Payrix

JANUARY 10, 2025

Merchant underwriting and onboarding tips for software platforms David advises software platforms to prepare users early by setting clear expectations about merchant documentation , timelines, and process stages. And if I streamline onboarding, I keep merchants happy, engaged right from day one. First, identity. Second, legitimacy.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

Intercom, Inc.

OCTOBER 19, 2022

We protect it throughout its lifecycle with robust security practices, tailored role-specific staff training, and rigorous compliance with regulations. We handle the security of your data so that you can focus on acquiring, engaging, and retaining your customers. Compliance: Don’t just take our word for it .

compliance 138

compliance Data Software Review Scale 138

SaaStr

JANUARY 24, 2022

Removed from everyday business, she can only speak to the larger picture, which is important, but that’s often not enough with the fundamental processes of billings, collections, cash flow management, revenue reporting, corporate compliance and more. With a rental engagement, the burden falls on you. Compliance can be complicated.

Finance 328

Finance Outsourcing Services Systems Review Technical Review 328

SaaStr

NOVEMBER 24, 2020

Conga eliminates the business bottlenecks through their Digital Document Transformation solutions. GuideCX makes your life easier with their client onboarding software that helps companies invie, guide and engage internal and customer teams in a transparent process that delivers value faster.

Scale 286

Scale Scaling Outsourced Development compliance 286

User Pilot

NOVEMBER 28, 2024

All you need to do is to head to the documentation and copy-paste one line of code. Data masking for privacy compliance with GDPR, HIPA, and SOC 2 type II. ‹ › Userpilot lets you filter your recordings and get access to them directly from user profiles and reports. Automatic bug reporting (which Mixpanel lacks). Wanna try it out?

Software Review 105

Software Review Enterprise Pricing compliance 105

Neil Patel

OCTOBER 26, 2020

Create an Engaging Website Headline. We work with all types of businesses and tax classifications Instantly find all relevant deductions, saving you the most on your earnings All tax filings are double-checked by experienced tax professionals, ensuring full IRS compliance. Tips on Creating an Engaging Value Proposition.

Engagement 145

Engagement Artificial Intelligence Software Review Market Research 145

BetterCloud

DECEMBER 16, 2024

Without engaging IT, they sign up, agree to the apps lengthy list of terms and conditions and away they go. So, as a cautionary tale, its important to understand the hidden risks of shadow IT , including: Operational Security Compliance Financial Remaining unchecked, these four major risks only continue to grow and consequences amplify.

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

User Pilot

MAY 27, 2025

But for mobile, youd want to invest in a solution that truly gets the job done, aka one that improves user engagement and retention. This way, users get the help they need, exactly when and where they need it, leading to faster adoption, reduced friction, and higher engagement from day one. moment faster.

Mobile 93

Mobile Technical Review Software Review Systems Review 93

User Pilot

MAY 1, 2024

Businesses aiming for long-term product growth should keep in mind the power of meaningful customer engagement. Having a customer engagement platform in your toolbelt can greatly increase your conversions, and help you drive business success. Here are 12 of the best customer engagement platforms in 2024! Let’s dive in!

Engagement 105

Engagement Social Media Artificial Intelligence AI 105

User Pilot

MAY 8, 2024

As smartphones increasingly become central to the routine life of the modern person, in-app messaging enables you to engage your audience with just-in-time support. Whatfix – best for creating in-app messages for employee engagement. Pendo – best in-app messaging platform for mobile apps. Contextual triggers.

Engagement 105

Engagement AI Search Software Review AI 105

Scytale

NOVEMBER 4, 2024

These criteria further highlight that every aspect of data is expertly managed to ensure complete protection and compliance. As SOC 3 reports are designed for public use and serve as excellent marketing tools, they offer a simplified, customer-centric overview of your organization’s security and compliance measures.

compliance 52

compliance Underperforming Technical Team Scale Technical Review 52

Stax

JANUARY 15, 2024

Learn how to achieve payment processing compliance when surcharging to improve your company’s financial stability and reputation. PCI DSS compliance, a global framework, mandates specific requirements and best practices for maintaining credit card data security. for transactions also requires this compliance.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

FastSpring

APRIL 9, 2025

one of the most common responses is the ease of tax compliance the ability to “ set it and forget it.” One of the key areas of tax compliance we manage is VAT (value-added tax) on sales of digital services. But each country has a unique approach to global tax compliance. ” But tax is far from a static topic.

