Alternatives to CaseHUB
Compare CaseHUB alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CaseHUB in 2026. Compare features, ratings, user reviews, pricing, and more from CaseHUB competitors and alternatives in order to make an informed decision for your business.
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1
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
2
Predict360
360factors
Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. -
3
Sila
Sila
Sila is an end-to-end payment platform that provides Banking-as-a-Service through a developer-friendly payment API that is scalable and allows for fast and secure money transfers. Sila’s payment platform streamlines building and launching fintech apps and embedded payment products for financial products, fintech, crypto, and Web3. Sila’s offerings include Virtual Accounts, Digital Wallets, KYC/KYB, and ACH payments APIs for software teams. Additional functionality is available through a network of pre-approved and pre-integrated partners (to different degrees). Sila was recognized as the Best Payments as a Service Platform by the 2022 Embedded Banking Awards of Tearsheet. Sila is headquartered in Portland, Oregon. -
4
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
5
Uptiq
Uptiq
Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement. -
6
WNS-Vuram Card Dispute Management System
WNS-Vuram
WNS-Vuram Card Dispute Management System is an end-to-end platform designed to help financial institutions efficiently manage the entire lifecycle of card disputes, from initial intake through resolution and settlement. It centralizes dispute handling into a single system, enabling organizations to process chargebacks, representations, write-offs, and fraud investigations with greater speed and accuracy. It supports multichannel dispute intake, allowing customers to raise disputes via phone, email, chat, or self-service portals, while agents and back-office teams operate within a unified workflow. CDMS incorporates intelligent automation to identify correct dispute reason codes, validate claims, and prioritize cases, reducing manual effort and minimizing errors. It integrates with core banking systems, card networks, and external data sources, providing a 360-degree view of transactions, customer history, and fraud signals to improve decision-making. -
7
PactFi
PactFi
PactFi is a fintech platform designed to manage and streamline complex private credit transactions by providing end-to-end operational infrastructure for deal coordination and closing. The platform centralizes workflows, data, and communication across multiple parties involved in a credit transaction, enabling arrangers, investors, legal counsel, borrowers, and administrators to collaborate within a single secure environment. Instead of relying on fragmented systems and heavy email coordination, PactFi organizes the deal process through structured workflows that track every step of the transaction and maintain a consolidated record of activities and documents. It allows users to manage the flow of funds during deal closings, input facility draw amounts, record fees, and automatically generate sources-and-uses summaries that help participants verify the financial structure of the transaction. -
8
AOPAY
AOPAY Technology
AOPAY is a digital banking infrastructure platform that provides financial institutions with integrated payment, banking, and verification solutions through a unified API ecosystem. The platform enables fintech companies, NBFCs, microfinance institutions, cooperative societies, and banks to manage financial operations more efficiently while maintaining regulatory compliance. AOPAY offers modular services such as payment processing, identity verification, lending management, core banking infrastructure, and account management. With real-time settlement capabilities, scalable APIs, and enterprise-grade security, the platform helps organizations modernize financial services, streamline workflows, and deliver secure digital banking experiences. -
9
Brico
Brico
Brico is an AI-powered regulatory licensing platform that helps financial services companies, including fintechs, lenders, money transmitters, collection agencies, mortgage providers, and crypto businesses, manage the entire financial licensing lifecycle from initial application through ongoing maintenance, reporting, and renewals across all 50 states in a centralized, automated system. It collects and harmonizes real-time regulatory requirements, intelligent checklists, and state-by-state rules so teams can prepare submissions accurately and efficiently, eliminating manual tracking, reducing paperwork, and navigating inconsistent forms and deadlines without spreadsheets or disparate tools. Brico provides intelligent automation such as auto-filling forms via smart data mapping, built-in project and task management for team collaboration, automated periodic reporting and compliance flags, and a centralized source of truth for deadlines, documents, and audit trails. -
10
ANALEC Resonate
ANALEC
ANALEC Resonate is a comprehensive content-authoring, workflow-management, and digital-distribution platform built for investment research and corporate-content teams. It enables analysts to generate formatted reports using customizable Microsoft Word/Excel templates with embedded business logic, collaborate in real time via OneDrive/SharePoint, manage approval workflows and audit trails, automatically embed charts and data from central repositories, apply compliance controls (including disclaimers and black/grey lists), distribute content via branded portals or email with readership tracking and delivery analytics, and protect intellectual property with watermarking, unique links and access rights. The system supports regulatory regimes across jurisdictions (U.S. FINRA, U.K. FCA, EU ESMA), integrates with market-data providers, and includes a built-in repository for financial and non-financial estimates. -
