Alternatives to Continuous
Compare Continuous alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Continuous in 2026. Compare features, ratings, user reviews, pricing, and more from Continuous competitors and alternatives in order to make an informed decision for your business.
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LendingPad
LendingPad
LendingPad is a cloud-native, enterprise loan origination system (LOS) built to modernize mortgage lending for lenders, brokers, bankers and credit unions. Designed by mortgage professionals, the platform emphasizes speed, clarity and ease of use — helping teams close loans faster while delivering a superior borrower experience. The platform centralizes workflows, automates routine tasks and ensures compliance through a scalable, API-driven architecture. By reducing bottlenecks and simplifying task execution, LendingPad enables mortgage professionals to focus less on process management and more on serving borrowers. Its flexibility allows organizations of all sizes to adapt quickly to changing market conditions, regulatory requirements and evolving business models. -
2
Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
3
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. -
4
BitGo
BitGo
BitGo provides the most secure and scalable wallet solutions for the digital asset economy, offering regulated custody, staking and trading, and core infrastructure to investors and builders alike. BitGo is the leader in custody and security solutions. Founded in 2013, BitGo is the first digital asset company to focus exclusively on serving institutional clients. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets and established BitGo New York Trust in 2021. In 2022, BitGo launched institutional-grade DeFi, NFT and web3 services. BitGo also offers market leading trading, lending, and borrowing services and supports over 700 digital assets on its platform. BitGo provides the security and operational backbone for more than 1500 institutional clients in 50 countries, including many of the world’s top cryptocurrency exchanges and platforms. -
5
Alviere Hive
Alviere
Alviere’s embedded finance platform allows any organization to seamlessly integrate financial products and services into their existing offerings, and provide customers and partners with the most comprehensive embedded financial solution on the market. Alviere’s platform offers an extensive range of customizable branded products and services that include FDIC-insured virtual accounts and physical card issuing, payments, digital global money transfers, and crypto/web3 products, all through one API integration. Alviere is a fully licensed and regulated financial institution, and provides comprehensive compliance, risk management, fraud/AML montioring and security to ensure long-term program success.Starting Price: $0 -
6
Plaid
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.Starting Price: Free -
7
ABLE Platform
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: - Landing page - to attract new borrowers. - Borrower portal - to serve actual borrowers. - Self-service portal - to manage the whole enterprise activity. - Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. The platform automates the lending process throughout all the stages: - Initiation of omnichannel application - Consolidation and restructuring of debts - Negotiation with customers - Application decision-making - Personalized offers - Automation of the loan disbursement ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc -
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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. -
9
Instant Bank Verification
MicroBilt
Instant Bank Verification provides real-time, user-permissioned financial data aggregation and verification designed for lenders. What you can do with IBV? Verify users’ identities and reduce fraud. Verify real-time account balances. Understand income and verify employment. Access detailed transaction history. Verify borrowers’ assets straight from the source. 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. Ideal for retail loan origination, short term lending, auto financing, property rental, and more. IBV is powered by an easy to integrate web portal that can be added directly to your existing website or a fully documented API. To better understand how IBV works, check out the demo on our website. -
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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. -
11
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. -
12
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. -
13
Saris
Saris
Saris AI is an AI workflow agent platform purpose-built for banks and credit unions, designed to automate multi-step lending, compliance, and operational workflows while keeping teams in control through secure, compliant, and auditable processes. Its multi-turn AI agents handle intricate back-office work that is typically manual, repetitive, resource-intensive, and difficult for traditional RPA tools to manage. It helps financial institutions streamline backend operations across lending, deposit operations, services, collections, risk, and compliance, allowing skilled employees to spend less time on tedious operational tasks and more time serving members, customers, and communities. Saris integrates directly into existing cores and loan origination systems, so banks and credit unions can automate workflows without ripping and replacing their current infrastructure. -
