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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.

ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes. The following modules are included: Landing page & Borrower portal - to attract and serve borrowers. Self-service portal - to manage the whole enterprise activity. Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more. ABLE Platform serves any type of loan: - Payday Loan - Personal Loan - Point of Sale Loan (POS) - Buy Now, Pay Later (BNPL) - Mortgage Loan - Home Equity Loan - Auto Loan (Car finance) - Student Loan, etc The platform can be used as SaaS or On-Premise.

Our platform allows you to integrate financial products into your business. Banking Offer FDIC insured banking services to customers with a single seamless integration With ACH transactions, credit card processing and easy deployment, it's easy to move money. Branded Cards You can quickly create customized or white-label cards to promote your brand. Global money transfer Send and receive money across borders in any currency. One embed offer FDIC-insured virtual accounts that customers can use to manage their funds, earn interest and pay bills, send money and receive it all from one place. Alviere's banking technology allows you to easily embed FBO accounts (For-Benefit of) into your platform, so you can offer customized financial services for your clients and employees. FBO accounts allow you to track your finances and use in real-time, which allows you to choose the right services.

Rethinking insurance guidance, Riskine creates innovative digital tools designed to assist both private and corporate clients using cutting-edge AI and graph-based technology. Our offerings are adaptable for self-service environments such as portals, websites, and apps, in addition to supporting both personal and remote client interactions. We have observed that a significant number of individuals lack clarity regarding their risks and financial requirements, which complicates the process of articulating and comprehending their insurance needs. Furthermore, the unique advantages of various hedging products often remain obscure or confusing to clients at the point of sale, hindering their ability to make informed financial choices. This lack of understanding not only breeds uncertainty but also causes many to neglect their insurance and financial planning altogether, effectively avoiding the topic. Riskine addresses this issue by illuminating both the objective risks and the subjective preferences of your clients, making them more accessible and comprehensible. By facilitating this understanding, we empower individuals to engage more actively with their insurance options and make smarter financial decisions.

Instant Bank Verification is a real-time, user-permissioned service that enables lenders to verify their financial data and aggregation. What can you do with IBV Verify identities of users and reduce fraud. Verify account balances in real-time. Verify employment and understand income. Access transaction history. You can verify the assets of borrowers right from the source. Flexible pricing allows you to only pay for the services you use, making IBV a great choice for loan originations. IBV is ideal for short term lending, retail loan origination, auto financing, property rentals, and other purposes. IBV is powered via an easy-to-integrate web portal that can be added to your existing website or a fully document API. Check out our demo to learn more about IBV.

Introducing a user-friendly compliance management platform designed to simplify your operations. By transitioning to a digital solution, you can automate various manual tasks, controls, and processes. This all-in-one platform provides a unified process and a comprehensive overview of your compliance status. You can complete a business risk assessment in just 60 minutes and receive an in-depth report, complete with heat maps and valuable insights for policy controls. Staff collaboration is enhanced, ensuring that updates are promptly accessible to all employees, regardless of their location. Additional features include seamless updates and a cost-effective client verification and screening solution that integrates smoothly into your onboarding processes. This approach not only saves time but also enhances efficiency. Understanding the ML/FT risks associated with your clients is crucial; without this knowledge, identifying unusual or expected account activities becomes challenging. Aligning your policy requirements with business practices is essential, and we incorporate over 40 best practice rules to facilitate this. Our effective monitoring system ensures that priority tasks are assigned to responsible individuals and adequately overseen by an AMLCO, promoting accountability within your organization. This platform truly revolutionizes the way compliance is managed in businesses today.

All you need for brokerage requirements in one solution. It is a Secure, efficient omnichannel Digital Trading Solution. Execute all trading operations via one single integrated omnichannel innovative trading solution. The customers can: - Get real-time stock prices and news. - Buy, Sell real-time orders of all types. - Real-time charts. - Get Notifications on price changes, order executions, etc. - Manage accounts, find advice and invest directly. - Track the important stocks, transfer funds between brokerage accounts.

Integrate loan repayment, data management, balance transfers, and automation seamlessly through a unified API. Method empowers developers to interact with users' debts using our versatile, debt-neutral solution. By directly engaging with your users' financial obligations, you can reduce lending risk while enhancing revenue streams. Method interfaces with a comprehensive range of merchants, including those for student loans, credit cards, auto loans, mortgages, and utility bills. With Method's robust APIs, there are no disruptions, and users won't need to re-authenticate. The platform takes care of compliance, identity verification, and partnerships with banks, allowing you to concentrate on your development efforts. Initiate payments for any liabilities users may have, with settlements completed in just a few minutes. Retrieve all user liabilities instantly without the need for credentials, and access real-time data on their financial obligations. Additionally, by prioritizing financial wellness, you can attract top talent and foster employee retention, addressing a critical concern for many in today's workforce. Overall, Method simplifies debt management, enabling a better financial future for users.

