Alternatives to Saris

Compare Saris alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Saris in 2026. Compare features, ratings, user reviews, pricing, and more from Saris competitors and alternatives in order to make an informed decision for your business.

  • 1
    LendingPad

    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.
    Compare vs. Saris View Software
    Visit Website
  • 2
    Banker's Dashboard
    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.
    Partner badge
    Compare vs. Saris View Software
    Visit Website
  • 3
    Finicity

    Finicity

    Mastercard

    Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.
  • 4
    Boss Insights

    Boss Insights

    Boss Insights

    Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.
  • 5
    Uptiq

    Uptiq

    Uptiq

    Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement.
  • 6
    interface.ai

    interface.ai

    interface.ai

    interface.ai delivers advanced conversational AI solutions designed specifically for credit unions and community banks. Its Voice AI agents handle up to 60% of calls from day one, providing natural 24/7 support while cutting operational costs. With Chat AI, banks can extend personalized, in-branch-style assistance online and through mobile channels, enhancing accessibility for members. Employee AI empowers frontline staff with instant answers, backend automation, and personalized guidance, boosting productivity and accuracy. Fraud Prevention AI adds another layer of protection with multi-point caller ID forensics and real-time analysis to block fraud attempts without disrupting the customer experience. Trusted by more than 100 institutions, interface.ai drives growth, efficiency, and satisfaction across banking operations.
  • 7
    SettlementOne

    SettlementOne

    SettlementOne

    For over 20 years, SettlementOne has been a nationally recognized leader providing credit and data verification solutions to U.S. banks, mortgage lenders, mortgage brokers and credit unions nationwide. SettlementOne provides innovative, fully compliant web-based platforms that help mitigate risk, while improving operational efficiency and streamlining the lending process. Established in 1999, SettlementOne is one of the nation’s largest suppliers of mortgage data, providing financial institutions and consumers with secure, efficient and cost-effective solutions that streamline the mortgage origination and lending process. Contact us for more information on how we can help your business. Assessing a borrower’s creditworthiness is built on quick and accurate data analysis from all three bureaus. Experian, TransUnion and Equifax. SettlementOne’s credit report solutions provide easy-to-read report formats that go well beyond the FICO scores alone.
  • 8
    FINBOA

    FINBOA

    FINBOA

    Streamline Reg E Dispute management using process automation, compliant letters, digital signatures and reduce dispute processing time by 90%. Streamline CIP, CDD and Loan exception management with automated deadline alerts, eLists and compliant letters to reduce correction processing time. FINBOA helps banks and credit unions transform the back-office to optimize operational efficiency, compliance accuracy and customer experience, while reducing costs and reputational risk. With an end-to-end cloud-based automation platform and a portfolio of quick to implement, easy-to-use, cost-effective and proven workflow solutions, FINBOA puts process automation within reach.
  • 9
    Continuous

    Continuous

    Continuous

    Built exclusively for banks and credit unions, Continuous’s intelligent automation platform unifies automation, document intelligence, and identity-security across core operations so institutions can scale without bolstering headcount. Serving over 1,600 financial institutions, supporting more than 120 million accounts and $5 trillion in assets, it connects systems, people, and processes to replace error-prone workflows with purpose-built automation that enables faster lending, audit-ready compliance, real-time IT operations, and secure access controls. With more than 300 integrations, it automates lending from intake to funding, streamlines regulatory compliance and identity provisioning, and handles high-volume operations behind the scenes so institutions can focus on serving their communities, not repetitive back-office work. See how Continuous can evolve with your needs, reduce complexity, and power the impact you make every day.
  • 10
    Union | platform

    Union | platform

    Union Financial Technologies

    Union | platform provides a digital core which supports smart automation, innovation and transformation. Modules including client records, messaging, deal management, payments, accounting and reporting allow you to manage critical business processes. Agile architecture which is open to API, customizable and Cloud hosted allows you to deliver effective operations. Union | platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core provides fully integrated front-to-back infrastructure upon which financial services can be delivered. Cutting-edge technology means that your business will be flexible, scalable and efficient without sacrificing reliability. Financial Services is changing fast, from client requirements to market forces and technology the speed and scale of change are huge. Providers with legacy systems struggle while the digitally advanced gain competitive edge by delivering immediate and long-term benefits.
  • 11
    CreditSnap

