Alternatives to Redtail CRM

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

With Kinective Bridge™ (formerly OmniConnect), access the largest library of integrated fintech solutions, with 80+ integrations across 99% of US-based cores. Seamlessly connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. • Turnkey solution for secure, comprehensive, and supported connectivity • Innovate at your pace and scale growth without the need for extensive development resources • Mitigate manual processes and human error • Access the largest library of integrated fintech solutions with the flexibility to choose any system, technology, or provider Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

Set up asset allocation rules to ensure that your portfolio runs as planned. Adjust investment portfolios to reflect the total risk and individual asset risk levels. Optimize portfolio asset allocations based on risk and risk-adjusted returns metrics. Reduce your infrastructure costs to zero. Portfolio managers can quickly initiate and scale up immediately. All this while keeping overhead costs low. Maintenance and updates are automated. You can manage your portfolio management with less headaches and more power. Without warning, risks can occur. To keep your portfolios under control, you need to use a systematic risk management strategy. The risk engine provides automatic updates on the dollar amount at risk. Portfolio managers can monitor portfolio volatility, asset price risks and other factors on the dashboard instead of trying to approximate risks. Our capital management software is designed with your clients in view.

It's no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the data supply chain with advanced infrastructure and machine learning, delivering high-quality data through cutting-edge tools designed for developers and engineers, and getting it all in the hands of people who are challenging the system. If you're creating the next big thing, we're here to help- see what it means to be #PoweredbyIntrinio Our Equity Data packages includes an extensive network of US company fundamentals and stock market data suitable for all types of business needs and budgets. Our Options fast, simple, real-time stock option pricing data allows users to leverage Intrinio's powerful infrastructure to pull clean options data without the time and cost of connecting to OPRA directly. Intrinio provides a comprehensive global set of consensus ESG ratings constructed by CSRHub. Enhance your ESG expertise, benchmark your firm's ESG ratings against your peers, and provide your clients with the ESG data they need.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Market Quest is a powerful yet easy-to-use database marketing and customer management program. It can help you increase sales and give you an edge over your competitors. Market Quest can send Ecards, newsletters and videos. You have the option to customize it further. Market Quest integrates with your website to capture all entry forms and assign them to a sales professional. You can also retain that lead and help to generate future referrals.

Flowpilot provides transparency in all financial matters. You can connect your bank and the accounting department in just a few steps and plan your future cash flow. Smart tools and artificial intelligence help you make better business decisions based on meaningful scenarios. flowpilot connects to your bank accounts daily and processes them with your accounting. You can work error-free because of the consolidated data. Our software is better than the rest: You can test it for free and see all the features in our product demo. You can cancel flowpilot at any time. German financial experts developed flowpilot in Berlin. We are able to cater to the needs of medium-sized businesses. All data is stored in secure cloud "Hosted in Germany". No matter what concern or question you may have, our support team will be there to help you.

Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.

Amplify, unlike traditional CRM systems allows EDOs and IPAs manage their entire investor life-cycle. You can attract new investors by building relationships. Engage with investors to realize their potential, and support existing investors through maximising aftercare/BRE. Amplify's intuitive design makes it easy to customize to your service offering with no hidden fees. Our team will assist you in every step of the process, from data migration to training, to system setup and maintenance. This is all included in your license fee. Visual dashboards and advanced analysis tools are available to measure investment & economic growth activity by sector, department, and target regions. Email integration allows users to track activity and communicate with the designated contacts/companies.

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.

Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.

WebVision is a cloud-based, highly-secure and customizable website content management system (CMS), and investor portal platform that asset managers use to meet the needs of their clients. It allows them to access fund marketing materials, account-level performance data, as well as other reporting requirements. WebVision can be used as a fund reporting module or standalone website. It can also be connected to existing websites. Imagineer's in-house design team can also create custom websites. This powerful, secure online portal allows for all investor and prospect communications to be automated. WebVision can be used as an independent tool, importing data from proprietary CRM tools or integrated with Clienteer to provide even greater control and automation.

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.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

Satago is forward-thinking software for cash management that can be used by businesses and their accountants. Flexible finance allows you to access cash when you need it. Credit control and risk insights make getting paid on time simple. Satago integrates with over 300 accounting software packages, as well as all major email providers. This allows you to have an all-in-one cash management system that complements and enhances the accounts package.

