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The pre-filtered ranking is based on meeting the solution type search criteria with the least additional solution types checked. This is done to prioritise best of breed solutions so that you don’t pay for and implement functionality you don’t need. Defining parameters further through filters on this page re-scores and dynamically re-ranks solutions based on the capabilities to meet the specified requirements. When profiles are equal the most recently updated ranks higher. Vendors can not pay to increase their ranking and vendor responses are overseen by Celent analysts.

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LIFE & HEALTH INSURANCE

Find and evaluate coverage of individual life protection, retirement, annuities, group/voluntary, and health systems inc: core policy administration, portals, distribution, illustrations, underwriting, claims, billing, analytics and customer communications.

Insurance Core Software

Policy Administration and Servicing (PAS) Systems - Individual / Group Life / Annuity / Pensions
Policy Administration and Servicing (PAS) Systems - Health / Major Medical
Policy Administration and Servicing (PAS) Systems - Individual / Group Life / Annuity / Pension Closed Block
New Business and Underwriting Systems - Life / Annuity Insurance
Illustration Systems - Life / Annuity / Pension Insurance
Insurance Stand-alone Rating Systems
Managing General Agent (MGA) Administration Systems
eApplication Systems
eDelivery Systems

Reinsurance Core Software

Assumed Reinsurance Management Systems
Ceded Reinsurance Management Systems

Billing and Payments

Billing Systems - Individual / Group Life / Annuity / Health / Pension Insurance
Billing and Payments as a Service

Insurance Claims Software

Claims Management Systems - Life Insurance / Annuities
Health Claims and Case Management Systems (Medical, LTC, Disability)
Litigation Management Systems
Medical Bill Review Systems

Channel Platform Software

Insurance Agency Management Systems (AMS)
Insurance Agent / Broker Portal
Insurance Agent / Broker Platforms
Employer / Employee Insurance Benefit Portal
Insurance Digital Platforms
Contact / Call Center Systems
Voice / Digital or Virtual Assistant Systems / Chatbots

Insurance Distributors and Channels

Affinity/Bancassurance/Mass Market
Aggregators/Price Comparison Sites
Insurance Exchanges

Channel Management Software

Insurance Distribution / Broker Management Systems

Enterprise Software

Customer Communications Management (CCM) Systems
Customer Relationship Management (CRM ) Systems
Enterprise Content Management (ECM)
Robotic Process Automation
Low code / No Code Platforms
Workflow/BPM Systems
eSignatures Software
Customer Identity & Authentication Solutions
Blockchain Platforms and Services

Data Management / Data Analytics Systems

Business Intelligence & Reporting Systems
Advanced Data and Analytics Software (beyond BI)
Predictive Analytics / Modeling
Artificial Intelligence (AI) Platforms
Unstructured Data Analysis Tools
Real-Time Decision Engine (Insurance)
Voice Biometrics
Data Platforms/Data Aggregators
Insurance Data Sets/Products
Insurance Pricing Optimization Systems
Insurance Fraud Detection and Risk Analytics Systems
Master Data Management (MDM) Systems
Operational Data Stores / Data Warehouses

Sales and Marketing

Campaign Management

Consumer Engagement Software

Consumer Mobile Apps

Social Media

Social Media Management Platforms

Emerging Technologies

Internet of Things (IOT) Data and Devices

Computer Vision

Computer Vision/Optical Character Recognition (OCR)
Virtual Reality (VR)/Augmented Reality (AR)
Video Platform

Insurance Risk Software

Actuarial / Capital Modeling

Cybersecurity

Data Loss Prevention
Network Security
Advanced Threat Protection
Endpoint Protection

P&C/GENERAL INSURANCE

Find and evaluate personal, commercial / specialty lines, ceded reinsurance systems including core non-life P&C policy administration, rating engines, agent connectivity, portals, distribution, underwriting, claims, billing, data analytics, customer communications.

