Alternatives to AlphaStream

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. Plaid supports a wide range of industries and financial workflows, including: Banks & credit unions, Payouts streamline disbursements, and Pay by Bank supports direct consumer-to-business payments for recurring bills, subscriptions, and eCommerce, Mortgages & lending, Government & public sector programs, Property management, Gaming, Crypto & Digital Assets, Business finances, and Wealth Management. Customers include Venmo, Robinhood, Rocket, Carvana, Affirm, Invitation Homes, and many more. Plaid is built with enterprise-grade encryption, continuous monitoring, and regulatory compliance, including PSD2 in Europe and FCA requirements in the UK. Plaid does not hold funds but enables secure data transfer and payment initiation. Plaid provides trusted infrastructure across payments, identity verification, fraud prevention, account connectivity, and open banking. With scale, security, and mobile-first design, Plaid helps businesses create seamless and secure financial experiences for millions of consumers worldwide.

A software-as-a-service platform designed to enhance banks' competitive edge and market presence by offering tailored digital experiences and insights that drive revenue. Develop a unique digital journey for your clientele that presents sales opportunities in real-time, fully personalized, and contextually relevant. The pricing model is notably advantageous when compared to similar offerings available in the industry. This platform is engineered for rapid deployment, ensuring seamless integration with current systems. It serves as a holistic 360° solution that elevates customer interactions while fostering business growth. Through the analysis of customer data, Fivvy equips banking users with valuable insights into their spending, savings, and investment trends. This data-driven approach empowers financial institutions to adopt innovative tools that deliver a more tailored experience and effective solutions centered around the customer. Concurrently, it maximizes the value derived from their user information. In an ever-evolving landscape, don't fall behind; leverage your data to enhance loyalty and stay competitive. Embrace change and transform your banking services to meet the dynamic needs of your customers.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

i2i Logic merges top-tier corporate financial information with your company's performance data to provide valuable insights that enhance market engagement for your frontline teams. This wealth of analytics and information is accessible through a digital platform designed for use by corporate bankers and advisors both at their desks and in direct client interactions. Typical users encompass relationship managers, market analysts, supply chain and transactional bankers, along with credit teams, bank executives, and corporate advisors outside of banking. The platform facilitates automated, data-driven prospecting across hundreds of thousands of companies and numerous industry profiles. It also offers an analysis of financial and operational metrics that includes dynamic benchmarking against industry standards and peers. Additionally, it features conversation modules that can be shared with clients, covering topics such as capital requirements, debt structuring, liquidity considerations, market trends, and transaction banking services, thereby fostering more informed discussions. Overall, i2i Logic serves as an essential tool for empowering financial professionals to make data-informed decisions.

Alkymi is an innovative platform that harnesses AI to automate data processes, specifically in the realms of investment and private markets, by transforming unstructured documents into organized, interactive datasets that seamlessly integrate with a firm's existing systems and workflows. This comprehensive solution facilitates the retrieval, ingestion, transformation, validation, and real-time delivery of structured portfolio data extracted from a variety of complex documents, including capital calls, quarterly reports, financial statements, subscription and offering memorandums, and loan agent notices, all from a unified interface. By leveraging cutting-edge AI technology, machine learning, and large language models, Alkymi streamlines numerous investment document workflows, enabling teams to efficiently capture increased volumes of data, enhance operational productivity, expedite deal reviews, and swiftly adapt to market fluctuations, all while accessing richer data in real time. This capability allows businesses to stay agile and informed, ultimately driving better investment decisions and outcomes.

