Finanzdienstleister Software

Finanzdienstleister Software wird verwendet, um den täglichen Betrieb von Banken, Kreditgenossenschaften und anderen Organisationen zu verwalten, die Finanzdienstleistungen für Unternehmen und die allgemeine Öffentlichkeit bereitstellen.

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Caprivi bietet eine komplette Kapitalmanagementlösung, die bei der Automatisierung von CapEx-Prozessen von der Budgetierung bis zur Überprüfung nach Investitionen helfen kann. Verwende die CapEx-Software, um Kapital zuzuweisen und zu verfolgen, wohin dein Geld fließt. Erfahre mehr über CapEx / Request for Authorization Die CapEx-Software von Caprivi bietet dir ein besseres Zeit- und Ressourcenmanagement und umfassende Kontrolle. Erfahre mehr über CapEx / Request for Authorization
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.
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.
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.
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.

von Hyland Software

(51 Bewertungen)
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OnBase Enterprise Content Management Software kombiniert integriertes Dokumentenmanagement, Business-Process-Management und Records-Management in einer einzigen Anwendung. Ob als gehostete oder ortsbasierte Lösung eingesetzt, OnBase ermöglicht Unternehmen die Automatisierung von Geschäftsprozessen und reduziert den Zeit- und Kostenaufwand für die Durchführung wichtiger Geschäftsfunktionen durch die Verwaltung und Kontrolle von Inhalten. ECM-Lösung, die integriertes Dokumentenmanagement, Business-Process-Management und Records-Management kombiniert.
PayrollPanda Sdn Bhd ist ein malaysisches SaaS-Unternehmen, das sich auf die Bereitstellung erstklassiger HR-Cloud-Anwendungen konzentriert. Das Flaggschiffprodukt ist PayrollPanda, eine Online-Anwendung zur Lohn- und Gehaltsabrechnung, die sich besonders an malaysische KMUs richtet. Die Online-Software ermöglicht es Geschäftsinhabern und Personalmanagern, mit nur wenigen Klicks LHDN-genehmigte Gehaltsabrechnungen durchzuführen. Das Ziel ist es, die Abrechnung einfach und schnell zu gestalten, und die nutzerfreundliche Oberfläche macht es jedem leicht, die Abrechnung durchzuführen. Eine SaaS-Gehaltsabrechnungs- und Urlaubsanwendung für malaysische Unternehmen.
Procurement, expense management, and invoicing solutions for financial services industry. Procurement, expense management, and invoicing solutions for financial services industry.
Die Total Expert Platform ist ein zentraler Knotenpunkt, der es Hypotheken- und Immobilienfachleuten ermöglicht, zusammenzuarbeiten und ihre Geschäfte gegenseitig zu erweitern. Mit nur einem Login können Profis Marketing- und Lead-Generierung über mehrere Kanäle hinweg erstellen, implementieren und verfolgen. Die Plattform umfasst eine zum Patent angemeldete Technologie, die es ermöglicht, Kosten für Marketing und Lead-Generierung nahtlos zu teilen und gleichzeitig die Compliance für alle beteiligten Parteien nachzuverfolgen. Total Expert bietet Kreditgebern und Immobilienprofis die Tools, die sie benötigen, um ihre Marke mit Co-Marketing-Automatisierung aufzubauen.

von Focus SoftNet

(27 Bewertungen)
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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
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
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.
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.
Integriertes EPM-Paket, das Finanzdienstleistern hilft, Risiken zu bewerten, Compliance einzuhalten und Kundeninformationen zu sammeln. Integriertes EPM-Paket, das Finanzdienstleistern hilft, Risiken zu bewerten, Compliance einzuhalten und Kundeninformationen zu sammeln.
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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 financial services institutions.

von Accountagility

(5 Bewertungen)
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Die Finanzplanungs- und Prognoselösung von Accountagility ermöglicht eine vollständige Automatisierung aller Planungsaktivitäten und entlastet deine wertvollen Ressourcen. Mit vollständiger Drill-Down-Analyse, Reporting und einer leistungsstarken Business-Rules-Engine zur Hand. ORYX Plan ist eine Lösung für Finanzplanung und -prognose, Teil einer integrierten Suite von Accountagility, die die Betriebskosten senkt.

von Imagineer Technology Group

(4 Bewertungen)
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WebVision bietet Asset-Managern eine ausgereifte Plattform für die Verwaltung von Online-Reporting und Event-Management auf Fonds- und Investorenebene über die eigene Corporate Website. Die gesamte Kommunikation zwischen Investoren und Interessenten kann über dieses leistungsstarke und sichere Online-Tool automatisiert werden. WebVision kann eigenständig arbeiten, Datenimporte von proprietären oder anderen CRM-Tools übernehmen oder vollständig in den Client integriert werden, um noch mehr Kontrolle und Automatisierung zu erreichen. WebVision ist eine ausgereifte cloudbasierte Plattform, mit der Vermögensverwalter das Kundenreporting und das Fondsmarketing mühelos verwalten können.
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.
Finanzdienstleistungs- und Buchhaltungssoftware für Kreditgenossenschaften, Banken und Rechtstitelversicherer. Finanzdienstleistungs- und Buchhaltungssoftware für Kreditgenossenschaften, Banken und Rechtstitelversicherer.

