Alternatives to i2i Logic

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

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.

Instant Bank Verification is a real-time, user-permissioned service that enables lenders to verify their financial data and aggregation. What can you do with IBV Verify identities of users and reduce fraud. Verify account balances in real-time. Verify employment and understand income. Access transaction history. You can verify the assets of borrowers right from the source. Flexible pricing allows you to only pay for the services you use, making IBV a great choice for loan originations. IBV is ideal for short term lending, retail loan origination, auto financing, property rentals, and other purposes. IBV is powered via an easy-to-integrate web portal that can be added to your existing website or a fully document API. Check out our demo to learn more about IBV.

Sila is an end-to-end payment platform that provides Banking-as-a-Service through a developer-friendly payment API that is scalable and allows for fast and secure money transfers. Sila’s payment platform streamlines building and launching fintech apps and embedded payment products for financial products, fintech, crypto, and Web3. Sila’s offerings include Virtual Accounts, Digital Wallets, KYC/KYB, and ACH payments APIs for software teams. Additional functionality is available through a network of pre-approved and pre-integrated partners (to different degrees). Sila was recognized as the Best Payments as a Service Platform by the 2022 Embedded Banking Awards of Tearsheet. Sila is headquartered in Portland, Oregon.

Lendable is dedicated to enhancing inclusivity in the financial sector by providing essential capital to fintech companies in emerging and frontier markets, along with offering technology, asset management, and advisory services for prominent investors. This initiative serves to bridge the gap between investors and fintech through innovative technological solutions and capital resources. Our proprietary platform, Maestro, serves as a comprehensive suite for underwriting and risk management, equipped with features such as core banking APIs, payment gateway integration, advanced verification technology, a unique loan benchmarking database, and insightful business intelligence dashboards. While we initially focused on risk technology, this foundation remains integral to our operations. We offer a variety of investment structures, including open-ended and closed-ended funds, local currency channeling, and soon, bonds, tailored for fintech and existing business balance sheet debt. Additionally, we facilitate Special Purpose Vehicles (SPVs) for business expansion and provide local currency advisory services, ensuring our clients have the tools needed for sustainable growth. Our commitment to innovation continues to drive us as we adapt to the evolving landscape of financial services.

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.

Sandbox Wealth is an all-encompassing fiduciary banking platform designed for enterprises, bringing together cash management, credit services, and analytical tools for families, entrepreneurs, investment advisors, and family offices. It offers tailored liquidity solutions by connecting intricate financial information with banking institutions and lenders, ensuring competitive interest rates on cash, easier credit access, and a clear view of both liquid and illiquid assets. Users benefit from advanced reporting capabilities, cutting-edge banking insights driven by the “Sandbox Navigator” AI, and simplified underwriting processes that include a comprehensive record for lender reporting, allowing for efficient management of spending, savings, and analytics for personal and business finances. Looking ahead, the platform plans to introduce a suite of deposit options in late 2025, including individual and joint accounts, business checking and savings, multi-currency global deposits, remote check deposits, as well as virtual and physical cards and mobile wallet integration. This expansion will further enhance the user experience by providing even more financial management tools and resources.

PreIPO® stands out as a revolutionary global fintech entity. This transformative private equity platform is meticulously crafted to enhance distribution, boost liquidity, and make the capital formation process accessible for issuers, intermediaries, and investors alike. Serving as a central hub, PreIPO enables accredited investors and qualified purchasers, including both on-shore and off-shore family offices, to effortlessly explore and engage in pre-IPO transactions. We collaborate with professionals from the financial services sector, such as investment bankers, broker-dealers, private equity firms, hedge funds, and venture capitalists, to feature their investment opportunities. By utilizing the PreIPO platform, participants can leverage state-of-the-art technology, exclusive tools, and invaluable insights to ensure optimal distribution and liquidity. Ultimately, PreIPO is committed to transforming the landscape of private equity and making significant strides towards greater financial inclusivity.