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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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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. -
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Finastra
Finastra
Finastra is a global fintech and software provider delivering mission-critical solutions for financial institutions across lending, payments, and banking operations. The platform is designed to help banks, lenders, and financial organizations modernize their infrastructure while maintaining high levels of security and reliability. It offers a comprehensive suite of products, including loan servicing, financial messaging, and core banking systems. Finastra’s solutions are built with open APIs, enabling institutions to quickly adapt to changing market demands and integrate new technologies. The company supports over 7,000 financial institutions worldwide, including many of the world’s top banks. Its tools streamline processes such as loan documentation, payment processing, and customer data management. Finastra emphasizes innovation through digital transformation, helping organizations improve efficiency and customer experience. -
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Lentra
Lentra
A future where errors and inaccuracies are eliminated using cutting-edge AI, go-to-market is faster and simpler, and customer acquisition is accelerated with tailored lending products and elevated experiences; this future is here, and it’s called Lentra. Lentra is a new-age domain-native platform built from the ground up. It is designed and developed to tick all boxes on the wish list of any financial institution. Ready-to-use with rapid deployment and curated journeys. Microservices architecture with customizable customer journeys. No CapEx with pay-per-user/transaction SaaS model. Always-on, with dedicated data centers. In-built industry-grade secure infrastructure. API-driven for quick 3 rd party integrations. Horizontal scaling to keep pace with growth. From personal loans to credit cards, including giving the ability to transform merchants into cross-sell agents, Lentra has a solution that covers the entire spectrum of a financial institution’s lending needs. -
18
The Bancorp
The Bancorp
Bancorp has been providing nonbank companies with the people, processes and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners’ businesses into the future. The Bancorp is the essential partner to help you build, maintain and grow your business. The Bancorp does more than just enable our clients’ payments innovation. We create lasting partnerships with a future-focused approach to technology and services. As a result, we don’t “settle” for solutions that are possible today. Instead, we look to evolving technologies to create more advanced, scalable and nimble services. Today and every day, we work to continuously transform the payments landscape. The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies. -
19
CaseHUB
Quinte Financial Technologies Inc
CaseHUB is an enterprise case management platform from Quinte Financial Technologies designed to help banks, credit unions, CUSOs, and fintech organizations manage high-accountability case workflows in a centralized system. The platform replaces fragmented tools and manual processes by providing policy-controlled workflows, structured documentation, regulatory timelines, and centralized audit trails for financial institutions. CaseHUB enables teams to manage cases with real-time visibility into ownership, SLAs, compliance checkpoints, and operational outcomes while reducing risk and improving accountability. The platform embeds automation orchestration and standardized workflows directly into daily operations to support more efficient case execution and examiner readiness. ServiceDESK, an embedded feature within CaseHUB, enhances workflow automation, operational insight, and user adoption by supporting service and performance management inside the platform.Starting Price: $10000 -
20
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. -
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Loquat
Loquat Inc
Loquat Inc. is a fintech innovator enabling banks and credit unions to offer smart consumer and business banking to their customers and members. The platform provides seamless KYC/KYB, fast onboarding; virtual cards; automated lending; an integrated portal for fraud detection, compliance monitoring, workflows, and analytics (CALM); a proprietary Loquat IQ – AI solution utilizing FI data for strategic insights with interactive chat and continuous learning to enhance performance. Loquat meets the highest standards for security, compliance, and operations and is SOC 2 Type 2 certified. Cloud-agnostic platform integrates seamlessly via API and has a modular architecture to adapt to each institution’s needs Loquat products: 1) Business Account opening, Cards & payments, and Lending for SMBs and enterprises 2) Consumer Account opening, Cards & payments, and Lending for retail customers 3) CALM Portal: Real-time compliance and analytics portal 4) Loquat IQ – differentiated AI solutionStarting Price: $50/month/by usage -
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Clear Street
Clear Street
