The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
Since 2001, MCT has grown from a mortgage pipeline hedging specialist into a fully-integrated provider of capital markets services and technology. From award-winning secondary marketing software to best-in-class advisory services, mortgage bankers of every size can reach new heights by...
Brightflow AI is an eCommerce financial intelligence platform enabling businesses to make data-backed decisions, take control of cash flow, and unlock more capital with forecasting and financing tools.
BIRT Designers: Powerful Report Development Software to Build Information Applications that Deliver Personalized Business Insights for End User Reporting
Founded and co-led by Actuate, open source Eclipse BIRT Designer is used by over 3 million software developers. BIRT Designers epitomizes the ideal report...
Learn more about BIRT Designers
Many of our staff have significant financial services expertise and are former employees from transfer agents, banks, fund companies and other large financial services companies. We understand the processes, terminology and issues facing financial services companies today. Our industry...
Redi2’s Revenue Manager™ manages the fee billing process, including client setup, multi-currency fee, and accrual calculations, revenue reconciliation and invoicing. This assists our clients in streamlining their billing process. Revenue Manager features a state of the art technology,...
AllianceTek has developed an Electronic Medical Record (EMR) framework for healthcare organizations that allows for easy, secure, accessible, and reliable storage, retrieval, and modification of patient medical records and information. As a strategic technology partner dedicated to fueling...
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the...
ForeSight®: ForeSight® aligns illustrations with the way insurance and retirement solutions are sold. ForeSight is an intuitive and responsive point-of-sale insurance illustration software solution that supports key aspects of the sales process for multiple lines of business and product types across diverse...
Learn more about ForeSight®
Stone Bond Technologies leads the way in Data Virtualization through products like Enterprise Enabler. We make an enterprise’s data agile providing new capabilities and insights to the whole organization from the data scientists to the front-line business users. Stone Bond’s customers have...
Full category access to all 47 companies in this category is only available to professionals who provide their work email.