article thumbnail

B2BROKER Enhances B2CORE with DXtrade Integration in New Partnership with Devexperts

Fintech Review

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.

article thumbnail

The Ultimate Guide to Ecommerce Payment Solutions

Stax

Your sales team would also love it if your payment solution integrates with CRM tools like Hubspot, Zoho, and Salesforce to monitor customer transactions and customize outreach efforts. Global payment support If you have international clients, you want a payment solution that supports multiple currencies and global payment methods.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Quickbooks Integrations for Better Connectivity and Reporting

The Finance Weekly

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.

article thumbnail

Finovate Global Spain: Payments, Mortgagetech, and Leveraging AI for CX in Banking

Finovate

CaixaBank and Salesforce team up to leverage AI to personalize CX in banking A newly signed agreement between Spain’s CaixaBank and Customer Relationship Management (CRM) solution provider Salesforce will help “jointly advance artificial intelligence projects for the digital transformation of banking services.”

AI 59
article thumbnail

7 Best Budgeting Software for Small Businesses

The Finance Weekly

It brings together information from different systems like ERP, CRM, HRIS, and Billing, allowing teams to work together seamlessly. Founded in 2019 by f , inance experts who were frustrated with existing tools, Mosaic simplifies complex financial processes. To learn more and see how it works, visit their website.

article thumbnail

The Complete Guide to Merchant Services for Small Business Owners

Stax

inventory, CRM, and accounting software). Check if your provider offers industry-specific solutions like multi-currency payments, installment plans, recurring billing, and HIPAA compliance (for healthcare). These POS equipment collect payment information at physical locations and transmit them to payment processors.

article thumbnail

The Different Ways a Business Can Accept Credit Cards

Clearly Payments

Look for features like fraud detection , multi-currency support , and a smooth user interface. Global Customers: If you cater to international clients, ensure your system supports multiple currencies and payment methods popular in different regions. Evaluate Transaction Volume Transaction volume affects costs and scalability.