Merchant Services 99

Merchant Services Payment Services SaaS Payments Payment Solutions 99

Stax

APRIL 3, 2025

Theyre easy to integrate and set up, with the host taking care of data security measures, including PCI compliance and fraud protection. On top of PCI compliance, you might have to pay extra for SSL (Secure Sockets Layer) certification. Just like self-hosted gateways, merchants using API-based solutions are responsible for security.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

Payrix

JULY 30, 2024

Why there’s greater value in a payments integration supported by white-glove service than a DIY, documentation-driven approach The decision to embed payments into your software platform as a key part of your growth strategy is a significant starting point from which you can create new value and revenue streams for your business.

Merchant Services 147

Merchant Services Payments Payment Solutions Payment Services 147

Intercom, Inc.

MAY 14, 2019

At the outset of the engagement there was a long list of issues that needed to be resolved for them to renew, including: 70+ feature requests to consider for our product roadmap. 2 critical security and compliance inquiries. Rather than burying changes in a long document, I wanted to surface deal progress.

Scale 147

Scale Management Sales Underperforming Technical Team 147

Scytale

SEPTEMBER 16, 2024

With this DORA compliance checklist and clear outline of the DORA compliance requirements, financial entities have a clear roadmap of what they must follow to stay safe and sound. Standardize compliance : No more guessing games across EU countries. Good documentation is your best friend when it comes to audits.

compliance 59

compliance Technical Review Systems Review Development Team Review 59

How To Buy Saas

MAY 26, 2025

In a nutshell, RAG lets an AI system look up relevant knowledge from a database or documents while generating an answer, much like an open-book exam. Instead of relying only on the text it was trained on, a RAG-powered system can actively retrieve information from a defined database, document repository, or knowledge base at query time.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

User Pilot

FEBRUARY 28, 2024

Pendo Engage is an in-app guidance and feedback collection tool to help you track key metrics or usage data. This guide will go over the benefits of using Pendo Engage, what it's most commonly used for, how much it costs, and the reasons why you might need an alternative! What is Pendo Engage? Source: Pendo.

Software Review 105

Software Review Engagement Technical Review Onboarding 105

Intercom, Inc.

AUGUST 30, 2022

Brex makes it simple for founders and startups to manage spending and ensure compliance. There are global compliance and payroll hurdles that make things super complex. Whether you’re a team of three or a team of 3,000, it’s important to have a single source of truth for key documents. Intercom – Customer engagement.

Scale 163

Scale Payment Services Startup AWS 163

Scytale

AUGUST 12, 2024

Ready to tackle POPIA compliance? ” Whether you’re a seasoned pro or just dipping your toes into the compliance waters, it’s key to get your head around the ins and outs of POPIA. .” No need to get fancy—just straightforward tips and advice to help you nail POPIA compliance.

compliance 52

compliance Technical Review Social Media Retention 52

User Pilot

AUGUST 23, 2024

A step-by-step digital onboarding process in banking : Select customer onboarding software with engagement features, analytics, automation, integrations , and compliance certifications. Gamify the customer experience to increase engagement and make onboarding fun. Let’s explore two main ones.

Banking 105

Banking Onboarding compliance Scale 105

Scytale

AUGUST 13, 2024

That’s why achieving ISO 27001 compliance has become a top priority for organizations serious about safeguarding their information assets. In this guide, we’ll break it all down, exploring the best ISO 27001 compliance software for 2024. Document Control Managing documents effectively is a big part of ISO 27001 compliance.

compliance 52

compliance Software Government Management 52

Scytale

AUGUST 13, 2024

That’s why achieving ISO 27001 compliance has become a top priority for organizations serious about safeguarding their information assets. In this guide, we’ll break it all down, exploring the best ISO 27001 compliance software for 2024. Document Control Managing documents effectively is a big part of ISO 27001 compliance.

compliance 52

compliance Software Government Management 52

User Pilot

AUGUST 22, 2024

Effective client onboarding sets the tone for relationships , ensures regulatory compliance, improves efficiency through digitization, and can serve as a key product differentiator. Moreover, effective onboarding helps companies meet compliance requirements, like Anti-Money Laundering (AML) checks.