G-CLIP is an advanced, cloud-based platform that enables corporate clients of financial institutions to efficiently monitor cash balances across various subsidiaries and currencies, while also facilitating the allocation of those funds into a range of cash-equivalent investments, including money market funds and time deposits. In addition to enabling clients to invest their surplus cash in approved options, G-CLIP provides valuable insights into risk exposure through an easy-to-use analytics suite. Developed by FO2, G-CLIP is rooted in a deep understanding of client requirements, product fundamentals, regulatory frameworks, and market dynamics, which collectively enhance liquidity and foster greater transparency within a single, user-friendly liquidity portal. Furthermore, G-CLIP can function as a standalone, turnkey solution or seamlessly integrate with other FO2 modules, thereby enriching the user experience while simultaneously boosting the financial institution's operational capabilities and return on investment. This flexibility allows institutions to tailor their offerings to better meet client demands.

Bancorp specializes in offering nonbank organizations tailored personnel, processes, and banking technologies to fulfill their unique requirements. Consequently, we have established ourselves as a leading provider of dependable, technology-driven solutions that help propel our partners' businesses into the future. The Bancorp serves as a vital ally in the development, maintenance, and expansion of your enterprise. Beyond just facilitating our clients' payment innovations, we strive to forge enduring partnerships founded on a forward-thinking perspective regarding technology and services. Thus, we refuse to settle for merely feasible solutions available today; instead, we pursue the latest advancements in technology to deliver more sophisticated, scalable, and agile services. Each day, we commit ourselves to the ongoing transformation of the payments sector. Furthermore, the Bancorp's Institutional Banking division equips financial professionals with cutting-edge lending and deposit solutions that seamlessly align with their wealth management strategies, enhancing their overall effectiveness in the market.

Options is dedicated to revolutionizing technology within the financial sector. While we do not engage in market activities ourselves, we stand as the leading provider of IT infrastructure for global Capital Markets firms, enhancing their operational capabilities and ecosystems. We take pride in offering high-performance managed trading infrastructure along with cloud-enabled managed services to more than 550 firms around the world, delivering a flexible and scalable platform wrapped in robust cybersecurity that meets Investment Bank standards. Our clientele consists of prominent global investment banks, hedge funds, funds of funds, proprietary trading firms, brokers, dealers, private equity firms, and exchanges. We provide continuous support to these clients across more than 20 countries through a genuine 24×7 ‘follow the sun’ service model, ensuring assistance is available at all hours. With our presence in eight major cities—New York, Toronto, Chicago, London, Belfast, Hong Kong, Singapore, and Auckland—we are strategically positioned to meet our customers' needs both in-person and remotely. Our commitment to excellence enables us to foster strong relationships and deliver tailored solutions in the fast-paced world of finance.

The Adaptive Bank in a Box (BiaB) is an innovative cloud-based application that utilizes graph technology, allowing financial services organizations to harness best practices from the financial industry. It encompasses various data and models that effectively bridge the gap between industry-standard content and an organization's own data, ensuring that adequate assessments and processes are established, including compliance with AML regulations and data privacy requirements. Additionally, the Adaptive Business Function Model (ABFM) for Universal Banks will detail, with the appropriate level of specificity, all critical business activities across the front, middle, and back offices in Retail, Commercial, and Investment Banking. Complementing this is the Adaptive Business Information Model (ABIM) for Universal Banks, which will outline essential information and data-related business concepts along with their logical attributes across all operational functions. The ABIM serves as a comprehensive out-of-the-box data glossary that banks can personalize and modify to fit their unique environments, enhancing their operational efficiency and compliance capabilities. Ultimately, the integration of these models will empower financial institutions to optimize their practices and navigate the complexities of the financial landscape more effectively.

As the premier partner in currency technology, our reputation is built on the trust of some of the most prominent organizations globally, which is reflected in our name. Over 200 of the world's leading and most innovative entities rely on our services. Our subscription-driven SaaS platform and transactional network form a crucial part of their operational framework, addressing needs in payments, pricing, trading, and risk management. Our adaptable cloud-based SaaS technology guarantees the most dependable trading solutions available, with the flexibility to grow alongside your business goals. Designed with a comprehensive workflow, our platform efficiently supports liquidity aggregation, risk management, and essential FX operations at a consistent subscription rate. We cater to banks, brokers, and cross-border payment companies, providing both internal and external currency services along with trading solutions. Additionally, we facilitate access to the expanding cryptocurrency sector, ensuring an institutional-grade trading experience characterized by reliability and performance. With our innovative technology, organizations can confidently navigate the complexities of the global currency market.

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.

At Jocata Financial Advisory and Technology, we are focused on developing innovative solutions for the BFSI sector, including digital lending, onboarding, AML, and fraud management systems. Based in Hyderabad, we cater to numerous prominent banks and NBFCs both in India and internationally. Our advanced technology platform, Jocata GRID, is designed as a dynamic digital ecosystem that efficiently processes millions of transactions daily, providing solutions that enhance business growth, improve operational efficiency, deliver risk-adjusted insights, and maintain regulatory compliance. Our customizable workflow engine integrates all essential operational participants into a cohesive virtual platform, facilitating effective management and oversight of business processes. We streamline the process of gathering customer information from various sources such as financial institutions, watchlists, statutory authorities, credit bureaus, and social networks, and we leverage cutting-edge technologies to analyze this data before presenting it in the most user-friendly format possible. This holistic approach not only strengthens our clients' capabilities but also positions them to adapt to the rapidly evolving financial landscape.

We are a financial technology firm established with the goal of enhancing self-service options, promoting transparency, facilitating risk sharing, and improving supply-chain processes within the international financial services sector. The ‘AccessFintech’ Synergy DataLake provides a platform for optimizing workflows through collaborative efforts, leveraging both data and shared technological access. Our interconnected network of shared data and self-service offerings not only enhances and diversifies data, workflows, and technologies throughout the transaction lifecycle but also fosters greater transparency, accelerates resolution times, reduces failures, and provides valuable benchmarking insights. Additionally, we offer self-service tools for automating transactions, resolving issues, and making decisions in environments with multiple providers. By assessing and managing risk, we help optimize workflows and workforce efficiency, recommend tailored solutions, distribute workloads, and monitor actions effectively. Furthermore, our benchmarking insights serve as a powerful means for continuous improvement and cost reduction. In summary, our innovative approach aims to transform the financial services landscape by enabling smarter decision-making and actionable insights.

No matter what financial services you offer, Difitek serves as the technological backbone you need. It provides comprehensive support for KYC and AML compliance, fund transfers, position recording and reporting, as well as repayment processes, liquidity management, and access to secondary markets. With a powerful API-first architecture, Digital is designed for Fintech applications of any magnitude. You can opt for Turnkey Solutions or choose the complete array of technical capabilities that suit your requirements. Utilizing a serverless architecture, it guarantees bank-grade security. This ensures that you benefit from a contemporary, highly secure solution that is user-friendly and easy to manage, all at a fraction—1/100th—of traditional banking IT expenses. Our focus on automation and process optimization significantly reduces operational costs while unlocking entirely new avenues for the development of financial services. Difitek's advanced serverless architecture embodies the latest advancements in cloud computing technology. The integrated Difitek API layer allows for seamless communication between the client interface and third-party APIs, with asynchronous function execution enhancing performance and efficiency. By leveraging this innovative framework, businesses can quickly adapt to changing market demands and scale their services effectively.

CreditHQ offers valuable financial insights that empower your business to engage with the most reliable customers and suppliers, while also ensuring timely payments. By identifying companies whose financial health is declining, monitoring when suppliers delay payments, and recognizing emerging trends, you can take proactive steps to safeguard your business interests. Since 2008, CreditFocus has been assisting small businesses in the UK by providing credit scores and financial information that illuminate the risks involved in trading with other companies. In addition to this crucial data, tools for managing debt collection, such as the option to send solicitor letters for overdue payments, are also available. Navigating the challenges of business can be tough, with some sectors facing greater obstacles than others. To better understand these challenges, you can utilize this calculator to evaluate the survival probabilities of businesses across various industries, giving you insights into the competitive landscape you may encounter. Ultimately, being informed is key to making strategic decisions that can enhance the resilience and success of your business.

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.

Customer satisfaction is crucial, and the primary aspect of achieving it lies in comprehending your clients. Jinnee gathers and evaluates all inquiries to deliver essential insights regarding the preferences and requirements of your clientele. Continuously evolving, Jinnee seeks to enhance its capabilities and adapt as it assists you in your endeavors. Over time, you can monitor Jinnee's learning progress, modify its responses, and potentially devise new strategies based on identified trends. Functioning as a virtual financial advisor, Jinnee is poised to support your clients with their various needs. They will now have the ability to pose questions and receive answers in mere seconds. With Jinnee integrated into your services, there's no longer a need to remain online to review last month's restaurant expenditures. Whenever you require expert guidance on effective saving strategies, deposit options, improved budgeting, or similar concerns, Jinnee will present relevant financial solutions and products tailored to your needs. This innovative approach ensures that your clients receive timely assistance while you can focus on other important matters.

Imagine a future where precision and correctness are achieved through advanced AI technology, enabling businesses to bring their products to market with greater speed and simplicity, while also enhancing customer acquisition through personalized lending solutions and superior experiences; this is the reality that Lentra embodies. Lentra is a revolutionary platform designed specifically for the financial sector, meticulously crafted to meet every expectation of modern financial institutions. It offers a ready-to-use solution that can be deployed swiftly, featuring tailored customer journeys supported by a microservices architecture. With a pay-per-user or transaction SaaS model, there is no upfront capital expenditure required, ensuring accessibility for all types of organizations. The platform operates continuously, backed by dedicated data centers and reinforced by a robust, secure infrastructure. Its API-driven approach allows for seamless integration with third-party services, while horizontal scaling capabilities enable it to adapt to growing demands. Covering a wide range of lending needs from personal loans to credit cards, Lentra also empowers merchants to become effective cross-sell agents, proving itself as a comprehensive solution for any financial institution. This innovative platform not only enhances operational efficiency but also transforms the way lending is approached in the industry.

Aging infrastructure creates challenges and high costs for market accessibility. We embarked on our journey within the prime brokerage sector, an area that has seen little genuine innovation over the past several decades. Our technology-driven platform has transformed the traditional prime brokerage experience by enhancing client access, expediting processes, and elevating service standards. Our goal is to extend this transformation to all capital markets, catering to every kind of investor, including institutions, active traders, market-makers, and fintech applications. Our adaptable prime brokerage platform delivers superior clearing and custody solutions, accommodating firms of all sizes, varying return profiles, and diverse strategies. We empower you with pristine data, enabling quicker and more informed decision-making. Additionally, our unique securities lending and funding platforms have facilitated the creation of broad distribution networks that effectively address the liquidity demands of both clients and borrower counterparties. This commitment to innovation not only enhances our offerings but also sets a new standard in the market.

Affordable banking software designed for non-profit organizations is available through DLS Financials, which streamlines the process of managing savings and loan accounts according to the workflow. Users can customize their settings by creating personalized drop-down lists that allow for quick field completion. Features are included to help parishes avoid excessive debt, enhancing financial stability. The platform supports the integration of various documents, spreadsheets, emails, images, and PDFs, linking them to specific locations, accounts, or transactions for convenient access. Automatic transactions can be set up for recurring events, greatly simplifying financial management. The global functions enable users to conduct extensive tasks effortlessly with just one click. DLS Financials is particularly adaptable, catering to a diverse range of user requirements, and it offers numerous configurations and default options. Moreover, users can request additional management reports, functions, and features, ensuring that the software aligns perfectly with their operational needs, fostering a more efficient and customized banking experience. This flexibility makes it a valuable tool for any organization looking to optimize their financial management processes.

Credit solutions that operate independently of banks. Launch a compliant credit offering in just weeks rather than the typical months, as securing bank sponsorships and state licenses can take several years. Onbo provides fully licensed and compliant credit options that seamlessly integrate into your broader financial services, enabling a rapid go-to-market strategy. You have the flexibility to implement your own KYC, fraud prevention, and underwriting guidelines. Getting started is straightforward, and the products can be tailored to grow with your business. We assist you with debt capital of up to $1 million at no initial cost to you, and as you expand, we connect you with our debt capital partners to secure your first facility. Additionally, a credit builder feature empowers users to enhance their credit scores through microloans for everyday expenditures. Our personal loans come with the ability to adjust 15 different parameters and are supported by our adaptable loan management system, “LMS.” Furthermore, revolving lines of credit provide borrowers with an increased capacity for spending, making them an attractive option for financial flexibility. This comprehensive support ensures that your credit offerings can evolve and meet diverse customer needs effectively.