    CreditSnap

    CreditSnap

    CreditSnap is a cloud hosted Digital Account Opening platform for Banks, Credit Unions and Community Banks. Retail and Business Account opening - all under one umbrella. 1) Modern, Responsive and INSTANT Deposit Account Opening Experience: Credit Unions, Banks and everyone can now deliver modern deposit account opening experience with end to end automation - include eligibility, KYC, eSignatures and Instant Digital Deposits 2) Lending Cross-Sell: Unique and only solution in the market that has a powerful lending cross-sell engine that used soft inquiry data to instantly deliver loan offers after Deposit Application experience is complete 3) Omni Channel: In addition to the responsive web experience, back office application and teller experiences make accepting applications over phone and at branch a breeze
  • 12
    Total Bank Solutions

    Total Bank Solutions

    Total Bank Solutions

    At Total Bank Solutions, we combine deep industry experience, superior business processes and proprietary technology to create flexible wealth management solutions. Our Insured Deposit Program provides cash investors with the benefit of extended FDIC insurance and, for participating banks, a stable, diversified and cost effective source of deposit funding. It also supports the placement of reciprocal deposits as part of one integrated deposit sweep solution. With over $80 Billion in assets under administration (AUA), TBS is a leading provider of insured deposit programs. The TBS Loan Management System is an end-to-end securities-based lending platform that connects banks with excess lending capacity to intermediaries and their clients. Now advisors and banks can offer clients competitively priced securities-based lines of credit, which offer better rates and tax incentives for customers compared to home equity loans.
  • 13
    lend.ezee

    lend.ezee

    Ezee.ai

    lend.ezee is an AI-powered, no-code lending ecosystem that empowers banks, NBFCs, credit unions, and fintechs to launch and scale digital loan products in days — not months. It unifies origination, KYC, underwriting, decisioning, disbursal, and servicing into a seamless, interoperable platform. With built-in rule-based and AI-driven decision engines, dynamic workflows, and multi-bureau integrations, lend.ezee slashes tech dependencies by 80% and accelerates lead-to-loan conversion by up to 20x. Lenders can instantly configure credit products, automate document processing, enable real-time risk scoring, and eliminate manual compliance gaps. Designed for teams, not developers — lend.ezee ensures agility, security, and scalability across consumer, business, and secured lending, while reducing CAC by 30–50% and delivering a faster, frictionless borrower experience.
  • 14
    FINSYS

    FINSYS

    OpenFactor Technologies

    FinSys is a robust, secure and cost effective digital, community and agency banking platform with modular service-oriented architecture that provides a comprehensive range of functionalities required to deliver financial inclusion. Built on the Apache Fineract engine, FinSys supports multi-entity, multi-currency and multi-lingual capabilities. It has a complete range of independent business modules which operate within an integrated framework. This allows financial institutions to rollout new financial services in a most cost-effective way. FinSys supports lending, investment account with support for fixed and recurring deposits, savings and current accounts, standing instructions, account transfers and provide support for a mix of deposit and credit products. Flexible interest, charges and fees management. FinSys provides a comprehensive agency banking modules with functionalities that includes agent management, till management, fees,charges and commission management.
    Starting Price: $15000 per year
  • 15
    Rubikon

    Rubikon

    Neptune Software Group

    Rubikon’s Digital Banking is a suite of integrated products that enable financial institutions to provide banking services via electronic channels, including ATM/POS, internet, mobile and SMS, and offers customers secure access to banking services anywhere at any time. Rubikon provides a flexible framework supporting credit applications, retail and corporate lending, including loan origination, loan set-up, repayments scheduling and rescheduling, disbursement, lifecycle and penalty processing, delinquency and past due management, identifying non-performing assets, provisioning, customer and group limits monitoring, group lending, insurance and collateral management and reporting. All processing can be enabled and monitored through workflow and the externalized rules engine. Allows for early payments, pre-closure, write-off and restructuring of loans. Allows for clients to transfer funds from savings account to repay loan.
    Starting Price: $1000.00
  • 16
    LenderClose

    LenderClose

    LenderClose

    LenderClose’s forward-thinking platform and award-winning technology compiles all of the information lenders need, in one, single hub. LenderClose helps credit unions and community banks streamline the process of lending and underwriting, to create speed, efficiency and a better borrowing experience. LenderClose is built by lenders, compiling decades of lending and technology experience.​ Tech-driven solutions are charting a new course for how the lending process should be. LenderClose is dedicated to service excellence. For each client, a first-class experience. Solutions which help improve internal productivity, projecting exemplary lending experiences. Originating one loan a month or thousands of loans a month requires attention post funding. Confirming property taxes aren’t delinquent can save a credit union or community bank hundreds of thousands.
  • 17
    Micronotes

    Micronotes

    Micronotes

    We understand your needs through our experience with banks and credit unions of all sizes and have started millions of hyper-personalized conversations without requiring human capital or massive marketing spending. Our tech stack combined with Experian data automates the process of spotting and winning back mispriced loans your customers/members hold with competitive institutions through prescreen marketing. We use AI-driven engagement to grow your deposit business by plugging deposit leaks, increasing direct deposit business, and capturing new deposit business. The more products a customer/member adopts, the less likely s/he is to leave, so we ensure customers/members get more out of their banking relationship by adopting more products and services that make banking easier. The unique combination of credit data and core data coupled with machine learning and automation allows you to scan your consumer base and uncover other banking relationships.
  • 18
    Aloan

    Aloan

    Aloan

    Aloan automates the commercial loan underwriting workflow for banks, credit unions, and commercial lenders. Lenders upload their credit policy documents and the system automatically configures lending rules, data requirements, and compliance checklists. Borrowers submit loan applications through a branded portal where every deal is verified against the lender's policies before an underwriter reviews it. The system classifies and categorizes borrower documents — tax returns, financial statements, bank statements, rent rolls — and matches them to the correct entity in multi-borrower structures. Financial data is extracted into standardized spreads with every figure traced to the original source. Credit memos generate with borrower overviews, financial analysis, policy compliance results, and recommendations. Connects to existing loan origination systems via REST APIs. Implementation includes policy ingestion, template configuration, and team training.
    Starting Price: Contact us for pricing
  • 19
    Ask Kaia

    Ask Kaia

    360factors

    Kaia is a purpose‑built, AI‑powered compliance expert trained exclusively on federal banking regulations and related regulatory data, accessible through a simple browser interface that maintains the security and confidentiality of your business data. It enables banks and credit unions to ask any questions about regulations (for example, Truth in Lending, BSA/AML, or CRA) in natural language and receive clear, accurate, context‑sensitive responses with actionable recommendations. Users can instantly draft new policy and procedure documents aligned with the latest requirements, upload existing policies for automated analysis against current regulations, receive suggested updates, and generate revised drafts, then export everything in editable Microsoft Word format for easy customization. Kaia remembers previous questions and corrections within the same topic or regulatory thread to provide increasingly precise guidance over time.
  • 20
    Origins

    Origins

    eCU Technology

    Whether in a branch or online, the Origins Suite is the fast, most powerful, and most flexible solution for growing your credit union. Designed by and built for credit unions, it uses modern, agile technology to optimize your existing back-office processes and assure healthy, future-proof growth. Origins take advantage of modern technology and a simple interface to streamline the account opening process, so your members can sign up in less than half the time. Don’t lose loan applicants because the process is complex or takes too long. Our simple, quick platform makes applying easy, whether it’s an existing member or a new one just signing up. Origins offer easy back-office management that supplements your current system. It integrates smoothly into all your existing membership and loan processes. Our quick and intuitive application is over twice as fast as the industry average. Modern, simple technology to open new accounts anytime, anywhere.
  • 21
    Cross River

    Cross River

    Cross River

    Enabling our clients to deliver financial solutions that empower consumers anytime, everywhere. Technology is at the core of what we do. It’s changing the way our fintech partners do business. Streamlined payments solutions including ACH, wire, card disbursement and money transfer-all through APIs, while maintaining a strong focus on compliance. Provide loan origination services for leading marketplace lending platforms, providing greater access to credit in the market. Our API-driven banking platform, Cross River operating system, will allow fintechs to plug in and access multiple banking services that will be customizable and secure. Sophisticated financing options including off-balance-sheet, and asset-backed credit facilities to help our partners grow. Committed to meeting the needs of our communities through a personalized, full-service banking experience. Risk assessments, diligence, testing, monitoring, and oversight form a trusted internal compliance management system.
  • 22
    Universa

    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.
  • 23
    Sandbox Banking

    Sandbox Banking

    Sandbox Banking

    A low-code integration platform for banking. The Sandbox Banking platform helps customers connect fintech products to their existing systems. The company’s fintech partners close financial institution sales faster and can offer seamlessly integrated experiences across banking customer systems. Banks and credit unions grow revenue and increase operational efficiency by securely integrating fintech products with their existing infrastructure via Glyue. Using the company’s Glyue™️ platform, banks, and credit unions can accelerate digital transformation using pre-built API adapters and solution templates to securely connect existing systems with fintech partners. Our growing ecosystem of banking adapters and partners creates a network effect for fintech and customers. Distribute BaaS APIs and connect fintech vendors knowing ongoing security, infrastructure management, system maintenance, and business process changes are handled by Sandbox Banking for over 50 banking institutions.
  • 24
    Oracle FLEXCUBE
    Transform banking operations across retail, corporate, SME, Islamic banking, microfinance, and specialized financial institutions. Oracle FLEXCUBE helps banks jump-start digital transformation so they can stay relevant, competitive, and compliant in the fast-evolving banking industry. Launch and manage a wide range of tailor-made products and offerings, and scale expansion efficiently. Quickly adapt operations to meet evolving customer needs, business requirements, and regulations. Easily partner and participate in ecosystems to build and extend innovative products and services. Operate efficiently at scale, and leverage deployment and operational flexibility. Easily onboard new customers and offer convenient and personalized product originations. Accelerate credit decisions for lending product originations, and speed up time to decision and approval. Streamline the corporate lending lifecycle, from origination to credit and collateral management, syndication, and more.
  • 25
    MeridianLink Business
    MeridianLink® Business is a cloud-based lending platform that empowers banks and credit unions to streamline their business lending processes. By digitizing the entire loan lifecycle—from application to closing—it enables financial institutions to engage business borrowers online, make data-driven decisions with advanced analytics, and accelerate funding timelines. The platform features smart decisioning tools, a borrower-friendly Business Owner Hub, and rapid deployment capabilities, all designed to enhance efficiency and competitiveness in business lending. Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
  • 26
    timveroOS

    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
  • 27
    Algebrik One

    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.
  • 28
    PULPS

    PULPS

    Hurdle Group

    PULPS is an advanced tool for pricing commercial loans and understanding the profitability of loans. This is “Big Bank” technology that all banks and credit unions can use. The Hurdle Group provides PULPS as a software as a service (SaaS) or as on-site software tool to take the mystery out of commercial loan pricing. We provide banks with a competitive advantage through better pricing of their commercial loans. Increase your profitability on your commercial loan portfolio by optimizing your loan rates and terms. For example, if you add 1 basis point to a 100 million dollar loan portfolio you gain $10,000 PER YEAR in profit! Additionally, regulators are looking for Banks to show a profit in loan pricing and a reproducible consistent methodology. Ask for a FREE trial account to test the PULPS online loan pricing model or start with an online live demo.
  • 29
    ebankIT

    ebankIT

    ebankIT Omnichannel Digital Banking Platform

    ebankIT enables banks and credit unions to deliver the same humanized, personalized, and accessible digital experience on mobile, web, and voice banking, as well as whatever future channel may come next. Enhanced with flexible and robust full omnichannel capabilities, ebankIT Digital Banking Platform offers a fast and seamless digital banking transformation. With extensive customization capacity and a continuous focus on human interactions, ebankIT future-proves the digital strategy of banks and credit unions, empowering them with a truly customer-first approach Our story ebankIT was founded in 2014, by an experienced team of fintech experts, who believe there was a better way for financial institutions to digitally engage with their customers and members.
  • 30
    Bankingly

    Bankingly

    Bankingly

    Bankingly is a SaaS cloud-based platform for financial institutions, enabling seamless digital banking solutions. Its integrated suite includes web and mobile banking, conversational banking, digital onboarding, loan origination, and fraud prevention. With a flexible pricing model based on active users, Bankingly enables institutions to boost revenues, streamline costs, and deliver exceptional experiences within weeks. Trusted by 120+ institutions all over the world. Bankingly targets financial institutions, banks, credit unions, and Coops throughout Latin America, Africa, and Asia that want to offer digital banking solutions to their customers.
    Starting Price: 1000
  • 31
    Bankers Realm

    Bankers Realm

    Craft Silicon

    Bankers Realm Core Banking, a web-enabled application offers multi-currency, lingual and multi-channel technology features, offering a unique ‘banking without boundaries’ experience. With best-in-class security features, & highly scalable, Bankers Realm offers. Robust architecture that runs on a proven enterprise platform and windows-based environment. Seamless integration across existing software systems. Flexible and scalable for high transaction volumes and ease of learning and use of the products. Low-cost investment with superior performance. Virtual Lending solution provides access to credit scoring systems remotely, allowing financial institutions to sanction digital loans. Individual and group borrowers can be catered to remotely, without branch visits, allowing access to the entire suite of banking services. Omnichannel banking lets you take the bank to your customer across every channel that the customer wants.
    Starting Price: $100000 one-time payment
  • 32
    [GO] Core Banking
    The next-generation banking platform designed ground-up for flexible configuration, automated compliance, CRM, and real-time insights—across multiple entities and in any jurisdiction. A powerful back-end system for processing accounts, cards, loans, deposits, payments and settlements. An intelligent reliable core engine for processing large quantities of transactions, operations and services. A powerful payments engine supporting current or transactional accounts linked to debit or credit cards. Includes authorization, holds, payment orders, standing orders with searchable and taxable transactions and account metadata. The deposits engine supports the full lifecycle of all deposit products from current accounts to term deposits with or with out overdraft facilities and a full range of interest and calculation options.
  • 33
    FinnOne Neo

    FinnOne Neo

    Nucleus Software

    FinnOne Neo is the next-generation lending solution built on an advanced technology platform, designed to shape the future of lending across Retail, Corporate and Islamic sectors. The multi-channel solution helps digitize the complete loan lifecycle end to end, from initial contact with customers and helping make better credit decisions faster to comprehensive loan servicing and sophisticated delinquency management. FinnOne Neo has been designed to meet the challenges of delivering agile and efficient solutions while reducing the cost of operations. With implementations across 50 countries, FinnOne has been recognized as the world’s best-selling lending solution for over 10 years. FinnOne Neo supports both cloud and on-premise deployments. It can be deployed quickly in partnership with leading cloud providers without high upfront capital expenditure. Cloud deployment provides flexibility in scale while optimizing costs by supporting pay-per-use models.
  • 34
    JUMO

    JUMO

    JUMO

    We’ve built a smart financial services platform to make finance accessible to everyone. JUMO is the market-leading banking as a service platform, enabling real-time access to funds at the lowest possible operating cost. Integrating into JUMO’s platform enables our partners to offer loans, savings and a wide range of financial choices to a new group of customers. The platform has two distinct capabilities which work together to provide a full digital banking service. The technology which provides end-to-end, next-generation banking infrastructure. The learning machine analyzes data to reduce the cost and risk of lending. We use artificial intelligence and machine learning to build accurate credit scores and targeted financial products for people who don’t have a formal financial identity, collateral or credit record. We provide our eMoney and banking partners with all the reporting, analytics and insight they need to offer individualized financial services with high value.
  • 35
    Loquat

    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 solution
    Starting Price: $50/month/by usage
  • 36
    EbixCash

    EbixCash

    EbixCash

    A specialized set of product offering with the capability to acquire customers and manage end to end application processing in a dynamic lending software environment. Automated workflows and decision making to enable quick processing of loan applications resulting in greater customer satisfaction with our lending solutions system. Solutions designed to help you take complete control of credit limit management and optimize revenue collection operations with debt collections software. The products are fully internationalized, secure, scalable and can be deployed with a seamless interface with any billing system. Designed to address the most critical needs of all Insurance companies, Customer Acquisition and Retention. The solutions are capable of supporting both Life and Non-Life Insurance business across multiple products, helping organizations streamline and control their business processes.
  • 37
    AOPAY

    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.
  • 38
    LendingLink

    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
    Manual Bank Verification
    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.
  • 40
    Finastra

    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.
  • 41
    Websoftex Core Banking

    Websoftex Core Banking

    Websoftex Software Solutions

    Websoftex Software Solutions a Bangalore-based company offers end-to-end software & customized Solutions and support services for past 10 Years in Website Designing & Development, Custom Software Development, and Mobile Application Development. Our company is committed to providing Creative, Innovative, quick and quality Software Solutions to Multi Level Marketing ( MLM ), Banking, Microfinance, Chit Fund, Account, Transportation, and Real Estate sectors. Websoftex offers end-to-end software & customized Solutions and support services to Banking Sector. Websoftex providing complete and customized software Solutions to Banks, Micro Finance Credit Union SACCOS, Finance Company & Islamic Banks. We are pioneer & market leaders in the field of MLM (Network Marketing) Software & Solutions provider since 2008 in India. Websoftex pioneer & market leaders and offers end-to-end software & customized Solutions and support services in the field of following products.
  • 42
    LodeStar

    LodeStar

    LodeStar

    Automated closing cost calculator that brings together everything you need to optimize your quotes, resources, and margins. We provide products and services that create clarity for mortgage professionals, leverage connectivity among all parties to the transaction, and help build a sustainable community of industry professionals. LodeStar offers a range of compliance-driven products for title agents, mortgage professionals, banks, and credit unions. We simplify the process of generating clear, accurate loan estimate quotes, title fees, title insurance premiums, municipal recording fees, and transfer taxes. We personalize our service and support, no matter what your lending needs are, and no matter where your clients are in the country. We ensure maximal integration so that our tools fit seamlessly into your current workflow. We guarantee all fees, including title fees, title insurance premiums, municipal recording fees, and transfer taxes.
  • 43
    Mitratech Continuity
    AI-driven technology enables financial institutions to fully automate their risk and compliance processes. Continuity is a RegTech solution that automates risk, compliance, vendor and performance management for the financial services industry. It integrates the mandated processes of risk and compliance to boost performance. By combining regulatory expertise with cloud technology, Continuity reduces your regulatory burden and mitigates risk at a fraction of the cost. Hundreds of financial institutions across the United States benefit from our solution. Continuity’s enterprise risk management (ERM) technology, compliance, vendor, and performance management systems are tailored to meet the specific needs of banks, credit unions, mortgage companies and financial technology firms of all sizes. A robust platform that’s built for flexibility and efficiency.
  • 44
    SNL Banker

    SNL Banker

    S&P Global

    Transform internal data into vital insight with SNL Banker. Our solution integrates seamlessly with internal systems to give U.S. community banks and credit unions greater visibility into finances and operations. Fuel your financial institution and make decisions with confidence with SNL Banker. Access reports to explore trends, analyze opportunities, and better focus key resources. Utilize our role-based reporting platform to equip your team with point-and-click reports. Secure a single source for information across the systems and levels of the organization. Leverage role-based dashboards to empower your team with the tools to identify problems and the resources to solve them.
  • 45
    BANC Mall

    BANC Mall

    SS&C Technologies

    SS&C Technologies Holdings (NASDAQ: SSNC) is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. Banks and credit unions need high-quality information to support credit decision-making and reporting processes. BANC Mall is a web-based tool that provides access to accurate and up-to-date credit reports, vehicle and home valuations, flood reports, business reports and other relevant data. With information from BANC Mall, you can conduct accurate risk assessments and make smarter, more profitable credit decisions. And you can do it all through a single web portal, without paying the high monthly minimums or subscription fees for reports directly from credit bureaus or data providers.
  • 46
    Fin Superb

    Fin Superb

    Cooperative Society Software

    is exclusively designed and developed for credit co-operative societies or agro producer company. Its fully web-based – real time application for multi state credit cooperative society, multi branch credit co-operative society, thrift and credit society, micro-finance society. It can be customized according to client's requirement. This software can be called as a mini banking software. As its working for RD, FD, MIS, loan schedules , and Saving account software. This software will cater all the needs and fulfill all the dreams which a society need to buildup. The credit co-operative society software offered by cyrus technoedge Pvt. Ltd. Under the brand name of Fin Superb provides a world in class features and cared with all the small needs in the software ever for future requirements as well.
  • 47
    Biz2X

    Biz2X

    Biz2X

    Biz2X is a turnkey global SaaS platform that enables financial institutions to provide a customized online lending experience for their small and midsize business customers. Biz2X is the leading digital lending platform, enabling financial providers to power growth with a modern omnichannel experience and best-in-class risk tools. Significant reduction in processing times and lower overall cost. User-friendly borrower or banker-assisted applications. Grow relationships and increase application rates with digital customer acquisition. Configurable and customizable modules set to your policies, rules, and workflow. Take control with advanced scorecards that respond to your unique credit policies. Developed and built from over a decade of Biz2Credit’s trusted online lending experience. Technology built for lenders created by the premier online business lender.
  • 48
    Hapax

    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
  • 49
    BankManager Elite
    BankManager Elite is a centralized banking operations and document management platform designed to help financial institutions streamline documentation, exception tracking, and workflows so teams stay organized, compliant, and prepared for audits. It provides real-time exception tracking with built-in escalation tools and role-based workflows that automatically flag missing or outdated documents, plus integrated document imaging to scan, store, index, version, and securely retrieve files electronically. It supports loan and deposit lifecycle management with structured workflows and full visibility into each account, and offers custom dashboards and dynamic reporting for internal reviews, audits, and board meetings. As a unified workstation for lenders and customer service representatives, BankManager Elite consolidates loan and deposit information, including collateral and documentation exceptions, into a single interface, helps teams quickly resolve inconsistencies.
  • 50
    OpenClose

    OpenClose

    OpenClose

    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: