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Mantenha o engajamento com o cliente, oferecendo uma experiência digital completa. A Moxtra fornece portais de clientes completos, com um hub de comunicação privado para todos os usuários externos e internos com a sua marca. Ele oferece uma experiência conectada contínua com um conjunto tudo-em-um de serviços colaborativos. A plataforma do Moxtra pode fornecer o seu portal OneStop como um aplicativo móvel e da Internet independente ou como uma extensão fluida do site, aplicativo móvel ou da Internet existente. Saiba mais sobre o Moxtra Obtenha um portal do cliente OneStop com a sua marca para impulsionar e gerenciar as conexões contínuas que são fundamentais para os seus negócios. Saiba mais sobre o Moxtra
Plataforma de comércio social para dispositivos móveis que permite aos usuários efetuar envios de dinheiro em todos os tipos de compras. Plataforma de comércio social para dispositivos móveis que permite aos usuários efetuar envios de dinheiro em todos os tipos de compras.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card. Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software. Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
O Brex é uma solução de gestão de despesas para startups e comércio eletrônico. Ajude seus negócios a crescer com uma configuração simples e um cartão corporativo que ofereça recompensas que mudam o jogo. Faça upload de recibos através do aplicativo Brex ou envie-os via texto e e-mail. Adicione novos usuários, emita cartões e configure e acompanhe os limites de gastos de todos na equipe. Para startups e marcas de comércio eletrônico, é fácil gerir o fluxo de caixa e a sazonalidade. Cadastre-se online em 5 minutos. O Brex é um cartão corporativo para startups e comércio eletrônico, com configuração simples e limites 10 a 20 vezes mais altos para ajudar seus negócios a crescer.
O software de gestão do conteúdo empresarial OnBase combina gestão de documentos, gestão de processo de negócios e gerenciamento de registros em um único aplicativo. Seja implantado como uma solução hospedada ou no local, o OnBase permite que as empresas automatizem os processos de negócios e reduzam o tempo e o custo da execução de importantes funções de negócios por meio de gerenciamento e controle do conteúdo. Solução ECM que combina gestão de documentos, gestão de processo de negócios e gerenciamento de registros.
A PayrollPanda Sdn Bhd é uma empresa de SaaS (software como serviço) da Malásia que se concentra no fornecimento de aplicativos de RH na nuvem de nível internacional. O principal produto é o PayrollPanda, um aplicativo de folha de pagamento online que atende especialmente às pequenas e médias empresas da Malásia. O software online permite que proprietários de empresas e gerentes de RH executem a folha de pagamento aprovada pelo LHDN em apenas alguns cliques. O objetivo é tornar a folha de pagamento simples e rápida e a interface amigável facilita a execução da folha de pagamento por qualquer pessoa. Aplicativo SaaS (software como serviço) de folha de pagamento e licença para empresas da Malásia.
A Total Expert é pioneira em software da fintech do primeiro Sistema operacional de marketing (MOS na sigla em inglês) moderno e de nível corporativo que permite que empresas de serviços financeiros e de empréstimos criem clientes para a vida toda, misturando relacionamentos humanos com simplicidade digital. O sistema potencializa o crescimento do marketing e da receita em 10% de US$ 2 trilhões por ano no setor de hipotecas nos EUA e garante que os bancos e credores fiquem à frente de como os consumidores esperam se comunicar, comprar e gerenciar suas vidas financeiras na era digital/social. A Total Expert é pioneira em software da fintech do primeiro Sistema operacional de marketing (MOS na sigla em inglês) moderno e de nível corporativo.
O Focus 9 é um software ERP líder equipado com tecnologia ultramoderna pela Focus Softnet, um fornecedor de aplicativos empresariais diferenciado que cria produtos com recursos de ponta. O software na web abrangente, Focus 9, é repleto de ferramentas avançadas permitindo que as organizações nos setores otimizem as funções comerciais críticas, inclusive a gestão de capital humano, contábil e financeira, gestão de desempenho empresarial e gestão de relacionamento com o cliente. Desfrute do processamento de dados superior com o servidor pronghorn do Focus 9.
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. Request a free demo today! ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support. An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
Coconut's Customer Engagement Management Platform helps enterprise organizations gain improved workforce efficiency, drive growth, and increase the value of every engagement. Through a seamless omnichannel experience and effortless data collection, you can meet evolving customer expectations and create meaningful connections. Coconut Software is a customer engagement platform that provides increased workforce efficiency and growth from every interaction.
Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights. Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights.
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America. B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia. The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration. SnapAP Procure to Pay optimizes your Accountants Payable and purchasing operations with seamless integration. Unlocks ERP performance.
KnowledgeLake solves transactional content management challenges with content services that seamlessly extend the capabilities in which youve already invested, and easily integrates with your systems and processes. By powering content classification and capture with machine learning and deploying RPA (Robotic Process Automation) to bypass even the most stubborn integration challenges, the platform brings unprecedented digital dexterity to content management. The only cloud-native platform for capturing, processing, and managing your most critical business content.
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, reporting and a powerful business rules engine at your fingertips. ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. 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. IBV has access to over 8,800 financial institutions in the US and Canada. We process and report on billions of transactions for consumer lending and credit companies, business lenders and mortgage and loan providers. The smartest, most cost-effective financial data aggregation & verification solution.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, storage and security of regulated firms. Developed entirely in-house, the Archive securely captures and preserves over 50 data types, including email, IM, social media, Bloomberg and Thomson Reuters, storing them in a unified and private cloud repository with federated search capabilities. Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action. Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a continuous basis. SRA Watchtower provides Executives and Board Members with real-time access to company-wide risk performance data, integrated in a way so as to strategically optimize risk strategy to the bottom line. GRC solution that helps monitor bank-wide data to normalize critical risks and the potential negative effects on company's performance.
FintechOS is transforming today's financial tech, closed systems and prohibitive pricing with out-of-the-box, open-source, automative technology that makes hyper-personalization at hyper-speed a reality in weeks, not years. Hyper-personalised, automated financial technology.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month. Turnkey financial services distribution solution.
A Caprivi oferece uma solução completa de gestão de capital para automatizar processos de CapEx do orçamento à avaliação pós-investimento. Use o software de CapEx para alocar capital e monitorar a destinação dos seus recursos. Revolucione a gestão de recursos e tempo com o software Caprivi de CapEx e obtenha controle total sobre seu CapEx.
Every institution has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to instantly visualize prospective outcomes. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch. AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
SmartDocs é uma solução eletrônica para documentos KYC e de assinatura. Formulários da Internet fáceis de usar eliminam todos os erros, omissões e as idas e vindas com clientes. A opção de assinatura eletrônica aumenta a conveniência. Todos os dados inseridos em documentos são armazenados em cofres KYC, notificando você sobre vencimentos futuros, expirações de ID e são usados para preencher antecipadamente todos os documentos futuros, garantindo redução de 98% do tempo para documentos complexos. Outros produtos da Obsidian Suite incluem: portais de IR, inteligência comercial, CRM e mais! Obsidian SmartDocs é a solução líder do setor, fornecendo assinaturas eletrônicas e documentos KYC para empresas de investimento.
Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt verbessern. Nie wieder Excel! Einfach in die Zukunft planen Mit wenigen Clicks planen Sie Ihre Liquiditt im Tool und legen Szenarien bis zu fnf Jahre in die Zukunft in der Software an. Und immer aktuell durch importierte Buchhaltungsdaten. Fundierte Entscheidungen mit Finanzplanung! Liquidität einfach planen 5 min Setup mit aktuellen Daten aus Ihrer Buchhaltung Automatisierte Cashflow-Prognose und Szenarien
Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online, voice and mobile banking services from a single application. Q2 provides financial institutions leading-edge technology and unmatched customer service with feature-on-demand capabilities for retail and commercial banking. Software that helps community banks, regional banks, and credit unions deliver mobile enrollment and online banking services.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Questis is financial wellness technology platform that allows advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. With configurable features, scalable architecture, and secure software, fueled by advisors' coaching and guidance, Questis powers access to comprehensive personalized financial plans. Financial wellness technology designed to power comprehensive, scalable, private labeled solutions for financial institutions.
