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

(294 reviews)

One unified business management suite, encompassing ERP/Financials, CRM, and ecommerce. Customers:Choice, Billabong, Mailplus, Toll

One unified business management suite, encompassing ERP/Financials, CRM, and ecommerce. Customers:Choice, Billabong, Mailplus, Toll

OnBase

OnBase

by Hyland Software

(31 reviews)

ECM solution that combines integrated document management, business process management and records management.

ECM solution that combines integrated document management, business process management and records management.

PhoneBurner

PhoneBurner

by PhoneBurner

(72 reviews)

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

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

(40 reviews)

A SaaS payroll and leave app for Malaysian businesses.

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 a cloud-based electronic message archiving, supervision, and eDiscovery solution.

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

CashPooler

CashPooler

by DataLog Finance

(0 reviews)

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

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 personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.

Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.

Workday Financial Management

Workday Financial Management

by Workday

(20 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.

Cognito

Cognito

by SpiceFactory

(0 reviews)

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

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

(140 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 300

(68 reviews)

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

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

(32 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

(20 reviews)

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

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

Oracle Financial Services EPM

Oracle Financial Services EPM

by Oracle

(5 reviews)

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 Customizable ERP Software Solution, which improves Scalability, Mobility, and Governance of businesses

Focus 8 is a Customizable ERP Software Solution, which improves Scalability, Mobility, and Governance of businesses

ORYX Plan

ORYX Plan

by Accountagility

(2 reviews)

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

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.

WebVision

WebVision

by Imagineer Technology Group

(2 reviews)

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

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

Epicor ERP Financial Services

Epicor ERP Financial Services

by Epicor Software

(1 review)

Financial services and accounting software for credit unions, banks, and title companies.

Financial services and accounting software for credit unions, banks, and title companies.

AML360 Dashboard

AML360 Dashboard

by AML360

(1 review)

AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.

AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.

DebtPayPro

DebtPayPro

by Debt Pay

(0 reviews)

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.

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)

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

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

Regulatory and Matrix reporting for Bank of Italy

Regulatory and Matrix reporting for Bank of Italy