Alternatives to AlphaStream
Compare AlphaStream alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AlphaStream in 2026. Compare features, ratings, user reviews, pricing, and more from AlphaStream competitors and alternatives in order to make an informed decision for your business.
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1
Plaid
Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. -
2
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
3
Fivvy
Fivvy
A SaaS platform that boosts banks' competitiveness and market position through personalized digital experiences and revenue-generating insights. Create a personalized digital experience for your customers. Sales opportunities in real-time, hyper-personalized, and contextualized. The pricing structure is highly competitive compared to other solutions on the market. Platform designed for fast implementation that allows agile integration with existing systems. Comprehensive 360° solution that improves the customer experience and drives business growth. By analyzing customer data, Fivvy provides bank users with insights into spending habits, savings patterns, and investment behavior. This allows banking institutions to use new tools to offer a more personalized approach and effective solutions that focus on customers. At the same time, it enhances the value of their user data. Stop losing competitiveness in an ecosystem of permanent change, monetize your data and increase loyalty.Starting Price: Free -
4
Alkymi
Alkymi
Alkymi is an AI-powered data automation platform designed to unlock and manage investment and private markets data by turning unstructured documents into standardized, interactive datasets that connect directly to a firm’s systems and workflows. It provides an end-to-end solution for retrieving, ingesting, transforming, validating, and delivering real-time structured portfolio information from complex documents such as capital calls, quarterly reports, financial statements, subscription and offering memorandums, loan agent notices, and more, all within a single platform. Using advanced AI, machine learning, and large language models, Alkymi automates multiple investment document workflows in one place so teams can capture more data faster, improve operational efficiency, accelerate deal review, and respond quickly to market changes with richer data available in real time. -
5
i2i Logic
i2i Logic
i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of your front line. The analytics and insights are delivered via a digital platform to be used by corporate bankers and advisors at their desks and in the field directly with their clients. Typical users include relationships, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. Automated data-driven prospecting from 100,000s of companies and thousands of industry profiles. Financial and operating metrics analysis with dynamic benchmarking against industries and peers. Conversation modules to share with your clients – including capital needs, debt sizing, liquidity, markets, and transaction banking. -
6
Rightfoot
Rightfoot
Rightfoot provides secure connectivity to millions of business and personal accounts, without requiring a log-in. Our proprietary technology eliminates the customer burden of remembering various passwords across their financial footprint. Rightfoot shines a light onto accounts previously opaque, giving you a comprehensive financial picture of your customers. A customer's financial picture can dramatically change since the last refresh of credit bureau data. Rightfoot taps into the source of truth so you can make confident underwriting decisions. Determine creditworthiness with visibility into chargebacks, payment disputes, & more. Unlock seamless product experiences by avoiding industry-standard 40% dropoff. Leverage customer-level financial data to hyper-target your product offerings. -
7
Zocks
Zocks
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.Starting Price: $67 per user per month -
8
Abaka
ABAKA
Next Best Action is a proven AI-recommendation engine in production with global banks and insurers, constantly learning from our vast ecosystem of clients, customer data and financial products. It addresses the need for delivering personalized customer life journeys with beautiful omnichannel digital experiences. ABAKA supports the digital transformation journey with our cloud-based Enterprise SaaS platform with a library of modular and customizable apps. The solution is designed to integrate with a client’s internal systems, business rules, and customer engagement requirements and enhance their digital customer experiences and increase their revenue. It delivers advanced customer insights and intelligent nudges, that empowers financial institutions to predict which message and content will resonate and activate a positive customer response for increased engagement, retention, product conversion, and up-sell. -
9
Financial Oxygen
Financial Oxygen
State-of-the-art, cloud-based portal that allows a financial institution’s corporate clients to easily and quickly view cash balances across multiple subsidiaries and currencies and then to deploy those balances into a variety of cash-equivalent investments, such as money funds and time deposits. G-CLIP allows clients not only to place their excess cash into permitted investments, but also to understand their risk exposures utilizing an intuitive analytics package. FO2 has designed G-CLIP based on extensive knowledge of client needs, product fundamentals, regulatory requirements and market experience, thus providing key bank clients with improved liquidity and increased transparency in one easy-to-use liquidity portal. FO2’s G-CLIP can be deployed on its own as a turn-key portal or can link to additional FO2 modules that can enhance the client’s experience as well as the financial institution’s capabilities and ROI. -
