Best Financial Services Software of 2024

Global B2B payment solutions that are fast and easy for sellers, freelancers, SMB/SMEs and enterprise-level business owners. Metaprise allows you to pay and get paid quickly in multiple ways around the globe, all from one platform.

The future where errors and inaccuracies can be eliminated using cutting-edge artificial intelligence, go-to market is faster and easier, customer acquisition is faster with tailored lending products, elevated experiences, and this is called Lentra. Lentra, a brand-new domain-native platform, was built from the ground up. It was designed and developed to meet all the needs of any financial institution. Ready-to-use, with quick deployment and curated journeys. Microservices architecture that allows for custom customer journeys. No CapEx with pay-per-user/transaction SaaS model. With dedicated data centers, it is always-on. In-built industry-grade secure infrastructure. API-driven for rapid 3rd party integrations. Horizontal scaling allows for growth. Lentra offers a range of solutions that cover all aspects of a financial institution's lending needs, including personal loans and credit cards.

We are a fintech company that aims to provide self-service, transparency and risk mutualisation to the global financial service industry. AccessFintech Synergy DataLake allows optimization of workflow through collaboration, data access and shared technology access. Our network of self-service and shared data solutions enrich and extend data, workflow, and technology throughout the transaction lifecycle. This results in more transparency, faster resolution, fewer failures, and valuable benchmarking insights. Self-service solutions to automate transaction resolution and decision-making in multiprovider environments. Optimize workflows and workforces through risk assessment, recommendation, sharing of workloads, and tracking actions. Benchmarking insights to improve and optimize cost.

Aerotruth makes it easy for financial service institutions and banks to manage their correspondent, fintech, and banking partner relationships. There are many documents that must be exchanged to approve compliance approval for new partner onboarding and periodic reviews of B2B partnership relationships. This process shouldn't take more than a few months. Aerotruth makes it easy for financial service institutions and banks to manage their correspondent, banking, and fintech partner relationships. Aerotruth helps you speed up the approval and document exchange process, which allows you to conduct due diligence on existing and new partners more quickly. Aerotruth, a secure cloud-based platform, makes it easy for institutions to store, exchange and approve documents that are required to comply with regulatory requirements during the review and onboarding processes.

You can improve the financial health of your employees and reduce your PTO liabilities. This will also increase cash flow for your business. Sorbet's PTO cash-out solution makes it easy for employees to cash out unutilized PTO and reduces employer liability. Your employees will have instant access to their hard-earned pay when they need it most. Their monthly salaries will remain untouched. Sorbet isn't expensive for your company! It actually saves money for your company. You pay nothing if your employees don't cash in. Cashing out employees saves money. You can track the value of your PTO liability over time. Get insight into your company's financial and overall health. Employees have the right to decide how they spend their PTO. Your employees will be more financially healthy. It's a win-win situation if we can improve morale, enable our employees pay their bills and live the lifestyle they want at very low cost to the company.

PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers.

The cash conversion cycle is a key control parameter for your working capital. Calculate your cash conversion rate based on your business processes. Then, determine how you can improve your cash flow and your working capital by improving one or two KPIs. Our financing platform provides you with all the common supply chain finance instruments, and allows you to optimize your global financing of goods or services. The Traxpay platform allows you to connect with your suppliers and financing partners quickly, securely, and easily. Digital forfaiting gives you the chance to quickly and easily generate additional liquidity. You can directly sell your trade receivables to your financing partners and receive the full agreed sale price. Your suppliers can choose which invoices they want to accelerate and when. The discount will be higher if payment is made earlier than usual.

E6 offers the infrastructure and flexibility to deliver industry-leading payment solutions to top 50 global banks, fintechs and other organizations. With our payment technology, you will always be ahead of the curve. Stop letting outdated technology limit 21st century opportunities. TRITIUM is E6's powerful payment platform. It offers a solution that is flexible enough to redefine the paytech industry, yet secure and reliable enough to please your CIO. TRITIUM, E6's powerful payments platform, is the only solution if you want to modernize your existing payment technology stack, expand your business or get ahead of your competition. You didn't just stumble upon this page, so tell us what your goals are. TRITIUM's flexible, single payment platform can be used for almost any type of payments application, from launching innovative products to powering a BaaS. Our modern payment platform will simplify your paytech stack, and help you reduce costs.

i2i Logic combines your company's spreads with the best corporate financial data to generate insights and drive your frontline's market activity. The analytics and insights will be delivered through a digital platform that corporate bankers and advisers can use at their desks or in the field with their clients. Users include relationship, markets, supply-chain and transactional banking teams as well as bank executives, non-bank corporate advisers, and credit teams. Automated data driven prospecting based on 100,000s of companies, and thousands of industry profile. Financial and operating metrics are analysed with dynamic benchmarking compared to industries and peers. Conversation modules for your clients to share - capital needs, debt sizing and liquidity, markets and transaction banking.

Omnia is a modular platform that enables your business to undergo a Digital Transformation. It boosts your revenue generation, rationalizes your costs, and creates an omnichannel and multichannel experience for your customers. All of this at high security levels. Integrate your legacy systems, external services and institutions in one place. Offer a unique, homogeneous and seamless experience to both your internal and external customers. Implement pre-designed applications quickly that can be easily adapted to your current Business requirements. Omnia provides applications that are easy to deploy and can accelerate your business growth. With a platform that adapts to any Legacy System on the market, you can preserve the best of your IT Investment. Reduced costs and risks of your digital transformation process by enabling continuous innovation and scalability of your products and service.

Rightfoot offers secure connectivity to millions business and personal accounts without requiring an account login. Our proprietary technology relieves customers of the burden of having to remember multiple passwords for their financial footprint. Rightfoot illuminates accounts that were previously opaque and gives you a complete financial picture of your customer. The financial picture of a customer can change dramatically since the last update of credit bureau data. Rightfoot gives you the information you need to make informed decisions. Creditworthiness can be determined by analyzing chargebacks, payment disputes & other data. Avoid the industry-standard dropoff of 40% to unlock seamless product experiences. Use customer-level financial information to hyper-target product offerings.

Our comprehensive, secure and cost-effective solution is built around the ability to reduce risk and gain greater control over the Standing Settlement Instructions (SSI) Process. SSImple is a solution that helps improve SSI communication and processing. It's driven by the current market settlement failure rate. Match SSIs across multiple assets: equity, fixed income, FX, and cash. Protect against disputes. Immutable records support every action. High visibility - SSI communication is visible at all stages. Market participants, whether they are EU or non-EU domiciled, must tighten their settlement processes to ensure that they are prepared for the new Settlement Regime.

Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups.

Pre-Approval One allows consumers to apply for credit without affecting their credit score. Lender evaluates the applicant's creditworthiness, and offers to lend subject to only collateral requirements or conditions. If the consumer accepts the pre-approved credit offer and meets all the conditions, a hard inquiry will be made. Create a low-friction, single experience for both credit seekers and credit applicants. Collecting all the information you need to underwrite a consumer at the point of intake will help boost take rates. Reduce the time required to complete the application and set expectations for consumers.

Spend less time on prospects who have no chance and more on those with credit conditions. Our customers increase their sales and revenue by spending more time on deals with the credit qualification. iSoftpull eliminates the guesswork of determining if a prospective customer has the credit conditions to qualify for financing. Sign up for a demo account to test the software. iSoftpull allows businesses to optimize sales and marketing efforts through on-demand access of TransUnion and Equifax Credit Reports. Knowing your customer's credit rating from the start allows you to send them marketing material that is relevant. You can stop wasting money on marketing and advertising costs for leads that are unlikely to qualify.

Improve conversion by empowering consumers with targeted messaging, personalized product offers and actionable insights. GenAI-powered Customer Data Platform allows anyone within your organization to perform advanced analytics for marketing, customer base monitoring and segmentation. AI-powered insights from transactional data to give a true picture of the applicants' financial situation for credit assessment and lending lifecycle solutions. Our AI core is constantly learning as we've processed over 50 billion transactions. Our market-leading category is hard to beat. Our first-connection success rate of 98.2%, and 99.99% SLA for uptime, ensures a reliable experience for customers so that you can focus on your growth.

Magic Software has invested heavily in leaders who have vast experience in the technology sector, both in terms of growing and operating ventures and leveraging global talent pools. The leadership team at Magic Software has developed reusable frameworks, technology IP and a focus on delivering digital solution. Magic has specifically build expertise in building digital solutions that leverage content digitization and unstructured/alternative data. The digital solutions will use automation frameworks, tools and digitization to improve the outcomes. Learning outcomes or operational efficiency) are two examples of digital solutions that can be applied to a specific function.

Reduce transfer times from weeks to a few days by eliminating hours of repetitive tasks for your operations team. AI-powered data validation means fewer rejections, which allows you to receive transfers faster. Real-time status updates will calm antsy customers. Our robust and well-documented interfaces allow automation and straight-through process. Our user-friendly interfaces and pre-filled fields help operations teams process exceptions. FINRA is happy with the built-in compliance reports, reconciliation and other features. ACATS can have up to 17 statuses and 33 failure reasons. There are also 100s of data code. We map them and handle all. Integrate your existing core systems including FIS/Phase3, BETA or InteliClear. GoldenBasis allows new customers to upload a brokerage account statement. Our AI extracts the fields and validates them, which greatly reduces errors.

