Wealthbox
wealthbox.com
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.
Affinity
affinity.co
Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network and source their next big opportunity. Affinity’s CRM integrates billions of data points from the data every organization is sitting on, but not utilizing: data inside our email, calendar streams, and other disparate systems. By bringing this data together, Affinity supercharges how teams manage relationships by automating away their data entry, never dropping the ball on key leads, and unlocking warm introductions to key decision-makers. Got no time for manually filling your CRM? Making decisions about your deals using guesswork? If this is the case, Affinity is built for you so you can stay focused on doing what you do best: build strategic, long-term relationships. If you’re already using a CRM, you can still Affinity by integrating the relationship intelligence into it with Affinity’s 100s of integrations. Join 10,000+ users in 60+ countries who are using Affinity to better leverage their network.
Creatio
creatio.com
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.
ComplyCube
complycube.com
ComplyCube is an all-in-one platform for automating and simplifying Identity Verification (IDV), Anti-Money Laundering (AML), and Know Your Customer (KYC) compliance. The AI-powered platform helps businesses automate digital customer onboarding and eKYC processes by verifying their identity using facial & behavioral biometrics and corroborating their bio-data against over 3,000 data points across the globe. ComplyCube currently powers established businesses across fintech, banking, telecoms, transportation, and e-commerce.
Maximizer
maximizer.com
Maximizer is a powerful CRM solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today!
iDenfy
idenfy.com
iDenfy is a global all-in-one identity verification, fraud prevention, and compliance platform best known for its end-to-end ID verification service. By combining artificial intelligence, biometric technology, and an in-house team of KYC experts, iDenfy helps prevent fraud and stay compliant while ensuring a user-friendly customer onboarding process. Recently, iDenfy introduced its own KYB version, a fully customizable Business Verification solution.
NorthRow
northrow.com
NorthRow is an award-winning, highly secure KYC (know your customer), ID&V (identity and verification) cloud software that helps compliance teams with digital transformation from streamlining their processes to enhanced visibility at scale. With an extensive breadth of experience and leading software solutions, NorthRow helps businesses to successfully onboard new clients and employees. We do this through robust compliance, monitoring and remediation capabilities giving you peace of mind knowing the burden of risk management is taken care of. We unlock more time for you to focus on the single most important task - growing your business safely.
Pascal
pascal.vartion.com
Pascal is a compliance support platform designed for staff in financial services companies. It is primarily used for Know Your Customer (KYC) and Customer Due Diligence (CDD) processes, but can also be utilized for screening potential clients and business partners in and outside the financial sector. Pascal's AI models analyze a range of open-source data and client-specific data, using AI, machine learning, and Natural Language Processing techniques. This enables the tool to "read", interpret, and structure adverse media in various languages. One of the key benefits of Pascal is its ability to simplify and expedite client onboarding processes. By automating much of the work, Pascal offers users a clear overview and insights in just a few simple steps. Continuous monitoring is another important feature of Pascal. Instead of periodic checks, it provides real-time alerts when risks or issues arise, ensuring organizations are always up-to-date with their clients or third parties. Pascal also focuses on reducing false positives, providing more accurate relevance predictions, and saving users time. It is designed to evolve alongside changing laws and regulations, resulting in increasingly accurate results.The user interface of Pascal is highly intuitive, making compliance management simpler and more enjoyable. Its collaborative features allow different stakeholders, such as client-facing staff and compliance managers, to work together seamlessly.Furthermore, Pascal ensures transparency by logging every search and decision, providing a complete audit trail. Its secure solution is reinforced by ISAE 3402-II certification and assurance statement.Overall, Pascal is an efficient, accurate, and flexible compliance tool that streamlines processes, reduces false positives, and facilitates collaboration within organizations.
Zenoo
zenoo.com
Zenoo gives you everything you need to create personalized, high-converting onboarding experiences with blazing speed — using the lightweight tools and standards developers love.
Griffin
griffin.com
Griffin is a new wholesale ("infrastructure"‚ã) challenger bank in the UK. We provide a technology platform to fintechs that need custodial accounts and access to interbank payments. All of our technical systems are built from scratch, enabling us to move faster than existing banks burdened by legacy tech. We also provide fully integrated compliance solutions so that our clients can satisfy KYC and AML requirements in real time.
Know Your Customer
knowyourcustomer.com
Know Your Customer provides next generation digital on-boarding solutions to financial institutions and regulated organisations around the world. We empower compliance teams to better protect their business and efficiently perform all necessary KYC and AML checks on both corporate and individual customers, centralising the on-boarding process through a uniquely easy-to-use platform. Our technology accelerates the time needed to onboard a new corporate client from an industry average of 26 days to 1 day, generating considerable savings for the company. With offices in Hong Kong, Singapore, Shanghai, and Dublin, Know Your Customer has established a global presence and a reputation for excellence. Our customer list spans across 11 verticals - including banking, FinTech, insurance, payments, real estate, asset management, legal firms - and 18 jurisdictions.
Taktikal
taktikal.com
Taktikal is a powerful workflow automation tool for client onboarding procedures with built-in electronic document signing, identity verification, AML & KYC compliance, document sealing, and more. Taktikal is trusted by global financial institutions, governments, non-profits, and other industry leaders for our reliable and secure client onboarding solutions.
Docupace
docupace.com
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
LeadCenter.AI
leadcenter.ai
The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.
