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Passing The Middle-Market Automation Exam

PYMNTS

There are also challenges with IT, with some firms of the mindset that they will not have the resources or staff to handle those cards. This may seem to be a simple process on its face, said Krishna, but it proves relatively harder when dealing with middle-market companies. Krishna said.

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ClientWhys Introduces SMB Marketplace

PYMNTS

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

To increase security, Avenu uses cloud-native architecture that integrates a ledger, customer identification, transactional fraud monitoring, BSA and AML monitoring, ACH account identification, report writing and an integrated complaint management system, Dick says. IncredibleBank in Wausau, Wis., billion-asset community bank.

Fintech 136
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service.

Industry 221
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GonzoBanker Awards 2017

Gonzobanker

The Lending Mo’ Repeat Award – Goes to both nCino in commercial and Encompass in mortgage for maintaining strong market momentum in 2017. The Gonzo team hopes this revenue momentum is fed right back into the delivery of new functionality for these systems and support resources to match the sales success. Over 90% of ours use the app.”.

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Finovate Debuts: Race Data Helps Community Banks Turn Customer Data into Market Intelligence

Fintech Labs Insights

“Know Your Customer” is a good axiom when it comes to authentication and security. The Canadian analytics company specializes in providing community banks and credit unions with powerful data management, database and behavioral analytics, marketing automation, and one-to-one communications solutions. Founded in 2013.

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Q2 Acquires Gro Solutions: So What?

Gonzobanker

Security: Sentinel (fka Risk and Fraud Analytics, RFA) and Patrol, both designed to monitor and challenge behavior and events determined to be outside normal user behavior. Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers.

Fraud 124