Banks of tier 4/5 are actively recommending us. Leading cooperative bank provider in Greece. Installed at customers in over 40 countries. Offers tailored distribution channels BaaS SaaS on-premise. Projects with a long duration can be modernized and the process time increased. Our modular, easy to integrate software solutions cover all aspects of banking and financial service needs (core banking systems, anti-money-laundering, e-banking and mobile banking, payment systems, etc.). Natech is known to provide resilient, technically excellent software solutions that adapt to whatever challenges our customers face and help move them into new markets and sectors with speed and agility. Natech is an European fintech company that has been providing robust banking services and technology to local, national and multinational banks, payment providers and challengers around the world for over 20 years.

We are the leading currency technology partners, and that is why our name says so. More than 200 of the most innovative and influential companies in the world trust us. Our subscription-based SaaS network and transactional platform are integral to the infrastructure of these organizations, whether it is for payments, pricing, risk management, or trading. Our cloud-based SaaS platform is configurable and ensures the most reliable technology in the market. It can be scaled to meet your ambitions. Our end-toend workflow is designed to support FX functions such as risk management, liquidity aggregation and other essential FX functions for a fixed subscription fee. We provide currency services and trading options to banks, brokers, payment companies and their clients. Access the growing cryptocurrency markets with the same level of institutional quality and reliability.

NayaOne is your gateway to financial technologies. It offers a unique Sandbox as a Service Platform that empowers institutions with unprecedented speed and security to innovate, build and test digital solutions. NayaOne is your gateway to financial technologies, offering a unique Sandbox as a Service Platform that empowers institutions with unmatched speed, security, and innovation to build and test digital solutions. Connecting new technologies to existing banking systems can be a difficult task. Adopting new technology comes with the requirement to maintain the highest standards of data protection and regulatory compliance. Growing your business in an innovative way is fraught with risk, and most of the changes you make require technology from a 3rd party.

Options is on a mission transform the financial sector technology. We are not market participants, but the No. We are the No. 1 provider of IT infrastructure for global Capital Markets firms, supporting them and their ecosystems. We are proud to offer high-performance managed trading infrastructures and cloud-enabled managed service to more than 550 global firms. This provides an agile, scalable platform with an Investment Bank-grade Cybersecurity wrapper. Our clients include global investment banks, hedge funds and funds of funds, as well as brokers, dealers, private equity houses, exchanges, and private equity houses. We support these clients daily in over 20 countries. We are available at all hours of the day and can help you no matter what time it is. We have offices in eight major cities: New York, Toronto and Chicago, London, Belfast and Hong Kong, Singapore, Auckland and Singapore. This allows us to provide services both onsite as well as remotely.

Financial institutions can seamlessly identify optimization opportunities and collaborate with other market participants using our SaaS products. We use proprietary workflow technology and advanced algorithms to analyze portfolio optimization and execute it with counterparties. This allows firms to: Identify offsetting trades to eliminate position, freeing up capital without affecting risk. By moving positions to institutions that are better placed to hold them you can open your credit lines. By creating capital efficient positions, you can access capital at the most diverse sources. Our SaaS products change everything. Empower everyone. Reimagine the way capital markets work.

The Adaptive Bank in a Box, or BiaB, is a graph-based application that can be hosted on the Cloud. This allows financial services organizations to take advantage of best practices in financial industry content. This includes data and models that link industry content to the organization's data. This allows for proper assessments and processes, including data privacy and mandates for AML. Universal Banks will have an adaptive business function model (ABFM) that will detail at the right level of detail all the key front, middle, and back office activities in Retail, Commercial, and Investment Banking. Universal Banks will have an adaptive business information model (ABIM), which will provide key information and data-related concepts as well as their logical attributes across all functions. The ABIM will serve as a de facto data glossary and dictionary that banks can customize to suit their environment.

Access to markets is difficult and expensive due to old infrastructure. We began with prime brokerage - an industry that has not seen any real innovation for decades. Our tech-first platform redefined the way prime brokers work - improving accessibility, speed, and customer service. We want to continue this change in all capital markets for all types of investors - institutions, active trader, market-makers and fintech apps. Our prime brokerage platform is scalable and provides optimal clearing solutions for market participants without regard to firm size, return profile or strategy. We provide you with clean data to help you make better decisions faster. Our proprietary platforms for securities lending and funding have allowed us to create extensive distribution channels that support the liquidity requirements of our clients and borrower counterparties.