Banks of all types (retail, business, corporate, or investment) need banking software to manage funds, financial transactions, and interactions with their customers. This type of software helps banks provide better services, and comply with laws and regulations specific to their industries. Some banking solutions also offer features such as financial marketing to attract and retain customers, or tools that customers can use to manage their personal finances. Banking software can improve customer experience by providing portals or mobile apps for account management and transactions. Managers can use banking software to determine which services are profitable, to track customer satisfaction, and monitor cash flows.
Integration with back office software, such as accounting or human resources, is provided by most solutions. For advances financial analytics, integration with business intelligence and data management solutions is also provided by most vendors.
To qualify for inclusion in the Banking category, a product must:
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BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.
Dynamo Software has been a premier, industry-specific provider of investment management and online reporting software for alternative assets fund managers and alternative asset allocators since 1998. The Dynamo™ platform is a Cloud-based solution dedicated to improving the productivity of fundraising, investor relations, due diligence, investment research, portfolio analysis, and investor relations teams through intelligent automation for critical data management processes and advanced reporting capabilities. Dynamo Software has been entrusted by over 400 limited and general partnerships worldwide, including private equity and venture capital firms, hedge funds, real estate investment firms, funds of funds, institutional investors, family offices, prime brokers, and fund administrators.
Validis provides a quick, easy, and secure way for small businesses to share their financial data with accounting firms and financial institutions. Our unique, cloud-based technology collects financial data from a business’s online or offline accounting application and automatically assembles the data into a set of standardized reports in minutes. The reports are viewable in our online portal and seamlessly integrate into your existing technologies.
Beacon Orbit-Financial Inclusion Business Correspondent Solution (Beacon Orbit-FIBC) is a first-of-its-kind solution custom-built for Co-operative Banks and uniquely conceptualized to act as bridge between the banking service and the common man at their place of work, fields and doorsteps.
Encompass Confirm provides a single point of access for all the data sources you need for customer onboarding, significantly reducing the time spent gathering the information required to make your decisions. Continue using your existing sources with no change to your billing, and gain further insight from additional sources for enhanced due diligence as and when you need.
Flinks is a data-driven technology partner that provides a gateway to the leading Canadian Financial Institutions – covering over 98% of all Canadian accounts. Integrating Flinks to your Business processes, you get: • Account Verification (institution, transit and account number) • ID Verification (full name, civic address, email and phone number) • Balance Verification (making sure payments clear the user’s account) • Account History Aggregation (up to 365 days of transaction) • Monthly Security Reports
Zikher’s SaaS platform helps community banks, credit unions, and private lenders compete with corporate banks and P2P lending companies, using consumer-facing technology to streamline the loan application pipeline. Our digital lending platform helps banks keep pace with technological advances in the banking industry, without these banks having to pay high prices. Zikher’s model is revolutionary because the loan application is entirely online and is substantially quicker than the current paper-based process. Customers have help at their fingertips with our customer relationship management tools that let them message or video chat a loan officer 24/7. Banks that partner with Zikher will see a rise in demand since the process is quicker and more efficient. Bank customers used to be in the dark without up-to-date loan status information. Zikher solves this issue by giving customers loan information in real-time. With simple and affordable implementation, Zikher aims to disrupt the industry and help level the playing field for their client base.