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description: Page 3 - Discover the best Financial Services Software in Ireland. Compare top Financial Services Software tools with customer reviews, pricing and free demos.
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title: Page 3 - Best Financial Services Software in Ireland - 2026 Reviews, Pricing & Demos
---

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# Financial Services Software

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## Products

1. [finban](https://www.softwareadvice.ie/software/450551/finban) — 4.7/5 (12 reviews) — finban is a cloud-based liquidity planning software that helps businesses forecast and manage their cash flow. The so...
2. [Cledara](https://www.softwareadvice.ie/software/373811/cledara) — 4.5/5 (11 reviews) — From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that co...
3. [Finario](https://www.softwareadvice.ie/software/72443/finario) — 4.8/5 (11 reviews) — Finario offers a cloud-based capital planning solution that helps enterprises create a single source of truth for Cap...
4. [Clay](https://www.softwareadvice.ie/software/377265/clay) — 4.7/5 (10 reviews) — Clay is a financial and accounting platform designed to automate financial management and bank reconciliation process...
5. [Forecastr](https://www.softwareadvice.ie/software/419056/forecastr) — 4.5/5 (10 reviews) — Forecastr is like an out-of-the-box finance function for startups and small businesses. Forecastr's team uses data to...
6. [VigilantPay](https://www.softwareadvice.ie/software/441755/vigilantpay) — 4.5/5 (10 reviews) — By positioning itself between an organization's Payroll and ERP systems and their banking platform, VigilantPay can a...
7. [DynamicDocs Excel to PDF Add-in](https://www.softwareadvice.ie/software/536546/DynamicDocs-Excel-to-PDF-Add-in) — 5.0/5 (10 reviews) — DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to cr...
8. [MeridianLink DecisionLender](https://www.softwareadvice.ie/software/76629/decision-lender) — 4.7/5 (9 reviews) — MeridianLink DecisionLender is a cloud‑based loan origination and decisioning platform designed to help consumer lend...
9. [SnapAP](https://www.softwareadvice.ie/software/103892/snap-ap) — 4.4/5 (9 reviews) — SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment man...
10. [nCino Cloud Banking Platform](https://www.softwareadvice.ie/software/202270/ncino-cloud-banking-platform) — 4.3/5 (8 reviews) — nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. Through its single software-as-a-service (SaaS) Cloud ...
11. [Kyriba](https://www.softwareadvice.ie/software/322433/kyriba) — 4.4/5 (8 reviews) — Kyriba is a cloud-based treasury management software that helps businesses gain an overview of asset liquidity and mo...
12. [Justt](https://www.softwareadvice.ie/software/341307/justt) — 4.3/5 (7 reviews) — Founded in 2020, Justt is the world's first smart chargeback solution that tailors each response and improves over ti...
13. [FAD](https://www.softwareadvice.ie/software/204847/fad) — 4.9/5 (7 reviews) — FAD is a digital signature solution designed to help businesses sign and validate documents using mobile devices. It ...
14. [Growfin](https://www.softwareadvice.ie/software/354324/growfin) — 4.3/5 (6 reviews) — Strategize and automate your collections with Growfin. The platform enables businesses to reduce DSOs, accelerate cas...
15. [Dancing Numbers](https://www.softwareadvice.ie/software/121336/dancing-numbers) — 3.5/5 (6 reviews) — Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, expo...
16. [timveroOS](https://www.softwareadvice.ie/software/400070/timvero-core) — 5.0/5 (6 reviews) — timveroOS is an end-to-end lending platform that brings loan origination and loan servicing together in a single, ext...
17. [SBS Core Banking](https://www.softwareadvice.ie/software/442042/sbp-core-banking) — 3.8/5 (6 reviews) — SBS Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital serv...
18. [TreasuryView](https://www.softwareadvice.ie/software/367133/treasuryview) — 4.8/5 (6 reviews) — TreasuryView is a treasury management platform that automates the tracking, valuation, and reporting of bank loans, i...
19. [Ivalua](https://www.softwareadvice.ie/software/61641/ivalua) — 3.8/5 (6 reviews) — Ivalua is a cloud-based Source-to-Pay (S2P) platform powered by AI Agents and built for mid-size to enterprise organi...
20. [SAP Taulia](https://www.softwareadvice.ie/software/445917/taulia) — 4.8/5 (6 reviews) — SAP Taulia, a global fintech leader, delivers AI-powered working capital solutions that unlock liquidity and drive su...