11
Continuous
Continuous
Built exclusively for banks and credit unions, Continuous’s intelligent automation platform unifies automation, document intelligence, and identity-security across core operations so institutions can scale without bolstering headcount. Serving over 1,600 financial institutions, supporting more than 120 million accounts and $5 trillion in assets, it connects systems, people, and processes to replace error-prone workflows with purpose-built automation that enables faster lending, audit-ready compliance, real-time IT operations, and secure access controls. With more than 300 integrations, it automates lending from intake to funding, streamlines regulatory compliance and identity provisioning, and handles high-volume operations behind the scenes so institutions can focus on serving their communities, not repetitive back-office work. See how Continuous can evolve with your needs, reduce complexity, and power the impact you make every day. -
12
MobiFin
MobiFin
MobiFin is a state-of-the-art digital financial platform meticulously designed to empower banks, fintechs, telecoms, credit unions, and digitechs, enabling them to elevate their customers' experiences. -
13
Dancing Numbers
Dancing Numbers
Import vendors list, chart of accounts, customers’ list, items and other company data. Export all the selected data in just few minutes. It can be done like any report, excel files in a zip format and CSV files. Delete the data in a very simple way, all deleted files will go to bin. And in case of necessity, you can restore it easily. In QuickBooks, it is important to do the process of Import, export and delete data many times according to the situations like when you reinstall the software again, send and receive data to/from accountant, transferring data, deleting unwanted transactions, and many others. It would be difficult to do it manually in case of too much data. That is why we are here to help you to implement the process of Import, export and delete data in minutes. It keep you up to date and save your time and money as well.Starting Price: $199 per year -
14
VoiCase
Hance Consulting
VoiCase is a secure whistleblowing and case management platform designed to help organizations receive, manage, and investigate reports of misconduct, compliance violations, and workplace concerns. The platform allows employees, partners, and external stakeholders to submit reports anonymously or with their identity while ensuring confidentiality and protection for reporters. Organizations can manage investigations through a centralized case management system, track actions, store evidence, and maintain complete audit trails. VoiCase helps companies strengthen ethics, compliance, and internal governance while supporting modern regulatory and corporate integrity standards. Key features include secure reporting channels, anonymous reporter communication, case workflow management, evidence and document storage, investigation tracking, and role-based access controls. Voicase is designed for enterprises, HR leaders, compliance officers, legal teams, and internal investigation. -
15
Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
16
Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
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FinSILK
SmartInfoLogiks
FinSILK is an AI-integrated digital lending software ecosystem designed to support the end-to-end lending operations of NBFCs, MFIs, and fintech lending institutions. It is built to manage the complete loan lifecycle—from customer onboarding and loan origination to collections, recovery, analytics, compliance, and workforce enablement—within a single, unified platform. Rather than functioning as isolated tools, FinSILK brings multiple operational systems together under a common data and workflow framework to improve visibility, control, and scalability. Overall, FinSILK serves as a comprehensive digital lending ecosystem that combines operational workflows, analytics, AI-enabled automation, and workforce enablement into a single platform. It is built for lending institutions seeking improved efficiency, better visibility, and structured growth while maintaining regulatory and operational control. -
18
FinView
FinView
FinView is a specialized, cloud-based debt collection platform designed to help agencies manage and optimize the entire debt recovery lifecycle through automation, data integration, and centralized workflows. It combines case management, communication, analytics, and customer self-service tools into a single system, enabling teams to streamline operations and improve collection outcomes. It provides a unified workspace where agents can access a 360-degree overview of each case, including debtor information, payment plans, communications, and documents, while integrated modules such as TaskDesk and Inbox allow teams to manage tasks and handle multi-channel communication from one place. It supports automated workflows through a drag-and-drop builder, allowing organizations to define rules, orchestrate processes, and engage debtors across channels without requiring coding.Starting Price: Free -
