audius:Finance Alternatives

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

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.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Kinective’s OmniConnect platform allows financial executives to truly connect to banking’s future by bridging the gap between legacy systems and modern digital services through turnkey, fintech integrations across multiple use cases including loan origination, account origination, payments, mobile applications, CRMs, and more. With over 80+ Fintech's integrated to 40+ Cores, our connectivity solutions provide true choice to transform at a chosen pace without extensive internal development resources, while being able to choose a best-of-breed versus best-of-suite transformation strategy. Even further, our connections aren’t limited to a specific subset, as our intent is to provide true choice and access with the most comprehensive connective ecosystem of use cases, channels, and cores.

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.

Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

Insurance advice, rethought. Riskine develops digital solutions for advising your private and corporate customers on the basis of the latest AI and graph-based technologies. The products are suitable for self-service (portal, website, apps, ...) as well as for personal and remote advice to your customers. We have found that many people have no overview of their risks and financial needs . This makes it very difficult to understand and communicate personal needs for financial products. In addition, the specific added value of a hedging product is often not visible or understandable for customers at the time of the conclusion. The basis for good financial decisions is therefore not given. This not only leads to uncertainty, but also to the fact that some people do not even bother with their own insurance and provision and suppress the topic. Riskine makes the objective risks as well as the subjective wishes and needs of your customers visible and understandable.

Tailor-made to improve productivity and designed to integrate with your existing data and technology, Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will create a single, well-controlled, and comprehensive source of truth. This actionable insight is seamlessly integrated with existing Microsoft and 3rd party applications, making it intuitive and easily adopted. Launching a Private Equity CRM project is one thing. Making sure it will unify your firm and deliver real business value is another. We understand your challenges and with many industry-specific projects under our belt, we have become leaders in building and delivering tailored CRM solutions designed to meet your individual requirements.

Maximize financial visibility and profitability. Assess the health of your business, improve financial controls, and make timely decisions to drive agility and growth using comprehensive, real-time financial reporting, embedded analytics, and AI-driven insights. Integrate financials into core business processes and automate tedious and time-consuming tasks to boost user productivity, support evolving business models, and maximize financial performance. Minimize costs and optimize spending across business geographies with process automation, budget control, and financial planning and analysis. Quickly adapt to changing financial and legal requirements with a guided, rules-based chart of accounts and a no-code configuration service that simplify regulatory reporting, electronic invoicing, and global payments. Customers are optimizing financial operations with Dynamics 365 Finance.

Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.

Paysley allows you to send secure payment requests to your customers using text messaging, picture messaging, and email. Your customers can also access any custom payment page on their mobile devices by scanning a unique QR code that you can display anywhere. Your customers do not need to download an app or register to make a payment. Paysley offers the most straightforward and convenient way to make payments. No card readers or special devices required. Cardholders make payments from their own mobile devices. No customer app download, no account registration, and no password, or login. No redirect to a service provider website. Paysley is a direct, tokenized payment option. You never have to ask for a customer’s card information again. Paysley is secure and your business is automatically PCI compliant. Upload and manage your customer information directly on your Paysley Portal. Your customer database isn’t limited to just contact information.

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We're powering the future of financial apps and services with solutions for wealth managers, banks, merchants, and more. Find out how we can help you grow. Our data aggregation platform enables financial institutions and FinTechs to help consumers achieve better financial outcomes. We adhere to leading industry practices for data security, regulatory compliance, and privacy. View the latest update from Bill Crager on Envestnet's intention to remain committed to action. Browse our library of white papers, on-demand webinars, eBooks, case studies, and more–all packed with product information, actionable advice and invaluable insights.

Natech Banking Solutions democratizes access to banking technology, prioritizing outstanding service and customer fulfillment. Our comprehensive product suite, encompassing everything from a core banking system to digital engagement channels, enables banks to craft and deliver personalized financial products. Our platform offers seamless onboarding and unparalleled accessibility, ensuring swift time-to-market with plug-and-play, end-to-end solutions built on modern cloud-native modular technology. The ecosystem and API integration strategy are tailored to enhance functionality, delivering precisely what is needed with cutting-edge features, thereby ensuring operational costs remain lean throughout the entire lifecycle. Moreover, Natech's collaboration on the launch of a digital-only bank, Snappi, represents a leap forward in banking technology, combining industry expertise with modern innovation.

Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions.

UniTrust has developed the unique myView platform. By using myView you are able to save a lot of time in both your mortgage administration and the development of your mortgage advice. In short: less administration and more time for your customer. Within the myView platform, with myView MidOffice the entire administrative process from mortgage application to passing through at the notary can be handled. This includes a comprehensive overview of your file, digital file creation regarding the required documents, online status information and communication (whether or not via HDN) with all parties involved - customers, companies, financial advisers, service provider and civil-law notaries. Related products that belong to the mortgage process can also be fully administered and monitored in the mortgage file. Think of risk insurance, bank guarantees and valuations. In short: with myView Midoffice you have a clear mortgage file and all timelines within your file are automatically monitored

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.

