Alternatives to VeriTouch
Compare VeriTouch alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to VeriTouch in 2026. Compare features, ratings, user reviews, pricing, and more from VeriTouch competitors and alternatives in order to make an informed decision for your business.
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SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence.
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FPS GOLD Banking Software
FPS GOLD
FPS GOLD has been providing core banking, mobile and online banking, wire transfer software, and a content management system to financial institutions for over 55 years. Our mission is to help financial institutions compete, profit, and thrive by providing flexible and robust software that's paired with unmatched customer service. With FPS GOLD, you get more because WE ACTUALLY CARE. Don't believe us? Test it yourself. -
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Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
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zeb.control
zeb
As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.Starting Price: $15000 one-time payment -
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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. -
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Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
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Union | platform
Union Financial Technologies
Union | platform provides a digital core which supports smart automation, innovation and transformation. Modules including client records, messaging, deal management, payments, accounting and reporting allow you to manage critical business processes. Agile architecture which is open to API, customizable and Cloud hosted allows you to deliver effective operations. Union | platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core provides fully integrated front-to-back infrastructure upon which financial services can be delivered. Cutting-edge technology means that your business will be flexible, scalable and efficient without sacrificing reliability. Financial Services is changing fast, from client requirements to market forces and technology the speed and scale of change are huge. Providers with legacy systems struggle while the digitally advanced gain competitive edge by delivering immediate and long-term benefits. -
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Tier1 Financial Solutions
Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic. -
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VeriBranch
VeriPark
VeriPark’s Branch Automation Solution, VeriBranch, provides a unified frontend that empowers branch staff to become universal bankers while supporting contactless customer journeys in digital branches. VeriBranch gives banks the tools to transform branches into high-value sales centers, leveraging technology to empower staff and deliver customer satisfaction. The solution enables bank employees and technology to work together, with the right information at their fingertips to execute transactions. VeriBranch connects directly to back-office systems, streamlining business processes. It provides branch staff with the necessary infrastructure and tools for a remote work environment. Bank tellers can execute efficient transactions, such as loan origination, account origination, and transfers from a single interface. Relationship Managers and advisors can engage customers and provide personalized financial planning services, whether at the branch or remotely. -
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Identifee
Identifee
Identifee is a modular, AI-powered platform purpose-built for financial institutions, consolidating capabilities like CRM+, GenAI assistance, prospecting intelligence, workflow automation, business intelligence, learning management, sales enablement, and secure digital sales rooms into a unified toolset. The CRM+ module centralizes customer relationships by managing accounts, notes, activities, and pipelines, while the GenAI assistant, branded as “Ask IDA”, answers questions, prepares for meetings, and analyzes competitor statements within seconds. Prospecting tools provide actionable insights into target technology stacks, and workflow features deliver real-time visibility into team and customer activity. Its business intelligence module transforms complex datasets into actionable insights via dashboards and reports, and sales enablement enables instant creation of client-ready reports enriched with industry benchmarking and explanatory videos. -
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VeriLink
VeriPark
VeriLink is the Common Integration Layer providing out-of-the-box request / response schemas used by VeriPark’s implementations and by other third party front-end and internal systems for integration with the host and core banking systems. The heart of VeriLink is the Integration Access Layer (IAL) developed to hide the complexity of communication to other systems and to help seamlessly connect the variety of external systems. VeriLink can integrate with almost any host system which has a communication interface. -
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OpenCBS
Open Octopus