AlphaSense is a revolutionary market intelligence platform for professionals. Leverage internal content with business and market content, including broker research, company data, earnings data, and 1,000s of publications in real-time. Our AI semantic search captures variations in human language, recognizing millions of terms and their synonyms across companies, industries, topics and trends. With AlphaSense, corporations and financial firms make confident decisions quickly and efficiently. Market intelligence search software based on linguistic algorithms to identify data points, company details and business trends
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situation of the group holding and entities. With its comprehensive import/export module, CashPooler manages all types of files and formats and can communicate with banks with any protocol through the CashCom banking module. CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool. Web-based solution that helps businesses centralize demographic data storage, analyze geographies for expansion areas, and create maps.
Manage end-to-end Software Test Life Cycle STLC with support for manual testing, test automation, automated defect tracking and real-time test metrics. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. With recent move to agile practices and the growing needs for continuous delivery, the testers jobs are no more limited to writing repetitive test cases, manual test execution, frequent regression testing, manual defect s Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
RelPro delivers comprehensive contact data, targeted intelligence, and actionable insight on B2B decision-makers and their companies, on demand, aggregated from multiple best-in-class sources. RelPros easy-to-use technology adapts to your workflow and streamlines research, prospecting and lead generation tasks. RelPros auto-research, workflow integrations and easy-to-use interface make quick work of previously time-consuming tasks. RelPro is our B2B relationship intelligence solution. RelPro helps you find, learn about and stay in touch with key decision-makers
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications. Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks. Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register) Regulatory and Matrix reporting for Bank of Italy
Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment. Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment.
Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors. Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions.
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
O Rimilia cria software que o pessoal do financeiro adora, ajudando a eliminar práticas arcaicas de rastrear dinheiro e gerenciar cobranças de crédito. O Rimilia fornece às empresas de todo o mundo alocação mais rápida de caixa, informações mais claras e melhor controle sobre o fluxo de caixa. Como uma solução global, o Rimilia trabalha com qualquer moeda, banco, planejamento de recursos empresariais (ERP), em qualquer país e idioma. O Rimilia tem escritórios localizados em Bromsgrove e Londres, no Reino Unido, e em Denver, Colorado, nos EUA. Automação de contas a receber orientada por IA para aplicação em dinheiro, reconciliação bancária e gestão de crédito para organizações empresariais.
An innovative product of online payment management between debtor companies (buyers) and their creditors (suppliers), based on the financial documents (invoices, credit notes and debit notes), transmitted, integrated and validated between the parties. Through an online process, Saphety's Supply Chain Finance solution allows suppliers to anticipate the payment of invoices previously approved by the debtors. Saphety's new, simple and flexible cash management solution that allows you to receive or pay your company invoices in advance.
This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies Our new web-based platform offers a seamless and intuitive workflow for portfolio development and client communication.
Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers. Integro CX is an innovative portal and dashboard technology solution to meet the unique needs of wealth managers and providers.
ACCOUNTFY é uma plataforma SaaS de soluções integradas e com foco nas atividades de controladoria e planejamento financeiro que oferece: automatização das demonstrações financeiras (DRE, FC e Balanço), construção e acompanhamento do orçamento e forecast, elaboração e padronização de relatórios e dashboards, e automatização do processo de consolidação contábil. Mais do que uma ferramenta de gestão, uma metodologia inovadora para otimizar sua performance financeira.
Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This is a comprehensive fintech solutions system that is backed up by a support team around the clock. It is also completely cloud-based, which means that it is ready for immediate deployment anytime. Leveras is an emerging fintech solutions provider in the Middle East, with a roster of clients from around the globe.
