Alternatives to ConsumerDirect
Compare ConsumerDirect alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ConsumerDirect in 2026. Compare features, ratings, user reviews, pricing, and more from ConsumerDirect competitors and alternatives in order to make an informed decision for your business.
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1
Collect!
Comtech Systems
Collect! is a highly configurable debt collection software serving collection agencies, debt buyers, law firms, government, healthcare providers, educational institutions, property managers and other creditors. Collect! offers good value for startups and full functionality for large agencies. Built for flexibility, Collect! offers configurability and features to enable users to automate and track contacts and payments, manage judgments, manage sales, communicate from the system, create payment plans, report to bureaus and manage month-end reporting. Importantly, configurations and customizations remain available through updates, upgrades, and moving to larger editions. Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, reporting dashboard, HIPAA and SOC 2. -
2
InterProse ACE
InterProse
InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. -
3
Lariat Collections Platform
Lariat
Lariat is a 21st century collections platform - it's web based, secure and scalable. With intuitive and modern interfaces that increase productivity and reduce Lariat connects all parties in the collections process on a single platform: Creditors - Lariat's marketing grade client portal simplifies client relationships by providing reporting and transparency while protecting against 3rd party disclosures. Debtors - debtors can easily make real time payments or set up their own payment plans through an anonymous payment payment screen or register for a secure portal capable of sharing sensitive information. Collectors - the core of any collections platform is the collections interface. and that's why Lariat spent years researching and reinventing them. Sales and Client Services - Lariat includes a fully integrated sales CRM specifically designed for the collections industry.Starting Price: $150.00/month/user -
4
TurnKey Lender
TurnKey Lender
TurnKey Lender is a one-stop lending infrastructure used by creditors in 50+ countries to automate all elements of their operations. The platform enables lenders to profitably grow their business while cutting operational costs and risks. It's a powerful AI-driven SaaS that automates over 90% of all lending processes and gives both B2C and B2B lenders a competitive edge. TurnKey Lender Platform has several pre-configured solutions packages including Commercial, Consumer, Pay Later, Auto, Mortgage, Leasing, Factoring. Built in constant collaboration with lenders worldwide, TurnKey Lender is the ultimate solution that answers real-life digital lending challenges in a sophisticated manner. -
5
ti3.co
Captira Analytical
ti3.co is a digital debt collection platform designed to help debtors and creditors find mutually beneficial solutions for overdue payments. It uses mobile communication tools like SMS and email to connect debtors and creditors directly, facilitating settlement offers, payment plans, and instant discounts. The platform automates follow-ups and payment reminders, reducing manual collection efforts and improving cash flow for businesses. Debtors can create custom payment plans, and payments go directly from debtor to creditor with no middlemen involved. ti3.co integrates with accounting tools like QuickBooks and supports major payment gateways such as Stripe and PayPal. It serves small businesses to large enterprises aiming to streamline internal collections and resolve outstanding accounts efficiently.Starting Price: $49 per month -
6
PANHospitality
PANHospitality
PANHospitality contains a full accounting module that is set up to prevent user error and post all sales and rates automatically to the correct ledger accounts when they are used. We also have complete debtor / guest and creditor control with multiple reports available to suit every need. Multi-currency bank accounts, creditors and sales enables the users to provide full management accounts directly from the system. Other features include, but are not limited to a state of the art trial balance, automated VAT report, bank reconciliations, budgets and much more. -
7
Tratta
Tratta
Tratta is a modern debt collection software platform that helps agencies, law firms, and original creditors recover more with less friction. Built for compliance, speed, and consumer satisfaction, Tratta offers a secure, cloud-based solution that integrates easily into existing systems. Features like a self-service portal, multilingual IVR, and omnichannel communication give consumers more control over payments—reducing costs and increasing engagement. With customizable campaigns, embedded payments, and real-time analytics, Tratta makes it easy to launch fast and improve results. Whether you're collecting on auto loans, healthcare, or student debt, Tratta provides a unified platform to streamline collections, drive revenue, and stay ahead of regulations. Certified by leading industry organizations, Tratta is trusted by high-volume creditors nationwide.Starting Price: $500/month -
8
January
January