We offer affordable and flexible pricing structure enabling MFIs to benefit regardless of their size. Take your software to the next level by optimizing it to your microfinance environment. Tell us what you need and we'll make it happen! OpenCBS always takes into consideration the user throughout the entirety of the development process. OpenCBS Cloud is a flexible and scalable Core Banking System which can be deployed within weeks, rather than within months or years for legacy Core Banking Systems. OpenCBS Cloud has a very user-centric interface, allowing financial institutions employees to perform their tasks efficiently. Functionalities, including all key front-office and back-office features, make the system ideal for Microfinance Institutions, Cooperative Financial Institutions, Digital lenders and medium-sized banks. -
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TotalExpert
Total Expert
Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach. -
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VeriChannel
VeriPark
VeriChannel offers a secure, unified platform that empowers organizations to manage seamless, consistent and engaging customer journeys across multiple customer touchpoints, including web, mobile, and digital onboarding. With fully responsive user interfaces, customers and staff can access the system from devices of varying sizes and resolutions. As a reliable and scalable platform for Omni-channel Banking, VeriChannel sits on top of existing IT systems and allows for a secure, zero-footprint integration with disparate business applications. With ready-to-go solutions and extendable architecture, VeriChannel can be re-used across all channels, thereby reducing application development and maintenance costs. In addition, there is no need to re-build legacy applications from scratch; VeriChannel lets you repurpose them by integrating content, data, and functionality into a new presentation layer, or customer experience. Chatbot & Voice Banking, Watch Banking, AR Banking, Mobile Wallets... -
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Capital Banking Solutions
Capital Banking Solutions
Capital Banking Solutions is a leading provider of end-to-end integrated banking software solutions for financial institutions across Europe, Africa, Middle East and America. Founded in 1997 with the purpose of helping financial institutions innovatively drive market change, Capital Banking Solutions supports over 200 Banks and financial Institutions worldwide. Capital Banking Solutions offers a full suite of open-architecture and modular products for Financial Services Industry covering Universal, Retail, Corporate, Private, Family offices, Management Companies and Islamic banks. Ranked among the top vendors by IBS Intelligence and global players by Forrester, Capital Banking Solutions is being recognized as one of the most powerful Financial Technology Providers. Capital Banking Solutions also provides a full portfolio of best of breed products to bolster key banking functions such as Wealth Management, Compliance and Risk management, and Digital Banking. -
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Meniga
Meniga
Our solutions make digital banking personal. Our award-winning digital banking platform helps to lead financial institutions to utilize data to meaningfully engage with their customers and develop new revenue streams. Through our market-leading consolidation, merchant mapping, and categorization technology, your bank gains valuable insights into the financial health and habits of your customers, while they too benefit from the automatic sorting of their transactions. Consolidate, enrich and optimize personal finance data for digital channel innovation. Discover new patterns and high-potential customer segments with audiences. Provide customers with access to their bank accounts and credit cards from other banks. Our digital banking APIs enable your bank to deliver innovative, engaging, and gamified banking solutions to your customers. Build long-term customer loyalty by providing a proactive and personalized financial coach.Starting Price: Free -
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ANALEC InsightsCRM
ANALEC
ANALEC InsightsCRM is a domain-specific customer relationship management platform built for the capital markets industry. Designed for banking, asset management, trading, and private equity firms, it helps eliminate information silos, improve collaboration, and drive profitable client relationships. The platform delivers intuitive workflows and superior UI/UX that boost adoption and reduce manual tasks by up to 65%. With seamless third-party integrations and customizable modules, it adapts effortlessly to complex financial workflows. InsightsCRM empowers users with real-time intelligence to enhance deal management, client engagement, and post-investment monitoring. Trusted by global financial institutions, ANALEC enables firms to operate with greater transparency, speed, and data-driven precision. -
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CREALOGIX Digital Hub
CREALOGIX
CREALOGIX Digital Hub is a scalable, integrated digital banking engagement platform. It enables banks and wealth management firms to deliver on their growth strategies and meet the increasingly digital demands of their customers. Accelerate your digital transformation with our suite of solutions for digital banking and financial services. Propel your digitalization forward with a modular SaaS solution that brings you closer to your customers with an enhanced, personalized digital experience. Next-generation customer interactions for financial institutions with a personal, intelligent and engaging communication across all channels. Increase your efficiency with an easy-to-use portal that delivers fully compliant digital processing of funding throughout the entire lifecycle from the application, right through to review and payment. -
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MeridianLink Engage
MeridianLink
MeridianLink® Engage is our marketing automation solution with a direct integration to MeridianLink loan origination and deposit account opening software. It empowers institutions to launch highly targeted, compliant, and personalized campaigns across email, SMS, digital banking, and direct mail. By leveraging real-time customer data and advanced segmentation, MeridianLink Engage can drive deeper relationships, higher conversions, and stronger retention—all through a simple, efficient campaign builder made for the speed and complexity of modern financial marketing. Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more. -
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Omnibanca
Corporacion Consultec
Omnibanca is a product that accelerates digital transformation. In addition to providing traditional digital channels, web banking and mobile banking, it also provides any digital channel; wacht, IOT, on boarding, credit origination, product sales. It is omnichannel, central client. It has the ability to integrate with all legacy systems, it contains a powerful api manager, multi language, currency and company. Streamline the adaptation of your financial institution to new technologies with Omnibanca. We consolidate in a single product functionalities of core systems and new fintech capabilities. Omnibanca connects all channels with back-end applications, facilitating access to all services and unifying the data of your customers.Starting Price: $69,999 per feature -
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ION's Core Banking solution offers an integrated platform that encompasses the essential operations of banks across all business lines. It provides innovative technological solutions to support banks and financial institutions in the digital transformation of their business models, enabling efficient management with high standardization on the back end and customization on the front end. The solution includes services such as Business Process as a Service (BPaaS), RegTech consulting and solutions for comprehensive regulatory compliance management, vertical software solutions for specific functional sectors, system integration between IT systems, services, and software, as well as application maintenance of proprietary and third-party solutions. Additionally, it offers management of all components of the IT infrastructure, business continuity and disaster recovery, and hybrid cloud service orchestration.
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Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
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Q2
Q2 Software
Flexible, tailored, valuable commercial banking. Power the success of your commercial clients with tailored financial experiences for businesses of every size. Your commercial account holders have unique and often complex needs. Provide digital banking experiences that fit their size, vertical, and expectations. Understand their challenges, meet their requirements, and become an indispensable resource to your most important clients. With the right partner, you can do this. Legacy tech treats all businesses the same and provides clunky, counter-productive interfaces. It’s time for something better. Cash management for your largest commercial clients can be very complex. Legacy tech creates additional complications, with rigid workflows and cumbersome features that don’t consider user experience. Our commercial banking platform changes all that, providing a robust and sophisticated, yet simple, solution for every user and task, no matter how unique or complex.Starting Price: $1 per month -
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Financial Cloud
Financial Cloud
Financial Cloud is the ultimate Financial CRM platform for managing exceptional customers experiences. We are on a mission to redefine the way companies with financial connections to consumers provide customer experiences, striving not only for increased efficiency, but also offering enjoyable and supportive services. Whether a customer, a call center agent, or even the CEO of a bank we are committed to making the experience for everyone involved is more positive, helpful and impactful. -
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TCS BaNCS
Tata Consultancy Services
TCS BaNCS Digital is an enterprise wide solution that enables your bank customers the flexibility and convenience of managing their finances anywhere. The easily deployable and scalable solution caters to retail and corporate banking (focused on small and medium businesses (SMBs)), securities trading and wealth management. TCS BaNCS Digital includes a host of consumer and enterprise apps, coupled with social media and real-time analytics. The solution is based on a hybrid architecture and responsive web design. To support specific needs of financial institutions in its digital transformation, -
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Bankingly
Bankingly
Bankingly is a SaaS cloud-based platform for financial institutions, enabling seamless digital banking solutions. Its integrated suite includes web and mobile banking, conversational banking, digital onboarding, loan origination, and fraud prevention. With a flexible pricing model based on active users, Bankingly enables institutions to boost revenues, streamline costs, and deliver exceptional experiences within weeks. Trusted by 120+ institutions all over the world. Bankingly targets financial institutions, banks, credit unions, and Coops throughout Latin America, Africa, and Asia that want to offer digital banking solutions to their customers.Starting Price: 1000 -