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Sphinx
Sphinx
Sphinx is an AI agent platform that automates KYC (Know Your Customer) and KYB (Know Your Business) compliance workflows for banks, fintechs, and other regulated financial institutions. The platform deploys intelligent AI agents that handle the manual, time-intensive work traditionally performed by compliance analysts, dramatically reducing operational costs while improving accuracy and consistency. Core Functionality: Automated Customer Onboarding & Verification, Transaction Monitoring & Alert Triage, SAR (Suspicious Activity Report) Preparation, AML (Anti-Money Laundering) Case Management, Regulatory Change Management. -
20
VACEI
VACEI
A modern accounting, audit and corporate services firm. VACEI is a professional accounting, audit and corporate services firm built around a structured digital platform. We deliver accounting, compliance, corporate and audit services end to end by combining experienced professionals with disciplined workflows and purpose-built technology. VACEI's mission is to deliver accounting, audit and corporate services in a way that is structured, transparent and accountable. We remove fragmentation, uncertainty and inefficiency from professional service delivery by combining experienced teams with clear workflows and purpose-built systems. Our focus is on delivering work properly, on time and in line with professional and regulatory standards, while giving clients full visibility without operational burden. VACEI is not a software product and not a marketplace. We are a firm that does the work for you, supported by a secure and structured client portal.Starting Price: 100 euros -
21
Genesis Legal AI
Genesis Legal AI
Genesis Legal AI is a secure, AI-powered platform designed to help legal professionals efficiently evaluate complex cases such as medical malpractice and mass torts. The platform automates the creation of detailed chronological timelines from client records, making it easier to identify key events and build compelling case arguments. With custom AI-generated reports and citation tracking, it streamlines case management from intake to resolution. Genesis Legal AI operates at a fraction of the cost of traditional legal nurse consultants while saving up to 99% of the time spent on case evaluations. The software is fully HIPAA compliant, using bank-grade encryption to ensure client data confidentiality. It also offers custom integrations with existing case management systems for seamless workflows. -
22
E6 TRITIUM
Episode Six
From top 50 global banks to fintechs, E6 gives you the infrastructure to quickly deliver industry-leading payments solutions and the flexibility to adapt in real-time. No matter the changing trends, you’ll be in the lead with our payment technology. Stop letting decades-old technology hold back 21st-century opportunity. TRITIUM, E6's powerful payments platform, offers a solution flexible enough to redefine paytech, and secure and reliable enough to make your CIO smile. Whether you’re looking to modernize your payment technology stack, grow your business, or jump ahead of the competition, TRITIUM is the only choice. You didn’t get here by chance, tell us what you want to do. From launching new, innovative products to powering BaaS, TRITIUM offers a single, flexible payment platform that can power almost any payments use case. Our modern payment platform and technology will simplify your paytech stack and help you lower costs. -
23
Qualified Health
Qualified Health
Qualified Health is a healthcare-native enterprise AI platform designed to enable health systems to deploy, manage, and scale generative AI safely and effectively across clinical and operational workflows. It provides a unified operating layer that centralizes AI models, tools, and use cases into a single, governed system, eliminating fragmentation and enabling consistent deployment across organizations. It integrates clinical, operational, and financial data through a single connection, allowing multiple AI-powered applications to run on a shared, validated data foundation with built-in quality controls. It includes capabilities for creating and deploying healthcare-specific AI agents, automating administrative and regulatory workflows, and generating real-time insights that support clinicians and improve patient outcomes. A core focus is governance, offering enforceable safeguards such as role-based access, monitoring, evaluation frameworks, and more. -
24
AccessFintech
AccessFintech
We are a fintech company founded to bring self-service, transparency, risk mutualisation and more efficient supply-chain management to the global financial services industry. ‘AccessFintech’ Synergy DataLake enables optimization of workflow through collaboration, using data and shared technology access. Our network of shared data and self-service solutions extend and enrich data, workflow and technology across the transaction lifecycle for more transparency, faster resolution, fewer fails, and valuable benchmarking insights. Self-service solutions for transaction automation, resolution and decision-making in multi-provider environment. Optimize workflows and workforces by evaluating and managing risk, recommend solutions, share workloads and track actions. Benchmarking insights for improvement and cost optimization. -
25
Weavr
Weavr.io
