156 results
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Complete platform that allows MNOs, MVNOs, Banks and Financial institutions to launch a digital wallet Learn more about e Wallet
Wallie – E Wallet solution is a complete platform that allows MNOs, MVNOs, Banks and Financial institutions to launch a digital wallet tightly linked to their core systems. This mobile money solution can be rolled out via Agent/CSR led model or online/API registration. User registration and KYC processes required to activate the wallet system are extremely easy. Once registered, users can easily send and receive money from the mobile wallet without using any bank services. Learn more about e Wallet

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Automate your client bookings, cancellations, reminders, and payments by using the world's friendliest online scheduling software. Learn more about Acuity Scheduling
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded & customized booking confirmations, deliver text reminders, let them reschedule based on your availability, and process payments. With Acuity, your day-to-day runs more smoothly! Customize individual calendars for your staff and locations, and set up appointment types that keep clients coming back. Learn more about Acuity Scheduling

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Innovative technology for end-to-end digital transformation of your financial services Learn more about Jocata GRID
At Jocata Financial Advisory and Technology, we are a product company building digital lending, digital onboarding, AML, and fraud management solution for the BFSI industry. We are headquartered in Hyderabad and currently serve many leading top banks and NBFCs in India and abroad. Learn more about Jocata GRID

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driver higher sales with PayPal. Whether youre selling on your own website or on marketplaces or via social media you can receive and send payments anywhere in the world with your all-in-one business account for online payments 24/7 Fraud Protection - Easy Integration - Global Expertise Learn more about PayPal

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. It helps with managing bookkeeping and receiving customer insights. Payments can be made through the app and in-person via a QR code. Retailers can create a business profile to simplify checkout and appear in the Venmo's customer feeds. Customer loyalty is enhanced by the possibility of implementing targeted rewards and cash back experiences. Learn more about Venmo

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Learn more about Sage Intacct

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Sage 300cloud is an ideal business management solution for growing service and distribution businesses.
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cloud is especially sought after by companies with complex corporate structures such as multi-entities, franchisees, and companies with an international subsidiary as it has strong GL consolidation features and can easily account for intercompany transfers automatically. test Learn more about Sage 300cloud

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail, email, SMS, 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.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Spendesk is a 7-in-1 cloud SaaS spend and financial management solution for scale-up and enterprise businesses.
Spendesk is a cloud SaaS spend and financial management solution for scale-up and enterprise businesses. Built by finance experts for finance teams, it gives CFOs and accounting firms real-time data about company spend, payments, transactions, and purchase orders. Create instant reports and get a complete spend overview any time you need - without waiting for credit card receipts and expense claims. Trusted by over 3,500 companies, Spendesk helps businesses everywhere spend smarter. Learn more about Spendesk

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Data-centric Fourth Era ERP with Embedded AI
Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment. Learn more about Focus X

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about PayrollPanda

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
We're reimagining financial systems so every growing company can realize their full potential.
To realize your company's full potential, you need to seize opportunities the second they appear. 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 guaranteed all in one intuitive account. Focus less on busywork 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. Learn more about Brex

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about Tax Clarity

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about OnBase

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about Total Expert

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Nvoicepay's payment solution enables AP teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow.
Nvoicepay is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchies. When it's time for a payment run, you submit and approve payments in our software, then Nvoicepay pays vendors according to their remit-to instructions and in their preferred method. We manage payment data for all your vendors and proactively reach out to resolve unprocessed payments. Learn more about Nvoicepay

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about SaasAnt Transactions

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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! Learn more about ScaleFactor

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Make it effortless for your customers to connect with online appointment scheduling & lobby management solutions from Coconut Software.
Coconut Software makes it effortless for customers to connect with their financial institution. Our leading appointment scheduling and lobby management solutions are used by over 100 banks and credit unions across North America, including Capital One, Arvest Bank, Vancity, RBC Royal Bank, and Rogue Credit Union. The result? A seamless customer experience that’s improved NPS scores, reduced wait times and increased conversion rates. Learn more about Coconut Software

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about emX

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
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. Learn more about B4B Payments

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years!
DLS Financials will add the ability to manage savings, loan, and pooled investment sub-accounts for your diocese parishes and interface with all of these other main Accounting System shown. Manage accounts by entering transaction, printing statements, letters, emails, invoices, as well as providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these other main accounting systems through GL and AP accounts. Learn more about DLS Financials

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Sales and use tax system product suite that offers sales tax policy configuration, calculation, remittance, and filing.
Indirect tax is a software suite of products that were specifically made to help small to large companies with all their tax responsibilities. The products offered in this suite focus on supporting companies manage their sales and use tax, VAT and GST. These factors are managed with the following four products: Determination software, which determines and analyzes, Indirect Compliance software that helps with the management, Fast Sales Tax software focuses on compliance and lastly, the Certificate Manager software that validates, tracks and governs exemptions certificates. Learn more about ONESOURCE Indirect Tax

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
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. Learn more about SnapAP

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Automates transactional datasets, converting complex financial data into an easy to understand, accessible, and reconcilable format.
Kani exists to tackle some of FinTech's hardest challenges within the Payments industry. BIN sponsors, challenger banks and other FinTechs are using kani to do weeks' of transaction reporting and reconciliation work in seconds. Our SaaS platform consumes large financial datasets and takes all of the complexity out of interrogating this data, enabling reconciliation and regulatory reporting in minutes - from automated reconciliation and streamlined compliance, to report building. Learn more about Kani

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Highly configurable Loan Origination Solution for bank, credit unions and finance companies. Request a demo of DecisionLender4 today!
DecisionLender4 is a highly configurable and intuitive Loan Origination Solution. Other LOS products are slow to adapt and require IT resources to institute changes. DecisionLender4 is a platform designed with today's latest technologies and an elasticity that allows lenders to modify their programs, rules, dashboard, reports and requirements in real-time without software coding! Learn how you can gain an unparalleled competitive advantage by requesting a demo of DecisionLender4 today! Learn more about DecisionLender

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Ivalua provides a market-leading solution that Procurement can leverage to both secure compliance and bring more value to the business.
Procurement and Supply Chain Management in Financial Services In the last decade, financial regulation has grown tremendously with restrictive capital requirements, stricter risk management obligations and new data privacy laws. Abiding by this broad regulation corpus is not an option anymore, failing to do so jeopardizes the core business. Learn more about Ivalua

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
The Probe42 platform is the largest platform in India, providing in-depth information on all private companies from across 700+ sources
India’s #1 Corporate Information Platform : Probe42 Get access to up-to date information on ANY AND EVERY company in India. Over 15 lakhs. Includes information from over 700+ public information sources on these companies including MCA, all court records, all tribunals, credit rating, defaulter, etc Can be accessed through your browser or mobile. Easy to use and simple sign up process. Probe42 Benefits: Increase Sales Reduce Receivables Benchmark Business Mitigate Supplier Risk Sign-up Learn more about Probe42

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about ORYX

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A dedicated financial services software to streamline lending operations. Launch in 90+ days. Fully-configurable functionality.
HES FinTech develops tech-savvy solutions for automated loan management and enhanced debt collection. Choose among 20+ prebuilt modules and let HES customize the software following your business view. The solution is easy to integrate with payment gateways, CRM, marketing tools. Powered with automation, the system can deliver and update reports, analytics, and statistics instantly eliminating manual errors. The HES solution can reduce cost and the time per loan application and many more. Learn more about HES Lending Platform

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about Whitebirch Planning

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about Instant Bank Verification

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Learn more about TOGGLE

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors. Learn more about MetaTrader 5

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about Global Relay Archive

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Integrated suite for financial reporting, budgeting and analytics. Easy to use, rich in features, ideal for multi-entity reporting.
FYIsoft enables finance and accounting teams to speed and simplify the financial close and make better data-driven decisions with its integrated platform for financial reporting, budgeting and analytics. Easy to use and loaded with automation features out-of-the-box. Highlights: multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, and true data integration across all products. FYIsoft is ideal for multi-entity, high-growth, and other complex reporting needs. Learn more about FYIsoft

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and creates a shared value system that empowers entrepreneurs and ensures greater efficiency, productivity, and competitiveness With the software it is possible to automate all the processes of a company and have several tools to contribute to the management of the business. Learn more about MarketUP

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about EzPay America

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Front to Back ERP System for Commercial Finance, SCF, Accounts Receivable, Debt Collection, Leasing, Consumer Finance, Credit Insurance
The global, powerful and flexible multi-lingual and multi-currency software iMX enables all the business processes to be managed within a single technical structure that can easily be parameterized for each company’s specific needs. iMX integrates all productivity tools in a unique user interface. The heart of iMX is the Expert System, a workflow execution engine which automates even the most complex business processes. That makes it the leading software in several financial industries. Learn more about iMX

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Questis transforms businesses by helping employees solve the root causes of financial stress with technology and one-on-one coaching.
Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people and employers. We help businesses become life-changing employers by helping employees solve the root causes of financial stress. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at questis.co. Learn more about Questis

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/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. Learn more about Watchtower

Features

  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics