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Software used to manage relations with current and potential customers of financial institutions and advisors. - Capture and centralize client financial data, conversations, and interactions - Share internal and client-specific reports across the team and company - Leverage client data to select and nurture relationships with advisors - Use tools for sales and outreach, analytics and workflow automation
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Simplify your company's spend Digital end-to-end spend management solution. A company credit line with locally-issued corporate cards, and financing solutions, within a software platform. Empower your workforce while keeping your spend controlled Real-time visibility of your credit line and its use by team, location and employee Employee spend controlled with our advanced configuration features: manage activity period, usage days, ATM withdrawal limits and, restrict expenses by category Define user roles with different levels of permissions Multi-entity user management for enterprises and holdings Complete control through our web platform and mobile app Scale your organization with our working capital solution Free up the finance team consolidating all spending via our flexible card solution: Virtual Cards, Clara Business Card and Clara Business Black / World Elite Card.
Financial Services Creatio is a unified solution for FinServ digital workflows that enables banks and other FinServ companies to set a new benchmark for their customer service and operational excellence. Financial Services Creatio offers a comprehensive workflow automation toolkit, out-of-the-box FinServ workflows and user workspaces, AI/ML decisioning tools, 360-degree analytics and reporting, and many more. For maximum freedom of ownership, the Creatio platform features a rich no-code toolset that enables business users and application developers to easily create new digital workflows, FinServ applications, data analytics dashboards, AI/ML-powered predictive models, etc.
KloudFins a Kloudrac Product is a complete mobile app-based loan origination software solution. Organizations are constantly looking to make digital loan processing easier but they face multitudes of challenges that affect the customer servicing aspect. KloudFins’s Loan Origination Systems have sophisticated functionalities that make the app simple, informative and fast to process the loan. Go paperless and eliminate the hassles of manual loan processing with KloudFins. Our team of developers and coders have domain expertise to configure our product for NBFCs, Housing Finance, Loan Against Property(LAP), Business Loan and Auto Loan Origination.
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Con la tarjeta de gastos empresariales de Edenred, administra fácilmente todas las compras de tu empresa mejorando el control, deducción y la comprobación a través de nuestra plataforma web innovadora e intuitiva. Los procesos de comprobación, deducción y contabilización para el control de gastos de tu empresa. En tiempo real los gastos de tus colaboradores a través de la plataforma web y app móvil. Tiempo y recursos, recopilando y validando facturas de manera automática ante el SAT.
Fragmented data can slow IR teams and create inefficiencies. Irwin’s software solutions streamline investor relations by connecting people, data, and insights in one platform. Whether it's finding new investors, analyzing shareholder activity, or tracking meetings and events, Irwin centralizes your data and makes it easy to manage your priorities. With proactive insights and automation features built-in, our CRM helps reduce time spent on repetitive and manual tasks, allowing you to focus on what matters most—building relationships.
At FINQY, we're driven with a vision to ease access to financial products for your customers. We're a trusted financial distribution platform and business partner for thousands of DSA and financial agents. We offer proprietary technology, training and customer support to accelerate your business growth in the financial services domain. We enable our partners to sell better by offering various decisioning and recommendation tools in addition to personalized marketing tools.
Nova builds financial infrastructure for private markets. Eliminate paperwork, streamline compliance, and impress customers on Nova’s platform. We bring together everything required to build the next generation of financial services. With Nova, firms of all sizes transition legacy tech and outdated experiences to seamless transacting on the Nova Network. Workflows: bring your paperwork online. Save time with conditional steps, retry workflows, and collaborative dashboards built around your process. Forget electronic PDFs. Your digital webform only asks for relevant information, and can be pre-filled before your customer starts the process. Compliance: optimize your compliance process and scale with confidence. Integrate with service providers to gather information for KYC/AML checks. Delight customers and allow them to upload documents securely and accurately. Data room: a customized data room experience that immediately elevates the investor/customer experience.
Dakota Marketplace is an institutional investor database divided into two broad categories. Institutional accounts and contacts with account descriptions and 75+ investment preferences across over 10 channels. The other component is Marketplace Intelligence data. This is comprised of our value-added content including searches, public plan minutes, manager presentations, 13F holdings, investment holdings and fee studies. Accessible data includes: - 10,000+ accounts - 33,000+ contacts - 190+ metro areas across the US - Public plan minutes - 500+ institutional searches - 31,000+ public pension investments - 1,500+ field consultants tagged to 200+ consulting firms - 13F data - Form 550 data