10
Alpha
Public
Alpha provides AI-powered summaries and recaps of the assets you care about. Just click on the Alpha button at the bottom of any news alerts you receive in your inbox. Now, you can access Alpha on every asset page on Public. Ask any question you have and inform your investment decisions with precise financial data. See how Alpha can enhance your investment research. Instantly access any stock’s financial fundamentals. Screen for bonds based on your investment criteria. Get earnings call summaries right after they happen. Learn why an asset you follow has unusual movement. Find the market’s top movers, gainers, and losers. Public members get free access to Alpha directly within their investing experience. Download the Alpha app and build a watchlist of assets. Alpha synthesizes financial data, enriches it with contextual understanding, and presents it to you through an intuitive, natural language interface.Starting Price: Free -
11
FintechOS
FintechOS
We’re turning the financial technology landscape into one that feels like home. No more painful rip-and-replace ‘digital transformation journeys’. Just a low-code, plug and play approach that lets our products work for you - out of the box. We empower banks and insurers to put their customers first with unique solutions and products. Customers expect seamless experiences, frictionless interfaces and intuitive data flows - while retaining the ‘human touch’. Banking, financial services and insurance companies are learning that they need to understand their customers as people first, clients second. No easy feat - but with FintechOS’ evolutive data core and ability to conceive and integrate a multitude of data points from your own systems and third parties, you’ll stay ahead of the pack when it comes to data enriched decision making, personalized customer journeys and tailored offerings. -
12
Yodlee
Yodlee
Yodlee is a leading financial data intelligence platform that connects, enriches, and activates data to help financial institutions and innovators deliver smarter, more personalized customer experiences. With over 601 million connected accounts and 19,000+ data sources, Yodlee provides unmatched access and accuracy for digital banking, lending, wealth management, and payments. Its intelligent APIs and analytics tools enable real-time insights that drive customer engagement, growth, and loyalty. Backed by over 25 years of innovation, Yodlee powers some of the world’s top banks, fintechs, and financial platforms. From open finance to account verification and AI-driven insights, the platform transforms raw financial data into actionable intelligence. Simply put, Yodlee empowers organizations to connect data, activate insights, and drive sustainable growth. -
13
rgOne
RedPoint Global
rgOne, Redpoint Global’s fully integrated solution, delivers you a single point of control to connect customer data and execute marketing campaigns. So your customers can achieve the real-time, hyper-personalized experiences they demand. Capture all that's knowable about every individual customer. To create all that's accurate and continually updated, in one Golden Record. Generate your next best offer, action and message. In the context and cadence of each customer. Deliver consistent and personalized experiences across all customer touchpoints. With our flexible cloud architecture and open garden approach, you stay in control. With a deployment that serves your enterprise goals and meets your security needs. Move from mass marketing to real-time, 1to1 personalized marketing. With rgOne’s unrivalled capabilities in customer data management, automated machine learning and intelligent orchestration. -
14
SellitPics
Teknikforce
SellitPics is a cloud-based software that creates automated hyper-personalized image messages to get you more clients and sales on Facebook, LinkedIn, Email, and also from your Landing pages. Creating dynamic images has just become easier with SellitPics. SellitPics can get you 3x more replies, 325% more conversions, & more sales from every message you send. It is the right tool to turn outreach into results every time. In marketing surveys, agencies and service provider companies reported better results from direct client prospecting on LinkedIn & Facebook than any other. Direct outreach is even more effective for Agencies, Service providers & business clients where one right client can send a business to the next level. Look for businesses that you can target with your services in your city or globally. If you have customers already, find their competitors and include them in your list.Starting Price: $67/year -
15
Bud
Bud
Maximize engagement and empower consumers with actionable insights, targeted messaging and personalized product offers for improved conversion. Our GenAI-powered customer data platform allows anyone in your organization to perform advanced data analytics for marketing, segmentation and customer base monitoring. AI-powered transactional data insights to provide the true picture of applicants’ financial position for credit assessments and lending lifecycle management solutions. We’ve processed more than 50 billion transactions and our AI core keeps learning. Our market-leading categorization is extremely hard to beat. Our first connection success rate of 98.2% and 99.99% up-time SLA guarantees a reliable experience for your customers so you can focus on growth. -
