Banks of all types (retail, business, corporate, or investment) need banking software to manage funds, financial transactions, and interactions with their customers. This type of software helps banks provide better services, and comply with laws and regulations specific to their industries. Some banking solutions also offer features such as financial marketing to attract and retain customers, or tools that customers can use to manage their personal finances. Banking software can improve customer experience by providing portals or mobile apps for account management and transactions. Managers can use banking software to determine which services are profitable, to track customer satisfaction, and monitor cash flows.
Integration with back office software, such as accounting or human resources, is provided by most solutions. For advances financial analytics, integration with business intelligence and data management solutions is also provided by most vendors.
To qualify for inclusion in the Banking category, a product must:
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Dynamo Software has been a premier, industry-specific provider of investment management and online reporting software for alternative assets fund managers and alternative asset allocators since 1998. The Dynamo™ platform is a Cloud-based solution dedicated to improving the productivity of fundraising, investor relations, due diligence, investment research, portfolio analysis, and investor relations teams through intelligent automation for critical data management processes and advanced reporting
MX is a SaaS company that enables banks, credit unions, and developers to grow faster, reduce costs, and deliver exceptional experiences, by leveraging the power of clean data. MX offers a next-generation personal finance management app, a mobile banking app, analytics & marketing tools, data aggregation, and instant account verification. All of these start with clean transaction and wealth data, available both through the apps and/or through our set of APIs.
Validis provides a quick, easy, and secure way for small businesses to share their financial data with accounting firms and financial institutions. Our unique, cloud-based technology collects financial data from a business’s online or offline accounting application and automatically assembles the data into a set of standardized reports in minutes. The reports are viewable in our online portal and seamlessly integrate into your existing technologies.