Parascript machine learning software helps commercial and retail banking organizations automate complex, costly and error-prone processes intended to combat fraud and support compliance such as Know Your Customer (KYC) and AML initiatives. As banks of all sizes expand their channels of... Read more »
Using state-of-the-art technology based on machine learning algorithms including deep learning, payments can be processed in seconds, providing immediate feedback to the customer. Since Parascript enables automation rates as high as 99%, banks can automatically verify payment amounts against... Read more »
RDM partners with financial institutions to offer web and mobile remote deposit capture, remittance processing, image cash letter, data management, as well as professional services to a wide variety of industries including brokerage firms, healthcare providers, property management, insurance,... Read more »
Boost customer satisfaction by processing payments without delays Avoid breaching financial and trade sanctions by transferring money with undesirable parties, with access to our comprehensive sanctions data, monitored in real-time. You can implement in just days with our industry-leading API,... Read more »
By Broadridge Financial Solutions, Inc.
PAYPORT™ is a comprehensive receivable solution designed specifically for the asset management industry that increases visibility and control and reduces cycle time and costs. PAYPORT™ improves your bottom line by automating paper intensive manual processes. Bonaire’s PAYPORT™ increases... Read more »
By Appligent Document Solutions
Appligent develops desktop and server-based software and plug-ins for PDF document imaging and PDF document management, including redaction and form-flattening, as well as PDF-specific server applications for forms, stamping, appending, encryption and digital signatures, all available across... Read more »
Finance professionals need business performance management software that allows them to measure individual business units, product lines, cost centers, employees and distribution channels. This can be challenging when business performance data for the general ledger, operations, customer... Read more »
By Eagle Investment Systems LLC
Understand trends. Deliver results. Stay agile and responsive to seemingly constant market, client and regulatory changes with help from Eagle’s innovative performance measurement solutions. With integrated workflows from data consolidation, return calculation, to analysis and reporting, the... Read more »
By VestServe
Key Features: - Many price sensitivity, yield, and return measures - Asset allocations and contribution returns broken out by country, currency, sector, sub-sector, asset type, portfolios or any desired group - Maintain GIPS compliance with return analytics including IRR, time weighted rate of... Read more »
The “Checks For Less” division of Bank-A-Count Corp has been producing personal checks for financial institutions since 1991. The “Checks For Less” program is the leader in price and customer service categories in the check printing industry. We are so confident in our program that a contract is... Read more »
By Clayfin
Clayfin’s Personal Finance Management (PFM) solution uses rules, algorithms and auto learning to help your customers set up budgets, save for specific goals, track and review spends, and get a complete understanding of funds. The PFM solution takes a cue from Clayfin’s modular approach to... Read more »
By eFront
Successful investment strategies start with superior benchmarking. Detailed, consistent, diverse and reliable, Pevara's benchmark data is compiled from a robust and unbiased sample of fund performance sourced from a global network of contributors providing actual cash flow information. Pevara is... Read more »
Now banks can easily enable email and mobile payments for consumers and small businesses, with CashEdge Inc.'s Popmoney service. Already 3 of the top 10 banks in the country (along with 175 others) offer this convenient, hassle-free way to make payments. The service includes revenue... Read more »
By activePDF
activePDF Portal enables users to interactively view and modify PDF documents from any source in a standard web browser. Portal is equipped with tools for adding annotations, text, shapes, bookmarks, form-fields, hyperlinks and callouts, as well as standard page manipulation. Portal hosts PDFs... Read more »
By Financial Technology Laboratories, Inc.
Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, fixed income portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single... Read more »
By Eagle Investment Systems LLC
From transaction entry to accounting, portfolio management reporting and performance measurement, your innovative Eagle solution offers end-to-end processing on a single platform. Powerful performance and attribution tools can give you a clearer view of how your portfolios are doing and why.... Read more »
Portfolio Track helps in the monitoring and tickler process via tracking covenant conditions and required financial submissions. The application has a dashboard feature to track metrics as well as performing various levels of operational and management reporting. The platform is highly... Read more »
By Portware
Founded in 2000, Portware LLC is the financial industry's leading developer of broker-neutral, automated trading software for global equities, futures, options and FX. With offices in New York, London, Hong Kong and Hyderabad, Portware works in partnership with its clients to create highly... Read more »
By VestServe
Key Features: - Drag and drop design tool to add fields (including user defined fields), groups and formulas - Powerful formula engine turns reports into analytical tools - Directly output any report to Excel, PDF, Word, Email or Fax - Web reporting for customer access via a secure client portal Read more »
By CoreCard
Government cards, student cards, payroll cards, travel cards are just few areas where prepaid system of payments is being used. In this growing market, CoreCard's prepaid cards product provides the customers a scalable, flexible and cost effective solution. CoreISSUE for prepaid provides... Read more »
Zoot’s Prequalification solution is the perfect fit for specific target markets. It allows consumers, especially those with little or less than perfect credit, to see if they are qualified for a credit card without risking a negative impact to their score. Read more »
Get split-second credit insight with Zoot’s Prescreen-of-One. Our solution will help you progress through the account opening process and integrate offers into your customer discussion. -Create an automated pre-screen request during account opening to speed up the entire process - No dual data... Read more »
By OBRIEN
Managing customer communications via the USPS effectively can be a challenge. The continued rise in postage cost, mapping data from core and legacy systems and making the communication easy to understand and relevant all contribute to a complex and often costly environment. Presenting bills,... Read more »
By OBRIEN
Paper is still a factor and managing hundreds or thousands of printed items can be overwhelming. With a myriad of print technologies from web to sheet fed, offset to digital, understanding the right press for the job is critical. Over 38 years of experience gives us the insight to reduce your... Read more »
By DMLT LLC
Investment Café is unlike any other investor reporting system. It allows you to easily disseminate information online to prospects and investors - yet that's where any comparisons stop. Read more »
By CoreCard
CoreCard's private label cards management solution is a highly parameterized, easy to deploy and maintain solution that allows offering various payment terms and a flexible loyalty program thus increasing customer base and revenue while keepting the costs low. Its CoreISSUE and CoreACQUIRE... Read more »
By Firm58, Inc
Firm58's Profit Analysis solution calculates daily net profitability and provides permission-based online dashboards to help clients gain insight into margins, liquidity and income analysis. Automate analysis of variable and fix-cost trade activity and understand profitability drivers. Read more »
By Curinos
Identify market opportunities with competitive analysis reports and actionable data. Understanding your results and how those compare to the industry is paramount in today’s market. Selecting and easily customizing the right peer group aids in analyzing performance against banks in similar... Read more »
The Property & Casualty solution from TCS BaNCS is a complete insurance solution suite, supporting a range of insurance products, including customer management, product definition, policy administration, claims management, insurance accounting and reinsurance, among others. The... Read more »
PRO-TECH allows financial institutions to provide protection against incoming unauthorized ACH transactions to both business and consumer accounts. As ACH transactions arrive, actionable alerts are sent to account holders via their preferred method. Account holders can quickly and easily... Read more »