Old infrastructure makes markets difficult and expensive to access. We started with prime brokerage, an industry that has struggled to see any real innovation in decades. Our tech-first platform has redefined what it means to work with a prime broker - improving access, speed, and service for our clients. We want to continue that change across all capital markets, for every type of investor - institutions, active traders, market-makers, and fintech apps. Our scalable prime brokerage platform provides optimal clearing and custody solutions for market participants, without limitations on firm size, return profile, or strategy. We give you access to clean data so you can make more informed decisions, faster. Our proprietary securities lending and funding platforms have allowed us to build extensive distribution channels to support the liquidity needs of our clients and borrower counterparties. -
23
timveroOS
timveroOS
An end-to-end loan management software for digital lenders with a stunning level of SDK-powered flexibility and robust analytics on top of that. It offers a cutting-edge lending solution for banks that integrates all processes into a single workflow to easily build, limitlessly customize, and continuously scale lending business. Our software for loan management is equipped with an advanced AI-powered analytics framework to enable banks to create better risk models, underwriting strategies, products, and marketing campaigns, in a fast and fully controlled way. The data layer includes 90+ ready-to-use data providers and allows new connections in a matter of minutes. These analytics tools and in-built financial engineering/cashflow engine allow lenders to make 12x faster executive business decisions and increase profits per loan by 13% on an annual basis. Enhance banking efficiency by running profound analytics on top of automated operations.Starting Price: 2500 -
24
Method
Method
Embed loan repayment, data, balance transfers and automation - all through a single API. Method allows developers to engage with their users’ debts with our debt-agnostic solution. Lower lending risk and increase revenue by engaging directly with your users' debts. Method connects to all student loan, credit card, auto loan, mortgage, and utility bill merchants out there. Method's APIs don't break and the users never have to re-authenticate. Method handles compliance requirements, identity verification, and bank partnerships so you can focus on building. Initiate payments to any of a user's liabilities. Settlement in as little as a couple of minutes. Instantly retrieve all their liabilities - no credentials required. Method will return real-time data for all liabilities for a user. Attract top talent and retain employees by addressing one of their top concerns: financial wellness.Starting Price: $2,000 per month -
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FinStack
FinStack
FinStack is a one stop solution for any company to become a fintech powerhouse! Launch products around lending, investments or PPI wallets while partnering with the best Financial Institutes of the country at the click of a few buttons! No engineers needed. With FinStack you can: - Integrate or create any API, data source, custom forms and LMS. - Build borrower facing journeys and workflows for any loan product. - Configuring underwriting policies through a powerful BRE. - Use our powerful Loan Origination System to source loans (Secured or unsecured). FinStack is already used by multiple NBFCs and FinTechs. -
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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. -
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IRALOGIX
IRALOGIX
IRALOGIX is a cloud-native, fully digital, white-labeled IRA (Individual Retirement Account) management platform designed to help financial institutions, wealth managers, advisors, and workplace retirement partners modernize, automate, and scale their retirement-related services. It streamlines complex IRA administration by automating tasks like account setup, trading, ongoing maintenance, compliance, and data handling, reducing manual work and operational risk while enabling consistent governance and oversight at scale. It provides institutional-quality investment access for all IRA types regardless of account size, integrates with professional money-management tools such as Morningstar Retirement Manager for personalized portfolio services, and supports features like voluntary and auto rollovers to retain assets and enhance investor engagement. -
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Lending Manager
CloudMaven, Inc
Lending Manager is an AI-powered loan origination and servicing solution designed to simplify the lending process for lenders, brokers, and financial institutions. Built on the robust Salesforce platform, it automates application intake, underwriting, risk assessment, and compliance. With over 175 API integrations and seamless third-party connections, it enables fast, secure, and data-driven lending decisions. Reduce manual effort, cut costs, and enhance borrower experience—all in one place.Starting Price: $75/month/user -
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MeridianLink Consulting
MeridianLink
MeridianLink® Consulting provides financial institutions with expert guidance, proven frameworks, and tailored support to optimize MeridianLink® product performance and continuously improve operations. By aligning strategy to your unique needs, our team helps you implement technology solutions, streamline workflows, and leverage advanced analytics to make smarter, data-driven decisions. With MeridianLink Consulting, your institution can accelerate transformation, sustain improvements, and achieve measurable results that strengthen your bottom line and enhance consumer relationships. -