16
Ai-Intelekt
Ai-Intelekt
Say goodbye to marketing tunnel vision and solutions that just don’t cut it. Say hello to a turnkey, flexible platform that drives real-time buying decisions and adjusts to your business needs, and empowers you to create seamless, omnichannel experiences that adapt to each customer, from the first touchpoint to the last. Ai-Intelekt implements hyper-personalization, prescriptive analytics, customer journey analytics, & closed-loop integration. Hyper-personalization allows you to create deeply personalized customer journeys of your brand through coordinated, informed actions & campaigns. Track the journey taken by each lead and customer so you always know their preferred path, chosen messaging, service background or purchase history. Predictive analytics Take control of your customer’s lifetime value by employing the power of true artificial intelligence (AI). Forecast outcomes based on behavioral data, historical sales, and actions to accelerate the customer journey. -
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Prisma Campaigns
Prisma Campaigns
The Agile Marketing Platform for Financial Services. We help Financial Institutions deepen their customer relationships, improve share of wallet, and increase loyalty by allowing them to execute easily personalized campaigns thought all channels, at scale. Online Banking, Web, Mobile, Email, SMS + Others, Prisma Campaigns is a smart omnichannel orchestrator. Based on customer data it allows FIs to effectively deliver segmented and personalized campaigns providing relevant, personal and contextual offer at any stage of the customer journey. From insights to action: Effectively orchestrate real-time segmented campaigns. 1-to-1 personalized messages: Deliver personal and contextual messages and increase conversion rates. All-in-one platform: Manage all your channels from a single place: mobile, web, email, sms, push and more. Fast and easy integration: Plug and play easily with our SDK and go live in less than 6 weeks! #BeRelevant! -
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ReactorOne
ReactorOne
Reduce your need for countless marketing platforms, take control of your digital channels, and deliver exceptional experiences all the time. Segment users and engage them with highly relevant content when and where they need it for the ultimate hyper-personalization. Built on reliable, open source technologies, our platform allows rapid development and third party integrations. Create a unified brand experience across your digital eco-system from website to native app to voice experiences, marketing channels and more. Take control over every inch of your experience with our unique component-based content management approach. Learn what drives user engagement and ultimately increases revenue and other desired outcomes. Convert shoppers to sales with responsive designs, fast page loads, one page checkout and many other features designed specifically to increase your revenue. -
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ADARA Cortex
ADARA
ADARA Cortex is the next evolution of our data products and services. It delivers traveler intelligence for activating hyper-personalization across all your digital marketing channels. ADARA Cortex leverages real-time travel intent and buyer purchase preference insights from over 850M active traveler profiles within ADARA’s Data Co-op, and is based on activities happening outside your brand. It empowers digital marketing and accelerates ROI across all your preferred consumer engagement platforms, including programmatic, search, social, TV, email and websites. A major airline uses ADARA data to optimize bid efficiency for paid Google Search. Their campaigns for unbranded keywords decreased the cost-per-acquisition by 29% and increased the click-through-rate by 95%. Data sets within ADARA Cortex are curated for your needs with the Cortex Catalog. It’s an easy-to-use self-service platform to explore, evaluate and activate your preferred data sets. -
20
Toqio
Toqio
The smartest fintech platform for the smartest ideas. If you have an idea, we have the platform. Our white label digital finance SaaS lets you quickly launch and monetize new solutions for your customers. From Cards and Financing products to Bank accounts, choose the Toqio products you need to launch your unique proposition. Choose from our pre-integrated fintech and financial service partners or connect your own solutions to the Toqio platform. Our white label SaaS platform allows you bring your brand to life with your own look and feel and user experience for your solution. Applications are hosted & managed by Toqio, while clients take advantage of our innovative pipeline of new products. Build your new financial application easily, quickly, and and cost effectively. Our ready-to-go fintech SaaS platform and marketplace makes innovating simple. Access the end-to-end products you need to take on the fintech market leaders. -
21
Frizbit
Frizbit
Frizbit is a multi-channel Marketing Orchestration Platform helping marketing teams of transactional internet businesses to bring their customers back to their websites. Via Frizbit, internet companies can deliver optimized and personalized engagement experiences to their users by sending automated and hyper-personalized messages based on user behavior on both desktop and mobile devices. It allows marketers to create automated campaigns for each stage they abandon their journeys such as cart abandonment or product retargeting. These automated & personalized messages are sent multi-channel via web push notification, SMS, and email channels or it can be also connected to other channels such as Facebook messenger, WhatsApp or slack via webhooks. These are basically retargeting campaigns but without ads. In return, it helps recovering lost conversions, increase revenue, user retention and life-time value on their websites or apps.Starting Price: $49 per month -