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.

All industries, organisations, people and systems have goals to be achieved or maintained. Whitestein's outcome-driven process solutions are designed to be driven by goals to match the real world, with intelligence, efficiency, and transparency. Banking and asset management companies all have certain business outcomes that must be achieved, both on the micro and macro level. LSPS Financial Services Case Management Framework provides the solutions that are specifically oriented to achieving these outcomes. Whether the solution encompasses the entire client lifecycle, or simply a single component of it, LSPS' unique software is model-driven, driving each process to achieve the specified business outcomes, all the while adapting to unexpected disruptions.

As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.

Industry diversity is one thing, flexibility is another. But tailor-made business software can be perfectly adapted to the current company size as well as the number and requirements of the users, such as the WinLine business solutions from Mesonic. Complete ERP, CRM & PPS solutions for medium-sized companies. Comprehensive module packages, more exclusive functions, and group consolidation opportunities, including PPS for manufacturing companies. Modular ERP and CRM solution for your company. Modular structure, programs for all business areas, and grows with your business needs. Complete solution for ERP, CRM, PPS, user-dependent monthly fixed price, update maintenance included in the usage price, and direct conversion to WinLine business or WinLine. Transparent billing in the pay-per-use model. Individually adaptable solution and secure data storage. Time & location-independent WinLine access.

Manage financing efficiently with FinCompare. The digital platform for entrepreneurs. FinCompare offers modern financing solutions for medium-sized companies. Time is precious - especially for you as an entrepreneur. We guide you through the financial jungle and find the best financing solutions quickly and independently. So you can concentrate fully on your business. FinCompare is the innovative financing platform for SMEs. With our independent advisory approach and with the help of the latest technology, we offer a convenient central point of contact for all financing questions relating to your company. We take care of your financing so that you can focus on your operational business. You make a free & non-binding inquiry via our online portal. The whole thing only takes 2 minutes. We will provide you with up to 5 tailor-made offers. You choose the best for yourself. You conclude your financing in the shortest possible time. We take care of the rest.

Customer satisfaction is the key and the main element to crack the code is to understand your client. Jinnee collects and analyses all inquiries to provide you with valuable insight into the needs and wants of your clients. Jinnee is always learning and finding ways to improve further as Jinnee continues to work for you. You can observe what Jinnee has learned over time, adjust its behavior, and may even come up with a new solution based on the patterns. Jinnee’s role in your company is as a virtual financial advisor. Jinnee will be helping your clients with their needs. Now they will be able to ask questions and receive replies within seconds. With Jinnee on board, there will be no need to stay online and wait to check how much you spent last month on restaurants. When you need expert advice on a good saving plan, options for deposit, better budgeting, and many more, Jinnee will offer relevant financial products and suitable solutions for you.

flowpilot offers 100% transparency in all financial matters. With just a few clicks you can connect the bank and accounting department and plan your future cash flow. Based on meaningful scenarios, you make better business decisions, supported by smart tools and artificial intelligence. flowpilot connects your bank accounts on a daily basis and also processes them with your accounting. Thanks to consolidated data, you can work absolutely error-free. Much better than the competition: You test our software for free and get to know all the features in the product demo. After that, you remain flexible, because flowpilot can be canceled on a monthly basis. flowpilot is developed in Berlin by German financial experts. We have specialized in the needs of local medium-sized companies. All data remains in secure clouds "Hosted in Germany". No matter what question or concern you have - our support team is always there for you personally.

The smartest fintech platform for the smartest ideas. If you have an idea, we have the platform. Our white label digital finance SaaS lets you quickly launch and monetize new solutions for your customers. From Cards and Financing products to Bank accounts, choose the Toqio products you need to launch your unique proposition. Choose from our pre-integrated fintech and financial service partners or connect your own solutions to the Toqio platform. Our white label SaaS platform allows you bring your brand to life with your own look and feel and user experience for your solution. Applications are hosted & managed by Toqio, while clients take advantage of our innovative pipeline of new products. Build your new financial application easily, quickly, and and cost effectively. Our ready-to-go fintech SaaS platform and marketplace makes innovating simple. Access the end-to-end products you need to take on the fintech market leaders.

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.