Finsemble empowers software developers to construct intelligent desktop applications that facilitate the synchronization, linking, and sharing of information across various types of apps. Our platform offers an immediate foundation for development, equipped with ready-to-use integrations that enable your team to utilize familiar frameworks such as Angular, React, and more. With our software development kit, you can provide users with a smart desktop experience more swiftly than your competitors. By addressing and resolving intricate development challenges, we enable applications to start exchanging information instantly while allowing for the rapid assembly of personalized workspaces. With Finsemble, you can discover an innovative approach to collaborating within a genuinely unified desktop environment. The interaction between any application, whether modern or legacy, internal or third-party, spans across multiple screens and windows. Seamlessly connected applications can address a wide range of business challenges, and we are here to assist you in redefining your work experience. Let us explore how we can facilitate this transformation for your team.

Wallie e-Wallet serves as a comprehensive platform enabling mobile network operators, virtual network operators, banks, and financial entities to introduce a digital wallet that seamlessly integrates with their core systems. This mobile financial solution can be implemented through an agent or customer service representative model, as well as through online or API registration methods. The processes for user registration and Know Your Customer (KYC) requirements to activate the wallet are designed to be user-friendly and efficient. After completing registration, users can effortlessly send and receive funds using their mobile wallet, bypassing traditional banking services. Users have the option to add money to their wallet, manage multiple accounts in various currencies, and transfer funds to their wallet or accounts with just one click. They can also keep track of all transactions and can raise support tickets for any incomplete transactions. Additionally, the platform consolidates payment services into a single device, making it easy to pay bills, recharge accounts, transfer funds, and more. Users can monitor their spending habits, pinpoint their favorite expenditure areas, and quickly access localized campaigns where they can discover offers and promotions that cater to their interests. This all-in-one solution not only simplifies transactions but also enhances the overall financial management experience for users.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

The RA Platform consists of a variety of highly adaptable components designed for enterprise-scale, which enhance competitive edge and streamline operations for trading firms and liquidity providers. Serving as a robust messaging platform and a workflow configuration framework, it is essential to the electronic trading environment of financial institutions. The RA Platform is designed to be agnostic to both messaging protocols and asset classes, allowing it to effectively translate, enrich, and integrate message flows within the broader trading ecosystem. Notable characteristics include: • A flexible and user-friendly development framework • An intuitive configuration interface • Full compatibility with existing technology ecosystems • A resilient, high-availability architecture coupled with optimized messaging performance • Real-time monitoring capabilities for trading activities and infrastructure, ensuring optimal performance and responsiveness. Additionally, the platform's scalability allows for continued growth and adaptation as market demands evolve.

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.

Envestnet | Yodlee stands out as a premier platform for data aggregation and analytics, enhancing the financial lives of consumers through cutting-edge products and services tailored for over 1,400 financial institutions and FinTech firms, which include 16 of the top 20 banks in the United States. We are at the forefront of revolutionizing financial applications and services with comprehensive solutions designed for wealth managers, banks, merchants, and beyond. Discover how we can assist in your growth journey. Our robust data aggregation platform empowers financial institutions and FinTechs to facilitate improved financial outcomes for consumers. We prioritize industry-leading standards for data security, compliance with regulations, and protection of privacy. Stay updated with insights from Bill Crager regarding Envestnet's ongoing commitment to purposeful action. Additionally, explore our extensive collection of white papers, on-demand webinars, eBooks, case studies, and much more, all filled with valuable product information and practical guidance to help you succeed in the financial sector. Together, we can drive innovation and excellence in financial services.

audius:Finance integrates the broad advantages of Microsoft Dynamics 365 with the specialized needs of various financial service providers into a unified solution. This platform is suitable for asset managers, investment product developers, insurers, and real estate professionals, enabling them to customize their CRM systems with additional modules that suit their unique business models. It enhances the efficiency of recurring tasks such as customer meetings, legal inquiries, and reporting losses or damages. Our commitment to developing tailored software solutions ensures that we keep pace with the latest operational and legal standards. We provide the ideal add-ons for every function, allowing your system to remain adaptable, scalable, and current. You only pay for what you actively utilize, making audius:Finance a cost-effective solution designed to facilitate the specific operational needs of financial service providers. This way, businesses can focus on their core activities while relying on a robust support system tailored to their industry.

