OmniConnect Integrations

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

ThreatAdvice Educate - Looking for an efficient and effective cybersecurity online training platform for your employees? ThreatAdvice Educate uses video-based micro-learning courses to arm your employees with the cybersecurity knowledge they need to protect your organization. Our comprehensive employee education platform includes phishing simulations, quizzes, gamification, policies and procedures, audit reporting, external scans and more. Did you know that over 90% of all enterprise cyber breaches occur because of an unsuspecting employee not being prepared in the basic steps of cybersecurity? Employees may be the biggest threat to your cybersecurity, but they can also be your most effective means of thwarting an attack. ThreatAdvice Educate provides cyber security training for employees that brings the necessary cybersecurity knowledge and skills to help you avoid a cyber-attack and protect valuable company data, and also provides regular phishing tests.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Grow your traffic, convert leads, and prove ROI with HubSpot Marketing Hub. An all-in-one inbound marketing software, HubSpot offers the tools that brands and marketing professionals need to build and launch effective campaigns that help their business get noticed. This includes search engine optimization (SEO), writing blogs & creating web content (CMS), leveraging social media like Facebook, LinkedIn & Twitter, and more. With Marketing Hub, we’ll help your team grow traffic, convert leads, and track your entire funnel in one place. Drag and drop your way to polished landing pages and email templates. Quickly publish blog posts that establish you as an authority on any subject and help you get found online. And you’ll be ready for visitors from any device because your content is responsive right out of the box. Get real-time SEO suggestions, and create a content strategy that adapts to the way modern search works. And much, much more.

Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

Increase customer loyalty and drive up revenue with cloud-based CRM systems and tools from Sage. CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle. If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service. Cloud CRM systems provide a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage.

Customer service software that builds organization and efficiency into your customer service team. Start providing better customer service right now with Service Hub. Service Hub™ has all the tools you need to delight customers at scale. You’ll give them an extraordinary and efficient experience with your company, help them help themselves, and build a base of happy customers who advocate for your business. Deliver organized customer service that gives efficient help and complete answers. Customers don’t care about the internal structure of your company. They just want help. When your teams are cut off from each other, you create friction and confusion for your customers. With the tools in Service Hub™, you can finally build a frictionless customer experience. This starts with the Conversations inbox, which brings all your communication channels — email inboxes, live chat, forms, Facebook messenger, and more — together into one universal inbox.

Say “hello” to a faster, more efficient loan process. The industry’s leading LOS for mortgage brokers, Point covers the complete origination process from initial application to closing. Know what you’re going to pay with no hidden fees or contract required. Ensure consistency with templates to standardize borrower files, loan programs, closing costs, and more. Capture, create, and save pre-application data for prequalifying prospective borrowers. Strengthen your relationships with borrowers via marketing tools such as open house flyers, loan comparisons, and pre-approval letters. More than 200 vendor partners are integrated into Point, providing credit reporting, appraisal, and asset verification services, product pricing and eligibility, closing documents, compliance services, and more. Click a button and a connection is automatically made for you, so you can quickly exchange data with hundreds of service providers.

Sage Business Cloud Accounting empowers small businesses. Free yourself from admin with clever, easy features, built around you. Get powerful features on your computer, tablet, and phone, whenever you need them. Lighten the workload - your team and accountant work on real-time data. No experience necessary! We add new features all the time, to make running your business easier. We keep on top of the latest legislation for you. With bank-level security and no need for backups, peace of mind comes as standard. If you need help with Accounting, contact our support team via web chat. Take care of invoicing on the road, banking at the office, and your cash flow from home. Works with PCs, Macs, iOS, and Android. Data entry, reconciliation, reporting, accounting, and sales tax—be safe in the knowledge that you're always compliant. A powerful cloud accounting solution with invoicing and cash flow management.

Power your website with a CMS that makes it easy to grow better. Developers build using flexible themes and content structures. Marketers easily edit and create pages on their own. Customers get a personalized, secure experience. With CMS Hub, everyone wins. The content management system you need to easily create and manage website pages personalized for different visitors - and optimized for devices and conversions. Rely on developers as much or as little as you'd like. Easily see how you can improve your site and take action, all in one place with the SEO recommendations home screen. Use one of HubSpot's pre-built website themes with the option for custom development. Build a cohesive site without worrying about mismatched designs, logos, or navigations. Easily manage multiple language domains and optimize each one for SEO. Allow users to toggle between languages. Update and create pages without a developer's help or custom code. Publishing changes on the fly has never been easier.