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Tuo
Tuo
Tuo is a Lending-as-a-Service (LaaS) platform that provides the essential infrastructure, workflows, and integrations needed to launch, manage, and scale digital lending products quickly without building complex backend systems from scratch. It centralizes and automates key lending functions, including underwriting, compliance management, loan servicing, risk modeling, and collections, so financial innovators and non-licensed lenders can focus on customer acquisition and growth rather than operational complexity. It connects with a network of financial institutions and trusted data providers to handle regulatory requirements and support real-time identity verification, credit reporting, and account data aggregation. Tuo’s customizable interface lets lenders tailor underwriting rules, risk profiles, borrower experiences, dashboards, and workflows to match unique business strategies while simplifying borrower interactions on web and mobile. -
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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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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. -
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Soft Pull Solutions
Soft Pull Solutions
Do you need to pull consumer credit reports? You can qualify your customers and pull credit with real-time access to the credit bureaus. This will help save time and money while making better lending decisions. If you work with a business, broker, or lender, and are in need of software to pull credit reports, Soft Pull Solutions offers a full range of verification services to make financing easy, safe, and predictable. Maintain full compliance with hard or soft credit pulls with access to the most reliable and accurate reporting information from the three most trusted credit bureaus. Make dependable financial decisions with integrated APIs, automated income checks, and credit reporting software anywhere, anytime. -
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Algebrik One
Algebrik AI
Algebrik One is the flagship, cloud-native digital lending platform and operating system developed by Algebrik AI. Rather than being just a standard Loan Origination System (LOS), it is built as a unified, intelligent ecosystem designed specifically for credit unions, community banks, and auto lenders. Its main purpose is to replace fragmented, legacy underwriting tools with a single, end-to-end continuous workflow powered by Agentic AI. Algebrik One unifies the lending lifecycle into 5 key modules: • Digital Account Opening (DAO): Fast, 3-minute onboarding with AI identity verification. • Omnichannel POS: Smooth borrower application flow across mobile, web, and branch. • Lender’s Cockpit: A single LOS dashboard that automates routing and streamlines funding. • AI Decision Engine: No-code machine learning tool for instant credit risk scoring. • Portfolio Analytics: Predictive monitoring to flag early delinquency signals. -
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NayaOne
NayaOne
NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. NayaOne stands as your gateway to financial technology, offering a unique Sandbox as a Service platform that empowers institutions to innovate, build, and test digital solutions with unmatched speed and security. Seamlessly connecting new technologies with existing banking systems often presents significant technical challenges. Adopting new technologies comes with the need to maintain the utmost standards of data security and regulatory compliance. Growing the business in innovative ways is riddled with risks and the majority of the changes require technology from a third party. -
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Lenvi
Lenvi
Lenvi is a cloud-based lending platform designed to help financial institutions manage and optimize the full lifecycle of lending, from loan origination and servicing to collections, risk management, and compliance within a single, integrated system. It provides highly configurable, end-to-end solutions that enable lenders to deliver fast, frictionless borrowing experiences through intelligent workflows, data transparency, and customizable tools that evolve with business needs. It supports multiple lending products, including auto finance, mortgages, and invoice factoring, while integrating capabilities such as credit analysis, document management, payment processing, and reporting to streamline operations and improve efficiency. Lenvi’s technology automates repetitive tasks, reduces manual effort, and ensures accounting accuracy, allowing organizations to scale operations and handle high transaction volumes while maintaining compliance with regulatory requirements. -
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Capitolis
Capitolis
Our SaaS products and solutions allow financial institutions to seamlessly identify optimization opportunities and execute in collaboration with other market participants. Using advanced workflow technology and proprietary algorithms to analyze and execute portfolio optimization with counterparties, we enable firms to: By identifying offsetting trades to eliminate positions you can free-up capital without affecting risk, by moving positions to institutions that may be better placed to hold them, you can open up your credit lines, by creating positions that are more capital efficient, you can access capital from the broadest sources available. Our SaaS products and solutions change everything. Empower everyone. Reimagine how the capital markets operate. -
