Products in the Bank Systems & Technology Online Buyer's Guide

Access Auditor streamlines and automates the discovery, review, reporting, and alerting of user access rights with an easy-to-use web-based application. Forget the spreadsheets, and let Access Auditor simplify your user entitlement reviews. The Fuzzy ID discovers and links users from disparate... Read more »

Access Insight is the industry's first Access Intelligence solution designed to help organizations identify, quantify and manage risk — seeing not only where the risk resides, but the level of risk as well. Access Insight constantly analyzes IAM and other security data from access governance,... Read more »

The Access Manager makes user account provisioning fast and simple. SCC takes a unique approach to its Identity Management (IDM) suite, giving you the power, speed, and flexibility to ensure success. Traditional IDM tools require months of professional services and developer programming or... Read more »

In today's dynamic business environment, it's critical for organizations to protect themselves on all fronts — on-premise, mobile, cloud and virtual environments. Courion takes Access Risk Management to the next level, providing organizations with a comprehensive, best practices solution for... Read more »

Account reconciliations are a critical control for compliance and for accurate financial reporting. For many companies, the financial close process is an ongoing attempt to organize and track thousands of spreadsheets across many locations. Reconciling accounts is a manual, labor-intensive... Read more »

AccountCourier delivers rapid business impact through automated user provisioning more rapidly and with less risk than competing solutions. AccountCourier is based on a flexible, standards-based platform that leverages existing technology investments without forcing your organization to change... Read more »

Key Features: - Portfolio contribution and attribution - Compute returns in various currencies - Yield curve analysis Read more »

CoreCard's accounts receivable management solution was built to manage the most complex repayment options for manufacturers, distributors, retailers and finance companies. Some of its capabilities include deferred payments, revolving credit, extended payment terms, same as cash programs and... Read more »

ACH Dispute Xpress relieves the pain of dealing with unauthorized ACH Disputes for financial institutions and more importantly their customers/members. Instead of coming into a branch to fill out the required form, financial institutions can allow customers/members to securely access a... Read more »

ACH Universal allows you to easily create ACH transactions for: • Direct Deposit for employees • Collections from customers • Payments to vendors and governmental agencies • Consolidating funds between accounts in different banks Read more »

Terrace AEV is a handy desktop file editor for opening, viewing and editing AL3 files. ACORD AL3 files are organized in a multi-level dynamically formatted manner which makes editing and viewing cumbersome. AEV uses the ACORD AL3 standard to properly parse and segment this data in an easy to... Read more »

ACTICO Rules enables companies to decouple their business logic from applications and processes. Business users can change business logic whenever needed and independent of IT release cycles. The result: greater business agility, efficiency and traceability. Read more »

Active Data Exchange has been providing web-based calendaring, event marketing, event registration, and information broadcasting solutions since 1999. Our flagship product, Active Data Calendar, allows for events to be managed from initial marketing of the event, booking of facilities and... Read more »

Most salespeople know that every interaction with a contact can move them closer to a sale. When your contact reaches out to you, you need to know about all of the interactions that they’ve had with your company. Refresh your memory with incommand’s Activity Recorder feature. This captures... Read more »

We have a variety of tools to diagnose the current skills of sales professionals and sales leaders. The results can be used for developmental coaching, individual training, and to provide leadership with insights into the capabilities of their sales organization. Read more »

At Trendrating, we provides cutting-edge technology and advanced analytics designed to exploit performance dispersion. Trendrating proprietary AI-driven model offers a unique rating of trends where (A) and (B) indicate bull trends and (C) and (D) mark bear moves. We provide a unique edge where... Read more »

Take the Next Step in Currency Counters The Advantec 75 is breakthrough in currency counters. Built to standards usually reserved for aircraft components, it combines speed, precision, and versatility into one heavy-duty machine. Packed with cutting-edge features and tested in ultra-demanding... Read more »

Picture a platform for launching personalized applications that enable people to access the data they need, the way they need to see it, on their desktop, laptop, or mobile devices. That’s Advent Direct®, the platform that speeds development and delivery of intuitive solutions essential to your... Read more »

One source for all your data: Backed by over 20 years’ experience in solving data challenges, Advent Direct® Data Services is our next generation data platform providing a single source for data acquisition, normalization, and distribution. Securely receive and exchange data within your... Read more »

The first of many planned solutions leveraging the Advent Direct® platform, Advent Direct® Investor Management empowers client-facing teams to more effectively manage and grow relationships. By providing easy access to actionable information about portfolios, products, and people, Advent Direct®... Read more »

For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the entire enterprise—front, middle, and... Read more »

Business Insight from One Centralized Portal! Don't Go Looking for Data, Let Information Find You! Affinity creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business. Affinity also allows significant asset growth and profitability without... Read more »

Integrated, end-to-end commercial lending management begins here. Whether using AFSVision’s built-in Origination capabilities or our Post-Approval Workflow to import data from another origination system, you can easily capture and enter all data once to reduce your approval cycle, ensure data... Read more »

Manage commercial loan pricing with precise, timely, and affordable monthly benchmarks. In any type of economy, it all comes down to how you price your loans. Informed by the industry’s most comprehensive pricing trends database, the AFS Pricing Dashboard gives you a unique combination of... Read more »

Data to know, and grow, your business. One of the primary advantages of the AFSVision integrated lending platform is the comprehensive reporting and data extraction capabilities you get. AFSVision’s integrated reporting tools provide powerful insights into new business activity, customer... Read more »

Integrated, automated, processing for all loan servicing activities. AFSVision facilitates integration to other systems, giving your customers access to account information, transactions, and milestones related to credit requests at any point in the lending process. Automation of manual... Read more »

Digital Processing and Workflows for Complex Deals With AFSVision Syndications, deals are efficiently and automatically supported through the full syndication lifecycle, so that you can lead, structure, arrange, distribute, and administer your syndications business and provide the customer... Read more »

Regression testing without business disruption. Adopting new or upgrading existing commercial lending technology involves some risk as well as a significant amount of time and labor. And before finally “going live,” there’s testing, which can be particularly intensive, disruptive, and... Read more »

The Modern Digital Solution for Commercial Lending Transform your commercial lending portfolio with AFSVision, the fully integrated, digital, commercial lending solution that modernizes how you manage your entire commercial lending portfolio—all on one system. The agile solution for the 2020s... Read more »

Lay the groundwork to use all AFSVision has to offer. Training users is one of the major hurdles when implementing a new system. The learning curve can be steep and delay your return on investment. With AFS eLearning courseware, users can lay the groundwork in understanding all that AFSVision... Read more »

Streamline your process without sacrificing flexibility. Built-in automation of time-consuming administration tasks frees you up to work closer with clients and reach your business objectives while increasing revenue. We understand how vital it is for small business lenders to have the... Read more »

Agricultural cash flow and collateral analysis Standardized agricultural financial statements Detailed supporting schedules Projected cash flow statement In-depth performance ratio analysis User-defined scoring Detailed collateral valuation, inspection & field... Read more »

PortalGuard is a secure, central integration portal software that is suited to fit both on-premises and cloud-based environments. From secure single sign-on and self-service password reset to seamless integration and brandability. Features: Single Sign-On Self-Service Password... Read more »

Screen entities faster and more efficiently with continuously enriched AML and CFT data. Automate onboarding and monitoring KYC processes, and reduce false positives, by screening against the cleanest global coverage of Sanctions and Watchlists, PEPs and Adverse Media. Our configurable... Read more »

AML Transaction Monitoring Solution to automatically monitor customer transactions and screen suspicious financial activity. Better identify changes in behavior and be alerted to typical money laundering scenarios, with deeper insight into the risk patterns of all parties in the transaction.... Read more »

Dynamic creative optimization that's fit for finance​. Financial Services Marketers Are Facing Unique Hurdles In Adopting AI-Driven Automation​. Today’s consumers expect the companies they deal with to be “learning” about them, creating experiences that meet them in the moment. For financial... Read more »

Nolan provides services designed specifically to help insurers effectively adopt and manage analytic capabilities across the enterprise. These include: INSURANCE ANALYTICS ANALYTICS MATURITY MODEL REVIEW EFFECTIVELY APPLYING ANALYTIC CAPABILITIES ANALYTICS AS AN ENTERPRISE SERVICE Read more »

Key Features: - Automatically projects cash flows and valuations user chooses, enabling “what if” and side-by-side scenario analyses - Supports required fee structures at every level - Reconcile daily activity with custodians using reports that show matched and unmatched records for correction... Read more »

The Elements™ of a Comprehensive Compliance Automation Platform. Our compliance platform takes you to the site. Our automated supervisory and compliance service utilizes deep-scan technology to search email, email attachments, instant messages, Bloomberg Mail, and social media posts for your... Read more »

-Quickly customizable software to address your institution’s unique requirements -Configure alert tolerances based on transactions -Automatic analysis of transaction patterns, accounts and client portfolios -Behavioral profiling of transaction activity -Generates an extensive library of reports... Read more »

Embed yourself in the customer’s world. Instead of customers interacting with their ERP systems and the bank’s channels separately, Clayfin's Corporate Banking APIs handle banking directly from the ERP. These secure APIs can be integrated within the corporate ERP system to fetch balances,... Read more »

Nastel AutoPilot M6 provides 360 degree situational awareness™ across both the distributed and mainframe tiers. It can improve the performance of your applications, help squeeze the stealth waste out of your business processes and prevent problems before they put you out of business. The... Read more »

APSecure Loan Check printing Software interfaces with your back-end loan processing application to streamline loan servicing disbursements and enhance overall fraud control. APSecure offers functionality to print on-demand checks or batches of checks at branch offices or at a single location,... Read more »

APSecure Wealth Management Check Printing Software interfaces with your core wealth system to streamline disbursement of wealth portfolio checks for High Net Worth Individuals (HNWIs) and small business owner clients, while enhancing overall fraud control. APSecure offers functionlity to... Read more »

Streamline the process of official check printing at branch locations while enhancing overall fraud control, with APSecure Branch Official Check Printing Software. This innovative web-based solution offers official check-printing functionality - enabling on-demand check requests, check-approval... Read more »

Partners, affiliates, and clients of financial institutions(FI), such as title & escrow, law offices and insurance, can print official checks onsite with print-process management centralized at your financial institution with APSecure Remote Official Check Printing Software. This web-based... Read more »

Email Archiving and Journaling Hosted Email Archiving utilizes industry standard journaling technology. All incoming, outgoing, and internal emails are instantly captured and securely delivered. Social Media Archiving and Journaling Erado’s Social Media Archiving service captures wall... Read more »

The premier provider of collection and recovery automation for financial institutions. Over 900 clients nationwide, twenty two years of experience, our scalable client configurable COLLECTION AND ASSET RECOVERY MANAGER – PROFESSIONAL offers pay-by-phone, integrates with SoundBite (voice... Read more »

Ascent Recon is a first in industry readily configurable real-time, powerful reconciliation solution which provides an end-to-end enterprise-wide scalable solution to manage reconciliation and handle exceptions for complex business processes. Read more »

Our Enterprise business continuity Solution software is a uniquely comprehensive solution that will enable your enterprise to meet its Business Continuity Management objectives – efficiently, effectively and consistently Read more »