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360 View CRM
inBusiness Services
Demonstrating that you can understand — and meet — customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience. As the demand for personalized service continues to increase, banks must harness their customer data to meet that demand. One of the best ways to communicate to your customers that you know them and understand their needs is to recommend the right products at the right time. To grow, banks need a place where every customer touchpoint is logged in real-time. You need the ability to scale personalized outreach throughout the customer life cycle. Promote customer retention and grow relationships through targeted marketing communications. Tailoring interactions communications to each customer’s specific profile is vital to retaining and growing those relationships. -
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Wealth Reader
Wealth Reader
One API, all banks. Wealth Reader is a world-leading data provider to help you cut costs, onboard and convert more customers. Our differentiator is global coverage and data quality. We are the data provider for banks, fund managers and fintech startups.Starting Price: $2000/month -
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Behavia
Scorto
Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows. -
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Uptiq
Uptiq
Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement. -
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Finacle
EdgeVerve
Finacle is the industry-leading digital banking solution suite from EdgeVerve Systems, a wholly owned product subsidiary of Infosys. Finacle helps traditional and emerging financial institutions drive truly digital transformation to achieve frictionless customer experiences, larger ecosystem play, insights–driven interactions and ubiquitous automation. Today, banks in over 100 countries rely on Finacle to service more than a billion consumers and 1.3 billion accounts. To deliver solutions built on Better Technology, so that banks can unlock new possibilities and enrich the financial lives of their customers. To help banks Engage Better with their customers, employees, and partners so that they can drive purposeful growth. To empower banks to Innovate Better, to create new value, and be more competitive. To unlock ways to Operate Better, so that banks can reduce costs and be more sustainable.Starting Price: $500000 one-time payment -
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Sybrin Apex
Sybrin
The Sybrin Digital Banking Operating System is a highly customizable multi-experience digital banking operating system that can be deployed on top of any core banking system. The Sybrin Digital Branch solution will transform your sites into the digital experience of tomorrow by creating the best possible in-branch customer experience. The Sybrin Account Opening solution empowers banks to speed up their onboarding process by creating an omnichannel experience that is seamless, personable, and exceeds the expectations of the bank’s customers. Sybrin’s Payments Hub is a modern, unified, processing platform used to orchestrate high care, mass, and real-time payments seamlessly. Sybrin Business Banking is designed for corporate and commercial banking institutions driven by innovation, the desire to excel, and a customer-centric focus to achieve differentiated loyalty. The Sybrin Intelligent KYC and AML offering is a complete solution for onboarding customers. -
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Zafin
Zafin Labs
Zafin’s easy-to-use configuration interface allows banks to deploy bespoke products, offers, packages and experiences without touching underlying code. Our enterprise-wide solution allows product managers to define and deliver product, pricing and offer strategies that are market-responsive and customer-centric. Zafin’s strategy for re-architecting a bank’s tech stacks seems simple: creating a separate layer, externalized from the core, for product and pricing. Yet our impact on banks’ go-to-market capabilities is profound. Zafin’s easy-to-use configuration interface allows banks to deploy bespoke products, offers, packages and experiences without touching underlying code. New configurations are simple business processes, designed and tested without tapping IT resources. -
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FinTP
Allevo
FinTP for banks connects back-office, core banking or other internal bank systems with external networks, market infrastructures or distribution channels. It ensures STP (straight through processing) and integration between these proprietary and usually non-interoperable applications. The core functions are flow automation, processing various types of message types, validation, reconciliation, resilience, persistence. It then offers a rich set of business and technical functionalities, aimed to accommodate needs of bank operators, regulatory requirements, audit policies or end customers. FinTP performs routing and processing of messages between financial institutions, achieving cross industry interoperability. FinTP helps business customers consolidate their financial and treasury operations. It also helps retail chains reconcile and settle available stock with registered sales. The main role of FinTP is to achieve automation of business, operational or technical flows. -
