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Financial Services Software - Page 2
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Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.
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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets
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IRIS CRM is a cloud-based automation software that calculates residuals, tracks prospects and works with various payment processing networks to manage merchant portfolios. IRIS CRM's robust suite of tools enables payment processing organizations to control retention and marketing.
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Serrala financial services combine cloud-native software and our expert staff who operate and monitor technical services for information capture, payment formatting, bank connectivity and more. These services support our customers’ urgent, specialized, and quickly evolving financial processing needs
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The premier savings and loan software for diocese to manage deposits/loans/pooled investment management software for over 22 years!
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Finario helps businesses unify capital budgeting and project forecasting with approval workflow to deliver financial reporting automation across the investment life-cycle. It allows organizations to ensure capital reporting accuracy, generate valuable project and portfolio insights, and accelerate decision-making.
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Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.
Instantly innovate your existing online interactions without changing your original application or installing software.
Instantly innovate your existing online interactions without changing your original application or installing software.
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Intergiro is a Swedish business banking provider and payment processor that offers merchant business accounts with an API-driven platform. Enjoy same-day settlements (T+0), reliable and efficient processing solutions with rapid merchant onboarding, and you get business banking services for free.
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Handit serves as a budget planning system designed for companies based in Brazil. Its scope of applicability encompasses sales, production, expenses, HR, investments, and financial aspects.
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Kani is a financial reporting and reconciliation software designed to help businesses in the fintech industry reconcile, create custom reports, visualize data, identify or forecast trends, and more. Administrators can drill-down into data sets and share transactional and customer insights.
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PayNet offers fully managed and ready to use - Neo Banking and Payment software solutions to enable use cases on:
- Payments
- Lending
- Deposits
- Payments
- Lending
- Deposits
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Clay is a Fintech where we create technology to control your company's finances.
From the bank reconciliation, we add technology, design and automation to the financial construction process.
From the bank reconciliation, we add technology, design and automation to the financial construction process.
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Accountfy is a financial planning and control system that makes it possible to automate tasks, consolidate the results of different companies to obtain greater auditing process traceability, and adopt multi-currency views from exchange rate definitions. Available in English, Spanish, and Portuguese.
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Cledara is a SaaS management software that helps businesses manage and streamline purchasing, management, and cancellation processes on a unified platform. Supervisors can gain visibility of all SaaS subscriptions to improve operational processes and ensure regulatory compliance.
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TOGGLE is an AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, and asset due diligence.
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FAD is a cloud-based software designed to help businesses collect, validate, and record electronic signatures in compliance with industry regulations. Managers can capture videos of remote clients during agreement signing processes, enabling them to authenticate and verify the identity of end-users.
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DecisionLender is a highly configurable loan origination solution for automotive, powersport, solar energy, home services and merchant and lifestyle financing companies.
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SnapAP is a totally paperless procure-to-pay solution covering purchase order approvals, electronic purchase orders, e-invoicing, and cash management
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Infor SunSystems is designed to help businesses handle accounting management, including nominal ledger, payables, and receivable ledgers, cashbook, multi-currency, and multi-dimensional analysis from one single source.
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BankOne is an online and mobile banking software designed to help businesses in the financial sector with account management, funds transfer, payment gateway integration, and much more. The platform enables managers to handle penalties, amortization, automated credit assessments, and treasury.
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Xmonies makes cross-border fund transfers cost-effective, transparent, and hassle-free without any hidden charges.
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PitchBook Desktop is a comprehensive business intelligence solution that can help businesses discover the right data. PitchBook utilizes advanced search capabilities to filter through millions of data points & generate lists of the companies, investors, or individuals for new business opportunities.
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MarketUP is an ERP software designed for small businesses in Brazil operating across various industry sectors, including salons, retail, apparel, gaming and pharmaceuticals. It enables organizations to streamline operations related to sales, purchasing, inventory, and finance, among other processes.
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FI's seek scalable software, powerful analytics, and swift loan product rollouts. timveroOS, with its appealing user experience, is an ideal FI's choice. Using our platform, financial institutions benefit from 12x faster decision-making and a 20% loan profit hike, perfect for growth-driven lenders.
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