How do credit cards fit in the triangle of reconciliation?
In my previous blog, I wrote about how bringing payments to the CRM system impacts the application landscape with regards to the Account System (AS). I proposed two models: Relocation, where the payment data is stored in CRM which provides aggregated journal entries...
Ramp up your online fundraising with Giving Pages
With the rapid digitization of today’s society – further spurred on by the Covid-19 pandemic – online fundraising is becoming even more important. In addition to giving you a digital presence, with online fundraising, done with the right tools, you can capture the...
Reconciliation with CRM payment data
So, you have decided to bring your payments to your CRM. Either because you want to tailor the payment experience to the expectations of each customer, you want your team to make more data-driven decisions or because you want to increase operational efficiency by...
The Three Pillars Of Inbound Payment Data
If you haven’t already, check out the blog post from FinDock CTO Aard-Jan van Kesteren about the value of payment data and how it can be harvested. Your CRM is only as good as your data. Yet amazingly, there is a source of high quality, structured, readily available,...