CRM Due Diligence Financial Analysis 
Finovate
AUGUST 8, 2024
Features Offers AI-assisted document import, financial analysis, and document generation Includes extensive configuration capability to support each FI’s workflows Eliminates the need for an expensive third-party CRM Who’s it for?
Nanonets
APRIL 29, 2024
Human errors are not uncommon, and the time spent rectifying these mistakes could be better utilized for strategic financial analysis and decision-making. In addition to the factors mentioned above, it's crucial to conduct due diligence and thorough research into various software options.
Nanonets
APRIL 30, 2024
While APIs do allow some level of interoperability, the extracted data often needs to be converted into a suitable format that might often require manual intervention - e.g. preparing a CSV file to import CRM data into Salesforce. This could include populating CRM systems, accounting software, or business intelligence tools.
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