22
Redtail CRM
Redtail Technology
Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.Starting Price: $99 per month -
23
Unica
HCLSoftware
HCL Unica is a powerful enterprise marketing platform designed to manage your end-to-end marketing needs, from planning and execution to real-time personalization and campaign analysis. Built for marketers and powered by AI, Unica offers advanced marketing automation capabilities across a wide range of outbound and inbound channels, including email, SMS, WhatsApp, social media, direct mail, kiosks, ATMs, and more. Unica provides unmatched scalability and flexibility, with a cloud-native, premises-agnostic platform that can be deployed through containers or natively, making it easy to integrate with your existing MarTech stack. Its comprehensive suite includes industry-leading solutions for campaign management, customer journey orchestration, audience segmentation, and omnichannel personalization, enabling you to deliver hyper-personalized, data-driven marketing campaigns at scale. -
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Parafin
Parafin
Parafin supplies the crucial connective fabric that makes financial services robust and enduring. We take on sourcing, underwriting, origination, servicing, compliance and risk, and more. It starts with our superior underwriting. Our sophisticated machine learning models uses data from millions of businesses across all industries and verticals to determine offer eligibility and terms and optimize merchant experience. We created a sleek, white-labeled UI that embeds seamlessly into your existing platform experience. We take on risk and ensure that our products are compliant with various government regulations. We navigate the complexity of capital markets on your behalf. By partnering with best-in-class financial institutions, like Jefferies and Silicon Valley Bank, we always have a reliable flow of funds to support your merchants. We supply more than a framework. Our out-of-the-box solution provides an end-to-end financial services program. -
25
Nepse Alpha
Nepse Alpha
Nepse Alpha is a stock analysis and stock research service and software provider. Nepse Alpha provides stock signals, stock screeners, stock research, stock analysis, and more. Nepse Alpha also offers an Android app. Nepse Alpha application is a mobile-friendly version for the website nepsealpha. This application is a free platform for every economic, financial, and stock market-related news, announcement, live technical, fundamental, and quantitative analysis research, and data mining for investors in the Nepalese capital market.Starting Price: Free -
26
ALPHA
MeetAlpha
ALPHA is a clienteling suite that enhances the shopping experience by providing personalized services such as direct messaging, client preferences tracking, store appointments, and remote sales capabilities. It offers features like client requests, a comprehensive client book with CRM integration, rich client profiles, and analytics and insights. It facilitates easy client registration through QR codes or text messages, enabling sales associates to manage client interactions effectively and boost sales performance. ALPHA is designed to seamlessly integrate with existing systems, requiring no complex integration, and aims to elevate client satisfaction and drive sales growth. ALPHA wants to remove the dry complexity, revalue the human touch and personal connections, and redefine what digital tools and experiences mean in luxury.Starting Price: Free -
27
MFS Platform
Tmob
Our solution for telcos and e-money licensed companies to offer payment and financial services to their end-users. MFS platform creates new revenue streams, increases customer loyalty and helps reach the underbanked and unbanked. Designed to serve telcos that need to comply with PSD2 licensing or e-money license holders to provide financial services to their customers. Mobile financial services is a breakthrough technology in the concept of money. By adopting mobile financial services technologies, telco businesses ensure sustainable and consistent user loyalty while delivering services such as direct carrier billing, utility payments, merchant payment capabilities and more. Gain more offline partners as it’s mainly focused on online transactions. Drive financial inclusion for the unbanked and underbanked around the globe. -
28
Experian Partner Solutions
Experian
Experian Partner Solutions empowers businesses to enhance customer engagement and drive growth through comprehensive financial wellness and identity protection offerings. Their suite includes credit monitoring, financial management tools, identity theft protection, and data breach resolution services, all designed to build trust and deepen customer relationships. With flexible deployment options—such as APIs, white-label solutions, and co-branded platforms—Experian ensures seamless integration into partners' existing systems. Leveraging Experian's extensive data resources and expertise, partners can deliver personalized experiences that foster customer loyalty and satisfaction. Additionally, Experian offers employee benefit solutions that promote financial well-being and security in the workplace. By collaborating with Experian, businesses can position themselves as trusted advisors, offering value-added services that meet the evolving needs of their customers. -
