Top Tier1 Financial Solutions Alternatives, Competitors & Similar Software

Financial Services Software

Loyalty isn’t about points. It’s about impact. Apex Loyalty is the Loyalty-Driven Growth Platform, designed to help brands influence every buying decision by engineering behavior through smart, measurable incentives. We don’t build programs. We build systems that drive the right actions and reward them meaningfully, with revenue growth as the outcome. 🧠 Three key layers we focus on: 1. Outcome: Drive incremental sales, reduce missed opportunities, and strengthen engagement where it matters most. 2. Enabler: Use incentive automation, behavioral targeting, and gamified campaigns to guide decision-making across every audience. 3. Impact: Achieve real behavior change — from point-of-sale reps to end-users, from sales teams to distributors. ⚡️ And the impact is fast. Apex Loyalty delivers measurable ROI in weeks. Brands have seen up to 40% uplift in sales by creating customer-level business targets, time-limited campaigns, and tailored reward mechanics! When incentives are designed right, revenue becomes repeatable. And loyalty becomes the signal that it’s working. 💡 Solutions • Channel Loyalty Platform: Motivate trade partners and sales points with performance-based incentives. • Consumer Loyalty Platform: Boost repeat purchases and LTV with personalized reward journeys. • Loyalty as a Platform: Drive internal performance through smart incentives for your sales, ops, or field teams. • Loyalty-Driven eB2B Ordering: Embed incentives into the digital ordering flow to increase adoption and order frequency. Built on Salesforce. Delivered your way. Full stack or Headless. Apex Loyalty adapts you. 🌍 Trusted by: PepsiCo, Haleon, Suntory Global Spirits, Daikin, BAT, Bridgestone, Royal Canin, SAB Miller, and more. 🐾 Inspired by Saint Bernards We walk alongside our clients. Loyal, resilient, purpose-driven, and equipped for any challenge. Apex Loyalty is built to help brands reach their growth summit, and stay there.

Financial Services Software

Chekkit protects consumers from the dangers of using counterfeit products while helping consumer goods and pharmaceutical companies boost their sales, better understand their consumers, and recover lost market share. Asides from allowing consumers to verify products (with ChekkitApp or by dialing a USSD code) and reporting the fake products they are sold, the benefits of using Chekkit is huge for manufacturers and producers. Why? 1. With Chekkit, you can regain market share lost to counterfeit products by using our Anti-counterfeit & Brand Protection solution which creates unique identities for your products that consumers can verify whether they have an internet connection or not. 2. Chekkit helps manufacturers boost their sales by offering consumers instant rewards for purchases and running loyalty programs. With Chekkit, you can distribute instant airtime, redeemable loyalty points, free products, branded merchandise, etc immediately after a consumer buys your product. Chekkit can even run complex campaigns such as raffle draws. 3. Making decisions is faster and smarter because Chekkit helps manufacturers collect insights about their market and consumers using short surveys consumers can take with or without an internet connection. 4. As a manufacturer, you can make consumers connect and fall in love with your brand by communicating with them directly using personalized bulk messages sent directly to people who actually buy your products. The truth is, the benefits of using Chekkit is immense as it will help these manufacturers sell more products, plug gaps where their money is being lost, and most importantly, SAVE LIVES. Would you like to know more about the companies we've helped and the numerous lives we've saved? Then go ahead and visit our website www.chekkitapp.com

Financial Services Software

Chekkit protects consumers from the dangers of using counterfeit products while helping consumer goods and pharmaceutical companies boost their sales, better understand their consumers, and recover lost market share. Asides from allowing consumers to verify products (with ChekkitApp or by dialing a USSD code) and reporting the fake products they are sold, the benefits of using Chekkit is huge for manufacturers and producers. Why? 1. With Chekkit, you can regain market share lost to counterfeit products by using our Anti-counterfeit & Brand Protection solution which creates unique identities for your products that consumers can verify whether they have an internet connection or not. 2. Chekkit helps manufacturers boost their sales by offering consumers instant rewards for purchases and running loyalty programs. With Chekkit, you can distribute instant airtime, redeemable loyalty points, free products, branded merchandise, etc immediately after a consumer buys your product. Chekkit can even run complex campaigns such as raffle draws. 3. Making decisions is faster and smarter because Chekkit helps manufacturers collect insights about their market and consumers using short surveys consumers can take with or without an internet connection. 4. As a manufacturer, you can make consumers connect and fall in love with your brand by communicating with them directly using personalized bulk messages sent directly to people who actually buy your products. The truth is, the benefits of using Chekkit is immense as it will help these manufacturers sell more products, plug gaps where their money is being lost, and most importantly, SAVE LIVES. Would you like to know more about the companies we've helped and the numerous lives we've saved? Then go ahead and visit our website www.chekkitapp.com