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.

Natech Banking Solutions democratizes access to banking technology, prioritizing outstanding service and customer fulfillment. With a comprehensive suite spanning core banking systems to digital engagement channels, Natech empowers institutions to craft personalized financial products. The platform offers seamless onboarding and unparalleled accessibility, ensuring swift time-to-market with plug-and-play, end-to-end solutions. Catering to a diverse clientele that ranges from lively credit unions, local community banks to forward-thinking regional financial institutions, Natech stands as a pillar of technological advancement in banking. Natech's collaboration on the launch of a digital-only bank, Snappi, represents a leap forward in banking technology, combining industry expertise with modern innovation. 

Quiltt provides a comprehensive consumer fintech infrastructure that enables anyone to create cutting-edge financial solutions effortlessly. This is achievable without complexity. We have meticulously woven together the essential tools that innovators require to swiftly introduce customer-oriented features such as account linking, budgeting tools, bill management, and more, significantly reducing both time and costs. The Quiltt Connect feature is an embeddable user interface module that offers a rich, contextual financial overview of your clientele. Utilizing the robust Quiltt GraphQL API, Connect is seamlessly integrated with Plaid's top-tier bank data network and Spade's advanced transaction enrichment capabilities. Integrating Connect into your product is as simple as adding a few lines of code, allowing your team to concentrate on developing your key innovations while enhancing the user experience. With Quiltt, launching a financial product that meets modern demands has never been easier.

We are transforming the financial technology environment into a welcoming space. Gone are the days of arduous 'digital transformation journeys' that require complete overhauls. Instead, we offer a low-code, plug-and-play model that allows our products to be immediately effective for your needs. Our mission is to empower banks and insurance companies to prioritize their customers by providing innovative solutions and products. Today's customers demand seamless interactions, smooth interfaces, and intuitive data flows—all while keeping a personal touch intact. Financial institutions are discovering the importance of viewing their customers as individuals before categorizing them as clients. Although this is a challenging shift, FintechOS offers an adaptive data core that can assimilate various data points from both your internal systems and external sources, enabling you to lead the way in data-driven decision-making, customized customer experiences, and specialized offerings. By embracing this approach, organizations can create lasting relationships with their clients and foster loyalty in an ever-evolving market.

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

AlphaStream enhances the effectiveness of financial markets for your clients while maximizing profitability for your business. The AlphaStream experience platform consolidates all your various financial data sources into a single, cohesive solution designed to provide hyper-personalized market data experiences for each client. Your teams will gain unprecedented insights not only into client behaviors but also into the motivations behind those actions. Explore how your teams can elevate client satisfaction to drive greater profits, refine sales targeting and conversion rates, implement programmatic digital marketing campaigns, tailor educational resources, and much more. This platform uniquely stands out as the first data experience solution specifically crafted to revolutionize real-time financial market data, delivering a customized user experience through the most effective channels. Seamlessly integrate all your financial data, encompassing news, social media, web content, market datasets, alerts, and notifications, into this innovative platform for a holistic approach to client engagement. By leveraging this powerful tool, you can ensure that every interaction with clients is informed and impactful.

Introducing the most intelligent fintech platform for innovative thinkers. If you possess a groundbreaking idea, we provide the necessary platform to bring it to fruition. Our customizable digital finance software-as-a-service (SaaS) enables you to swiftly launch and monetize fresh solutions tailored for your clientele. Whether you require cards, financing products, or bank accounts, you can select from Toqio's diverse offerings to create a distinctive market proposal. You can either utilize our pre-integrated fintech and financial service partners or seamlessly connect your own solutions to the Toqio ecosystem. Our white label SaaS platform empowers you to showcase your brand with a personalized aesthetic and user experience that reflects your vision. Toqio hosts and manages all applications, allowing clients to leverage our continuous stream of innovative products. Developing your new financial application becomes a straightforward, quick, and affordable process. With our readily available fintech SaaS platform and marketplace, innovation is more accessible than ever. Now you can access comprehensive products required to compete with the leading figures in the fintech industry and transform your ideas into reality.