Unlock business growth without worrying about complex regulations, shouldering the compliance burden or managing data security as we handle that for you. Safely handle supplier payments or build a benefits programme your employees will love. Delight customers with digital gifting and make crypto PoS enablement safe and streamlined. Enabling everything from salary advances to compensation payments, built into your business. Supercharging B2B marketplaces and crowdfunding capabilities, all ready to plug-and-play. Up until now, adding financial services exactly where and when your customers need them has been tricky. Not anymore. Our ready-made, plug-and-play financial services offer unlimited use-cases with unrivalled simplicity meaning you can select the services you need and start adding value to your customers almost instantly.Starting Price: $1,268.47 per month -
26
Case Notebook
Thomson Reuters
Your key to efficient case management. Organize, analyze, and share key case documents with greater efficiency. Case Notebook is a centrally accessible and searchable litigation case management software that helps you organize, analyze, and share essential case information. The intuitive Case Notebook structure simplifies organizing legal case information, allowing you to easily locate key information in court transcripts, exhibits, research, and other legal documents. Robust search also lets you locate what you need with ease. Track and visualize the issues, characters, and key facts in your case – and evaluate facts and events in a graphical timeline with Case Timeline. Generate a report to quickly view and analyze every reference to that data within your case files. Case Notebook ensures that your litigation case management is handled consistently across your team with centralized issue codes and tracking of annotation authors. -
27
Finastra Financial Messaging
Finastra
Finastra Financial Messaging operates one of the world’s largest SWIFT service bureaus, providing a secure, API driven SaaS platform that connects to SWIFT and other market infrastructures. It delivers a scalable, end to end solution for financial messaging, with support for real time payments and access to services such as analytics, fraud prevention, and alternative payment networks. The platform acts as a gateway and workflow engine, linking back office and payment systems to global networks while providing centralized control over business rules. It supports straight through processing, manual initiation, and hybrid workflows to streamline operations and improve efficiency. -
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Hummingbird
Hummingbird RegTech
Compliance investigations and reporting for smart financial institutions. Customer intelligence designed for compliance. One platform for all your case investigations and reporting. Modern technology for filing suspicious activity reports (SARs). Manage cases, conduct investigations, and create detailed reports to file as SARs or refer to partners. Validate and file suspicious activity reports using the Hummingbird platform or our APIs. Master Regulation E and Z disputes with speedy workflows and integrated chargeback handling. Test compliance programs with custom workflows, automatic workpapers, and real-time reporting. Enable shared investigation and reporting needs between banks and FinTech partners. -
29
Clinevo Safety
Clinevo Technologies
Clinevo Safety is a cloud-based, user-friendly, regulatory-compliant, end-to-end pharmacovigilance and drug safety system. This all-in-one platform encompasses PV intake, case processing, regulatory submissions via an AS2 gateway, analytics, and safety signal capabilities. Built on a simplified technology stack, it offers extensive configurations with minimal customizations, resulting in lower total cost of ownership and easy maintenance. The system provides end-user alerts for cases nearing due dates, ensuring timely compliance. Advanced automation and AI features streamline case processing efforts, while easily configurable dynamic workflows expedite case management. The platform delivers powerful and actionable insights through advanced analytics. As a user-friendly web application, it is accessible anytime, anywhere, and on any device with basic internet or intranet using browsers like IE, Chrome, and Firefox. -
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Qarar
Qarar
Qarar is an AI‑enabled business case management platform that lets teams collaboratively build CFO‑ready business cases in minutes using customizable templates, defined assumptions, and a spreadsheet‑free interface. It automates ROI and cost‑benefit modeling, provides guided frameworks for value propositions, and enables real‑time comparison and review of multiple scenarios. Designed to centralize all business case workflows, Qarar indexes assumptions, financial inputs, and narrative justifications to maintain consistency across proposals and preserves institutional knowledge as team members rotate. With built‑in sales enablement features, it streamlines the creation of polished, investor‑grade documents—complete with charts, executive summaries, and stakeholder‑specific analyses- and offers version control and portfolio management tools for the office of the CFO to track, compare, and approve cases at scale.Starting Price: $999 per month -
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Revelstoke
Revelstoke
