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. LeverTRM also supports Diversity, Equity, and Inclusion (DEI) efforts in organizational hiring. Want the full post?

CRM 57

CRM Addressing Research Posting 57

Fintech Finance

FEBRUARY 22, 2024

Zilch , the ad-subsidised payments network (ASPN), today announces the launch of a new credit payment product, allowing its customers to spread interest-free repayments for larger purchases over three months. The new ‘Pay over 3 months’ product will provide more flexibility to customers and drive up Zilch’s market-leading wallet share.

Regulations 52

Regulations Product CRM Caps 52

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. What we see emerging is this product category of ‘audience relationship management.’ We see it as obviously a subcategory of CRM, but it is distinct,” Chen said.

CRM 43

CRM Participant Product Consumer 43

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

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

OCTOBER 21, 2020

Social-Commerce-as-a-Service app PowerBuy has rolled out its Multi Product PowerBuy group buying functionality, which is now available via the Shopify app store. Merchants that utilize Shopify Plus and Easyship can harness Easyship’s full product collection. 21) announcement.

Product 56

Product CRM AI Continuity 56

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. To date, Helpshift has raised more than $38.2 million from its investors.

CRM 40

CRM Posting Origination Process 40

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

EBizCharge

AUGUST 20, 2024

EBizCharge and PDI Technologies have teamed up to develop a seamless payment integration that will enable merchants to process payments directly within PDI Enterprise, providing new productivity gains and enhanced data security. PDI Technologies is a global technology leader in the convenience retail and petroleum wholesale ecosystem.

Technology 52

Technology Payment Gateways CRM Gateways 52

Open Banking Excellence

AUGUST 23, 2023

How can businesses unlock the productivity gains of AI whilst mitigating the risk of ‘hallucinations’ and solving challenges around toxicity, privacy, bias, and data governance, asks Paul O’Sullivan, SVP Solution Engineering at Salesforce? When businesses trust AI, they can drive genuine productivity gains.

AI 130

AI Risk Online and Mobile Banking CRM 130

The Fintech Times

JUNE 7, 2024

The upgrade boasts the ability to enhance productivity by as much as 90 per cent and result in significant cost savings. I was blown away when using Luci myself in our own CRM system and directly in Microsoft Outlook to prepare for meetings. “With our new copilot plug-in, that’s not a problem.

Financial Crimes 64

Financial Crimes Crime AI Third Party Vendors 64

M2P Fintech

JANUARY 31, 2024

customer interaction and support, finance, and product development , comprehend the key concepts of CBS and its modules. 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.

Fraud Detection 59

Fraud Detection CRM Regulatory Compliance Compliance 59

Stax

JULY 25, 2024

If your business is in retail, you need a POS system that allows you to track your inventory and know how much of a specific product you have left. – Your POS system needs to support the products and services you sell. Includes data on sales trends, most popular products, busiest times of the day, and best-performing employees.

Small Business 88

Small Business PCI DSS CRM Online and Mobile Banking 88

EBizCharge

JUNE 14, 2024

This award is a testament to the tremendous growth, innovative payment software, customized solutions and services, and robust product enhancements that EBizCharge provides. EBizCharge is honored to receive the Gold Globee® Award for Amercian Business for being a top Financial Technology (Fintech) Solution.

CRM 52

CRM Payment Gateways Gateways Push-to-Card 52

Stax

MAY 30, 2024

TL;DR Understanding your target market is the first step to growing your FSM software business FSM software providers need to invest in product development and innovation to stay up-to-date with industry trends, forecast market needs, and respond with innovative solutions. And it doesn’t have to be all about innovating new products.

Payment APIs and Integration 88

Payment APIs and Integration CRM Product Automation 88

Stax

JUNE 18, 2024

In a subscription business model, customers pay a recurring fee in exchange for a product or service. This could be a subscription box, a SaaS (Software as a Service) product, or even just a streaming platform like Netflix. The best subscription management platforms support multiple billing cycles for different products (i.e.

Payment APIs and Integration 88

Payment APIs and Integration CRM Automation PCI DSS 88

EBizCharge

MAY 3, 2024

This award recognizes exceptional companies and products with outstanding user reviews that put them in the top fifth percentile of highly reviewed products on SourceForge. This is the second time EBizCharge has been honored with a 2024 Leader Award, following its Winter 2024 Leader Award in the B2B Payments Category from SourceForge.

B2B 52

B2B CRM Payment Gateways Payments 52

EBizCharge

JANUARY 12, 2024

This award recognizes exceptional companies and products with outstanding user reviews that put them in the top fifth percentile of highly reviewed products on SourceForge. SourceForge’s mission is to help businesses find the best software to fit their needs and budget.

B2B 59

B2B CRM Payment Gateways Payments 59

EBizCharge

MARCH 14, 2024

The FinTech Breakthrough Awards highlight innovative products, solutions, and companies that go above and beyond to break through the FinTech industry. EBizCharge integrates seamlessly with 100+ accounting, ERP, CRM, and shopping cart systems, including QuickBooks, Sage, SAP B1, Microsoft Dynamics, Epicor, Magento, Zoho, and WooCommerce.

Credit Cards 52

Credit Cards Payment Solutions FinTech CRM 52

M2P Fintech

JANUARY 3, 2024

Cross-functional Capabilities (Accounting, CRM, Risk Management) Cross-functional capabilities go beyond basic account management. It integrates various modules that include accounting, customer relationship management (CRM), and risk management into the core banking system. Why Turing?

