With a background in financial planning and a passion for creating systems that help people make better choices, Craig realized there were large amounts of best practices during the financial sales process that would be better delivered through interactive self-help solutions, helping to save time and reduce errors. Many problems are not well solved using simply if-then rules, so Synaptio was founded to offer intuitive to learn solutions that use a range of knowledge represent techniques, and more resemble how a human expert actually solves problems.
Capital Banking Solutions provides a suite of integrated and modular products for retail, corporate and private banks, credit unions and financial institutions. We offer implementation services, from consultancy to design, development, quality assurance, training, integration and support. We... Read More
Investment Accounting & Reporting Made to Order
VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, DashBoards and Custom Software solutions as well as Outsourced IT, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the Financial Services...