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. Pre-built extractors : Provides specialized tools for documents like invoices , receipts, purchase orders, bank statements, and more. Why choose Nanonets over others?

Automation

PYMNTS

APRIL 3, 2018

Small business (SMB) banking is in need of an overhaul. Between the threat of FinTechs and small business owners’ increasing willingness to switch banking providers, financial institutions are waking up to the demand for better SMB services. That means risks for innovators (and banks) — but a massive opportunity too.

Small Business

The Fintech Times

AUGUST 2, 2024

In 2023, Authorised Push Payment (APP) scams totalled just shy of £341million in the UK, with new research highlighting that reimbursement varies significantly depending on who consumers bank with. In the same year, victims reported 252,626 cases of APP scams – but not all reports resulted in refunds from their banks.

Scams

Finovate

AUGUST 8, 2024

ComplyCo ComplyCo offers the visibility and control needed to effectively oversee digital environments, leveraging end-user session recordings to support monitoring and observability for non-technical teams. FinTech Insights FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs.

Disputes

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. Risk of Non-Compliance.

Small Business

PYMNTS

FEBRUARY 13, 2019

One of the most attractive characteristics of the enterprise app space is that out-of-the-box solutions can save on research and development costs, with companies rolling out enhanced onboarding and integration capabilities to limit disruption. “You won’t just crack open your general ledger to a CRM database guy.”

Finance

PYMNTS

NOVEMBER 30, 2018

The company targets small- to medium-sized businesses (SMBs) with its cloud-based business management solutions, including enterprise resource planning (ERP), inventory management and customer relationship management (CRM) tools. Strategic angel investors and previous backers also participated in the round, the company said.

Process

CB Insights

DECEMBER 7, 2017

Originating, processing, and underwriting a home loan with a large bank lender still requires faxes and snail mail and take almost as long as it did 20 years. FINTECH TRENDS Q3 2017 RESEARCH BRIEFING. Non-bank lenders are becoming much bigger players in mortgages. Driver 1: New lenders increase the competition.

Non-Bank

Stax

APRIL 11, 2024

You may also hear the term Cash Management System (CMS) in your research. Your PMS is a central hub to manage payment requests and store banking information (like your routing and bank account number for ACH payments ). Helpful integration capabilities: You don’t want a PMS siloed from other technology.

Payments

Accertify

AUGUST 28, 2024

According to our own research 1 , nearly 40% of merchants don’t bother to fight merchandise or service not rendered chargeback claims. A good experience extends to what customers see on their bank statements. If you get too many chargebacks, payment processors and card networks can even put your business on a blacklist.

Disputes

Nanonets

APRIL 29, 2024

This software enables finance professionals to compare and match transactions and balances recorded in the general ledger with external sources such as bank statements, vendor invoices, and other financial documents.

Reconciliation

EBizCharge

NOVEMBER 12, 2024

These applications typically involve merchants submitting financial and bank statements, business licenses, and other relevant documentation. Bank statements: Last month’s statements to verify business cash flow. Financial statements: Recent financial records to assess financial stability.

Online and Mobile Banking

Nanonets

SEPTEMBER 23, 2023

With  small business accounting software , businesses can easily manage income and expenses, create invoices, track payments, reconcile bank statements, and generate accurate financial reports. Your accounting software should seamlessly integrate with other business tools you use, such as CRM or inventory management systems.

Small Business

Nanonets

MARCH 30, 2023

According to Straits Research , the worldwide market for Intelligent Document Processing (IDP) was valued at USD 1,035.81 Improved Accuracy A 2008 research paper analyzed the occurrence of human errors in data processing. This can help to automate the process of research and also to reduce the risk of errors and inaccuracies.

Process

FICO

JANUARY 9, 2019

Horia Tipi noted a breakthrough for operations researchers and data scientists worldwide: Last week we announced that FICO Xpress Mosel, the leading optimization modeling, analytic orchestration, and programming language is now open and available to everyone free of charge. Each transaction is tagged as either fraud or non-fraud.

Posting

FICO

JANUARY 18, 2023

A typical risk-based segmentation approach separates out non-standard accounts like employees, and the bulk of the standard accounts are segmented to allow for tailor treatments). This allows you to keep these workflows in existing case management systems, like legacy collection systems or CRM solutions. Professionalize Data Research.

Posting

CB Insights

AUGUST 14, 2018

Way back before most enterprise software solutions were cloud-based, Salesforce was offering a new and different kind of CRM product. JPMorgan CEO Jamie Dimon opined plainly in late 2015 that bitcoin would not survive: “This is my personal opinion, there will be no real, non-controlled currency in the world,” said Dimon.

Bitcoin

CB Insights

SEPTEMBER 27, 2017

Way back before most enterprise software solutions were cloud-based, Salesforce was offering a new and different kind of CRM product. JPMorgan CEO Jamie Dimon opined plainly in late 2015 that bitcoin will not survive: “This is my personal opinion, there will be no real, non-controlled currency in the world,” said Dimon.

Bitcoin

M2P Fintech

FEBRUARY 25, 2025

Benefits of Loan Management System (LMS) As per Allied Market Research, the global loan management software market is projected to hit $30 billion by 2031, underscoring the growing need for adopting a future-ready lending solution. M2Ps BNPL loans offer a fully scalable, compliant, and flexible platform for banks, fintechs, and NBFCs.

Payment APIs and Integration

Nanonets

FEBRUARY 28, 2024

02/04/24 Bank Loan - ABC Bank, Loan #987654 104 5000.00 The general ledger, however, is where these transactions are summarized into non-descriptive structured accounts, facilitating the process of financial statement preparation. Bank Reconciliation : Tools to match bank transactions with GL entries.

Automation

Nanonets

APRIL 16, 2023

Verify bank accounts Automate approvals Instant vendor notifications Check against blacklists OCR and Machine Learning AI & OCR Technology in AP Automation At the start of the invoice management cycle, documents must be scanned so the data can be captured and entered into the system.

Automation

CB Insights

APRIL 7, 2018

Testing and iterating is the essence of research and development. While R&D scientists may seem non-essential to the manufacturing process, they are increasingly critical for delivering the latest and greatest technology, especially in high-tech manufacturing. Will this design look right? Does this compound fit our needs?

Technology

Nanonets

JANUARY 17, 2024

InnovateX noted a cultural shift with employees became more mindful of their spending, leading to a reduction in non-essential expenses, like excessive business lunches. In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key.

Payment APIs and Integration

Nanonets

JULY 12, 2024

Applications and Surveys : HR departments and market researchers can quickly capture personal information, preferences, and responses to questions. Financial Statements : Banks and financial institutions can extract account numbers, transaction details, and balances, enhancing their analysis and reporting capabilities.

Process

CB Insights

OCTOBER 31, 2019

Today, the bots are still being used across industries like fintech, healthcare, sales and CRM, retail, and even law — and they’re having important, though quiet, effects. Commercial Banking: How JP Morgan’s chatbot saves the company 360,000 hours a year. Sales & CRM: Qualifying leads & answering questions.

Bots

Finovate

MARCH 5, 2025

This year at FinovateEurope , we held five separate tracks covering AI, payments, lending, customer experience, and banking, risk, and regulation. Ultimately, Akcok noted, this shift moves banks from product providers to intelligent financial assistants, delivering insights and solutions based on life events and real-time business needs.

Risk