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Financial Services
https://www.capterra.com/financial-services-software/Niches in this category - the functional product types blended into "Financial Services" (87)
Banking-as-a-Service & Core Banking Platform17Spend & Expense Management Software12Cash Flow & Treasury Management Software11Loan Origination & Servicing Platform10Financial & Investment Analytics Platform10Wealth & Financial Advisor CRM7Financial Planning & Analysis (FP&A) Platform6Trading Platform & Order/Execution Management System6KYC & Identity Verification Platform6Accounts Payable Automation Software6Open Banking & Account-to-Account Payment Platform5Cross-Border Payments & International Money Transfer Platform5ERP Suite5Online Business Banking Platform5Payment Processing & Gateway Software5Accounts Receivable Automation & Collections Software5Credit Risk & Decisioning Platform5Stock Research & Market Data Terminal4Procure-to-Pay & Procurement Software4Small Business Accounting Software4Bill Pay & B2B Payments Platform4Card Issuing & Corporate Card Platform4Digital Banking & Mobile Banking Platform3Deal Sourcing & M&A/PE Market Intelligence Platform3Financial Planning & Goals-Based Advice Software3Digital Wealth Advisory & Client Engagement Platform3Microfinance & Credit Union Core Banking3Portfolio Management System for Asset & Wealth Managers3Investment Accounting & Portfolio Reporting Platform3Supply Chain Finance & Working Capital Platform3Employee Financial Wellness Platform2Mortgage & Loan Origination CRM2AML & Transaction Monitoring Software2Regulatory & Statutory Reporting Software2Intelligent Document Processing (IDP) & OCR2AutoML & No-Code Predictive Analytics Platform2Document Generation & Assembly Software2Client Portal & Document Collection Platform2Workflow Automation & BPM Platform2Appointment Scheduling & Online Booking Software2Embedded Payments & Payfac-as-a-Service Platform2Fraud Detection & Risk Orchestration Platform2Branch Automation & Teller Software2Financial Data Aggregation & Verification Platform2Mobile Money & Mobile Financial Services Platform2Approval Workflow & Decision Management Platform2AI Agent Builder & Orchestration Platform2ACH & Bank Transfer Processing Software1AI Decision Intelligence & Forecasting Platform1Operational Risk Management Software for Financial Institutions1CRM Software1Supply Chain Risk & Sustainability Platform1Integration Platform as a Service (iPaaS)1Nonprofit & Fund Accounting Software1Lease Accounting & Management Software1Financial Close & Account Reconciliation Software1Crypto Accounting & Digital Asset Subledger1AI Bookkeeping Automation Platform1Enterprise AI Search & Knowledge Management1Open Banking & Financial Data Aggregation API1Spreadsheet-to-Database Integration Tool1Earned Wage Access & On-Demand Pay Platform1Financial Consolidation & Close Reporting Software1SaaS Spend & License Management Platform1Financial Services Regulatory Compliance Software1Business Credit Reporting & Commercial Credit Data Service1Sustainability & ESG Reporting Software1Tax Compliance & E-Invoicing Software1Capital Project & Program Controls Software1Consumer Digital Wallet & P2P Payment App1Industry-Specific Vertical Business Software1Remote Desktop & Screen-Sharing Support Tool1Robo-Advisor & Automated Investing Platform1Retirement & 401(k) Plan Administration Platform1Internal Audit Management Software1Investor Relations & Public Company IR Platform1No-Code / Low-Code Application Platform1Business Plan Writing & Startup Forecasting Software1Load & Performance Testing Platform1Sales Intelligence & Prospecting Platform1Insurance Agency Management & CRM1People Analytics & Workforce Intelligence Platform1Competitive Intelligence & Market Monitoring Platform1Point of Sale (POS) Software1Data Catalog, Governance & Master Data Management1Third-Party / Vendor Risk Management Software1Third-Party Debt Collections Agency Software1
224 products6 pages scraped of 6226 in category4 sponsored0 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 26 | 4.6 | 44 | - | 4.4 / 4.5 / 4.4 / 4.4 | AccountsIQ's financial services software automates workflows, helping finance companies manage transactions and reporting with ease. Learn more about AccountsIQ | |
| 27 | 4.8 | 42 | - | 4.6 / 4.6 / 4.6 / 4.5 | Xente enables businesses to manage finances from one dashboard offering features such as spend management, mobile banking, and more. Learn more about Xente | |
| 28 | 4.8 | 41 | - | 4.5 / 4.9 / 4.7 / 4.8 | Fluent is a powerful document automation platform that revolutionizes how enterprises generate data-driven templates. Learn more about Fluent | |
| 29 | 4.7 | 41 | - | 4.5 / 4.6 / 4.5 / 4.7 | Sales Acceleration Platform for the world's largest Financial Services Institutions. Learn more about Vymo | |
| 30 | 4.2 | 38 | - | 4.1 / 3.9 / 4.2 / 3.4 | Serrala enables the digital ‘Office of the CFO’ by integrating finance and treasury into one central ecosystem for corporate payments. Learn more about Serrala Suite | |
| 31 | 4.6 | 37 | - | 4.5 / 4.5 / 4.5 / 4.4 | Corpay provides seamless spend management, from procurement to payment, in one integrated platform. Learn more about Corpay | |
| 32 | 4.5 | 32 | - | 4.5 / 4.3 / 4.4 / 3.6 | PitchBook is the industry's leading data and research platform for private capital markets. Learn more about PitchBook | |
| 33 | 4.9 | 29 | - | 4.8 / 4.9 / 4.6 / 4.9 | SaaS procurement platform designed to help businesses of all sizes monitor contracts, generate reports, visualize data and more. Learn more about Najar | |
| 34 | 4.8 | 24 | - | 4.8 / 5.0 / 4.8 / 4.8 | Company Watch streamlines financial risk management through real-time risk insights, predictions, and powerful financial scoring. Learn more about Company Watch | |
| 35 | 4.4 | 24 | - | 4.3 / 5.0 / 4.1 / 4.6 | A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations. Learn more about AdvisorEngine | |
| 36 | 4.8 | 21 | - | 4.8 / 4.9 / 4.5 / 4.8 | Custom-layout financial statements for consistent Governance with Closign & Consolidation. Learn more about Accountfy | |
| 37 | 4.6 | 21 | - | 4.4 / 4.5 / 4.5 / 4.8 | An API that lets users accept payments, access invoices, manage analytics, view transaction reports, and more from a unified platform. Learn more about Caxton | |
| 38 | 4.7 | 19 | - | 4.7 / 4.4 / 4.5 / 4.3 | Probe42 is the largest platform providing in-depth information on all private companies in India curated from 746 data sources. Learn more about Probe42 | |
| 39 | 4.3 | 17 | - | 4.1 / 4.1 / 4.3 / 4.4 | Infor SunSystems helps CFOs make sense of financial data from all their organization to make decisions based on their real-time reality Learn more about Infor SunSystems | |
| 40 | 4.6 | 16 | - | 4.9 / 4.9 / 4.4 / 4.8 | AI-powered data platform that helps M&A professionals find acquisition targets, add-ons, or competitors with a single search. Learn more about Inven | |
| 41 | 4.2 | 16 | - | 3.4 / 3.8 / 4.1 / 3.5 | See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value. Learn more about eMoney Advisor | |
| 42 | 4.8 | 15 | - | 4.9 / 4.9 / 4.6 / 4.9 | The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years! Learn more about DLS Financials | |
| 43 | 4.1 | 15 | - | 4.4 / 3.9 / 4.5 / 4.1 | Banking solution that enables incumbent and challenger financial to build innovative and scalable products. Learn more about BankOne | |
| 44 | 3.9 | 15 | - | 4.1 / 3.4 / 4.1 / 3.8 | Airwallex's platform is built for growing businesses that want to streamline their global payments and financial operations. Learn more about Airwallex | |
| 45 | 4 | 14 | - | 3.9 / 3.8 / 3.9 / 4.0 | GST, VAT, Sales and use tax system product suite that offers indirect tax policy configuration, calculation, remittance, and filing. Learn more about ONESOURCE Indirect Tax | |
| 46 | 4.9 | 13 | - | 4.6 / 4.8 / 4.5 / 4.7 | Equifax Ignite® for Financial Services offers fast access to differentiated data for exploration, analytics and modeling Learn more about Equifax Ignite for Financial Services | |
| 47 | 4.7 | 13 | - | 4.8 / 4.6 / 4.7 / 4.0 | Innovative and compliant digital interaction technology for financial institutions to humanize remote customer interactions Learn more about Surfly | |
| 48 | 4.5 | 13 | - | 4.6 / 4.8 / 4.5 / 4.5 | Automates transactional datasets, converting complex financial data into an easy to understand, accessible, and reconcilable format. Learn more about Kani | |
| 49 | 4.5 | 13 | - | 4.7 / 4.7 / 4.6 / 4.6 | PayNet provides White-labeled Neo Banking and Payment software solutions. Learn more about PayNet Banking Platform | |
| 50 | 4.8 | 12 | - | 4.8 / 4.8 / 4.6 / 4.1 | Identity verification platform that helps businesses perform automated KYC, due diligence checks, and risk-based underwriting. Learn more about Deepvue.tech |