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Financial Services Software - Page 7

Last updated: April 2026

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167 software options

Cash & Credit logo

Accelerate cash inflow & Control customer risk

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Cash & Credit, the most agile debt collection software on the market, enables companies to accelerate cash inflow, reduce outstanding receivables and improve cash flow.
Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate late payments

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AlphaSense logo

AI-enabled market intelligence platform

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AlphaSense is a market intelligence platform leveraging the power of AI to help users extract insights from a universe of public and private content – including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research.

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Sayari Graph logo

Maps and uncovers global business risks.

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Sayari provides instant access to public records, financial intelligence, and structured business information on over 455 million companies worldwide. The comprehensive data illuminates commercial and supplier networks, exposes hidden risks, and ensures confidence in mission-critical decisions. Features harness the world's data for analysis and investigations. All information surfaces insights that protect global business.

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OIXIO Leasing | Loans logo

Leasing and consumer credit contract management solution.

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OIXIO Leasing | Loans is a specialized financial services solution for leasing and credit contract management, designed for companies whose main business is financing the acquisition of various assets (leasing) and/or providing consumer credit.

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Vikhon logo

HR analytics platform

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Vikhon is an intelligence platform for strategic HRs integrated with Business.

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Worth logo

Workflow automation platform for onboarding & underwriting

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Worth automates onboarding and underwriting for financial services, offering tools for risk management, fraud prevention, and compliance. With streamlined workflows and deep insights, Worth empowers institutions to mitigate risk, enhance efficiency, and accelerate revenue confidently.

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VeriBranch logo

Cloud-based branch automation software for banks

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Designed for bank tellers, sellers, and advisors, the cloud-based branch automation software helps execute transactions.

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GaiaLens logo

Experts in Secure, Cost-Efficient AI Solutions

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GaiaLens builds secure, explainable AI for financial institutions and corporates. From ESG scoring to compliance, document intelligence, and risk monitoring, our modular platform transforms manual workflows into auditable intelligence.

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Decide logo

Cloud-based lending assessment tool

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Decide is a cloud-based lending assessment tool designed to help businesses of all sizes automate decisioning workflows, collect customer data, and evaluate loan applications.

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Aico logo

Cloud-based financial close platform

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Aico is a cloud-based financial close platform for large enterprises. It provides a suite of solutions to automate and streamline all aspects of the financial close process. The key features of Aico include a Closing Task Manager to accelerate month-end close and improve accuracy, automated Account Reconciliations to check balances, and more.

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SBS Open Banking logo

Integrating legacy banking systems with technologies

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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.

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FinX logo

Turns financial data into actionable insights

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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.

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etops Advisory Hub logo

Financial management software

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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.

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etops Wealth Discovery logo

360-degree wealth analytics with built-in compliance

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etops Wealth Discovery empowers wealth managers to deliver exceptional service to high-net-worth clients, navigate complex markets, and drive growth while ensuring regulatory compliance and cost-effectiveness. Simplify your everyday work and make it more efficient.

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IronClad Family logo

Holistic asset management solution for financial advisors

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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.

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CIBIL logo

CIBIL API solution for instant credit score & risk insights

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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.

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AgentFlow logo

Agentic AI workflow automation for financial services

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AgentFlow is a cloud-based agentic AI platform for automating finance and insurance workflows by codifying internal knowledge.

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