VISTA InfoSec

SEPTEMBER 25, 2024

Integration: Integrating seamlessly with your existing CRM and other business tools is vital. Most businesses already have customer relationship management (CRM) software, workforce management tools, and communication technology systems in place. CCaaS aims to complement these systems, not replace them entirely.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

VISTA InfoSec

OCTOBER 21, 2024

Integration: Integrating seamlessly with your existing CRM and other business tools is vital. Most businesses already have customer relationship management (CRM) software, workforce management tools, and communication technology systems in place. CCaaS aims to complement these systems, not replace them entirely.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

The Finance Weekly

JULY 19, 2022

DataRails' solution wraps around your existing interface and integrates with any preexisting internal systems including your ERP, GL, CRM, and HR data. Specific capabilities include financial planning and analysis, integrated business planning, financial reporting, regulatory compliance reporting, and financial close management.

CRM 240

CRM Finance Database Automation 240

Stax

DECEMBER 12, 2024

Merchant services help small businesses simplify payments, save money with transparent pricing, and secure transactions with fraud protection and PCI compliance. inventory, CRM, and accounting software). They work through a dedicated merchant account. Check its scalability and security capabilities too to support your future growth.

Small Business 88

Small Business Online and Mobile Banking Volume Checks 88

Stax

FEBRUARY 19, 2025

An outsourced integrated payments support team could also assist business software users with their unique issues or questions about security and compliance. Outsourcing payment support can save costs, provide 24/7 assistance, and ensure compliance expertise.

Payments 88

Payments PCI DSS Compliance Risk 88

Stax

MARCH 18, 2025

To choose the right payment processing solution for your business, you need to evaluate your business needs, evaluate security and compliance standards, and evaluate different payment processors based on pricing, features, customer support, and scalability. Talk to sales What is a Payment Processing System?

Process 88

Process Payment APIs and Integration Processors Online and Mobile Banking 88

Neopay

OCTOBER 15, 2024

Training and audits are two pillars of compliance. Making training engaging and meaningful Let’s be honest—sitting through three hours of compliance training can feel overwhelming. But compliance training doesn’t have to be monotonous. However, remediation is an internal process where your compliance team addresses those gaps.

Audit 59

Audit Compliance Assessments Financial Crimes 59

Stax

JANUARY 21, 2025

Ensure the gateway offers PCI DSS compliance, encryption, tokenization, and fraud prevention tools to safeguard transactions. Security and compliance Receiving online payments makes your business an easy target for fraudsters and cybercriminals. Pay attention to statement, cancellation, batch-processing, and PCI compliance fees.

Payment Gateways 88

Payment Gateways Gateways PCI DSS Payment APIs and Integration 88

The Finance Weekly

APRIL 28, 2024

QuickBooks Online works with many apps, like: Payment processing software E-commerce platforms Inventory management systems Customer relationship management (CRM) Project management tools Integrating QuickBooks can be done through APIs (Application Programming Interfaces), custom-built integrations, or middleware.

Payment APIs and Integration 130

Payment APIs and Integration CRM Automation Multi-Currency 130

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). Security and PCI compliance Since payment processing involves handling sensitive financial data, security should be a top priority.

Service Provider 52

Service Provider MSPS Payment Gateways Gateways 52

Stax

FEBRUARY 19, 2025

Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. Expanding into new markets by leveraging ISV solutions that cater to global compliance requirements and multilingual support. Payment gateways for seamless online transactions. How does an ISV integration work?

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

Stax

APRIL 3, 2025

Theyre easy to integrate and set up, with the host taking care of data security measures, including PCI compliance and fraud protection. On top of PCI compliance, you might have to pay extra for SSL (Secure Sockets Layer) certification. Just like self-hosted gateways, merchants using API-based solutions are responsible for security.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Payment Gateways Gateways 88

The Fintech Times

APRIL 10, 2025

Hawk’s customers will benefit from the new investment funding as they continue global expansion into the US, helping to reduce costs, boost compliance, and prevent fraud in real time. Funnel , an AI-infused multifamily CRM, has launched ‘Fenix’, a new standalone AI product for managers and operators.