Payment APIs and Integration 59

Payment APIs and Integration CRM Online and Mobile Banking Regulatory Compliance 59

Nanonets

JUNE 29, 2023

The user can turn unstructured email data into structured data that is convenient to feed into CRM or ERP software. The best email parsing software help improve productivity for companies that receive and analyze emails daily. And finally the data can be imported into any downstream software such as CRM , ERPs or accounting software.

CRM 52

CRM Automation API Rules 52

Stax

FEBRUARY 26, 2024

TL;DR Recurring payments refer to a financial arrangement where a customer authorizes a business to charge their account at regular intervals for products or services. Recurring payments are a financial arrangement where a customer authorizes a business to charge their account at regular intervals for products or services.

Best Practices 88

Best Practices Payment APIs and Integration Payment Gateways Payments 88

PYMNTS

OCTOBER 14, 2020

On the Salesforce platform, Rootstock works to offer sales order processing, supply chain, production, inventory, logistics and financials, bridging a gap in the world of ERP solutions, the release stated. Nordics, DACH (Austria, Germany and Switzerland), and Middle East areas of the world, according to a press release.

CRM 92

CRM Consulting Product Risk 92

EBizCharge

JUNE 4, 2024

The Globee Awards for Disruptors highlight the accomplishments and influence of disruptive leaders, companies, products, and technologies that are reshaping the future of business and society. These awards honor those who challenge conventional norms, introduce pioneering ideas, and revolutionize traditional practices.

CRM 59

CRM Payment Gateways Gateways Push-to-Card 59

Nanonets

DECEMBER 19, 2023

Introduction In the modern business landscape, Customer Relationship Management (CRM) platforms like Salesforce have become indispensable. Understanding Salesforce Integration As of 2023 , over 1,00,000 companies use Salesforce CRM for managing and automating their business communications.

CRM 52

CRM Best Practices Automation Use Case 52

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. With three lending products ready and two more in the pipeline, Inypay is gearing up for a broader service offering.

CRM 78

CRM Underserved Addressing Security 78

Finovate

AUGUST 8, 2024

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment. By analyzing digital banking offerings, FinTech Insights enables faster UX research, product releases, and innovation. Launch is an all-new offering of their proven dispute management system.

Disputes 52

Disputes Credit Union Scams Due Diligence 52

Finovate

AUGUST 19, 2024

“AI has the ability to dramatically increase financial advisor productivity and effectiveness,” SigFig founder and CEO Mike Sha said. Together, the new functionalities enhance the digital experiences available via the platform and deepen client engagement.

Advisors 59

Advisors AI CRM Automation 59

The Fintech Times

MAY 26, 2024

This expansion aims to enhance its cloud and AI product suite, foster global partnerships, and develop AI talent. Alibaba Cloud , the digital backbone of Alibaba Group , has unveiled plans to launch its first cloud region in Mexico, alongside new data centres in Malaysia, the Philippines, Thailand and South Korea over the next three years.

AI 64

AI CRM On-Demand Participant 64

EBizCharge

JUNE 4, 2024

EBizCharge was named the winner of three People’s Choice Stevie® Awards for Favorite New Products in the FinTech Solution, Payments Solution, and Financial Management Solution categories in The 22nd Annual American Business Awards®. The American Business Awards are the nation’s premier business awards program.

CRM 52

CRM Payment Gateways Payment Solutions Gateways 52

Fintech Labs Insights

SEPTEMBER 16, 2015

BayTree is a developer-friendly, plug-and-play banking/CRM system for existing software to consume and work with the Fern data. Product Launch: August 2015. Product distribution strategy: Direct to Business (B2B), Certified Partners. This post is part of our live coverage of FinovateFall 2015. ART – STAGE.

CRM 25

CRM API B2B Posting 25

EBizCharge

SEPTEMBER 25, 2023

EBizCharge is honored to be the 2023 Finovate Awards winner in the Best Enterprise Payments Solution category, as this is a testament to its powerful payment software, robust suite of customized payment integrations and services, and innovative product enhancements.

Payment Solutions 52

Payment Solutions CRM Payment Gateways Gateways 52

The Paypers

JULY 19, 2017

(The Paypers) Konnektive CRM has completed an API integration of Verifi `s Cardholder Dispute Resolution Network (CDRN) solution to enabling merchants to prevent chargebacks.

API 37

API CRM Disputes Product 37

Nanonets

JULY 5, 2023

CRM Solutions are useful in almost all domains of a business – marketing, sales, customer service, digital commerce and other areas that deal directly with clients.     According to Gartner , in 2020, Salesforce led the worldwide CRM market in the top domains of marketing, sales, and service. from multiple sources.

CRM 52

CRM Database Automation Near Real-Time 52

EBizCharge

MAY 23, 2024

Businesses can embed payments into standard business software, such as Enterprise Resource Planning (ERP) and accounting, eCommerce, Customer Relationship Management (CRM), and transportation systems. CRM Embedded payments can be very beneficial when your business integrates them into CRM software.

Embedded Payments 52

Embedded Payments Payment APIs and Integration ISOs Payments 52

Nanonets

JULY 5, 2023

Many even use it as a basic CRM or ERP to manage business workflows. Take a Product Tour Common Email to Google Sheet Use Cases Here are some of the most common email to Google Sheet workflows that you could automate for your business: Capture email leads Automatically capture vital lead information (contact info, enquiries etc.)

CRM 52

CRM Automation Use Case Database 52

PYMNTS

OCTOBER 1, 2020

Retailers that harness Shopify Plus and Easyship can utilize Easyship’s complete product collection. In July, Kustomer unveiled an arrangement with Shopify that the New York-based company hoped would grow the reach of its customer relationship management (CRM) infrastructure.

CRM 66

CRM Technology Continuity Product 66