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Aspekt Microfinance Software
Aspekt
Adaptable software solution that provides efficiency in business processes, risks mitigation and operational control. With our niche industry experience, we help Financial Institutions gain upper hand by delivering operational transformation and leading to the future of the digital era. Innovative, digital ways of operating and that is certainly a competitive advantage that brings to banking institutions with the vast improvement of the efficiency of the customer service processes. With the streamlined product management and the introduction of new products, banks can easily influence customer behavior, covering credit lines, card accounts, deposits, and savings accounts. Supporting online banking services and providing Client cash management, new payment digital channels, are some of the most important features that end customers are interested in. With added user-friendly enhancements and value-added services, end-customer satisfaction is inevitable. -
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Portfolio+
Portfolio+
Join Portfolio+, an ecosystem that connects customers with financial service providers for a personalized banking experience. Our consumer-directed banking platform and robust APIs provide bespoke financial services while safeguarding customer privacy. Secure and industry-proven financial software solutions. Let us help you drive business for tech-savvy, hyper-connected financial institutions. Our open banking ecosystem empowers customers as well as monetizes products of financial service providers. Our core banking platform ensures clockwork efficiency in transactions across the banking in Canada. We support our clients with training and consulting services for finance professionals to capitalize on fintech. Portfolio+ is at the forefront of the open banking movement in Canada and has been providing core banking services for 30+ years. Our team of finance and technology professionals develops innovative financial products and services. -
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Co.tribute
Co.tribute
Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information. -
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audius:Finance
audius
audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers. -
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FIS Integrated Banking Solution (IBS) is a flexible, open core banking platform designed to support modern financial institutions. It enables banks to manage banking activity seamlessly across all channels, including mobile, branch, ATM, and digital touchpoints. Built on the scalable FIS platform, IBS helps institutions make data-informed decisions and accelerate product innovation. The solution reduces complexity, cost, and risk associated with third-party integrations and new product launches. IBS supports deeper customer engagement by providing a complete view of the customer lifecycle. Its open banking architecture allows banks to quickly build and deploy next-generation financial products. Designed for growth, FIS IBS scales alongside institutions as they expand organically or through acquisition.
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Salentica
SS&C Salentica
Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available. Salentica helps improve activations, create better campaigns, and optimize outreach. Through more focused targeting, better segmentation, discovering personalized content opportunities, and holistic customer views. It isn’t always easy to know if you are saying the right things to the right client. But now, it’s possible to answer their questions with more validity and in a more informed way. Our workflow automation allows your CRM to do the work for you. Expedite menial tasks to reduce error and free up your employees' time to focus on work only humans can handle. -
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Finastra Essence
Finastra
Finastra Essence is a next-generation core banking solution built to help banks deliver superior customer engagement and achieve operational efficiency. Cloud-first and digitally enabled, it supports retail, commercial, and Islamic banking with a modular architecture for rapid development and 24/7 operation. The platform provides hyper-personalized experiences through seamless omnichannel onboarding and persona-driven applications. Integrated analytics powered by AI give banks a 360-degree view of customers, enabling real-time insights and performance tracking. With extensive open API support, Finastra Essence fosters innovation by connecting banks to a flexible ecosystem of services. Deployed on Microsoft Azure, it combines scalability, security, and flexibility to help financial institutions compete and grow. -
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Bricknode Broker
Bricknode
Compose your own digital financial institution by assembling it on our core platform. Use Bricknode Core with its API as a framework to build your own financial business. Bricknode has developed a scalable, fully cloud-based platform that can be likened to the plumbing, or the infrastructure, of financial operations. Our vision is to be able to help both established financial institutions and startups to digitalize their business and enabling them to focus on creating value for their customers without having to think about what is beneath the hood. Everything is completely cloud-based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous specialized add-ons to help you automate your back-office operations.Starting Price: $165 per month -
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INFINIT
INFINIT
Vertical banking services for SMEs, with AI-powered business tools. A comprehensive platform seamlessly integrating vertical banking and business functionalities with an intelligent operating system, leveraging AI and industry expertise. We only serve specific industries to offer the best financial and business tools that adapt to your real needs. Our solutions rigorously adhere to both regulatory and industry standards. Equipped with the latest anti-fraud technologies in order to guarantee our customer identification. End-to-end compliant with GDPR and anti-money laundering regulations. INFINIT is a global banking app revolutionizing several industries. Born in Europe, we are now operating all around the globe. Our innovative solutions streamline traditional practices and enhance growth and simplicity for business owners worldwide. An operating platform to simplify the running of your business for you and your team.Starting Price: Free -
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Dais eBank.net
Dais Software
eBank.net offers full scope of business features, rich UX, security and regulatory compliance. Major CEE financial institutions, including 4 of the top 6 banks in Bulgaria use company’s core solution eBank.net to provide millions of individuals and business clients with feature-rich and reliable digital banking services. Dais Software is the leader in software solutions for Digital Channels for Banking and Finance industry on the local market with 20+ years real-world experience in delivering mission-critical large-scale online banking solutions. -
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Lynq by Agent IQ
Agent IQ
Agent IQ’s Lynq is an AI-powered relationship banking platform that helps financial institutions grow by deepening relationships beyond the branch. Lynq combines instant AI self-service with easy access to a dedicated banker, so account holders get fast answers and human help in one place. Features include asynchronous messaging, video chat, voice calling, co-browsing, and file exchange. AI assists staff with suggested replies, auto tagging, translation, and conversation summaries. Teams orchestrate outreach with role based routing, queues, SMS and push notifications, and proactive alerts. Leaders get analytics on topics, sentiment, and resolution times. Lynq integrates with digital banking providers and CRMs through APIs and webhooks. Security includes SOC 2, single tenant US hosting, and encryption in transit and at rest. Institutions tailor experiences for segments, branches, and lines of business. -
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ebankIT
ebankIT Omnichannel Digital Banking Platform
ebankIT enables banks and credit unions to deliver the same humanized, personalized, and accessible digital experience on mobile, web, and voice banking, as well as whatever future channel may come next. Enhanced with flexible and robust full omnichannel capabilities, ebankIT Digital Banking Platform offers a fast and seamless digital banking transformation. With extensive customization capacity and a continuous focus on human interactions, ebankIT future-proves the digital strategy of banks and credit unions, empowering them with a truly customer-first approach Our story ebankIT was founded in 2014, by an experienced team of fintech experts, who believe there was a better way for financial institutions to digitally engage with their customers and members. -
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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. -
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The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. nCino has supported hundreds of FIs on their modernization journeys by delivering a single platform for onboarding, origination, and account opening across multiple lines of business. Implementing the nCino Cloud Banking Platform modernizes the customer and internal stakeholder experience with automation and intelligence across commercial, small business and consumer banking, and home lending. nCino helps institutions provide a personalized digital experience over the course of end-to-end financial journeys for personal and business clients.
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Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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Universa
Smart Solution
Universa combines industry best practices and cutting-edge technology to create an all encompassing system for your Credit Union, Bank, Trust or other financial organization. It is built upon the tried and tested capabilities of seasoned and mature banking platforms, and combined with the best practices in the Industry as well as the newest advances in technology, it has evolved into a leading-edge browser-based all-encompassing system. Universa has a core set of features and is also flexible in customizing features to fit your particular needs. Universa supports third party interfaces such as Automated Teller Machines (ATM) and Point of Sale (POS) interfaces. Credit bureaus, insurance companies and other institutions are supported as well. Expand the reach of the traditional bank or credit union by extending into alternative delivery channels. New technologies can increase efficiency, reduce operational costs and improve services for the customer.
