Best Financial Services Software for Microsoft SharePoint

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

We offer a complete CapEx solution that covers all aspects of CapEx, including: Budgeting and Forecasting, Approvals and CapEx Requests. This will help you to be more efficient and get your money back. CapEx360®, you can track and allocate your money. CapEx360®, which can be customized to your CapEx approval process, allows for multiple workflows and allows budgets to upload or create right within the software. Forecasting and forecasting scenarios are possible to be added and tracked. Capital Budgeting is still managed using spreadsheets and emails from different departments, locations, and sites. This can lead to project delays, overspending, and inaccurate foresight.

Empower your company with generative AI tools for finance. Rogo combines cutting edge LLMs and deep financial services expertise to allow you to create the ideal AI platform for your company. Research, make data-driven decision, and produce smarter material in minutes, instead of days. Use an AI tool with financial services as its DNA. Rogo's financial AI adapts itself to your firm's language and data. Rogo searches, analyzes, cites and cites millions of documents including your proprietary content and our extensive libraries, saving you hours manual digging. Rogo is a secure enterprise AI platform designed for elite financial institutions. It helps you save time, unlock insight, and automate your workflows. You can supercharge your productivity with a suite of tools. Spend less time on manual work, let junior team members concentrate on higher-value tasks, and empower executives with the ability to answer their questions.