21. [Financial Services Cloud](https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews) — Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance in...
22. [Oracle FLEXCUBE](https://www.softwareadvice.ie/software/338353/oracle-flexcube) — 4.0/5 (5 reviews) — Oracle FLEXCUBE is a banking management and loan servicing solution that helps businesses design, launch, and manage ...
23. [ORYX](https://www.softwareadvice.ie/software/283963/oryx) — 4.4/5 (5 reviews) — ORYX Plan is a financial planning solution that streamlines the process of creating and executing financial plans. Wi...
24. [Xmonies](https://www.softwareadvice.ie/software/422322/xmonies) — 4.8/5 (5 reviews) — Xmonies, is a cloud-based International/Cross Border Remittance and Payments Platform fully owned by XeOPAR Fintech P...
25. [Betterment](https://www.softwareadvice.ie/software/498740/Betterment) — 4.2/5 (5 reviews) — Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offe...

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## Related Categories

- [Financial Reporting Tools](https://www.softwareadvice.ie/directory/1904/financial-reporting/software)
- [Expense Report Software](https://www.softwareadvice.ie/directory/427/expense-management/software)
- [Accounting Software](https://www.softwareadvice.ie/directory/4220/accounting/software)
- [Spend Management Software](https://www.softwareadvice.ie/directory/4086/spend-management/software)
- [Accounts Payable Software](https://www.softwareadvice.ie/directory/1851/accounts-payable/software)

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It helps businesses centralize financial information in one location, facilitating collaboration between accountants and business owners. The platform is suitable for digital service companies, multi-company operations, commercial businesses, and other industries in the Chilean market.\n\nThe software includes automatic bank reconciliation powered by an AI-driven matching engine, automating a significant portion of reconciliation tasks. It connects with multiple banks, the Chilean Tax Service, and TGR through a banking API, providing access to bank transactions, balances, and tax documents. Features include cash flow projections, automated accounting entries, financial reporting tools such as balance sheets and income statements, and tax management functions. It supports multi-company management from a single dashboard, allowing users to switch between company accounts efficiently.\n\nClay consolidates financial data from banks, ERP systems, and spreadsheets into an organized platform. It generates financial and accounting reports, manages customer and supplier information, and provides a control panel with key performance indicators. The platform also handles automated collections and invoicing through the Chilean Tax Service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad6bf0c2-1b7e-4025-85c5-271235d16fb5.png","url":"https://www.softwareadvice.ie/software/377265/clay","@type":"ListItem"},{"name":"Forecastr","position":5,"description":"Forecastr is like an out-of-the-box finance function for startups and small businesses. Forecastr's team uses data to create better financial outcomes. Providing a financial modeling platform, Forecastr supports users every step of the way to build and maintain a model that helps them make better decisions, hit growth targets, and succeed in fundraising. Forecast with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/541ddaef-1134-4836-abdf-6b69ab758b05.png","url":"https://www.softwareadvice.ie/software/419056/forecastr","@type":"ListItem"},{"name":"VigilantPay","position":6,"description":"By positioning itself between an organization's Payroll and ERP systems and their banking platform, VigilantPay can analyze proposed payments before the bank is instructed to execute the transaction. VigilantPay's integration in these payment and approval processes enables the automation of robust checks and ensures separation of duty. Additionally, our solution does not require IT integration, making it easy to set up and use in a matter of hours.\n\nDuring the critical approval stage, VigilantPay performs a range of cross checks within seconds. These checks are impossible to perform in real-time by manual means. In the event of erroneous payments, VigilantPay highlights these errors and alerts the appropriate authorizer or owner.\n\nTo achieve this, VigilantPay receives payment batch files from the company's accounting or payroll system. It then leverages multiple algorithms powered by AI to scrutinize and compare the bank accounts associated with each proposed transaction. Suspicious transactions are then brought to the attention of the appropriate parties for review before payment is made, helping prevent fraudulent or erroneous payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b8f37a48-8100-49e4-89b1-45fa8a77f285.jpeg","url":"https://www.softwareadvice.ie/software/441755/vigilantpay","@type":"ListItem"},{"name":"DynamicDocs Excel to PDF Add-in","position":7,"description":"DynamicDocs Excel to PDF Add-in is a tool designed to convert MS Excel data into PDF documents. It allows users to create professional-quality reports directly within the MS Excel environment. The add-in supports features such as dynamic charts, tables, and logical structures, including if-statements and for-loops. Generated PDFs are automatically saved to a designated folder on the computer.