96 results
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The smart desktop app for financial services. Finsemble allows fintech & capital market apps to sync, link, and share information. Learn more about Finsemble
Finsemble is the smart desktop platform for financial services. Allow apps of any type to sync, link, and share information, even if they weren't originally designed to. Workers rely on multiple desktop applications every day, demanding that they toggle between apps to complete their day-to-day workflows and manually re-enter data. Finsemble's HTML5 application framework provides window management, workspace management, dialogs, menus, and launchers, for a meaningful, intelligent workflow. Learn more about Finsemble
Finsemble is the smart desktop platform for financial services. Allow apps of any type to sync, link, and share information, even if they weren't originally designed to. Workers rely on multiple deskto...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
PayPal Commerce Platform is a comprehensive solution designed to serve your business needs and your customers, whether you're just getting started or already a thriving enterprise or marketplace. Leveraging our two-sided network, the platform lets you connect with more than 295 million PayPal customers around the world and across many platforms and marketplaces.
PayPal Commerce Platform is a comprehensive solution designed to serve your business needs and your customers, whether you're just getting started or already a thriving enterprise or marketplace. Leve...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
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.
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....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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 Mala...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
With cash management and corporate cards in a single, intuitive account, Brex makes it easy to scale your business faster.
Growing companies need to move fast, but traditional banking makes it hard to move money the way you want, when you want. Sign up in minutes for a cash management account and corporate cards with no personal guarantee all in one intuitive account. You'll focus less on busy work and more on the big picture with built-in tools and integrations to track your spend, earning points on every card purchase, with live support in seconds.
Growing companies need to move fast, but traditional banking makes it hard to move money the way you want, when you want. Sign up in minutes for a cash management account and corporate cards with no ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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 rat...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Procurement, expense management, and invoicing solutions for financial services industry.
Procurement, expense management, and invoicing solutions for financial services industry.
Procurement, expense management, and invoicing solutions for financial services industry....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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 premi...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Enjoy superior data processing with Focus 9's pronghorn server
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehensive web-based software, Focus 9 is furnished with advanced tools enabling organizations across industries to optimize the critical business functions including human capital management, accounting and financial, enterprise performance management, supplier and customer relationship management.
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehen...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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 blend...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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!
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 bu...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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 c...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
CCM solution that helps companies manage and deliver personalized communications from one platform.
CCM solution that helps companies manage and deliver personalized communications from one platform.
CCM solution that helps companies manage and deliver personalized communications from one platform....
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.
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. ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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' financia...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Coconut Software is a customer engagement platform that provides increased workforce efficiency and growth from every interaction.
Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration
Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup, online...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Rimilia simplifies the complex by transforming manual cash application processes using AI-powered solutions.
Rimilia creates software finance people love by simplifying the complex. Offering AI-powered solution, built by finance professionals, it provides enterprise companies around the globe with faster cash allocation, enhanced forecasting, reduced risk and better control over cash flow. As a global solution, Rimilia works with any currency, any bank, any ERP, in any country and language. Rimilia has offices located in Bromsgrove and London in the UK, Toronto in Canada and Boston, MA in the US.
Rimilia creates software finance people love by simplifying the complex. Offering AI-powered solution, built by finance professionals, it provides enterprise companies around the globe with faster cash...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
SnapAP Procure to Pay optimizes your Accountants Payable and purchasing operations with seamless integration. Unlocks ERP performance.
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.
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 h...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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, report...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Financial services and accounting software for credit unions, banks, and title companies.
Financial services and accounting software for credit unions, banks, and title companies.
Financial services and accounting software for credit unions, banks, and title companies....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation.
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and pros...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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 a right-sized solution for your loan originations. IBV has access to over 8,800 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.
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 stan...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, storage and security of regulated firms. Developed entirely in-house, the Archive securely captures and preserves over 50 data types, including email, IM, social media, Bloomberg and Thomson Reuters, storing them in a unified and private cloud repository with federated search capabilities.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, s...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Ideal for multi-entity and fast-growing companies. Generate, package and distribute accurate, formatted financial reports in seconds.
Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics software connects with any GL and easily accommodates GL-related changes resulting from organic growth or M&A activity. Quick to implement and user friendly. One-click distribution of large volumes of accurate reports in seconds. Cut close cycle by 50% or more. NOTE: does not work with QuickBooks.
Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Absolutely ZERO FEE Payment Processing Point Of Sale included. Includes recurring billing, invoicing, inventory, and more.
Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing | Free Equipment and 24/7 customer support. So, stop paying to get paid and contact EzPay America today. EzPay POS allows you to process all card types and you also have extended services such as inventory, recurring billing, electronic invoicing and more.
Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing | Free...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • 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.
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 driv...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
GRC solution that helps monitor bank-wide data to normalize critical risks and the potential negative effects on company's performance.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a continuous basis. SRA Watchtower provides Executives and Board Members with real-time access to company-wide risk performance data, integrated in a way so as to strategically optimize risk strategy to the bottom line.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a continuous ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Hyper-personalised, automated financial technology.
FintechOS is transforming today's financial tech, closed systems and prohibitive pricing with out-of-the-box, open-source, automative technology that makes hyper-personalization at hyper-speed a reality in weeks, not years.
FintechOS is transforming today's financial tech, closed systems and prohibitive pricing with out-of-the-box, open-source, automative technology that makes hyper-personalization at hyper-speed a realit...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coup...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Turnkey financial services distribution solution.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The com...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Take a leap towards better time and resource management with Caprivis CapEx software and get 360 degrees of control over your CapEx
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your money is going.
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your m...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents. Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the conv...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Liquidität einfach planen 5 min Setup mit aktuellen Daten aus Ihrer Buchhaltung Automatisierte Cashflow-Prognose und Szenarien
Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt verbessern. Nie wieder Excel! Einfach in die Zukunft planen Mit wenigen Clicks planen Sie Ihre Liquiditt im Tool und legen Szenarien bis zu fnf Jahre in die Zukunft in der Software an. Und immer aktuell durch importierte Buchhaltungsdaten. Fundierte Entscheidungen mit Finanzplanung!
Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Modular solution for the retail financial market to streamline management of financial products and loan lifecycle control.
Modular solution for the retail financial market to streamline management of financial products and loan lifecycle control.
Modular solution for the retail financial market to streamline management of financial products and loan lifecycle control....
Manage your credit & risk through reports & predictive analytics. This scalable solution puts Dun & Bradstreets data at your fingertip
Leverage D&Bs business credit reports and predictive analytics to manage your customers' trade credit risk and grow your business. Larger businesses: Blend your accounts receivable data with D&B data for detailed risk assessments with D&B Credit Advantage. Automate credit decisions with D&B Credit Premium. Small Businesses: Credit Essentials is designed for small businesses to perform credit checks and agree new credit terms, to knowing your own companys score and recommended credit limits.
Leverage D&Bs business credit reports and predictive analytics to manage your customers' trade credit risk and grow your business. Larger businesses: Blend your accounts receivable data with D&B data f...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Software that helps community banks, regional banks, and credit unions deliver mobile enrollment and online banking services.
Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online, voice and mobile banking services from a single application. Q2 provides financial institutions leading-edge technology and unmatched customer service with feature-on-demand capabilities for retail and commercial banking.
Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online, voice...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
RADAR

RADAR

(0 reviews)
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Analytics platform that helps businesses identify risks and opportunities by leveraging their data.
Analytics platform that helps businesses identify risks and opportunities by leveraging their data.
Analytics platform that helps businesses identify risks and opportunities by leveraging their data....
Questis

Questis

(0 reviews)
Financial wellness technology designed to power comprehensive, scalable, private labeled solutions for financial institutions.
Questis is financial wellness technology platform that allows advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. With configurable features, scalable architecture, and secure software, fueled by advisors' coaching and guidance, Questis powers access to comprehensive personalized financial plans.
Questis is financial wellness technology platform that allows advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Market intelligence search software based on linguistic algorithms to identify data points, company details and business trends
AlphaSense is a revolutionary market intelligence platform for professionals. Leverage internal content with business and market content, including broker research, company data, earnings data, and 1,000s of publications in real-time. Our AI semantic search captures variations in human language, recognizing millions of terms and their synonyms across companies, industries, topics and trends. With AlphaSense, corporations and financial firms make confident decisions quickly and efficiently.
AlphaSense is a revolutionary market intelligence platform for professionals. Leverage internal content with business and market content, including broker research, company data, earnings data, and 1,0...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situation of the group holding and entities. With its comprehensive import/export module, CashPooler manages all types of files and formats and can communicate with banks with any protocol through the CashCom banking module.
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situa...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics
Web-based solution that helps businesses centralize demographic data storage, analyze geographies for expansion areas, and create maps.
Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool.
Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Analytics