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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 |
|---|---|---|---|---|---|---|
| 201 | 0 | 0 | - | – / – / – / – | Godel Terminal is a web-based software tool that provides real-time market data, news, and research tools for investment professionals. Learn more about Godel Terminal | |
| 202 | 0 | 0 | - | – / – / – / – | AI-based accounts payable solution for invoice processing, OCR data capture, and automated approvals inside Salesforce. Learn more about Quick Payable | |
| 203 | 0 | 0 | - | – / – / – / – | Innovative technology for end-to-end digital transformation of your financial services Learn more about Jocata GRID | |
| 204 | 0 | 0 | - | – / – / – / – | Client intelligence platform for wealth firms to centralise life data, evidence Consumer Duty, and surface advice opportunities. Learn more about Lyfeguard | |
| 205 | 0 | 0 | - | – / – / – / – | The Genesis Application Development Platform allows businesses to create and deploy applications, manage integrations, and more. Learn more about Genesis | |
| 206 | 0 | 0 | - | – / – / – / – | Electronic banking and payments software platform built for financial institutions focused on foreign exchange and global payments. Learn more about Datasoft FxOffice | |
| 207 | 0 | 0 | - | – / – / – / – | emformX changes how corporate banks win and nurture higher value business through digital advisory and client self service. Learn more about emformX | |
| 208 | 0 | 0 | - | – / – / – / – | Sesami is a cloud-based cash management platform using AI-powered software and devices for financial institutions and retailers. Learn more about Sesami | |
| 209 | 0 | 0 | - | – / – / – / – | CECL FIT provides a flexible, compliant solution with a reasonable and supportable forecast and full transparency. Learn more about CECL FIT | |
| 210 | 0 | 0 | - | – / – / – / – | Aico empowers finance teams with automation and real-time insight across the financial close. Learn more about Aico | |
| 211 | 0 | 0 | - | – / – / – / – | Payflows provides finance teams with real-time, centralized, automated visibility, access & control over all finance data & workflows. Learn more about Payflows | |
| 212 | 0 | 0 | - | – / – / – / – | OIXIO Leasing | Loans is a lease and contract management solution that includes proposal making, contract signing, acquisition & more. Learn more about OIXIO Leasing | Loans | |
| 213 | 0 | 0 | - | – / – / – / – | Paywize is a fintech platform that provides infrastructure for managing payouts, collections, and connected banking operations. Learn more about Paywize | |
| 214 | 0 | 0 | - | – / – / – / – | Portfolio management system for investment advisors that provides a combination of web-based software and personalized service. Learn more about Pulse | |
| 215 | 0 | 0 | - | – / – / – / – | The Invoice Hive automates invoicing and bank reconciliation with AI to cut data entry and detect anomalies. Learn more about The Invoice Hive | |
| 216 | 0 | 0 | - | – / – / – / – | RelPro is our B2B relationship intelligence solution. RelPro helps you find, learn about and stay in touch with key decision-makers Learn more about RelPro | |
| 217 | 0 | 0 | - | – / – / – / – | Powdr allows users to create, investor-ready forecast models, for their businesses driven by their own business metrics and strategy. Learn more about Powdr | |
| 218 | 0 | 0 | - | – / – / – / – | Financial services solution that helps cooperatives and credit unions with member management, transaction processing & reporting tools. Learn more about FinSofTek | |
| 219 | 0 | 0 | - | – / – / – / – | etops Advisory Hub enables scalable, compliant wealth advisory with seamless onboarding, multi-custody views, and smart automation. Learn more about etops Advisory Hub | |
| 220 | 0 | 0 | - | – / – / – / – | Take part in the mobile payments revolution with our custom-fit Mobile Financial Solutions Platform Learn more about MFS PLATFORM | |
| 221 | 0 | 0 | - | – / – / – / – | CIBIL is a credit score API that provides financial institutions access to credit data for real-time decisions and risk assessment. Learn more about CIBIL | |
| 222 | 0 | 0 | - | – / – / – / – | etops Wealth Discovery is portfolio management software that streamlines onboarding with financial profiling and data-driven insights. Learn more about etops Wealth Discovery | |
| 223 | 0 | 0 | - | – / – / – / – | EQUAL is a financial software that automates banking reconciliations and transactions to ensure control and traceability. Learn more about EQUAL | |
| 224 | 0 | 0 | - | – / – / – / – | Software that helps community banks, regional banks, and credit unions deliver mobile enrollment and online banking services. Learn more about Q2 Platform |