Software de servicios financieros
Utiliza la página Capterra de España para encontrar el mejor Software de servicios financieros para tu empresa.
Filtrar resultados (39)
Valoración del producto
- En la nube, SaaS, web (25)
- Instalado: Windows (3)
- Móvil: nativo de Android (1)
- Móvil: nativo de iOS (2)
- Análisis (17)
- Gestión de canales (7)
- Gestión de impuestos (6)
- Gestión de la conformidad (15)
- Gestión de riesgos (15)
- Gestión de tesorería (6)
- Gestión del rendimiento (16)
- Optimización de sucursales (8)
- Participación del cliente (15)
- Previsión (6)
La herramienta de planificación y previsión financiera de Accountagility permite la automatización integral de todas las actividades de planificación sin acaparar tus valiosos recursos. Con un análisis exhaustivo detallado, creación de informes y un potente motor de pautas de negocios a tu alcance. Descubre más sobre ORYX Plan ORYX Plan es una herramienta de planificación y previsión financiera que forma parte de un conjunto integrado de Accountagility que reduce los costes operativos. Descubre más sobre ORYX Plan
Powering thousands of clients and millions of calls. PhoneBurner's power dialer helps you reach 447% more customers per hour, without any additional software. Use our CRM to manage and sort prospects in efficient new ways, or integrate with Salesforce or your own CRM. Create custom dialer buttons to streamline workflow, instantly leave voicemails and send emails. Track email opens and attachment views. Call recording. Local ID. Call tracking and more. Cloud based platform. Descubre más sobre PhoneBurner Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales. Descubre más sobre PhoneBurner
Cloud Contact Center Software and API solutions to manage campaigns and live contacts. Ideal for multi-channel campaigns and customer care. Easy set up, customizable & supported by Ytel real life customer service 24/7. Analytics and reports come standard. Powerful CRM integration, ringless voicemail, voice broadcast and SMS including short code, toll-free and local numbers nationwide. HIghest quality connections and outcomes with Ytel. Descubre más sobre Ytel Cloud contact center and communication API solutions. Ideal for large scale multi-channel campaigns and customer care. Descubre más sobre Ytel
Coconut provides an enterprise appointment solutions for the financial services industry. Coconut is purpose build for appointment driven credit unions, retail banks and loan originators that schedule meetings across multiple locations and services. Coconut makes it it easy for customers to book meetings online, through a call center or in person at a branch location. Coconut integrates with a wide variety of email and calendar providers so booked meeting automatically sync. Descubre más sobre Financial Services Scheduling Coconut Software is an enterprise-grade appointment scheduling solution of appointment driven financial services institutions. Descubre más sobre Financial Services Scheduling
El software de gestión de contenidos empresariales OnBase combina la gestión integrada de documentos, la administración de procesos empresariales y la gestión de registros en una sola aplicación. Ya sea que se implemente como una solución hospedada o local, OnBase permite a las organizaciones automatizar los procesos comerciales y reducir el tiempo y el costo de realizar funciones comerciales importantes a través de la administración y del control del contenido. Solución de ECM que combina la gestión integrada de documentos, la administración de procesos empresariales y la gestión de registros.
Obsidian es un marco de gestión de inversionistas todo en uno con un historial comprobado que ayuda a los clientes financieros a digitalizar rápidamente las operaciones, reducir costos y mejorar los ciclos de ventas. Esta moderna interfaz permite a los clientes elegir entre 4 suites clave: Financia CRM, salas de datos, portales de inversores e inteligencia comercial, mientras te beneficias de las implementaciones más rápidas del mercado. La empresa brinda la mejor seguridad cibernética en su clase y cifrado de nivel bancario. Únete a más de 10 000 usuarios felices de Obsidian y transforma tus operaciones. Obsidian Suite es el único marco de trabajo de gestión de inversionistas todo en uno. CRM financiero, salas de datos, portales de inversores e inteligencia comercial.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks. Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll. A SaaS payroll and leave app for Malaysian businesses.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, storage and security of regulated firms. Developed entirely in-house, the Archive securely captures and preserves over 50 data types, including email, IM, social media, Bloomberg and Thomson Reuters, storing them in a unified and private cloud repository with federated search capabilities. Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution.
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situation of the group holding and entities. With its comprehensive import/export module, CashPooler manages all types of files and formats and can communicate with banks with any protocol through the CashCom banking module. CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action. Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system. Manage your organization's financial accounting, reporting, procurement, revenue, inventory, and projects in a single system.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications. Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale.
Administra los pagos y las comunicaciones bancarias, los riesgos financieros, la participación del cliente y el incremento en las ventas con un software de gestión de tesorería. Administra los pagos y las comunicaciones bancarias, los riesgos financieros, la participación del cliente y el incremento en las ventas con un software de gestión de tesorería.
Looking to improve efficiency or effectiveness in your manufacturing, distribution, or retail services business? Sage 300cloud takes the complexity out of managing your business finances across borders, in multiple currencies and locations. Our solution can help prepare your business for growth, and you'll love how easy it is to manage your accounting, inventory, operations, distribution, and more. Sage 300cloud helps small and medium companies manage their business without the cost or complexity of traditional ERP software.
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehensive web-based software, Focus 9 is furnished with advanced tools enabling organizations across industries to optimize the critical business functions including human capital management, accounting and financial, enterprise performance management, supplier and customer relationship management. Enjoy superior data processing with Focus 9's pronghorn server
Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights. Integrated EPM package that helps financial services evaluate risk, maintain compliance, and gather customer insights.
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.
Software de servicios financieros y contabilidad para cooperativas de crédito, bancos y compañías de títulos. Software de servicios financieros y contabilidad para cooperativas de crédito, bancos y compañías de títulos.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch. AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
Payability is the financing software for Amazon and ecommerce sellers. They provide ecommerce businesses with automated access to daily cash flow and growth capital so they can avoid stockouts, keep up with consumer demand and take advantage of big opportunities. Since 2016, they've advanced over $1.5 Billion in accelerated marketplace payouts. Payability provides Amazon and ecommerce sellers with automated access to daily cash flow and growth capital.
Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool. Stay in compliance with AML regulations by analyzing and visualizing customer data with geographic data storage tool.
Manage end-to-end Software Test Life Cycle STLC with support for manual testing, test automation, automated defect tracking and real-time test metrics. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. With recent move to agile practices and the growing needs for continuous delivery, the testers jobs are no more limited to writing repetitive test cases, manual test execution, frequent regression testing, manual defect s Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.
Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services. Automation and analytics system with built-in cognitive computing that provides CIOs with insights for improving their services.
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more. Designed for small businesses, it is a digital solution that provides financial insights about customers, suppliers and more.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy! Simply upload your accounting data and get an overview of your current and forecasted cashflow. Recognize risks and optimization potentials early as they arise and get tips how to eliminate them. Make better decisions by easy and quick simulations simply without effort. Test our highly automated cash flow management software 14 days for free! The easiest way for businesses to plan and manage their cash flow actively. Cash flow planning has never been this easy!
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register) Regulatory and Matrix reporting for Bank of Italy
Modular internal control system that helps financial institutions to automate data source monitoring and data analysis. Modular internal control system that helps financial institutions to automate data source monitoring and data analysis.
Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment. Fintech platform with an AI chatbot that meets the needs of individuals in the field of personal finance and investment.
Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors. Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support. An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.