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Mobiz
Mobiz
Mobiz is a hyper-personalized mobile marketing platform that elevates and innovates customer engagement with data-driven personalization. Using a dynamic landing page template library, users can create and send customized mobile marketing campaigns at scale and via SMS in a few easy steps - all totally code-free. The platform also offers a growth tool, helping users expand their subscriber list easily and compliantly. With 72% of consumers stating that they will only engage with personalized messaging - and with Mobiz results showing 4 x more sales conversions than email and 30%+ click-through rates, the proof is in the customer's-favorite-pudding.Starting Price: $20 per month -
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Personalize
Human
Hyper-personalize your email and marketing campaigns to increase response rates by 100%. Use real-time data to target customers based on their top interests and lift marketing revenue. Personalize ranks the top interests of each contact in your database based on their digital footprint. Our AI engine crunches data like time on page, visit frequency, and recency to provide you with real-time insights. Personalize identifies what each customer is most interested in at any given moment so you can promote the right product or service at the right time. Gain product insights to optimize your sales/marketing plans and get more revenue from your existing database.Starting Price: $69 per month -
31
SmarterHQ
SmarterHQ
Power highly personalized, cross-channel customer experiences. 72% of consumers now only engage with personalized marketing messages. It’s not enough to say the same thing to everyone. SmarterHQ makes it easier to cater to each of your customers at scale. Automating accurate personalization at scale can be really hard to do across internal teams, data streams, and interaction channels. That’s where we come in. We capture anonymous site visitors without the need for account sign-in, boosting customer identification and reach by 202% on average for clients. Our platform is built on a CDP infrastructure with customer identity resolution at its core, allowing us to collect and connect key online and offline data into a single unified view of a customer regardless of where they interact. Our marketer-friendly interface makes it easy to identify highly targeted audiences by specific product and category interactions, traffic sources, engagement levels, AI/predictive models, and much more. -
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AlphaSense
AlphaSense
AlphaSense is a market intelligence and AI-based search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500. Users can also upload their own internal reports reports and data, making it indexable for internal users in the AlphaSense platform. AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information. -
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Visible Alpha
Visible Alpha
Visible Alpha creates a unified consumption and collaboration experience across research reports, analyst models and corporate access events and enables clients to discover, track, budget, value and pay for research content. Visible Alpha is transforming the way Wall Street firms collaborate on research, financial models and corporate access events by providing breakthrough tools for discovery, analysis and valuation. Visible Alpha has a growing client base with $17 trillion in AUM, more than 600 research providers contributing content and over 500 employees globally. The company is backed by some of the largest banks in the world, including Banco Santander, Bank of America Merrill Lynch, Citi, Exane BNP Parabas, Goldman Sachs, HSBC, Jefferies, Macquarie Group, Morgan Stanley, Royal Bank of Canada, UBS and Wells Fargo. -
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Jinnee
Jinnee
Customer satisfaction is the key and the main element to crack the code is to understand your client. Jinnee collects and analyses all inquiries to provide you with valuable insight into the needs and wants of your clients. Jinnee is always learning and finding ways to improve further as Jinnee continues to work for you. You can observe what Jinnee has learned over time, adjust its behavior, and may even come up with a new solution based on the patterns. Jinnee’s role in your company is as a virtual financial advisor. Jinnee will be helping your clients with their needs. Now they will be able to ask questions and receive replies within seconds. With Jinnee on board, there will be no need to stay online and wait to check how much you spent last month on restaurants. When you need expert advice on a good saving plan, options for deposit, better budgeting, and many more, Jinnee will offer relevant financial products and suitable solutions for you. -
35
Intrinio
Intrinio
Intrinio is a full-service financial data provider with a focus on serving the B2B market from startups to enterprise level customers. Intrinio offers introductory price points and data subscription packages to scale, making it still affordable and accessible for developers and quants. If you go to our website and sign up or chat the team, you can get an account, API keys, and trial the data within minutes. Intrinio offers trials, monthly and annual pricing, fully customer support, and co-marketing. Our data is backed by an expert team and infrastructure that is light years ahead of our competitors. By focusing on foundational data products such as stock market data, esg and fundamentals, we're able to provide high-quality data, cutting-edge tools, and premium support to our clients. We are experts in XBRL, standardization, licensing, customization, tools, and support.Starting Price: $150/month -