Next Best Action serves as an established AI recommendation engine utilized by major banks and insurance companies worldwide, continuously evolving through our extensive network of clients, customer data, and financial offerings. It fulfills the demand for crafting tailored customer journeys by providing seamless omnichannel digital interactions. ABAKA facilitates this digital transformation through our cloud-based Enterprise SaaS platform, which features a collection of modular and customizable applications. This solution is engineered to seamlessly integrate with a client's existing internal systems, business protocols, and customer interaction needs, ultimately enhancing their digital customer experiences and driving revenue growth. By delivering sophisticated customer insights and intelligent prompts, it enables financial institutions to anticipate which messages and content will foster positive customer reactions, leading to improved engagement, retention, product conversion rates, and opportunities for upselling. Furthermore, the adaptability of our platform allows businesses to refine their strategies based on real-time data, ensuring they remain competitive in a rapidly evolving marketplace.

Rightfoot offers a secure way for millions of users to connect to both business and personal accounts without the hassle of logging in. By utilizing our unique technology, we remove the need for customers to remember multiple passwords for their various financial accounts. Rightfoot brings clarity to previously hidden accounts, providing a detailed overview of your customers' financial situations. Since the last update from credit bureaus, a customer's financial status may have significantly shifted. By accessing the most accurate data available, Rightfoot empowers you to make informed underwriting choices. Evaluate creditworthiness with insights into chargebacks, payment disputes, and additional factors. Enhance customer experiences by mitigating the typical 40% drop-off rate in the industry. Furthermore, tap into detailed financial data at the customer level to tailor your product offerings precisely. This level of customization can lead to increased customer satisfaction and loyalty as they feel more understood and catered to.

G-CLIP is an advanced, cloud-based platform that enables corporate clients of financial institutions to efficiently monitor cash balances across various subsidiaries and currencies, while also facilitating the allocation of those funds into a range of cash-equivalent investments, including money market funds and time deposits. In addition to enabling clients to invest their surplus cash in approved options, G-CLIP provides valuable insights into risk exposure through an easy-to-use analytics suite. Developed by FO2, G-CLIP is rooted in a deep understanding of client requirements, product fundamentals, regulatory frameworks, and market dynamics, which collectively enhance liquidity and foster greater transparency within a single, user-friendly liquidity portal. Furthermore, G-CLIP can function as a standalone, turnkey solution or seamlessly integrate with other FO2 modules, thereby enriching the user experience while simultaneously boosting the financial institution's operational capabilities and return on investment. This flexibility allows institutions to tailor their offerings to better meet client demands.

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows. With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

Alpha offers AI-enhanced summaries and overviews of the investments that matter to you. Simply click the Alpha button found at the bottom of any news alerts in your inbox to get started. Now available on every asset page on Public, Alpha allows you to pose any questions you might have and make informed investment choices based on accurate financial information. Explore how Alpha can improve your investment research process. Instantly retrieve any stock’s financial fundamentals and filter bonds according to your investment preferences. Receive summaries of earnings calls immediately after they occur and discover the reasons behind unusual price movements of the assets you monitor. Stay updated on the market's leading movers, gainers, and losers. Public members enjoy complimentary access to Alpha seamlessly integrated into their investment experience. Additionally, download the Alpha app to create a personalized watchlist of assets you want to follow. Alpha not only collates financial data but also enhances it with contextual insights, delivering this information through a user-friendly, natural language interface designed for ease of understanding. With Alpha, your investment decisions can be backed by comprehensive data analysis and insights like never before.

rgOne, a comprehensive solution from Redpoint Global, provides a centralized platform that enables you to link customer information and carry out marketing initiatives seamlessly. This empowers your customers to enjoy the real-time, highly personalized interactions they expect. Gather extensive insights about each individual customer to develop an accurate and up-to-date Golden Record. Craft tailored offers, actions, and messages that reflect the specific context and timing for each customer. Ensure a cohesive and individualized experience across all interaction points with your customers. Thanks to our adaptable cloud framework and open garden strategy, you maintain control over the process. This deployment aligns with your enterprise objectives while addressing your security requirements. Transition from broad marketing strategies to real-time, one-to-one personalized marketing approaches. With rgOne's exceptional features in customer data management, automated machine learning, and smart orchestration, you can harness the full potential of your marketing efforts and drive impactful engagement. As a result, your organization can enhance its customer relationships and achieve better business outcomes.

