Software de servicios financieros

Los productos de software de servicios financieros gestionan las operaciones diarias de bancos, cooperativas de crédito y otras organizaciones que proporcionan servicios financieros a empresas y al público en general.

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Caprivi ofrece una solución completa de gestión de capital que puede ayudar a automatizar los procesos CapEx, desde los presupuestos hasta la revisión posterior a la inversión. Usa este software CapEx para asignar capital y supervisar adónde va el dinero. Descubre más sobre CapEx / Request for Authorization Descubre una mejor gestión de recursos y tiempo con el software Caprivi de CapEx y toma el control total de tu CapEx. Descubre más sobre CapEx / Request for Authorization
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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.
Administra los pagos y las comunicaciones bancarias, los riesgos financieros, la participación del cliente y el incremento en las ventas con un software de gestión de tesorería. Administra los pagos y las comunicaciones bancarias, los riesgos financieros, la participación del cliente y el incremento en las ventas con un software de gestión de tesorería.
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Brex is an expense management solution for startups and ecommerce. Help your business scale with a simple setup and a corporate card that offers game changing rewards. Upload receipts through the Brex app, or submit them via text and email. Add new users, issue cards, and set and track spending limits for everyone on the team. For startups and ecommerce brands, it's never been easier to manage your cash flow and seasonality. Sign up online in 5 minutes! Brex is the first corporate card for startups and ecommerce, with simple setup and 10-20x higher limits to help your business scale.
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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.

Por Hyland Software

(50 opiniones)
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El software de gestión de contenidos empresariales OnBase combina la gestión integrada de documentos, la administración de procesos empresariales y la gestión de registros en una sola aplicación. Ya sea que se implemente como una solución hospedada o local, OnBase permite a las organizaciones automatizar los procesos comerciales y reducir el tiempo y el costo de realizar funciones comerciales importantes a través de la administración y del control del contenido. Solución de ECM que combina la gestión integrada de documentos, la administración de procesos empresariales y la gestión de registros.
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Procurement, expense management, and invoicing solutions for financial services industry. Procurement, expense management, and invoicing solutions for financial services industry.
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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).

Por Focus SoftNet

(27 opiniones)
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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. Enjoy superior data processing with Focus 9's pronghorn server
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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! 100% Cloud-Based Dialer & Lead Management Technology for Financial Agents - Empower Your Team with up to 10x More Conversations
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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.
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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.
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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. An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
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.

Por Coconut Software

(7 opiniones)
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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. Coconut Software is an enterprise-grade appointment scheduling solution of appointment driven businesses.

Por Accountagility

(5 opiniones)
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La herramienta de planificación y previsión financiera de Accountagility permite la automatización integral de todas las actividades de planificación sin acaparar tus valiosos recursos. Con un análisis exhaustivo detallado, creación de informes y un potente motor de pautas de negocios a tu alcance. ORYX Plan es una herramienta de planificación y previsión financiera que forma parte de un conjunto integrado de Accountagility que reduce los costes operativos.

Por Imagineer Technology Group

(4 opiniones)
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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.
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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. The smartest, most cost-effective financial data aggregation & verification solution.

Por Global Relay Communications

(3 opiniones)
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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.
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Software de servicios financieros y contabilidad para cooperativas de crédito, bancos y compañías de títulos. Software de servicios financieros y contabilidad para cooperativas de crédito, bancos y compañías de títulos.
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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.
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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.

Por Cap Hedge Ventures

(1 opinión)
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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.
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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.

Por Obsidian Suite

(1 opinión)
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Obsidian es un marco de gestión de inversionistas todo en uno con un historial comprobado que ayuda a los clientes financieros a digitalizar rápidamente las operaciones, reducir costos y mejorar los ciclos de ventas. Esta moderna interfaz permite a los clientes elegir entre 4 suites clave: Financia CRM, salas de datos, portales de inversores e inteligencia comercial, mientras te beneficias de las implementaciones más rápidas del mercado. La empresa brinda la mejor seguridad cibernética en su clase y cifrado de nivel bancario. Únete a más de 10 000 usuarios felices de Obsidian y transforma tus operaciones. Obsidian Suite es el único marco de trabajo de gestión de inversionistas todo en uno. CRM financiero, salas de datos, portales de inversores e inteligencia comercial.
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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.

Por Assetbook

(0 opiniones)
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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.

Por Envestnet Asset Management

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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.

Por Questis

(0 opiniones)
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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. Financial wellness technology designed to power comprehensive, scalable, private labeled solutions for financial institutions.

Por AlphaSense

(0 opiniones)
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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. Market intelligence search software based on linguistic algorithms to identify data points, company details and business trends

Por PFM Solutions

(0 opiniones)
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Every institution 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 instantly visualize prospective outcomes. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.

Por DataLog Finance

(0 opiniones)
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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... )

Por Pitney Bowes

(0 opiniones)
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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.

Por Kovair Software

(0 opiniones)
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Manage end-to-end Software Test Life Cycle STLC with support for manual testing, test automation, automated defect tracking and real-time test metrics. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. With recent move to agile practices and the growing needs for continuous delivery, the testers jobs are no more limited to writing repetitive test cases, manual test execution, frequent regression testing, manual defect s Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.

