Logiciels pour services financiers (Financial Services Software)

Un logiciel pour services financiers est utilisé pour gérer les opérations quotidiennes des banques, des coopératives de crédit et d'autres organisations qui fournissent des services financiers aux entreprises et au grand public.

Pourquoi Capterra est gratuit
CustomerMatrix

CustomerMatrix

par CustomerMatrix

(0 avis)
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.
CashPooler

CashPooler

par DataLog Finance

(0 avis)
CashPooler est la première centrale de paiement et de recouvrement entièrement basée sur le web. Le logiciel peut gérer toutes sortes d'opérations et de flux financiers afin de proposer aux trésoriers une vision précise de la situation financière du holding et des entités du groupe. Avec son module complet d'import/export, CashPooler gère tous les types de fichiers et de formats et peut communiquer avec les banques avec n'importe quel protocole via le module bancaire CashCom. CashPooler a gagné la confiance de nombreux grands groupes (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour...).
OnBase

OnBase

par Hyland Software

(32 avis)
Le logiciel ECM (Enterprise Content Management) OnBase combine la gestion intégrée des documents, le BPM (Business Process Management) et la gestion des dossiers dans une seule application. Qu'elle soit déployée en tant que solution hébergée ou basée sur site, OnBase permet aux organisations d'automatiser les processus métier et de réduire le temps et le coût d'exécution des fonctions métier importantes grâce à la gestion et au contrôle du contenu. Solution ECM combinant la gestion intégrée des documents, le BPM (Business Process Management) et la gestion des enregistrements.
Inspire

Inspire

par Quadient

(0 avis)
CCM solution that helps companies manage and deliver personalized communications from one platform. CCM solution that helps companies manage and deliver personalized communications from one platform.
PhoneBurner

PhoneBurner

par PhoneBurner

(72 avis)
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.
PayrollPanda

PayrollPanda

par PayrollPanda

(40 avis)
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll. A SaaS payroll and leave app for Malaysian businesses.
Workday Financial Management
Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system. Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system.
Global Relay Archive

Global Relay Archive

par Global Relay Communications

(2 avis)
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.
Pega Marketing

Pega Marketing

par Pegasystems

(1 avis)
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.
Cognito

Cognito

par SpiceFactory

(0 avis)
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.
SAP S/4HANA Finance
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.
Sage 300cloud

Sage 300cloud

par Sage

(69 avis)
Looking to improve efficiency or effectiveness in your manufacturing, distribution, or retail services business? Sage 300cloud takes the complexity out of managing your business finances across borders, in multiple currencies and locations. Our solution can help prepare your business for growth, and you'll love how easy it is to manage your accounting, inventory, operations, distribution, and more. Sage 300cloud helps small and medium companies manage their business without the cost or complexity of traditional ERP software.
Coupa Financial Services

Coupa Financial Services

par Coupa Software

(34 avis)
Procurement, expense management, and invoicing solutions for financial services industry. Procurement, expense management, and invoicing solutions for financial services industry.
Ytel

Ytel

par Ytel

(21 avis)
API and Cloud contact center solutions to manage campaigns and live contacts. Ideal for multi-channel campaigns and customer care. Accessible anywhere. Easy set up, customizable & supported by customer service 24/7. Analytics and reports come standard. Powerful CRM integration, ringless voicemail, voice broadcast and SMS including short code, toll-free and local numbers nationwide. HIghest quality connections and outcomes with Ytel. API and Cloud contact center solutions. Ideal for large scale multi-channel campaigns and customer care.
Oracle Financial Services EPM
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.
Focus 8

Focus 8

par Focus SoftNet

(5 avis)
Focus 8 is a modern ERP application suite that provides a unified solution cater to specific enterprise management needs. The comprehensive software integrates and automates the core business functions and operational processes across the organization. Advanced business intelligence embedded system employs slice and dice methodology to provides businesses with actionable insights and help them stay ahead of their competitors. It is also in compliance with the tax regulations in the USA providi Focus 8 is a Customizable ERP Software Solution, which improves Scalability, Mobility, and Governance of businesses
WebVision

WebVision

par Imagineer Technology Group

(4 avis)
WebVision fournit aux gestionnaires d'actifs une plateforme sophistiquée pour la gestion des reportings en ligne et de la gestion des événements au niveau des fonds et des investisseurs depuis leur propre site web. Toutes les communications avec les investisseurs et les prospects peuvent être automatisées grâce à cet outil en ligne puissant et sécurisé. WebVision peut être indépendant, en récupérant les importations de données à partir d'outils CRM exclusifs ou autres, ou bien être totalement intégré à Clienteer pour atteindre des niveaux encore plus élevés de contrôle et d'automatisation. WebVision est une plateforme sophistiquée basée sur le cloud qui aide les gestionnaires d'actifs à gérer sans effort le reporting client et le marketing de fond.
ORYX Plan

ORYX Plan

par Accountagility

(3 avis)
La solution de planification financière et de prévision de Accountagility permet une automatisation complète de toutes les activités de planification, libérant ainsi de précieuses ressources. Apporte une analyse détaillée, des rapports et un puissant moteur de règles métier à portée de main. ORYX Plan est une solution de planification financière et de prévision faisant partie de la suite intégrée d'Accountagility, qui réduit les coûts d'exploitation.
K2

K2

par K2

(2 avis)
Process automation system integrated with many business apps for account & fund management, customer onboarding, and loan origination. Process automation system integrated with many business apps for account & fund management, customer onboarding, and loan origination.
DebtPayPro

DebtPayPro

par Debt Pay

(1 avis)
A complete set of cloud based CRM tools and integrations to help financial service providers. A complete set of cloud based CRM tools and integrations to help financial service providers.
Epicor ERP Financial Services

Epicor ERP Financial Services

par Epicor Software

(1 avis)
Financial services and accounting software for credit unions, banks, and title companies. Financial services and accounting software for credit unions, banks, and title companies.
AML360 Dashboard

AML360 Dashboard

par AML360

(1 avis)
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.
GeoInsight

GeoInsight

par Pitney Bowes

(0 avis)
Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool. Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool.
Kovair Test Management

Kovair Test Management

par Kovair Software

(0 avis)
Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.
ALT ASM

ALT ASM

par HCL Technologies

(0 avis)
Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services. Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services.
Financial Advice and Client Engagement Software
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
Ormsby Street

Ormsby Street

par Ormsby Street

(0 avis)
Ormsby Street provides big insight for small businesses Ormsby Street provides big insight for small businesses
Optimizer

Optimizer

par Synertree CMS

(0 avis)
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
Easy Reporting Matrix basEd Solution
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
FinCompare

FinCompare

par FinCompare

(0 avis)
Make smart corporate finance a competitive advantage now. FinCompare always has the right solution. Make smart corporate finance a competitive advantage now. FinCompare always has the right solution.