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

Nanonets

JUNE 28, 2023

It is best known for its Customer Relationship Management (CRM) solution that empowers businesses to manage all interactions with clients more effectively and efficiently. The CRM platform is highly customizable and allows users to automate sales, marketing, customer service, analytics, and application development.

CRM 52

CRM Automation Process Fed 52

Nanonets

APRIL 15, 2024

Detects errors, omissions, and irregularities : By comparing each transaction in the bank statement with the corresponding entry in the company's records, bank reconciliation can catch discrepancies, errors, and omissions that may have occurred during the recording or transmission of financial data.

Reconciliation 52

Reconciliation Adjustments Checks Correspondent 52

Nanonets

NOVEMBER 16, 2023

This shift is pivotal for businesses looking to scale, as it directly impacts areas like operational efficiency, financial accuracy, vendor relationships, regulatory compliance, and strategic decision-making. They can automatically match invoices to corresponding purchase orders and flag any discrepancies for review.

Automation 52

Automation Process Accounts Checks 52

Nanonets

SEPTEMBER 5, 2023

Compliance and Security: The platform offers compliance features and adheres to robust security standards, ensuring data privacy and regulatory compliance. Mobile Accessibility: Kissflow is accessible on mobile devices, allowing users to manage workflows and stay connected, even when they're on the go. Try Nanonets.

Automation 52

Automation Process CRM Compliance 52

Nanonets

FEBRUARY 28, 2024

GL Coding General Ledger Codes, or GL Codes, are unique alphanumeric strings that classify and record financial transactions within a company’s general ledger into corresponding GL account. Each GL account is associated with corresponding GL code. Regulatory Compliance : Features to ensure compliance with financial regulations.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 52

Nanonets

JANUARY 16, 2024

Seamless Integration with Other Systems: Ensure that the software can effortlessly integrate with other critical business systems such as ERP and CRM, ideally through established API tools like Zapier. Seamless Integrations: With its open API, Integrify offers effortless connectivity to ERP, CRM, and HRIS systems. Try Nanonets.

Automation 52

Automation Payment APIs and Integration Process CRM 52