Enhance Your Payments with XTRM’s Salesforce Integration
Your company can create XTRM payment records within your Salesforce and provide XTRM with the necessary credentials to access the Salesforce API. Here’s how.
The intelligent way to manage payments
Manage multi-tiered partner and customer funds
Manage funding, reports and connected accounts
Multiple sources & currencies
Provide users the choice of how to receive payment
Global compliance and tax reporting
Highly secure infrastructure
Global compliance and tax reporting
XTRM Insights and Analysis
Are you ready to make your financial operations even smarter? It’s time to elevate your strategies and empower your team with XTRM’s upcoming webinar on 3 April 2024 starting 11 AM CST called “New and Improved Approval Policies and Limits: Empowering Your Financial Operations.” In today’s fast-paced digital landscape, financial security and efficiency are part […]
Are you ready to make your financial operations even smarter? It’s time to elevate your strategies and empower your team with XTRM’s upcoming webinar on 3 April 2024 starting 11 AM CST called “New and Improved Approval Policies and Limits: Empowering Your Financial Operations.”
In today’s fast-paced digital landscape, financial security and efficiency are part of your top business priorities. That’s why XTRM is unveiling even smarter solutions designed to streamline approvals, fortify security measures, and supercharge your financial processes.
Here’s a sneak peek to what’s in store:
Smarter Approvals: It’s time to move on from outdated approval processes. XTRM’s innovative approach empowers your team to make decisions swiftly while maintaining iron-clad security protocols. With our smarter approvals, you’ll strike the perfect balance between agility and control.
Limit Linking: Prevent unauthorized access and thwart fraudulent activities with XTRM’s advanced limit linking feature. Our robust tools ensure that only authorized personnel can access crucial accounts, safeguarding your assets and bolstering your defenses against potential threats.
High-Wall Finance: Tailored specifically for finance professionals, our high-wall finance tools provide the precision and visibility you need.
Theft Prevention: XTRM’s proactive strategies for theft prevention equip you with the knowledge and tools needed to preemptively safeguard against internal threats. Stay one step ahead and protect your assets with a comprehensive approach to security.
But that’s just the tip of the iceberg. Dive deeper into enhanced approval policies and limits, including:
– Creating Wallets: Customize approval policies to match your entity’s specific needs, ensuring seamless creation while maintaining strict security measures.
– Linking Banks and Debit Cards: Safeguard your financial transactions with XTRM’s approval policies for linking banks and debit cards, tailored to meet the unique demands of your organization.
– Initiating Transfers: Take control of your transfer processes with XTRM’s multi-level approval system, setting thresholds and checkers to align with your entity’s requirements.
Join us for the webinar of a lifetime and unlock the potential of your financial operations with XTRM. Don’t miss out—register now and step into the intelligent way to pay and get paid, globally.
Your company can create XTRM payment records within your Salesforce and provide XTRM with the necessary credentials to access the Salesforce API. Here’s how.
Ensuring a smooth start to your business connections requires creating a flawless onboarding experience for your partners, clients, and staff. You can provide a customized registration page that upholds your brand and streamlines the onboarding procedure using XTRM’s Custom Beneficiary Signup URL.
When you transfer payments to company beneficiaries, the notifications they get should be professional and consistent with your brand’s identity. Customizing these emails can improve your beneficiaries’ experiences, strengthen your brand’s presence, and guarantee that all communications are clear and successful.