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Explore the most reviewed products by our users on the Financial Services Software

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Automate your client bookings, cancellations, reminders, and payments by using the world's friendliest online scheduling software. Learn more about Acuity Scheduling
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded & customized booking confirmations, deliver text reminders, let them reschedule based on your availability, and process payments. With Acuity, your day-to-day runs more smoothly! Customize individual calendars for your staff and locations, and set up appointment types that keep clients coming back. Learn more about Acuity Scheduling

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Windward is a low-code document solution for MS Office users who want to streamline the creation and output of any data-based documents Learn more about Windward Core
Windward Studios is a global leader in document generation software for the Financial Services industry. This low-code solution provides skilled users with the power to streamline tedious forms, statements, and reports with custom, professional-looking templates in Microsoft Office that connect directly to the data for a fast, error-free output. Learn more about Windward Core

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
A dedicated financial services software to streamline lending operations. Launch in 90+ days. Fully-configurable functionality. Learn more about HES Lending Platform
HES FinTech develops tech-savvy solutions for automated loan management and enhanced debt collection. Choose among 20+ prebuilt modules and let HES customize the software following your business view. The solution is easy to integrate with payment gateways, CRM, marketing tools. Powered with automation, the system can deliver and update reports, analytics, and statistics instantly eliminating manual errors. The HES solution can reduce cost and the time per loan application and many more. Learn more about HES Lending Platform

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Innovative technology for end-to-end digital transformation of your financial services Learn more about Jocata GRID
At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in Hyderabad and currently serve many leading top banks and NBFCs in India and abroad. Learn more about Jocata GRID

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Solidgate’s online payment processing solutions optimize your payment routes, improve conversion, beat fraud and chargebacks. Learn more about Solidgate
Solidgate is a payment processing platform that enables frictionless monetization of online businesses worldwide. Solidgate helps you enter new markets time- and cost-efficiently with an ecosystem of fintech products: from card acquiring and APMs to anti-fraud and chargeback management solutions. Our products ensure your customers get a seamless purchasing experience, and your business gets paid online smoothly and swiftly while meeting the highest security, stability, and compliance standards. Learn more about Solidgate

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Real-time IT infrastructure, application, and process monitoring with support for cloud and on-premise environments. Learn more about ITRS Geneos
Real-time monitoring for all your environments in one platform. We give you peace of mind by monitoring your processes, applications, and IT infrastructure, on-prem, in the cloud and in your highly dynamic containerized environments. Real-time visibility for Infrastructure and trading Prevents outages, helps identify, diagnose, and resolve issues before they impact the business by collecting real-time infrastructure, application, and trading data to build an end-to-end view. Learn more about ITRS Geneos

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driver higher sales with PayPal. Whether youre selling on your own website or on marketplaces or via social media you can receive and send payments anywhere in the world with your all-in-one business account for online payments 24/7 Fraud Protection - Easy Integration - Global Expertise Learn more about PayPal

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases. It helps with managing bookkeeping and receiving customer insights. Payments can be made through the app and in-person via a QR code. Retailers can create a business profile to simplify checkout and appear in the Venmo's customer feeds. Customer loyalty is enhanced by the possibility of implementing targeted rewards and cash back experiences. Learn more about Venmo

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Cloud-based secure digital wallet application designed for processing payments, track sales, share offers, and more
Cloud-based secure digital wallet application designed for processing payments, track sales, share offers, and more Learn more about Google Pay

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Financial services accounting software—the 1st and only preferred provider of the AICPA.
The #1 accounting software for more than 850 financial services firms that collectively manage more than $1.4 trillion AUM. Learn more about Sage Intacct, the cloud financial solution that’s ideal for financial services firms like yours. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials. Learn more about Sage Intacct

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Discover SAP S/4HANA Cloud, a complete ERP system with embedded AI and machine learning.
SAP S/4HANA Cloud is a complete enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It helps companies adopt new business models, manage business change at speed, orchestrate internal and external resources, and use the predictive power of AI. Benefit from tight, native integration between processes, industry depth, and a consistent in-memory data model. Learn more about SAP S/4HANA Cloud

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Spendesk is a 7-in-1 cloud SaaS spend and financial management solution for scale-up and enterprise businesses.
Spendesk is a cloud SaaS spend and financial management solution for scale-up and enterprise businesses. Built by finance experts for finance teams, it gives CFOs and accounting firms real-time data about company spend, payments, transactions, and purchase orders. Create instant reports and get a complete spend overview any time you need - without waiting for credit card receipts and expense claims. Trusted by over 3,500 companies, Spendesk helps businesses everywhere spend smarter. Learn more about Spendesk

