Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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Founded 2011
Find 20 competitors in the Financial Services Software. Compare other SaaS such as Moguyun, eSthenos Technologies and eSthenos Technologies. These CreditXpress competitors have raised $1M and together serve more than 16.6K customers and employ over 112 team members.
Financial Services Software
Provider of SaaS and operational services to financial institutions. The company provides services with gamified and socialized wealth management programs. The company developed a stock market simulator where brokers can interact with users online and sell their products to minimized cost.
Financial Services Software
Developer of a fin-tech platform designed to enhance efficiency to field force and aid in senior management decision making. The company's platform offers 'designed by users' CRM, loan origination System, lead management system, underwriting platform, Business Intelligence & analytics platform in multi languages which also comes with an offline support and bank grade security intended to offer insight into business operations in real time and furnish the fin-tech need of financial institutions
Financial Services Software
Developer of a fin-tech platform designed to enhance efficiency to field force and aid in senior management decision making. The company's platform offers 'designed by users' CRM, loan origination System, lead management system, underwriting platform, Business Intelligence & analytics platform in multi languages which also comes with an offline support and bank grade security intended to offer insight into business operations in real time and furnish the fin-tech need of financial institutions
Financial Services Software
Worlds first hybrid Fintech and Legaltech B2B cloud platform which uses AI to facilitate operational risk management & create SaaS contracts
Financial Services Software
DecisioningIT is a SaaS automated decisioning platform that uses AI to match various financial institutions credit parameters to consumers.
Financial Services Software
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey.
Financial Services Software
Finex is a cutting-edge mobile application designed exclusively for small and medium-sized businesses (SMBs) that aims to revolutionize the way they manage their finances. This innovative app serves as an online current account platform, offering a comprehensive suite of features to simplify financial operations, streamline processes, and enhance overall business efficiency.
Financial Services Software
Developer of a Saas platform designed for financial planning and budgeting. The company's cloud-based platform offers business intelligence dashboard, reporting tools, data integration and processing which calculates loan repayments & interests, discounted bills, overdrafts, term loan and links them to the overall financial budget, enabling businesses to analyze performance accurately and easily across different departments.
Financial Services Software
The Qaravan analytics platform helps community banks more efficiently and effectively benchmark their risk & performance profiles. Whether preparing for an exam or compiling material for the next board meeting, most bankers spend too much time researching, downloading, and formatting competitor data. Qaravan replaces this tedious process with a suite of software that allows you to shift your focus away from the data and toward the decisions that will drive a more successful strategy. What makes us stand out? CONVENIENT ACCESS: Qaravan's cloud-based solution provides a smarter, more intuitive interface to regulatory data and can be fully configured to remember your preferences. BETTER BENCHMARKING: Easily conduct more relevant peer analysis using Qaravan's powerful Custom Peer Group engine. DATA YOU CARE ABOUT: Pull together the precise information you're interested in--any combination of banks, metrics, and reporting periods--in seconds instead of hours. FORMATS YOU LIKE: Whether you're a "power user" that prefers to work in Excel, or an executive that prefers a more visual Dashboard, Qaravan reports can be built and automated to render in a variety of popular formats. FOR YOUR ENTIRE TEAM: Efficiently share reports and all underlying custom configurations with just a single mouse click.
Financial Services Software
ChatterQuant is an award-winning collective intelligence and natural language processing company servicing the financial industry. We use advanced machine learning algorithms to parse unstructured textual data and provide structured insights to banks, traders, hedge funds, and other financial institutions. Our commitment to innovation and excellence has been recognized by the industry, as we have won the TradeTech 2022 Innovation award, the 2022 IEC award, and the 2022 Hackfort award, among others. At ChatterQuant, we are passionate about using technology to improve the efficiency and effectiveness of financial trading. With our cutting-edge solutions, we help our clients stay ahead of the competition and achieve their goals.
Financial Services Software
OptiBroker is designed by Mortgage Brokers, for Mortgage Brokers. Our platform is an all-in-one solution changing the way broker and client interact, encompassing Protection, Mortgage Sourcing, Video Meetings, Identity checks and compliance
Financial Services Software
Chiefsight. ai is a Decision Intelligence company offering a comprehensive suite of Gen AI -powered SaaS applications that empower mid-market companies (200 - 3,000 employees) to quickly, accurately, and confidently make data-driven financial decisions. Chiefsight. ai applications leverage industry-specific benchmarks...