Insurance Core Software

Policy Administration and Servicing (PAS) Systems - P&C / General Insurance
Insurance Stand-alone Rating Systems
Insurance Comparative Rating Platforms
Underwriter Workstations - P&C / General Insurance
Managing General Agent (MGA) Administration Systems
Insurance Premium Audit Systems
Policy Administration and Servicing (PAS) Systems - Specialty and London Market

Reinsurance Core Software

Assumed Reinsurance Management Systems
Ceded Reinsurance Management Systems

Billing and Payments

Billing Systems - P&C / General Insurance
Billing and Payments as a Service
Mobile Payments

Insurance Claims Software

Claims Management Software - P&C / General Insurance
Litigation Management Systems
Medical Bill Review Systems
Subrogation Management Systems

Channel Platform Software

Insurance Agency Management Systems (AMS)
Insurance Agent / Broker Portal
Insurance Agent / Broker Platforms
Insurance Digital Platforms
Contact / Call Center Systems
Voice / Digital or Virtual Assistant Systems / Chatbots

Insurance Distributors and Channels

Affinity/Bancassurance/Mass Market
Aggregators/Price Comparison Sites
Digital Agent
Digital MGA
Digital Insurer
Insurance Exchanges

Channel Management Software

Insurance Distribution / Broker Management Systems

Enterprise Software

Customer Communications Management (CCM) Systems
Customer Relationship Management (CRM ) Systems
Enterprise Content Management (ECM)
Robotic Process Automation
Low code / No Code Platforms
Workflow/BPM Systems
eSignatures Software
Customer Identity & Authentication Solutions
Blockchain Platforms and Services

Data Management / Data Analytics Systems

Business Intelligence & Reporting Systems
Advanced Data and Analytics Software (beyond BI)
Predictive Analytics / Modeling
Insurance Modeling Tools (catastrophe, cyber, other liabilities
Artificial Intelligence (AI) Platforms
Unstructured Data Analysis Tools
Real-Time Decision Engine (Insurance)
Voice Biometrics
Data Platforms/Data Aggregators
Insurance Data Sets/Products
Insurance Pricing Optimization Systems
Insurance Fraud Detection and Risk Analytics Systems
Master Data Management (MDM) Systems
Operational Data Stores / Data Warehouses

Insurance Products

Telematics/Usage Based Insurance (UBI)
Parametric products
Microinsurance
Peer to Peer (P2P) Insurance / Crowdfunding
Sharing / Gig Economy

Sales and Marketing

Lead Management
Campaign Management
Digital / Social Media Marketing

Consumer Engagement Software

Consumer Mobile Apps

Social Media

Social Media Monitoring Tools - Customer View
Social Media Monitoring - Company View
Social Media Management Platforms

Emerging Technologies

Internet of Things (IOT) Data and Devices
Aerial Imagery and Data

Computer Vision

Computer Vision/Optical Character Recognition (OCR)
Virtual Reality (VR)/Augmented Reality (AR)
Video Platform

Prevention and Risk Control

Insurance Loss Control Systems
Site Inspection

Insurance Risk Software

Actuarial / Capital Modeling

Cybersecurity

Data Loss Prevention
Network Security
Advanced Threat Protection
Endpoint Protection

CAPITAL MKTS & ASSET MGMT

Find technology for Buyside and Sell-side trading, front office, middle office and back office.

Investment Management Software

Portfolio Management Systems (PMS)
Investment Management Systems
Research Management Systems
Pricing and Valuation Systems
Trade and Portfolio Compliance Systems

Trading Software

Order Management Systems (OMS)
Execution Management Systems (EMS)
Pre-Trade Analytics Software
Smart Order Routing Systems (SOR)
Trading Suite
Trading Strategy Server / Algorithmic CEP Systems
Transaction Cost Analysis Systems (TCA)
White-Label Trading Platforms

Middle & Back Office Software (Securities)

Securities Lending
Transaction Processing Systems
OTC Derivatives Transaction Processing Systems
NAV Oversight and Contingency Systems
Performance Attribution Systems
Commissions & Fee Billing Systems
Client Account Administration Systems
Corporate Actions Processing Systems
Fund Administration Systems
Custody Management Systems
Fund Accounting Systems
General Ledger Systems (G/L)
Portfolio / Investment Accounting Systems
Reference Data Management Systems
Collateral Management Systems

Enterprise Software

Customer Communications Management (CCM) Systems
Customer Relationship Management (CRM ) Systems
Robotic Process Automation
Low code / No Code Platforms
Blockchain Platforms and Services

Data Management / Data Analytics Systems

Reconciliation Systems
Data Platforms/Data Aggregators
Investment Book of Records (IBOR) Systems
Master Data Management (MDM) Systems

Anti-Money Laundering (AML)

Anti-Money Laundering Suites
Know Your Customer Systems (KYC)
Case Management Systems