Temenos Transact is the most successful and widely used digital core-banking solution in the world. Using cloud native and agnostic technology, Temenos Transact provides the most extensive and richest set of banking functionality across retail, corporate, treasury, wealth and payments with over 1000 banks in 150+ countries relying on it to provide market leading and innovative products and services to their customers. Innovate in minutes and launch products in days using core banking SaaS. Temenos Transact can be accessed in The Temenos Banking Cloud, bringing together the world’s favorite banking services, an innovation sandbox, and a rich fintech marketplace. Build with everyone's banking system. We give developers the tools and reference materials they need to build, test and publish new banking products and services. Prepare for launch with our GTM framework, support resources and sandbox access.

Unlock critical sales and service insights with Salesforce Einstein Analytics, a feature-rich data visualization and self-service Business Intelligence (BI) software. Formerly known as Salesforce Analytics Cloud, Einstein Analytics is an end-to-end solution that taps the power of Artificial Intelligence (AI) to help business users analyze billions of data combinations across sales, service, marketing, and more. This enables businesses to make smarter decisions fast.

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

Connect to shoppers anytime, anywhere with our B2C ecommerce solution. See how Salesforce B2C Commerce can help you create unified, intelligent digital commerce experiences — both online and in the store. Salesforce B2C Commerce (formerly Commerce Cloud Digital) empowers you to connect with consumers and deliver personalized shopping experiences across all commerce channels — web, mobile, social, and even in-store. This powerful platform enables unique digital experiences and frictionless transactions at every touchpoint. Launch new sites, expand into new geographies, increase sales, and grow your business faster with hundreds of out-of-the-box features. Reduce abandoned carts with proven best practices, including saved carts, optimized checkout flows, and payment accelerators. Extend your reach by merging digital commerce with social channels and online communities, such as Instagram and Facebook.

ProcessMaker is an open source business process management (BPM) and workflow management software solution. Featuring an intuitive and user-friendly drag-and-drop interface, ProcessMaker allows users to improve efficiency as they build, run, report, and optimize their business processes. For a highly efficient, production-ready, and multi-language compatible BPM platform, turn to ProcessMaker. Core features include Rest API, responsive form designer, basic dashboards, output document builder, user portals and cases inbox, user management, among others.

Formerly known as Sage Master Builder, Sage 100 Contractor is an industry-specific, fully integrated construction management solution for small to midsized contractors. With Sage 100 Contractor, companies get access to critical, end-to-end business and project information. The solution features a customizable user dashboard, a project work center, as well as accounting, estimating, project scheduling and management, job costing and service management tools. Sage 100 Contractor helps manage critical business operations efficiently. Get easy access to critical job cost and project details with an intuitive solution built for contractors. Get instant access to project status with customizable dashboards and industry-specific reports. Simplify processes with integrated estimating and export budgets, proposals, subcontracts, and purchase orders instantly. Get in touch with our construction experts to discuss challenges and opportunities on how to optimize for forward growth.

Build customer journeys on a powerful digital experience platform. Create secure websites, portals, and apps with connected data — fast. Discover the experience platform that drives customer relationships and revenue. Pre-built apps. Drag-and-drop tools. Low-code web tools to help you grow. Empower your team to quickly iterate and build secure, engaging digital experiences with prebuilt apps and low-code web tools. Deliver personalized content with connected data and AI-driven processes. Build stronger relationships with a single source of truth. Unite your teams and give your customers a clear path forward. Deliver seamless journeys across sales, service, marketing, commerce, and more. Help customers find answers themselves, on their own terms and time frame. Whether you need a knowledge base, a self-service portal, or a forum, we’ve got you covered.

Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance.

Defi SOLUTIONS offers an intuitive and innovative Loan Origination Software (LOS) that enables lenders of all sizes meet client and business needs. A fully web-based, scalable, and reliable solution, defi SOLUTIONS LOS has everything lenders need to streamline processes, from app entry to booking and funding, plus the ability to adjust rules and processes on demand.

Made for commercial banks and commercial lenders, BankPoint seamlessly overlays your core banking system with a simple, user-friendly solution that will dramatically improve and simplify the way your institution operates. Learn why forward-thinking financial institutions are adopting BankPoint to improve areas including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and more.

