Payments Source

JUNE 20, 2018

CRM solutions have proved useful in providing a technological infrastructure for gathering data on a customer, but they are just that—an infrastructure. The larger difficulty is often managing the content and messaging that goes through the CRM pipeline, according to Patrick Kehoe, executive vice president of Messagepoint.

CRM 68

CRM Technology ISOs Digital Payments 68

The Paypers

JUNE 3, 2022

Sherpa CRM has partnered with freemium platform Nordigen to enable clients to connect their bank accounts directly to their online tool.

CRM 37

CRM Accounts 37

Nanonets

MAY 30, 2024

For decades, Salesforce has been a leading customer relationship management (CRM) tool. As a CRM tool primarily, Salesforce does not provide that support.  It helps businesses track every step of their sales process, identifies customer insights and trends, and helps decision-makers use data when building sales strategies.

CRM 40

CRM Accounts Payment APIs and Integration Audit 40

The Paypers

JULY 21, 2021

Australia-based software development company Timestar has partnered with Heritage Bank to pioneer a significant upgrade of its Prosper CRM software.

CRM 46

CRM 46

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 Finance 98

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

CB Insights

SEPTEMBER 30, 2021

The post Gem, A CRM For Recruiting, Raises $100M At A Unicorn Valuation appeared first on CB Insights Research. Gem has reportedly doubled its headcount to more than 150 full-time employees in 2021. Want the full post? Become a CB Insights customer. If you’re already a customer, log in here.

CRM 59

CRM Participant Research Posting 59

PYMNTS

SEPTEMBER 14, 2016

12) it has inked a partnership with Lime Light CRM , a provider of campaign management solutions. With this new partnership, Alternative Payments’ payment services are now fully integrated into Lime Light CRM’s business offerings. While many consumers in the U.S.

CRM 62

CRM Alternative Payment Methods Credit Cards Payments 62

CB Insights

NOVEMBER 8, 2021

San Francisco-based Lever operates a talent acquisition platform, LeverTRM, that brings together applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one location. HOW’S THE COMPANY PERFORMING? LeverTRM also supports Diversity, Equity, and Inclusion (DEI) efforts in organizational hiring.

CRM 57

CRM Addressing Research Posting 57

The Paypers

JULY 22, 2021

InvestCloud has partnered BNP Paribas to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for high-net-worth (HNWI) clients.

CRM 39

CRM 39

PYMNTS

MARCH 1, 2017

This week, Zoho launched its new AI CRM sales tool, Zia. The Zoho CRM tool uses artificial intelligence to enhance the sales experience. It recently launched another CRM tool that is meant for developing and implementing business processes, called Blueprint. But does the CRM work in return to make it easy for salespeople?

CRM 50

CRM AI Automation Returns 50

PYMNTS

MAY 29, 2019

Pico will help companies put in paywalls and checkouts and will also provide analytics, functioning as a CRM of sorts for media companies. We see it as obviously a subcategory of CRM, but it is distinct,” Chen said. What we see emerging is this product category of ‘audience relationship management.’

CRM 43

CRM Participant Product Consumer 43

Payments Source

MARCH 2, 2016

Of all the initials small to mid-sized merchants hear during the digital payments migration—"EMV," NFC," "mPOS"—an older abbreviation may finally pry open the door to widespread payments automation: CRM.

CRM 69

CRM EMV Mobile Payments Payments 69

The Paypers

JULY 25, 2019

(The Paypers) PayU has announced the integration of online payment services with Zoho CRM , a US-based customer relationship management (CRM) software provider.

CRM 28

CRM Payments 28

Tom Groenfeldt

OCTOBER 4, 2018

For complex customer relationship management (CRM) Thomson Reuters Financial and Risk, now known as Refinitiv, has partnered with Squirro to make better use of the multiple CRM systems that wealth managers and commercial bankers often have to rely on.

CRM 40

CRM Risk 40

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

PYMNTS

NOVEMBER 30, 2016

Helpshift Leads The CRM Industry Toward A Post-PC Era. Helpshift is here to lead the way for the CRM industry in the post-PC era,” said cofounder and CEO Abinash Tripathy. He has over 20 years of experience in enterprise tech and CRM industries.

CRM 40

CRM Posting Origination Process 40

Finextra

JULY 18, 2024

Meridien, a US holding company which specialises in the global payment, CRM and banking industry, is to acquire a 27% stake in London fintech firm DKK Partners as it prepares to list on the New York Stock Exchange.