QuickBooks allows you to import various types of data including vendor lists, chart of accounts, customer lists, items, and other essential company information, enabling you to export all selected data within a matter of minutes. This process can be executed similarly to generating reports, with options to save files in zip format or as CSV documents. Deleting data is straightforward, as any files removed will be sent to the recycle bin, allowing for easy restoration if needed. Regularly importing, exporting, and deleting data is crucial in QuickBooks for various scenarios such as reinstalling the software, exchanging data with accountants, transferring information, and removing unnecessary transactions. Attempting these tasks manually can be challenging when dealing with large volumes of data, which is why our services are designed to streamline the import, export, and delete processes efficiently. This efficient handling not only keeps your data up to date but also saves you valuable time and resources in the long run. By utilizing these features, you can focus more on growing your business rather than getting bogged down by data management tasks.

Kovair's integrated test management solution significantly enhances the efficiency of software testing processes. As the range of applications expands—encompassing hybrid apps, cloud services, mobile platforms, and DevOps practices—testing has become increasingly complex and demanding. To meet these challenges, organizations require robust test management tools that facilitate continuous testing and enable rapid delivery of high-quality software. Kovair Test Management boasts several key features that render it a versatile solution, tailored to meet diverse organizational needs. It provides a unified web interface that seamlessly connects test management with other stages of the software lifecycle, promoting improved quality. Additionally, the solution offers end-to-end traceability across various tool data, enhancing predictability for releases. Moreover, it supports continuous testing by integrating effectively with a variety of CI/CD tools, ensuring that organizations can maintain a steady workflow. This comprehensive approach positions Kovair as a vital partner in navigating the complexities of modern software development.

Affordable banking software designed for non-profit organizations is available through DLS Financials, which streamlines the process of managing savings and loan accounts according to the workflow. Users can customize their settings by creating personalized drop-down lists that allow for quick field completion. Features are included to help parishes avoid excessive debt, enhancing financial stability. The platform supports the integration of various documents, spreadsheets, emails, images, and PDFs, linking them to specific locations, accounts, or transactions for convenient access. Automatic transactions can be set up for recurring events, greatly simplifying financial management. The global functions enable users to conduct extensive tasks effortlessly with just one click. DLS Financials is particularly adaptable, catering to a diverse range of user requirements, and it offers numerous configurations and default options. Moreover, users can request additional management reports, functions, and features, ensuring that the software aligns perfectly with their operational needs, fostering a more efficient and customized banking experience. This flexibility makes it a valuable tool for any organization looking to optimize their financial management processes.

Payfree Financial is a seasoned company specializing in the development of B2B Multi Recharge software, website design, money transfer solutions, e-commerce shopping portals, and mobile recharge applications. With just a single click, users can effortlessly recharge a wide range of services including mobile, DTH, data cards, post-paid accounts, electricity, gas, insurance, money transfer services, and even manage their PAN cards. This convenience makes Payfree Financial a go-to solution for all your digital recharge needs.

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.

As technology continues to evolve at a rapid pace, both retail and institutional brokers, along with modern traders and investors, have heightened expectations for trading platforms to deliver exceptional experiences across various devices, including web, mobile, and tablets, while ensuring seamless access to multiple stock exchanges and markets, along with robust customization options and swift turnaround times for implementation. Dion’s TradeAnywhere offers comprehensive, adaptable, integrated, and intelligent trading solutions specifically designed for stock brokers and retail investors in India. Users can access the platform through either a web interface or a mobile app, allowing for secure and straightforward trading in equities, derivatives, and commodities via a user-friendly design. The system delivers trading functionalities and market insights across all major Indian stock exchanges and segments such as NSE, BSE, FONSE, CDNSE, NCDEX, MCX, MCXSX, IPO, MF, NCD, GOI, FD, and Non-Life Insurance, while also facilitating the trading of CFDs (Contracts for Difference) and enabling users to keep track of real-time market data. In this way, Dion’s TradeAnywhere not only meets but exceeds the growing demands of today's traders and investors, providing them with the tools necessary to navigate the complexities of the financial markets effectively.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

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.

Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups.

Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud. -Drive financial planning and operational planning across all departments Connect to multiple data sources and reduce silos Focus on automating workflows for efficiency -Increase collaboration between Finance and Accounting Expand your business globally

Satago is forward-thinking software for cash management that can be used by businesses and their accountants. Flexible finance allows you to access cash when you need it. Credit control and risk insights make getting paid on time simple. Satago integrates with over 300 accounting software packages, as well as all major email providers. This allows you to have an all-in-one cash management system that complements and enhances the accounts package.

Centime is the only all-in-one cash management solution on the market. Our comprehensive solution includes accounts payable automation, accounts receivable automation, cash flow forecasting, working capital lines of credit, and business banking solutions. With full cash visibility and control, businesses can scale quickly and effectively.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.

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.

Our software guides you seamlessly from generating deals to finalizing mortgages, encompassing first charge mortgages, second charge mortgages, as well as short-term bridging and development finance. With integrations to credit agencies and additional features, it provides adviser-led solutions that prioritize both service and sales while ensuring compliance on a robust platform. It addresses all types of mortgages and insurance needs, with further integrations to sourcing systems. Additionally, it facilitates the management of client debt portfolios in line with debt management plans or similar arrangements. This comprehensive client and lender management platform includes document management and numerous other functionalities. Utilize the available tools designed for lenders, financial services brokers, and other clients to effectively handle your caseload while nurturing your business sources. The software is a versatile yet powerful resource, featuring a layered database structure that permits access at Master Broker, Packager, or Distributor levels, each with specialized functionalities. Furthermore, it adapts to the evolving needs of the financial services landscape, ensuring that users remain efficient and compliant.

Elevate your enterprise with THOUGHT BOX, propelling your journey towards a digital transformation in the E-Remittance and E-Payment sectors through cutting-edge technological innovations. Our foundation is built on years of dedicated research and analysis, specifically tailored for mobile remittance solutions. With THOUGHT BOX’s advancements in mobility, your organization can enhance its service delivery to customers like never before. Our solutions are designed to be highly scalable, effectively addressing performance challenges as your business expands, with IntellEx and Qomply powered by a robust technology stack engineered for optimal scalability and performance. The quick setup process of IntellEx and Qomply allows your organization to begin operations effortlessly, utilizing configurable modules that require absolutely no technical expertise to get started. For the first time, we introduce Mobile Management within IntellEx, empowering managers to oversee their operations from any location, ensuring that you remain connected and in control of your business at all times. With IntellEx Mobile, you can truly manage your enterprise on the go, optimizing productivity and responsiveness.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

Flowpilot ensures complete transparency in all financial dealings, allowing you to seamlessly link your bank and accounting departments with just a few clicks to effectively plan your future cash flow. By leveraging insightful scenarios, you can enhance your business decisions with the aid of intelligent tools and AI. Flowpilot provides daily connections to your bank accounts while integrating them with your accounting processes. This approach guarantees that your data is consolidated, enabling you to operate with absolute accuracy. Unlike our competitors, you can try our software at no cost and explore all its features through a product demonstration. After the trial, you have the flexibility to cancel your subscription on a monthly basis. Developed in Berlin by experts in finance, Flowpilot caters specifically to the requirements of local medium-sized enterprises. All your data is securely stored in clouds "Hosted in Germany," ensuring maximum protection. Whenever you have a question or concern, our dedicated support team is readily available to assist you personally and efficiently. With Flowpilot, managing your finances becomes not only easier but also more reliable.

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.

PreIPO® stands out as a revolutionary global fintech entity. This transformative private equity platform is meticulously crafted to enhance distribution, boost liquidity, and make the capital formation process accessible for issuers, intermediaries, and investors alike. Serving as a central hub, PreIPO enables accredited investors and qualified purchasers, including both on-shore and off-shore family offices, to effortlessly explore and engage in pre-IPO transactions. We collaborate with professionals from the financial services sector, such as investment bankers, broker-dealers, private equity firms, hedge funds, and venture capitalists, to feature their investment opportunities. By utilizing the PreIPO platform, participants can leverage state-of-the-art technology, exclusive tools, and invaluable insights to ensure optimal distribution and liquidity. Ultimately, PreIPO is committed to transforming the landscape of private equity and making significant strides towards greater financial inclusivity.

