Alternatives to Equifax Ignite for Financial Services

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.

AI-driven solutions for credit-to-cash powered by Dun & Bradstreet’s global data and analytics. D&B Finance Analytics offers AI-driven solutions backed by the Dun & Bradstreet Data Cloud. D&B Finance Analytics is a flexible, easy-to-use tool that helps finance teams reduce costs, improve customer service, and manage risk. Manage credit and receivables risks to minimize bad debts, reduce DSO and improve cash flow. Automate manual decisioning and monitoring, customer communication, and matching. Offer your customers an online credit application as well as a payment portal. D&B Finance Analytics consists of two platforms: D&B Credit Intelligence and D&B®, Receivables Intelligence. Together, they provide powerful insights and technologies to help you accelerate your success throughout all your credit-to cash processes. You can quickly gain visibility into credit risks, onboard customers, and set the right terms.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Numerous organizations globally rely on IQVIA to accelerate the drug development process, guarantee the safety and quality of products, enhance commercial efficacy, deliver appropriate treatments to patients, and ultimately promote improved health outcomes by facilitating access to and delivery of healthcare. Transform your approach to clinical development by seamlessly integrating data, technology, and analytics to streamline your trials. The outcome? Quicker decision-making and minimized risks, enabling you to provide transformative therapies at a faster pace. With its expertise rooted in data, sophisticated analytics, and deep industry knowledge, IQVIA offers tailored capabilities to clients throughout the healthcare landscape. Stay informed by exploring the latest insights and updates from IQVIA's data scientists, healthcare professionals, researchers, and other industry experts on crucial topics that resonate with your interests. From emerging industry developments to practical applications of our capabilities, a wealth of information awaits you here. Engaging with this content also empowers you to stay ahead in a rapidly evolving healthcare environment.

The TagniFi Console serves as a user-friendly yet robust search engine, enabling users to access any of the 3 billion financial data points in mere seconds. In addition, the TagniFi Excel Add-In seamlessly links your Excel models to an impressive 2 billion financial data points available on the TagniFi platform. This integration allows for the automation of various analyses, including discounted cash flows, public and transaction comparisons, segment evaluations, footnote investigations, interest rates, and much more. TagniFi's cutting-edge financial data technology provides a cost-effective, comprehensive solution designed to enhance the profitability of the business valuation process. Users can easily search for public companies using the TagniFi Console by simply inputting their valuation date and ticker symbols into Excel to conduct a guideline public company method. Furthermore, the console facilitates the search for both public and private M&A transactions, allowing for rapid transaction comparisons by pasting the Deal ID directly into your Excel model. You can also calculate forward multiples for your guideline public company method as of your specified valuation date, with estimates available for key financial metrics such as revenue, EBITDA, and EPS. With its extensive capabilities, TagniFi empowers financial professionals to make informed decisions efficiently.

FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

Unlock business potential through the use of predictive analytics, enabling you to make data-driven decisions and enhance operational processes. With the ability to create predictive models in mere seconds, you can achieve quicker and more accurate forecasting and anomaly detection. TIM InstantML serves as a hyper-automated, advanced machine learning tool designed specifically for time series data, facilitating improved forecasting, anomaly detection, and classification. This solution empowers you to unlock the value embedded in your data, allowing you to harness the capabilities of predictive analytics effectively. It features high-quality automatic feature engineering while concurrently fine-tuning model structures and parameters to optimize performance. TIM also provides versatile deployment options and seamless integration with numerous popular platforms. For those who prefer a user-friendly graphical interface, TIM Studio caters to this need, making the experience efficient and straightforward. Embrace a truly data-driven approach with the robust capabilities of automated predictive analytics, and discover the insights hidden within your data with greater speed and ease. Experience the transformation of your business operations as you leverage these insights to drive strategic initiatives.

Transform your approach to data analysis with idaciti, a platform designed to quickly convert intricate financial and ESG documents into actionable insights in just seconds. Allow idaciti to enhance your ability to extract essential insights from financial and ESG disclosures with unmatched speed and accuracy. Our well-established platform simplifies complex documents into straightforward and intuitive data, allowing you to reveal critical connections and make informed decisions in a matter of minutes. Step into the future of advanced analytics and reporting tools, which will unlock significant growth opportunities, reduce costs, and optimize your operations. With idaciti, you can access vital financial and ESG data sets, encompassing everything from fundamental information and footnotes to critical aspects of climate, diversity, equity, and inclusion. Our cutting-edge XBRL-first framework, augmented by artificial intelligence and machine learning, enables your team to selectively gather the most pertinent data points to enhance strategic decision-making while fostering a culture of data-driven insights throughout your organization. Experience how idaciti can support your journey towards smarter analytics and more efficient reporting processes.