36
AOPAY
AOPAY Technology
AOPAY is a digital banking infrastructure platform that provides financial institutions with integrated payment, banking, and verification solutions through a unified API ecosystem. The platform enables fintech companies, NBFCs, microfinance institutions, cooperative societies, and banks to manage financial operations more efficiently while maintaining regulatory compliance. AOPAY offers modular services such as payment processing, identity verification, lending management, core banking infrastructure, and account management. With real-time settlement capabilities, scalable APIs, and enterprise-grade security, the platform helps organizations modernize financial services, streamline workflows, and deliver secure digital banking experiences. -
37
Lentra
Lentra
A future where errors and inaccuracies are eliminated using cutting-edge AI, go-to-market is faster and simpler, and customer acquisition is accelerated with tailored lending products and elevated experiences; this future is here, and it’s called Lentra. Lentra is a new-age domain-native platform built from the ground up. It is designed and developed to tick all boxes on the wish list of any financial institution. Ready-to-use with rapid deployment and curated journeys. Microservices architecture with customizable customer journeys. No CapEx with pay-per-user/transaction SaaS model. Always-on, with dedicated data centers. In-built industry-grade secure infrastructure. API-driven for quick 3 rd party integrations. Horizontal scaling to keep pace with growth. From personal loans to credit cards, including giving the ability to transform merchants into cross-sell agents, Lentra has a solution that covers the entire spectrum of a financial institution’s lending needs. -
38
BTC-Alpha
BTC-Alpha
BTC-Alpha is a digital asset trading platform providing advanced financial services to traders worldwide since 2016. Our platform is a reliable, secure and stable environment for crypto trading with low commission fee and 24/7 customer support. Our team is focused on providing the best customer experience and ceaseless product improving and developing. There are 98 coins and 188 currency pairs presented on the BTC-Alpha. BTC-Alpha is one of the top world secure crypto exchange. According to latest General Exchange Security Rating, provided by ICOrating, BTC-Alpha was ranked #14 out of 221 studied crypto exchanges with “A” rating. -
39
Innovairre MC
Innovairre Communications
Innovairre leverages a scientific marketing approach. This includes the use of advanced data analytics; progressive digital marketing; leading-edge technologies; hyper-personalization; a proven creative and testing methodology; and unsurpassed capabilities in direct mail, digital printing, and premiums for the nonprofit sector. Innovairre also supports many leading commercial companies and has specialized expertise in financial services, healthcare, insurance, publishing, and retail. Our strategy and agency teams develop fundraising plans that bring together our unique data insights, strategic innovation, production know-how, and a wide array of proven solutions. Our team has built and bought cutting-edge technology that improves operational efficiency and effectiveness. Our unique data expertise, combined with our leading digital print capabilities, enable us to effectively apply hyper-personalization. -
40
Quiltt
Quiltt
Quiltt offers turnkey consumer fintech infrastructure so anyone can launch innovative financial experiences. It doesn’t have to be. We’ve threaded together the infrastructure innovators need to quickly launch customer-facing features into their products - account connections, round-ups, bill management, and more - in a fraction of the time, at a fraction of the cost. Quiltt Connect is an embeddable UI module that lets you access a complete, context-rich financial picture of your customers. Built on the Quiltt GraphQL API, Connect comes pre-integrated with Plaid's industry-leading bank data network, and Spade's powerful transaction enrichment service. Connect can be added into your product experience with just a few lines of code, freeing your team to focus on your core innovations. -
41
Alpha Inquire
Alpha Inquire
AlphaInquire is a personal AI-powered research assistant that automates the process of gathering and summarizing information on topics of interest. Scanning various data sources, including websites, RSS feeds, Google News, and arXiv, delivers daily summaries directly to your inbox, allowing you to stay informed without the need for manual research. Users can customize AI agents through an intuitive interface, specifying topics and preferred sources for focused information gathering. The platform integrates with popular news outlets like Google, arXiv, Hacker News, and Financial Markets News, ensuring comprehensive coverage of relevant content. Additionally, AlphaInquire offers API access for advanced users seeking deeper integration with their workflows. Developed by Aster, a team passionate about generative AI and the future of work, AlphaInquire aims to streamline research processes, saving time and providing tailored information summaries.Starting Price: $19.99 per month -
42
EnNovate
Enqura