Rock your SOC with the first universal, low-code, high-speed security automation platform with case management built in. Revelstoke uses a single, universal data model that normalizes input and output data to allow for fast integration of any security product, and it’s future-proof. Our UI is based on the Kanban-style workflow. Grab a card, drag it into place, drop it where you want, and boom, the automation works. You can track and monitor case actions, timeline information, and workflow actions, all from the case management dashboard. IR is at your fingertips. Measure and report on the business impact of security automation, prove the value of the investment and show what your team is worth. Revelstoke radically simplifies security orchestration, automation, and response (SOAR), so security teams can work faster, smarter, and more effectively. With a low-code, drag-and-drop interface, dozens of built-in integrations, and incredible visibility into performance metrics. -
32
DXC RIM
DXC
DXC RIM platform manages regulatory affairs content, data, and workflows in one central location, helping teams accelerate innovation and reduce time to market. The sensitive nature of regulatory affairs (RA) content demands a unified platform to handle regulatory data and workflows. Teams need simple, always-ready access to all relevant data. They also require an intuitive, customizable user interface that is easy to navigate. Collaborative tools and configurable reporting are crucial for success, but legacy technology can frustrate teams and slow processes. Achieving compliance is a struggle. Collecting data and documenting processes is time-consuming. Problems are compounded when life sciences organizations run fragmented legacy systems using disparate technologies. In some cases, they need to resort to spreadsheets to manage key operational processes. Bringing products to market and managing RA requires a centralized, enterprise-grade solution. -
33
OneAdvanced Practice and Case Management
OneAdvanced
OneAdvanced Practice and Case Management is the core solution within the OneAdvanced Legal software portfolio. It provides law firms with a modern, flexible platform to manage cases, clients, and firm-wide operations efficiently. Built on a secure Azure platform, it delivers robust security, disaster recovery, and 24/7 protection. The system incorporates compliant legal accounts, legal forms, wills management, and digital tax submissions. Cloud-native technology ensures automatic updates, keeping firms aligned with evolving legal and regulatory requirements. Intuitive design and Microsoft-style usability improve adoption and productivity across teams. OneAdvanced Practice and Case Management helps firms streamline operations while supporting long-term growth. -
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Aderant Expert Case
Aderant
Aderant Expert Case is a fully adaptable web-based Case Management solution that centralizes all the different moving pieces for your matters and cases into one place putting this information right at your users' fingertips. In addition to providing a central workspace for your users, Case also automates many of your common daily activities like document creation and other workflows needed to efficiently work through your matters while reducing risk to your firm of missing an important deadline -
35
Toqio
Toqio
The smartest fintech platform for the smartest ideas. If you have an idea, we have the platform. Our white label digital finance SaaS lets you quickly launch and monetize new solutions for your customers. From Cards and Financing products to Bank accounts, choose the Toqio products you need to launch your unique proposition. Choose from our pre-integrated fintech and financial service partners or connect your own solutions to the Toqio platform. Our white label SaaS platform allows you bring your brand to life with your own look and feel and user experience for your solution. Applications are hosted & managed by Toqio, while clients take advantage of our innovative pipeline of new products. Build your new financial application easily, quickly, and and cost effectively. Our ready-to-go fintech SaaS platform and marketplace makes innovating simple. Access the end-to-end products you need to take on the fintech market leaders. -
36
OnCorps AI
OnCorps AI
OnCorps is an agentic AI platform built specifically for fund operations, helping leading financial institutions automate complex oversight tasks that traditional software cannot handle. Its AI agents detect accounting, trading, and operational errors in real time, dramatically reducing risk while improving accuracy across reconciliation and reporting workflows. Top asset managers—including Pimco and Natixis—use OnCorps to automate reviews, eliminate redundant checks, and achieve time savings of up to 92%. The platform combines deep research expertise with machine learning models trained on financial transaction patterns to deliver consistent, auditable results. With SOC 1 and ISO 27001 certifications, OnCorps ensures data integrity and trust at enterprise scale. By augmenting fund operations teams with intelligent agents, OnCorps enables firms to shift focus from manual processing to higher-value analysis. -
37
Aerotruth
Aerotruth
Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. New partner on-boarding and periodic reviews of B2B partnerships involve a significant number of documents to be exchanged for compliance approval. This process should not take months to complete. Aerotruth is a new and easy way for financial service institutions to onboard and manage their fintech, banking, and correspondent partner relationships. We help you simplify and expedite the document exchange and approval process which lets you conduct due diligence on new and existing partners faster. Aerotruth is a secure and seamless cloud-based platform that provides an easy and efficient way for institutions to exchange, store and approve documents required to meet regulatory compliance needs in the onboarding and review processes. -