Assist clients in enhancing their cash flow with comprehensive financial analysis reports designed to foster stronger relationships. This collection of reports enables you to select the most suitable automated financial analysis report for either your current or potential clients, optimizing your consulting efforts. Leverage industry-specific data reports to enhance value for prospective clients and pinpoint the industries that warrant your focus. By utilizing straightforward report generation, you can effectively increase your consulting revenue. Additionally, visualize a business's financial trajectory to highlight its strengths and weaknesses over time. Gain insights by benchmarking businesses against the largest repository of real-time financial data from private companies. ProfitCents compiles financial statements from accounting firms, banks, and credit unions through a cooperative data-sharing model. Advisors can employ the narrative report to provide clients with a clearer understanding of their financial standing, as it translates complex financial statements into accessible narrative form, making it easier for accountants to assist their clients in grasping their financial health. This approach not only simplifies communication but also enhances the advisory relationship.

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.

Xpressfeed, the robust data management solution from S&P Global, seamlessly integrates data into your existing workflows. By leveraging the combined expertise of S&P Global and select third-party vendors, Xpressfeed enhances your proprietary analytics, CRM systems, financial portals, and more. Users can access a wealth of over 200 data sets, including point-in-time fundamentals like Compustat and Capital IQ Financials, industry classifications, GICS, estimates, and Trucost Environmental Data. Additionally, it offers insights from Panjiva Supply Chain Intelligence, along with people data, ownership details, corporate relationships, key developments, and beyond. Xpressfeed consolidates all this information into a single integrated data source, providing item-level transaction files that facilitate comprehensive analysis. The extensive data warehouse encompasses foundational data sets essential for advanced quantitative research and modeling efforts. Data is conveniently packaged, compressed, and securely uploaded to a designated location, which can be accessed via FTP or the Xpressfeed Web Service, ensuring a streamlined and efficient data retrieval process. This innovative approach empowers users to enhance their analytical capabilities and make more informed decisions.

Investment professionals in private markets rely on deal sourcing and investment intelligence to discover, assess, and evaluate potential investment opportunities. They can access detailed information on over 4 million private companies, including aspects like growth potential, market dynamics, competitive positioning, funding history, risk considerations, and additional critical factors. Furthermore, our offerings provide market insights and trends across diverse industries, including cost and revenue patterns. Our reports not only compile historical data but also incorporate predictive analytics and thorough risk assessments. Daily updates on investors' strategies, portfolios, and recent transactions are available, along with connections and in-depth insights into the investment performance of more than 33,000 institutional investors. By utilizing natural language generation alongside AI and machine learning, we uncover hidden insights and present them in an easily digestible format within seconds. Additionally, users will receive timely notifications about upcoming funding rounds or significant developments pertaining to companies of interest. This comprehensive approach empowers investors to stay ahead of the curve in a rapidly evolving market landscape.

Enhance your clients' financial health and streamline their fiscal management through a single, easy-to-use platform. Allow IndustriusCFO to equip you with insightful financial comparisons against industry peers, along with actionable strategies to address any identified weaknesses. With this tool, you can discover methods to reduce expenses and increase revenue by accessing essential financial ratios specific to your sector, along with a tailored plan for business enhancement and expansion. Gain valuable insights into various industries to assess their performance and determine if they represent a favorable or unfavorable investment opportunity for your resources. The extensive IndustriusCFO database encompasses over 2,500 industries and more than a million private enterprises, making it effortless to locate the critical information you require. Furthermore, IndustriusCFO delivers a comprehensive suite of business analytics, crucial performance metrics, detailed reports, and practical suggestions, including benchmarking against industry peers. You can analyze annual financial statements, median data, visual representations, ratios, and additional insights regarding your competitors or peer groups to make informed decisions. This wealth of information empowers you to stay ahead of the competition and effectively navigate the complexities of the financial landscape.

Seenka combines both organic and paid visibility through traditional, digital, and social media to uncover opportunities, enhance marketing campaigns, develop a multi-attribution framework, and identify target customers and audiences. You can manage and assess the unified offline and online exposure of your brand, competitors, and audience across various channels that shape consumer choices, all in real time. By creating interactive dashboards, you can analyze trends relevant to your audience or specific industry. Furthermore, you can explore potential activations, construct your comprehensive attribution model, and pinpoint prospective customers. Seamlessly integrate media data with analytics platforms such as Looker, Big Query, and Spreadsheets, as well as essential activation tools like WhatsApp, Google Ads, Meta Ads, and YouTube. At Seenka, we hold the belief that data should be dynamic and fluid rather than static files; it should identify new opportunities, foresee competitive moves, and serve as a vital advantage in the marketplace. Ultimately, we are committed to transforming data into actionable insights that drive your success.