Financial Services Software
Solo & Smart is a digital platform dedicated to facilitating money management for the self-employed. Our app is designed to automate and systemise business administration for solo business owners, so they can focus on what they do best. All in one app catering for everything from free invoicing, quotes and receipt collection, along with automatic tax and super savings, detailed business reports, cash flow management to streamline your transfers, all in a simple set-and-forget nature. Solo and Smart also offers a game changing pay as you go insurance option. Never pay upfront premiums again; we make sure you only pay for what you use. ORGANISE - Send unlimited professional invoices and quotes from anywhere on any device. - Capture and store every receipt to ensure your tax return is the best it can be. - Easily view which invoices have been paid, viewed or awaiting payment. - Add your logo to personalise your documents. MANAGE - Automatically save for tax, super and other commitments without having to think about it. Simply set the percentages to be saved from each payment and always say in front. - Access pay as you go insurance. The Solo & Smart insurance initiative is based on a percentage to ensure you only pay when you’re working, so public liability and personal accident and sickness insurance is finally affordable. - Keep your money where it needs to be using streamlined transfers. The only way to stay in front of your financial obligations hassle free. GROW - Access powerful business reports. Solo & Smart automatically manages detailed reporting, keeping individuals on top of their business by generating professional and accurate reports on business financials. - Link your accountant to stay on top of your numbers all year round (coming soon). The ‘set and forget’ nature of Solo & Smart simplifies your business and accounting commitments, meaning consistency is guaranteed and admin time diminished.
Financial Services Software
OptiBroker is designed by Mortgage Brokers, for Mortgage Brokers. Our platform is an all-in-one solution changing the way broker and client interact, encompassing Protection, Mortgage Sourcing, Video Meetings, Identity checks and compliance
Financial Services Software
We are a Hong Kong government-funded AI company with headquarters in Silicon Valley and Hong Kong. We focus on the development of NLP and machine learning technology for financial and legal sectors. Our flagship offering is an AI-assisted professional document translation platform. We also advise on all matters relating to understanding and taking advantage of NLP to improve different facets of your business operations.
Financial Services Software
Margill solutions are used in over 38 countries worldwide by thousands of accountants, economic development agencies, consumer & business lenders, micro lenders, private and public companies, governments, law firms, courts, trade unions and insurance companies, Margill Solutions include: - Margill Loan Manager - Margill Law Edition (Legal interest calculation) - Margill Standard Edition (Interest calculation) Our loan servicing platform is easy to use, very affordable, extremely flexible and will save your clients countless hours and errors in their loan management processes. The Law Edition interest calculation software has become a standard in the law industry. For a free 30-day trial of any of our products, visit our web site at www.margill.com/try ---------------------------------------------------------------------------------------------------------------------------------------------------- Les logiciels Margill sont utilisés dans plus de 38 pays par des milliers de : comptables, agences de développement économique, compagnies de prêts aux entreprises et aux consommateurs, entreprises privées et publiques, gouvernements, cabinets d'avocats, cours de justice, syndicats, compagnies d'assurance. Nos logiciels : - Gestionnaire de Prêts Margill - Margill Édition Droit - Margill Édition Standard Notre plate-forme de gestion des prêts est facile à utiliser, abordable et flexible. Elle permet à vos clients d'économiser beaucoup de temps et de réduire leurs risques d'erreurs. Le Margill Édition Droit est devenu un standard dans l'industrie du droit. Plus de 70% des cabinets d'avocats du Québec (incluant les cours de justice et le Barreau) utilisent Margill. Pour essayer gratuitement un de nos produits pendant 30 jours, visitez notre site Web à www.margill.com/try/margill-trial-fr.asp
Financial Services Software
Snapvision is a low-code, Intelligent Document Processing Platform. Our SaaS platform helps all types of businesses across Finance, Insurance, Mortgage, Health Care, Logistics, Operations, Manufacturing, and other industries to capture data from physical documents at reduced cost and provide a superior customer experience. Naksh is an eKYC solution to verify user identity in the blink of an eye. Contact us at [email protected] to book a demo!
Financial Services Software
Provider of an interactive 3D visual interpretation software intended to serve the financial services industry. The company's software combines data streams for faster consumption of actionable information and streamlines execution, as well as offers high-performance, interactive, real-time aggregation of data from multiple data sources to gain contextual insight, enabling clients to extract more value out of their quoted and proprietary data in a hassle free manner.
