Total Products under this Category: 853
Last updated: October 01, 2026
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Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Checkpoint, BBVA Payments API, Joist, and BBVA Customer API.
Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api)
Impact Insure is the next generation of risk insurance and back office software for the insurance sector. Whether you are a small MGA or a large Insurer, we have a solution which can be tailored further to meet all of your business needs.
Impact Lender is completely web based and is also an easy to use, advanced lender platform, which can be used off the shelf or tailored to meet your individual needs.
Time segmented retirement income planning and plan management tool used by financial advisors to help their retired or soon-to-retire clients. I am a financial advisor and a subscriber to the software.
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Planning software built with a clear understanding of how the strongest advisors grow their business. Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform will help you add value to your clients' lives. No commitment required. Income InSight quickly and easily shows the impact of different decisions within a client's financial plan. Answer your client’s most important questions and then draw them into a broader retirement income planning process. Core features: -Roth conversion strategies -Cash flow analysis -Multi-year Tax Map -Stress tests -Incorporate insurance products -Deep integration with Tax Clarity, Social Security Timing, and SmartRisk -Marketing tools, including a client-facing seminar, brochure, and direct mailer -Access to awesome support, industry expertise and training
IndiVideo personalizes video content by creating a video base with snippets of personal information. With IndiVideo, AE users can create place holders to change and personalize content such as the name of the person who receives the video, an image, or complete portions of animated content such as video sequences. IndiVideo ensures videos are unique experiences tailored to each individual recipient. Traditionally, AE users needed to create multiple video files to play personalized content. IndiVideo requires only one video file to play different personalized content depending on the person it is intended for. IndiVideo presents the final video experience on the user’s platform, be it a mobile phone, tablet or desktop computer. The result is light, fast and secure content as the video file containing personal information is not stored during the process.
The INETCO Analytics on-demand banking and customer analytics platform provides game-changing knowledge of where, when and how customers interact with financial institutions, payment service providers and retailers. Whether you are tracking card performance across all banking channels, detecting transaction anomalies, or trying to gain a deeper understanding of customer behavior and channel profitability, it is time to make data access the focus of your analytics strategy. With on-demand access to continuously streamed transaction data and business insights, you can now make timely decisions that will have a positive impact on profitability and the end customer experience – across all self-service banking channels, payment processing and card service provider environments.
Designed for banking and payments environments, INETCO Insight is an independent operations intelligence platform that provides real-time transaction monitoring and data streaming for: - Payments security, compliance, and payment fraud detection and prevention - Real-time payments monitoring and network performance monitoring - Omni-channel, customer and self-service channel analytics (ATM, POS, Mobile, Cards, Internet Banking, etc.) - Cash forecasting and dispute resolution - Credit and Debit Card program management
Infor CBS is an integrated system that combines enterprise relationship pricing, consolidated billing, and deal management. With Infor CBS, institutions can serve customers of any size or complexity. As a bank or financial institution, your choice of enterprise pricing and billing solution can significantly impact your success. Purpose-built for commercial banks, Infor’s software drives service revenue growth.
inncivio is an AI-powered education platform designed for business training, offering personalized learning content to upskill teams. The platform is built with powerful features expected to revolutionize corporate training, enhance innovation, and make learning a shared adventure. One of inncivio's main offerings is creating unique bite-sized curriculums with the help of AI, and these curriculums are typically based on the company's content. We are filling the gap between Google/ChatGPT and speaking to a coach/expert, providing a comprehensive business training platform. It also fosters an engaging learning environment through gamified learning, allowing team members to enjoy the learning process. Furthermore, inncivio provides a dynamic content feed section that offers integrated access to news, team updates, and achievements, which could potentially drive team performance and employee engagement. It seeks to tackle common business challenges, such as irrelevant learning content, a strong learning barrier, and low engagement, by offering custom learning solutions and personalized learning experiences. Lastly, inncivio values the idea of keeping company identity and uniqueness, with the belief that all learning materials created will be exclusive and unique to each business and their team members' needs and pain points. Features include: - Personalized learning curriculums - Exclusive content creation - Gamification for user engagement - Dynamic content feed section - Integrated access to updates - Addresses unique business challenges - Preserves company identity - Utilizes company's own content - Enhancement of team skills - Driving team performance - Innovation in business education - Supports unique team needs - Equipped for shared learning - Promotes learning as adventure - News and achievements updates - Platform for enterprise learning - Educational solution for SMBs - Aids in skills development - Promotes business uniqueness - Content related to pain-points - Self-paced learning - Chat functionality with an AI advisor, character.AI like Use case examples: - You just hired a team and wish to onboard them in a scalable, engaging, and personalized way. You use inncivio to create onboarding skills. - You are an employee of a company and wish to learn a new skill to succeed in a new task. You use inncivio to learn about this topic, such as financial forecasting for an e-commerce business. - You get promoted or wish to get promoted. Your new job expectations increase, and you need to upskill yourself. You create a skill on project management. - You start a new job or wish to nail an interview. You create skills related to this new job. - You wish to learn about a new topic. You use inncivio. - You will join a workshop for which you wish to prepare in advance. You create an inncivio skill related to the workshop's topic. inncivio’s interactive learning platform, with its comprehensive knowledge libraries, created on the go using AI, and advanced complementarity to learning management systems (LMS), ensures continuous learning and effective employee upskilling. Training gamification and a focus on personalized learning make it a standout choice for corporate training and employee development. Pricing: Free + from USD 49/month
In addition to providing the most robust recordkeeping and reporting systems available, Innovest also has a large, experienced and dedicated team that can provide full support as well as a la carte services. Dozens of organizations across the country, from community banks to national organizations, empower Innovest to manage these services for their clients.
Make your foreign patent filing effortless with inovia from RWS. Request one-click cost estimates, file into multiple countries with a single instruction, place and track orders on our online platform inovia, the IP industry’s most powerful foreign filing platform. inovia reduces both the cost and complexity of PCT National Phase Entry, European Validation and Direct Filing. inovia is a cost-effective, highly-efficient and free to access, platform that allows you to execute your foreign filing flawlessly and significantly reduce the administrative burden, complexity and costs of your foreign filing. RWS offers the highest-quality patent translations, a seamless global patent filing experience and a wide range of cutting-edge intellectual property (IP) search services. We serve a global client base including industry, law firms, licensing organizations and technology transfer offices. Our in-house search and translation teams, supported by an extensive network of over 7,500 specialized translators and 40,000 researchers, provide powerful solutions to assist with strategic decision-making across the entire IP life cycle.
InsiderQ is a Structured Digital Database (SDD) software designed to help organizations manage UPSI, record information-sharing activities and maintain structured compliance records. InsiderQ is developed as per Regulation 3(5) of SEBI Prohibition of Insider Trading Regulations, 2015.
Instant Prescreen is an online, real-time prescreening solution that enables credit grantors to instantly pre-approve customers for credit products at the point of contact. This service integrates seamlessly into various customer interaction channels, including websites, inbound and outbound calls, and in-person engagements at branches or retail locations. By incorporating the approval process into every consumer interaction, lenders can present firm credit offers when customers are most engaged and likely to respond positively. Key Features and Functionality: - Instant Preapproval: Utilizing Experian's decisioning platforms, such as PowerCurve® or Ascend Marketing®, lenders can input consumer information and receive immediate responses. If the prospect meets the predefined criteria, the system indicates approval, allowing for instant credit offers at the point of contact. - Highly Configurable: Lenders can select from a variety of models and attributes, including Experian's predictive Premier Attributes™, to tailor credit decisions and product offerings to their specific requirements. - Point-of-Contact Engagement: The preapproval process is executed within seconds during customer interactions, whether online, over the phone, or in person, ensuring a seamless experience. Primary Value and User Benefits: Instant Prescreen addresses the need for timely and relevant credit offers by enabling lenders to: - Increase New Loan and Cross-Sell Opportunities: By providing real-time preapprovals, lenders can expand their customer base and enhance the number of products per customer. - Enhance Offer Acceptance Rates: Presenting preapproved credit offers during active customer engagement leads to higher acceptance rates and a more efficient approval process. - Reduce Operational Costs: The automated nature of Instant Prescreen lowers the cost per account booked and ensures that all qualified customers receive offers without additional manual intervention. By integrating Instant Prescreen into their operations, lenders can effectively broaden and deepen consumer relationships, offering timely and personalized credit solutions that meet the evolving needs of their customers.
Enfusion automates and simplifies investment management on a single platform by providing the only cloud-based, fully integrated front-to-back office solution on the market
Intellectus Statistics features are well-aligned so students learn statisticsand have a statistics software package, it also doubles as a statistics tutor and report writer.
