Customer Onboarding Systems | VendorMatch Directory | Page 3

Target Users

Select the type of user to whom the service or solutions is aimed. This is an important criteria is segmenting the market for solutions with the optimal fit.

Target Market / User Suitability in Banking

Select your company's target market to ensure that the system is a fit.

Internationalisation

Deployment Options

How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.

Operating Systems

Total Company Funding

Company Funding Stage

Use this filter to identify emerging technology companies ?

SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
Atfinity Atfinity AG
Atfinity is an easily integrateable no-code platform that automates custom client processes without writing a single line of code. We are exper…
ConsumerPlus egabiFSI
ConsumerPlus is a comprehensive end-to-end solution that automates the front end / Back end processes of retail trade financing. Consumer plus o…
IFS Onboarding Impact Financial Systems
IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
IFS Transitions Impact Financial Systems
As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
IFS Asset Management Impact Financial Systems
With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
SatuitCRM Satuit Technologies
Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and…
Automation solutions for Banking, Insurance and financial services DANAconnect
DANAconnect is the single customer communication platform a financial institution requires, providing all the security, compliance, audit, and o…
Client Lifecycle Management Fenergo
Fenergo’s Client Lifecycle Management solution is a cloud-native SaaS platform which enables financial institutions to digitally and efficiently…
IFS Account Maintenance Impact Financial Systems
IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
Romulus - Intelligent Document Processing ROMULUS
Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
HxOps HealthAxis
HxOps offers extensive, flexible front and back-office administrative services with a customer-first methodology that boosts productivity, impro…
Croesus Advisor Croesus
To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
RegTechONE (CDD Module) Client Lifecycle Management (KYC) AML Partners
With KYC being the cornerstone of an effective AML Program, a KYC solution to AML Partners is one that must be ALL INCLUSIVE with components for…
WealthMapper Tietoevry
WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…

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