Whether you close 50 loans per month or 5,000, our LOS and its native mobile app allow your Loan Officers to enhance efficiencies and reduce costs. With OpenClose, you’ll open smarter and close faster! The OpenClose LOS, LenderAssist™, solves the challenges banks, credit unions and mortgage lenders have with today’s other commercially available loan origination systems. The result? More and more banks, credit unions and mortgage lenders are turning to OpenClose than ever before. OpenClose understands that you operate your mortgage business in a profit-pinched, regulatory-intense environment and that you need a mortgage LOS that helps you address these challenges and surpass expected ROI. That’s why we designed our software as a 100% browser-based, end-to-end, omnichannel solution that:

The most powerful platform for enterprise legal management. Passport legal spend, matter management, and insurance claims defense applications connect every part of your legal ecosystem, so you can better control your costs, streamline your workflows, and get total visibility to everything that matters to your business. Passport applications can be deployed individually or seamlessly combined to deliver a unified solution for managing legal and risk-related data across the enterprise. With its flexible, open, and integrated technology platform, you can easily connect different systems and processes on a single, secure, and collaborative framework. Passport® Office Companion lets you complete day-to-day legal workflows in the Microsoft programs you use the most, accelerating productivity and simplifying document collaboration.

SimpleNexus is a homeownership platform uniting the people, systems, and stages of the mortgage process into a seamless end-to-end solution. SimpleNexus supports your mortgage production model and enhances your existing workflows through industry-leading integrations for increased operational efficiency. With one login, we streamline each stage of the mortgage transaction into a streamlined, single-platform experience. SimpleNexus is the leading digital mortgage platform for loan officers, borrowers and real estate agents. The best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents from anywhere, allowing all parties to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing and send pre-approvals — all on the go.

The Salesforce Platform empowers developers to quickly build and deploy trusted cloud applications that are rock solid, secure, and scalable without worrying about hardware provisioning or application stacks. To get started immediately, the Platform delivers out-of-the-box tools and services to automate your business processes, integrate with external applications, provide responsive layouts and more.

Work together in real time inside Salesforce. Reimagine sales and service with templated best practices, built-in collaboration, and real-time alerts. Now it’s easy to work together as you work apart. Sales teams can sell — and close more deals — from anywhere. Service teams can serve customers better and resolve cases quicker from anywhere. And whether in the office, on the road, or at the kitchen table, you can share and discuss activity right within Salesforce. Capture all of your data, processes, and conversations inside Sales Cloud so that it’s not scattered across email, chat apps, and files. Give your teams space inside Salesforce to work together on plans, discuss records, and analyze reports. Whenever you open Salesforce, you’ll find embedded documents and spreadsheets right there connected to your data. Use templates to scale key business processes — like account plans and close plans — to get teams on the same page for your customers.

Solve all the construction and property management challenges your company faces with Sage 300 Construction and Real Estate. Formerly Sage Timberline Office, Sage 300 is the market leader in end-to-end construction and property management software. It provides construction and real estate firms with the most comprehensive solution for managing the entire project or property lifecycle. The solution covers risk management for subcontractors and vendors, accounting, operations, and procurement processes.

Automate & scale your lending business with our CRM, loan origination & servicing software. A modern borrower experience with online, mobile friendly portals, customized workflows & paperless origination. Integrate our quick & full app web forms on your site to fast track submissions & accurately collect required docs. Keep your entire team, including brokers, borrowers & 3rd parties updated in real time on the loan status. Our platform sits 100% on AWS & is aligned with SOC 2, ISO 27001, & PCI compliance. We encrypt, secure & back up your data & documents for life. Customizable dashboard and pipeline. Email marketing with drip campaigns. Lead tagging & referral source tracking. Assign leads & deals to loan officers or processors. LendingWise LOS software is flexible & pre-built for Fix & Flip, Rental, CRE Bridge/Perm, SBA loans or can be customized for almost any loan product.

Solutions for Financial Risk Management from Fiserv support asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk. Every balance sheet is exposed to risk. Since financial services professionals do not have psychic powers, you must evaluate multiple balance sheet structures under alternative interest rate scenarios. Why? Financial institutions need to understand how much risk exposure is embedded in their balance sheet. Certain balance sheet compositions perform better in rising rate environments, and others in falling rate environments. Whether you choose to actively assume financial risk for income opportunities or minimize financial risk by immunizing it, you must be able to assess the embedded amount of risk in your balance sheet. This allows your organization to adjust and/or control the risk to suit business goals and plans.