Data is essential to improve the efficiency, profitability, and experience of streaming video. Datazoom allows video publishers to manage distributed architectures more efficiently by centralizing, standardizing and integrating data in real time. This creates a more powerful data pipeline, improves observability and adaptability, as well as optimizing solutions. Datazoom is a video data platform which continuously gathers data from endpoints such as a CDN or video player through an ecosystem of collectors. Once the data has been gathered, it is normalized with standardized data definitions. The data is then sent via available connectors to analytics platforms such as Google BigQuery, Google Analytics and Splunk. It can be visualized using tools like Looker or Superset. Datazoom is your key for a more efficient and effective data pipeline. Get the data you need right away. Do not wait to get your data if you have an urgent issue.

Strategize and evaluate your revenue and finance for a consistent impact by connecting the dots, formulating the equation, and reaching your objectives. Exopen equips CFOs and controllers with all the essential tools to enhance financial reporting, refine budgeting and forecasting procedures, and deliver clear, insightful analyses tailored for stakeholders. Through Exopen, you can leverage modern, data-centric capabilities that simplify your budgeting and forecasting workflow, integrating seamlessly with Power BI for comprehensive analysis. This allows you to gain a complete overview and increased accuracy in your budget, ultimately saving valuable time. You consistently access quality-assured data from your ERP, facilitating quicker insights that lead to more informed strategic business decisions. Tailor your experience by selecting modules that match your unique requirements, enabling a customized approach to budgeting and forecasting. Our planning tool supports a variety of methodologies, including account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, ensuring you have the flexibility to adapt to changing business needs. By utilizing these features, you can significantly enhance your financial decision-making process and drive your organization towards greater success.

Streamline the process of data reconciliation by automating the cleansing and enrichment phases, which leads to more dependable data outcomes. Identify financial discrepancies in real-time to promptly address inconsistencies and mitigate risks at an early stage. Gain immediate access to essential data points and actionable insights, while utilizing your AI co-pilot to navigate various scenarios, enabling you to make more informed and swift financial decisions grounded in real-time information. Maintain a proactive stance on financial risks through predictive analytics that provide the foresight required for early adaptation, ensuring your business remains on course. Scrutinize vital financial indicators such as workforce size and contractor expenditures with utmost accuracy, empowering you to make well-informed, data-centric choices. Engage in the simulation of multiple financial scenarios on-the-fly and foster alignment between finance teams and budget stakeholders by evaluating diverse strategies prior to making significant decisions. In addition to AI capabilities, our concierge service delivers a personal touch, providing customized data analysis, timely insights, and strategic guidance that are specifically designed to meet your company's distinct requirements. With this comprehensive approach, you can not only enhance decision-making processes but also establish a culture of proactive financial management that drives long-term success.

Kognetics offers an innovative AI platform that delivers real-time analytics for decision-making tailored to the needs of professionals in strategy, mergers and acquisitions, and investments. By leveraging our platform, users can identify superior deals and expedite the closing process, revolutionizing business development, generating new ideas, and advancing client engagement. With surgical precision and proactive intelligence, our solution empowers you to make strategic moves effectively. It provides immediate insights and analytical support for your strategic planning and execution. Additionally, you can build a unique deal-sourcing engine that offers a distinct advantage in the marketplace. Our platform not only improves proprietary deal sourcing but also enhances the value of portfolios. It allows users to assess and monitor investment opportunities by aggregating various business signals from numerous news and data channels. This approach facilitates strategic value creation, competitor analysis, and identification of bolt-on opportunities for growth. Overall, Kognetics stands out as a powerful tool for investment professionals seeking a competitive edge.

ResolutionPro is an Excel-based financial analytics tool designed for calculating mark-to-market (MTM) values and assessing risk. A free trial is available for users interested in exploring its capabilities. The library enables users to compute valuations and risk characteristics across a wide array of frequently traded financial instruments, including interest rate swaps, which involve zero curve construction and swap valuation methodologies. It also covers various options, such as equity options, currency options, commodity options, and bond pricing for both government and corporate bonds, as well as floating-rate notes (FRNs). Additionally, ResolutionPro supports interest rate options, swaptions, caps, and floors, including the pricing of exotic options. It encompasses utilities for accrual and data calculations, alongside tools for probability and statistics, and rates and discount factors. The software allows for swift and straightforward derivative pricing, facilitating independent valuations that are crucial for trade and risk management. Users can seamlessly integrate derivative models with their existing systems and conduct complex scenario analyses with ease, thanks to Resolution's advanced Sensitivity Tool. Furthermore, it adheres to industry-standard pricing methodologies, making it a versatile resource for financial professionals.