January sets a new standard for humanized debt collection. Our tech-enabled platform improves recovery rates and sets creditors and borrowers up for success. Creditors using January recover more than the national average. Automated compliance safeguards protect against reputational and legal risk. Borrowers can resolve outstanding debts on their own terms. Most collection agencies rely on memory, not systems, to follow countless rules, regulations, and client policies. We offer a comprehensive solution that automatically enforces jurisdiction-level requirements to mitigate risk and adapt to an ever-changing regulatory landscape. Our borrower-focused digital strategy and competitive contingency fee structure allows January to generally outperform competitors on both gross and net recovery rates for our clients. -
9
LegalRaasta
LegalRaasta Technologies
Private Limited Company registration is the most popular form of a “legal structure” for all businesses in India. A private limited company can have a minimum of two members and a maximum of fifty members. The directors of a private limited company have limited liability to their creditors and Banks/Creditors are allowed to sell only the assets of the company (when there is a scenario of default). The creditors do not have the authority to sell the personal assets of directors. Do ensure that your company is registered, for starting a company in India. The private limited company registration process is very important, as it provides authenticity to your proposed business structure. Though you need to make sure that you have all the required “Private limited company registration documents”. The liabilities of its shareholders become limited when they can raise outside funding in an easy manner. -
10
Aryza Advize
Aryza
Aryza Advize, software built for the debt management industry Debt Management Software to automate your business. A suite of tools for case management, customer onboarding and creditor engagement. Automate your business with a suite of tools for case management, customer onboarding and creditor engagement. Our award-winning debt management software is idea for companies in the debt & insolvency industry and beyond, including brokers, lenders, financial advisors, introducers, lead providers and more. Arrange your demo today to learn how we can help you streamline your collection processes and efficiently manage your cases. Our fully-featured software caters for different types of businesses in credit, collections and debt sectors.Starting Price: $350.00/month -
11
NuDebt
Selas Technologies
Debt Management Suite NuDebt is a complete system for the Debt Relief Industry. It handles business processes from marketing, negotiations, contracting, payment processing and client retention. We also offer easy auto-calculations and complex payment scheduling. NuDebt supports Debt Relief verticals, including Debt Settlement, Student Loan, and Legal Firms (with financial verticals). Our solution takes the force.com platform to a new level providing the ability to handle all of these verticals business processes from marketing, sales, negotiations, contracting, payment processing, customer service, and client retention. Advanced programming has been developed within the system offering automatic calculations, and complex payment scheduling. Add-ons are available offering additional storage, direct document scanning, phone integration, e-contract/e-signatures, web portals for consumers, attorney, creditors, and accounting software to continue streamlining process efficiency.Starting Price: $107.50 per user/per month -
12
PayStream
Applied Innovation
ClientAccessWeb is the foundation and access point for our integrated data platforms. Clients can connect to everything necessary to monitor secure and organized account-level data, dashboards, secure client and inter-departmental messaging, reports, and tasks between creditors and outsourced receivables management vendors Users enjoy seamless integration with the PayStream and Papyrus platforms with customized user access and permissions. The platform provides flexible customization to meet a wide variety of client needs. Color schemes, logos, and branding are customizable throughout the interface so users can ensure clear brand identity and representation. -
13
MyFundAccounting.Online
Data Developments
MyFundAccounting.Online is a double entry fund accounting package, designed to manage the accounts for churches and charities as required by the Charity Commission. It has a selection of pre-designed account structures for various different denominations and organizations throughout the UK, based on both Receipts and Payments and Pre-payments and Accruals systems. MyFundAccounting.Online easily handles funds, budgets, cost centers, standing orders, debtors and creditors, journal entry transactions and bank reconciliation. It has a large variety of reports including an in-depth and customizable transaction listings report, Balance sheet report, SOFA report, Statement of Asset and Liabilities report, budget reports, cost centre reports and much more. Create unlimited funds and nominal accounts, including income and expenditure codes, current assets, fixed assets and liabilities. Robust audit system maintained.Starting Price: $249.98 per license -
14
Bizprac
Bizprac Software
The builders using Bizprac construction estimating software discovered that job estimations are done faster and more effectively. Bizprac construction job software allows you to easily manage projects from estimate to invoice and gives you the job status and resource levels in real-time. Bizprac’s construction job costing software is fully integrated which means that at a click of a button you can compare your project budget against your project actuals. Bizprac’s construction job costing software is fully integrated which means that at a click of a button you can compare your project budget against your project actuals. View actual costs vs budgets for each job in real-time. Creditor PO automatically extracts all materials. Job tracked in the same cost center format as estimate. Bill of materials contains the supplier codes and descriptions. Produce contract variations. Lock Creditor PO to invoice. -
15
Validis
Validis
Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major cloud and on-premise accounting software package of your customer. We then extract, standardise and deliver you their accounting data in real-time. Everything from debtors, creditors, P&L, balance sheet and more, all made available to you through a simple, clear interface or a single, intelligent API. The Validis platform maps the data from the accounting software into a standardised chart of accounts; meaning that every customer’s data will be in a consistent format for underwriters, relationship managers, analysts & decision makers. We build all the key, insightful financial reports, and ratios for you and ensure they are consistently formatted, dramatically improving your speed of review and credit decisioning. -
16
CreditorWatch Collect
CreditorWatch Collect
We work with businesses all over the world, freeing them from the drudge of chasing overdue accounts, helping them improve cash flow and provide better customer service. Business owners are faced with a constant lack of time, cash, and resources. This hinders their true passion, the reason that they started their business. They are bogged down having to manage debtors, invoices and banks, and constantly chasing cashflow. This creates financial and emotional stress. Utilizing a unique combination of smart technology and the human touch, CreditorWatch Collect (formerly Debtor Daddy) helps businesses get invoices paid, allowing them to get back to what they love. Caring about our customers and our team is at the of what we do. That’s why we have a top team of professionals from a diverse range of backgrounds, who take the time to understand and support our clients and their businesses.Starting Price: $89 AUD per month -
17
Autosoft
Autosoft
Streamline the running of your workshop so you can focus on happier customers, Autosoft handles all the day-to-day workshop management tasks simply and effectively. From Booking, to Job through invoicing, Autosoft ensures you in control. Sophisticated, yet simple-to-use parts inventory management will ensure you've got the right part in stock, and ensure you maximize your gross profit on sales. Take control of your workshop and ensure the best possible use of every opportunity with simple to use customer communications. Whether it’s reminding a client of a service, or ensuring a follow-up check, Autosoft handles this with ease. From simple bookkeeping to sophisticated financial reporting, Autosoft can do as much or as little as you like. From banking, debtors, creditors, full general ledger and payroll, Autosoft’s complete, integrated system, can handle all your needs. -
18
Pamar Collection System
Pamar Systems
Our premier debt collection software product designed especially for collection agencies, first party creditors, accounts receivables, master servicing agents and debt buyers. A full featured product engineered to manage the entire collection process for charge-off or write-off accounts. Delivering the information you need and the results you want. With Pamar Collections you'll work more accounts and collect more money! -
19
DebtKit
Zeavo
Designed to ensure compliance to the most exacting standards of the Financial Conduct Authority Regime for Consumer Credit; DebtKit provides your company with total end-to-end debt management, IVA, and insolvency software solution. Join a growing list of DM companies switching to DebtKit and see for yourself how it gives you the freedom to run a profitable, competitive debt management business. The Financial Conduct Authority places huge, additional compliance and reporting requirements onto all DM companies. WebKit was designed with compliance at its very core making it effortless for your company to comply from advisory to aftersales. WebKit has control at its very heart, from overall system security to ensuring all your advisors follow an impartial and compliant advisory to the tracking of all interactions with introducers, creditors, and customers, we have everything covered.Starting Price: $450.00/month -
20
Credit Admiral
Credit Admiral Software
We believe we have a superior credit repair software platform running an expert system that will get you better results for your clients! This is a credit repair software package that will manage your entire business at a modest price. Our software does it all from managing the prospects with a CRM system to complete workflow management with credit bureau letters and creditor letters. One issue that often plagues credit repair companies is clients who owe you money. Our automated billing module really helps with managing those problem-paying clients. Our software uses the highest security protocols and is hosted on high-bandwidth solid-state drive servers. Our software was developed by credit repair professionals for credit repair professionals. It’s not just a slogan – it’s our history.Starting Price: $199 per month -
21
IQ Accounting+
IQ Retail
Save time, reduce administrative costs and gain better control over your business processes. Take advantage of your business environment’s opportunities with the very best from the IQ range of software with more than just a normal financial package. IQ Accounting+ is a broad-based financial and functional system that utilizes the latest business trends and best practices to place those vital controls in your business that you deem necessary. (Accounts receivable) debtors, returned goods, (accounts payable) creditors, general ledger, inventory (stock), cashbook, invoicing, SQL report writer (embedded), credit notes, DBISAM SQL database (global award winning, embedded). -
22
IQ Enterprise
IQ Retail
A broad-based financial and functional solution that offers multiple branch centralization and stock synchronization. For the big players who need national and international branch control over a fully integrated solution, IQ Enterprise offers the best in financial functionality. This solution allows for the complete franchise and multi-branch ledger, debtors, creditors, and inventory integration, while hyper-advanced GL consolidation gets handled for you, leaving you free to take care of business. This fully global solution gives you an edge in the global market, with up-to-date forex revaluations in accounts payable and receivable, while the customized reporting functionality gives you continual access and control. Accounts receivable (debtors), accounts payable (creditors), inventory (stock), point of sale, laybys, job cards, quotes, purchase orders, sales orders, bill of quantities, report writer, spreadsheet, contract pricing, user-definable menu shortcuts. -
23
Clairilis
Clairilis
Our industry-leading platform, designed for complex legal documents, liberates lawyers from inefficient drafting. The differentiator for banking and finance documentation. Clarilis has been automating complex suites of banking and finance documents for years, including facilities agreements of all types, security packs, legal opinions, and inter-creditor agreements. We combine the best-in-class tech with an experienced, lawyer-led managed service. We automate complex document suites, not one document at a time, the benefits are game-changing. Our experienced PSL-led team manages the design, implementation, delivery, and ongoing maintenance of automation projects, all within a fixed license fee. Deep automation delivers a transformational impact on efficiency, margin, performance, and lawyer well-being, for each and every client. Our intelligent drafting platform provides lawyers with a deeper level of automation than previously seen in the market. -
24
FABRIX Software
DDNC
FABRIX is a garment computer system developed specifically for importers, manufacturers, wholesalers, and distributors of garments, textiles and footwear. Fabrix is totally integrated with all the modules, including General Ledger. Key modules include: Sales Order Entry, Invoicing and Picking, Raw Material Management, Purchase Ordering, Production, MRP Planning, Resource Planning, Scanning, Sales Analysis, Corporate Wardrobe, Dye Control, Style Master/Bill of Materials, Tender/Quote, Customer Management, Debtors, Creditors, Fixed Assets, Payroll, General Ledger, Importing, Electronic Order Capture (Email and Web), Catalogue, Head OfficeRetail, Imaging. -
25
Vertican
Vertican Technologies
We develop solutions for our Clients to help them achieve higher levels of efficiency and automation so that they can be compliant, competitive, and profitable. We are a solutions-focused team of engineers dedicated to our client’s success. We are the Vertican Family. Feature-rich case management software designed for collection attorneys, agencies, debt buyers, and creditors. A robust media management platform designed to streamline and automate any office. Go paperless today! Software designed to promote, track and communicate all aspects of compliance. An advanced set of EDIs, ETLs tool sets, data warehouse and analytics for round trip data communication. Automatically exports Diary records from your Queue. Imports them into your MS Outlook calendar. Calendar reminder with date and time of all Queues along with various claim information. Schedule Automated EDI Import/Export Routines. -
26
BankruptcyControl
Bankruptcy & Litigation Technology
Bankruptcy Control is a web application designed for creditors, collection agencies, debt buyers and their attorneys to service loans involved in bankruptcy. The application is rich with features designed to permit the user to perform most functions without leaving the application thus saving time and having a complete record of everything related to an account. Reporting, metrics and compliance are easy and thorough. The application is designed to automate much of the file set up, document processing, payment monitoring, and managing of staff and counsel. Robust reporting tools give the user whatever information is needed by all. Cases may be entered into the application with little effort and many labor-saving tools and algorithms (tables, calculations, valuations, etc.) help save time and errors. -
27
Practice Manager Pro
Legal Interact
Practice Manager Pro is a cloud-hosted practice management and accounting system designed to help medium to large law firms run a profitable and compliant legal operation. It goes beyond traditional practice management by combining open-item billing with full integrated accounting, creditors management, real-time financial dashboards, automated invoicing, bank statement imports, timesheets, work-in-progress (WIP) billing, matter and document management, and compliance-ready reporting into a single platform. Practice Manager Pro delivers financial visibility and operational control with features such as Outlook integration and support for legal-specific workflows, enabling firms to manage every aspect of their business from billing and payments to compliance and time tracking. Practice Manager Pro is built for multi-user, multi-branch firms with options for cloud-hosted or on-premises deployments and local support.Starting Price: RZAR1200/per user/per month -
28
My Contacts Cloud
My Contacts Cloud
Would you like to access your contacts from any device? Quickly locate your clients from their profile, call them, send them a WhatsApp, email or SMS, visit their website, and open Google Maps. Anywhere, anytime. Clients and... Suppliers Sellers Creditors Debtors Employees Branches Shipping agencies Banks Organize your appointments and meetings in a planner with monthly, weekly, daily, and agenda list views. Register for each event the title, description, color, participants, location, web address, and attached files. Save the code or link to join the online meeting (Google Meet, Microsoft Teams, or Zoom). Easily drag and drop events. Very intuitive. Document management: Save the documents of each contact such as contracts, offers, reports, etc. In the cloud: Your data saved in the cloud for availability anytime. Multi-device: Access from any of your devices (computer, tablet, or smartphone) -
29
Cogent
AgreeYa Solutions
Cogent Collections is a debt collections and receivables management solution that helps organizations streamline and automate the entire collections lifecycle, from tracking past-due accounts to managing litigation and compliance. Built for law firms, debt collection agencies, creditors, and in-house receivables teams, the software centralizes case and account management, document generation and storage, automated workflows, calendar and docket tracking, and reporting and analytics to support decision-making and operational oversight. It includes a rules-based engine that enforces regulatory compliance with industry standards such as the Fair Debt Collection Practices Act and CFPB requirements while reducing manual tasks and errors. Cogent’s cloud-ready architecture supports anytime, anywhere access and can integrate with credit bureaus, dialers, payment systems, and other third-party tools to enhance automation and remote work flexibility. -
30
CenterPoint Depreciation
Red Wing Software
Maximize tax benefits by accurately depreciating your fixed assets. Ensure an accurate financial picture with the ability to view how fixed assets affect your financial statements. Handle trades and disposals of fixed assets, including sales by quantity (make asset dispositions by quantity). For example, buy ten of the same assets, and sell only one or more of the quantity. Easily set up client templates so you only enter common general ledger account numbers and categories once. Asset depreciation can be recorded, stored, and calculated for assistance with income tax returns and for help planning future asset purchases, Keep track of necessary information for your fixed assets such as serial number, creditor, service date and quantity. Standalone system, or integrates seamlessly with CenterPoint Accounting software. Management schedules for accrual reports. -
31
DATAROCKET
innoscale AG
DATAROCKET's innovative technology powers a slim integration with your IT landscape. DATAROCKET's intuitive user interface enables an easy operation and inclusion of all departments. DATAROCKET's smart licensing model is transparent and easy. One price – unlimited possibilities. DATAROCKET is our multi-domain master data management software that merges and cleans up your data. Simple operation and clear design ensure a sustainably improved data quality throughout your whole organization. With our solution, you can optimize your data management across all domains. Whether customer data, material data, creditor data or other master data, with DATAROCKET you can manage your data streams in a structured manner. The departments can easily set up their data quality rules in the data pipeline and thus perform data quality measurements for all existing databases in real time. The results are pushed to dynamic web reports. -
32
AdvantEdge
Accelerated Data Systems
AdvantEdgeTM, the software platform developed and by ADS, is extremely robust and is used in functions ranging from an in-depth CRM tool, to organizing government records, to a fully functioning debt buying software, to the most comprehensive accounts receivable software available. ADS molds AdvantEdgeTM around specific business models instead of businesses forming to AdvantEdgeTM; this means companies don’t have to change their business model to switch to our software. Out of the box, there are thousands of hours of functionality within the software, which are not charged per module. AdvantEdgeTM is available in a cloud-based system, however, it can also be self-hosted if the company have a SQL server in their network. Accelerated Data Systems® developed AdvantEdge Collection Software. AdvantEdge offers the most functionality and flexibility to the debt industry. Whether a first-party creditor, a collection agency or debt buyer, AdvantEdge will boost your bottom line. -
33
Latitude
Brightwell
Safeguard your brand and keep customers coming back with fast, secure payouts and refunds. Traditional refund methods such as paper checks are manual and time-consuming, disrupting the ability to resolve customer issues quickly. A recent Emplifi report indicates that over 80% of customers would abandon a brand after only two poor experiences, highlighting the need for seamless business-to-consumer payments. Quick and hassle-free refunds, reimbursements, and other owed payouts are essential to maintaining customer satisfaction and upholding your brand's reputation. Latitude is a leading-edge software solution designed to expedite complex refunds, corporate disbursements, reimbursements, and other payouts. Our innovative full-service workflow solution streamlines the entire B2C payments process and eliminates manual inefficiencies. This not only accelerates the refund experience but also offers significant cost advantages. -
34
IQ POS
IQ Retail
Our fully integrated solution has built-in flexibility to offer single or multi-site and single- or multi-terminal capability. IQ POS is an easy-to-use point of sale with the option of being fully integrated with IQ Business and IQ Enterprise, and offers you powerful functionality, including airtime, account and suspended sales, as well as shifts and cash-up reporting. Point of sale, inventory/stock, debtors, creditors, quotes, bill of quantities, job cards, purchase/sales orders, SQL report writer (embedded), DBISAM SQL database (global award winning, embedded), EFT integration, loyalty integration, SMS marketing. -
35
Spam Marshall
ITA Networks
Spam Marshall has kept Exchange servers spam-free since 2003, as hundreds of small and medium-sized businesses throughout the world have come to rely on Spam Marshall as their first line of defense in keeping corporate inboxes clean. Spam Marshall's proprietary Customs Rules Engine Technology (CuRE) is a leading-edge tool that prevents spam from infiltrating Exchange Servers on multiple fronts: SpamMarshall features include Real-time monitoring, Usage of content filters, Grey Listing, Anti Phishing, SPF Check, PTR Check, Incoming emails rate control, Domain type checks, Domain age check to name a few. Spa Marshall provides administrators with all the tools to customize filtering options. Spam Marshall is scalable, flexible and affordable and takes a few minutes to install. Licenses begin at only $749, and it runs seamlessly on Exchange 2000, 2003, 2007 and 2010 or any other SMTP Server. It is supported on Windows 2000, 2003, and 2008 and is available in both x386 and 64bit versions.Starting Price: $749 one-time payment -
36
Herbst Enterprise
Herbst Software
Herbst Enterprise is our premier and most comprehensive ERP/Business Management Software solution that provides medium-large sized businesses with the functionality to satisfy their requirements. This solution is an all-encompassing package that is interwoven with stock, dispatch, sales, procurement and all of the various interrelated business processes that dynamic organisations need to manage on a daily basis. The key advantage being the capability to delegate with control. Herbst Enterprise is our most customisable product offering, allowing for our complete set of modules with no restrictions. This is the most complete business management solution you will find on the market today. Herbst Software’s leading business management solution is designed for the growth SME sector and can be tailored to suit your specific business processes. Nominal, creditors and debtors ledgers, pricing management, order management, and finance management. -
37
Manual Bank Verification
MicroBilt
Manual Bank Verification (MBV) helps confirm banking information before initiating an ACH debit or when a lender is trying to determine the credit limit for an individual. Manual Bank Verification uses proprietary data from a vast network of financial institutions, small and community banks and credit unions. When requested, manual calls are added to provide the highest available level of verification of funds. MBV offers unlimited validation attempts without harming the consumer’s credit and is available at two levels of verification. Basic verification is available for batch processing or via a flexible API and does not require consumer authorization of participation with the bank. Data is usually returned within 24 hours of submission. MBV Premium evaluates the same data as MBV and then adds a direct, 3-way call between consumer, their financial institution and an MBV representative. -
38
Lynq by Agent IQ
Agent IQ