FinTech 59

FinTech AI Non-Bank Cybersecurity 59

Clearly Payments

MARCH 13, 2025

Security & Compliance With PCI-compliant security features, encryption, and fraud protection, Clover ensures safe transactions for both retailers and customers. Customer Relationship Management (CRM) Businesses can store customer information, track purchase history, and create personalized promotions.

Retail Payments 52

Retail Payments Payments Point-of-Sale (POS) CRM 52

EBizCharge

MARCH 7, 2025

Compliance with industry standards: Compliance with Payment Card Industry Data Security Standards (PCI-DSS) is another significant benefit of integrating a payment gateway into Acumatica. Security and compliance are also crucial factors to consider. User experience matters both for your team and your customers.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Payments 52

Stax

FEBRUARY 19, 2024

Vertical SaaS solutions are tailored for specific industries, addressing niche needs with in-depth customization and compliance with industry standards. These platforms provide functionalities that a diverse user base benefits from, such as project management, social media, automated workflows, or customer relationship management (CRM).

CRM 88

CRM Regulatory Compliance Compliance On-Demand 88

Open Banking Excellence

AUGUST 23, 2023

Then, in 2016 we introduced Einstein, which was the first comprehensive AI for customer relationship management (CRM). In the future, AI models could be trained on regulations such as the Consumer Duty to drive automated compliance programs and audit an organisation well in advance of new rules coming into force.

AI 130

AI Risk Online and Mobile Banking CRM 130

Nanonets

MAY 30, 2024

For decades, Salesforce has been a leading customer relationship management (CRM) tool.   Audit and Compliance Features: In the accounting world, ensuring GAAP compliance and detailed audit features are non-negotiable. As a CRM tool primarily, Salesforce does not provide that support. 

CRM 40

CRM Accounts Payment APIs and Integration Audit 40

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

CB Insights

DECEMBER 11, 2017

MARKETING, SALES, CRM. MARKETING, SALES, CRM. RISK & REGULATORY COMPLIANCE. RISK & REGULATORY COMPLIANCE. MARKETING, SALES, CRM. RISK & REGULATORY COMPLIANCE. RISK & REGULATORY COMPLIANCE. Bessemer Venture Partners, Kleiner Perkins Caufield & Byers, Top Tier Capital Partners.

AI 78

AI Cybersecurity CRM Regulatory Compliance 78

The Fintech Times

FEBRUARY 20, 2024

Sovos , a provider of tax compliance solutions, has unveiled a platform that integrates compliance, tax, and regulatory reporting software into one unified solution. It’s time to transform tax compliance from a business requirement to a force for growth,” said Sovos CEO Kevin Akeroyd.

Compliance 64

Compliance CRM Risk Mitigation 64

Fintech Finance

APRIL 8, 2025

To seize the growing opportunities in digital and virtual services, ACLEDA Bank relied on SmartVista technology to ramp-up own competitive position and support compliance with local regulations and requirements. The rise of digital payments has led to a yearly transaction surge, a trend recognised by ACLEDA Bank.

PCI DSS 90

PCI DSS ATM Debit Card Accreditation 90

Stax

JUNE 18, 2024

Key benefits of subscription management platforms include compliance with accounting standards, accurate revenue recognition, and reliable financial reporting. Features to look for in subscription software include automated billing, CRM integration, subscription analytics tools, scalability, and 24/7 customer support.

Payment APIs and Integration 88

Payment APIs and Integration CRM Automation PCI DSS 88

Finovate

JULY 1, 2024

Regulatory compliance factors, such as new privacy acts, have also caused conversations around the customer experience to mature. These two factors, however, are contributing to a change in how we discuss customer experience in banking and fintech.

FinTech 72

FinTech Embedded Finance Regulatory Compliance CRM 72

EBizCharge

JANUARY 21, 2025

Secure transactions: Virtual terminal providers that offer full Payment Card Industry (PCI) Compliance and built-in security features like encryption, tokenization, off-site data storage, and more can ensure safer payment processing to protect sensitive customer data.