Practifi is a performance optimization platform that transforms data to insights, action, and excellence at scale. We help wealth management companies go beyond traditional CRMs to redefine what's possible. Practifi, unlike traditional CRMs, unites your team, data, and the best-in-class tools to provide you with the visibility and oversight that you need to move your company forward. Our enterprise workflow engine, open API, and robust analytics centralize data sources to maximise actions and insights. Practifi is a top-rated platform in the industry. We have received high praises for our innovative features and intelligent platform design. Partnership is more than just being available to help when things go wrong. Our team is committed in working closely with clients to solve their problems or build them if they don’t exist.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

BSI CRM gives you a 360-degree view of your customers - from any department and at every touchpoint. You will love its modular design, open technology, and high configuration. It has been praised by experts and customers alike for its flexibility and has won CRM awards. Happy users are the best reward for us. CRM is something we love and have been doing for nearly 25 years. BSI CRM is now in its 16th generation thanks to its cutting-edge platform, innovative product development, and its cutting-edge platform. We are the right partner if your company has complex requirements, which are common in large corporations. We have a wide range of interfaces and a large ecosystem. Our experience is reflected in our attractive total cost-of-ownership (TCO) numbers. BSI CRM adapts to your business processes and IT environment, regardless of whether you are B2B or B2C.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Intuitive. Smart. Complete. Your business will reach the next level with Mortgage iQ. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform has the power to meet all your departments' needs. Mortgage iQ CRM improves your efficiency. Mortgage iQ CRM's list management capabilities allow you to focus your attention on the relationships that are important. Mortgage iQ will do the driving. Our team can assist you in establishing strategic touch points campaigns or tracks for borrowers, transactions and Realtors in your database. For high impact, create beautiful templates. The powerful and easy-to-use Template editor allows you to create stunning emails for mass email, drip campaigns, or single-use. It is a requirement for top originators. It is your right.

Fully configurable tables with granular control. Your internal users can view, search for full text, edit, delete, and add records to tables in your system. Fully configurable tables with granular control. Your internal users can view, search for, edit, delete, and add records to tables in your system. Text search quickly locates all instances of a word or number in a table. To quickly access the data you need, import / export CSVs. You can edit and arrange the columns of tables to create layouts that work for you and your colleagues. Simple editing and adding of records. This is how it works. An SDK is available to validate data. Our drag and drop builder allows you to combine data from multiple systems to create powerful single views. Drag and drop builder allows you to create views. External webhooks can be used to trigger them. Inline editing of fields is possible. VOIP integration is also possible.

To accelerate your growth, measure and track your sales and business. Skale Customer Revenue Management Platform streamlines the sales process, allowing brokers to increase their sales staff from 6 to 600 in just 12 months. Automate client interactions to reduce acquisition costs. You can rest easy knowing that your clients' information is secure. How to increase revenue by $2M to $8M in 12 Months using an in-house sales team without compromising security, privacy, and risk. To maintain stability, you must keep track of compliance and regulatory requirements. Skale Customer Revenue Management Platform internal auditors will save you time and reduce your monthly travel time to 1-2 days. Skale Forex CRM gives you everything you need to trade immediately. Marketing, sales & retention. Fully transparent MT4 integration. PSPs. And many other FinTech tools. Skale CRM can be customized in hours, rather than days, maximising profits and minimizing risk.

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.

You can focus on your customer and grow your business. With a single, agile Swiss cloud platform, you can stay ahead of your customers. TLS and OWASP security recommendations are closely monitored as InvestGlass was originally designed for banking. An open API is a publicly accessible application programming interface that allows developers to programmatically access InvestGlass. We are cloud-native, and have a universal deployment plan. InvestGlass does not have a specific cloud provider. InvestGlass was built using agile principles. We add new features as soon as possible. Regularly, new features are added. Our team will provide exceptional service in French, English and Spanish. We also offer a variety of self-learning tools. You can learn new skills anywhere you are. All content is designed to help you grow. Our users have access to powerful tools that they can use right from their web browsers, making it easier than ever to create online forms.

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.

