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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NetSuite

NetSuite

by NetSuite

(332 reviews)
NetSuite's ERP solution streamlines back-office processes for growing and midsize businesses. It accelerates business cycles, improves data reliability, and offers higher levels of service to customers, suppliers and partners. It provides real-time visibility into key business metrics for better, faster decision-making. NetSuite seamlessly ties together accounting/ERP with customer-facing CRM and ecommerce applications allowing you to support your entire business with one system. NetSuite ERP runs all your key back-office operations and financial business processes in the cloud.
OnBase

OnBase

by Hyland Software

(35 reviews)
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. ECM solution that combines integrated document management, business process management and records management.
PhoneBurner

PhoneBurner

by PhoneBurner

(75 reviews)
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. Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
CustomerMatrix

CustomerMatrix

by CustomerMatrix

(0 reviews)
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.
PayrollPanda

PayrollPanda

by PayrollPanda

(41 reviews)
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. A SaaS payroll and leave app for Malaysian businesses.
Global Relay Archive

Global Relay Archive

by Global Relay Communications

(2 reviews)
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 a cloud-based electronic message archiving, supervision, and eDiscovery solution.
CashPooler

CashPooler

by DataLog Finance

(0 reviews)
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 gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
Pega Marketing

Pega Marketing

by Pegasystems

(1 review)
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action. Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Workday Financial Management

Workday Financial Management

by Workday

(25 reviews)
Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system. Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system.
Inspire

Inspire

by Quadient

(0 reviews)
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.
FINTRX Platform

FINTRX Platform

by FINTRX

(1 review)
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. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.
Cognito

Cognito

by SpiceFactory

(0 reviews)
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications. Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale.
SAP S/4HANA Finance

SAP S/4HANA Finance

by SAP

(147 reviews)
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.
Sage 300cloud

Sage 300cloud

by Sage

(70 reviews)
Looking to improve efficiency or effectiveness in your manufacturing, distribution, or retail services business? Sage 300cloud takes the complexity out of managing your business finances across borders, in multiple currencies and locations. Our solution can help prepare your business for growth, and you'll love how easy it is to manage your accounting, inventory, operations, distribution, and more. Sage 300cloud helps small and medium companies manage their business without the cost or complexity of traditional ERP software.
Coupa Financial Services

Coupa Financial Services

by Coupa Software

(35 reviews)
Procurement, expense management, and invoicing solutions for financial services industry. Procurement, expense management, and invoicing solutions for financial services industry.
Ytel

Ytel

by Ytel

(21 reviews)
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. API and Cloud contact center solutions. Ideal for large scale multi-channel campaigns and customer care.
Oracle Financial Services EPM
Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights. Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights.
Focus 8

Focus 8

by Focus SoftNet

(5 reviews)
Focus 8 is a modern ERP application suite that provides a unified solution cater to specific enterprise management needs. The comprehensive software integrates and automates the core business functions and operational processes across the organization. Advanced business intelligence embedded system employs slice and dice methodology to provides businesses with actionable insights and help them stay ahead of their competitors. It is also in compliance with the tax regulations in the USA providi Focus 8 is a Customizable ERP Software Solution, which improves Scalability, Mobility, and Governance of businesses
WebVision

WebVision

by Imagineer Technology Group

(4 reviews)
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 is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.
ORYX Plan

ORYX Plan

by Accountagility

(3 reviews)
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. ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
K2

K2

by K2

(2 reviews)
Process automation system integrated with many business apps for account & fund management, customer onboarding, and loan origination. Process automation system integrated with many business apps for account & fund management, customer onboarding, and loan origination.
Epicor ERP Financial Services

Epicor ERP Financial Services

by Epicor Software

(2 reviews)
Financial services and accounting software for credit unions, banks, and title companies. Financial services and accounting software for credit unions, banks, and title companies.
DebtPayPro

DebtPayPro

by Debt Pay

(1 review)
A complete set of cloud based CRM tools and integrations to help financial service providers. A complete set of cloud based CRM tools and integrations to help financial service providers.
AML360 Dashboard

AML360 Dashboard

by AML360

(1 review)
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. AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
GeoInsight

GeoInsight

by Pitney Bowes

(0 reviews)
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.
Kovair Test Management

Kovair Test Management

by Kovair Software

(0 reviews)
Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.
ALT ASM

ALT ASM

by HCL Technologies

(0 reviews)
Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services. Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services.
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 Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
Ormsby Street

Ormsby Street

by Ormsby Street

(0 reviews)
Ormsby Street provides big insight for small businesses Ormsby Street provides big insight for small businesses
Optimizer

Optimizer

by Synertree CMS

(0 reviews)
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Easy Reporting Matrix basEd Solution
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register) Regulatory and Matrix reporting for Bank of Italy
FinCompare

FinCompare

by FinCompare

(0 reviews)
Make smart corporate finance a competitive advantage now. FinCompare always has the right solution. Make smart corporate finance a competitive advantage now. FinCompare always has the right solution.