We are transforming the financial technology environment into a welcoming space. Gone are the days of arduous 'digital transformation journeys' that require complete overhauls. Instead, we offer a low-code, plug-and-play model that allows our products to be immediately effective for your needs. Our mission is to empower banks and insurance companies to prioritize their customers by providing innovative solutions and products. Today's customers demand seamless interactions, smooth interfaces, and intuitive data flows—all while keeping a personal touch intact. Financial institutions are discovering the importance of viewing their customers as individuals before categorizing them as clients. Although this is a challenging shift, FintechOS offers an adaptive data core that can assimilate various data points from both your internal systems and external sources, enabling you to lead the way in data-driven decision-making, customized customer experiences, and specialized offerings. By embracing this approach, organizations can create lasting relationships with their clients and foster loyalty in an ever-evolving market.

Enhance consumer engagement and empower individuals with actionable insights, tailored messaging, and customized product offers that drive higher conversion rates. Our GenAI-driven customer data platform equips every member of your organization with the ability to conduct sophisticated data analytics for marketing, segmentation, and monitoring of your customer base. Utilizing AI-enhanced transactional data insights, we deliver a comprehensive understanding of applicants' financial situations to support credit evaluations and manage the lending lifecycle effectively. With over 50 billion transactions processed, our AI technology continuously evolves to improve accuracy. Our leading-edge categorization capabilities set us apart in the market. Boasting a remarkable first connection success rate of 98.2% and a 99.99% service level agreement for uptime, we ensure a dependable experience for your customers, allowing you to concentrate on scaling your business. This commitment to excellence not only enhances customer satisfaction but also fosters long-term loyalty.

SellitPics is an innovative cloud-based platform designed to generate automated, highly personalized image messages that can enhance your client acquisition and boost sales across Facebook, LinkedIn, email, and landing pages. With SellitPics, the process of crafting dynamic images has become significantly simpler. This powerful tool can help you achieve up to three times more responses, a staggering 325% increase in conversions, and ultimately drive more sales from each message dispatched. It's the ideal solution for converting outreach efforts into tangible results consistently. Marketing surveys indicate that agencies and service providers experience superior outcomes when engaging in direct client prospecting via LinkedIn and Facebook compared to other methods. For agencies, service providers, and business clients, effective direct outreach can dramatically elevate a business's success, as securing just one ideal client can propel growth to unprecedented heights. Consider identifying local or global businesses that align with your services, and if you already have existing customers, don't overlook their competitors; they could be excellent additions to your outreach strategy. Expanding your target list can open new avenues for success in your marketing efforts.

The Agile Marketing Platform for Financial Services Financial Institutions can use our services to deepen customer relationships, increase share of wallet, and increase loyalty. We allow them to easily execute personalized campaigns through all channels, at scale. Prisma Campaigns, an intelligent omnichannel orchestrator, can be used for online banking, mobile banking, email, SMS, and other channels. It uses customer data to allow FIs deliver targeted and personalized campaigns that are relevant, personal, and contextual at every stage of the customer journey. From insights to action Effectively orchestrate segmented real-time campaigns. 1-to-1 personalized messages Increase conversion rates by delivering personal and contextual messages All-in-one platform All your channels can be managed from one place: mobile, web and email. Integration is fast and simple Our SDK is easy to use and you can go live in 6 weeks. #BeRelevant

Marketing tunnel vision and solutions that don't work are gone. Say hello to a flexible, turnkey platform that makes it easy to make seamless, omnichannel experiences for every customer, from the first to the last touchpoint. Ai-Intelekt implements hyper-personalization, prescriptive analytics, customer journey analytics, & closed-loop integration. Hyper-personalization allows you to create deeply personalized customer journeys of your brand through coordinated, informed actions & campaigns. You can track the journey of each lead and customer to ensure you know their preferred messaging, purchase history, and background. Predictive analytics Use true artificial intelligence (AI) to take control of your customer's lifetime worth. Forecasts are based on behavioral data and historical sales.