Bringing all your lines of business (including lending, deposit, mortgage, and IRA), integration to your Core plus your necessary business-to-business (b2b) interfaces like a flood, credit bureau, HMDA, e-signature, and MORE into one solution! ComplianceOne® is a highly configurable loan origination solution and loan processing system that provides you with access to a wide range of features that you can choose and activate when your business needs them. No more wondering if your document’s contents pass the compliance test. Let ComplianceOne works its’ magic using our industry-leading content engine, Expere®, while you focus on your client. 5 of the top 10 and 60% of the top 30 U.S. banks are using our Expere compliance content! Have complementing services at your fingertips! Key services and B2B interfaces, like credit bureau, identity verifications, flood pulls, HOEPA, CRA/HMDA reporting, E-Signatures and more!

CCH® SureTax® Platform, meet your sales tax obligations with accuracy and efficiency. With the CCH SureTax platform, you’re prepared. We know sales tax is challenging. That’s why there’s CCH SureTax. Not every business is the same. When you’re looking for sales tax software that does more to meet the particular needs of your business, look to CCH SureTax from Wolters Kluwer. The CCH SureTax platform delivers the trusted tax content, solutions and expertise you need conveniently through one platform with a seamless workflow focused on productivity. End-to-end sales and use tax automation helps increase productivity. Data flows seamlessly from your transactions between platform modules, removing manual data processes. Process automation allows for set-it-and-forget-it functionality. Cloud deployment for maintenance-free operation. Tax research data and functionality supports demanding calculations. Built from the ground-up for audit defense to reduce your total cost of compliance.

Developed with extensive input from customers and an industry-wide panel of experts, Legal-X is a web-based solution that helps organizations control their legal spend. Offered as a SaaS-based solution, Legal-X helps organizations control legal spend by validating invoice data to determine whether submitted rates and expenses are conforming to pre-determined billing guidelines. In addition to e-billing, Legal-X also offers powerful on-board reporting functionality that addresses your every data need, including monitoring and compliance, operational and executive and vendor and performance analytics. This, combined with Advanced Auditing tools, Web Services, highly productive dashboard widgets and a new Claims Case Module, is why Legal-X is chosen more than any other spend management solution in the industry.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. We excel at driving business forward with a unique blend of cutting-edge technology, effortless integration and a commitment to authentic partnerships defined by our customer-first culture. Our cloud-based core banking solution simplifies bank operations and provides the foundation for everything you do, from onboarding and servicing loans to processing withdrawals and deposits. As a competitive and growing financial institution, your bank needs a reliable, efficient and integrated core bank processing platform. CSI’s core processing solution is automated, integrated and cloud-based, allowing you and your staff to focus on the business of banking, while we focus on functionality, compliance and security.

Commercial Servicer® is a user-friendly software solution that provides complete automation and seamless dataflow for commercial loan servicing for complex structured loans (e.g., commercial real estate, multi-family, construction, and equipment). Commercial Servicer® offers a feature-rich platform that gives you the flexibility to efficiently service virtually any complex structured loan, including commercial real estate, multi-family, equipment, and construction loans. Commercial Servicer® allows recording, tracking, and monitoring of the detailed information necessary for efficient asset management and collateral tracking. Unlimited collateral types and properties are easily stored within the system, and numerous built-in reports provide guidance for superior asset management. Commercial Servicer® makes payment processing fast, easy and accurate. System tools allow easy posting for many types of payments and fees.

Working with the wrong vendor for your loan origination or servicing software is not an option – especially if they’re your current provider. You need to know that your vendor will lower your risk, lower your fees, and ensure seamless integration between systems. We understand the frustration with the current software options on the market. We believe every lender should have all the tools they need to be successful and serve their customers well. That’s why we founded MortgageFlex. For the last 40 years, we have been providing flexible solutions for banks that perfectly meet their need for loan origination and servicing software, with a 100% guarantee of no data loss during implementation, lower service fees, and zero data access fees.

Mortgage Servicer® is a user-friendly software solution that automates residential servicing operations, including payment processing, investor reporting, escrow administration, custodial accounting, imaging, report writing and more! Flexibility is critical for loan servicers when posting complex financial transactions. With that in mind, FICS® has created the most comprehensive set of tools allowing easy posting for many types of payments and fees. Mortgage Servicer® has the solution to make payment processing fast, easy and accurate. Mortgage Servicer® users experience the highest level of escrow administration automation found in any servicing system. Previously hard to automate odd due dates and unequal frequency due dates are easily accommodated in Mortgage Servicer®. Mortgage Servicer® provides you with the most comprehensive and flexible investor accounting tools available. You can establish hundreds of investor reporting groups with associated security holders or participants.