Enhance consumer engagement and empower individuals with actionable insights, tailored messaging, and customized product offers that drive higher conversion rates. Our GenAI-driven customer data platform equips every member of your organization with the ability to conduct sophisticated data analytics for marketing, segmentation, and monitoring of your customer base. Utilizing AI-enhanced transactional data insights, we deliver a comprehensive understanding of applicants' financial situations to support credit evaluations and manage the lending lifecycle effectively. With over 50 billion transactions processed, our AI technology continuously evolves to improve accuracy. Our leading-edge categorization capabilities set us apart in the market. Boasting a remarkable first connection success rate of 98.2% and a 99.99% service level agreement for uptime, we ensure a dependable experience for your customers, allowing you to concentrate on scaling your business. This commitment to excellence not only enhances customer satisfaction but also fosters long-term loyalty.

UniTrust has introduced the innovative myView platform, which streamlines both mortgage administration and advisory processes, allowing you to dedicate more time to your clients while reducing administrative burdens. Essentially, it means enhanced efficiency in managing your mortgage-related tasks. The myView platform features myView MidOffice, which enables users to oversee the entire administrative journey from mortgage application to finalization at the notary. This system provides a detailed overview of your case, facilitates the creation of digital files for necessary documentation, and offers real-time status updates along with communication capabilities (via HDN or otherwise) among all stakeholders—clients, companies, financial advisors, service providers, and civil-law notaries. Additionally, it encompasses related mortgage products such as risk insurance, bank guarantees, and property valuations, ensuring they are fully managed and tracked within the mortgage file. In summary, myView MidOffice not only provides a transparent mortgage dossier but also automates the monitoring of all timelines associated with your file, enhancing overall workflow efficiency.

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

ERMES is a comprehensive application designed from the insights of the SEFIN group, aimed at facilitating supervisory reports and matrices for foreign bank branches in Italy as well as for Financial Intermediaries listed in the new SINGLE REGISTER. This application serves as a protocol to PUMA 2 (Unified Corporate Matrices Procedure), enabling a straightforward and thorough approach to fulfilling periodic reporting requirements to the Bank of Italy. Tailored specifically for the Italian branches of foreign banks and for Financial Intermediaries under article 107, as well as those governed by article 106 (the so-called SINGLE REGISTER), ERMES functions as a reporting and communication system that supports users throughout every stage of the process through its intuitive yet detailed interface. The application prioritizes flexibility and usability while allowing for adaptability and customization of table structures to meet the unique needs of each user. Furthermore, it provides a singular reference documentation for processing, ensuring consistency and clarity in reporting. This innovative approach not only enhances user experience but also streamlines compliance with regulatory obligations.

Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.

Wallie e-Wallet serves as a comprehensive platform enabling mobile network operators, virtual network operators, banks, and financial entities to introduce a digital wallet that seamlessly integrates with their core systems. This mobile financial solution can be implemented through an agent or customer service representative model, as well as through online or API registration methods. The processes for user registration and Know Your Customer (KYC) requirements to activate the wallet are designed to be user-friendly and efficient. After completing registration, users can effortlessly send and receive funds using their mobile wallet, bypassing traditional banking services. Users have the option to add money to their wallet, manage multiple accounts in various currencies, and transfer funds to their wallet or accounts with just one click. They can also keep track of all transactions and can raise support tickets for any incomplete transactions. Additionally, the platform consolidates payment services into a single device, making it easy to pay bills, recharge accounts, transfer funds, and more. Users can monitor their spending habits, pinpoint their favorite expenditure areas, and quickly access localized campaigns where they can discover offers and promotions that cater to their interests. This all-in-one solution not only simplifies transactions but also enhances the overall financial management experience for users.

Integrate loan repayment, data management, balance transfers, and automation seamlessly through a unified API. Method empowers developers to interact with users' debts using our versatile, debt-neutral solution. By directly engaging with your users' financial obligations, you can reduce lending risk while enhancing revenue streams. Method interfaces with a comprehensive range of merchants, including those for student loans, credit cards, auto loans, mortgages, and utility bills. With Method's robust APIs, there are no disruptions, and users won't need to re-authenticate. The platform takes care of compliance, identity verification, and partnerships with banks, allowing you to concentrate on your development efforts. Initiate payments for any liabilities users may have, with settlements completed in just a few minutes. Retrieve all user liabilities instantly without the need for credentials, and access real-time data on their financial obligations. Additionally, by prioritizing financial wellness, you can attract top talent and foster employee retention, addressing a critical concern for many in today's workforce. Overall, Method simplifies debt management, enabling a better financial future for users.

Quickly establish bank accounts, provide cryptocurrency wallets, facilitate payments, and distribute cards to your clients. Solid presents a comprehensive and compliant array of FinTech solutions. You can integrate it in just minutes to craft unprecedented user experiences. With Solid’s Banking as a Service (BaaS), businesses can develop and introduce various deposit offerings, including both business and personal checking accounts. This service encompasses everything from ledgers to statements, providing all the essentials for creating enjoyable banking interactions. The Card Issuance and Management platform from Solid is pioneering, allowing for the issuance of cards that cater to your customers' requirements through a single API. Both physical and virtual credit, debit, and prepaid cards are entirely overseen by Solid. Elevate your customer engagement with a streamlined and robust experience embedded in your product, utilizing Solid's instant account creation API. Additionally, you can quickly issue customized physical and virtual cards, complete with the necessary spending controls using Solid's card API, ensuring that your clients have all the tools they need at their fingertips.

Experian offers businesses access to a robust portfolio of consumer-focused services aimed at enhancing engagement and boosting customer loyalty. With features like credit monitoring, financial management tools, identity restoration, and privacy solutions, Experian enables businesses to empower their customers with the tools needed to protect and improve their financial health. Whether through APIs, white-label solutions, or branded offerings, Experian's solutions are designed to fit seamlessly into your existing platforms. Experian’s Partner Solutions allow you to build targeted, high-demand services such as identity protection and credit education, driving consumer satisfaction and increasing retention. These solutions also come with flexible delivery options, ensuring quick integration and improved time-to-market.

Flowpilot ensures complete transparency in all financial dealings, allowing you to seamlessly link your bank and accounting departments with just a few clicks to effectively plan your future cash flow. By leveraging insightful scenarios, you can enhance your business decisions with the aid of intelligent tools and AI. Flowpilot provides daily connections to your bank accounts while integrating them with your accounting processes. This approach guarantees that your data is consolidated, enabling you to operate with absolute accuracy. Unlike our competitors, you can try our software at no cost and explore all its features through a product demonstration. After the trial, you have the flexibility to cancel your subscription on a monthly basis. Developed in Berlin by experts in finance, Flowpilot caters specifically to the requirements of local medium-sized enterprises. All your data is securely stored in clouds "Hosted in Germany," ensuring maximum protection. Whenever you have a question or concern, our dedicated support team is readily available to assist you personally and efficiently. With Flowpilot, managing your finances becomes not only easier but also more reliable.

Centime is the only all-in-one cash management solution on the market. Our comprehensive solution includes accounts payable automation, accounts receivable automation, cash flow forecasting, working capital lines of credit, and business banking solutions. With full cash visibility and control, businesses can scale quickly and effectively.

Our software as a service (SaaS) offerings empower financial institutions to effortlessly discover and act on optimization prospects while collaborating with other players in the market. By leveraging sophisticated workflow technology and unique algorithms for analyzing and executing portfolio optimization alongside counterparties, we provide firms with the ability to: eliminate positions through offsetting trades, thereby freeing up capital without altering risk; transfer positions to institutions more suited to manage them, which can enhance your credit availability; and create capital-efficient positions that enable access to a wider range of capital sources. Our innovative SaaS products and solutions revolutionize the industry, empowering everyone involved and inviting a fresh perspective on the operations of capital markets. By embracing these changes, financial institutions are better equipped to navigate the complexities of today’s market landscape.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals