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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 |
|---|---|---|---|---|---|---|
| 101 | 4.7 | 3 | - | 4.3 / 4.7 / 4.7 / 5.0 | Financial planning tool that helps advisors manage clients' budgets, create strategies for tax efficiency & forecast retirement plans. Learn more about RightCapital | |
| 102 | 3.7 | 3 | - | 3.3 / 4.0 / 3.7 / 3.5 | Analytics to strengthen finance risk and performance strategies Learn more about Oracle Financial Services Analytics | |
| 103 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 4.0 | Quanto is a cloud platform that can manage all financial products operations from beginning to end. Learn more about Quanto | |
| 104 | 5 | 2 | - | 3.5 / 5.0 / 4.0 / 5.0 | Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Learn more about DebtPayPro | |
| 105 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 5.0 | Front to Back Software for Commercial Finance, SCF, Accounts Receivable, Debt Collection, Leasing, Consumer Finance, Credit Insurance Learn more about iMX | |
| 106 | 5 | 2 | - | 5.0 / 4.5 / 5.0 / 5.0 | Complete platform that allows MNOs, MVNOs, Banks and Financial institutions to launch a digital wallet Learn more about e Wallet | |
| 107 | 5 | 2 | - | 5.0 / 5.0 / 5.0 / 5.0 | RNDpoint's Neobank software offers customizable mobile UI, integrated features, and a modular backend core for app development. Learn more about NEObank software | |
| 108 | 4.5 | 2 | - | 4.5 / 5.0 / 4.0 / 5.0 | Questis transforms businesses by helping employees solve the root causes of financial stress with technology and one-on-one coaching. Learn more about Questis | |
| 109 | 4.5 | 2 | - | 5.0 / 4.0 / 5.0 / 4.5 | Mooncard is the platform that allows you to manage your business expenses from payment to accounting. Learn more about Mooncard | |
| 110 | 4.5 | 2 | - | 4.5 / 5.0 / 4.5 / 4.5 | GRC solution that helps monitor bank-wide data to normalize critical risks and the potential negative effects on company's performance. Learn more about Watchtower | |
| 111 | 4.5 | 2 | - | 3.0 / 3.5 / 3.5 / 4.0 | SBS Financing Platform is a cloud-native wholesale and asset finance platform used by banks, captives, and asset finance lenders Learn more about SBS Asset Finance | |
| 112 | 4.5 | 2 | - | 5.0 / 4.0 / 5.0 / 4.5 | Next-generation mobile finance solution that empowers FinTech companies and financial institutions. Learn more about DigiPay.Guru | |
| 113 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | OneCore for Microsoft Dynamics is the Microsoft certified financial services software solution for loans, leases, rentals and more. Learn more about OneCore | |
| 114 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 0.0 | Financial data API enabling connection of customer financial accounts from over 10000 US and Canadian financial institutions. Learn more about Flinks Connectivity | |
| 115 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | ABLE Platform provides an end-to-end loan origination and loan management system for banks, fintechs, retail lenders and microfinance. Learn more about ABLE Platform | |
| 116 | 5 | 1 | - | 5.0 / 5.0 / 4.0 / 0.0 | Fitsyn is a white-label, full suite front-end CRM that simplifies your sales cycle and helps your business convert more leads. Learn more about Fitsyn | |
| 117 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | IDS FinTech is a financial software provider, offering wealth and asset management solutions to financial companies in the MENA region. Learn more about Vestio | |
| 118 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Meld aggregates fintech integrations such as Stripe, Plaid, Moonpay, and more through a single integration and UI. Learn more about Meld | |
| 119 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Create a seamless subscription path of any bank or insurance products and distribute it online without any IT development. Learn more about Particeep Plug | |
| 120 | 5 | 1 | - | 5.0 / 4.0 / 0.0 / 0.0 | A better way to map, access and sell into the family office & registered investment advisor landscape. Learn more about FINTRX Platform | |
| 121 | 5 | 1 | - | 4.0 / 5.0 / 4.0 / 5.0 | End-to-end onboarding platform for financial products, all through video recording. Now available to companies in Latin America. Learn more about Onboarding 3.0 | |
| 122 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 0.0 | Process management system that provides efficiency and visibility across your advisory firm so that nothing slips through the cracks. Learn more about Hubly | |
| 123 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 5.0 | Multi-jurisdiction, streamlined CRS/FATCA classification, remediation, and reporting solution for Fis and CSPs. Learn more about CRS/FATCA One | |
| 124 | 5 | 1 | - | 5.0 / 5.0 / 5.0 / 4.0 | Empowering businesses to make informed credit decisions with comprehensive reports, unique data insights, customer monitoring & alerts. Learn more about CreditorWatch | |
| 125 | 5 | 1 | - | 4.0 / 3.0 / 5.0 / 4.0 | We create or Integrate our solutions for Hedge Funds, Brokers, and Quantitative experts Learn more about Blackwave Trading Platform |