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Boost sales team productivity 4x with our top-rated Power Dialing and Sales platform. Blend phone/email/SMS and close deals faster.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card. Learn more about PhoneBurner

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Sage 300cloud is an ideal business management solution for growing service and distribution businesses.
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cloud is especially sought after by companies with complex corporate structures such as multi-entities, franchisees, and companies with an international subsidiary as it has strong GL consolidation features and can easily account for intercompany transfers automatically. test Learn more about Sage 300cloud

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Finance for the way you work. Payments, cards, capital, and spend management all in one place. The only account you’ll ever need.
Brex makes it easy for founders, finance teams, and employees to spend smart, grow fast, and enjoy the ride. Payments, cards, capital, and spend management all in one place. The only account you’ll ever need. Learn more about Brex

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Data-centric Fourth Era ERP with Embedded AI
Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment. Learn more about Focus X

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
A SaaS payroll and leave app for Malaysian businesses.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll. Learn more about PayrollPanda

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
ECM solution that combines integrated document management, business process management and records management.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content. Learn more about OnBase

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients. Learn more about Tax Clarity

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Sales Acceleration Platform for the world's largest Financial Services Institutions.
Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It solves for frontline personnel, sales managers and business leaders through mobility, insights and industry playbooks. 60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions. Learn more about Vymo

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Learn more about Total Expert

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Pay Utility bills, tv subscriptions, recharge airtime, send gift cards, data subscriptions and get your customized business loans
AppNomu is a web application that help clients recharge their mobile phones with data and airtime, purchase and send gift cards, get loans for personal, business and soma loans to boost their ideas. We are a free platform which does not require any subscription except service purchase that can be done through the application directly without any paperwork. Learn more about AppNomu

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Corpay's payment solution enables AP teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow.
Corpay Payment Solution is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchies. When it's time for a payment run, you submit and approve payments in our software, then Corpay pays vendors according to their remit-to instructions and in their preferred method. We manage payment data for all your vendors and proactively reach out to resolve unprocessed payments. Learn more about Corpay

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors. Learn more about MetaTrader 5

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Agile financial management software with accounting, consolidation automation, multi-dimensional reporting, forecasting and budgeting.
AccountsIQ is affordable and agile financial management software for mid-size and group companies. Voted Accounting Software of the Year two years running. Ideal for businesses who've outgrown their existing system but don't want the expense and complexity of a ERP solution. Streamline processes, automate consolidation and speed up reporting with accounting automation tools and integration capability inbuilt. Close month end quicker and get real time financial insights across your business. Learn more about AccountsIQ

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
IRIS CRM is a premier sales automation software company serving clients that focus on sales. Expertise stems from payments industry.
IRIS CRM is a premier cloud-based business management system servicing clients in the payment processing industry. IRIS CRM was created as an ERP for agents, ISOs, and banks looking to consolidate their day-to-day operations into a single tool. IRIS CRM features include residual income calculations, merchant onboarding, lead and account lifecycle tracking, integrated Outlook and Google, and a transaction reporting dashboard for a growing list of compatible processing networks. Learn more about IRIS CRM

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support. Learn more about SaasAnt Transactions

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
The Probe42 platform is the largest platform in India, providing in-depth information on all private companies from across 700+ sources
India’s #1 Corporate Information Platform : Probe42 Get access to up-to date information on ANY AND EVERY company in India. Over 15 lakhs. Includes information from over 700+ public information sources on these companies including MCA, all court records, all tribunals, credit rating, defaulter, etc Can be accessed through your browser or mobile. Easy to use and simple sign up process. Probe42 Benefits: Increase Sales Reduce Receivables Benchmark Business Mitigate Supplier Risk Sign-up Learn more about Probe42

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze.
Make navigating your digital and in-person channels a smoother process for customers, members, and staff. Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze. With Coconut’s self-serve tools, customers and members choose when and where they engage your team in just a few simple steps—no lineups or call queues necessary. Learn more about Coconut Software

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate.
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. Request a free demo today! Learn more about ScaleFactor

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. Learn more about emX

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America. Learn more about B4B Payments

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Automates transactional datasets, converting complex financial data into an easy to understand, accessible, and reconcilable format.
Kani exists to tackle some of FinTech's hardest challenges within the Payments industry. BIN sponsors, challenger banks and other FinTechs are using kani to do weeks' of transaction reporting and reconciliation work in seconds. Our SaaS platform consumes large financial datasets and takes all of the complexity out of interrogating this data, enabling reconciliation and regulatory reporting in minutes - from automated reconciliation and streamlined compliance, to report building. Learn more about Kani

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years!
DLS Financials will add the ability to manage savings, loan, and pooled investment sub-accounts for your diocese parishes and interface with all of these other main Accounting System shown. Manage accounts by entering transaction, printing statements, letters, emails, invoices, as well as providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these other main accounting systems through GL and AP accounts. Learn more about DLS Financials

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it.
Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it. Cledara helps you manage all things software in one place: from purchasing to management and cancellation. Cledara is what companies use to scale their operational processes, comply with regulations and save money. Learn more about Cledara

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Sales and use tax system product suite that offers sales tax policy configuration, calculation, remittance, and filing.
Indirect tax is a software suite of products that were specifically made to help small to large companies with all their tax responsibilities. The products offered in this suite focus on supporting companies manage their sales and use tax, VAT and GST. These factors are managed with the following four products: Determination software, which determines and analyzes, Indirect Compliance software that helps with the management, Fast Sales Tax software focuses on compliance and lastly, the Certificate Manager software that validates, tracks and governs exemptions certificates. Learn more about ONESOURCE Indirect Tax

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
SunSystems uses a unified ledger to hold all financial transactions in a single, integrated transaction set.
SunSystems® delivers all aspects of accounting management, including nominal ledger, payables and receivable ledgers, cashbook, multi-currency, and multi-dimensional analysis from one single source. Thanks to SunSystems’ inherent flexibility, organizations can meet evolving accounting and reporting requirements. It captures detailed data directly at the source and allows you to see performance up close by breaking transactions down to their individual details with user-definable analysis codes. Learn more about Infor SunSystems

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia. The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration. Learn more about SnapAP

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Highly configurable Loan Origination Solution that accelerates growth while improving the financing experience.
MeridianLink DecisionLender, formerly TCI DecisionLender is a highly configurable & intuitive loan origination solution built with automotive, powersport, solar energy, home services and merchant and lifestyle financing companies in mind. Designed with today's latest technologies, DecisionLender seamlessly integrates with all major dealer portals, provides real-time reporting, and automates the lending process. Learn more about DecisionLender

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Finario is the first capital planning solution for intelligent Capex decisions and accurate capital project forecasts.
Finario’s capital planning solution provides the single source of truth required for intelligent Capex decisions and accurate capital project forecasts. Leading companies worldwide rely on our purpose-built cloud platform to secure and share this critical data for real-time financial process synchronization across the enterprise. Learn more about Finario

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Learn more about TOGGLE

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Ivalua provides a market-leading solution that Procurement can leverage to both secure compliance and bring more value to the business.
Procurement and Supply Chain Management in Financial Services In the last decade, financial regulation has grown tremendously with restrictive capital requirements, stricter risk management obligations and new data privacy laws. Abiding by this broad regulation corpus is not an option anymore, failing to do so jeopardizes the core business. Learn more about Ivalua

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Innovative and compliant digital interaction technology for financial institutions to humanize remote customer interactions
Innovative and compliant digital interaction technology used by the world’s leading financial institutions to humanize remote onboarding, acquisition or advisory. With Surfly, banks and credit unions can quickly enable compliant collaboration via co-browsing, video chat, and e-signing across the websites, portals, or apps that already make up the digital journey. Surfly is fully customizable, and works on any device and platform, instantly—no software to download and no code to add. Learn more about Surfly

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
The smartest, most cost-effective financial data aggregation & verification solution.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as the right-sized solution for your loan origination. IBV has access to over 15,000 financial institutions in the US and Canada. We process and report on billions of transactions for consumer lending and credit companies, business lenders, and mortgage and loan providers. Learn more about Instant Bank Verification

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.
PitchBook is a data provider offering Stock Market Data, Merger & Acquisition Data, Private Company Data, Private Equity Data, and Venture Capital Data. They are headquartered in United States of America. What You Can Do: • Private market intelligence • Fundraising • Deal Sourcing investments • Due diligence • Business development • Networking • Deal execution • Benchmarking • Asset Allocation Learn more about PitchBook

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Sisum is a cloud-based solution for the management of industrial assets, operational processes and maintenance.
Sisum is a cloud-based solution for the management of industrial assets, operational processes and maintenance. Learn more about Sisum

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, reporting and a powerful business rules engine at your fingertips. Learn more about ORYX

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.
Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to visualize prospective outcomes instantly. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Learn more about Synario

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics
A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and creates a shared value system that empowers entrepreneurs and ensures greater efficiency, productivity, and competitiveness With the software it is possible to automate all the processes of a company and have several tools to contribute to the management of the business. Learn more about MarketUP

Features

  • Risk Management Software
  • Compliance Management
  • Customer Engagement Software
  • Performance Management
  • Channel Management Software
  • Reporting/Analytics