Streamline your marketing efforts by minimizing the reliance on numerous platforms, enabling you to manage your digital channels effectively while consistently providing outstanding experiences. Tailor user interactions by segmenting your audience and presenting them with highly personalized content at the right moment and location for true hyper-personalization. Our platform, founded on dependable open-source technologies, supports swift development and seamless third-party integrations. Foster a cohesive brand experience throughout your digital ecosystem, encompassing everything from websites and mobile applications to voice interactions and various marketing channels. With our innovative component-based content management system, you gain control over every aspect of your user experience. Discover the factors that enhance user engagement, which in turn boosts revenue and fulfills other important goals. Transform potential customers into actual sales through responsive designs, quick loading times, streamlined one-page checkouts, and a variety of features meticulously crafted to elevate your financial success. Ultimately, embracing this holistic approach can revolutionize your digital strategy and drive significant growth.

ADARA Cortex represents the latest advancement in our suite of data products and services, providing invaluable traveler intelligence to enhance hyper-personalization across all of your digital marketing channels. By utilizing real-time insights on travel intent and consumer purchase preferences drawn from a vast pool of over 850 million active traveler profiles within ADARA's Data Co-op, it focuses on activities occurring beyond your brand's immediate scope. This powerful tool enhances digital marketing efforts and boosts ROI across various consumer engagement platforms, including programmatic advertising, search, social media, television, email, and websites. For instance, a prominent airline has effectively employed ADARA data to refine their bidding strategies for paid Google Search, resulting in a 29% reduction in cost-per-acquisition for unbranded keywords and a remarkable 95% increase in click-through rates. With the Cortex Catalog, data sets within ADARA Cortex are meticulously curated to meet your specific requirements, and the platform is designed to be user-friendly, allowing you to effortlessly explore, assess, and implement your chosen data sets. Furthermore, this innovative approach not only enhances marketing effectiveness but also positions your brand to better understand and respond to evolving consumer behaviors in real time.

Frizbit is a multichannel Marketing Orchestration Platform that helps marketing teams of transactional online businesses bring their customers back on their websites. Internet companies can send personalized and optimised engagement messages to their users via Frizbit. This is done by sending automated and hyper-personalised messages that are based on user behavior on both mobile and desktop devices. It allows marketers to create automated messages for each stage of their journey, such as cart abandonment and product retargeting. These personalized messages can be sent multi-channel via web push notifications, sms, email channels, or it can also be connected to other channels like facebook messenger, whatsapp, or slack through webhooks. These are essentially retargeting campaigns but without ads. It helps to recover lost conversions, increase revenue, retain users, and provide lifetime value on their apps or websites.

Introducing the most intelligent fintech platform for innovative thinkers. If you possess a groundbreaking idea, we provide the necessary platform to bring it to fruition. Our customizable digital finance software-as-a-service (SaaS) enables you to swiftly launch and monetize fresh solutions tailored for your clientele. Whether you require cards, financing products, or bank accounts, you can select from Toqio's diverse offerings to create a distinctive market proposal. You can either utilize our pre-integrated fintech and financial service partners or seamlessly connect your own solutions to the Toqio ecosystem. Our white label SaaS platform empowers you to showcase your brand with a personalized aesthetic and user experience that reflects your vision. Toqio hosts and manages all applications, allowing clients to leverage our continuous stream of innovative products. Developing your new financial application becomes a straightforward, quick, and affordable process. With our readily available fintech SaaS platform and marketplace, innovation is more accessible than ever. Now you can access comprehensive products required to compete with the leading figures in the fintech industry and transform your ideas into reality.

