EBizCharge

JANUARY 16, 2025

Fraud detection and risk assessment: MCCs assist fraud detection and risk assessment operations by flagging suspicious transactions. Tax reporting and compliance: MCCs aid in tax reporting and compliance with regulatory bodies like Payment Card Industry Data Security Standards (PCI DSS) and Anti-Money Laundering (AML).

Credit Cards 52

Credit Cards Processors PCI DSS Fraud Detection 52

Clearly Payments

DECEMBER 2, 2024

Assess Customer Preferences Understanding how your customers prefer to pay can help you choose the right solution. Security Features Fraud and chargebacks are significant concerns for businesses accepting credit cards. In-Person Transactions: For retail or service businesses, offering contactless payments is increasingly important.

Credit Cards 105

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

Stax

FEBRUARY 19, 2025

Bonus Tip: Look for integrated payment solutions that are easily able to integrate with your related systems like your accounting software, point of sale system (POS system), CRM system, and other software. This can leave businesses stuck with subpar support, which may negatively impact customer satisfaction and retention.

Payments 88

Payments PCI DSS Compliance Risk 88

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? Carefully assess how each potential POS system youre interested in handles these features.

Point-of-Sale (POS) 88

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

EBizCharge

MAY 20, 2024

The NetSuite platform provides a suite of tools for accounting, inventory management, supply chain operations, and customer relationship management (CRM), promoting scalability and allowing for the integration of various functions into a single, unified system. Saved cards can facilitate smoother, faster payments and improve customer loyalty.

Process 52

Process PCI DSS Processors Payment APIs and Integration 52

M2P Fintech

DECEMBER 14, 2024

From pre-qualification and loan origination to credit assessment and handover to a Loan Management System (LMS), an LOS optimizes the lending value chain. Heres a comprehensive overview of the loan origination process: By consolidating data from various sources, LOS provides lenders with a unified, comprehensive view of their operations.

Origination 52

Origination Payment APIs and Integration Assessments Compliance 52

Stax

FEBRUARY 15, 2024

Regulatory compliance and security standards – ISVs and PayFacs prioritize compliance and security in their respective roles. ISVs ensure software solutions meet standards like PCI DSS (Payment Card Industry Data Security Standard). Salesforce’s CRM is ubiquitous and as of 2023, it has a 23.8%

ISVS 88

ISVS Facilitators ISOs Payment APIs and Integration 88

Nanonets

DECEMBER 11, 2023

Predictive scoring can - use AI on the data around your existing customers and your accepted & rejected leads, to give a lead score. 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.

CRM 52

CRM Automation AI Authorization 52

EBizCharge

SEPTEMBER 6, 2024

Integrated accounting systems typically interact with other business modules like customer relationship management (CRM), inventory management, and enterprise resource planning (ERP), ensuring that financial transactions are automatically reflected across all relevant business areas.

Accounts 52

Accounts CRM Automation Audit 52

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

Stax

DECEMBER 27, 2023

Setting up a merchant account involves choosing the right merchant account provider for your needs, identifying your type of business, submitting an application, and undergoing an underwriting process to assess risk. Request Quote What Is a Merchant Account? Meanwhile, the payment processor facilitates the final transfer of funds.

Accounts 88

Accounts Online and Mobile Banking Payment Gateways PCI DSS 88

Stax

APRIL 18, 2024

How to implement mobile credit card processing Implementing mobile credit card processing involves several key steps, from selecting the right hardware and software to ensuring security and compliance. Overall, it’s a fairly straightforward process that any merchant should be able to accomplish.

Credit Cards 88

Credit Cards Process Online and Mobile Banking Mobile Payments 88

Nanonets

AUGUST 1, 2023

A comprehensive survey conducted by Ernst & Young LLP assessed the progress of 16 banking and wealth management firms, comparing the findings to a similar study conducted in 2014. The cloud-based approach also eliminates the need for manual backups and software updates, ensuring data and applications are always up-to-date and secure.

Audit 40

Audit Automation Risk Assessment Assessments 40

EBizCharge

APRIL 26, 2024

Conduct credit risk assessments: Credit risk assessments involve analyzing factors such as the client’s financial stability, payment history, and credit score. These regulations include the Payment Card Industry Data Security Standard (PCI DSS) and the Generally Accepted Accounting Principles (GAAP).

Accounts 52

Accounts Best Practices Disputes Procedures 52

Nanonets

DECEMBER 12, 2023

BANT, an acronym for Budget, Authority, Need, and Timeline, is a structured approach that assesses leads based on these critical dimensions. Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently.

CRM 52

CRM Automation Authorization AI 52

EBizCharge

JUNE 6, 2024

Microsoft Dynamics 365 is an adaptable ERP system and customer relationship management (CRM) platform that combines a range of capabilities under one roof. By running multiple test transactions, businesses can examine real-time data updates, assess the user experience, and ensure customer card data is handled securely.

Credit Cards 52

Credit Cards Process Payment Gateways Gateways 52

Nanonets

DECEMBER 12, 2023

BANT, an acronym for Budget, Authority, Need, and Timeline, is a structured approach that assesses leads based on these critical dimensions. Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently.

Automation 52

Automation CRM AI Authorization 52

Nanonets

NOVEMBER 14, 2023

Businesses must conduct thorough research, assessing their unique requirements against the features offered by various tools.    Here is a list of the top 10 document capture tools available in the market: Nanonets: Features: Utilizes OCR and deep learning for data extraction from various documents, such as invoices and receipts.

Automation 52

Automation Facilitators Audit 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

FloQast

JANUARY 22, 2024

Financial statement analysis is where you find crucial insights regarding key financial markers, assess trends, and compare company metrics with industry averages. Automation Improves Data Security Companies must often keep financial records for multiple years, depending on whether they are private or public.

Automation 52

Automation Reconciliation Audit Accounts 52

EBizCharge

MAY 14, 2024

Regulatory compliance Automated billing systems are designed with built-in features and functionalities that ensure compliance with relevant laws, regulations, and industry standards governing billing practices, such as data privacy regulations, tax laws, and consumer protection statutes. The variety of payment terms you offer.

Automation 52

Automation Payment APIs and Integration Best Practices Online and Mobile Banking 52

Nanonets

JANUARY 17, 2024

It supports a wide range of integrations, from CRM tools to marketing software. Pros and Cons: Assessing Workato’s Fit Pros of Workato: Tailored for enterprise-grade operations with a focus on security and scalability. The platform caters to a range of categories, including marketing, CRM, eCommerce, and payments.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM API 52

Nanonets

DECEMBER 4, 2023

Analyze Time-consuming manual data review. Automates data analysis with custom business rules. Push Manual input into ERP or CRM systems. Auto-formats and pushes data into systems. Speeds up data integration and reduces entry errors. Educate staff on data security best practices in the context of automated systems.

Automation 52

Automation Process Payment APIs and Integration Returns 52

Nanonets

JANUARY 16, 2024

Cloud platforms generally offer superior accessibility, reliability, and data security, making them a more advantageous choice for workflow automation. Advanced Reporting and Analytics: Access to comprehensive data reports and process analytics is crucial. Robust Data Security: Data protection is paramount.

Automation 52

Automation Payment APIs and Integration Process CRM 52

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

FEBRUARY 28, 2024

The general ledger consolidates data from various journals into relevant accounts, making it easier to prepare financial statements and assess the financial health of a business. The ledger's purpose is to aggregate this information, making it easier to analyze and interpret financial data at scale.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 52

Nanonets

SEPTEMBER 21, 2023

When considering different ERP software options, it's essential to assess the scalability of the solution. Your business may experience growth in the future, so the ERP system should be able to accommodate increasing data volume and user load. Another crucial factor to consider is ease of use.

Small Business 40

Small Business Automation Risk Process 40

EBizCharge

FEBRUARY 17, 2025

Additionally, most AR solutions for NetSuite offer full compliance with Payment Card Industry (PCI) standards to enhance data security, protect sensitive payment information, and reduce fraud risks. Effectively communicating credit policies to customers can foster more brand trust and long-term customer retention.

ACH 59

ACH Credit Cards Transactions Accounts 59

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 an ideal choice for businesses that require: High accuracy for complex documents : Excels in extracting line items and handling complex tabular data.

Automation 52

Automation Volume AI API 52