von Global Relay Communications

(2 Bewertungen)
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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.
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.
SaaS treasury management platform for corporate treasury. Automates cash & liquidity, payments, and supply chain finance processes. SaaS treasury management platform for corporate treasury. Automates cash & liquidity, payments, and supply chain finance processes.
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.

von Cap Hedge Ventures

(1 Bewertung)
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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.
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.

von Obsidian Suite

(1 Bewertung)
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Obsidian ist eine All-in-one-Plattform für Investorenmanagement. Viele Kunden im Finanzsektor haben damit bereits erfolgreich und zügig ihr Geschäft digitalisiert, Kosten gesenkt und den Vertriebszyklus optimiert. Im Rahmen unserer modernen Oberfläche können Kunden aus vier Suiten wählen: Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen. Die Systeme sind in Rekordzeit einführbar. Wir gewährleisten branchenführende Sicherheit und Verschlüsselung mit Bankenstandard. Über 10.000 zufriedene Obsidian-Anwender haben damit bereits ihre Arbeitsabläufe umgestaltet. Die Obsidian Suite ist die einzige All-in-one-Plattform für Investorenmanagement. Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen.

von Assetbook

(0 Bewertungen)
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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.

von Envestnet Asset Management

(0 Bewertungen)
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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.

von Questis

(0 Bewertungen)
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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.

von AlphaSense

(0 Bewertungen)
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Finanzielle Suchmaschinensoftware basierend auf linguistischen Suchalgorithmen zur Identifizierung von Datenpunkten, Unternehmensdetails und Geschäftstrends. Finanzielle Suchmaschinensoftware basierend auf linguistischen Suchalgorithmen zur Identifizierung von Datenpunkten, Unternehmensdetails und Geschäftstrends.

von PFM Solutions

(0 Bewertungen)
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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.

von DataLog Finance

(0 Bewertungen)
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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... )

von Pitney Bowes

(0 Bewertungen)
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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.

von Kovair Software

(0 Bewertungen)
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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.

von AlreadyBuilt

(0 Bewertungen)
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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

von Ormsby Street

(0 Bewertungen)
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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.

von SpiceFactory

(0 Bewertungen)
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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.

von CustomerMatrix

(0 Bewertungen)
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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.

von Synertree CMS

(0 Bewertungen)
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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

von flowpilot

(0 Bewertungen)
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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!

von Sefin

(0 Bewertungen)
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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

von FinCompare

(0 Bewertungen)
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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.

von FOCONIS

(0 Bewertungen)
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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.

von Softarex Technologies

(0 Bewertungen)
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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.

von Fintory

(0 Bewertungen)
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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.

von Dion Global Solutions

(0 Bewertungen)
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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.

von Euronext

(0 Bewertungen)
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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
Rimilia stellt eine Software bereit, die Fachleute aus dem Finanzwesen lieben, da sie ihnen hilft, veraltete Praktiken bei der Nachverfolgung von Bargeld und der Verwaltung von Gutschriften zu beseitigen. Rimilia bietet Großunternehmen weltweit eine schnellere Gelddisposition, klarere Informationen und eine bessere Kontrolle über den Cashflow. Als globale Lösung arbeitet Rimilia mit jeder Währung, jeder Bank, jedem ERP in jedem Land und in jeder Sprache. Rimilia hat Niederlassungen in Bromsgrove und London in Großbritannien sowie in Denver, Colorado in den USA. Automatisierung der KI-gesteuerten Debitorenbuchhaltung für Rechnungsabgleich, Bankausgleich und Kreditmanagement für Großunternehmen.

von Saphety

(0 Bewertungen)
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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.

von ObjectWay

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

von Windham Labs

(0 Bewertungen)
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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.

von Omega Financial Solutions

(0 Bewertungen)
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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.

von OCS

(0 Bewertungen)
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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.

von Longview Solutions

(0 Bewertungen)
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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.

von Dunstan Thomas

(0 Bewertungen)
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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.

von Loyica

(0 Bewertungen)
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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.

von HuTechnology

(0 Bewertungen)
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Advance financial solution helps in evaluating loans for micro and small businesses using INDE[1] methodology. Advance financial solution helps in evaluating loans for micro and small businesses using INDE[1] methodology.

von Neurona

(0 Bewertungen)
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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.