HCL Unica is a robust, AI-driven enterprise marketing platform that handles all your marketing needs. From planning and executing campaigns to real-time personalization and analysis, Unica empowers marketers with advanced automation. It supports a broad range of channels, including email, SMS, WhatsApp, social media, direct mail, kiosks, and ATMs. Unica offers exceptional scalability and flexibility, deployable in the cloud or on-premises, and easily integrates with existing marketing technology. Its comprehensive suite provides top-tier solutions for campaign management, customer journey orchestration, audience segmentation, and omnichannel personalization, allowing for hyper-personalized, data-driven marketing at scale.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

Nepse Alpha serves as a comprehensive service and software provider focused on stock analysis and research. It delivers a range of tools including stock signals, screeners, and various forms of analysis, catering to the needs of investors. Additionally, Nepse Alpha features a mobile application available for Android users. This application is designed to be user-friendly and acts as a mobile version of the website nepsealpha. It offers a free resource for individuals interested in economic, financial, and stock market updates, as well as live technical, fundamental, and quantitative analysis, making it a valuable asset for those navigating the Nepalese capital market. In essence, Nepse Alpha aims to empower investors with the necessary tools and information to make informed decisions.

Parafin delivers the essential connective framework that strengthens and sustains financial services. We manage various aspects such as sourcing, underwriting, origination, servicing, compliance, and risk management, among others. Our journey begins with exceptional underwriting practices. Utilizing advanced machine learning models, we analyze data from millions of businesses spanning diverse industries to assess eligibility for offers and optimize the experience for merchants. Additionally, we have developed a sleek, white-labeled user interface that integrates effortlessly into your current platform. We assume the risk and guarantee that our offerings adhere to a multitude of government regulations. By expertly navigating the intricacies of capital markets for you, we ensure a smooth operational flow. Collaborating with top-tier financial institutions, including Jefferies and Silicon Valley Bank, allows us to maintain a consistent influx of funds to support your merchants. Beyond merely providing a framework, our all-inclusive solution delivers a comprehensive financial services program tailored to meet your needs. In essence, we empower businesses through seamless access to capital and compliance, enhancing their overall functionality and market presence.

ALPHA is a comprehensive clienteling suite that transforms the shopping journey by delivering tailored services, including direct messaging, tracking client preferences, scheduling store appointments, and enabling remote sales functionalities. It encompasses features such as client requests, a detailed client database with CRM integration, in-depth client profiles, and valuable analytics and insights. The system streamlines client registration via QR codes or text messages, empowering sales associates to effectively manage client interactions and enhance sales performance. Designed for seamless integration with current systems, ALPHA eliminates the need for complicated setups and focuses on improving client satisfaction while driving sales growth. Furthermore, ALPHA seeks to eliminate the sterile complexity often associated with digital tools, emphasizing the importance of human connections and personal engagement in redefining luxury experiences. Ultimately, ALPHA aims to create a more enriching and engaging environment for both clients and sales associates alike.

Our solution allows telcos and other e-money-licensed companies to offer financial services and payment to their end-users. MFS platform creates new revenue streams and increases customer loyalty. It also helps reach the underbanked or unbanked. This platform is designed to be used by telcos that must comply with PSD2 licensing. Mobile financial services are a revolutionary technology in the concept money. Mobile financial services technology allows telcos to ensure a consistent and sustainable user base while offering services such as direct carrier billing and utility payments, merchant payment capabilities, and many more. It's primarily focused on online transactions, so it can attract more offline partners. Financial inclusion is a key goal of the Global Bank for the Unbanked and Underbanked.

Mobiz is an SMS marketing platform that aims at making SMS marketing more powerful and flexible than email. Their interface allows users to create mobile landing page campaigns that engage, convert, optimize customer communications. Mobiz allows users to send highly personalized SMS landing pages to a segmented customer base based on their location, gender, demographics and language. Users can also set up custom filters or create account balances. Personalized landing page campaigns based on customer data can increase engagement. Our platform is easy to use, code-free, and feature-rich. Your customer database can be used to create and send dynamic landing pages that are personalized and personalized. This will increase e-commerce engagement, and improve conversion rates. SMS delivery is a great way to increase your reach and improve your conversion rates. Mobile marketing will be revolutionized by SMS and personalized landing pages. They can be read in 3 minutes and have 98% open rates.

Experian offers businesses access to a robust portfolio of consumer-focused services aimed at enhancing engagement and boosting customer loyalty. With features like credit monitoring, financial management tools, identity restoration, and privacy solutions, Experian enables businesses to empower their customers with the tools needed to protect and improve their financial health. Whether through APIs, white-label solutions, or branded offerings, Experian's solutions are designed to fit seamlessly into your existing platforms. Experian’s Partner Solutions allow you to build targeted, high-demand services such as identity protection and credit education, driving consumer satisfaction and increasing retention. These solutions also come with flexible delivery options, ensuring quick integration and improved time-to-market.

Enhance your customer interactions through highly tailored, cross-channel experiences. With 72% of consumers engaging solely with personalized marketing, a one-size-fits-all approach is outdated. SmarterHQ simplifies the process of addressing the unique needs of each customer on a large scale. Achieving effective automation for precise personalization can be quite challenging when dealing with internal teams, various data sources, and multiple interaction channels. This is where our expertise comes into play. We enhance customer identification and outreach by an impressive average of 202% for our clients by capturing anonymous visitors without requiring them to sign in. Our platform is built on a robust Customer Data Platform (CDP) framework, with a focus on customer identity resolution, enabling us to amalgamate critical online and offline information into a cohesive view of each customer, regardless of their interaction points. Additionally, our user-friendly marketer interface allows for easy identification of highly specific target audiences based on product and category interactions, traffic sources, levels of engagement, AI-driven insights, and more, ensuring that your marketing efforts are both effective and efficient. By leveraging such capabilities, businesses can significantly refine their marketing strategies and ultimately enhance customer loyalty.

AlphaSense is the industry leader in market intelligence and qualitative research for corporations and financial services. Since its inception over a decade ago, AlphaSense has been at the forefront of comprehensive market research solutions, helping professionals make better business decisions.  Today, AlphaSense leverages the power of artificial intelligence (AI) and natural language processing (NLP)  to provide analysts and researchers with clear insight into companies, industries, and markets.

Visible Alpha provides a single experience for consumption and collaboration across research reports, analyst model and corporate access events. It enables clients to track, budget, value, and pay for research content. Visible Alpha is changing the way Wall Street firms collaborate in research, financial models, corporate access events and research by providing innovative tools for analysis, valuation, and discovery. Visible Alpha boasts a growing client base, $17 trillion in AUM and more than 600 research providers who contribute content. It also has over 500 employees worldwide. The company is backed worldwide by some of the most prominent banks, including Banco Santander and Bank of America Merrill Lynch. Citi, Exane BNP Parabas and Citi.

Enhance the effectiveness of your email and marketing initiatives by tailoring them to individual preferences, potentially doubling your response rates. By leveraging real-time data, you can strategically target customers according to their primary interests, thereby boosting your marketing revenue. Personalize evaluates the digital behaviors of each contact in your database to highlight their leading interests. Our advanced AI technology analyzes various metrics such as time spent on a page, visit frequency, and recency to deliver immediate insights. With Personalize, you can pinpoint what captures each customer's attention at any moment, enabling you to promote the most relevant products or services precisely when they are needed. This approach not only optimizes your sales and marketing strategies but also maximizes the revenue potential from your existing customer base, ensuring every outreach is impactful and meaningful. Ultimately, adopting this level of personalization can transform your marketing efforts into a more successful and engaging experience for your clients.

Customer satisfaction is crucial, and the primary aspect of achieving it lies in comprehending your clients. Jinnee gathers and evaluates all inquiries to deliver essential insights regarding the preferences and requirements of your clientele. Continuously evolving, Jinnee seeks to enhance its capabilities and adapt as it assists you in your endeavors. Over time, you can monitor Jinnee's learning progress, modify its responses, and potentially devise new strategies based on identified trends. Functioning as a virtual financial advisor, Jinnee is poised to support your clients with their various needs. They will now have the ability to pose questions and receive answers in mere seconds. With Jinnee integrated into your services, there's no longer a need to remain online to review last month's restaurant expenditures. Whenever you require expert guidance on effective saving strategies, deposit options, improved budgeting, or similar concerns, Jinnee will present relevant financial solutions and products tailored to your needs. This innovative approach ensures that your clients receive timely assistance while you can focus on other important matters.

It's no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the data supply chain with advanced infrastructure and machine learning, delivering high-quality data through cutting-edge tools designed for developers and engineers, and getting it all in the hands of people who are challenging the system. If you're creating the next big thing, we're here to help- see what it means to be #PoweredbyIntrinio Our Equity Data packages includes an extensive network of US company fundamentals and stock market data suitable for all types of business needs and budgets. Our Options fast, simple, real-time stock option pricing data allows users to leverage Intrinio's powerful infrastructure to pull clean options data without the time and cost of connecting to OPRA directly. Intrinio provides a comprehensive global set of consensus ESG ratings constructed by CSRHub. Enhance your ESG expertise, benchmark your firm's ESG ratings against your peers, and provide your clients with the ESG data they need.

BTC-Alpha, established in 2016, is a platform dedicated to digital asset trading that offers sophisticated financial services to traders globally. The platform is known for its reliability, security, and stability, featuring low commission fees and round-the-clock customer support. Our team prioritizes enhancing customer satisfaction and continuously improving and developing our offerings. BTC-Alpha hosts a selection of 98 cryptocurrencies and 188 trading pairs, making it a versatile choice for traders. Recognized as one of the most secure cryptocurrency exchanges in the world, BTC-Alpha ranked #14 out of 221 assessed exchanges in the latest General Exchange Security Rating by ICOrating, achieving an impressive “A” rating. This commitment to security and service solidifies BTC-Alpha's position as a trusted player in the crypto exchange landscape.

Imagine a future where precision and correctness are achieved through advanced AI technology, enabling businesses to bring their products to market with greater speed and simplicity, while also enhancing customer acquisition through personalized lending solutions and superior experiences; this is the reality that Lentra embodies. Lentra is a revolutionary platform designed specifically for the financial sector, meticulously crafted to meet every expectation of modern financial institutions. It offers a ready-to-use solution that can be deployed swiftly, featuring tailored customer journeys supported by a microservices architecture. With a pay-per-user or transaction SaaS model, there is no upfront capital expenditure required, ensuring accessibility for all types of organizations. The platform operates continuously, backed by dedicated data centers and reinforced by a robust, secure infrastructure. Its API-driven approach allows for seamless integration with third-party services, while horizontal scaling capabilities enable it to adapt to growing demands. Covering a wide range of lending needs from personal loans to credit cards, Lentra also empowers merchants to become effective cross-sell agents, proving itself as a comprehensive solution for any financial institution. This innovative platform not only enhances operational efficiency but also transforms the way lending is approached in the industry.

Quiltt provides a comprehensive consumer fintech infrastructure that enables anyone to create cutting-edge financial solutions effortlessly. This is achievable without complexity. We have meticulously woven together the essential tools that innovators require to swiftly introduce customer-oriented features such as account linking, budgeting tools, bill management, and more, significantly reducing both time and costs. The Quiltt Connect feature is an embeddable user interface module that offers a rich, contextual financial overview of your clientele. Utilizing the robust Quiltt GraphQL API, Connect is seamlessly integrated with Plaid's top-tier bank data network and Spade's advanced transaction enrichment capabilities. Integrating Connect into your product is as simple as adding a few lines of code, allowing your team to concentrate on developing your key innovations while enhancing the user experience. With Quiltt, launching a financial product that meets modern demands has never been easier.

Innovairre employs a data-driven marketing strategy that encompasses various elements such as sophisticated data analytics, innovative digital marketing practices, cutting-edge technologies, and hyper-personalization techniques, along with a reliable creative and testing framework. Their unmatched expertise extends to direct mail, digital printing, and promotional items tailored for the nonprofit sector, while also serving numerous prominent commercial enterprises. With particular strengths in financial services, healthcare, insurance, publishing, and retail, Innovairre's strategic and agency teams craft fundraising initiatives that integrate their distinctive data insights, innovative strategies, production expertise, and a comprehensive suite of effective solutions. The organization has invested in and developed state-of-the-art technology that enhances both operational efficiency and effectiveness, ensuring that they remain at the forefront of their industry. By combining their exceptional data capabilities with leading digital printing technologies, Innovairre successfully implements hyper-personalization to meet the specific needs of their diverse clientele. This holistic approach not only strengthens their partnerships but also drives meaningful results in the campaigns they execute.

EnNovate is a cloud-based financial services tool that helps institutions manage user experience across mobile and web applications. -Cutting-edge technology and orchestrator feature for seamless integration with AI ​ -Fully responsive design, user-friendly interface with personalized services across all devices​ -Reduces time-to-market by up to 50%, boosts efficiency and competitiveness​ -Extensive customizability to tailor solutions to specific needs, scales easily​ -Top-notch security with advanced protocols, ​ protected data and ensured compliance with the latest standards.​

AlphaInquire serves as a personal research assistant powered by AI, simplifying the task of collecting and summarizing information on various topics of interest. By exploring multiple data sources, such as websites, RSS feeds, Google News, and arXiv, it sends daily summaries straight to your inbox, enabling you to remain updated without engaging in manual research. The platform allows users to tailor their AI agents via a user-friendly interface, where they can define specific topics and select preferred sources for targeted information collection. With integration capabilities that encompass prominent news platforms like Google, arXiv, Hacker News, and Financial Markets News, it ensures a thorough representation of pertinent content. Moreover, AlphaInquire provides API access, catering to advanced users who desire a deeper integration within their existing workflows. Created by Aster, a dedicated team focused on generative AI and enhancing the future of work, AlphaInquire strives to optimize research processes, ultimately saving users time while offering personalized information summaries and insights that match their interests. This innovative approach not only enhances productivity but also fosters a more informed user base in an ever-changing information landscape.

LTV.ai is an innovative marketing platform that harnesses the power of AI to elevate customer interaction and drive sales for ecommerce brands through highly tailored email and SMS campaigns. By scrutinizing customer data, including factors like location, buying patterns, and feedback, LTV.ai empowers businesses to craft messages that are uniquely suited to each individual. Among its standout features are contextualized one-to-one personalization, tailored product suggestions, AI-fueled proactive segmentation, optimized coupon strategies, intelligent conversation management, and active feedback collection. These functions are designed to enhance repeat purchase rates, increase revenue per communication, and boost sales through owned channels. Our advanced AI not only utilizes current customer segments but also actively discovers new ones, providing businesses with a more profound insight into their audience. This ensures that customers receive the most suitable products at the right moment, accompanied by personalized rationales for their selections, ultimately enriching the overall shopping experience.

Businesses and consumers are reshaping their expectations regarding interactions with financial institutions, placing less emphasis on geographic presence and focusing instead on the institution's capability to engage with them effectively. Fiserv provides businesses with cutting-edge solutions designed to control costs, enhance and secure revenue, and manage the risks involved in payment processing while also fostering strong customer relationships. The current landscape has compelled financial institutions to reconsider the role of digital channels and real-time payment systems in meeting consumer demands for seamless experiences. With Fiserv’s offerings, whether customers are making payments in person, online, or via mobile devices, organizations can fully leverage the advantages of electronic payment processing. This adaptability not only meets the evolving needs of consumers but also positions businesses for sustained growth in a rapidly changing market.

Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications.

Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.