Agent IQ’s Lynq is an AI-powered relationship banking platform that helps financial institutions grow by deepening relationships beyond the branch. Lynq combines instant AI self-service with easy access to a dedicated banker, so account holders get fast answers and human help in one place. Features include asynchronous messaging, video chat, voice calling, co-browsing, and file exchange. AI assists staff with suggested replies, auto tagging, translation, and conversation summaries. Teams orchestrate outreach with role based routing, queues, SMS and push notifications, and proactive alerts. Leaders get analytics on topics, sentiment, and resolution times. Lynq integrates with digital banking providers and CRMs through APIs and webhooks. Security includes SOC 2, single tenant US hosting, and encryption in transit and at rest. Institutions tailor experiences for segments, branches, and lines of business. -
39
Finacle
EdgeVerve
Finacle is the industry-leading digital banking solution suite from EdgeVerve Systems, a wholly owned product subsidiary of Infosys. Finacle helps traditional and emerging financial institutions drive truly digital transformation to achieve frictionless customer experiences, larger ecosystem play, insights–driven interactions and ubiquitous automation. Today, banks in over 100 countries rely on Finacle to service more than a billion consumers and 1.3 billion accounts. To deliver solutions built on Better Technology, so that banks can unlock new possibilities and enrich the financial lives of their customers. To help banks Engage Better with their customers, employees, and partners so that they can drive purposeful growth. To empower banks to Innovate Better, to create new value, and be more competitive. To unlock ways to Operate Better, so that banks can reduce costs and be more sustainable.Starting Price: $500000 one-time payment -
40
Universa
Smart Solution
Universa combines industry best practices and cutting-edge technology to create an all encompassing system for your Credit Union, Bank, Trust or other financial organization. It is built upon the tried and tested capabilities of seasoned and mature banking platforms, and combined with the best practices in the Industry as well as the newest advances in technology, it has evolved into a leading-edge browser-based all-encompassing system. Universa has a core set of features and is also flexible in customizing features to fit your particular needs. Universa supports third party interfaces such as Automated Teller Machines (ATM) and Point of Sale (POS) interfaces. Credit bureaus, insurance companies and other institutions are supported as well. Expand the reach of the traditional bank or credit union by extending into alternative delivery channels. New technologies can increase efficiency, reduce operational costs and improve services for the customer. -
41
The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. nCino has supported hundreds of FIs on their modernization journeys by delivering a single platform for onboarding, origination, and account opening across multiple lines of business. Implementing the nCino Cloud Banking Platform modernizes the customer and internal stakeholder experience with automation and intelligence across commercial, small business and consumer banking, and home lending. nCino helps institutions provide a personalized digital experience over the course of end-to-end financial journeys for personal and business clients.
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42
PrecisionLender
Lender Performance Group
Our sales and negotiation software empowers commercial bankers with actionable insights and coaching, so they structure and price the best deals for the client and the bank. If bankers don’t use the software, nothing else matters. Our solution was built for relationship managers, to enable better client conversations. It gathers data without requiring time-consuming and redundant data entry. RMs know in the moment if each deal meets the terms of the bank and the client. RMs make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. They customize pricing assumptions and deal terms, compare options relative to the bank’s profitability targets and competitive offers. The result: profitable, winning deals that shape the relationship. Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data.Starting Price: $7600 per year -
43
MeridianLink Access
MeridianLink
MeridianLink® Access is a digital-first, highly configurable digital application software built to enhance loan and deposit account application processes. With customizable branding, flexible workflows, and self-service features, MeridianLink Access empowers the smooth application experience consumers expect and the results financial institutions need. On the front end, MeridianLink Access provides an intuitive application experience for consumers. Behind the scenes, it integrates seamlessly with online banking platforms, core banking systems, and MeridianLink’s loan and deposit account origination solutions. This connectivity empowers efficiency across financial institutions’ operations to help teams move faster, work smarter, and deliver better end-to-end experiences. -
44
Banno
Symitar
A few short years ago, financial institutions competed on interest rates. Today, you compete on convenience. Innovators like Amazon and Uber have changed consumer behavior and expectations. Consumers now expect intuitive, attractive, and engaging digital experiences. Financial institutions of all sizes must aggressively prepare to meet these demands, which means planning for and embracing the evolution of mobile banking into the channel-of-choice – especially among the 83 million tech-savvy millennials who judge businesses based on their digital offering. Will leverage a modern web browser to mirror the sophisticated functionality delivered by Banno Mobile for online banking users and to create a seamless digital ecosystem. This HTML5, responsive web app will provide identical functionality across both digital channels. Banno Online is currently available. -