\n\nThe add-in includes access to an online template library with pre-designed options and supports custom templates created using LaTeX for advanced customization. It enables users to generate multiple PDFs simultaneously through asynchronous calls. Users can also use DynamicDocs Excel to PDF Add-in to create JSON payloads from spreadsheet data to streamline the document creation process. The interface is designed to be user-friendly for basic tasks while offering advanced functionality for more complex operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/809a6ad5-cf20-4bfc-a8db-5b397e3484f4.png","url":"https://www.softwareadvice.ie/software/536546/DynamicDocs-Excel-to-PDF-Add-in","@type":"ListItem"},{"name":"MeridianLink DecisionLender","position":8,"description":"MeridianLink DecisionLender is a cloud‑based loan origination and decisioning platform designed to help consumer lenders manage applications efficiently across direct and indirect channels. The system supports the full lending lifecycle, from application intake and automated decisioning to underwriting, documentation, and funding. Lenders can configure workflows, apply consistent credit policies, and integrate with third‑party data sources to streamline processing. DecisionLender also offers mobile‑friendly application experiences and dealer‑focused tools, making it suitable for organizations serving automotive, retail, and specialty finance markets. Its cloud architecture enables scalability, while real‑time reporting provides visibility into performance and lending trends.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/137301a7-d22d-479b-a895-dd97d4a13ccf.png","url":"https://www.softwareadvice.ie/software/76629/decision-lender","@type":"ListItem"},{"name":"SnapAP","position":9,"description":"SnapAP provides AP teams with a complete Procure-To-Pay digitized workflow, from requisition to strategic payment management. The cloud-based application is immediately available in a mobile environment. SnapAP automation provides enhanced accessibility, security and cash flow visibility, while maintaining your ERP investment. Featured functionalities include a supplier portal (free), requisitions capability, purchase orders, automated accruals, delivery receipts, invoice processing, payments manager, employee expenses, full audit controls, ERP integration, and artificial intelligence OCR data extraction (invoice/expense). SnapAP immediately adds value for any organization processing upwards of 1000 invoices monthly or managing active relationships with 100 or more external vendors. SnapAP users experience measurable results around accuracy, speed and cost savings. Improved accuracy is achieved with a 3-way matching approach and fully paperless AP process, allowing some clients to reduce defect rates as high as 30% down to under 2% overall. With SnapAP, some customers have reduced PO and AP processing times from as long as 2-weeks to same-day completion. Another benefit is lower processing cost from industry benchmark of $17.61 down to as low as $1.61 per-invoice cost. SnapAP is accessible with the latest internet browsers, Android and iOS mobile devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2597c6b-6bf3-41e8-a9c6-de6ec5a5c8df.png","url":"https://www.softwareadvice.ie/software/103892/snap-ap","@type":"ListItem"},{"name":"nCino Cloud Banking Platform","position":10,"description":"nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. Through its single software-as-a-service (SaaS) Cloud Banking Platform, nCino helps financial institutions serving corporate and commercial, small business, consumer, and mortgage customers modernize and more effectively onboard clients, make loans, manage the loan lifecycle, and open accounts. Transforming how financial institutions operate through innovation, reputation and speed, nCino is partnered with more than 1,850 financial services providers globally. \n\nPricing information is provided by nCino. Support is available via phone, email, and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/373bdc62-14e9-4b2a-a72a-3837950d2882.png","url":"https://www.softwareadvice.ie/software/202270/ncino-cloud-banking-platform","@type":"ListItem"},{"name":"Kyriba","position":11,"description":"Kyriba is a cloud-based treasury management software that helps businesses gain an overview of asset liquidity and monitor financial risks on a centralized platform. Professionals can generate cash forecasts based on specific days, weeks or months, manage multiple global bank accounts and track inter-company transactions. \n\nKyriba allows organizations to calculate interests, generate balance reports, maintain audit trails and track signatories to prevent financial frauds. Managers can determine potential trends and identify foreign exchange (FX) risks through actionable analytics. It also lets users process secure transactions in accordance with internal and external compliance standards. \n\nKyriba enables businesses to monitor currency exposure from balance sheets, forecasted transactions and cash flows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c004e95e-a882-4149-b44a-bcb842a83f84.png","url":"https://www.softwareadvice.ie/software/322433/kyriba","@type":"ListItem"},{"name":"Justt","position":12,"description":"Founded in 2020, Justt is the world's first smart chargeback solution that tailors each response and improves over time. Unlike template-based solutions, it uses AI-powered automation and domain expertise to generate dynamic arguments, customizing each response, no matter the volume or complexity. With a machine learning engine that's continuously running A/B tests in the background, Justt is the only chargeback solution that self-improves over time—helping merchants win more disputes effortlessly.