Enhancing the user experience through mobile and web applications that provide seamless access to financial services. EnNovate offer interactive access to financial services via modern mobile and internet applications, with a focus on exceptional user experience. Unlike custom-built solutions, EnNovate is a mature product that accelerates digital transformation while reducing time-to-market by up to 50%, providing a competitive advantage. EnNovate provides a robust business layer, enabling seamless integration and management of various digital channels, enhancing operational efficiency and flexibility. -
43
Fiserv
Fiserv
Consumers and businesses are redefining how they want to interact with their financial institutions and the types of services they want to access – making an institution's geographic footprint less important and its ability to connect with consumers and businesses on their own terms mission critical. Fiserv helps businesses find innovative solutions that manage costs, protect and grow revenue, and mitigate risks associated with the payment process – while attracting and growing their customer relationships. Today’s environment has forced financial institutions to reevaluate how digital channels and real-time payments can be used to deliver the experiences consumers expect. Whether your customers are paying people or businesses, in person, online or by mobile, Fiserv solutions allow you to maximize the potential of electronic payment processing. -
44
LTV.ai
LTV.ai
LTV.ai is an AI-powered marketing platform designed to enhance customer engagement and increase sales for ecommerce brands through hyper-personalized email and SMS campaigns. By analyzing customer data such as location, purchase history, feedback, and purchasing habits, LTV.ai enables businesses to deliver individualized messaging that resonates with each customer. Key features include 1-to-1 contextualized personalization, personalized product recommendations, proactive AI-driven segmentation, self-optimizing coupon usage, AI-powered replies and conversations, and proactive feedback gathering. These capabilities aim to increase repeat purchase rates, boost revenue per send, and elevate owned channel sales. Our AI leverages existing segments and customer interactions to proactively identify new segments, allowing for a deeper understanding of your customer base. We ensure that your customers get the perfect product, at the perfect time, with personalized reasoning. -
45
Finalytic
Finalytic
Finalytic is the latest cloud‑based end‑to‑end revenue management platform powered by Formidium, serving as your financial compass for global financial services. It delivers real‑time tracking of revenue, ARR, MRR, churn, and detailed waterfall revenue reports and schedules, enabling finance leaders to analyze trends, simplify revenue recognition, and eliminate spreadsheets. It streamlines invoicing with customizable recurring bills, scheduled batches, and branded templates, boosts revenue and saves time, and supports both traditional and digital payment gateways, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and even stablecoins like USDC and USDT via an in‑house digital currency gateway . It provides payment automation that reduces DSO and gives 24/7 portal access . It offers advanced smart reports and insights to transform data into strategic decisions swiftly. The interactive, secure client portal gives customers invoice and payment visibility and data vault access.Starting Price: $250 per month -
46
Emarsys
SAP
Deliver the predictable, profitable outcomes that your business demands. And the highly personalized omnichannel experiences that your customers deserve. Eliminates silos and unifies customer data through an open architecture and API to drive more intelligent omnichannel engagement. Rapidly aligns business objectives with proven, industry-specific customer engagement strategies crowdsourced from leading brands. Delivers true 1:1 customer personalization across all channels and devices to increase omnichannel engagement, retention and loyalty. Integrates AI and predictive analytics with marketing execution to scale 1:1 personalization and continuously optimize business results. Simplifies cross-channel execution and streamlines marketing operations to optimize the entire customer experience – not just individual channels. Enables fully personalized communication with your customers across all channels, with optimized content for email, social, mobile, web, and direct mail. -
47
Brico
Brico
Brico is an AI-powered regulatory licensing platform that helps financial services companies, including fintechs, lenders, money transmitters, collection agencies, mortgage providers, and crypto businesses, manage the entire financial licensing lifecycle from initial application through ongoing maintenance, reporting, and renewals across all 50 states in a centralized, automated system. It collects and harmonizes real-time regulatory requirements, intelligent checklists, and state-by-state rules so teams can prepare submissions accurately and efficiently, eliminating manual tracking, reducing paperwork, and navigating inconsistent forms and deadlines without spreadsheets or disparate tools. Brico provides intelligent automation such as auto-filling forms via smart data mapping, built-in project and task management for team collaboration, automated periodic reporting and compliance flags, and a centralized source of truth for deadlines, documents, and audit trails. -
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Genesis Global
Genesis Global Technology
Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions. -
49
AdvisorStream
Broadridge Financial Solutions
Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience. -
50
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
