getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial Services Software with Customer Engagement (2026) - Page 2

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

37 software options

Jocata GRID logo
(0)

Enterprise ecosystem platform for financial institutions.

learn more
Jocata Grid is an enterprise ecosystem technology platform designed to address the specific challenges of a financial services company, providing an end-to-end digital transformation platform that integrates business applications, data, and analytics.

Read more about Jocata GRID

Users also considered
Solución Neurona logo
(0)

SaaS financial management solution

learn more
Neurona is a cloud platform for the management of funds in international money transfers with a payment engine, collections, and connections to massive channels (batch) or online channels. It allows external networks such as ACH, low-value networks such as cards, wallets, and others to connect with cases. There are also 14 additional modules including a Transactional Portal and Transfiya.

Read more about Solución Neurona

Users also considered
IR.Manager logo
(0)

Investor relationship management software

learn more
IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered
MFS PLATFORM logo
(0)

Mobile Financial Solutions Platform

learn more
Achieve breakthrough digital experience on our innovative Mobile Financial Solutions Platform

Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform

Read more about MFS PLATFORM

Users also considered
emformX logo
(0)

Digital Advisory Platform for Corporate Banks

learn more
EmformX is a cloud-based digital product advisory platform enabling bank client relationship representatives to generate new upsell leads across all the corporate clients’ multibank positions such as corporate loans, currency exposure, fx, and interest rate hedges

Read more about emformX

Users also considered
Banqsoft Digital Banking logo
(0)

Cloud-based banking system for financial institutions.

learn more
Banqsoft Digital Banking is a cloud-based banking solution designed for retail banking and consumer finance operations. The software facilitates a variety of digital banking services including reward programs, sales finance, loans, credits, debit and credit cards, and more. Key features include customer onboarding, pricing/conditions, finance applications, electronic signing, credit decisions, account management, customer portals, reporting/analytics, and invoicing.

Read more about Banqsoft Digital Banking

Users also considered
SBS Open Banking logo
(0)

Integrating legacy banking systems with technologies

learn more
Open Banking is a cloud-based solution designed to integrate legacy banking systems with emerging technologies. The platform enables banks to expand their service offerings and unlock new revenue streams while ensuring full compliance with evolving open banking regulations like PSD3. The platform ensures secure and efficient access to global banking data, connecting financial institutions seamlessly across the world.

Read more about SBS Open Banking

Users also considered
CIBIL logo
(0)

CIBIL API solution for instant credit score & risk insights

learn more
CIBIL API Solution allows businesses, banks, NBFCs, and fintech lenders to access real-time credit scores and reports for individuals and companies. It automates credit risk assessment, loan eligibility checks, and ensures accurate, compliant financial decision-making.

Read more about CIBIL

Users also considered
Kovair ALM logo
(0)

End-to-end application lifecycle management solution

learn more
Kovair ALM offers end-to-end application lifecycle management that boosts visibility, traceability, and customer satisfaction.

Read more about Kovair ALM

Users also considered
FinX logo
(0)

Turns financial data into actionable insights

learn more
FinX accelerates financial services operations with intelligent document processing across statements, and regulatory filings. Transform manual data handling into automated workflows, enabling faster client onboarding, risk assessment, and portfolio management with industry-leading accuracy.

Read more about FinX

Users also considered
etops Advisory Hub logo
(0)

Financial management software

learn more
With etops Advisory Hub, we empower efficient and personalized wealth management at scale. Accelerate client onboarding and engagement, enable mass-advisory with operational excellence, and ensure regulatory compliance and risk mitigation in our digital-first platform.

Read more about etops Advisory Hub

Users also considered
IronClad Family logo
(0)

Holistic asset management solution for financial advisors

learn more
IronClad Family helps financial advisors generate new revenue per client by discovering family protection planning gaps and providing clients with secure digital vaults for holistic asset protection.

Read more about IronClad Family

Users also considered