FINTECH
BUSINESS
AUTOMATION

Integrate applicant data into your CRM

Having a single database from which you can access all of the customer data your business needs can be incredibly beneficial to the successful operation of your finance company. While it is possible to achieve these kinds of results manually, full CRM integration with your data sources can boost the efficiency of your operations, saving both time and money.

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Our CRM integration service guarantees to offer you a central point of accurate data that your team can access with ease.

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Integrate customer data with the CRM of your choice

Different CRMs work for different organisations, but it’s imperative that we offer the same great services no matter the technology you use. Our CRM integration service is compatible with Salesforce, Zoho, Hubspot, Capsule and any other CRM your business might be using.

Push and pull data from your CRM software

Our CRM integration allows customer data to be processed both ways. Not only are we able to pull data into your CRM from multiple sources, but we can also build integrations that perform the opposite. That means that whether you have systems that feed into your CRM, or pull from it, our seamless integrations will assist the operations of your business. 

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Need to integrate or automate processes? Get in touch!

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Insights

Analysis

Pre-packaging deals in an instant with automation

Commercial finance is a competitive and continually evolving industry, which is why it’s so important for lenders and brokers to stay ahead of the competition by adopting new technologies. Brokers, in particular, can find themselves easily bogged down when it comes to packaging and qualifying applicants. In order to deliver a highly

Analysis

How to automate business finance

In the competitive world of business finance, staying ahead of the curve is key. Whether you’re developing a deep understanding of market trends or effectively performing KYC/KYB analysis, those in the B2B finance industry know how important it is to stay one step ahead of the competition. Of course, if you work

Analysis

Essential B2B credit solutions your business should be using

Essential B2B credit solutions your business should be using Worldwide, the B2B payments market is approximately worth a colossal £191 trillion and is only set to grow. With digital payments comprising the vast majority of B2B transactions – a number that is continually increasing with at least 80% of businesses focusing on

Analysis

The benefits of risk-based decision making

The benefits of risk-based decision making Risk. It’s an inescapable factor that must be considered when you operate in the B2B lending, brokerage and wider finance spheres. When it comes to onboarding your customers, being aware of the risks posed by the potential customer from a credit, operational or legal perspective is