Credit Cards 52

Credit Cards Encryption ACH Process 52

Stax

FEBRUARY 26, 2024

Keeping track of various state and country laws can be tough, so choosing a payment processor that ensures compliance is key to addressing this challenge. Ensuring security and compliance Security is paramount in recurring payments. Implementing and maintaining a recurring payment system also involves technical complexities.

Best Practices 88

Best Practices Payment APIs and Integration Payment Gateways Payments 88

Stax

JANUARY 21, 2025

You should look for various features in the right POS system, including ease of use, integrated payment software, and PCI compliance. PCI compliance Payment security is a must-have feature. What integrations do you need, like CRM or eCommerce integrations? Talk to sales What is a POS system?

Point-of-Sale (POS) 88

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

EBizCharge

JANUARY 16, 2025

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). MCCs enable businesses and regulatory bodies to maintain accurate financial records, streamline tax reporting, and reduce the risk of non-compliance.

Credit Cards 52

Credit Cards Processors PCI DSS Fraud Detection 52

Stax

NOVEMBER 21, 2024

However, other industry best practices apart from PCI compliance are also expected from a quality payment processor and they include: Multifactor authentication: MFA practices help to prevent unauthorized access to sensitive information by adding an extra layer of identity confirmation before the user is allowed to view the relevant data.

Credit Cards 88

Credit Cards Small Business Process Credit Card Payment Processing 88

FICO

JUNE 5, 2017

Here are several important benefits: Discovery through machine learning: Text in email messages, call center logs, CRM applications and collection agent notes is readily understood by people, but it’s meaningless to traditional predictive models.

XML 108

XML Origination Regulatory Compliance CRM 108

M2P Fintech

JANUARY 31, 2024

C ustomer Relationship Management (CRM) Module Whenever a user opens a banking app, the CRM module greets the m by name and provides personalized recommendations. Beyond just storing data , the CRM module enriches and customizes user interactions. The process exemplifies the essence of effective customer relationship management.

Fraud Detection 59

Fraud Detection CRM Regulatory Compliance Compliance 59

EBizCharge

MARCH 27, 2025

With features like financial management for tracking income and expenses, inventory management for monitoring stock levels, and customer relationship management (CRM) for handling customer data and sales leads, Sage ERP provides a centralized software to oversee vital business functions.

Payments 52

Payments PCI DSS Processors Automation 52

M2P Fintech

JANUARY 3, 2024

Regulatory Compliance To stay compliant, banks need to adhere to central bank regulations on transaction security, data security, and privacy, among others. Core banking systems must have integrated compliance features that can adapt to evolving standards and regulations for robust security and fraud detection.

Payment APIs and Integration 59

Payment APIs and Integration CRM Online and Mobile Banking Privacy 59

Stax

JANUARY 28, 2025

Interoperability with your existing software tools and apps: the payment processing platform must be interoperable with your existing software tools, like CRM (Customer Relationship Management), inventory management, POS (Point of Sale), and accounting software.

Payment APIs and Integration 68

Payment APIs and Integration Online and Mobile Banking Payment Gateways Gateways 68

The Fintech Times

JANUARY 30, 2025

ThetaRay, a cognitive AI financial crime compliance company, has joined forces with IDB Bank , a New York-based private and commercial bank. atNorth , a Nordic data center services company, has become a signatory of the United Nations Global Compact, as part of its commitment to business sustainability.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Stax

FEBRUARY 15, 2024

In the ISO model, an ISV partners with a third party that handles merchant account setup, payment processing, risk, and compliance. In the ISO model, an ISV partners with a third party that handles merchant account setup, payment processing, risk, and compliance. Salesforce’s CRM is ubiquitous and as of 2023, it has a 23.8%

ISVS 88

ISVS Facilitators ISOs Payment APIs and Integration 88

Clearly Payments

DECEMBER 2, 2024

Hidden Fees: Look for fees like PCI compliance charges, chargeback fees, or early termination penalties. To minimize risk: Look for PCI Compliance: The Payment Card Industry Data Security Standard (PCI DSS) is mandatory for all businesses that handle cardholder data. Choose a system that can scale with your operations.

Credit Cards 105

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