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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 |
|---|---|---|---|---|---|---|
| 176 | 0 | 0 | - | – / – / – / – | Stock monitoring tool to streamline market insights and stock analysis via spikes scanner, dips & crashes, performance tracker & more. Learn more about StockTreats | |
| 177 | 0 | 0 | - | – / – / – / – | Xapii is Tiimely’s lending automation platform that transforms customer data into actionable insights to automate lending decisions Learn more about Tiimely | |
| 178 | 0 | 0 | - | – / – / – / – | Complete servicing and account management solution for administering a range of savings, mortgage, and equity release products. Learn more about finova Servicing | |
| 179 | 0 | 0 | - | – / – / – / – | Our new web-based platform offers a seamless and intuitive workflow for portfolio development and client communication. Learn more about Portfolio Lab | |
| 180 | 0 | 0 | - | – / – / – / – | Purpose-built tool for navigating the complexity of global corporate ownership and commercial relationships. Learn more about Sayari Graph | |
| 181 | 0 | 0 | - | – / – / – / – | Brokerage management tool that helps businesses manage customer relationships, client portal, partner portal and compliance regulation. Learn more about Finovex | |
| 182 | 0 | 0 | - | – / – / – / – | Transforming the way finance professionals conduct qualitative public market research. Learn more about Quartr | |
| 183 | 0 | 0 | - | – / – / – / – | Transacted is private equity software that uses AI to automate data analysis, accelerate diligence workflows, and generate deliverables Learn more about Transacted | |
| 184 | 0 | 0 | - | – / – / – / – | IronClad Family is a planning platform helping financial advisors uncover new revenue opportunities within their client base. Learn more about IronClad Family | |
| 185 | 0 | 0 | - | – / – / – / – | Empowering bank tellers, sellers and advisors to efficiently execute transactions with VeriBranch Branch Automation solution. Learn more about VeriBranch | |
| 186 | 0 | 0 | - | – / – / – / – | Goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients. Learn more about Horizon Dashboard | |
| 187 | 0 | 0 | - | – / – / – / – | Banking platform that enables global retail banks to automate business processes and implement key enterprise services. Learn more about Oracle Banking Platform | |
| 188 | 0 | 0 | - | – / – / – / – | A configurable, scalable software platform for working capital, automotive, equipment and wholesale finance. Learn more about Solifi Open Finance Platform | |
| 189 | 0 | 0 | - | – / – / – / – | Choose a financial management platform that speaks ecommerce. Learn more about Juni | |
| 190 | 0 | 0 | - | – / – / – / – | We’re here to help you expand your business to offer financial services to create additional revenue and business opportunities Learn more about Alviere Hive | |
| 191 | 0 | 0 | - | – / – / – / – | Digitalize your company's expense management. Silae Expense offers modern and intuitive tools to manage your expense reports. Learn more about Silae Expense | |
| 192 | 0 | 0 | - | – / – / – / – | SaaS Software Risk and Cash collection : Collect faster 📊 Save time and gain visibility. Improve your cash flow. Decrease the DSO. Learn more about Hoopiz Credit Management | |
| 193 | 0 | 0 | - | – / – / – / – | Argyle is the leading provider of direct-source, consumer-permissioned income and employment verifications. Learn more about Argyle | |
| 194 | 0 | 0 | - | – / – / – / – | Epsilon Multiples Tool is market data software offering analytics for M&A, private equity, and valuation professionals in Europe. Learn more about Epsilon Research | |
| 195 | 0 | 0 | - | – / – / – / – | Unified cash visibility, automated payments & secure banking connectivity : Cegid Allmybanks empowers CFOs and treasurers worldwide. Learn more about Cegid Treasury | |
| 196 | 0 | 0 | - | – / – / – / – | Nium Multi Currency Accounts software enables businesses to collect, manage, and disburse funds across multiple currencies globally. Learn more about Nium Multi Currency Accounts | |
| 197 | 0 | 0 | - | – / – / – / – | Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting. Learn more about Vumi | |
| 198 | 0 | 0 | - | – / – / – / – | Trade Innovation is the top booking engine for working capital and supply chain finance, seamlessly integrating workflow management. Learn more about Finastra Trade Innovation | |
| 199 | 0 | 0 | - | – / – / – / – | Experian Partner Solutions is white-label financial wellness and identity protection software that helps businesses increase revenue. Learn more about Experian Partner Solutions | |
| 200 | 0 | 0 | - | – / – / – / – | SBS Open Banking Platform unburdens FIs from compliance, simplifies integrations, enables Open Finance, and enhances user experiences. Learn more about SBS Open Banking |