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Epicor Financials
Epicor Software
Epicor Financials gives businesses control and automation over all finance-related activities. Extend your team's capabilities with industry-leading add-on modules that digitize and automate your finance and accounting processes. Simplify reporting and decision making with robust business intelligence and financial planning and analysis tools. Modernize your system while staying current and secure in the cloud. -Drive financial and operational planning across the company -Connect to multiple data sources to reduce silos -Focus on automating workflows to gain efficiencies -Enhance collaboration within Finance and Accounting -Expand your business globallyStarting Price: $13/user monthly (SaaS) -
39
Clever Case
Clever Case
Clever Case is a law practice management software designed to help attorneys streamline their daily operations and improve productivity. It centralizes case-related data, including tasks, documents, time tracking, and client information, into one unified system. The platform simplifies time tracking with real-time recording and customizable billing workflows. Users can manage tasks, assign responsibilities, and track deadlines. Clever Case also offers integrated invoicing and payment processing to reduce administrative work. Its conflict check feature helps firms avoid potential legal conflicts efficiently. Overall, Clever Case enhances organization, efficiency, and profitability for legal practices.Starting Price: $39/month/user -
40
Xpanse Podium
Xpanse
Xpanse Podium is an intelligent order management and workflow automation platform built specifically for the mortgage and lending industry to streamline interactions between lenders and third-party service providers. It centralizes communications, data exchange, and operational workflows across the mortgage lifecycle, allowing organizations to manage and track orders such as title services, closing, appraisals, flood certifications, automated valuation models, and tax services in a single unified system. By acting as the operational hub for these activities, Podium provides end-to-end visibility into the loan pipeline and enables lenders to monitor progress, coordinate service providers, and ensure that tasks are completed efficiently. It integrates data across multiple systems and automates workflows so teams can reduce manual coordination and minimize operational delays. -
41
trail
trail
Trail ML is an AI governance copilot platform that helps organizations build trustworthy, compliant, and transparent AI systems by automating manual governance and documentation tasks. It centralizes AI registry, policy creation, risk management, automated documentation, development tracking, audit trails, and compliance workflows under one system, enabling teams to classify and manage all AI use cases, trace decisions from data and model to outcomes, and reduce the overhead of manual documentation and governance processes. It integrates governance frameworks and templates, supports creation of custom AI policies, and guides teams through identifying and mitigating risks, preparing for audits and standards like ISO 42001 and regulation such as the EU AI Act. Trail uses curated knowledge, risk libraries, and AI-powered automation to orchestrate governance tasks, translate regulatory requirements into actionable to-dos, and streamline collaboration between stakeholders. -
42
Case Master Pro
CMPOnline
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. -
43
LegistAI
LegistAI
LegistAI is an AI-powered operating system designed specifically for modern immigration law firms. It combines case management, document automation, and real-time legal research into a single platform. The system enables attorneys to auto-populate USCIS forms, manage RFEs, and generate drafts of support letters and briefs. An AI assistant allows users to chat with case files for summaries, timeline reviews, and strategic insights. The platform also includes a secure client portal that reduces administrative workload and improves communication. Real-time policy monitoring and legal research tools help firms stay updated on precedents and regulatory changes. With SOC 2 compliant infrastructure and advanced analytics, LegistAI helps immigration practices automate paperwork and focus on winning cases. -
44
Rox
Rox
Rox is an AI-powered revenue-operations platform designed to transform how enterprise sales teams engage with customers. The platform unifies fragmented data, such as CRM entries, call recordings, and transactional systems, into a central system of record, and layers on an “agent swarm” of always-on AI assistants that monitor accounts, surface risks and opportunities in real time, draft personalized outreach, and automate administrative tasks. Built to be warehouse-native, Rox connects directly to your existing data infrastructure, enriches it with external signals (like news, job postings, and financial updates), and delivers actionable insights via voice, chat, or workflow presentation. The system integrates with legacy tools and is focused on account-based revenue motions, helping sellers reclaim hours weekly, increase engagement by more than 30% and double sales-accepted pipeline in early customer cases.Starting Price: $50 per month -