Por AlreadyBuilt

(0 opiniones)
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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

Por Ormsby Street

(0 opiniones)
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Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more. Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more.

Por SpiceFactory

(0 opiniones)
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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.

Por CustomerMatrix

(0 opiniones)
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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.

Por Synertree CMS

(0 opiniones)
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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

Por flowpilot

(0 opiniones)
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The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy! Simply upload your accounting data and get an overview of your current and forecasted cashflow. Recognize risks and optimization potentials early as they arise and get tips how to eliminate them. Make better decisions by easy and quick simulations simply without effort. Test our highly automated cash flow management software 14 days for free! The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy!

Por Sefin

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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

Por FinCompare

(0 opiniones)
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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.

Por FOCONIS

(0 opiniones)
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Modular internal control system that helps financial institutions to automate data source monitoring and data analysis. Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.

Por Softarex Technologies

(0 opiniones)
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Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment. Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment.

Por Fintory

(0 opiniones)
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Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels. Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels.

Por Dion Global Solutions

(0 opiniones)
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Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors. Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions.

Por Euronext

(0 opiniones)
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Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
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El software de Rimilia, perfecto para los amantes de las finanzas, ayuda a eliminar las prácticas arcaicas de seguimiento de efectivo y gestión de cobros de créditos. Rimilia ofrece a empresas de todo el mundo una asignación de efectivo más rápida, información más clara y un mejor control sobre el flujo de efectivo. Como solución global, Rimilia es compatible con cualquier moneda, cualquier banco y cualquier ERP en cualquier país e idioma. Rimilia cuenta con oficinas en Bromsgrove y Londres (Reino Unido) y en Denver, Colorado (Estados Unidos). Automatización de cuentas por cobrar impulsada por IA para solicitud de efectivo, conciliación bancaria y gestión de créditos.

Por Saphety

(0 opiniones)
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An innovative product of online payment management between debtor companies (buyers) and their creditors (suppliers), based on the financial documents (invoices, credit notes and debit notes), transmitted, integrated and validated between the parties. Through an online process, Saphety's Supply Chain Finance solution allows suppliers to anticipate the payment of invoices previously approved by the debtors. Saphety's new, simple and flexible cash management solution that allows you to receive or pay your company invoices in advance.

Por ObjectWay

(0 opiniones)
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Financial and digital software for banking. Financial and digital software for banking.

Por Windham Labs

(0 opiniones)
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This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies Our new web-based platform offers a seamless and intuitive workflow for portfolio development and client communication.

Por Omega Financial Solutions

(0 opiniones)
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Wealth and Asset Management solution for private banks and family offices + fund management one stop solution. Wealth and Asset Management solution for private banks and family offices + fund management one stop solution.

Por Longview Solutions

(0 opiniones)
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Eliminate the burdens of data gathering and validation. Clear the way for strategic thinking and action. Eliminate the burdens of data gathering and validation. Clear the way for strategic thinking and action.

Por Dunstan Thomas

(0 opiniones)
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Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers. Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers.

Por Loyica

(0 opiniones)
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Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This is a comprehensive fintech solutions system that is backed up by a support team around the clock. It is also completely cloud-based, which means that it is ready for immediate deployment anytime. Leveras is an emerging fintech solutions provider in the Middle East, with a roster of clients from around the globe.

Por HuTechnology

(0 opiniones)
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Innova Micro finances is a SAAS based financial platform specialized in micro-credit evaluation. It is built to help micro and small businesses with improving productivity and reducing risk rates. This solution helps in evaluating loans for micro and small businesses using INDE [1] methodology, which has a proven risk rate of less than 3%. This solution uses artificial intelligence models to evaluate customers and allow easy integrations with third-party tools and core systems. Innova Microfinances - SaaS based Micro-Credit Evaluation Specialist

Por Neurona

(0 opiniones)
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Software that works as a transactional switch specialized in managing electronic money transactions. Software that works as a transactional switch specialized in managing electronic money transactions.

Por Increase

(0 opiniones)
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Platform designed to control the cash flow, reconciliation processes and accounting. Platform designed to control the cash flow, reconciliation processes and accounting.

Por tmob Tech

(0 opiniones)
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All-inclusive solution facilitating utility payments, money transfers, storing cards, top-ups for telcos and more. All-inclusive solution facilitating utility payments, money transfers, storing cards, top-ups for telcos and more.

Por Prof. Schumann

(0 opiniones)
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Helps businesses automate (credit) decision-making processes for factoring, leasing, and other financial services. Helps businesses automate (credit) decision-making processes for factoring, leasing, and other financial services.

Por ETNA Software

(0 opiniones)
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Stock Trading API is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares and real-time market data. Online brokers, FinTechs, portfolio managers, digital advisors and roboadvisors take advantage of leveraging Trading API to automate trade submissions, reporting, trade allocations and track order statuses, positions and account balances. Multi-Asset Trading API automates trade submissions, reporting, allocations and track order statuses.