Finextra

MAY 29, 2024

In a strategic move to transform the customer experience and automate internal operations, Crédit Agricole Next Bank launched its new lead management platform and CRM in March 2024.

CRM 52

CRM Automation 52

Fintech Review

FEBRUARY 19, 2025

London, United Kingdom, February 19th, 2025, FinanceWire Level2 and Broctagon Partner to Bring No-Code Automated Trading to Brokers Using AXIS CRM This innovative collaboration aims to simplify the strategy creation process for brokers and all their traders currently using Broctagons AXIS CRM platform.

CRM 52

CRM Automation Innovation On-Demand 52

Finovate

JUNE 6, 2024

Crédit Agricole Next Bank has launched a new lead management platform and CRM courtesy of a partnership with InvestGlass. Courtesy of a partnership with sales and compliance automation solution provider InvestGlass , Crédit Agricole Next Bank has launched its new lead management platform and CRM. CRM option.

CRM 52

CRM Non-Bank Automation Compliance 52

Clearly Payments

JANUARY 14, 2025

Technology Integration Many businesses use multiple systems like eCommerce platforms, accounting software, and CRM tools to run their operations. Check Integrations If you rely on certain eCommerce platforms, accounting software, or CRM tools, make sure the payment processor you choose can connect to them easily.

Online and Mobile Banking 105

Online and Mobile Banking Processors Payments Debit Card 105

Fintech Finance

JANUARY 21, 2025

.” Empowering Businesses with a Marketplace for Growth A standout feature of SOTpay Connect is its cutting-edge marketplace , enabling partners to seamlessly integrate their apps, CRM, and booking system technologies.

Technology 98

Technology Security Gateways Payment Gateways 98

Fintech Finance

JANUARY 23, 2025

In making our selection, we were seeking a trusted partner that could help us drive customer experiences, loyalty, repeat purchases and overall sales, said Paul Lazorisak , Senior Vice President, Performance Marketing, CRM & Loyalty, KnitWell Group.

Visa 90

Visa CRM Credit Cards Finance 90

EBizCharge

APRIL 22, 2025

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce?

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

Payments Source

SEPTEMBER 22, 2020

To take on these other forms of contactless payment, the POS must offer the same functionality as stationary cash registers, including card payments, digital receipts, coupon redemption, mobile payment and CRM integration, says GK Software USA's Todd Barstow.

Contactless Payments 118

Contactless Payments CRM Consumer Payments 118

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. Their cloud-based solution allows you to automate the collection of information from all spreadsheets, platforms, and departments with fast and easy implementation - no IT department required.

CRM 240

CRM Finance Database Automation 240

Finovate

DECEMBER 3, 2024

will use UpSwot’s Financial Data Gateway , which integrates data from accounting, payroll, and CRM tools, enabling financial institutions to gain actionable insights and offer tailored recommendations to their commercial clients. Enterprise AI platform Uptiq.AI

Acquirers 59

Acquirers Gateways CRM AI 59

PYMNTS

SEPTEMBER 13, 2020

Lloyds will now integrate its asset finance application programming interface (API) into the FinTech software company's asset finance customer relationship management (CRM) platform, which will give brokers using the CRM the option to submit finance proposals directly to the bank with a new level of speed, the report stated.

CRM 117

CRM API Finance Automation 117

The Fintech Times

NOVEMBER 2, 2024

These include prominent enterprise resource planning (ERP) and customer relationship management (CRM) systems for retailers, market-leading travel booking and reservations software, and other industry-specific solutions.

Acquirers 59

Acquirers Value Added Service CRM Agreements 59

The Fintech Times

NOVEMBER 18, 2024

Enabling ‘hyper-personalised experiences’ Inefficiencies such as costly upgrades to the latest security and industry standards like PCI DSS, and being unable to integrate with other merchant systems like stock inventory and customer relationship management (CRM) platforms, are also threatening to eat into already-thin profit margins.

PCI DSS 59

PCI DSS Payment APIs and Integration Point-of-Sale (POS) CRM 59

PayJunction

AUGUST 27, 2024

These incidents disrupted operations for approximately 15,000 car dealerships that rely on the solution for various operations, including sales, customer relationship management (CRM), back office administration, billing, financing, inventory management, service, and support.

Payment Security 98

Payment Security CRM Security Payments 98

Nanonets

NOVEMBER 14, 2023

Imagine having a top-tier Sales CRM software that acts like a digital maestro, orchestrating every step of your sales process with precision and ease. So buckle up as we journey through a curated selection of management CRM software designed to sharpen your competitive edge. That's what we're diving into today.

CRM 98

CRM Automation AI Database 98

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

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

JANUARY 5, 2025

With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. This finance AI chatbot integrates seamlessly with Excel, allowing users to work with familiar tools while harnessing cutting-edge AI capabilities. Automated dashboards and custom reports.

AI 130

AI Finance Automation Non-Bank 130

EBizCharge

MARCH 27, 2025

This platform is also known for its robust suite of payment integrations into over 100 top accounting, ERP, CRM, and eCommerce platforms. EBizCharge is based in Irvine, California, and has been in business for over 20 years.

CRM 59

CRM Payment Gateways Gateways Electronic Payment Processing 59

Finextra

APRIL 8, 2025

The mortgage industry has never been more complex and competitive, with pressure from budget online.

CRM 52

CRM Embedded Payments Payments 52

Finextra

MARCH 13, 2025

AI models give fintech startups a competitive advantage. Automation increases efficiency in financia.

CRM 52

CRM AI Automation FinTech 52

Finextra

MAY 15, 2024

Financial Cloud, a leading provider of financial software solutions for the financial services industry, today announced its partnership with Tandem, the U.K’s greener digital bank.

CRM 52

CRM 52

Fintech Review

APRIL 2, 2025

It is an all-in-one CRM and back office for brokers, exchanges, and financial institutions providing onboarding tools, KYC, multi-currency wallets, risk management, and access to the leading trading platforms. About B2CORE B2CORE is the flagship SaaS product by B2BROKER.

Multi-Currency 52

Multi-Currency CRM Risk Management On-Demand 52

Finovate

APRIL 22, 2025

Features Automates operations workflows with AI agents Embeds AI fields and tables into existing systems Consolidates account views across CRM, data warehouse, billing, and customer support systems Who’s it for? Fintechs and B2B software companies (mid-market to enterprise).

Credit Union 52

Credit Union Cross-Border Payments Deepfake Disputes 52

Finovate

JANUARY 28, 2025

Features Generates AI-driven customer insights for personalised CRM Delivers plug-and-play financial education for easy integration Offers scalable white-label solutions for seamless branding Who’s it for? Banks, credit unions, fintechs, lenders, and credit builders.

Credit Union 52

Credit Union Online and Mobile Banking Fraud Detection AI 52

Nanonets

DECEMBER 1, 2023

AI has become cornerstone in sales with automated lead scoring, personalization at scale, real-time decision support and integrations with CRM systems. CRM integration:  And finally, once the deal is approved, it gets added to the CRM with a single click for further tracking. But does it work?

AI 98

AI CRM Authorization Automation 98

NFCW

DECEMBER 6, 2023

This new communication channel allows Bastille to create a stronger connection with their customers and reinforce their loyalty with an enriched CRM experience.” “In return, Bastille will benefit from interaction and engagement insights that help them to better understand their customers and identify trends.

Fraud Prevention 120

Fraud Prevention CRM Authentication Origination 120

EBizCharge

MARCH 27, 2025

This platform is also known for its robust suite of payment integrations into over 100 top accounting, ERP, CRM, and eCommerce platforms. EBizCharge has been in business for over 20 years and prides itself on its company culture that encourages growth, accountability, teamwork, a customer-centric approach, and being pioneers in its industry.

CRM 52

CRM Payment Gateways Gateways Electronic Payment Processing 52

Open Banking Excellence

AUGUST 23, 2023

Then, in 2016 we introduced Einstein, which was the first comprehensive AI for customer relationship management (CRM). Find out more about Salesforce EinsteinGPT, the World’s First Generative AI for CRM. Salesforce started out in 2014 when we launched the Office of Ethical and Humane Use of Technology.

AI 130

AI Risk Online and Mobile Banking CRM 130

Finextra

FEBRUARY 5, 2025

Financial Cloud, a leading provider of enterprise software solutions, has partnered with global bank payment company GoCardless to improve payments for financial service providers in the UK.

CRM 52

CRM Instant Payments Payments Service Provider 52

Clearly Payments

MARCH 13, 2025

Customer Relationship Management (CRM) Businesses can store customer information, track purchase history, and create personalized promotions. Advanced Reporting & Analytics Detailed sales reports help business owners track performance, identify trends, and make informed decisions.

Retail Payments 52

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

PYMNTS

DECEMBER 18, 2020

“With COVID-19 vaccines becoming available, companies and communities around the world are focused on how to safely reopen and get back to public life,” said Bill Patterson , EVP and GM, CRM Applications at Salesforce. .

Best Practices 115

Best Practices CRM Privacy Credential 115

Fintech News

MAY 19, 2024

Together with the Mastercard team, we’re reimagining the entire transaction dispute process, bringing together the power of Salesforce’s CRM, data, and AI with Mastercard’s dispute resolution, to deliver an end-to-end solution that will benefit both our joint customers.”

Disputes 107

Disputes Visa Transactions CRM 107

Fintech Finance

OCTOBER 31, 2024

The collaboration with Visa Acceptance Solutions expands emerchantpay’s global acquiring capabilities and extends its reach, while providing access to integrations with established technology and infrastructure providers—all through a single connection.

Acquirers 98

Acquirers Technology Value Added Service CRM 98

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

Finextra

APRIL 17, 2025

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management.

AI 52

AI CRM Privacy Innovation 52