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LendingLink
LendingLink
Quickly analyze commercial real estate loan requests using your institution's real time pricing matrix maintained in LendingLink. Your Sales Team can easily size multiple commercial real estate loan products based on your institution's real time guidelines. Management can configure triggers for loan pricing exceptions so any commercial real estate loan that does not fit within the institution's base guidelines requires approval. LendingLink is an enterprise commercial real estate software company with products focused on maximizing transparency, efficiency and productivity for banks and credit unions that lend and manage portfolios of multifamily and commercial real estate. Our system is built on the most current technology available and is hosted in the cloud with Microsoft Azure. We maintain strict security controls with all of our client's data stored in separate instances. -
39
Rogo
Rogo AI
Empower your firm with generative AI tools designed for finance. Rogo combines cutting-edge LLMs with deep financial services knowledge, allowing you to create the perfect AI platform for your team. Conduct research, make data-driven decisions, and produce smarter materials in minutes, not days. Work with an AI tool that has financial services in its DNA. Rogo’s proprietary financial AI adapts to understand the language and data of your firm. Rogo searches analyzes, and cites across millions of documents, including your proprietary internal content and our extensive library, saving you hours of manual digging. Rogo is the secure, enterprise AI platform purpose-built for elite financial institutions, helping you save time, unlock insights, and automate workflows. Use a suite of productivity tools to supercharge your work. Spend less time on manual tasks, let your junior team members focus on higher-value work, and empower executives to answer their own questions. -
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Financial Oxygen
Financial Oxygen
State-of-the-art, cloud-based portal that allows a financial institution’s corporate clients to easily and quickly view cash balances across multiple subsidiaries and currencies and then to deploy those balances into a variety of cash-equivalent investments, such as money funds and time deposits. G-CLIP allows clients not only to place their excess cash into permitted investments, but also to understand their risk exposures utilizing an intuitive analytics package. FO2 has designed G-CLIP based on extensive knowledge of client needs, product fundamentals, regulatory requirements and market experience, thus providing key bank clients with improved liquidity and increased transparency in one easy-to-use liquidity portal. FO2’s G-CLIP can be deployed on its own as a turn-key portal or can link to additional FO2 modules that can enhance the client’s experience as well as the financial institution’s capabilities and ROI. -
41
Fiserv
Fiserv
Consumers and businesses are redefining how they want to interact with their financial institutions and the types of services they want to access – making an institution's geographic footprint less important and its ability to connect with consumers and businesses on their own terms mission critical. Fiserv helps businesses find innovative solutions that manage costs, protect and grow revenue, and mitigate risks associated with the payment process – while attracting and growing their customer relationships. Today’s environment has forced financial institutions to reevaluate how digital channels and real-time payments can be used to deliver the experiences consumers expect. Whether your customers are paying people or businesses, in person, online or by mobile, Fiserv solutions allow you to maximize the potential of electronic payment processing. -
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Hapax
Hapax
Hapax is a purpose-built, native AI platform designed specifically for banks and credit unions, transforming how financial institutions access knowledge, execute workflows, and operate in highly regulated environments. Unlike generic AI tools layered onto legacy systems, Hapax is built from the ground up as a single-tenant solution that integrates directly with an institution’s internal data, documentation, and processes, creating a fully customized “Intelligence Core” unique to each organization. It leverages over a decade of proprietary financial data, including thousands of documents, conversations, and regulatory materials, to deliver accurate, context-aware insights and responses tailored to industry requirements. It combines generative AI with multi-agent workflows capable of automating complex, institution-specific operations such as compliance validation, fraud detection, policy creation, and decision support, while maintaining strict governance and auditability.Starting Price: $2.50 per credit -
43
Finflux
M2P Fintech
