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Founded 2015
Find 20 competitors in the Financial Services Software. Compare other SaaS such as Cuentica, NewBanker and Place Technology. These Yibaotong competitors have raised $51.4M and together serve more than - customers and employ over 175 team members.
Financial Services Software
El software de gestión online para el autónomo y la pequeña empresa. https://cuentica.com http://twitter.com/cuentica http://www.facebook.com/cuentica
Financial Services Software
Developer of a wealth management technology service platform. The company's platform provides an SaaS/PaaS business support system for wealth management organizations (Consultant Cloud Service, WBS) as well as a site acquisition system (Consultant Cloud Service, NTC). The company also provides technical support such as a product management system (Consultant Cloud Service FOF) that provides comprehensive services for strategic research, industry information, investor education, high-end training and industry media promotion for China's wealth management industry and institutions.
Financial Services Software
Place Technology is a developer of financial forecasting and business planning software used to serve SaaS and professional services.
Financial Services Software
BetaSmartz is a B2B Investment Management FinTech business that enables financial institutions with products and solutions to more efficiently manage their clients and their clients' wealth. We are a SaaS platform with expertise at the centre of technology and financial services. Offering a complete suite of fully customisable B2B2C white-labelled turnkey digital and automated solutions to: - Private Banks, Wealth Managers & Financial Advisors - Retail & Commercial Banks - Asset Managers & Asset Owners - Insurance Companies - Fund Custodians and Brokerage Houses HOW WE DO IT: - Digital Tools & Engagement. We provide smart, enabling solutions that enhance user efficiency and experience. - Deep Data Algorithms & AI. This provides quantitative investment, client and businesses analytics. - Data Consolidation and Operational & Administrative Automation. This enables cost efficiency across the back, middle and front office. WHAT MAKES US DIFFE
Financial Services Software
Provider of a white-label, cloud-based, payments innovation-as-a-service intended to deliver payment capabilities, fast and cost effectively. The company's open-API platform service facilitates card issuers, merchant issuers, processors and other digital financial services institutions to easily manage payment devices and virtual cards and easily connect to third-party financial services, enabling consumers to receive increased security, control, and choice and to easily pay anywhere using different funding sources.
Financial Services Software
Provider of a white-label, cloud-based, payments innovation-as-a-service intended to deliver payment capabilities, fast and cost effectively. The company's open-API platform service facilitates card issuers, merchant issuers, processors and other digital financial services institutions to easily manage payment devices and virtual cards and easily connect to third-party financial services, enabling consumers to receive increased security, control, and choice and to easily pay anywhere using different funding sources.
Financial Services Software
Developer of cloud-based business software designed to transform industry processes. The company's cloud-based software offers job cards and MRP inventory requirements, full customer history, serial numbering, real-time reporting and alerts and modular and scalable as the business needs develop, enabling SME plants, equipment manufacturers and suppliers to achieve efficiency savings over manual processes and make their business more scalable.
Financial Services Software
MobileOffize is a mobile ERP solution for SMBs. It offers a free trial for users to experience its features and benefits.
Financial Services Software
Operator of a blockchain technology platform intended to make digital experiences more trustable and unique. The company's platform provides a set of enterprise blockchain development products through blockchain-as-a-service (BaaS) that leverages unique virtualization capabilities which eliminate the fundamental blockchain expertise gap, solves its engineering complexity and removes the underlying risk of infrastructure obsolescence, enabling clients primarily in finance, healthcare and legal industries to integrate the value of blockchain into enterprise applications and operate in full-transparency, compliance and security across their digital and commercial exchanges.
Financial Services Software
Operator of a blockchain technology platform intended to make digital experiences more trustable and unique. The company's platform provides a set of enterprise blockchain development products through blockchain-as-a-service (BaaS) that leverages unique virtualization capabilities which eliminate the fundamental blockchain expertise gap, solves its engineering complexity and removes the underlying risk of infrastructure obsolescence, enabling clients primarily in finance, healthcare and legal industries to integrate the value of blockchain into enterprise applications and operate in full-transparency, compliance and security across their digital and commercial exchanges.
Financial Services Software
DinamikCRM is a company that provides software solutions to help businesses manage and streamline their operations.
Financial Services Software
Watertight is a scalable business system that integrates Sales, Field Service, Routes, Retail, Rentals, Warehouse, and Back Office. Watertight Cloud, App, and Customer Website tools connect your local and remote team with clients, vendors, and services.
Financial Services Software
Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more. Instead of spending hours copy pasting and checking hundreds of data points, AMs using Fulcrum can complete these manual workflows within just 3-4 minutes. With Fulcrum agencies and brokers stress less about repetitive, painstaking tasks and instead get to focus more on growing their book of business.
Financial Services Software
Sonant offers AI Receptionists for Insurance Agencies and Brokerages- AI that sounds like a human and handles incoming phone calls such as collecting information for quotes or servicing, call routing, and appointment booking. Insurance agencies from $1m to $500m+ in premium use Sonant to free up their staff from non-revenue generating activities and increase production. Our team brings experience from companies such as BCG, Apple, Adobe, Citadel, and Accenture.