Financial Risk Management

Counterparty Credit Risk Management Systems
Credit Loss Accounting (IFRS / CECL) Systems
Credit Risk Management Systems
Financial Enterprise Risk Management
Liquidity Risk Systems
Market Risk Systems
Investment & Risk Analysis Systems
Trading Risk Systems

Trade Monitoring & Market Surveillance

Communications Surveillance Systems
Market Surveillance Systems
Trade Surveillance Systems

Regulatory Reporting Software

Disclosure Reporting Systems
Trade Reporting Solutions
Transaction Reporting Systems

WEALTH MGMT

Find and compare technology for wealth managers

Client Management Software

Customer Onboarding Systems
Investor / Client Reporting & Communications Systems

Investment Management Software

Portfolio Management Systems (PMS)
Trade and Portfolio Compliance Systems

Middle & Back Office Software (Securities)

Commissions & Fee Billing Systems
Client Account Administration Systems
Corporate Actions Processing Systems
Reference Data Management Systems

Wealth Management Systems

Financial Planning Systems
Investor Websites & Portals
Personal Financial Management Systems
Investment Advisor Systems
Front and Middle Office Wealth Management Systems
Wealth Management Systems STP (Front to Back Office)

Data Management / Data Analytics Systems

Reconciliation Systems
Investment Book of Records (IBOR) Systems
Master Data Management (MDM) Systems
Operational Data Stores / Data Warehouses

Anti-Money Laundering (AML)

Anti-Money Laundering Suites
Know Your Customer Systems (KYC)
Watchlist Screening Systems
Transaction Monitoring Systems
Case Management Systems

Consumer Engagement Software

Customer Collaboration Tools

Financial Risk Management

Counterparty Credit Risk Management Systems
Financial Enterprise Risk Management
Investment & Risk Analysis Systems

RETAIL AND BUSINESS BANKING

Find and evaluate consumer and business banking technology supporting core banking, deposits, cards, payments, loans, branches, ATMs, other channels, and account management.

Core Banking Software

Core Banking Systems

Channel Platform Software

Banking Omnichannel Customer Experience Platforms
ATM Systems and Assisted Self-Service Devices
Remote Deposit Capture Solutions
Contact / Call Center Systems
Retail and Business Banking Digital Channel Solutions
Voice / Digital or Virtual Assistant Systems / Chatbots

Client Management Software

Customer Onboarding Systems

Loan Origination & Servicing Software

Retail Loan Origination Systems
Retail Loan Servicing and Collections Systems

Cards and Payments Software

Card Issuing Systems
Digital Payments/ Wallets
Payment Engines
Payment Services Hubs
Transaction Processing (Switching) Systems
Merchant Management and Acquiring Systems

Wealth Management Systems

Personal Financial Management Systems

Enterprise Software

Customer Communications Management (CCM) Systems
Customer Relationship Management (CRM ) Systems
Enterprise Content Management (ECM)
Low code / No Code Platforms
eSignatures Software
eContracting Technologies
Customer Identity & Authentication Solutions
Digital Adoption Platforms

Data Management / Data Analytics Systems

Reconciliation Systems
Artificial Intelligence (AI) Platforms
Real-Time Decision Engine (Banking)

Anti-Money Laundering (AML)

Anti-Money Laundering Suites
Know Your Customer Systems (KYC)
Watchlist Screening Systems
Transaction Monitoring Systems
Case Management Systems

Financial Risk Management

Asset Liability Management (ALM) Systems
Credit Risk Management Systems
Financial Enterprise Risk Management

Operational Risk Management

Enterprise Risk Management Systems (ERM)
Governance, Risk and Compliance Systems (GRC)
Third Party Risk Management Systems

Financial Crime Solutions

Anti-Fraud Systems
Financial Crime Analytics Systems
Investigative Case Management Systems
Social Media Surveillance Systems

Cybersecurity

Data Loss Prevention
Network Security
Advanced Threat Protection
Endpoint Protection

CORPORATE BANKING

Find and evaluate vendor systems for Commercial Lending, Liquidity, Receivables, Payables, Supply Chain Finance, Trade Services, and Corporate Digital Channels.