Accelerate loan origination, Effectively underwrite & Collect on-time. Finflux serves a wide berth of financial institutions ranging from very traditional joint liability model (JLG) to Non-banking Financial Companies (NBFC) to Universal Banks and Neo entrants. Each of them are unique in their own right but unified by one underlying lending technology. We have undertaken a multitude of measures to mitigate the pandemic ramifications. Be it, our own staff welfare, remote working for us and clients, business continuity, support across the globe through enhanced communication channels, and support for regulatory / apex body guidelines on opting-in, moratoria regimes. Finflux serves a wide berth of financial institutions ranging from very traditional joint liability model (JLG) to Non-banking Financial Companies (NBFC) to Universal Banks and Neo entrants. Each of them are unique in their own right but unified by one underlying lending technology. -
44
Claude for Financial Services
Anthropic
Claude for Financial Services transforms institutional finance by combining advanced AI with deep financial data infrastructure and enterprise‑grade security into a single, unified intelligence layer. The Financial Analysis Solution connects essential data sources, such as S&P Global, Daloopa, and internal systems, in one interface, with every data point linking directly to its original source for instant verification and full transparency. Its privacy‑first design ensures that, by default, your inputs and outputs will not be used to train underlying models, while guided onboarding and MCP‑based connectors streamline deployment across banking, insurance, asset management, and fintech environments. Native workflows and agentic search capabilities enable teams to manage demanding financial workloads at scale, instantly checking information across multiple sources to reduce errors and execute complex analyses in minutes rather than hours. -
45
ezbob
ezbob
ezbob provides a proprietary Core Lending Platform designed to help financial institutions modernize and scale their lending operations without replacing their existing infrastructure. It enables banks and lenders to build modular financial products on top of their current systems, accelerating the development and launch of new lending offerings while reducing time and cost. It is built as an open, cloud-based solution that integrates seamlessly with core banking systems, supporting digital transformation and migration to more automated, scalable services. ezbob emphasizes automation across the lending lifecycle, including digital onboarding, real-time credit assessment, and decision-making powered by configurable rules and data models. Its system incorporates flexible decision engines, third-party data integrations, and a comprehensive servicing portal, allowing institutions to adapt products quickly to new markets, customers, and regulatory environments. -
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Parafin
Parafin
Parafin supplies the crucial connective fabric that makes financial services robust and enduring. We take on sourcing, underwriting, origination, servicing, compliance and risk, and more. It starts with our superior underwriting. Our sophisticated machine learning models uses data from millions of businesses across all industries and verticals to determine offer eligibility and terms and optimize merchant experience. We created a sleek, white-labeled UI that embeds seamlessly into your existing platform experience. We take on risk and ensure that our products are compliant with various government regulations. We navigate the complexity of capital markets on your behalf. By partnering with best-in-class financial institutions, like Jefferies and Silicon Valley Bank, we always have a reliable flow of funds to support your merchants. We supply more than a framework. Our out-of-the-box solution provides an end-to-end financial services program. -
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Bud
Bud
Maximize engagement and empower consumers with actionable insights, targeted messaging and personalized product offers for improved conversion. Our GenAI-powered customer data platform allows anyone in your organization to perform advanced data analytics for marketing, segmentation and customer base monitoring. AI-powered transactional data insights to provide the true picture of applicants’ financial position for credit assessments and lending lifecycle management solutions. We’ve processed more than 50 billion transactions and our AI core keeps learning. Our market-leading categorization is extremely hard to beat. Our first connection success rate of 98.2% and 99.99% up-time SLA guarantees a reliable experience for your customers so you can focus on growth. -
48
Obsidian SmartDocs
Obsidian Suite
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster. -
49
Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
50
Wolters Kluwer Wiz
Wolters Kluwer Legal & Regulatory US
CRA compliance has become a major undertaking, consuming endless hours of staff time and management attention. It’s hard to know how your lending performance will look to examiners. You may not even have the necessary information to demonstrate your institution’s real performance level. Our CRA and HMDA solutions allow you to proactively implement processes and controls. With technology, outsourcing, consulting or a combination of all three, you can build a cost-effective CRA program that matches the strategic plan of the institution, ensures lending throughout the community, and meets regulatory expectations. Managing fair lending compliance across your entire organization is a daunting task. It requires thorough monitoring of diverse loan portfolios and third-party loan originators for CRA, HMDA, ECOA and FHA violations. If you don't have a comprehensive fair lending program in place, you're risking serious consequences.