45
Difitek
Difitek
Whichever finance service you provide, Difitek is the technology framework for you. Support from KYC and AML, moving funds, recording and reporting positions, to repayments, liquidity functions, and secondary markets. Digital offers a robust API-first platform suited for Fintech applications of any scale. Choose from Turnkey Solutions or the full suite of technical functions you need. Serverless Architecture with Bank Grade Security. You get a modern and bank-grade secure solution that is easy to use and manage, at 1/100th of traditional banking IT costs. We automate and streamline processes, substantially lowering the cost of operations and opening up radically new opportunities to build financial services. Difitek's serverless architecture is the cutting edge adoption of modern cloud computing. The Difitek API layer seamlessly interfaces with the client layer and the third-party API layer with functions being executed asynchronously between them. -
46
LexisNexis Trail Tracker
LexisNexis
LexisNexis® Trail Tracker™ enables investigators to plan a course of action for each investigation, identify activities needed, document investigations, create reminders and manage records. The workflow enablers include tracking cases by status, tracking referral tips, assigning claims to specific departments for review, assigning cases to investigators and managing investigator workloads. LexisNexis® Trail Tracker™ allows for tracking cases by status, tracking referral tips, assigning claims to specific departments for review, assigning cases to investigators and managing investigator workloads. Trail Tracker™ also gives Special Investigations Unit (SIU) management an effective tool to measure investigator progress on files, trace recoveries and savings, and create reports on unit activities. Increased efficiency and consistency as the result of using a single system for storing all information relevant to a case. -
47
Complyr
Complyr
Complyr is complaint management software built for regulated firms that need clearer workflows, stronger oversight and better complaint evidence. Designed by experienced complaint leaders, Complyr helps teams move away from spreadsheets, shared inboxes and manual workarounds. The platform supports structured complaint case management, configurable workflows, secure case portal communication, document uploads, audit trails, complaint reporting and management oversight. Teams can keep complaint history, messages, evidence, actions and decisions together in one case file, helping handlers work faster and leaders spot issues earlier. Complyr is designed for UK-regulated sectors including financial services, insurance, motor finance, and other businesses where complaints need to be handled fairly, consistently and with clear records. It helps teams manage FCA complaint handling with better visibility, stronger records and less manual admin.Starting Price: £147/mth/3 users/Standard Plan -
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Jocata GRID
Jocata Financial Advisory & Technology
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. Our technology platform, Jocata GRID, is a fast, adaptive digital ecosystem that handles millions of transactions per day, delivering solutions that drive business growth, streamline operations, provide risk-adjusted insights, and ensure regulatory compliance. Our configurable workflow engine brings all key operational stakeholders onto one unique virtual platform for efficient management and monitoring of business processes. From pulling in customer-related information from multiple sources like financial institutions, watchlists, statutory authorities, credit bureaus and social networks, to processing and analyzing it using the latest technologies, and finally, presenting it in the most convenient manner.Starting Price: $100,000 per feature per year -
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Moxx App
Moxx App
Moxx is a digital trial notebook designed to simplify case management and enhance collaboration for small- and medium-sized litigation teams. This platform allows users to organize and prepare for hearings, motions, mediations, arbitrations, and trials in one centralized space. Moxx enables the assignment, tracking, and prioritization of tasks to ensure that no part of a case is overlooked. With secure, permission-based access, teams can collaborate on case strategy, share documents, and streamline their workflow, ultimately improving efficiency and increasing the chances of winning cases. -
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Yodlee
Yodlee
Yodlee is a leading financial data intelligence platform that connects, enriches, and activates data to help financial institutions and innovators deliver smarter, more personalized customer experiences. With over 601 million connected accounts and 19,000+ data sources, Yodlee provides unmatched access and accuracy for digital banking, lending, wealth management, and payments. Its intelligent APIs and analytics tools enable real-time insights that drive customer engagement, growth, and loyalty. Backed by over 25 years of innovation, Yodlee powers some of the world’s top banks, fintechs, and financial platforms. From open finance to account verification and AI-driven insights, the platform transforms raw financial data into actionable intelligence. Simply put, Yodlee empowers organizations to connect data, activate insights, and drive sustainable growth.