45
AccessPay
AccessPay
AccessPay leads the way in payments operations excellence for finance and treasury teams. Our cloud-based platform seamlessly connects corporates to their banks, and in turn modernises banking operations processes, minimises the risk of fraud and error, enhances payments efficiency and optimises cash visibility. Thousands of organisations partnering with AccessPay integrate their ERPs to over 11,000 banks, domestically and internationally, automate their bank statement retrieval, and de-risk their payments operations through embedded security enhancements like Confirmation of Payee and Sanctions Screening. Headquartered in Manchester, UK, and established in 2012, AccessPay is a pioneering force in the banking industry, providing an unparalleled embedded banking experience and leading-edge solutions for its clients.Starting Price: £2,500 -
46
ModernFi
ModernFi
The modern deposit marketplace for banks. ModernFi seamlessly connects banks with excess deposits to banks that need funding to provide liquidity and revenue opportunities. ModernFi was founded to empower banks through technology. By creating an efficient interbank market, we allow banks to increase their operational efficiency. We put our talent and technology at the service of banks to help them prosper and better serve their surrounding communities. The work we do at ModernFi helps banks better serve their clients and improve the financial health of their communities. We’re working towards a future economy that’s more stable and inclusive. At ModernFi, we have deep respect for the banking system and are focused on advancing it. Our team has decades of experience in the financial sector, and we’re driven by an ambition to rethink the way banks interact with one another and their communities. -
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TCS BaNCS
Tata Consultancy Services
TCS BaNCS Digital is an enterprise wide solution that enables your bank customers the flexibility and convenience of managing their finances anywhere. The easily deployable and scalable solution caters to retail and corporate banking (focused on small and medium businesses (SMBs)), securities trading and wealth management. TCS BaNCS Digital includes a host of consumer and enterprise apps, coupled with social media and real-time analytics. The solution is based on a hybrid architecture and responsive web design. To support specific needs of financial institutions in its digital transformation, -
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ieDigital
ieDigital
The consumer relationship with banks is changing, and changing the requirements on every aspect of banking infrastructure. A digital-first approach is now common and it is leaving some institutions behind. At ieDigital, we know that this transformation is enabled by putting customers first. Our focus is on delivering better experiences for customers, delivering what banks need to be effective and focus on delivering the best value possible. Core banking platforms focus on accounts not customers. Single customer view is difficult to maintain as multiple core systems change. Product launch takes too long, core banking platform constrains product features. Legacy IT estate expensive to maintain and not moved to cloud. -
49
Edupac
Edupac
An overall integrated system with all the requirements in the administrative and evaluation section with complete document management. The Communication Portal establishes a communication channel between the parents, account holders, SGB members and the school. The Tswela Timetable is a web based system that is fully integrated with the Edupac System and includes detailed online help and videos. The GAAP approved fully integrated financial system includes a debit order, stock and asset module for ease of use. Create automatic accounts on learner enrolment. Direct, on-line receipting. Unlimited fee structures, allocations and invoicing models. Subsidies and discounts on fees. Unlimited transactional history. Detailed ledger; age analysis. Print / e-mail accounts ; sms account balances. Automatic reconciliation and receipting of debit order payments. Detailed ledger; creditor age analysis; payment advices. -
50
IQ Business
IQ Retail
Want to grow your business and leverage all the opportunities it can offer? Do more with IQ Business, a broad-based financial and functional solution that gives you total control over your business’s future. The IQ Business solution offers you everything you need to empower your business in the distributive and retail trades. This fully global solution gives you an edge in the global market, with up-to-date forex revaluations in accounts payable and receivable, while the customized reporting functionality gives you continual access and control. User Definable Menu Shortcuts. Report Server. Remote Wireless Stock Take. Integrated Airtime Sales. SMS and Email Marketing. Extended Debtors/Creditors/Ledger allocations. Extra and External GRV charges. Custom and Seasonal Ordering Formulas. Auto Ordering in Purchase orders.