Aerotruth offers a streamlined solution for financial service institutions to efficiently onboard and oversee their relationships with fintech, banking, and correspondent partners. The onboarding of new partners and the regular evaluation of B2B collaborations typically require the exchange of numerous documents for compliance verification, a process that can extend for several months. However, this does not need to be the case. With Aerotruth, institutions can simplify and accelerate the document exchange and approval workflow, enabling quicker due diligence on both new and existing partners. This innovative platform is cloud-based, providing a secure and seamless environment for institutions to exchange, store, and approve vital documents essential for maintaining regulatory compliance throughout the onboarding and review phases. By leveraging Aerotruth, financial institutions can not only save time but also enhance their operational efficiency in managing partner relationships.

At the heart of our comprehensive, safe, and budget-friendly solution lies the capability to minimize risk and gain enhanced oversight of the Standing Settlement Instruction (SSI) process. In response to the current market's settlement failure rates, SSImple significantly improves the communication and processing of SSIs. By facilitating early SSI matching across various asset classes such as equities, fixed income, cash, and FX, our platform effectively reduces potential disputes, as every action is supported by immutable records. Additionally, users can enjoy a high level of visibility with an overview of SSI communications at each phase of the process. As trading entities within both EU and non-EU jurisdictions navigate the complexities of ownership records, it is crucial for market participants to prepare for the upcoming Settlement Regime by strengthening their settlement processes. This proactive approach ensures that they remain compliant and competitive in an evolving market landscape.

The implementation options offered are entirely flexible and customizable, encompassing bespoke solutions, private cloud setups, or on-premise deployment, along with tailored functionalities, white-labeling, and adaptive workflows that can respond in real-time to data from various external sources. Our platform, Aurora, effectively digitizes and automates comprehensive capital market processes, including bond issuance and the management of post-trade data. Aurora can be specifically configured to create workflows for any participant in the primary markets value chain, serving as an internal tool for organizations or facilitating interactions with external stakeholders to foster smooth user experiences. Additionally, the platform supports both structured and unstructured data sources, which can be easily transformed into standardized formats, ensuring seamless data management across teams by utilizing both internal and external services. To further assist users, a library of templates featuring machine-readable, legally compliant documents has been assembled, all crafted by leading law firms specializing in capital markets, thereby enhancing the efficiency and reliability of documentation processes. This comprehensive approach ensures that organizations can adapt quickly to market changes and regulatory requirements.

Payability is at the forefront of empowering eCommerce sellers by offering seamless cash flow and working capital solutions. As the premier funding platform for online businesses, it supplies essential growth capital to countless seller-entrepreneurs based on their sales performance in various marketplaces. To meet the increasing demand, 5 Strands Affordable Testing opted for Instant Access, allowing them to receive daily payments for their Amazon sales and reinvest immediately into their operations. With the help of Instant Access, 5 Strands has successfully scaled their business according to their vision, all while avoiding debt and steering clear of external investors. Since partnering with Payability, they have expanded their office space significantly, experienced a remarkable surge in sales, and ensured that their entire team benefits from comprehensive and affordable health insurance. This newfound financial flexibility has not only transformed their operations but also enhanced their overall employee satisfaction and productivity.

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.

Magic Software has strategically assembled a leadership team with extensive industry expertise in nurturing and managing technology ventures while effectively utilizing global talent resources. This leadership has developed reusable frameworks and proprietary technology aimed at providing innovative digital solutions. Notably, Magic Software has cultivated a strong specialization in creating digital solutions that utilize content digitization alongside unstructured and alternative data. These digital offerings are designed to harness advancements in digitization and automation tools, ultimately aiming to enhance specific functional outcomes, whether that be in learning or operational efficiency. By focusing on these areas, Magic Software is positioning itself to drive significant improvements for its clients.

At Jocata Financial Advisory and Technology, we are focused on developing innovative solutions for the BFSI sector, including digital lending, onboarding, AML, and fraud management systems. Based in Hyderabad, we cater to numerous prominent banks and NBFCs both in India and internationally. Our advanced technology platform, Jocata GRID, is designed as a dynamic digital ecosystem that efficiently processes millions of transactions daily, providing solutions that enhance business growth, improve operational efficiency, deliver risk-adjusted insights, and maintain regulatory compliance. Our customizable workflow engine integrates all essential operational participants into a cohesive virtual platform, facilitating effective management and oversight of business processes. We streamline the process of gathering customer information from various sources such as financial institutions, watchlists, statutory authorities, credit bureaus, and social networks, and we leverage cutting-edge technologies to analyze this data before presenting it in the most user-friendly format possible. This holistic approach not only strengthens our clients' capabilities but also positions them to adapt to the rapidly evolving financial landscape.

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.