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/84fc9df8-4040-44d0-beb7-e974dfe997a2.png","url":"https://www.softwareadvice.ie/software/341307/justt","@type":"ListItem"},{"name":"FAD","position":13,"description":"FAD is a digital signature solution designed to help businesses sign and validate documents using mobile devices. It secures the transfer of information across systems using Transport Layer Security (TLS) protocols. \n\nFAD enables organizations to ensure compliance with various federal and commercial regulatory standards. The platform protects files using Advanced Encryption Standard (AES) and shares signed documents with required stakeholders. Additionally, it verifies fingerprints and captures videos of clients while signing documents.\n\nFAD offers mobile applications for Android and iOS devices, allowing professionals to sign promissory notes, receipts, contracts and other documents, even from remote locations. Pricing is available on request and support is extended via phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/20ed79e3-8a2e-4d4c-87c0-b09dbd648c77.png","url":"https://www.softwareadvice.ie/software/204847/fad","@type":"ListItem"},{"name":"Growfin","position":14,"description":"Strategize and automate your collections with Growfin. The platform enables businesses to reduce DSOs, accelerate cash inflow, improve the productivity of sales and finance teams by 40%, get predictability and forecasting into cash inflow, provide a better customer payment experience and dispute resolutions, and improve working capital and reduce overall outstanding.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59ff6680-3b7f-4abf-8664-16438cb5516a.png","url":"https://www.softwareadvice.ie/software/354324/growfin","@type":"ListItem"},{"name":"Dancing Numbers","position":15,"description":"Dancing Numbers is a data management solution that helps small to midsize businesses using QuickBooks to import, export, and delete transactions across the system. The solution enables managers to organize and store files, remove unwanted transactions and restore deleted data from the bin in real-time.\n\n\nIt offers an SSL encryption functionality, which lets professionals securely share data or information with clients, customers, and business partners. Additionally, administrators can use Dancing Numbers to send or receive invoices, employee payroll lists, sales orders, credit card statements, journal entries, wage items, inventory adjustment and other files in CSV and ZIP formats.\n\n\nDancing Numbers allows teams to upload files in bulk using filters and handle information when data transfer is taking place. Pricing is based on annual subscriptions and support is extended via phone, email, live chat, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12f7c705-72ff-4a27-930e-25beccb5ca0c.png","url":"https://www.softwareadvice.ie/software/121336/dancing-numbers","@type":"ListItem"},{"name":"timveroOS","position":16,"description":"timveroOS is an end-to-end lending platform that brings loan origination and loan servicing together in a single, extensible system.\n\nIts origination capabilities support automated underwriting, credit policy enforcement, and complex approval workflows, enabling banks and fintechs to onboard borrowers efficiently while maintaining regulatory compliance.\n\nThe servicing capabilities cover billing, repayment schedules, collections, and borrower communications, with support for configurable servicing logic and automated notifications across the loan lifecycle.\n\nBuilt on a framework-native architecture, timveroOS allows lenders to adapt workflows, risk logic, and integrations to their specific products, markets, and operational requirements—without rebuilding core lending functionality. This approach helps institutions respond to market changes, maintain operational reliability, and deliver a consistent borrower experience at scale.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8473c148-b409-4c24-a03a-69a6ce535610.png","url":"https://www.softwareadvice.ie/software/400070/timvero-core","@type":"ListItem"},{"name":"SBS Core Banking","position":17,"description":"SBS Core Banking empowers banks to modernize legacy systems, ensure compliance, and deliver personalized digital services at scale\n\nSBS Core Banking is a next-generation, modular core banking platform built to meet the demands of modern digital banking. Cloud-native and SaaS-based, it enables banks to move away from legacy systems and deliver secure, real-time, personalized services at scale.\n\nWith an open, API-first, and composable architecture, it integrates easily with fintechs and third parties—accelerating time-to-market and enhancing customer experience. Modular rollout and a model bank approach support progressive modernization, minimizing disruption while reducing costs and technical debt.\n\nSBS Core Banking covers essential functions including compliance, onboarding, accounts, lending, and payments. Designed for energy efficiency and data privacy, it supports banks’ ESG goals. The platform delivers higher ROI through lower TCO, greater agility, and seamless digital experiences—powered by SBS’s decades of industry expertise.\n\nNew Revenue Streams\nSBS Core Banking enables easy integration of third-party services, helping banks offer partner solutions and unlock new revenue opportunities.\n\nReduced Costs\nComposable architecture, a pre-configured model bank, SaaS deployment, and value-based pricing reduce operational and infrastructure costs.\n\nOperational Efficiency\nElastic infrastructure lets banks scale seamlessly without worrying about backend capacity.\n\nFaster Time-to-Market\nBanks can manage product catalogs and launch new offerings in as little as one day, enabling rapid response to customer demands.\n\nEnhanced Customer Experience\nAI-powered, real-time personalization improves satisfaction and boosts retention.\n\nAll-in-One Platform\nSBS offers a full-stack solution - from backend to front-end - plus best-in-class, pre-integrated partners for fraud, data, and AI.\n\nBetter Employee Experience\nA modern design system and full API access improve UI/UX, streamline operations, aid compliance, and attract next-gen talent.\n\nProgressive Modernization\nComposable architecture allows phased transformation, letting banks modernize at their own pace without risky overhauls.\n\nTrusted Transformation Partner\nAs a European leader with 40+ years of experience, SBS delivers complete solutions with a strong track record of successful go-lives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/074f3ff4-2502-446e-b7eb-0da04f07b393.png","url":"https://www.softwareadvice.ie/software/442042/sbp-core-banking","@type":"ListItem"},{"name":"TreasuryView","position":18,"description":"TreasuryView is a treasury management platform that automates the tracking, valuation, and reporting of bank loans, intercompany debt, and hedging instruments for finance and treasury teams in mid-market organizations. The platform replaces error-prone Excel-based workflows with a centralized system of record that integrates global market data, eliminating manual data entry for interest accruals, derivative valuations, and cash-flow forecasting.\nDesigned for commercial real estate firms, family offices, housing associations, public sector treasury teams, and mid-market companies, TreasuryView serves finance professionals who manage complex loan portfolios and derivatives across multiple entities — but lack the budget or IT infrastructure for traditional enterprise TMS solutions.\nThe software consolidates bank loans, intercompany funding arrangements, and hedging instruments into a unified reporting workspace. External market data from 30+ global sources is pre-integrated into the platform, keeping derivative valuations, EURIBOR-linked interest calculations, and currency cash-flow forecasts current without manual updates.\nCore capabilities include:\n\nAutomated debt lifecycle management that calculates cash-flow schedules and interest accruals across multiple loan facilities without manual formula updates\nReal-time market data integration for interest rate swaps, caps, and foreign exchange instruments with valuations updated automatically\nMulti-entity debt consolidation that tracks intercompany loans, bank debt, and hedging positions across group structures in a single workspace\nExecutive and board-level reporting that converts granular transaction data into standardized reporting packages within minutes\nScenario modeling for analyzing the impact of interest rate movements across the full debt and derivatives portfolio\nAudit trail functionality with detailed logs and pre-configured modules that support month-end closes and external audit requirements\n\nCommon use cases include tracking portfolios with 50+ individual loan facilities, calculating monthly interest accruals for intercompany lending across entities, valuing interest rate swaps and caps for quarterly financial statements, and preparing debt reporting packages for CFOs and boards.\nUnlike enterprise TMS platforms that require six-month implementations and dedicated IT teams, TreasuryView is structured for rapid deployment — reaching operational status within 24 hours. The platform runs on a monthly subscription model with no long-term contract commitment, giving mid-market finance teams access to professional-grade treasury tools at a fraction of enterprise cost.\nTreasuryView operates on Microsoft Azure Germany infrastructure, with automated backups, SSO via Azure AD, and optional API connectivity to existing ERP and TMS systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9528c2b5-c9e4-4624-b447-d50196314902.png","url":"https://www.softwareadvice.ie/software/367133/treasuryview","@type":"ListItem"},{"name":"Ivalua","position":19,"description":"Ivalua is a cloud-based Source-to-Pay (S2P) platform powered by AI Agents and built for mid-size to enterprise organizations. Trusted by the world’s most admired brands, Ivalua empowers procurement, supply chain, and finance teams to manage ALL spend and ALL suppliers on ONE platform—improving spend visibility, reducing risk, enhancing supplier collaboration, and boosting productivity.