Acquirers 59

Acquirers CRM Global Payments FinTech 59

Finextra

MARCH 14, 2024

Danish RegTech firm, Muinmos and Cyprus-based FX CRM provider FX Back Office (FXBO) have formed a partnership to provide a streamlined onboarding, KYC and CRM solution for FX brokers worldwide.

CRM 52

CRM 52

Agile Payments

APRIL 25, 2022

(..)

CRM 117

CRM Product Accounts 117

EBizCharge

AUGUST 19, 2024

Salesforce is a cloud-based software company that provides a customer relationship management (CRM) platform that enables businesses to manage and analyze customer interactions and data throughout the customer lifecycle, aiming to improve customer service, drive sales, and enhance profitability. What is Salesforce?

Accounts 52

Accounts CRM Automation Process 52

Finextra

MAY 16, 2024

As consumers seek easier and safer shopping experiences, Mastercard (NYSE: MA) and Salesforce (NYSE: CRM) today announced a new integration to enhance trust across the ecosystem, helping customers speed up the resolution of transaction disputes, and reduce costs associated with resolving them.

Disputes 59

Disputes Visa Transactions CRM 59

The Paypers

MARCH 12, 2020

Limelight CRM, a platform provider for ecommerce order management and recurring billing, has rebranded to sticky.io.

CRM 28

CRM 28

PYMNTS

APRIL 14, 2016

A day after the eCommerce platform announced its integration with Facebook Messenger (as part of which it will be building bots), Shopify released the news yesterday (April 13) that it has agreed to acquire Kit CRM, a virtual marketing assistant that leverages messaging to help businesses market their online stores.

CRM 40

CRM Acquirers Bots Gateways 40

The Paypers

JANUARY 19, 2024

Fortis , a payment solutions provider, has announced its entry into the UAE market with an integrated POS and Customer Relationship Management system.

CRM 36

CRM Payment Solutions Payments 36

Payments Source

JUNE 4, 2019

Pursuing collection payments can often be delicate, but there is emerging technology that can take the sting out of that, according to Fico's Tim VanTassel, a vice president at FICO.

CRM 80

CRM Payments Technology Risk 80

Finextra

MARCH 25, 2024

Söderberg & Partners has announced that it has selected specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack.

CRM 52

CRM Technology 52

The Fintech Times

JULY 24, 2024

Online payment processing solution provider GoCardless has announced a partnership with One Mortgage System (OMS), a CRM platform for brokers, to simplify and accelerate the payment process for its user base. In addition, they can sidestep expensive card fees by collecting instant, one-off payments through open banking.

CRM 59

CRM Payer Payments Online Payment Processing 59

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

Axway

MAY 2, 2022

In a previous blog post , we described how to use Integration Builder to create an Amplify Central custom API Subscription approval flow that checks to see if the subscriber exists in Salesforce, based on email the subscriber’s email address.

API 59

API Checks CRM Addressing 59

BlueSnap

JANUARY 30, 2024

NetSuite – possibly the most well-known ERP & CRM solution in business – provides your company with numerous solutions to assist in day-to-day operations. It supports planning, accounting, eCommerce and more.

CRM 52

CRM Posting Accounts 52

CB Insights

JUNE 19, 2019

The post Client Note: Facebook’s New Cryptocurrency, AI For CRM, Chewy Goes Public, Digital Health Co Raises, And More appeared first on CB Insights Research. Facebook has also created a subsidiary called Calibra, which will offer digital wallets to use Libras and could go live in early 2020. Want the full post?

CRM 34

CRM Cryptocurrency AI Visa 34

Axway

MAY 2, 2022

In a previous blog post , we described how to use Integration Builder to create an Amplify Central custom API Subscription approval flow that checks to see if the subscriber exists in Salesforce, based on the subscriber’s email address. If …

API 52

API Checks CRM Addressing 52

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

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

CB Insights

MARCH 27, 2019

The post Client Note: Luxury Goods On The Blockchain, Apple’s New Credit Card, A New CRM Unicorn, Google Fines, And More appeared first on CB Insights Research. .” Want the full post? Become a CB Insights customer. If you’re already a customer, login here.

CRM 29

CRM Credit Cards Blockchain Research 29

Axway

APRIL 1, 2021

In prior posts, we were introduced to API subscriptions in the Amplify Central Unified Catalog and we learned about the basics of how Amplify Central supports custom API subscription approval flows. Finally, we put it all together in a very …

Use Case 52

Use Case API CRM Gateways 52