Corporate Banking Software and Solutions

Corporate Digital Banking Platform Solutions
Corporate Banking Liquidity Management Systems
Corporate Banking Payables Management Systems
Corporate Banking Receivables Management Systems
Corporate Banking Trade Services Systems
Supply Chain Finance Systems

Client Management Software

Customer Onboarding Systems

Loan Origination & Servicing Software

Commercial Loan Origination Systems
Commercial Loan Servicing Systems
Complex Lending Origination Systems
Complex Lending Servicing Systems

Enterprise Software

Customer Communications Management (CCM) Systems
Customer Relationship Management (CRM ) Systems
Enterprise Content Management (ECM)
Low code / No Code Platforms
eSignatures Software
Customer Identity & Authentication Solutions
Digital Adoption Platforms

Data Management / Data Analytics Systems

Artificial Intelligence (AI) Platforms

Anti-Money Laundering (AML)

Anti-Money Laundering Suites
Watchlist Screening Systems

Financial Risk Management

Asset Liability Management (ALM) Systems
Credit Risk Management Systems
Financial Enterprise Risk Management

Operational Risk Management

Enterprise Risk Management Systems (ERM)
Governance, Risk and Compliance Systems (GRC)

Financial Crime Solutions

Investigative Case Management Systems
Insider / Employee Fraud Systems

RISK MANAGEMENT & COMPLIANCE

Solutions for managing risk and compliance at the enterprise level and operational level by financial sector.

Investment Management Software

Pricing and Valuation Systems
Trade and Portfolio Compliance Systems

Middle & Back Office Software (Securities)

NAV Oversight and Contingency Systems
Collateral Management Systems

Enterprise Software

Customer Identity & Authentication Solutions

Data Management / Data Analytics Systems

Artificial Intelligence (AI) Platforms

Anti-Money Laundering (AML)

Anti-Money Laundering Suites
Know Your Customer Systems (KYC)
Watchlist Screening Systems
Transaction Monitoring Systems
Case Management Systems

Financial Risk Management

Asset Liability Management (ALM) Systems
Counterparty Credit Risk Management Systems
Credit Loss Accounting (IFRS / CECL) Systems
Credit Risk Management Systems
Financial Enterprise Risk Management
Enterprise Stress Testing Systems
Hedge Accounting Systems
Liquidity Risk Systems
Market Risk Systems
Investment & Risk Analysis Systems
Trading Risk Systems

Operational Risk Management

Enterprise Risk Management Systems (ERM)
Governance, Risk and Compliance Systems (GRC)
Third Party Risk Management Systems

Financial Crime Solutions

Anti-Fraud Systems
Financial Crime Analytics Systems
Investigative Case Management Systems
Insider / Employee Fraud Systems
Social Media Surveillance Systems

Trade Monitoring & Market Surveillance

Communications Surveillance Systems
Market Surveillance Systems
Trade Surveillance Systems

Regulatory Reporting Software

Disclosure Reporting Systems
Trade Reporting Solutions
Transaction Reporting Systems

Cybersecurity

Data Loss Prevention
Network Security
Advanced Threat Protection
Endpoint Protection

IT SERVICES/ CONSULTING / OUTSOURCING

Compare service providers of custom development; system integration, testing; software and infrastructure mgmt; outsourcing, technical advice and other IT services.

IT Services (Third Party)

Custom Software Development Services
System Maintenance Services
Package Implementation / System Integration Services
System Testing Services
Infrastructure Operations & Management Services
Cloud / SaaS Operations & Management Services
Architecture Design Services
Robotic Process Automation Implementation Services
Systems and Data Migration Services
Cyber Security Services

Consulting

Domain Consulting Services
Strategic Consulting Services
Digital Consulting Services
Data Analysis and Consulting Services
Innovation Consulting and Partnering

Outsourcing

Business Process Outsourcing Services
IT Infrastructure and Application Outsourcing
Regulatory Reporting Services

Geographic Availability

Define the regions and countries where you require this solution to be used. Note this filter has a binary weighting, only solutions that match this criteria will show.

Geographic Availability

Africa
Asia-Pacific
Caribbean
Central America and Mexico
Europe
Middle East
North America
South America

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Singapore

United Kingdom

United States

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Total Company Funding

$1 - $4,999,999
$5,000,000 - $9,999,999
$10,000,000- $24,999,999
$25,000,000 - 49,999,999
Over $50,000,000

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Company Funding Stage

Use this filter to identify emerging technology companies ?

Company Funding Stage

Self-funded
Round 1 / Friends and family
Round 2 / Seed
Round 3 / Growth or Early Stage
Round 4 / Expansion
Round 5 or more / Mezzanine to IPO

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