TaskSuite
tasksuite.com
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
4Degrees
4degrees.ai
The 4Degrees CRM provides intelligent relationship and deal management tools to help your team get the most out of your professional networks. We're built for deal-driven industries, including venture capital, private equity, mergers & acquisitions, investment banking, commercial real estate, and consulting. Our software combines the ability to search your team's network easily and intuitively, with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward.
Hubly
myhubly.com
Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.
Datasite
datasite.com
Datasite is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. Datasite provides secure software solutions for managing the full spectrum of financial transactions — including M&A, restructuring and administration, and capital raising. Our intuitive platform offers rigorous security enabling file sharing and collaboration within and across organizations. More than a virtual data room (VDR), Datasite supports advisors and their clients across the entire deal lifecycle with secure collaborative software that shortens timelines for buy-side and sell-side teams from deal sourcing and deal preparation to post-merger integration (PMI) while meeting regulatory compliance — including GDPR and CCPA requirements. As the premier virtual data room for M&A due diligence globally, Datasite is consistently recognized for breakthrough technologies that include AI/ML-enabled tools, such as automated redaction. Beyond due diligence, Datasite provides transaction and document management solutions for investment banks, corporate development, private equity, and law firms across industries.
Footprint
onefootprint.com
Footprint unifies onboarding, identity verification, and data security. Onboard your customers without worrying about storing their sensitive data afterwards.
NMI
nmi.com
NMI lets you create the ideal, full commerce offering, whether you’re an ISV looking to build better solutions, an ISO wanting to increase value in your services, or a Bank providing payment processing tools. And while we don't work directly with merchants, we enable you to provide your merchants the ability to accept payments at all points of engagement: in-store, mobile, online, and unattended.
Markaaz
markaaz.com
Onboarding and monitoring your small business customers has never been simpler. With our easy-to-use APIs, DIY no-code offerings, and custom combination services featuring small business engagement options, we quickly and easily help you deliver real-time customer verification for onboarding and efficient business monitoring of more small businesses at a very competitive price point. Powered by the Markaaz Directory, our proprietary business information database of over 300 million global business records, 98% of which are small businesses, our always available data combines firmographic, business health, and reputation data for a truly holistic view of each company you want to verify, monitor, or onboard, 24/7/365. Join us at www.markaaz.com/enterprise/
Vestlane
vestlane.com
Vestlane is the leading fund onboarding and managing platform. Our mission is to be the driving transformation engine for all interactions in the private markets industry from fundraising, communication, workflows, data processing, and systems integrations. Our clients already raised over €5 Billion and onboarded over 3000 Investors (LPs) with the help of Vestlane. From Investor onboarding to Capital Calls, we are the all-in-one suite for fund managers.
Caruso
getcaruso.com
Caruso is an innovative enterprise software platform revolutionising private market fund management. Designed specifically for fund managers in real estate, agriculture, private credit, and private equity sectors, Caruso replaces fragmented legacy systems with a comprehensive, unified solution that serves as the single source of truth for their investor data, so they can manage all their fund operations effortlessly in one place - onboard investors, manage compliance, raise capital, issue distributions, and everything in between. Caruso now manages over $15 billion in assets across more than 400 funds and 27,000 investors. Notable clients include industry leaders such as Balmain, Marquette, First Mortgage Trust, and IP Generation, representing billions in assets under management.
Strise
strise.ai
Strise is the leading KYC Intelligence System, trusted by banks and fast-growing fintech businesses. Strise offers a system that automates KYC and operationalises regulatory changes at 100x speed. ⎮Review, onboard, and monitor your customers with confidence. Why Strise? ・Increase the speed and accuracy of your team's KYC onboarding. Onboard your customers at 10x the average speed, with better intelligence and audit-proof documentation. ・Focus on the right customers with continuous KYC and monitoring. Understand the changing risk profiles of your customers. Strise will notify you when changes happen. ・Adapt to regulatory changes at 100x speed. Adjust your team's workflow and the content of your KYC checks in seconds through Strise's unique no-code regulatory model system. ・Get unparalleled global company insights. Get a connected view of global company data and the context you need on your customers to support better decisions at scale. Learn more at strise.ai.
Parallel
onparallel.com
Parallel is an easy-to-use workflow automation tool to manage document collection and signed forms, that allows professionals to avoid chasing their customers for the information they need. We help our users and their clients to work faster and better, while empowering organizations to transform document and information collection tasks into processes. With Parallel you can close processes faster by adding control, workflow automations, and collaboration to the processes.
Under.io
under.io
Under.io ~ Combine your sales and underwriting tools for a seamless merchant onboarding experience. Gather, verify, and export customer data easily. Create more customers with online forms, eSignatures, signer attachments, and underwriting tools built for sales teams on the move. Under.io will provide templates to get you and your team up and running within minutes. Start with lead and contact forms or utilize full merchant processing applications with mapped PDFs. Create a free account, upload your logos, and start creating more customers. Onboarding tools loved by sales, operations, and underwriting teams.
Identifee
identifee.com
The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.
Zapflow
zapflow.com
Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.
Altvia
altvia.com
As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia's purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience. With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry's unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market.
Checkboard
checkboard.com
Checkboard is your all-in-one compliance platform. Based in the UK, Checkboard offers Law firms, Conveyancers, Estate Agents, Landlords and Property Developers the ability to perform the most valuable AML, KYC, and Biometric ID checks. Allowing property professionals full autonomy as they can run them directly from the slick Checkboard platform and receive a comprehensive rated report on their clients within 15 minutes.
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