech solution has reached millions of people with financing choices that deliver transparency, great terms, and competitive value that merchants and customers love,” said Sunbit’s chief customer officer, Bill Walsh.

Processing Costs 45

Processing Costs Process CRM BNPL 45

Finextra

JUNE 13, 2025

Imagine an agent that scans customer interactions across CRM, support, and marketing tools, then identifies churn risks and recommends retention strategies - autonomously. Now, an agent sits between those tools, compiles a customer’s profile in seconds, drafts the reply, and even pre-fills CRM updates.

AI 59

AI FinTech CRM API 59

Trade Credit & Liquidity Management

JULY 3, 2025

a CRM solution) leading to data silos, manual intervention, and process errors. There is a growing openness among finance teams to adopt artificial intelligence (AI) and machine learning (ML) tools. Many critical functions, such as customer contact management, reside in separate systems (e.g.,

CRM 52

CRM Risk Assessment Liquidity Management AI 52

The Payments Association

JUNE 16, 2025

Jaspreet Kaur Senior consultant, Digital Finance "Consumer protection and fraud prevention needn’t be at odds with one another; one can, instead, complement the other. However, UK Finance data shows overall fraud volumes rose by 12% during the same period, and criminals appear to be shifting to other fraud types.

Scams 88

Scams Assessments Consumer Protection Fraud Prevention 88

EBizCharge

MARCH 7, 2025

It provides integrated functionalities across various business operations, from finance and accounting to customer relationship and inventory management. A well-integrated payment gateway should also connect with other essential business systems such as CRM, accounting software, eCommerce platforms, and POS systems.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Payments 52

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. With IPO readiness and strategic expansion on the horizon, PayTabs is building a future-proof fintech enterprise for the AI era.

AI 88

AI Payment APIs and Integration FinTech SARS 88

Fintech Review

MAY 4, 2025

The Ultimate Guide for Founders, CFOs, and Finance Teams Choosing the right fintech stack can make or break a company’s financial operations. Today, finance leaders are not only responsible for budgeting and compliance, but also for enabling growth through smart, scalable technology choices. Here are the top players: 1.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

EBizCharge

MARCH 31, 2025

Sage provides a comprehensive suite of tools that integrate key business functions, including accounting, finance, inventory management, supply chain, human resources, and customer relationship management (CRM).

Service Provider 52

Service Provider MSPS Payment Gateways Online and Mobile Banking 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. A good example is a large business processing large transaction volumes in physical stores.

Small Business 88

Small Business Wire Transfer BNPL ACH 88

Trade Credit & Liquidity Management

JUNE 2, 2025

Centralized Dashboard and Task Management: Finance teams benefit from a collector dashboard that consolidates overdue accounts, payment status, and risk signals, along with structured task management to assign and track collection activities.

AI 52

AI CRM Automation Risk 52

Finovate

APRIL 11, 2025

Payments and liquidity solutions company Wannme raises 7M Wannme , a Madrid-based fintech that specializes in payments and liquidity solutions, announced a 7 million strategic financing from IDC Arena Credit Ventures, a division of IDC Network, with Arena Investors also participating in the funding.

AI 59

AI Payment APIs and Integration Payments Central Bank 59

Finextra

JULY 2, 2025

Through a robust set of APIs covering payments, accounts, mandates, CRM, cards, loans and open banking use cases, NBO’s platform empowers businesses and developers to streamline operations and drive automation. It expresses the views and opinions of the author.

Gateways 52

Gateways API Payment APIs and Integration Authorization 52

Finovate

APRIL 22, 2025

Flix Flix enables financial platforms to offer seamless cross-border payments via WhatsApp, combining embedded finance with a fast, familiar, and conversational user experience. QuickFi QuickFi is the first and only embedded finance platform in the market for secured commercial equipment lending.

Credit Union 52

Credit Union Cross-Border Payments Deepfake Disputes 52

Fintech Finance

JANUARY 23, 2025

KnitWell Group, a leading portfolio of iconic American fashion brands, has selected Synchrony (NYSE: SYF ), a premier consumer financial services company, as a strategic provider for consumer financing. The multi-year partnership includes rewards and flexible financing options for three brands Chicos, WHBM and Soma.

Visa 90

Visa CRM Credit Cards Finance 90

Nanonets

NOVEMBER 11, 2024

Integrating NetSuite and Salesforce can be a game-changer for organizations, enabling seamless data flow between the two most common mid-market CRM and financial systems. Overview of Salesforce and NetSuite Use Cases Salesforce and NetSuite are the two leading CRM and ERP software solutions for the mid-market.

CRM 52

CRM API AI Automation 52

EBizCharge

MARCH 27, 2025

Sage ERP software is designed to help businesses manage various operations, such as finance, supply chain, manufacturing, services, and more.

Payments 52

Payments PCI DSS Processors Debit Card 52

Stax

FEBRUARY 19, 2025

These partnerships are prevalent across various industries, including retail, healthcare, finance, and logistics. Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. Payment gateways for seamless online transactions. AI-driven analytics for better decision-making.

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

EBizCharge

JULY 11, 2025

Whether you’re in finance, operations, or IT, finding a tool that fits how your business runs—and how your customers pay—is key. payment processor, CRM, eCommerce)? Billing isn’t just about sending invoices and collecting payments—it’s about keeping your operations running smoothly, your books accurate, and your customers happy.

CRM 52

CRM Processors Reconciliation Credit Cards 52

Nanonets

NOVEMBER 14, 2024

Integration needs: What level of integration do you require with your existing business systems (ERP, CRM, accounting software)? Trusted by 34% of Fortune 500 companies, it is ideal for companies with complex document processing needs, where you can effectively handle structured and unstructured documents across multiple languages.

Process 52

Process Automation Volume Verification 52

The Fintech Times

JANUARY 30, 2025

Corby previously held leadership positions across commercial operations, corporate development and finance at private equity-backed Houseful, owner of Zoopla, Alto Software as well as Hometrack. Global carbon ratings agency BeZero Carbon appoints Sophie Corby as its new chief financial officer.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

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. This includes manufacturing, retail, distribution, and professional services.

Credit Cards 52

Credit Cards Process Payment Gateways Payment APIs and Integration 52

EBizCharge

JULY 11, 2025

Whether syncing with your CRM, eCommerce platform, or a third-party integration, a custom billing solution can bridge the gaps. The benefits go beyond finance—sales, customer service, and leadership all gain better visibility and stronger tools to support the customer journey. How much time is the finance team spending on manual fixes?

Credit Cards 52

Credit Cards Automation Reconciliation Volume 52

Fintech News

JUNE 26, 2025

In 2021, DBS Bank launched Client Connect, an all-in-one, AI- and data-driven customer relationship management (CRM) platform to help frontline managers and investment consultants prioritize their call lists based on data and algorithms.

Advisors 82

Advisors Online and Mobile Banking Money Laundering CRM 82

Finextra

JUNE 5, 2025

Whether embedded in enterprise systems (such as ERP, HR, and CRM) or integrated via suitable protocols, these agents make credential use seamless for businesses. When digitally signed, their authenticity and integrity can be verified without manual intervention.

Credential 52

Credential Payment APIs and Integration Authorization Issuers 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. Nanonets is best suited for mid-to-large-sized companies in the logistics, finance, insurance, and retail industries. Why choose Nanonets over others? Ease of Setup 9.1

Automation 52

Automation Volume AI API 52

Nanonets

NOVEMBER 10, 2024

Zapier, sheets, CRM) How quickly do you need support responses? Works well for organizations that need to process both emails and attachments, especially those using automation tools like Zapier or Make. Works well for companies needing high accuracy in complex document processing and willing to invest in a robust solution.

Automation 52

Automation Volume AI Rules 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

Integrate and orchestrate tasks using tools like CRM, ERP, and internal knowledge bases. Full Article Blockchain Accountability for Finance - The Cardano Foundation Unveils Reeve Rosalia Mazza The Cardano Foundation unveils Reeve, a blockchain-based platform designed to bring transparency and verifiability to financial reporting systems.

AI 78

AI Blockchain Payment APIs and Integration FinTech 78

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. The post Finova Broker CRM Integrates with Payment Provider Cashflows appeared first on FF News | Fintech Finance.

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. ” The post Mollie Announces Integration With HubSpot to Streamline CRM Payments appeared first on FF News | Fintech Finance.

CRM 98

CRM Payments Payment Solutions Addressing 98

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. Conclusion.

CRM 240

CRM Finance Database Automation 240

The Finance Weekly

JANUARY 25, 2024

Finance operations managers are the backbone of the CFO’s Office They have primary responsibility for supporting accounting and finance applications, accounting systems and other core plumbing including time entry, conflicts, collections, matter opening, and financial reporting. Yes, finance operations leaders love Excel.

Finance 100

Finance Use Case CRM Accounts 100

PYMNTS

SEPTEMBER 13, 2020

Lloyds Bank has teamed with ConnectedFi in order to provide brokers with quicker asset finance credit decisions by using automation, according to Financial Reporter. In addition, the “time to decision” for asset finance credit requests is sped up, too, and brokers can access status updates to proposals in real time.

CRM 117

CRM API Finance Automation 117