Financial Services Software

Have More LIVE Conversations in 15-Minutes Guaranteed! We're so confident you'll boost outbound sales with our power dialer, you can use our full product for FREE without a credit card. Here's why we're confident: 1) Dial leads 4x faster 2) No awkward pauses after contact answers 3) Drop voicemails/emails in 1-click 4) Automate post call workflows 5) No special equipment needed. Powerful yet easy to use! Learn more about PhoneBurner

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. Learn more about PayrollPanda

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. Learn more about Focus 9

Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration Learn more about Coconut Software

Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Learn more about Plaid

CCM solution that helps companies manage and deliver personalized communications from one platform. Learn more about Quadient Inspire

B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America. Learn more about B4B Payments

Indirect tax is a software suite of products that were specifically made to help small to large companies with all their tax responsibilities. The products offered in this suite focus on supporting companies manage their sales and use tax, VAT and GST. These factors are managed with the following four products: Determination software, which determines and analyzes, Indirect Compliance software that helps with the management, Fast Sales Tax software focuses on compliance and lastly, the Certificate Manager software that validates, tracks and governs exemptions certificates. Learn more about ONESOURCE Indirect Tax

SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia. The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration. Learn more about SnapAP

Ivalua's Invoice to Pay journey transforms invoice automation, redefines the AP journey and removes the traditional barriers to touchless invoice processing: Centralized Invoice Hub supporting ALL invoices and ALL suppliers Digitizing & validation of Tax compliance for ALL countries AP Automation with embedded smart matching workflow with one-click approval Analytical dashboards that allows continuous improvement, removing Compromise Out-of-the-box connectors and connectivity Learn more about Ivalua

Financial services and accounting software for credit unions, banks, and title companies. Learn more about Epicor ERP Financial Management

Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to visualize prospective outcomes instantly. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Learn more about Whitebirch Planning

HES Fintech offers a dedicated loan servicing software that can be customized and deployed as a white-label solution in 3 months. The solution supports all loan products and automates the entire servicing process, from the time the loan is closed until it¿s paid off. Set up calculations for different loan types, automate loan disbursement, configure, calculate and track payment schedules, perform day-to-day calculations for accruals, write-offs - in a single lending environment. Learn more about HES Lending Platform

Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, reporting and a powerful business rules engine at your fingertips. Learn more about ORYX

TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. Learn more about TOGGLE

Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing. Learn more about WebVision

Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics software connects with any GL and easily accommodates GL-related changes resulting from organic growth or M&A activity. Quick to implement and user friendly. One-click distribution of large volumes of accurate reports in seconds. Cut close cycle by 50% or more. NOTE: does not work with QuickBooks. Learn more about FYIsoft

Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action. Learn more about Pega Marketing

Analytics to strengthen finance risk and performance strategies Learn more about Oracle Financial Services Analytics

Airwallex is the business account built for global businesses. Your account comes standard with features like multi-currency business accounts, so you can collect and hold money in over 11 currencies while avoiding double conversions. Issue virtual debit cards for you and your team in seconds. Transfer money internationally in up to 23 different currencies, without the excessive fees and transfer wait times. Integrate with our API to improve your platform product offering and scale your business Learn more about Airwallex