Innova Micro finances is a SAAS based financial platform specialized in micro-credit evaluation. It is built to help micro and small businesses with improving productivity and reducing risk rates. This solution helps in evaluating loans for micro and small businesses using INDE  methodology, which has a proven risk rate of less than 3%. This solution uses artificial intelligence models to evaluate customers and allow easy integrations with third-party tools and core systems. Innova Microfinances - SaaS based Micro-Credit Evaluation Specialist
A plataforma MFS da Tmob foi criada para operadoras mundiais de GSM e para empresas licenciadas em dinheiro eletrônico, com o objetivo de transformá-las em instituições financeiras. Desde recarga de celular pré-pago até pagamento de fatura, ela oferece serviços financeiros para clientes com acesso limitado aos serviços bancários ou que não têm conta bancária. Essa solução baseada na nuvem é segura, confiável e flexível. Confira a lista completa de recursos no site. Para que as empresas de telecomunicações se tornem instituições financeiras, oferecendo transferências monetárias, pagamentos de contas, pagamentos digitais e muito mais.
CAM Financial Services helps businesses automate (credit) decision-making processes for factoring, leasing, and other financial services. Enables scaling businesses. Standard interfaces give access to data from information agencies, credit insurers and other service providers and allow controlling master data, risk and limit management. In addition, the software supports with KYC and compliance tasks as well as with the management of dunning and debt collection. Our product helps businesses automate (credit) decision-making processes for factoring, leasing, and other financial services.
ETNA Stock Trading API is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares and real-time market data. Online brokers, FinTechs, portfolio managers, digital advisors and roboadvisors take advantage of leveraging Trading API to automate trade submissions, reporting, trade allocations and track order statuses, positions and account balances. Multi-Asset Trading API automates trade submissions, reporting, allocations and track order statuses.
This financial advice software generates quality reports and provides an overview of providers, current legislation and regulations. This financial advice software generates quality reports and provides an overview of providers, current legislation and regulations.
We strive to make the subject of stock analysis simple yet comprehensive. We believe that the best trading strategies and insights are the ones that are devoid of wizardry, zig-zags and formulas that confuse everyone, except their creators. We provide scanners/screeners for recent spikes, sideways, recovering stocks. Members can also take advantage of our performance tracker, our volatility ranker and our classified news aggregator. Simple and actionable stock market insights to empower active traders and investors, without wizardry, zig-zags and confusing formulas.
O TOGGLE é um software de análise baseado em IA que ajuda investidores exigentes a extrair informações melhores e mais rápidas dos dados por uma fração do custo de uma equipe de ciência de dados. O TOGGLE ajuda investidores a gerenciar o fluxo diário de informações, procurar oportunidades ocultas, analisar fatores que influenciam ativos e padrões passados e disponibilizar dados tradicionais e alternativos para análise prontamente. O TOGGLE ajuda investidores a gerenciar o fluxo diário de informações, procurar oportunidades ocultas e analisar fatores que influenciam ativos e padrões passados.
Taulias Supply Chain Finance, also known as Reverse Factoring, is a type of supplier finance that provides funding in a way that benefits everyone. A third-party funder pays your suppliers early, giving them critical liquidity. You then pay the funder in line with your payment terms, preserving your cash. Offer your suppliers vital cash flow freedom using Taulia Supply Chain Finance, a third-party funded Reverse Factoring solution.
Leverage D&Bs business credit reports and predictive analytics to manage your customers' trade credit risk and grow your business. Larger businesses: Blend your accounts receivable data with D&B data for detailed risk assessments with D&B Credit Advantage. Automate credit decisions with D&B Credit Premium. Small Businesses: Credit Essentials is designed for small businesses to perform credit checks and agree new credit terms, to knowing your own companys score and recommended credit limits. Manage your credit & risk through reports & predictive analytics. This scalable solution puts Dun & Bradstreets data at your fingertip
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients. Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.