Nutshell

MAY 21, 2024

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

Financial Services 71

Financial Services Software Software Cybersecurity 71

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

PandaDoc

OCTOBER 3, 2023

The sessions were facilitated by an external consultant to ensure unbiased feedback. Get help from finance teams or external experts to estimate expenses accurately. A finance company was eager to enhance its customer service and lead generation through an AI-driven chatbot. They also used Wonderway.io

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

SmartKarrot

NOVEMBER 20, 2020

The future years are yet to see a hefty transition from wearable health monitors, to cybersecurity scanners which were a dream in the past. Some of the highly regularized industries such as finance manufacturing and healthcare might soon be able to pick from an eclectic collection of CRM platforms. Powerful Integrations and CRM .

CRM 10

CRM Artificial Intelligence Management Cybersecurity 10

SmartKarrot

FEBRUARY 4, 2022

SaaS – Software-as-a-Service – is an umbrella term referring to a range of technologies and tools that facilitate the processing, storage, and management of big data using remote servers. KnowBe4 is a unique SaaS product that focuses on educating its users on different cybersecurity problems. Founded in: 2006. Founded in: 2010.

Cybersecurity 10

Cybersecurity Software Software Finance 10

Hubspot Sales

MARCH 7, 2025

There was a common theme among the experts I interviewed: With all the benefits of this tech, one of the most significant downsides is the risk AI poses to data protection and cybersecurity. Here's what I will say, though: even if you use AI to help you facilitate this, leave your humans at the helm. The answer?

Government 45

Government Artificial Intelligence Food and Beverage Decision-making 45