AlphaStream makes financial markets more effective for your clients and more profitable for you. The AlphaStream experience platform takes all of your disparate financial data sources and brings them together into one unified solution for delivering hyper-personalized financial market data experiences to every single client. Your teams will have groundbreaking access to not just what your clients do, but why they do it. Discover how your teams can improve the client experience for more profit, improve sales targeting and conversions, programmatic digital campaigns, personalize education and much more. The platform is the first data experience platform built specifically to transform all real-time financial market data and deliver a personalized client user experience to the most effective channel. Ingest all of your financial data including, news & social, web, market datasets, alerts and notifications.

Equifax Ignite is a unified environment that combines the best of data and analytics with decisioning execution, providing: - Rapid access to unique, differentiated data for more predictive insights - Advanced attribute and modeling tools for automated deployment - Automated feedback to evaluate and optimize results - Flexible, modular applications that support your existing technology platforms Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups. Explore many of our powerful data assets by using industry standard tools such as Python® and BigQuery. Then leverage even more automation power with Attribute Engine and Advanced Model Engine from Equifax.

Magic Software has invested in leadership that has vast industry experience in growing and operating ventures within the technology sector and leveraging global talent pools. Magic Software leadership team has built reusable frameworks and technology IP that focuses on delivering digital solutions. Magic has specifically build expertise in building digital solutions that leverage content digitization and unstructured/alternative data. The digital solutions will leverage digitization, and automation frameworks and tools with the idea of improving the outcomes (i.e. learning outcomes or operational efficiencies) in a specific function.

Payfree Financial is a well-experienced organization in making B2B Multi Recharge software, Website Designing, Money Transfer Software, E-Commerce Shopping Portal and Mobile Recharge Apps Development. You can recharge Mobile, DTH, Data-Card, Post-Paid, Electricity, Gas, Insurance, Money Transfer Service and Pan Card. whatever you wish just by one-clicking buttons.

We’re turning the financial technology landscape into one that feels like home. No more painful rip-and-replace ‘digital transformation journeys’. Just a low-code, plug and play approach that lets our products work for you - out of the box. We empower banks and insurers to put their customers first with unique solutions and products. Customers expect seamless experiences, frictionless interfaces and intuitive data flows - while retaining the ‘human touch’. Banking, financial services and insurance companies are learning that they need to understand their customers as people first, clients second. No easy feat - but with FintechOS’ evolutive data core and ability to conceive and integrate a multitude of data points from your own systems and third parties, you’ll stay ahead of the pack when it comes to data enriched decision making, personalized customer journeys and tailored offerings.

Rightfoot provides secure connectivity to millions of business and personal accounts, without requiring a log-in. Our proprietary technology eliminates the customer burden of remembering various passwords across their financial footprint. Rightfoot shines a light onto accounts previously opaque, giving you a comprehensive financial picture of your customers. A customer's financial picture can dramatically change since the last refresh of credit bureau data. Rightfoot taps into the source of truth so you can make confident underwriting decisions. Determine creditworthiness with visibility into chargebacks, payment disputes, & more. Unlock seamless product experiences by avoiding industry-standard 40% dropoff. Leverage customer-level financial data to hyper-target your product offerings.

Whichever finance service you provide, Difitek is the technology framework for you. Support from KYC and AML, moving funds, recording and reporting positions, to repayments, liquidity functions, and secondary markets. Digital offers a robust API-first platform suited for Fintech applications of any scale. Choose from Turnkey Solutions or the full suite of technical functions you need. Serverless Architecture with Bank Grade Security. You get a modern and bank-grade secure solution that is easy to use and manage, at 1/100th of traditional banking IT costs. We automate and streamline processes, substantially lowering the cost of operations and opening up radically new opportunities to build financial services. Difitek's serverless architecture is the cutting edge adoption of modern cloud computing. The Difitek API layer seamlessly interfaces with the client layer and the third-party API layer with functions being executed asynchronously between them.

The complete application, conceived from the experience of the SEFIN group, for supervisory reports and matrixes for branches of foreign banks in Italy and Financial Intermediaries of the new SINGLE REGISTER. ERMES is the complete application, protocol to PUMA 2 (Unified Corporate Matrices Procedure) to manage in a simple and complete way the periodic reporting obligations to the Bank of Italy. Conceived and developed to meet the specific needs of the Italian branches of foreign banks , of the Financial Intermediaries pursuant to art. 107 and today Financial Intermediaries pursuant to art. 106 (so-called SINGLE REGISTER), ERMES is a reporting, reporting and communication system with the Bank of Italy, which guides the user in all phases thanks to a simple but complete interface. Flexibility and usability. Adaptability and customization of the table structures for each individual user. Uniqueness of the reference documentation for the processing.

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.

Improve the financial health of your employees while reducing PTO liabilities and increasing cash flow for your company. Sorbet’s sweet PTO cash-out solution allows employees to cash out the unusable portion of their PTO while reducing the liability for employers. Give your employees instant access to their hard-earned compensation when they need it the most, leaving their monthly salaries untouched. Sorbet doesn’t cost your company a penny! In fact, it actually saves your company money. If your employees don’t cash out, you pay nothing. If your employees cash out, you save money! Track the projected value of your PTO liability over time. Get insights into the financial and overall wellness of your company. Give employees the freedom to choose how they want to spend their PTO. Help your employees achieve better financial wellness. If we can improve morale and enable our employees to pay their bills and live the life they want with very little cost to the company, it’s a win-win.

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.

Marionette.dev is the ultimate software solution for Financial Technologies Services and covers the following services: - eBanking - Digital Asset Storage Wallets - Crypto and Fiat Swap Platforms - Crypto and Fiat Exchange Platforms - Investment Platforms - Donation Platforms - Tokenization Platforms - Payment Processing and Conversion Platforms Marionette.dev accounting engine is developed on premises of modern digital banking system and ledger records. Marionette is Web3 protocol and compatible with other Web3, DeFi, CeFi, DAO's and other innovations inspired by Blockchain Technology.

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.

We are a fintech company founded to bring self-service, transparency, risk mutualisation and more efficient supply-chain management to the global financial services industry. ‘AccessFintech’ Synergy DataLake enables optimization of workflow through collaboration, using data and shared technology access. Our network of shared data and self-service solutions extend and enrich data, workflow and technology across the transaction lifecycle for more transparency, faster resolution, fewer fails, and valuable benchmarking insights. Self-service solutions for transaction automation, resolution and decision-making in multi-provider environment. Optimize workflows and workforces by evaluating and managing risk, recommend solutions, share workloads and track actions. Benchmarking insights for improvement and cost optimization.

The largest global financial institutions use OpenFin’s intelligent workspaces and developer platform to help their teams work smarter, faster, and more effectively. We sweat the details to make sure your employees have smiles on their faces, and that the highest standards in accessibility are met. With more than 60bn app minutes logged, we deliver the dependability you need to sleep well at night. That’s just one of the reasons Wall Street’s leaders count on us. Security isn’t negotiable for our clients — or us. That’s why we built it into our DNA, and integrated it into everything we do. Delight users and accelerate time-to-value with a workspace that does it all. Launch apps, automate tasks, configure complex layouts, search, context share, send and receive notifications and discover new apps.

The easy-to-use compliance management platform. Automate manual tasks, controls and processes by moving to a digital solution. One platform, one process, one overview. A business risk assessment can be completed within 60 minutes. Receive a comprehensive report, heat maps and program tips for policy controls. Collaborate with staff and ensure updates are instantly reachable to all employees, across all jurisdictions Many additional features include easy updates. We provide a low-cost client verification and screening solution that is easily embedded into onboarding processes. Frictionless, time-saving and efficient. If you do not know the ML/FT risks of your client, then you cannot determine unusual or expected account activity. Align policy requirements to business practice. We incorporate 40+ rules of best practice. Effective monitoring. Ensure priority tasks are assigned to responsible persons and managed with adequate AMLCO oversight.

Wallie e-Wallet is a complete platform that allows MNOs, MVNOs, banks and financial institutions to launch a digital wallet tightly linked to their core systems. This mobile money solution can be rolled out via agent/CSR led model or online/API registration. User registration and KYC processes required to activate the wallet system are extremely easy. Once registered, users can easily send and receive money from the mobile wallet without using any bank services. Add money into the wallet. Add the multi-account with different currencies. Transfer money to wallet, account in one click. View all the transactions and also raise the ticket if the transaction is not completed. Provide all payment services through one device, whether looking to pay your bills, top-up, transfer or more. Monitoring expenses, identifying the favorite area on spending and instantly reaching the campaigns in the area of interest where the offers and promotions are viewed.

Compose your own digital financial institution by assembling it on our core platform. Use Bricknode Core with its API as a framework to build your own financial business. Bricknode has developed a scalable, fully cloud-based platform that can be likened to the plumbing, or the infrastructure, of financial operations. Our vision is to be able to help both established financial institutions and startups to digitalize their business and enabling them to focus on creating value for their customers without having to think about what is beneath the hood. Everything is completely cloud-based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous specialized add-ons to help you automate your back-office operations.

Questis is a configurable financial wellness delivery platform that allows retirement advisors and financial service providers to easily deliver personalized wellness programs to their plan sponsors and participants. Founded by experienced financial professionals, Questis pairs the power of software with the customization required to fuel behavior change. With seamless integrations, scalable technology, and strategic industry insight, the Questis Platform makes financial wellness simple and profitable. Newfound data transparency fuels entirely new lines of business for financial service providers and tangibly improves financial health for plan sponsors and participants. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.