Financial Services Software

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What is Financial Services Software?

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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. Learn more about Instant Bank Verification

The smartest, most cost-effective financial data aggregation & verification solution. Learn more about Instant Bank Verification

ORYX Plan

by Accountagility

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. Learn more about ORYX Plan

ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost Learn more about ORYX Plan

Sales Sling

by Sales Sling

100% Cloud-Based Dialer & Lead Management Technology for Financial Agents - Talk to More Prospects Than Ever Before with an Industry-Leading 10x More Conversations. Try us for 7 days FREE and see immediate results: No pause when a contact answers, unlimited dial-out lines, seamless integration with your current CRM, powerful workflow automations, and much more! Learn more about Sales Sling

100% Cloud-Based Dialer & Lead Management Technology for Financial Agents - Empower Your Team with up to 10x More Conversations Learn more about Sales Sling

PhoneBurner

by PhoneBurner

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. Learn more about PhoneBurner

Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales. Learn more about PhoneBurner

API and Cloud contact center solutions to manage campaigns and live contacts. Ideal for multi-channel campaigns and customer care. Accessible anywhere. Easy set up, customizable & supported by customer service 24/7. Analytics and reports come standard. Powerful CRM integration, ringless voicemail, voice broadcast and SMS including short code, toll-free and local numbers nationwide. HIghest quality connections and outcomes with Ytel. Learn more about Ytel

API and Cloud contact center solutions. Ideal for large scale multi-channel campaigns and customer care. Learn more about Ytel

Coconut provides an enterprise appointment solutions for the financial services industry. Coconut is purpose build for appointment driven credit unions, retail banks and loan originators that schedule meetings across multiple locations and services. Coconut makes it it easy for customers to book meetings online, through a call center or in person at a branch location. Coconut integrates with a wide variety of email and calendar providers so booked meeting automatically sync. Learn more about Financial Services Scheduling

Coconut Software is an enterprise-grade appointment scheduling solution of appointment driven financial services institutions. Learn more about Financial Services Scheduling

Sage 300cloud helps small and medium companies manage their business without the cost or complexity of traditional ERP software. Learn more about Sage 300cloud

Sage 300cloud helps small and medium companies manage their business without the cost or complexity of traditional ERP software. Learn more about Sage 300cloud

OnBase

by Hyland Software

ECM solution that combines integrated document management, business process management and records management. Learn more about OnBase

ECM solution that combines integrated document management, business process management and records management. Learn more about OnBase

Procurement, expense management, and invoicing solutions for financial services industry. Learn more about Coupa Financial Services

Procurement, expense management, and invoicing solutions for financial services industry. Learn more about Coupa Financial Services

Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system. Learn more about Workday Financial Management

Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system. Learn more about Workday Financial Management

Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software. Learn more about SAP S/4HANA for Finance

Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software. Learn more about SAP S/4HANA for Finance

Focus 9

by Focus SoftNet

Enjoy superior data processing with Focus 9's pronghorn server Learn more about Focus 9

Enjoy superior data processing with Focus 9's pronghorn server Learn more about Focus 9

Inspire

by Quadient

CCM solution that helps companies manage and deliver personalized communications from one platform. Learn more about Inspire

CCM solution that helps companies manage and deliver personalized communications from one platform. Learn more about Inspire

Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights. Learn more about Oracle Financial Services EPM

Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights. Learn more about Oracle Financial Services EPM

WebVision

by Imagineer Technology Group

WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing. Learn more about WebVision

WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing. Learn more about WebVision

Financial services and accounting software for credit unions, banks, and title companies. Learn more about Epicor ERP Financial Services

Financial services and accounting software for credit unions, banks, and title companies. Learn more about Epicor ERP Financial Services

Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Learn more about DebtPayPro

Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Learn more about DebtPayPro

Global Relay Archive

by Global Relay Communications

Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution. Learn more about Global Relay Archive

Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution. Learn more about Global Relay Archive

Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns. Learn more about Pega Marketing

Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns. Learn more about Pega Marketing

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction. Learn more about FINTRX Platform

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction. Learn more about FINTRX Platform

SmartDocs

by Obsidian Suite

Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms. Learn more about SmartDocs

Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms. Learn more about SmartDocs

AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations. Learn more about AML360 Dashboard

AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations. Learn more about AML360 Dashboard

ALT ASM

by HCL Technologies

Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services. Learn more about ALT ASM

Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services. Learn more about ALT ASM

CashPooler

by DataLog Finance

CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... ) Learn more about CashPooler

CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... ) Learn more about CashPooler

Cognito

by SpiceFactory

Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale. Learn more about Cognito

Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale. Learn more about Cognito

CustomerMatrix

by CustomerMatrix

Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks. Learn more about CustomerMatrix

Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks. Learn more about CustomerMatrix

Regulatory and Matrix reporting for Bank of Italy Learn more about Easy Reporting Matrix basEd Solution

Regulatory and Matrix reporting for Bank of Italy Learn more about Easy Reporting Matrix basEd Solution

Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy Learn more about Financial Advice and Client Engagement Software

Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy Learn more about Financial Advice and Client Engagement Software

FinCompare

by FinCompare

Make smart corporate finance a competitive advantage now. FinCompare always has the right solution. Learn more about FinCompare

Make smart corporate finance a competitive advantage now. FinCompare always has the right solution. Learn more about FinCompare

FINMATEX

by Softarex Technologies

Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment. Learn more about FINMATEX

Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment. Learn more about FINMATEX

Flow

by Fintory

Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels. Learn more about Flow

Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels. Learn more about Flow

GeoInsight

by Pitney Bowes

Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool. Learn more about GeoInsight

Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool. Learn more about GeoInsight

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders Learn more about IR Manager

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders Learn more about IR Manager

Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. Learn more about Kovair Test Management

Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. Learn more about Kovair Test Management

Optimizer

by Synertree CMS

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value Learn more about Optimizer

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value Learn more about Optimizer

Ormsby Street

by Ormsby Street

Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more. Learn more about Ormsby Street

Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more. Learn more about Ormsby Street

RADAR

by Assetbook

Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Learn more about RADAR

Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Learn more about RADAR

An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks. Learn more about SaasAnt Transactions

An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks. Learn more about SaasAnt Transactions

TradeAnywhere

by Dion Global Solutions

Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions. Learn more about TradeAnywhere

Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions. Learn more about TradeAnywhere

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What is Financial Services Software?

Financial Services software is used to manage day to day operations of banks, credit unions, and other organizations that provide financial services to businesses and the general public.


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