Qvinci stands out as a pioneer in the realm of financial reporting technology on a global scale. Our innovative software seamlessly integrates with QuickBooks®, Xero®, MYOB®, and Excel®, delivering valuable reporting and transformative analysis. The setup process is both swift and straightforward, leading to immediate impacts on your financial insights. The foundation of Qvinci rests on a clear vision: to equip the accounting, franchising, and multi-unit sectors with affordable, ERP-like solutions that facilitate financial data consolidation, automate reporting, enhance workflow management, and provide advanced business intelligence via the cloud. Currently, Qvinci's top-tier solutions empower users by offering actionable insights, ultimately driving increased operational efficiency, more profound financial understanding, and enhanced profitability. By integrating with platforms like QuickBooks, Xero, MYOB, and Excel, Qvinci ensures that users consistently access the latest and most precise financial data available, enabling smarter business decisions and strategic growth. This commitment to excellence and innovation solidifies Qvinci's position as an indispensable tool for businesses seeking to thrive in a competitive landscape.

Pepper empowers asset and portfolio managers by providing data that enhances ROI while ensuring adherence to regulations and security protocols. As a leading cloud-native investment data platform, Pepper incorporates robust CRM and analytics features, streamlining the management of your investments. Developed by experienced professionals in collaboration with alternative asset managers, Pepper emphasizes the importance of integrity and transparency within the investment management sector. By leveraging deal data, Pepper facilitates agile and profitable deal-making, improves portfolio investments, and simplifies the complexities of investing. Our platform has consistently demonstrated the ability to boost ROI while minimizing risk. Additionally, Pepper equips alternative asset managers with valuable insights regarding investor interests in their investments, portfolios, and returns. Through our integrated data platform, we aim to enhance your investor storytelling capabilities significantly. Furthermore, our comprehensive data management solution offers a streamlined approach to navigating intricate compliance requirements, making it an indispensable tool for modern investment management.

Experience exceptional financial management and elevate your operational efficiency to new heights. Users frequently share that they save an astonishing 40 hours each month thanks to our platform. With G-Accon, you can trust that you will significantly cut down on expenses through our innovative features. Seamlessly import data from Xero, QuickBooks, and FreshBooks into Google Sheets, make necessary edits, and effortlessly synchronize the information back. Say farewell to the laborious nature of manual data entry, ensuring your records are consistently accurate and current. Leverage comprehensive financial data analytics specifically designed for finance experts. G-Accon’s advanced analytical tools empower CFOs and accountants to make quicker, more informed decisions. Allow G-Accon to manage the demanding aspects of your tasks. Our array of automation tools is expertly crafted for finance professionals, aiming to lessen manual efforts and streamline workflows. Wave goodbye to the hassle of CSV files, as G-Accon allows users to create, update, or remove financial records directly within Google Sheets, enhancing convenience and efficiency. By adopting G-Accon, your financial processes will not only become more efficient but also more reliable.

The Adaptive Bank in a Box (BiaB) is a sophisticated graph-centric solution that can be utilized in the cloud, allowing financial institutions to harness industry best practices and content. This application facilitates the integration of data and models that bridge the gap between industry standards and the organization’s own information, ensuring that adequate assessments and processes are established, including compliance with AML regulations and data privacy concerns. Additionally, the Adaptive Business Function Model (ABFM) for Universal Banks will outline all essential business activities in the front, middle, and back office across Retail, Commercial, and Investment Banking with the appropriate level of detail. Moreover, the Adaptive Business Information Model (ABIM) for Universal Banks will articulate the core information and data-centric business concepts along with their logical attributes across all operational areas. Serving as a standard data glossary or dictionary, the ABIM can be tailored by banks to fit their specific operational contexts, enhancing their adaptability and effectiveness in the financial landscape. This comprehensive approach not only streamlines processes but also fosters a deeper understanding of the interconnected nature of banking operations.

Apliqo FPM provides enterprise-level analytics at scale. A simple piece of software which manages the complexity in your organization, and extracts the key insights to make a real difference. A web-native tool that adapts to the needs of your organization, offers best practices frameworks for accuracy and transparence and gets you the results you need. Apliqo is a dynamic and intuitive analytics platform for private investors. A dedicated reporting tool unifies all your data, provides transparent performance measurement and benchmarking, and makes powerful projections. Apliqo UX is a sophisticated front end interface that allows stakeholders to interact and visualize the information in your system. It's the premier system for turnkey financial-planning functionality.

i2i Logic merges top-tier corporate financial information with your company's performance data to provide valuable insights that enhance market engagement for your frontline teams. This wealth of analytics and information is accessible through a digital platform designed for use by corporate bankers and advisors both at their desks and in direct client interactions. Typical users encompass relationship managers, market analysts, supply chain and transactional bankers, along with credit teams, bank executives, and corporate advisors outside of banking. The platform facilitates automated, data-driven prospecting across hundreds of thousands of companies and numerous industry profiles. It also offers an analysis of financial and operational metrics that includes dynamic benchmarking against industry standards and peers. Additionally, it features conversation modules that can be shared with clients, covering topics such as capital requirements, debt structuring, liquidity considerations, market trends, and transaction banking services, thereby fostering more informed discussions. Overall, i2i Logic serves as an essential tool for empowering financial professionals to make data-informed decisions.