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

Scytale

SEPTEMBER 16, 2024

With this DORA compliance checklist and clear outline of the DORA compliance requirements, financial entities have a clear roadmap of what they must follow to stay safe and sound. Standardize compliance : No more guessing games across EU countries. Good documentation is your best friend when it comes to audits.

compliance 52

compliance Technical Review Systems Review Development Team Review 52

User Pilot

FEBRUARY 14, 2024

In the article, we look at 12 solid contenders for this title, covering a few most common use cases: In-app user engagement Sales funnel management Customer support Analytics and reporting Marketing Collaboration and project management Let's dive right in! What are the best Salesforce integrations in 2024?

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

Payrix

APRIL 25, 2025

Know Your Customer (KYC) sometimes also known as Know Your Client is a set of standards and protocols used by financial institutions and other businesses to verify the identity of their customers before engaging in account setups or transactions. KYC is a risk management practice that was established in 1970 as part of the U.S.

Payment Services 100

Payment Services Merchant Services Payments Software Review 100

How To Buy Saas

JULY 2, 2025

Pipeline and Task Tracking: Visualize the sales pipeline – from new lead to closing – and track tasks like showings or document collection. Transaction and Document Management Software Real estate transactions involve tons of paperwork – contracts, disclosures, inspection reports, lease agreements, and more.

Payment Solutions 59

Payment Solutions Payment Methods Software Review Payment Services 59

How To Buy Saas

JUNE 26, 2025

Whether you’re a startup founder tired of repetitive support questions or an enterprise knowledge manager looking to streamline internal documentation, read on to learn how ProProfs Knowledge Base can empower your customers and team with self-service knowledge. Let’s dive into the details.

Technical Review 52

Technical Review Software Review Systems Review Management 52

Scytale

APRIL 9, 2024

What is SOC 2 Compliance? SOC 2 (Service Organization Controls 2) is a set of compliance requirements geared toward technology-based companies that use cloud-based storage of customer data. Compliance with SOC 2 standards is also crucial for customer retention. SOC 2 is both an audit procedure and criteria.

Technical Review 98

Technical Review Systems Review compliance Software Review 98

User Pilot

SEPTEMBER 4, 2024

Effective process design leads to higher efficiency, better consistency , improved product quality, better ROI , and enhanced compliance. Userpilot is a digital adoption platform with analytics, feedback, and engagement features. By engaging in the design process, teams can better understand what they do and how they do it.

Business 105

Business Scale Customer Support compliance 105

BetterCloud

MARCH 24, 2025

Renewal negotiations and contract management: Proactively manage renewal dates and engage in negotiations with vendors to secure favorable terms. Security and compliance: locking down your SaaS stack SaaS security is more than just enabling MFA. This stage focuses on managing renewals or gracefully retiring the application.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

Payrix

FEBRUARY 4, 2025

Many technologies and services are involved from POS terminals to card networks to payment gateways so its essential that the payment processor can work closely with them to help authorize and settle every transaction as securely, efficiently, and quickly as possible and stay in compliance with regulations and industry standards.

Payment Services 100

Payment Services Payments Merchant Services SaaS Payments 100

Sales Hacker

APRIL 10, 2023

Discovery Review the discovery documentation. 4 Document the decision criteria Decision matrix template, decision matrix examples per vertical. 4 Document the decision criteria Decision matrix template, decision matrix examples per vertical. Curating the final discovery documentation. Or are we going through the motions?

Technical Review 110

Technical Review Development Team Review Underperforming Technical Team Systems Review 110

Payrix

JULY 24, 2024

With their sights set on elevating the customer experience, deepening user engagement, and driving sustainable growth, there’s one thing software companies are making room for in their roadmap: Embedded Payments. It goes far beyond the traditional DIY, documentation-driven approach.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

How To Buy Saas

MAY 29, 2025

Sephoras Virtual Artist and Amazons product recommender personalize shopping for each user, boosting engagement and sales. Internally, financial institutions automate compliance checks and reporting using AI to parse regulations and identify anomalies. Executives also leverage generative AI for idea generation and reporting.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59