Financial Services Software

Cloud Insurance is an all-in-one SaaS solution for the insurance industry with a user base in over 20 countries on 5 continents. We feature all the aspects of your daily work as an insurance provider. Reduce time on managing policies, claims, distribution, financials, and reports. All in one flexible and user-friendly solution. We offer extensive and seamless backend and frontend functionality, customer portals, and much more! Our mission is to give you a robust insurance infrastructure for business growth and innovation. We are located at the magnificent House of Seafaring in Oslo, Norway, right in the middle of the city center. Head to www.cloudinsurance.io for more information.

Financial Services Software

Automate Outcomes, Not Just Conversations

Financial Services Software

Jugl is a productivity and CRM company based in the United States. It offers a range of solutions for managing tasks, communication, and customer relationships. Jugl was first conceptualized in 2019.

Financial Services Software

Upmind.com lets small and medium businesses build and manage recurring customer relationships. Watch this space, coming soon!

Financial Services Software

A Mobcall é uma empresa do Grupo Reach e a primeira da América Latina focada em transformar as chamadas telefônicas em reais oportunidades de negócios. Através da nossa plataforma, as empresas conseguem: 1. Conectar as ligações de clientes com suas campanhas de comunicação online e offline para melhorar a performance. 2. Analisar o conteúdo da conversa para criar novas oportunidades de venda. 3. Integrar as informações com as principais tecnologias de mercado como o Google Analytics, Adwords, Facebook e softwares de CRM para otimizar a experiência do consumidor através do conhecimento detalhado do seu caminho de compra. Fomos pioneiros em trazer o conceito de monitoramento inteligente de chamadas telefônicas para o mercado com tecnologia inovadora. Hoje a Mobcall é líder em soluções de telefonia digital, suportando empresas de diferentes portes e segmentos. Estamos presentes em Miami e nas principais cidades da América Latina, incluindo São Paulo, Cidade do México, Lima, Santiago, Bogotá e Buenos Aires. Tel.: 11 4420 7361 Instagram: www.instagram.com/mobcall_ | (@mobcall_) Facebook: https://www.facebook.com/MobCall

Financial Services Software

The company Callture is a Canadian technology company based in Mississauga, Ontario. The organization has developed its own proprietary platform that enables market ready telephony applications. Currently, company has over 50,000 clients, 450 agents and 180 service provider clients. It runs over 85 million minutes per month through its network and operates facilities in Toronto and New York. Backed by 24/7 live contact, support team delivers the highest Service Level Agreement standards in the industry. Callture Business Units Callture runs two business units: the Retail Services Unit and Platform Outsourcing Solutions Unit. Retail Unit provides value-added voice services to businesses and consumers. Business services include its signature cloud based business phone service with its business-class features. Other business services include enhanced toll free service, virtual international phone numbers, prepaid long distance and click-to-talk service. Consumer services include unlimited long distance, calling cards and pc2phone service. All Callture services include a user friendly online portal with automated order processing. Callture’s Retail Unit has also developed an online affiliate program with instant signup and reoccurring commissions for life. Platform Outsourcing Unit offers end-to-end telecom outsourcing solutions for entrepreneurs around the world. Callture’s web-based platform contains proprietary software 10 years in making. Callture offers a wholesale model, where clients concentrate on pricing, distributing and selling their own private label products and services; and leave all technical and provisioning aspects to us. Callture’s on-demand model makes it a necessity to help clients grown their volume and succeed in minimum time.