Turn data into actionable insights with a versatile API that provides all the necessary information tailored to your requirements, featuring reliable data applicable across numerous industries, geographies, and scenarios. Whether your focus is on fostering growth, predicting trends, or managing potential risks, Nexis Data+ equips you with the essential data to tackle your business obstacles effectively. Enhance your AI-driven machine learning initiatives, uncover patterns, and conduct predictive analytics using thorough data that allows you to foresee future outcomes and make informed choices. Employ a wide range of extensive datasets to glean significant insights and discern trends, utilizing data to bolster your understanding, pinpoint underlying issues, and improve decision-making based on evidence. Speed up your research and development initiatives by harnessing comprehensive data to hasten project timelines, discover avenues for innovation, and maintain a competitive edge in product and market developments. By systematically integrating these resources, businesses can not only adapt but thrive in an ever-evolving landscape.

Parafin delivers the essential connective framework that strengthens and sustains financial services. We manage various aspects such as sourcing, underwriting, origination, servicing, compliance, and risk management, among others. Our journey begins with exceptional underwriting practices. Utilizing advanced machine learning models, we analyze data from millions of businesses spanning diverse industries to assess eligibility for offers and optimize the experience for merchants. Additionally, we have developed a sleek, white-labeled user interface that integrates effortlessly into your current platform. We assume the risk and guarantee that our offerings adhere to a multitude of government regulations. By expertly navigating the intricacies of capital markets for you, we ensure a smooth operational flow. Collaborating with top-tier financial institutions, including Jefferies and Silicon Valley Bank, allows us to maintain a consistent influx of funds to support your merchants. Beyond merely providing a framework, our all-inclusive solution delivers a comprehensive financial services program tailored to meet your needs. In essence, we empower businesses through seamless access to capital and compliance, enhancing their overall functionality and market presence.

Envestnet | Yodlee stands out as a premier platform for data aggregation and analytics, enhancing the financial lives of consumers through cutting-edge products and services tailored for over 1,400 financial institutions and FinTech firms, which include 16 of the top 20 banks in the United States. We are at the forefront of revolutionizing financial applications and services with comprehensive solutions designed for wealth managers, banks, merchants, and beyond. Discover how we can assist in your growth journey. Our robust data aggregation platform empowers financial institutions and FinTechs to facilitate improved financial outcomes for consumers. We prioritize industry-leading standards for data security, compliance with regulations, and protection of privacy. Stay updated with insights from Bill Crager regarding Envestnet's ongoing commitment to purposeful action. Additionally, explore our extensive collection of white papers, on-demand webinars, eBooks, case studies, and much more, all filled with valuable product information and practical guidance to help you succeed in the financial sector. Together, we can drive innovation and excellence in financial services.

Enhance consumer engagement and empower them with actionable insights through tailored messaging and personalized product recommendations, leading to better conversion rates. Our GenAI-driven customer data platform enables every member of your organization to conduct sophisticated data analyses for marketing, customer segmentation, and monitoring your customer base. Utilizing AI-enhanced transactional data insights, we reveal the accurate financial standing of applicants, facilitating credit evaluations and managing the lending lifecycle effectively. With over 50 billion transactions processed, our AI technology continually evolves and improves. The precision of our market-leading categorization sets a high standard that is difficult to surpass. Furthermore, our impressive first connection success rate of 98.2% and a 99.99% uptime service level agreement ensure a dependable experience for your customers, allowing you to concentrate on expanding your business. By leveraging these advanced tools, you can better understand your consumers' needs and preferences, driving higher engagement and satisfaction.

