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Banking Systems Software with Document Management

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BankPoint logo
4.7
(17)

Banking platform for loan portfolio managers

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BankPoint is a cloud-based solution designed to help banks, loan portfolio managers, and non-bank lenders such as hedge funds, private equity groups, and hard-money lenders automate processes for covenant tracking, credit approval, due diligence, real estate owned (REO) management and more.

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Origins logo
5.0
(1)

Fast. Powerful. Flexible.

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Origins is a banking systems software designed to help credit unions manage memberships and loan processes. Administrators can capture ID photos, automatically fill out forms, and open new accounts on a unified interface.

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Creatio CRM logo
4.8
(119)

Boost marketing, sales and service performance!

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Creatio CRM for Banking Industry and Credit Unions offers an award-winning CRM, a great variety of financial apps, and enterprise-grade no-code tools!

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ProcessMaker logo
4.5
(175)

Online business process management (BPM) & workflow software

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ProcessMaker is a provider of Enterprise business process management (BPM) and workflow software, available on-premise and in the cloud, providing core features such as BPMN 2.0 diagramming, responsive form design, dashboard-based performance reporting, plus REST API and companion mobile app support

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Tipalti logo
4.6
(131)

Finance automation that cuts 80% of your manual finance work

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Tipalti remits supplier payments on your behalf in 6 different payment methods and in 120+ currencies to over 196 countries while upgrading financial controls.

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Tandem Software logo
4.8
(59)

Easily Manage Information Security and Regulatory Compliance

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Tandem is a security and compliance solution designed to help organizations manage audits, business continuity planning, compliance, risk assessment, and vendors. The platform enables users to create role-based access and custom workflows using built-in programs.

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Wooqer logo
4.5
(66)

One App for All Ops - Workflows, Audits, Compliance, Surveys

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Wooqer is an App for businesses to digitize frontline operations trusted by brands like Lifestyle, Skechers, Pantaloons, KFC, Baskin Robbins, Dominos and others.

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The Nortridge Loan System logo
4.3
(80)

Enterprise-grade loan servicing software

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The Nortridge Loan System is a flexible servicing platform that enables highly configurable loans, multiple product lines & expansion to additional markets

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Bankingly logo
4.6
(40)

Empowering institutions through digital banking solutions

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Bankingly is a SaaS cloud-based platform for financial institutions, enabling seamless digital banking solutions.
The platform is designed to help financial institutions automate online banking processes via iOS and Android mobile applications.

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TRAC logo
4.8
(29)

Compliance. Simplified.

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TRAC is an easy-to-use GRC tool built to help users quickly complete important compliance tasks such as vendor management, risk assessments, and business continuity management.

With built-in intelligence and simple workflows, TRAC makes being compliant simple, while also providing critical data to

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Turnkey Lender logo
4.6
(36)

Award-Winning Lending Management Software

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An intelligent end-to-end solution to automate separate parts or the entire lending process for banks. Advanced analytics and reporting, simplified regulatory compliance, AI-driven loan origination (combining traditional and alternative approaches in credit risk assessment), and much more.

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Plaid logo
4.4
(40)

Platform that enables apps to connect with bank accounts

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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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Help With My Loan logo
5.0
(15)

Our goal is to help you reach yours!

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Help With My Loan (HWML) is software that automates the frontend underwriting and lender matching process for Commercial, Residential, Business and Personal loans.

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NexorONE logo
5.0
(13)

Online banking for financial institutions

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NexorONE is an online banking platform which offers a variety of modules that help serve different financial institutions. The cloud-based software aids with transaction management, allows users to send international wires, works as a payment platform and allows customers to communicate online.

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DLS Financials logo
4.8
(15)

The premier savings and loan software for dioceses!

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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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EBANQ logo
4.7
(16)

White-Label Banking Software and Mobile Apps

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The most user-friendly online banking software platform in the world. Online in 24 hrs with your own branding.

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KYC Portal logo
4.7
(15)

Client lifecycle management solution

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KYC PORTAL is a fully configurable Client Lifecycle Management solution that allows organizations of any size or type to collate all information relating to assessed entities and applicants rapidly. It provides a single, centralized, secure repository with fully customizable parameters, fields, rules, and user rights.

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OmniConnect logo
4.5
(15)

API connectivity as a service for financial institutions.

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OmniConnect's API connectivity as a service is the quickest and most cost-effective way to securely connect a FinTech solution to any US-based financial institution. The platform support integration with various systems such as payments, point of sale (POS), lending, general ledger, deposits & more.

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Oradian logo
4.1
(21)

Go further with core banking system built for growth!

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Are you looking for a core banking system? Oradian covers each step of your loan workflow so if you are looking for a loan management system that can seamlessly process more loans and serve more clients faster, choose Oradian. Oradian's core banking system covers each step of your loan workflow with features such as integrated accounting, deposit management, credit scorecard, user access control, and more.

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Jamio openwork logo
4.2
(18)

Workflow Managment, Nocode, Development Platform, Cloud.

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Jamio is a no-code business process management platform designed to create cloud applications. The applications created on Jamio openwork platform helps companies drive digital transformation. It can automate and simplify company procedures, manage documents , offer collaboration tools and much more

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MeridianLink Opening logo
4.8
(9)

Account opening & funding transactions management solution

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MeridianLink Opening, formerly known as XpressAccounts is an account opening & funding transactions management solution, which helps financial institutions manage identity verification, OFAC checks, account creation, and more. It lets customers apply for deposit accounts and e-sign documents online.

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Centrex logo
4.9
(8)

Cloud-based CRM software for finance sector

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Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

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Musoni logo
4.4
(13)

Digitalization Partner for Microfinance

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Musoni is the specialist digitalization partner for financial institutions. The multi award winning cloud banking system has been proven to help MFIs to efficiently manage & grow their portfolio.

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FPS GOLD Core Banking logo
4.4
(11)

Core processing software for community banks

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FPS GOLD Core Processing is a core banking solution designed for community banks with tools for CRM, deposit management, loan planning, accounting & more

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Macrobank logo
4.8
(6)

Core banking and payment SW platform and SaaS for Fintechs

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Core banking and payment software platform for accounts, payments, card issuing, online acquiring, currency exchange and money transfers.

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