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 capabilities. Dynamo Software has been entrusted by over 400 limited and general partnerships worldwide, including private equity and venture capital firms, hedge funds, real estate investment firms, funds of funds, institutional investors, family offices, prime brokers, and fund administrators.
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.
Beacon Orbit-Financial Inclusion Business Correspondent Solution (Beacon Orbit-FIBC) is a first-of-its-kind solution custom-built for Co-operative Banks and uniquely conceptualized to act as bridge between the banking service and the common man at their place of work, fields and doorsteps.
PrecisionLender is modernizing commercial banking. Our sales and negotiation solution empowers bankers with actionable, in-the-moment insights and coaching, so they win better deals and build strong, more profitable relationships. Andi®, PrecisionLender'svirtual insights analyst, augments banker strengths and intelligence with the latest technology and data, delivering the best recommendations at exactly the right time. More than 10,000+ bankers at 200+ banks -ranging from $1B to $1T in assets -use our solution. Set your bank apart with PrecisionLender’sapplied banking insights. Visit http://www.precisionlender.comto learn more.
ACTion Deposit Account Opening is an omni-channel solution that automates the online and branch deposit workflow for personal checking and savings accounts as well as certificates of deposit and money market accounts. It fully integrates with ACTion’s industry-leading loan origination solution to give you a powerful platform to combine both deposit and cross-sell loan processes.
ATOM Syndications automates the activities associated with administering large commercial loan or lease portfolios syndicated to institutional investors. ATOM Syndications seamlessly links with existing servicing systems and provides integrated cash management, accounting and risk support for the entire syndicated deal life cycle.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.