The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. What is FP&A? 3 Key Pointers.

CRM 240

CRM Finance Database Automation 240

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. Drivetrain Cons However, every product has its disadvantages.

CRM 130

CRM Facilitators Fed Financial Analysis 130

Finovate

AUGUST 8, 2024

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment. FinTech Insights FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. Launch is an all-new offering of their proven dispute management system.

Disputes 52

Disputes Credit Union Due Diligence Scams 52

EBizCharge

AUGUST 19, 2024

Therefore, businesses can optimize their financial processes by learning how to utilize accounting functions within Salesforce. By adding an accounting application to Salesforce, an enterprise can enjoy a unified system that combines the sales process, customer records, and financial management. What is Salesforce?

Accounts 52

Accounts CRM Automation Process 52

Trade Credit & Liquidity Management

MARCH 6, 2025

Although other use cases exist for B2B data, for example, stock market performance on public companies, this article will focus on an overview of the four primary use cases: (1) credit and financial analysis, (2) B2B marketing lists, (3) supplier evaluation, and (4) KYC and compliance.

Financial Analysis 52

Financial Analysis Use Case Compliance B2B 52

PYMNTS

SEPTEMBER 3, 2019

According to Smith, there are three significant challenges for B2B sellers when pricing their products. Those pricing agreements only happen after a sale has been made and an invoice has been issued reflecting the original price of products.

B2B 60

B2B B2C Agreements Automation 60

Nanonets

APRIL 30, 2024

While APIs do allow some level of interoperability, the extracted data often needs to be converted into a suitable format that might often require manual intervention - e.g. preparing a CSV file to import CRM data into Salesforce. This could include populating CRM systems, accounting software, or business intelligence tools.

AI 52

AI Due Diligence Automation Use Case 52