Financial Services Software

Built specifically for contractors, Projul nails down how to manage your leads, book estimates and schedule everything. Get Projul and start growing your business now! Just some of Projul’s innovative and simple to use features; Lead Management - Work less and close WAY more leads - Follow leads through all stages of the sales pipeline - Everyone on the team stays synchronized (and happy) - Projul keeps you focused on follow-ups - Stay organized and error-free, hallelujah! Painless Project Scheduling - Manage bigger teams without flinching - Easily balance the workload of your team - Steer clear of multiple spreadsheets & calendars - Manage projects with pinpoint detail - Reclaim all the time you currently spend dealing with errors We offer a free 7-day trial! Download Projul and see why our customers are seeing efficiencies they never dreamed of. Have questions, ideas or feedback? We’re all ears, just email us at [email protected]

Financial Services Software

Intueri works towards streamlining online/offline sales process of business. Checkout: Customer Relationship Management: https://znicrm.com Field Force Tracking: https://znicrm.com/fsm/ Web User Enagement Tools: https://znicrm.com/engage/

Financial Services Software

Depowise’s AI-powered solutions automate oversight and transaction monitoring and digitalise safekeeping. We solve all the key problems that stop financial institutions from scaling. Depowise offers one stop solution for depositaries, management companies, and fund administrators.

Financial Services Software

DigiShares provides a white-label platform for tokenization, i.e., the issuance, corporate management, and trading of securities in the form of tokens on the blockchain (tokenized securities / security tokens). The platform is primarily used for large physical assets, such as real estate, solar, wind, infrastructure, etc. We provide fully compliant and customizable work-flows for KYC, AML and accreditation, and an advanced and secure payment system that allows your investors to pay in fiat and crypto.

Financial Services Software

DigiShares provides a white-label platform for tokenization, i.e., the issuance, corporate management, and trading of securities in the form of tokens on the blockchain (tokenized securities / security tokens). The platform is primarily used for large physical assets, such as real estate, solar, wind, infrastructure, etc. We provide fully compliant and customizable work-flows for KYC, AML and accreditation, and an advanced and secure payment system that allows your investors to pay in fiat and crypto.

Financial Services Software

Party Center Software is the #1 online booking and facility management software. With over $2 billion in total revenue generated and 5 million parties booked through our system, we transform the way you acquire customers and streamline business processes. With our software, you can deliver a great customer experience so that you create lasting memories for your guests. Our suite of features include: • Online Booking • Online Store • Digital Waivers • Point-of-Sale • Advanced Reporting • Resource Management • Integrated Credit Card Processing (Party Center Pay) • Dedicated Customer Success Team Want to learn more? Request a demo today! www.partycentersoftware.com/request-a-demo

Financial Services Software

Leadbay makes prospecting predictive. Leadbay is a domain-specific AI model for B2B sales trained on exhaustive market data, internal company knowledge (CRM, ERP, CSV), and reps' instincts together—with the capability to predict who will be your next customers. Remove the guesswork. Cut the admin. Empower reps and their managers. In a pre-launch phase, we opened the access to a few B2B sales reps & selected large field sales teams in France, and in the US. Request your access > https://leadbay.ai/ AI from Paris 🇫🇷

Financial Services Software

Make messaging your #1 CRM channel to build lifelong customer relationships. Spectrm is the conversational marketing platform that powers many of the world's leading chatbots. From disruptors to Fortune 100 companies, teams rely on Spectrm’s platform, conversational AI and customer success to design experiences for their customers. The era of chatbot hype is over. Personalizing customer experience at scale in 1:1 conversations is a reality. The future of commerce is conversational and the opportunities are limitless. Our mission is to give you superpowers to build a bot that your customers love. Think of Spectrm as mission control for launching your brand into the conversational marketing stratosphere. Our approach is simple. Great tech makes it possible. Great humans make it successful. Conversational marketing is a new frontier. Unlock its full potential by combining your creativity with our powerful marketing technology and experienced human touch. We empower you with all the tools you need to crush your marketing goals. With dedicated customer success that supports you with best practices every step of the way. Brands all over the world trust Spectrm to have better conversations with their customers. Want to build customer relationships that convert at scale with and launch a chatbot you’re proud of? Get in touch.

Financial Services Software

Welcome to Abeille. ai : The Home for Sales Professionals. Join our community at www.abeille.ai and let's make honey!

Financial Services Software

Marr Labs makes Vox, a failsafe AI-voice agent that is indistinguishable from humans. Out of the box, Vox just works. This can free up your workforce to focus on critical issues. With Vox, your team can close even more business and handle customer issues at a human level with Vox's 24/7 conversational intelligence.

Financial Services Software

InTouchNow. ai are revolutionising patient practice communication in healthcare by combining cutting-edge Voice AI technology with human expertise...