We are a financial technology firm established to enhance self-service capabilities, promote transparency, facilitate risk-sharing, and improve supply chain management within the global financial services sector. The 'AccessFintech' Synergy DataLake allows for the optimization of workflows through collaborative efforts, leveraging both data and accessible technology. Our interconnected system of shared data and self-service tools broadens and enriches the technology, data, and workflows necessary throughout the transaction lifecycle, leading to increased transparency, quicker resolutions, reduced failures, and insightful benchmarking. We provide self-service solutions that streamline transaction automation, resolution processes, and decision-making within diverse provider environments. By assessing and managing risks effectively, we aim to optimize workflows and workforce efficiency, recommend appropriate solutions, share responsibilities, and monitor actions. Furthermore, our benchmarking insights are designed to drive continuous improvement and reduce costs significantly. Ultimately, our mission is to revolutionize the way financial services operate by integrating innovative technology and collaborative practices.

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

DataSource transforms inconsistent product information sourced from various suppliers into uniform content that serves as the backbone for retail and distributor platforms. By aggregating product details from diverse manufacturers, DataSource™ processes them into a standardized product data format and archives the organized data in a well-structured repository for electronic product catalogs. Renowned for offering the most precise, comprehensive, and reliable product content solution available, DataSource boasts a wider array of product information from a greater number of vendors and accommodates more languages than any competitor. The service ensures rapid delivery at a reduced cost while offering a higher level of detail compared to internal teams, enabling consumers to navigate through enhanced search options to locate their desired products using specific attributes. This efficiency not only elevates user experience but also enhances the overall effectiveness of online product discovery.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

Fluxo represents the next generation of financial management. It seamlessly combines automated financial planning with your business’s data, eliminating the frustrations typically associated with spreadsheet-based planning. Traditional methods often prove cumbersome, while current alternatives can lack the necessary flexibility and speed. With Fluxo, you’ll experience a highly adaptable modeling interface that integrates effortlessly with your reports and data, allowing for swift and uncomplicated setup. This platform empowers your team to accelerate their workflow by reducing time spent on manual processes and fostering improved collaboration. You can synchronize your financial plans with both operational and financial data effortlessly. Utilize our intuitive model builder to create your financial plans with ease. Ensure that everyone in your organization remains aligned through real-time collaboration and shared reporting features, avoiding the hassle of constant file exchanges. Design visually appealing reports tailored to your needs and distribute them to colleagues, board members, or investors. Additionally, a single financial plan can accommodate an unlimited number of scenarios based on varying future assumptions, enabling you to start with an existing scenario and adjust only the parameters you wish to modify. Embrace the power of Fluxo to transform the way you approach financial planning and strategy.

Uplinq harnesses advanced machine learning and a skilled team to ensure your bookkeeping is always current while converting your data into valuable financial insights with just a single click. The traditional methods of managing bookkeeping, taxes, and finances often lead to wasted time and resources, which is where Uplinq comes in. Our approach transcends basic bookkeeping by delivering financial intelligence specifically tailored to your business needs, updated weekly for optimal relevance. With our data-centric technology, you can effortlessly link to the various institutions and tools essential for running your operations. Shouldn’t managing finances be this straightforward? Our system monitors your business activities and automatically sorts your transactions, enabling us to furnish you with weekly financial analytics without the usual barrage of inquiries. Many entrepreneurs find it challenging to leverage their financial data effectively, but Uplinq directly addresses this issue. You will gain a comprehensive overview of your business, refreshed in near real-time, ensuring that you are always informed and ready to make strategic decisions. By simplifying financial management, Uplinq empowers you to focus on growing your business.

A complete set of financial analysis tools and strategic planning tools that will help you chart a clear path to success. A single source of truth about your company is essential to the development of best strategies. You're not seeing the whole picture if you manually switch between platforms to obtain financial data for your strategy. Maus is a comprehensive suite of financial analysis and business planning tools that helps you see the whole picture. You can create strategies that focus on specific data and provide actionable insights by working with one source of truth in your business data. A unified vision for your company will guide future initiatives to success. You will need to create detailed plans that cover the next five years of your business, and show how you can grow. Maus allows you to create business plans, run business analysis to identify areas for growth, and connect with people that can help you go in exciting new directions.

Leverage your data, regardless of its location, with an open and hybrid data lakehouse designed specifically for AI and analytics. Seamlessly integrate data from various sources and formats, all accessible through a unified entry point featuring a shared metadata layer. Enhance both cost efficiency and performance by aligning specific workloads with the most suitable query engines. Accelerate the discovery of generative AI insights with integrated natural-language semantic search, eliminating the need for SQL queries. Ensure that your AI applications are built on trusted data to enhance their relevance and accuracy. Maximize the potential of all your data, wherever it exists. Combining the rapidity of a data warehouse with the adaptability of a data lake, watsonx.data is engineered to facilitate the expansion of AI and analytics capabilities throughout your organization. Select the most appropriate engines tailored to your workloads to optimize your strategy. Enjoy the flexibility to manage expenses, performance, and features with access to an array of open engines, such as Presto, Presto C++, Spark Milvus, and many others, ensuring that your tools align perfectly with your data needs. This comprehensive approach allows for innovative solutions that can drive your business forward.