Difitek can help you with any type of finance service. Difitek supports everything from KYC and AML to moving funds, recording and reporting position, repayments, liquidity functions and secondary markets. Digital is a robust API-first platform that can be used for Fintech applications of any size. You can choose from Turnkey Solutions, or the complete suite of technical functions that you require. Serverless Architecture with Bank Grade Security. A modern, bank-grade secure solution is available at 1/100th the cost of traditional banking IT. We automate and streamline processes, significantly lowering costs and opening up new opportunities for financial services. Difitek's serverless architecture represents the cutting-edge adoption of cloud computing. The Difitek API layer interfaces seamlessly with both the client layer as well as the third-party API layers, with functions being executed asynchronously.

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.

AlphaStream makes financial markets more efficient for your clients and more profitable to you. AlphaStream brings together all your financial data sources into one platform that delivers hyper-personalized financial market experiences to each client. Your teams will have unprecedented access to not only what your clients do but also why. Find out how your teams can improve client experience to increase profit, sales targeting and conversions and programmatic digital campaigns. Personalize education and more. The platform is the first to integrate all real-time financial market data into a single platform that delivers a personalized client experience through the most efficient channel. All financial data, including news and social, market datasets, alerts, and notifications, can be ingested.

Understanding your client is the key to unlocking the code to customer satisfaction. Jinnee analyzes all inquiries and provides you with valuable insights into your clients' needs and wants. Jinnee is constantly learning and improving as it continues to work for your company. You can see what Jinnee learned over time and adjust its behavior. It may even come up a new solution. Jinnee is a virtual advisor for your company. Jinnee will help your clients with all their needs. Now, they can ask questions and get answers in seconds. Jinnee will allow you to quickly check your restaurant spending for the past month without having to wait online. Jinnee offers expert advice and financial products to help you with your saving plan, deposit options, budgeting and more.

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.

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.

It's time for you to transform your prospecting strategies with the power AI. Aidentified is used by thousands of financial services professionals to find, qualify and close more leads. Stop cold calling spray-and-pray and start monetizing your network. Aidentified allows you to build lists in just minutes by using over 200 attributes. Now that you know who you want to reach out to, let's connect you. Aidentified will show you the warmest relationship path for each of your ideal prospects. You can see who in your social network is able to introduce you to a prospect as well as their relationship. To see all their AI-mapped connections, first search for one your best clients. This list can be narrowed down to only those people who match your ideal prospect profile. Ask your client if it's okay to use their name in the email. Aidentified provides you with all the information you need.

We excel in data science and credit analysis. We have the ability to provide credit assessment services online, including an online application and a finalized credit approval. You can even checkout in seconds. You can scale your sales without taking on any risk by offering clients one-click B2B PaymentLater payment options. You get paid upfront, but they can borrow money to buy more supplies and inventory. To accelerate your growth, leverage your recurring revenue to gain non-dilutive capital. To grow their business, offer your merchants upto 80% of their gross merchandise values (GMV) upfront. Merchants can pay in one click. We wait for buyers to pay us. Our high-performance technology integrates AI and data analytics to provide seamless embedded lending solutions with no additional income documents. We are accelerating the growth and development of the digital economy together with you.

Stablecoins are used to create a new payment platform that simplifies global money movements. Bridge's Orchestration APIs allow you to seamlessly integrate stablecoins with your existing flow of money. Bridge manages all regulatory, compliance, and technical complexities. Bridge's Issuance apis allow you to accept USD, EUR USDC USDT or any stablecoin, and settle funds into your own stablecoin. Reserves are invested into US Treasuries earning >5%. Our APIs allow you to transfer funds around the globe in just minutes. We also offer USD and Euro accounts to consumers and businesses worldwide. Integrate stablecoin payments in days. Move money between continents within minutes for micro-cents. Stablecoins allow you to convert local currency into stablecoins within minutes. Simplify and accelerate your global treasury operation.

We are making the financial technology landscape feel like home. No more painful rip-and-replace 'digital transformation journeys'. Our products are easy to use, plug and play. We empower banks and insurance companies to put their customers first by providing unique solutions and products. Customers expect seamless experiences, intuitive data flows, and frictionless interfaces - all while maintaining the 'human touch. Banks, financial services, and insurance companies are realizing that they must understand their clients first and foremost. It's not an easy task, but FintechOS' evolutive core and ability to integrate a variety of data points from third parties and your own systems will help you stay ahead of the curve when it comes data enriched decision-making, personalized customer journeys, and tailored offerings.

