UNICEF Switzerland Expands its Fundraising Reach with Crypto Donations via FinDock in Salesforce
The world of payments is changing. Advances in financial technology and customer adoption of new payment methods is moving at a rate where many organizations find themselves asking, “how can we meet the needs of donors today, and in the future?”. One organization...
Reconcile payments against the (un)defined with Guided Matching
In my previous blog, I outlined how Guided Matching is a unified approach to matching all five types of inbound data. This time, I will bring matching a bit more to life by explaining how a specific reconciliation problem can be solved using Guided Matching. This...
Turn CODA bank files into valuable CRM data automatically with FinDock
If you’re an organization in Belgium that collects payments, there’s a good chance you’ve heard of CODA or geCOdeerd DAgafschrift files. If not, ask your finance department – trust me, they will know. CODA files are specially formatted bank-statement files you can...
Speed up donation processing with Guided Matching
A big thank you to Bart Lont at g-company for putting together a nice explanation of how Guided Matching can help organizations reduce the time and manual effort needed to match donations to payments in Salesforce. The original blog post is in Dutch on the g-company...