Logiciels pour services financiers

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
Plateforme de gestion de trésorerie SaaS conçue pour la trésorerie d'entreprise. Elle automatise les espèces et les liquidités, les paiements et les processus financiers de la chaîne d'approvisionnement. En savoir plus sur The Treasury Cloud Plateforme de gestion de trésorerie SaaS conçue pour la trésorerie d'entreprise. Elle automatise les espèces et les liquidités, les paiements et les processus financiers de la chaîne d'approvisionnement. En savoir plus sur The Treasury Cloud
Un logiciel de numérotation qui aide les agents de services financiers à parler à plus de prospects en moins de temps. Fonctionnalités haut de gamme. Facile à utiliser. Aucun contrat ! Essayez-le GRATUITEMENT sans carte de crédit. Un logiciel de numérotation et de CRM sur le cloud qui permet d'appeler jusqu'à 80 contacts/heure, de laisser instantanément des messages vocaux et des e-mails, de gérer des contacts et de réaliser plus de ventes.
Gérez les paiements et les communications bancaires, les risques financiers, la relation client et les ventes incitatives avec un logiciel de gestion de la trésorerie. Gérez les paiements et les communications bancaires, les risques financiers, la relation client et les ventes incitatives avec un logiciel de gestion de la trésorerie.
Brex is an expense management solution for startups and ecommerce. Help your business scale with a simple setup and a corporate card that offers game changing rewards. Upload receipts through the Brex app, or submit them via text and email. Add new users, issue cards, and set and track spending limits for everyone on the team. For startups and ecommerce brands, it's never been easier to manage your cash flow and seasonality. Sign up online in 5 minutes! Brex is the first corporate card for startups and ecommerce, with simple setup and 10-20x higher limits to help your business scale.

par PayrollPanda

(51 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.

par Hyland Software

(50 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.
Procurement, expense management, and invoicing solutions for financial services industry. Procurement, expense management, and invoicing solutions for financial services industry.

par Total Expert

(27 avis)
Total Expert est un logiciel de gestion financière, précurseur en matière de système d'exploitation marketing (Marketing Operating System, MOS) moderne pour l'entreprise. Il permet aux sociétés de prêt et de services financiers de se forger une clientèle en alliant relations humaines et simplicité du numérique. Cette solution dynamise le marketing et soutient la croissance des revenus à hauteur de 10 % des 2 000 milliards de dollars par an du secteur hypothécaire aux États-Unis. Elle permet également aux banques et aux prêteurs de devancer les attentes des consommateurs en matière de communication, de consommation et de gestion de leur vie financière à l'ère numérique/réseau social. Total Expert est un logiciel de gestion financière, précurseur en matière de système d'exploitation marketing (Marketing Operating System, MOS) moderne pour l'entreprise.

par Focus SoftNet

(27 avis)
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehensive web-based software, Focus 9 is furnished with advanced tools enabling organizations across industries to optimize the critical business functions including human capital management, accounting and financial, enterprise performance management, supplier and customer relationship management. Enjoy superior data processing with Focus 9's pronghorn server

par Sales Sling

(24 avis)
100% Cloud-Based Dialer & Lead Management Technology for Financial Agents - Talk to More Prospects Than Ever Before with an Industry-Leading 10x More Conversations. Try us for 7 days FREE and see immediate results: No pause when a contact answers, unlimited dial-out lines, seamless integration with your current CRM, powerful workflow automations, and much more! 100% Cloud-Based Dialer & Lead Management Technology for Financial Agents - Empower Your Team with up to 10x More Conversations

par ScaleFactor

(13 avis)
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.

par Quadient

(11 avis)
Solution de CCM qui aide les entreprises à gérer et à diffuser des communications personnalisées à partir d'une seule plateforme. Solution de CCM qui aide les entreprises à gérer et à diffuser des communications personnalisées à partir d'une seule plateforme.
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.
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.

par Coconut Software

(7 avis)
Coconut provides an enterprise appointment solutions for the financial services industry. Coconut is purpose build for appointment driven credit unions, retail banks and loan originators that schedule meetings across multiple locations and services. Coconut makes it it easy for customers to book meetings online, through a call center or in person at a branch location. Coconut integrates with a wide variety of email and calendar providers so booked meeting automatically sync. Coconut Software is an enterprise-grade appointment scheduling solution of appointment driven businesses.

par Accountagility

(5 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.

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.
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.

par Global Relay Communications

(3 avis)
Global Relay Archive est une solution d'archivage de messages de classe entreprise qui répond aux exigences d'e-discovery, de la conformité réglementaire, des audits internes et externes, de la continuité des opérations, de la gestion des données, du stockage et de la sécurité des entreprises réglementées. Développé entièrement en interne, Archive saisit et conserve en toute sécurité plus de 50 types de données, dont les e-mails, la messagerie instantanée, les réseaux sociaux, Bloomberg et Thomson Reuters et les stocke dans un référentiel cloud unifié et privé doté de fonctions de recherche fédérées. Global Relay Archive est une solution d'archivage, de supervision et d'e-discovery d'e-mails dans le cloud.
Financial services and accounting software for credit unions, banks, and title companies. Financial services and accounting software for credit unions, banks, and title companies.
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.

par Cap Hedge Ventures

(1 avis)
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. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your money is going. Take a leap towards better time and resource management with Caprivis CapEx software and get 360 degrees of control over your CapEx
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.

par Obsidian Suite

(1 avis)
Obsidian est un framework tout-en-un de gestion des investisseurs à l'efficacité prouvée : il permet à ses clients du secteur financier de numériser rapidement leurs transactions, de réduire les coûts et d'améliorer les cycles de vente. Ses clients utilisent son interface moderne pour sélectionner l'une des quatre suites principales (Finance CRM, Data Rooms, Investor Portals et Business Intelligence), tout en tirant parti des déploiements les plus rapides sur le marché. Obsidian offre le meilleur niveau de cybersécurité sur le marché ainsi que des fonctionnalités de cryptage dignes du secteur bancaire. Joignez-vous aux milliers d'utilisateurs (+ de 10 000) d'Obsidian et transformez vos activités. Obsidian Suite est le seul framework tout-en-un de gestion des investisseurs. Convient aux professionnels de la finance, du CRM et du business intelligence ainsi qu'aux data rooms et aux portails d'investisseurs.
Modular solution for the retail financial market to streamline management of financial products and loan lifecycle control. Modular solution for the retail financial market to streamline management of financial products and loan lifecycle control.

par Assetbook

(0 avis)
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.

par Envestnet Asset Management

(0 avis)
Analytics platform that helps businesses identify risks and opportunities by leveraging their data. Analytics platform that helps businesses identify risks and opportunities by leveraging their data.

par Questis

(0 avis)
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.

par AlphaSense

(0 avis)
Logiciel de moteur de recherche financier basé sur des algorithmes de recherche linguistique pour identifier les points de données, les détails de l'entreprise et les tendances du marché. Logiciel de moteur de recherche financier basé sur des algorithmes de recherche linguistique pour identifier les points de données, les détails de l'entreprise et les tendances du marché.

par PFM Solutions

(0 avis)
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.

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...).

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.

par Kovair Software

(0 avis)
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

par Ormsby Street

(0 avis)
Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more. Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more.

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.

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.

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

par flowpilot

(0 avis)
The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy! Simply upload your accounting data and get an overview of your current and forecasted cashflow. Recognize risks and optimization potentials early as they arise and get tips how to eliminate them. Make better decisions by easy and quick simulations simply without effort. Test our highly automated cash flow management software 14 days for free! The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy!
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

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.

par FOCONIS

(0 avis)
Modular internal control system that helps financial institutions to automate data source monitoring and data analysis. Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.

par Softarex Technologies

(0 avis)
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.

par Fintory

(0 avis)
Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels. Easy-to-use tools for creating, managing, and analyzing customer acquisition funnels.

par Dion Global Solutions

(0 avis)
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.

par Euronext

(0 avis)
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
Rimilia crée des logiciels conçus pour aider les responsables financiers à éliminer les pratiques archaïques de suivi des liquidités et de gestion des recouvrements de crédit. Rimilia offre aux grandes entreprises du monde entier une répartition plus rapide des liquidités, des informations plus claires et un meilleur contrôle du flux de trésorerie. En tant que solution de rang mondial, Rimilia est compatible avec n'importe quel ERP, avec toute devise, toute banque, dans tous les pays et toutes les langues. Rimilia possède des bureaux à Bromsgrove et Londres, au Royaume-Uni, ainsi qu'à Denver, dans le Colorado, aux États-Unis. Automatisation des comptes clients optimisée par l'IA pour les demandes de trésorerie, le rapprochement bancaire et la gestion du crédit pour les grandes organisations.

par Saphety

(0 avis)
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.

par ObjectWay

(0 avis)
Financial and digital software for banking. Financial and digital software for banking.

par Windham Labs

(0 avis)
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.

par Omega Financial Solutions

(0 avis)
Wealth and Asset Management solution for private banks and family offices + fund management one stop solution. Wealth and Asset Management solution for private banks and family offices + fund management one stop solution.

par Longview Solutions

(0 avis)
Eliminate the burdens of data gathering and validation. Clear the way for strategic thinking and action. Eliminate the burdens of data gathering and validation. Clear the way for strategic thinking and action.

par Dunstan Thomas

(0 avis)
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.

par Loyica

(0 avis)
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.

par HuTechnology

(0 avis)
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 [1] 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

par Neurona

(0 avis)
Software that works as a transactional switch specialized in managing electronic money transactions. Software that works as a transactional switch specialized in managing electronic money transactions.

par Increase

(0 avis)
Platform designed to control the cash flow, reconciliation processes and accounting. Platform designed to control the cash flow, reconciliation processes and accounting.

par tmob Tech

(0 avis)
All-inclusive solution facilitating utility payments, money transfers, storing cards, top-ups for telcos and more. All-inclusive solution facilitating utility payments, money transfers, storing cards, top-ups for telcos and more.

par Prof. Schumann

(0 avis)
Helps businesses automate (credit) decision-making processes for factoring, leasing, and other financial services. Helps businesses automate (credit) decision-making processes for factoring, leasing, and other financial services.

par ETNA Software

(0 avis)
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.