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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 |
|---|---|---|---|---|---|---|
| 151 | 0 | 0 | - | – / – / – / – | BeeQeeper simplifies digital banking, AML compliance, and payment operations for financial institutions and crypto asset providers. Learn more about BeeQeeper | |
| 152 | 0 | 0 | - | – / – / – / – | Xepelin is a free payment and financing platform for all companies. Learn more about Xepelin | |
| 153 | 0 | 0 | - | – / – / – / – | Financial services solution that helps businesses automate banking requests, manage card operations, and manage customer interactions. Learn more about ServiceNow Financial Services Operations | |
| 154 | 0 | 0 | - | – / – / – / – | finova Savings is a digital-first savings solution providing an end-to-end platform for financial institutions. Learn more about finova Savings | |
| 155 | 0 | 0 | - | – / – / – / – | Finpace is AI-powered banking software modernizing financial operations and improving customer experiences for institutions. Learn more about Finpace | |
| 156 | 0 | 0 | - | – / – / – / – | Kanbina is finance automation software that streamlines accounting workflows and transactions via intelligent document processing. Learn more about Kanbina | |
| 157 | 0 | 0 | - | – / – / – / – | Envestnet | Tamarac is a portfolio management, reporting, trading, CRM, and tools software for registered investment advisors. Learn more about Envestnet | Tamarac | |
| 158 | 0 | 0 | - | – / – / – / – | gator is a cloud-based open banking solution that helps financial institutions leverage banking data to gather customer insights. Learn more about gator | |
| 159 | 0 | 0 | - | – / – / – / – | OrbisPay is designed to help businesses provide wages to employees on demand for paying bills and handling emergency expenses. Learn more about OrbisPay | |
| 160 | 0 | 0 | - | – / – / – / – | Flowie is the ultimate Procurement and Finance Operations platform for modern companies, centralizing P2P, O2C and Cash Flow management Learn more about Flowie | |
| 161 | 0 | 0 | - | – / – / – / – | Kovair ALM is an integrated ALM platform to develop versatile software with superior quality in a cost-effective manner. Learn more about Kovair ALM | |
| 162 | 0 | 0 | - | – / – / – / – | Our product enables the automation of (credit) decision-making processes and scalability of businesses. Learn more about CAM Financial Services | |
| 163 | 0 | 0 | - | – / – / – / – | MurphFin is an AI software that helps businesses create business plans, optimize for funding programs, and build financial projections. Learn more about MurphFin | |
| 164 | 0 | 0 | - | – / – / – / – | Nium delivers real-time global payments and card issuance, enabling enterprises to move money across 190+ countries. Learn more about Nium | |
| 165 | 0 | 0 | - | – / – / – / – | FinX is a financial data platform that extracts data from statements and documents and transforms it into actionable insights. Learn more about FinX | |
| 166 | 0 | 0 | - | – / – / – / – | Delivers data objectives & ROI Reduces project time & risk Sec Reference, Market, ESG, Prod/Fund, Entity/Cust/Party/Issuer, Corp Action Learn more about GoldenSource Enterprise Data Management | |
| 167 | 0 | 0 | - | – / – / – / – | Hudson is a payment software blending market expertise and banking tech to simplify transactions for businesses of all sizes. Learn more about Hudson | |
| 168 | 0 | 0 | - | – / – / – / – | Cash & Credit is a debt collection and credit management software package that improves the performance of 3 processes in the OTC. Learn more about Cash & Credit | |
| 169 | 0 | 0 | - | – / – / – / – | Banqsoft's Digital Banking empowers banks for a seamless, efficient, and secure customer experience. Learn more about Banqsoft Digital Banking | |
| 170 | 0 | 0 | - | – / – / – / – | AgentFlow is an agentic AI platform for reliably automating finance and insurance workflows by codifying internal knowledge. Learn more about AgentFlow | |
| 171 | 0 | 0 | - | – / – / – / – | No-code AI-powered options trading automation for retail traders. Turn plain English prompts into autonomous agent chains. Start free. Learn more about Treeova | |
| 172 | 0 | 0 | - | – / – / – / – | Break Analytics is IRA planning software that helps advisors model Roth conversions and create tax-efficient IRA strategies. Learn more about Break Analytics | |
| 173 | 0 | 0 | - | – / – / – / – | Innova Microfinances - SaaS based Micro-Credit Evaluation Specialist Learn more about Innova Microfinances | |
| 174 | 0 | 0 | - | – / – / – / – | Intelligent digital advisory solutions for banks and insurance companies, which can be used as self-service or for personal advisory. Learn more about riskine | |
| 175 | 0 | 0 | - | – / – / – / – | Cloud-based platform unifying lending, account opening, mortgage, collections, and analytics for financial institutions. Learn more about MeridianLink One |