\n\nBuilt on a single code base and unified data model, Ivalua delivers a consistent user experience and complete data integrity. Seamless ERP and third-party integrations, paired with no-code/low-code configurability, enable organizations to innovate, stay agile, and future-proof their procurement operations—driving adoption, compliance, and reliable reporting. With 95%+ customer retention, Ivalua is the foundation for strategic procurement transformation.\n\nKey capabilities: Strategic Sourcing, Supplier Management, Contract Lifecycle Management, eProcurement, Invoicing, Intake Management, GenAI.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e3a88131-6fec-4b8f-8d6a-10d0ab0f6852.jpeg","url":"https://www.softwareadvice.ie/software/61641/ivalua","@type":"ListItem"},{"name":"SAP Taulia","position":20,"description":"SAP Taulia, a global fintech leader, delivers AI-powered working capital solutions that unlock liquidity and drive supply chain resilience. With a global network of 40+ funding partners and over $800 billion in annual transaction volumes, SAP Taulia offers the most comprehensive set of working capital management tools in the industry - seamlessly embedded into SAP’s Business Suite. Trusted by global leaders like Airbus, Red Bull, T-Mobile, and Bridgestone, SAP Taulia’s reliable and innovative platform empowers businesses to accelerate cash flow and unlock growth opportunities at scale.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b2255164-1307-4c8e-922c-e3f79e1ba0bc.png","url":"https://www.softwareadvice.ie/software/445917/taulia","@type":"ListItem"},{"name":"Financial Services Cloud","position":21,"description":"Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b1c4f0f-6a29-4932-b64e-87a1e58a57d4.png","url":"https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud","@type":"ListItem"},{"name":"Oracle FLEXCUBE","position":22,"description":"Oracle FLEXCUBE is a banking management and loan servicing solution that helps businesses design, launch, and manage financial products based on multiple parameters, such as languages, currencies, entities, countries, markets, customers, and more on a centralized platform. Fund companies and distribution houses can create and manage products across multiple fund types, investor accounts, fee types, and transaction types. \n\nOracle FLEXCUBE allows staff members to utilize the microfinance module to manage loan disbursement, track nonperforming assets, monitor repayments, handle customer collaterals, access credit histories, and manage accounting in compliance with global regulatory guidelines, such as FATCA, CRS, and more. It lets users manage lending, deposits, Islamic banking, and other banking microverticals. Additionally, with the use of machine learning algorithms, team members can generate product recommendations and gain insights into customer segmentation, attrition, and lifetime value.\n\nOracle FLEXCUBE comes with an application programming interface (API), which allows businesses to integrate the platform with several third-party solutions. Pricing is available on request and support is extended via documentation, email, phone, and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dd0affa7-3083-4d7f-be36-3c14dbb5c6f4.jpeg","url":"https://www.softwareadvice.ie/software/338353/oracle-flexcube","@type":"ListItem"},{"name":"ORYX","position":23,"description":"ORYX Plan is a financial planning solution that streamlines the process of creating and executing financial plans. With Accountagility, companies can quickly and easily analyze their financial data, identify trends and patterns, and make informed decisions about their business strategy. This allows them to stay ahead of the competition and make the most of every opportunity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2a75ee30-0f07-475c-9b15-2c501eae3584.png","url":"https://www.softwareadvice.ie/software/283963/oryx","@type":"ListItem"},{"name":"Xmonies","position":24,"description":"Xmonies, is a cloud-based International/Cross Border Remittance and Payments Platform fully owned by XeOPAR Fintech Private Limited, a company registered in India. It lets users instantly send money to friends or family with their phone number or email address. With Xmonies, users can also request money from friends and family outside the country.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ef293630-f4dd-4be2-a2d3-131ce5493a61.png","url":"https://www.softwareadvice.ie/software/422322/xmonies","@type":"ListItem"},{"name":"Betterment","position":25,"description":"Betterment is an automated investing platform that helps individuals manage and invest their money. The platform offers diversified, expert-built portfolios tailored to customers' financial goals and includes options for cryptocurrency investing. \n\nBetterment's features include automated rebalancing, dividend reinvestment, and tax-loss harvesting to maximize returns. The platform also provides a high-yield cash account. For retirement savings, Betterment offers traditional, Roth, and SEP IRAs with planning tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff40d6e6-bc35-4889-95b5-4fa6d67c16d5.jpeg","url":"https://www.softwareadvice.ie/software/498740/Betterment","@type":"ListItem"}],"numberOfItems":25}
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