OpenFin's intelligent workspaces are used by the world's largest financial institutions to improve their teams' efficiency, speed, and effectiveness. We take care of the details to ensure that your employees are happy and accessible. We deliver the reliability you need to rest well at night, with more than 60bn app hours logged. This is just one reason Wall Street's leaders trust us. Our clients and us aren't willing to compromise on security. We made security a core part of our DNA and integrated it into all we do. A workspace that does everything will delight users and increase time-to-value. Launch apps, automate tasks and configure complex layouts.

Merchants, banks, fintechs, and hotels are all striving to win customers' hearts and minds by creating memorable experiences. Merchants and banks can collaborate to deliver the richer, more seamless and relevant banking and commerce experiences that consumers demand today. Cardholders will be able to receive offers at the item or category level, rather than just at the merchant level. This allows for powerful discounts that can drive daily spend and large-ticket purchases. Business spenders will enjoy better experiences thanks to the ability to seamlessly and automatically have their spend at restaurants, hotels, and other merchants synchronized with their bank app and expense management system. This allows you to save time and money dealing with fraud claims, transaction disputes and chargebacks, increasing operational efficiency within your company.

Finsemble allows software engineers to create smart desktop apps that allow apps of any type to sync, link and share information. Our product provides a framework that you can use immediately to build on. It also includes out-of-the-box integrations that will allow your team to work with Angular, React, and other frameworks they love. Our software development kit makes it easy to deliver a smart desktop faster than any other. We solved complex problems in development so that applications can share information immediately and custom workspaces can be created quickly. Finsemble allows you to experience a new way of working in a unified desktop environment. Any type of application, modern or legacy, in-house or a third party, can communicate across multiple windows and monitors. Connected apps can solve many business problems. How can we help you create a new way of working?

Wallie e-Wallet allows banks, MNOs, MVNOs and financial institutions to create a digital wallet that is tightly connected to their core systems. This mobile money solution is available via an agent/CSR-led model or online/API registration. It is very easy to register users and complete KYC procedures to activate the wallet system. Users can send and receive money directly from their mobile wallets without having to use any bank services once they have registered. You can add money to the wallet. Add multi-accounts with different currencies. In one click, transfer money to your wallet or account. You can view all transactions and raise a ticket if the transaction is not complete. All payment services can be done through one device. Monitor expenses, identify the most popular areas for spending and reach the campaigns in the interest area where promotions and offers are displayed.

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.

Quiltt provides a complete consumer fintech infrastructure that allows anyone to create innovative financial experiences. It doesn't have be complicated. We have the infrastructure to help customers quickly launch customer-facing features in their products - account connection, round-ups and bill management - in a fraction the time and at a fraction the cost. Quiltt Connect is an embedded UI module that allows you to access a complete and context-rich financial picture for your customers. Connect is built on the Quiltt graphQL API and comes pre-integrated to Plaid's industry-leading bank database network and Spade's powerful transaction enrichment services. Connect can be integrated into your product experience in just a few lines, allowing your team to concentrate on your core innovations.

Airwallex is a business account that is designed for global businesses. Your account includes multi-currency features, such as multi-currency business accounts. This allows you to collect and hold money in more than 11 currencies, while avoiding double conversions. Virtual debit cards can be issued quickly for you and your colleagues. Transfer money internationally in up 23 currencies without fees or waiting times. Integrate our API to enhance your platform product offerings and scale your business. International customers can invoice and accept payments in their preferred currency. You can easily connect your business accounts to popular platforms such as Amazon, eBay and Shopify. Pay out in the same currency or convert to USD and withdraw USD using current FX rates. In seconds, you can issue new virtual payment cards. All from our online platform, you can modify spend limits or revoke access.

Your CRM is an integral component of your business. Sticky Advisor allows you to share the entire picture with your clients. Our cloud-based software allows you to keep track of client communications, track client communications and manage your calendar. You can also create forms and surveys, organize documents for clients, set up automated messages and more. Sticky Advisor is backed by our company. We offer a free trial of the product. Sticky Advisor is yours for 30 days. If you don't love it, cancel your subscription. No hidden fees, no setup costs, no credit card required. Sticky Advisor is a network of financial professionals across the country. Sign up today to make your life easier!