Financial services software describes a family of solutions utilized by various industries involved directly with money matters. These products help financial services providers perform their basic job duties, stay compliant with regulations, and provide optimum assistance to clients. Financial services software includes tools designed specially for use within banks, loan offices, investment firms, and related organizations. The platforms included in this category can provide various features of broader software categories such as HR and Accounting & Finance, along with specialized features only applicable to these finance-related industries.
To qualify for inclusion in the Financial Services category, a product must:
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Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
Provides an adaptive solution for product management, premium calculation, and underwriting rules management, enabling insurers to respond quickly to market changes and manage the policy lifecycle.
The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.
Sentieo organizes the world’s financial information to make you and your team more productive in your fundamental research workflow. As former hedge fund analysts, we understand the challenge of facing a deluge of data each and every day, so we built Sentieo to make you more effective. We process millions of documents to deliver crucial information in seconds with advanced linguistic search algorithms. Organize and centralize your research processes with our notebook and research management system, integrated into your workflow and built with collaboration in mind. Build models faster from source documents with zero data entry using our table extraction tools. Find new information from the same datasets and add new alternative datasets to your arsenal. Our entire platform is cloud-based and mobile-friendly, so you can take it on the road with our top-rated mobile and tablet apps. With Sentieo, you can spend less time gathering and organizing information and more time generating alpha.
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.
As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system.
Oracle Insurance provides adaptive, rules-driven systems that let insurance companies easily change business processes as their business needs change.
Guidewire InsuranceSuite is a provider of core system software to the global Property/Casualty (general) insurance industry. Guidewire InsuranceSuite spans the key functional areas in insurance – underwriting and policy administration, claims management, and billing.
Vertafore provides software solutions for independent insurance agencies and brokers, MGAs, and carriers that help them better manage their businesses and processes to grow revenue and be more profitable. Insurance is all about relationships, and we believe technology should make those relationships even stronger. Our mission is to transform the way the industry operates by putting people at the heart of insurance technology.
Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers.
Indio Technologies provides property and casualty insurance agencies the tools for operationalizing inefficiencies and delivering a top-rate client experience. The white-labeled platform comes armed with 2,000+ digitally enhanced "smart" insurance applications, an auto-generated proposals tool, full e-signature solution, and secure document sharing.
Plaid is a platform with a suite of products that enables developers to build financial applications which can interact with bank accounts, execute payments, and manage risk. It allows a user to easily authenticate and link their bank account to any application and utilize bank-like functionality out of that app. With Plaid, you will be able to develop applications that sync with users’ bank accounts to track and manage their budgets, and transfer funds. Essentially, it serves as the link between banks and financial technologies. Several noted brands like Gusto, Venmo, TransferWise, Charity Water, Robinhood, and Level Money currently use Plaid’s products and solutions. In the case of popular integrated online HR service Gusto, it uses Plaid’s automated clearing house (ACH) functionality to power its payroll direct deposit service. Other fintechs such as budgeting app Level Money utilize the platform to consolidate and clean data from user’s various bank accounts to help them manage and budget their money. In a broad sense, Plaid spans critical segments of financial services including setting up payments and validating financial data. It can help you arrange and execute ACH payments, collect transaction data, validate user’s identity, examine employment and income data, assess the riskiness of users, and embed bank integrations directly inside borrower flows. Developing your own application has never been made easier – with just a few lines of code, you can fit Plaid into whatever you’re building. Overview of the Plaid benefits: Better ACH authentication Authenticating accounts for bank-to-bank payments is made simpler, faster, and more user-friendly. You’ll be able to instantly authenticate transfers without waiting for micro-deposits as well as reduce failed transactions by authenticating and steering users toward ACH. This results in a seamless user experience since you can set up users based on information they already know, effectively eliminating checkbook hunting. It likewise boosts conversions by letting you deploy a mobile-optimized flow that converts much better. Check balances in real-time Working with financial data is simplified with Plaid. In just a few steps you can pull historical data and real-time balance, and get current and available balance info and details about account status and type. You can check in an instant your users’ balances whenever you need to make a transfer. It helps prevent overdrafts and enables pre-funding of transactions with insight into balances. Furthermore, by gaining visibility into available funds before you transfer, you prevent non-sufficient fund (NSF) fees, thereby, reducing if not outright eliminating fraud cost. Curtail bank fraud Plaid enables you to use bank data to verify identities and reduce bank fraud. You can substantiate user identities such as name, phone number, address, and email, and check the information against what’s on file at the bank. You’ll be able to know your users through simple identity check which is further facilitated by auto-fill forms based on account holder info on file with the bank. Clean & categorized transactions Money management is streamlined when you get clean, categorized transaction data that goes back as far as 24 months. You’ll have better details about transactions when placed in context with geolocation, merchant, and category information. With reliable, real-time data that stretches as far back as possible, you gain valuable insights to serve your customers better and reduce cost with low-latency connections that don’t require additional technical resources. Verify borrower assets straight from the source Borrowers can link their bank accounts in seconds to maximize conversions. You get fast processing speeds with a integrated technology that seamlessly connects Plaid into your own experience to reduce friction for borrower. Also expediting connections is the commitment to security such as the use of enterprise-grade 256-bit AES encryption that comes with regular network penetration tests and security reviews.
BriteCore provides a comprehensive Property and Casualty Insurance processing suite to insurers. BriteCore was built from the ground up using the latest modern technology. Deployed using the Amazon Web Services cloud, our enterprise-level software is continually updated to guarantee maximum security, efficiency, and durability at scale. Over 40 insurance carriers, MGAs, and start-ups rely on BriteCore to increase speed to market, improve competitive position, and support growth. Visit www.britecore.com to find out why these companies are putting BriteCore in production all across the US and Canada. BriteCore is also a proud member of NAMIC and provides software solutions to many of its members.
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.
Firm58 is a financial management software platform that automates capital markets firms' middle- and back-office processes across asset classes to provide insight into commissions, fees and compliance. The SaaS platform offers solutions for billing (revenue management), profitability analysis (exchange fee management), commission sharing arrangements/soft dollar management, and surveillance & compliance. As trades are divided across multiple execution venues, it becomes difficult to effectively manage fees, commissions and compliance. From billing or revenue management to regulatory compliance, the Firm58 platform gives businesses the reporting and analytics capabilities needed to identify valuable cost insights and quickly respond to changing market conditions. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers and proprietary trading firms. The platform frees companies from the cost and maintenance of on-site infrastructure, with convenient access via your browser.
Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, payment data, plus much more. Our executive product suite consists of a range of business solutions such as company credit reports, monitoring tools, marketing data, and debt recovery tools all supported by one of the most predictive credit scoring algorithms on the market. Creditsafe ensures you feel secure that you are making sound, informed business decisions based on the information you receive from our system. We offer both local and international company credit reports instantly available with online coverage in over 60 countries. We can also supply a freshly investigated company credit report on any company anywhere in the world within 2-10 working days. All reports benefit from a standardized credit rating that allows you to compare international companies to local ones.
YCharts, the fastest growing online financial data platform, helps investors make smarter decisions. YCharts customers gain access to comprehensive data, visualization and advanced analytics at an affordable cost. YCharts has quickly become the go-to fast, intuitive, cost-effective financial research platform on the market that serves as a one-stop shop for North American equity, mutual fund, ETF and market data and analysis.
SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.
TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with Salesforce.com and TechCanary to build a combined solution of an Agency Management System (AMS) and a Customer Relationship Management System (CRM). The combined solution is TechCanary's Core product Canary AMS.
PCLender delivers the only “Total Mortgage Solution” designed specifically to simplify today’s lending complexities for small and mid-sized lenders. PCLender provides simple, elegant web-based mortgage solutions for community banks, credit unions and mortgage bankers. With a proven record of providing immediate return on your investment, PCLender is the most cost effective lending solution available. Owned and operated by Mortgage Bankers since 1997, we engage with lenders in a collaborative manner to dynamically fit the ever- changing world in which they lend. For more information on PCLender, the only Total Mortgage Solution designed specifically to simplify today’s lending complexities for small and mid-sized lenders, or to schedule a demo, call 877-536-6886 or visit www.pclender.com
RiskOrigins software is a next-generation, credit decisioning and monitoring platform that delivers improved risk management over the credit life cycle. The software offers a robust framework for regulatory compliance while helping banks retain their competitive edge through improved efficiencies and time-to-cash for customers.
To analyze certain industries effectively, you need to dive deeper than basic financials, news and broker reports. The SNL platform combines ground-floor information with the sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory insight and more.
Sales, marketing and educational engine for independent insurance agents and brokers. Train producers, educate and engage clients, and market to prospects with more than 5,300 professionally written and designed pieces of content. Customizable for agency branding.
FormsPlus is a feature-rich policy issuance and administration system that integrates a proprietary form-driven database with an intuitive graphic user interface to automate your policy issuance needs. FormsPlus has been called the ultimate solution for policy issuance due to the incredible increase in productivity it allows for manual form processing. Many clients report a four-fold increase in productivity with the following capabilities: ISO And Non-ISO rating for all lines including: Commercial Auto and Associated Sub-lines General Liability and Associated Exposures Inland Marine (filed and non-filed) Crime Commercial Property BOP Umbrella Workers Comp In addition to the vast increase in productivity, our clients are very excited about the flexibility that FormsPlus has to offer. Whether your business is just getting started or writing multiple lines of business in all 50 states with several offices around the country, FormsPlus can work for you. With its modular design and highly customizable interface, we can tailor the FormsPlus application to suit your workflow. QualCorp's highly trained Business Analysts and Project Managers can review your workflow and suggest configurations that best work for your business.
QQWebRater, our comparative auto rater, is a 100% web-based rater that requires no installation and is available anywhere you have an internet connection. QQWebRater, available in Florida and Texas, seamlessly integrates with our management systems, pulls MVRs, binds policies and bridges to carriers.
Turnkey Lender is online lending platform for loan origination, loan servicing and debt collection. Value proposition: - Comprehensive functionality in one convenient platform. Puts loan origination, credit decisions and loan-processing on auto-pilot; - Adjustable set of proprietary credit scoring models and rules. Improves credit decisions & enables risk-based pricing. Minimizes portfolio risk profile & write-offs. - Fully automated system saves time & money. Closes more of the right loans, faster with fewer FTE. Optimizes approval rates, loan processing capacity, and loan management efficiencies. As a business division of Scorto Corporation, we offer the most technologically advanced loan origination and account servicing software platform available today. Plus it includes all the benefits of an adjustable set of proprietary credit risk scorecards and rules. This is the type of enterprise-grade software that’s used by the big boys. Our software engineers took their large retail loan expertise, adapted the principles to meet the unique needs of leaner lenders, and seamlessly embedding industry best practices for underwriting and loan management into the functionality. So now you can access the most innovative lending technology and risk mitigation techniques without the million dollar investment that normally limits this level of software to the biggest players with the deepest pockets.
Velocity offers an all-in-one insurance solution specializing in the Property & Casualty market that handles the business needs of MGAs, Program Administrators, Wholesalers, Carriers and Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insureds), billing & premium accounting, document management, reporting and more.
Accentures life and annuity software delivers modern solutions that help carriers transform.
Alfa has been delivering systems and consultancy services to the global asset and automotive finance industry since 1990. Our best practice methodologies and specialised knowledge of asset finance mean that we deliver the largest system implementations and most complex business change projects. With an excellent delivery history over our 27 years in the industry, Alfa's track record is unrivalled. Alfa Systems, our class-leading technology platform, is at the heart of some of the world's largest asset finance companies. Key to the business case for each implementation is Alfa Systems' ability to consolidate multiple client systems on a single platform. Alfa Systems supports both retail and corporate business for auto, equipment, wholesale and dealer finance on a multijurisdictional basis, including leases/loans, originations and servicing. An end-to-end solution with integrated workflow and automated processing using business rules, the opportunities that Alfa Systems presents to asset finance companies are clear and compelling. With over 40 clients in 18 countries, Alfa has offices all over Europe, Asia-Pacific and the United States. For more information, visit alfasystems.com.
axefinance offers ACP, Axe Credit Portal, a powerful end-to-end integrated software for credit automation. ACP helps lending institutions increase customer satisfaction, reduce costs through operational efficiency, proactively mitigate risk and ensure compliance with regulations.
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.
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.
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.
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.
eHealthApp provides agency-branded portals for insurance agents and brokers to allow employees of group customers the opportunity to complete health questionnaires, enrollment elections, and other forms online. The secure processes create efficiency for everyone involved – employees, employers, brokers, general agencies, and carriers.
BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.
eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.
The # 1 ranked Claim management system for independent adjusters, TPA's, MGA's, & Mutual Ins. Co.'s. System does not apply to Public Adjusters. Entire system is based on the input from our 1000's of Users. Integrates with Outlook, Quick Books, Xactimate, Xactanalysis, Symbility, NFIP/NFS, LEDES and Google Maps.
On-demand working capital for growing businesses. FundThrough offers businesses instant access to funds from unpaid invoices on an easy-to-use, online funding platform. Funding facility ranges from $500 to over $2 million, depending on the strength of the business' sales. Wherever a business is in its growth cycle, FundThrough can help bridge critical cash flow gaps.
Groupit is a powerful and fully tailorable Reconciliation and Data-Matching software application that efficiently automates even the most complex of business processes. Users also benefit from a dedicated UK-based support team who are on-hand to offer friendly and professional advice. Groupit is developed, maintained and supported by Aurum Solutions.
Instanda is a quick, easy and affordable package for brokers and insurers to design and distribute insurance products online. This fully hosted and completely managed toolkit lets you reach customers through your own online sales channel – as soon as your product is ready.
Technicost's Loan and Mortgage Systems is a professional software with a simple user experience. It automates all activities related to the loan servicing lifecycle, including personal and commercial loans, mortgages, construction loans, asset-based financing and lines of credit.
Ozone Insuria is an easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents.
Employee enrollment software and decision-making tool used by employee benefits independent insurance agents and brokers for their clients and clients' employees. Provide your clients with tools that empower employees to make informed health plan choices. Includes plan design modeling, cost and utilization information, and plan design benchmarking reports.
Sales and marketing platform for personal lines independent insurance agents. Identify account-rounding opportunities within your current database and attack your mono-line policies. Market to prospects and nurture existing client relationships with more than 500 professionally written and designed pieces of content.
QuickCap is an advanced healthcare claim processing system built for IPAs, PHOs, MSOs and other management organizations. It is designed to process EDI and manual claims, capitation, eligibility, referrals, authorizations, premium billing, case management and other healthcare related items.
Ratabase is an insurance rating and underwriting software. Ratabase's proven functionality, scalability and flexible technology empower carriers to quickly deploy extremely complex rating programs and product segmentation in a fraction of the time and cost of other options.
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
SAIL® (Software Application for Integrated Lending) enables customers to streamline the loan application process, increase productivity, and greatly enhance loan tracking and reporting capabilities. Regardless of whether SAIL is used for direct or indirect lending, it provides industry-trusted automobile valuations through connectivity with National Automobile Dealers Association (NADA) and Kelley Blue Book. Fraud detection through your core system is also seamless with SAIL. Financial institutions are able to import security settings with minimal effort.