All-in-one business management software. Over 40,000 customers across 150 countries and a variety of industries trust Sage 300 to manage their finances, operations and inventory—for a fraction of the cost of traditional ERP software. Manage multiple locations across multiple regions, languages, and currencies. Connect, analyze, and report on multiple business units, subsidiaries, companies and countries within your organization. Reduce the complexities of running multi-entities. Centralize your processes and manage your accounting, inventory, operations, distribution, and more from a single application. The best-in-class, cloud-enabled financial tools for companies with multiple entities and multiple locations. It features a multi-currency, multi-lingual interface. Manage transactions throughout the sales cycle, and automate your purchase order procedures directly in Sage 300. Manage contractor and subcontractor time and expenses and add stakeholders.

CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm.

CCH Company Secretarial efficiently manage your client’s statutory requirements. A comprehensive cloud solution for managing all your company secretarial requirements. CCH Company Secretarial software make the entire company secretarial process as quick and efficient as possible – from preparing and filing confirmation statements to resignations and new appointments. Upload a company’s details directly from Companies House eliminating the need to re-key data. User access rights can be set for each individual member of staff. No restriction on the number of users. The browser-based interface and logical arrangement of functions makes it easy to add and maintain all information. Get access anywhere, anytime using desktop or mobile devices, including tablets. The secure cloud library holds signed minutes and other company documents. Any company that you form through our corporate secretary software will automatically be added to the Companies House database.

Are you ready to move beyond simple accounting software? Sage 100 can help manage your discrete manufacturing, wholesale distribution, and professional service processes. Sage 100 is built for security and compliance. Deep customizability means that it can meet your needs today and as you grow. And because it’s cloud-connected, you maintain control of your system while still leveraging the fundamental benefits of the cloud. Sage 100 is more powerful than accounting software, and more nimble than traditional ERP. Tear down data silos, decrease errors, and throw away those spreadsheets. Manage all your business processes in one place so you can spend less time on process, and more time on growth. Granular security and comprehensive audit tracking mean you are at decreased risk of fraud. With Sage 100 you have the tools you need to comply with changing legislation and the requirements of your industry.

Fusion Essence, Finastra core banking solutions create the foundation for your bank’s digital future. You’ll be able to build your own products and processes independently, so your core banking systems become agile and can evolve over time. And you can design new products and services in minutes with the powerful product composer. The solution can also be integrated with our Fusion Islamic banking solution and Islamic profit distribution supplementary products. Fusion Essence delivers the highest level of automation and straight-through processing, providing the operational capabilities to drive growth. Pre-integrated with Finastra digital platform and Finastra Digital channels, it uses in-built analytics to help you understand your customers better, be predictive and meet their demands for a personalized, relevant, engaging experience by quickly offering compelling products and services through their preferred channels.

Our complete solution for digital transformation. From actionable insights to faster onboarding, Digital Banking IQ is the leading intelligent engagement platform for banking and payments. Unify data sources across your organization and deliver actionable insights that are based on a deep understanding of your customers’ needs. A cloud-native platform with embedded intelligence, Digital Banking IQ is built on a microservices modular architecture specifically designed for banking. Explore the platform technology to learn more. Supports a multitude of services including remote deposit capture, business billpay, seamless sign-on and more. Enables a faster payments ecosystem with real-time payments, same-day ACH and embedded fraud protection.

Automated real-time access to financial information. In today’s digital world, having access to financial information is a demand from the modern banking customer. FIS’ telephone banking solutions and software enable your financial institution to provide convenient access to financial information anytime, anywhere. Designed with a series of intuitive menus with customized implementations, our phone banking ensures the best possible experience for your customers. FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help our clients run, grow and achieve more for their business. FIS is at the heart of the commerce and financial transactions that power the world’s economy. We are passionate about helping businesses and communities thrive by advancing the way the world pays, banks and invests, serving more than 20,000 clients and more than one million merchant locations.

