Wealthbox
wealthbox.com
Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.
Affinity
affinity.co
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
ComplyCube
complycube.com
ComplyCube is a platform that automates identity verification, anti-money laundering, and KYC compliance using biometrics and data validation.
Creatio
creatio.com
Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.
iDenfy
idenfy.com
iDenfy is an identity verification platform that uses AI and biometric tech to ensure secure user verification and compliance for businesses.
Maximizer
maximizer.com
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
NorthRow
northrow.com
NorthRow simplifies KYC and identity verification processes for compliance teams, improving efficiency and reducing risks in client onboarding.
Pascal
pascal.vartion.com
Pascal is a compliance support platform for financial services, focusing on KYC and CDD processes, automating client screening, monitoring, and collaboration.
Markaaz
markaaz.com
Markaaz simplifies onboarding and monitoring of small business customers through easy APIs and a comprehensive database with real-time verification and business insights.
Checkboard
checkboard.com
Checkboard is a compliance platform for property professionals in the UK, enabling AML, KYC, and biometric ID checks with detailed reports in 15 minutes.
Zenoo
zenoo.com
Zenoo helps create customized onboarding experiences quickly using tools and standards favored by developers.
Griffin
griffin.com
Griffin is a UK challenger bank providing a tech platform for fintechs with custodial accounts, interbank payments, and integrated compliance solutions.
Know Your Customer
knowyourcustomer.com
The Know Your Customer app streamlines identity verification for businesses, ensuring compliance with KYC and AML regulations while reducing onboarding time and paperwork.
Taktikal
taktikal.com
Taktikal is a workflow automation tool for client onboarding, offering electronic signing, identity verification, and compliance solutions for various organizations.
Docupace
docupace.com
Docupace is a digital document management app for wealth management firms, streamlining workflows, client onboarding, and document processing while ensuring compliance and security.
Under.io
under.io
Under.io integrates sales and underwriting tools to simplify merchant onboarding, enabling easy data collection, verification, and client management.
LeadCenter.AI
leadcenter.ai
LeadCenter.AI is an AI-powered platform for financial advisors that automates sales and marketing processes to enhance lead management and customer insights.
TaskSuite
tasksuite.com
TaskSuite is a cloud-based loan management platform that automates and streamlines the loan lifecycle, enhancing efficiency for brokers and lenders.
4Degrees
4degrees.ai
4Degrees is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.
Hubly
myhubly.com
Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Footprint
onefootprint.com
Footprint streamlines customer onboarding, identity verification, and data security, allowing you to onboard clients without storing their sensitive information.
NMI
nmi.com
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Caruso
getcaruso.com
Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.
Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
Strise
strise.ai
Strise automates KYC processes for banks and fintechs, enhancing onboarding speed, monitoring customer risk, and adapting to regulatory changes efficiently.
Parallel
onparallel.com
Parallel is a workflow automation tool for managing document collection and signed forms, helping professionals streamline processes and improve collaboration.
Identifee
identifee.com
Identifee is an engagement platform for financial services that provides automated insights and training to enhance customer experience and increase revenue.
Zapflow
zapflow.com
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Altvia
altvia.com
Altvia is a platform for private equity firms that streamlines fundraising, tracks investor engagement, and manages communications and data analysis for better capital raising.
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