Finanzdienstleister Software wird verwendet, um den täglichen Betrieb von Banken, Kreditgenossenschaften und anderen Organisationen zu verwalten, die Finanzdienstleistungen für Unternehmen und die allgemeine Öffentlichkeit bereitstellen.
Filter die Ergebnisse (37)
- Analytik (15)
- Cash Management (6)
- Compliance Management (15)
- Kanalmanagement (7)
- Kundenbindung (15)
- Leistungsmanagement (15)
- Prognose (5)
- Risikomanagement (15)
- Spartenoptimierung (7)
- Steuermanagement (5)
Die Finanzplanungs- und Prognoselösung von Accountagility ermöglicht eine vollständige Automatisierung aller Planungsaktivitäten und entlastet deine wertvollen Ressourcen. Mit vollständiger Drill-Down-Analyse, Reporting und einer leistungsstarken Business-Rules-Engine zur Hand. Erfahre mehr über ORYX Plan ORYX Plan ist eine Lösung für Finanzplanung und -prognose, Teil einer integrierten Suite von Accountagility, die die Betriebskosten senkt. Erfahre mehr über ORYX Plan
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card. Erfahre mehr über PhoneBurner Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales. Erfahre mehr über PhoneBurner
API and Cloud contact center solutions to manage campaigns and live contacts. Ideal for multi-channel campaigns and customer care. Accessible anywhere. Easy set up, customizable & supported by customer service 24/7. Analytics and reports come standard. Powerful CRM integration, ringless voicemail, voice broadcast and SMS including short code, toll-free and local numbers nationwide. HIghest quality connections and outcomes with Ytel. Erfahre mehr über Ytel API and Cloud contact center solutions. Ideal for large scale multi-channel campaigns and customer care. Erfahre mehr über Ytel
Coconut provides an enterprise appointment solutions for the financial services industry. Coconut is purpose build for appointment driven credit unions, retail banks and loan originators that schedule meetings across multiple locations and services. Coconut makes it it easy for customers to book meetings online, through a call center or in person at a branch location. Coconut integrates with a wide variety of email and calendar providers so booked meeting automatically sync. Erfahre mehr über Financial Services Scheduling Coconut Software is an enterprise-grade appointment scheduling solution of appointment driven financial services institutions. Erfahre mehr über Financial Services Scheduling
OnBase Enterprise Content Management Software kombiniert integriertes Dokumentenmanagement, Business-Process-Management und Records-Management in einer einzigen Anwendung. Ob als gehostete oder ortsbasierte Lösung eingesetzt, OnBase ermöglicht Unternehmen die Automatisierung von Geschäftsprozessen und reduziert den Zeit- und Kostenaufwand für die Durchführung wichtiger Geschäftsfunktionen durch die Verwaltung und Kontrolle von Inhalten. ECM-Lösung, die integriertes Dokumentenmanagement, Business-Process-Management und Records-Management kombiniert.
Obsidian ist eine All-in-one-Plattform für Investorenmanagement. Viele Kunden im Finanzsektor haben damit bereits erfolgreich und zügig ihr Geschäft digitalisiert, Kosten gesenkt und den Vertriebszyklus optimiert. Im Rahmen unserer modernen Oberfläche können Kunden aus vier Suiten wählen: Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen. Die Systeme sind in Rekordzeit einführbar. Wir gewährleisten branchenführende Sicherheit und Verschlüsselung mit Bankenstandard. Über 10.000 zufriedene Obsidian-Anwender haben damit bereits ihre Arbeitsabläufe umgestaltet. Die Obsidian Suite ist die einzige All-in-one-Plattform für Investorenmanagement. Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks. Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll. A SaaS payroll and leave app for Malaysian businesses.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, storage and security of regulated firms. Developed entirely in-house, the Archive securely captures and preserves over 50 data types, including email, IM, social media, Bloomberg and Thomson Reuters, storing them in a unified and private cloud repository with federated search capabilities. Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution.
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situation of the group holding and entities. With its comprehensive import/export module, CashPooler manages all types of files and formats and can communicate with banks with any protocol through the CashCom banking module. CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action. Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system. Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications. Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software. Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Looking to improve efficiency or effectiveness in your manufacturing, distribution, or retail services business? Sage 300cloud takes the complexity out of managing your business finances across borders, in multiple currencies and locations. Our solution can help prepare your business for growth, and you'll love how easy it is to manage your accounting, inventory, operations, distribution, and more. Sage 300cloud helps small and medium companies manage their business without the cost or complexity of traditional ERP software.
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehensive web-based software, Focus 9 is furnished with advanced tools enabling organizations across industries to optimize the critical business functions including human capital management, accounting and financial, enterprise performance management, supplier and customer relationship management. Enjoy superior data processing with Focus 9's pronghorn server
Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights. Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights.
WebVision bietet Asset-Managern eine ausgereifte Plattform für die Verwaltung von Online-Reporting und Event-Management auf Fonds- und Investorenebene über die eigene Corporate Website. Die gesamte Kommunikation zwischen Investoren und Interessenten kann über dieses leistungsstarke und sichere Online-Tool automatisiert werden. WebVision kann eigenständig arbeiten, Datenimporte von proprietären oder anderen CRM-Tools übernehmen oder vollständig in den Client integriert werden, um noch mehr Kontrolle und Automatisierung zu erreichen. WebVision ist eine ausgereifte cloudbasierte Plattform, mit der Vermögensverwalter das Kundenreporting und das Fondsmarketing mühelos verwalten können.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch. AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool. Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool.
Manage end-to-end Software Test Life Cycle STLC with support for manual testing, test automation, automated defect tracking and real-time test metrics. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. With recent move to agile practices and the growing needs for continuous delivery, the testers jobs are no more limited to writing repetitive test cases, manual test execution, frequent regression testing, manual defect s Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.
Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services. Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services.
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more. Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy! Simply upload your accounting data and get an overview of your current and forecasted cashflow. Recognize risks and optimization potentials early as they arise and get tips how to eliminate them. Make better decisions by easy and quick simulations simply without effort. Test our highly automated cash flow management software 14 days for free! The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy!
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register) Regulatory and Matrix reporting for Bank of Italy
Modular internal control system that helps financial institutions to automate data source monitoring and data analysis. Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.
Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment. Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment.
Financial solution that helps small businesses with daily cash flows, sales performance and growth capital and seller dashboard. Financial solution that helps small businesses with daily cash flows, sales performance and growth capital and seller dashboard.