Compare RiskMatch vs. Zywave BrokerageBuilder

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

Globally, teams in risk, procurement, and compliance are under pressure to manage geopolitical risks and business risks. Third-party risks are impacted by the complexity of domestic and international businesses, as well as complex and diverse regulations. It is crucial that companies proactively manage third-party relationships. This cutting-edge platform, powered by D&B Data Cloud's 520M+ Global Business Records with 2B+ annual updates for third-party risks, is an AI-powered solution that mitigates and monitors counterparty risk on a continual basis. D&B Risk Analytics uses best-in class risk data, including alerts for high-risk purchases and match points of more than a billion. This helps to drive informed decisions. Intelligent workflows allow for quick and thorough screening. Receive alerts on key business indicators.

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the Un

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

AI-driven solutions for credit-to-cash powered by Dun & Bradstreet’s global data and analytics. D&B Finance Analytics offers AI-driven solutions backed by the Dun & Bradstreet Data Cloud. D&B Finance Analytics is a flexible, easy-to-use tool that helps finance teams reduce costs, improve customer service, and manage risk. Manage credit and receivables risks to minimize bad debts, reduce DSO and improve cash flow. Automate manual decisioning and monitoring, customer communication, and matching. Offer your customers an online credit application as well as a payment portal. D&B Finance Analytics consists of two platforms: D&B Credit Intelligence and D&B®, Receivables Intelligence. Together, they provide powerful insights and technologies to help you accelerate your success throughout all your credit-to cash processes. You can quickly gain visibility into credit risks, onboard customers, and set the right terms.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Run affiliate, influencer, and referral programs from one platform. Connect your billing, set commission rules, and go live the same day. Native integrations with Stripe, Paddle, Chargebee, Recurly, and Braintree feed every billing event into your program. Upgrades, downgrades, renewals, refunds, and cancellations each update commissions on their own, so payouts stay in step with revenue. Run payouts fully managed, or in bulk through PayPal and Wise. W-9/W-8BEN forms are gathered before any money leaves, and an invoice accompanies every payout, removing most of the admin a program usually brings. Promoters get a dashboard in your branding, with links, coupon codes, and earnings in one view. You get 18-point reporting, commission structures from flat fee to multi-tier, fraud detection, and broadcast email to your entire promoter base. Start your program today with a 14-day free trial. No credit card required.

AuthorityTech is the world’s first AI-native Machine Relations agency and platform, engineered to position ambitious brands inside the Tier-1 publications that AI search engines inherently trust, retrieve, and cite. While conventional PR convinces humans through retainer-based effort, AuthorityTech optimizes for the new primary reader—the machine—through a 100% outcome-based, pay-per-placement model. This ensures leading answer engines, including ChatGPT, Perplexity, Gemini, and Google AI Overviews, can seamlessly index the brand, map it to its rightful category, and cite it when buyers ask high-intent questions. Coined in 2024 by Founder and CEO Jaxon Parrott, Machine Relations is the discipline of making a brand discoverable and citable by AI systems. Parrott built AuthorityTech to execute the five-layer Machine Relations stack: Earned Authority, Entity Clarity, Citation Architecture, Distribution, and Measurement. This unifies GEO, AEO, AI SEO, and digital PR into a single ecosystem for building machine trust. Cofounder and Chief Growth Officer Christian Lehman operationalizes this strategy, deploying the methodology at scale. Leveraging a direct network of over 1,600 Tier-1 publications, AuthorityTech has secured thousands of AI-cited articles for 200+ clients, including 27 unicorn startups, to guarantee sustainable AI visibility and measurable share of citation. The agency executes this via a three-part framework: Map: Analyzing target categories and competitor LLM prompts. Match: Aligning brand narratives with authoritative outlets. Place: Securing guaranteed placements through relationship-led outreach.

CompUp is an all-in-one compensation management platform designed to help rewards teams benchmark, plan, and communicate compensation to support fair pay. By bringing all compensation data and benchmarks together, it provides valuable insights for running appraisal simulations and managing executive appraisals with ease. Core Product Modules: Survey Management: Centralizes the handling of all compensation surveys. Bands: Build and securely share pay bands across functions, job families, and levels. Simulation: Conduct budget simulations to recommend employee-specific increments. Appraisal Cycles: Streamlined multi-level budget approvals for business units. People Analytics: Customizable dashboards offer deep insights for data-driven decisions. Total Rewards Portal: Show employees the total value of their compensation. Pay Equity Management: Identify and correct pay disparities to ensure compliance.

LinkSquares, a web application, is designed to make legal and finance teams more efficient. The AI-powered contract repository automatically extracts key terms from contracts and provides key insights through deep search, custom reports, and analytics. LinkSquares helps high-growth companies save hundreds of hours and thousands in costs by eliminating the need to review contracts manually and requiring outside counsel. LinkSquares analyzes and extracts structured data from every contract. The result is more that a full-text search. LinkSquares provides interactive Dashboards, custom reports, and other tools that help you put your contract data into action. LinkSquares provides automation and insight to every stage of your contract lifecycle. You can draft faster, review faster, and get agreements done sooner. LinkSquares does everything except write contracts for you. (And that's something we're also working on.)