Eliminate the reliance on static spreadsheets by integrating automated data feeds from your portfolio firms. Utilize advanced anti-fraud algorithms to pinpoint potential issues. Effortlessly access public and private comparables for discounted cash flow analyses. Generate current cash flow projections within minutes. Receive a comprehensive financial report monthly without needing manual updates. Ensure your spreadsheets are refreshed automatically with the latest data. Spot discrepancies and pose critical questions at the outset. If you’re investing without encountering financial fraud, it’s likely because you haven’t detected it yet. Enhance your data collection methods to secure precise, real-time insights regarding your investments. Obtain detailed financial information on both your existing and prospective assets. Move away from traditional Excel documents and tedious reminder emails to your portfolio companies. Optimize your data gathering approach by incorporating live updates directly into your models and spreadsheets on a daily basis. This transition not only saves time but also improves the accuracy of your financial assessments.

Enhance your organization's capabilities with actionable insights from Maritime AI while aligning with your specific risk parameters to improve operational readiness and manage supply chain risks effectively. Discover fresh business and trading prospects, fostering growth through informed, data-driven decisions. By integrating diverse data sources and utilizing sophisticated machine learning techniques alongside proprietary behavioral analytics, each entity in the maritime sector is assigned a distinct identity. This approach provides a comprehensive and spoofing-resistant perspective on maritime risks. Improve your pre- and post-fixture workflows by utilizing Windward’s AI models and tailored risk assessments for efficient risk management, vessel evaluation, and business expansion. Moreover, Windward Ocean Freight Visibility delivers exceptional insights, comprehensive shipment tracking, and advanced business intelligence analytics, empowering you to optimize ocean freight operations and processes in a scalable and efficient way. Ultimately, leveraging these innovative solutions can significantly transform your maritime operations for better resilience and competitiveness.

Weather APIs are designed to provide you with precisely the information you require in your preferred format, encompassing alerts, current conditions, forecasts, weather imagery, and additional features. Acknowledging the significant influence of weather in our daily lives, we simplify the integration of extensive weather data from the most reliable forecaster into your applications, business workflows, or tailored models. Our state-of-the-art, on-demand forecasting engine drives our weather data APIs, which rely on a patented system to synthesize various weather observation data. This unique forecasting system adeptly combines multiple model inputs that are continuously verified in real-time for greater accuracy. Furthermore, our proprietary approach incorporates human forecast management, further enhancing the precision of the data provided. With our on-demand forecast engine platform, you gain access to a wide array of comprehensive weather data resources, featuring a scalable usage model that can be tailored to suit your specific requirements while ensuring reliability. This flexibility empowers users to adapt their weather data needs as they evolve over time.

Obtain distinctive perspectives from the largest and most thorough assembly of news and information available. Utilize an unparalleled array of international news and data that can be accessed through a robust research platform, whether on mobile devices or through sophisticated feeds and APIs. Empower your strategic choices, reveal competitive edges, and provide actionable intelligence using global news, data, and insights. Generate more profound insights, enhance sentiment analysis, discover concealed connections, accurately predict outcomes, and enrich data visualizations with news data obtained from cutting-edge analytics models. Maintain vigilance over your brand's image and proactively address potential challenges by using a rich database of content spanning 200 countries and available in 28 languages, alongside comprehensive monitoring tools and curation solutions. Collect market intelligence, keep an eye on competitors, and offer strategic insights with reliable global news, in-depth company profiles, executive data, and multi-channel distribution, ensuring your organization remains well-informed and competitive. By harnessing these resources, you can stay ahead of industry trends and make informed decisions that drive success.

Tomorrow.io stands out as the sole Weather Intelligence Platform™ in the world, offering bespoke solutions tailored to various sectors affected by weather conditions. Companies globally, such as the NFL, Uber, Delta, Ford, and National Grid, leverage Tomorrow.io to enhance their operational effectiveness significantly. The platform is designed from the ground up to assist organizations in forecasting the weather's impact on business operations, facilitating better team communication and actionable strategies, boosting overall productivity, and maximizing profit margins. Instead of being static, weather data can be transformed into dynamic insights. Users can centralize critical information, including key locations, weather thresholds, established rules, protocols, and response strategies, all within a single, user-friendly interface. By integrating historical, real-time, and predictive weather data from around the world, efficiency is optimized. Tomorrow.io features an interactive map that illustrates over 30 weather and air quality metrics, allowing users to monitor and visualize weather patterns through color-coded layers, complemented by both short-term and long-term forecasting timelines. This comprehensive approach empowers businesses to make informed decisions in the face of weather variability.