Brighter financial futures within easy reach. Explore the leading digital lending platform for mortgages and consumer banking. Easily visualize key engagement metrics with pre-built reports, make informed decisions about process change with granular data, and share meaningful insights across your organization. Improve conversion and customer satisfaction with seamless lending experiences across digital, phone, and in-branch channels. Free loan officers to focus more of their time on finding new customers and serving as trusted advisors. Automate manual steps to eliminate delayed approvals and ensure timely closings, so you can handle more loans. Deliver seamless customer journeys that drive growth, increase productivity, and deepen customer relationships. Leverage a vast community of technology, data, and service providers to deliver seamless customer journeys. Tap into the power of our extensive ecosystem.

The latest Sage 500 release includes accounts payable enhancements, credit card processing, and general updates, as well as updates to the solution's modules. Drive productivity and efficiency with powerful, fully integrated core financial accounting software. Sage 500 delivers a strong suite of tightly integrated, GAAP-compliant accounting and financial modules, easily customizable to the way you do business. Sage 500 ERP provides distribution and supply chain management that helps you minimize carrying costs while ensuring sufficient product availability. Automated supply chain and warehouse management processes integrate solidly with demand forecasting to maximize inventory control and profits. Sage 500 delivers scalable manufacturing capabilities to meet the needs of light assembly through advanced manufacturing, all in a tightly integrated suite of modules. These modules address the common concerns of costing, workflow, material tracking, and supply and demand.

Most existing core banking systems were built in the 1970s, so their ability to integrate with emerging technologies can be cumbersome. New core vendors have yet to prove themselves in scope or reliability. Meanwhile, consumers expect products and services that fit continually changing wants and needs. Fusion Phoenix is the core choice. It is a modern core built entirely on Microsoft technology. That’s important because it means that as new technologies emerge, Fusion Phoenix can integrate with them with its progressive open API architecture. This allows financial institutions to take advantage of trends and opportunities quickly and more efficiently. Fusion Phoenix is for community banks and credit unions who are thinking about tomorrow, as well as today.

Take effective actions with targeted, concise large business insights. Transform your business data into actionable insights with accurate and detailed large business intelligence. Sage Enterprise Intelligence gives business users, managers, and executives the power to analyze and create business reports, dashboards or views on their own and specific to their job—with no special expertise required. It offers intuitive viewing through a web interface, mobile devices, or through an Excel-based interface. Benefit from fast access to information, whenever and wherever you are. Reduce the time you take to collect and prepare reporting, and get to your decisions faster using a large library of reporting templates. Cut through the noise with easy-to-use analysis tools and focus on the most important areas of your business. Business intelligence provides a compelling presentation of data that gives a clear picture across the whole organization.

Build a complete view of your customers and deliver the seamless experiences they expect. Build unified profiles, surface customer information, and integrate your data — all on one platform. Connect your data sources to a central hub for secure data exchange. Make connections between apps and Salesforce orgs, so data flows across all your clouds. Enable your systems to recognize every customer with a single, reconciled customer profile. Empower data stewards to comply with regulatory policy. Offer seamless customer experiences when you surface contact profile and customer data from multiple orgs. Deliver personalized engagement across all your clouds with a unified customer profile.

Your financial institution and risk profile are unique, and you deserve a powerful anti-money laundering software that matches that. BAM+ adjusts to your specific needs to better detect, manage, and resolve suspicious financial activity. Don’t settle for out of the box. Think bigger. Risk profiles are like fingerprints in that no two are the same. BAM+ is configurable to your institution’s unique customers, risk profile, tolerance levels, location, and needs. You'll benefit from better detection and faster resolution of the truly suspicious activity in your institution. All the financial crime-fighting power you need in one platform. Our anti-money laundering software allows you to streamline, manage, and report on everything in your program from one location. With BAM+, you get end-to-end case management, scenario analysis, fraud, OFAC and watchlist screening, front-line reporting of questionable activity,

Formerly Salesforce DMP, Audience Studio can help you gain deep insights by unifying and capturing your data to strengthen customer relationships across every touchpoint with a powerful data management platform. Combine all of your data from any source to deliver more personalized marketing experiences. Unleash the power of the only DMP that captures, stores, and unifies data that goes beyond advertising. Use machine learning and artificial intelligence to define and reach your target audience more efficiently and effectively. Use a powerful device graph to understand a customer’s unique footprint across all touchpoints, and deliver personalized, relevant messages in the perfect moment. Unify disparate data sources to get a deeper understanding of your target audience. Respond to new data signals and sources to identify new audiences. Use AI to analyze billions of data signals across all customer attributes and actions to develop new target audiences.

An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI.