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

Nanonets

OCTOBER 18, 2023

Automate your sales processes and unlock the full potential of your CRM with Nanonets integrated Pipedrive Workflow Automation. That's where Pipedrive Workflow Automation, integrated with Nanonets AI, steps in to revolutionize your CRM experience. And that's where workflow automation comes into play.

CRM 52

CRM Automation AI Use Case 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

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

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

Fraud.net

OCTOBER 27, 2023

The post Preparing for the Fraud Liability Shift: A Guide to the Contingent Reimbursement Model (CRM) for Payment Service Providers and Banks appeared first on Fraud.net.

CRM 52

CRM Service Provider Payments Posting 52

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

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

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

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

PYMNTS

OCTOBER 14, 2020

"As a Salesforce consulting partner, they understand the benefits of having ERP and CRM on one platform," he said, according to the release. They have customer relationships with global leaders in manufacturing, distribution, and supply chain management, which is our target.

CRM 92

CRM Consulting Product Risk 92

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

Stax

FEBRUARY 19, 2024

These platforms provide functionalities that a diverse user base benefits from, such as project management, social media, automated workflows, or customer relationship management (CRM). Veeva is a cloud-based CRM and content management solution built specifically for the pharma and life sciences industry.

CRM 88

CRM Regulatory Compliance Compliance On-Demand 88

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 109

Disputes Visa Transactions CRM 109

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 CRM Value Added Service 98

Fintech News

MARCH 13, 2024

Inypay has made significant investments in its technological infrastructure, developing core banking, customer relationship management (CRM), and digital banking platforms in-house. The bank states that this ensures technological independence and fosters partnerships with industry leaders such as AWS and Atlassian.

CRM 102

CRM Underserved Addressing Security 102

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

BlueSnap

SEPTEMBER 10, 2024

Tens of thousands of companies use NetSuite’s ERP & CRM solutions to help manage their business, including BlueSnap. Seeing the technology’s value, we worked closely with NetSuite to build a highly customizable, seamless global payments app, BlueSnap Global Payments for NetSuite.

CRM 62

CRM Payments Global Payments Posting 62

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

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

Fintech Finance

NOVEMBER 14, 2024

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 95

PCI DSS Payment APIs and Integration Point-of-Sale (POS) CRM 95

Fintech Finance

JULY 23, 2024

This will enable intermediary firms to better manage, collect and reconcile their payments to help improve cash flow and streamline a host of financial transactions, all without having to leave the OMS CRM system. In addition, they can sidestep expensive card fees by collecting instant, one-off payments through open banking.

ISVS 98

ISVS Payments CRM Payer 98

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

Nanonets

NOVEMBER 16, 2023

Apollo is known for its robust feature set, including a variety of filters for targeted lead searches and integrations with popular CRM systems. It offers data enrichment from multiple sources, keeping CRM and marketing automation systems accurate and up-to-date.

Automation 52

Automation CRM API Database 52

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

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 86

Fraud Prevention CRM Authentication Origination 86

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

APRIL 8, 2024

Businesses in all industries and size ranges use Odoo ERP software and its CRM, although most of its software user customers are small and mid-sized companies.   CRM, Sales-Related Apps, and Helpdesk Odoo provides a CRM module for tracking leads and customer interactions.   Which Types of Businesses Use Odoo?

CRM 52

CRM Payment APIs and Integration API Automation 52

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 Accounts Posting 52

Finovate

JULY 1, 2024

At FinovateSpring earlier this year, we spoke with multiple experts to better comprehend how the conversation around the customer experience has evolved, to grasp where we are now, and to understand where the concept is headed in the future.

FinTech 72

FinTech Embedded Finance Regulatory Compliance CRM 72

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 52

CRM Payment APIs and Integration Automation Facilitators 52

Fintech Finance

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 52

Disputes Visa Transactions CRM 52

The Fintech Times

DECEMBER 20, 2023

Commercial International Bank (CIB) Egypt has selected IBM artificial intelligence (AI) technology to integrate existing and new services from branches, digital channels, mobile and internet banking, IVR, business processes and CRM.

AI 83

AI CRM End User Governance 83

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

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

Stax

JUNE 18, 2024

Features to look for in subscription software include automated billing, CRM integration, subscription analytics tools, scalability, and 24/7 customer support. Look for integrations with key CRM software like HubSpot and Salesforce to keep customer data in one place and build SMS and email workflows. Customer sign-ups.

Payment APIs and Integration 88

Payment APIs and Integration CRM Automation PCI DSS 88