Facilitate decision-making guided by data to achieve superior results. Infor's industry analytics provide significant insights tailored for everyone, from executive leadership to operational teams. With Infor Birst®, business intelligence and analytics become easily accessible through ready-made content and metrics tailored to specific industries and roles, ensuring users have the information they need at their fingertips. Enhance your decision-making capabilities with Birst, which is built on Infor's cutting-edge cloud BI platform supported by a contemporary data architecture. This approach empowers users to explore their analyses in various ways, offering a secure, scalable, and flexible solution that can adapt to evolving business demands, while AI-driven automation streamlines numerous manual processes. The innovative Networked BI from Birst presents a fresh paradigm for delivering data-as-a-service (DaaS), emphasizing that reliable and well-managed data can coexist with promptness and user-friendliness. Additionally, Birst incorporates distinctive and patented features that enhance its functionality. By leveraging these advanced tools, organizations can unlock new levels of efficiency and insight.

We make data for the world's most valuable companies. Innodata solves your most difficult data engineering problems using artificial intelligence and human expertise. Innodata offers the services and solutions that you need to harness digital information at scale and drive digital disruption within your industry. We secure and efficiently collect and label sensitive data. This provides ground truth that is close to 100% for AI and ML models. Our API is simple to use and ingests unstructured data, such as contracts and medical records, and generates structured XML that conforms to schemas for downstream applications and analytics. We make sure that mission-critical databases are always accurate and up-to-date.

HG Universe offers the opportunity to license substantial parts of our essential data collection, enabling your teams in sales and marketing to enhance their decision-making processes and adopt a more strategic approach in their B2B engagement. For advanced enterprises that prefer to leverage their own analytics and business intelligence resources, HG Universe provides access to our dataset in a user-friendly format that can be easily adjusted and integrated into data lakes or various other storage solutions. These sophisticated organizations can seamlessly manipulate the data and transfer it to their preferred repositories with minimal effort. Our platform includes valuable insights such as technographic installations, spending metrics, and performance scores for over 12 million companies, encompassing nearly 10,000 products from around 4,000 vendors. To ensure your organization’s needs are met efficiently, HG Universe facilitates a straightforward data distribution process that occurs on a weekly or monthly basis, allowing for timely access to the latest information. This commitment to regular updates guarantees that your teams are always equipped with the most relevant data to support their initiatives.

Accelex revolutionizes the landscape of alternative investments by providing insights that are data-driven, efficient, transparent, and scalable. With a focus on everything from acquisition through to analytics, Accelex transforms the way alternative investments are approached. The platform enables investors and servicers to swiftly and effortlessly acquire, extract, and analyze vital investment data. By harnessing the power of artificial intelligence and machine learning, Accelex facilitates the automation of processes involved in accessing, extracting, organizing, and analyzing diverse data from alternative investment portfolios. Clients benefit from a comprehensive understanding of their investments, ranging from the overall portfolio level down to individual underlying assets. The platform enhances portfolio insights and allows for more informed investment decisions, doing so with increased speed, accuracy, and security. Furthermore, Accelex’s innovative technology makes it possible for firms to seamlessly integrate data from their private investment holdings, thereby simplifying the automation of accessing and organizing unstructured performance and transaction information. This level of efficiency not only streamlines operations but also significantly improves the overall investment experience.

Altvia offers a leading-edge platform combined with unparalleled expertise to help your firm navigate and manage increasing complexities as it expands, with an ever-growing number of funds and a wider LP base. Effortlessly distribute tailored materials such as PPMs, K1s, and Capital calls while enhancing the overall investor experience through a secure portal that is supported by comprehensive analytics. At the foundation of a contemporary technology platform lies a unified source of truth that facilitates essential workflows, contact management, relationship mapping, and the automation of critical processes such as emails and task assignments. Gain unprecedented insight into your deal flow, empowering you to prioritize opportunities based on their sources or their resemblance to your firm's most successful investments. Additionally, simplify the reporting for portfolio companies and streamline the data collection process, enabling you to devote more time to understanding value creation and assessing the health of your portfolio. This holistic approach not only enhances operational efficiency but also fosters stronger relationships with investors and stakeholders.

Dexi.io is the most powerful web extractor or web scraping tool available for professionals. Dexi.io's data extraction, monitoring and process software provide fast and accurate data insights to help businesses make better decisions and improve their performance. The company's mission is to improve brands and operations of global companies by providing intelligent data automation and advanced data extraction and processing technology solutions. Dexi.io's key features include image and IP address extraction, data processing, monitoring and extraction, content aggregation and scraping, web crawling, data mining, research management, sales and data intelligence, and many more.