Best Banking Software for Freelancers - Page 2

INFINIT offers specialized banking services tailored for small and medium-sized enterprises, incorporating AI-enhanced business tools. This all-encompassing platform merges vertical banking with essential business features, powered by an intelligent operating system that utilizes both AI and deep industry knowledge. We focus exclusively on certain sectors to deliver the most effective financial and operational tools that truly cater to your unique requirements. Our offerings meet stringent regulatory and industry benchmarks, ensuring compliance and security for our clients. We implement advanced anti-fraud technologies to safeguard customer identification, while fully complying with GDPR and anti-money laundering laws. INFINIT stands as a transformative global banking application, initially launched in Europe and now making strides across the globe. Our pioneering solutions not only streamline conventional methods but also foster growth and ease for business proprietors everywhere. This platform serves as a comprehensive resource to simplify business management for you and your team, ultimately driving efficiency and productivity. By focusing on innovation, we aim to redefine how businesses interact with banking services.

Experience a transformative digital banking journey with a unified software platform. Financial institutions vary greatly in their size and approach, each possessing unique requirements and expectations for digital banking solutions. FIS Digital One ensures uniformity across both digital and mobile self-service options, as well as banker-assisted interactions, catering to retail customers, business clients, and internal employees alike. Since every customer has individual expectations, it is crucial to provide retail banking experiences that are personalized, convenient, and accessible to meet those needs. With its flexible modular architecture, Digital One allows for the creation of customized experiences tailored to your entire client base, granting them the self-service digital banking solutions they desire. FIS is committed to advancing its offerings, enabling you to deliver digital banking experiences that significantly surpass industry standards. This commitment involves enhancing usability, focusing on user experience and design, and incorporating innovative features. By prioritizing these enhancements, FIS aims to empower your institution to foster stronger customer relationships and satisfaction.

Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major accounting system enabling fast and simple access to fully standardised accounting data in real-time. Collect, format and interpret your customers’ financials in real-time with the Validis API. Enhance your digital lending journey, improve speed of decision and gain greater insights to portfolio performance. Industry-leading dashboards provide invaluable insight. Flag potential fraud, monitor portfolio health and covenants, conduct spreading and more. Deep insights and smarter risk-based decision making. Validis replaces the need for manually collecting and consolidating data for lending, risk management and audit purposes.

The IC-Banking suite is meticulously crafted to deliver an exceptional experience tailored to every user. It equally prioritizes the needs of retail and corporate clients, as well as those of the bank's developers and technology teams, all while fostering the advancement of Fintech ecosystems through an open platform limited only by the imagination of its users. At its most external layer, our Smart Rings model aims to forge a seamless connection between the platform and its various stakeholders, while the internal rings offer a suite of tools, channels, and business functionalities essential for achieving this goal. This entire framework is underpinned by our powerful technological foundation, which serves as the suite's backbone and essence. Offering complete, intelligent, and omnichannel solutions for corporate banking, we strive to be present where customers are and deliver precisely what they require, fulfilling the core purpose of our service while continually adapting to evolving market demands.

The software operates in a cloud environment while functioning as a desktop application, allowing you to effortlessly manage your Sacco, regardless of the geographical locations of your offices. You have the flexibility to create an infinite range of share products, such as ordinary and special shares, each with distinct face values and current prices tailored for your members. Moreover, our Sacco management software enables you to establish limitless savings products, allowing you to customize them based on the specific needs of your Sacco's portfolio. Additionally, you can configure parameters like dormancy periods, interest rates, minimum withdrawal limits, and maximum withdrawal amounts for each product. Furthermore, you can create as many loan products as needed, offering various instances of loans with different repayment periods, interest calculation methods (such as flat or reducing balance), interest rates, and defined minimum and maximum loan amounts. This comprehensive functionality empowers you to fully optimize the financial offerings of your Sacco.

>PrintMail eStatements can save you money >A higher adoption rate that the industry average >Single sign on integration with most online banks >Provide DDA, Savings and Loans, Notices, Taxes, Taxes, and Other Documents >Revenue-driving, targeted Click-through Ads >Mobile device access and SMS text capability

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Nelito's extensive FinCraftTM banking suite, along with our support services, brings considerable value to banks thanks to our rich experience, industry knowledge, and commitment to delivery excellence. We provide solutions that can be adopted through both Opex and Capex models. Rather than relying on the solutions from larger or multiple providers to meet their changing needs, banks can leverage our offerings which deliver affordable quality. This positions Nelito as a reliable and dedicated technology partner for financial institutions. Our FinCraftTM brand includes proprietary intellectual properties focused on various areas such as Transactions Management, Payments, Regulatory & Risk Reporting, Mobility, Data Management, and Business Intelligence & Analytics. The development of these solutions is underpinned by adhering to the highest quality management standards in the industry, ensuring that our clients receive exceptional service and support. Therefore, banks can feel confident knowing they have a trustworthy ally in Nelito for their technological advancements.

Co B I S Banking Software delivers a seamless banking experience with its Smart Effortless Banking Functionality, rapid financial reporting capabilities, and simplified management for banking institutions, which collectively enhance in-house productivity and boost overall customer satisfaction. We provide a comprehensive selection of products tailored for various financial entities, including banks, lending firms, village banks, microfinance institutions, cooperatives, and SACCOs, allowing you to elevate your business operations with greater efficiency, lower expenses, and the agility to quickly introduce new products and services via our cloud banking system trusted by financial organizations worldwide. To facilitate your effective use of Co B I S, we offer support in data migration to seamlessly integrate all your existing manual records into the CoBIS Software. Additionally, we provide accounting consultancy and training designed to empower individuals with no prior accounting knowledge, ensuring they are well-equipped to handle financial tasks. Furthermore, we also offer specialized training for Co B I S Microfinance Software, ensuring that your workforce can stay updated with necessary refresher courses as needed. By choosing Co B I S, you are investing in a future of enhanced operational capabilities and customer satisfaction.

Sahakaar is a comprehensive online software tailored for Credit Cooperative Societies, offering a wide array of features that streamline various processes. It enables users to easily access the Balance Sheets of individual branches, as all branches are interconnected, eliminating the need for separate report submissions. Compensation for services is provided through commissions to agents, ensuring fair remuneration for their contributions. Shinewell Innovation, based in Jodhpur, specializes in software products and services consultancy, delivering innovative, dependable, and cost-effective solutions tailored to our clients' needs. Our commitment to excellent service is supported by a dedicated team, which enhances efficiency and ensures high performance. With robust technological expertise, we offer quality-controlled software services to our offshore clientele while simultaneously minimizing their return on investment. We remain steadfast in our ethical standards, vision, and mission to help you realize your business aspirations, forging long-term partnerships built on trust and success.

Customers have drifted away, but they aren't entirely to blame. Each new subscription, utility, loan, or financial commitment introduced a seemingly "handy" payment method, leading to a situation where their financial affairs became scattered across multiple platforms. Now is the moment to guide customers back to their financial institutions, where their payments can be unified in a single location, ultimately reducing both time and frustration. Payveris serves as your entry point to the Paymentus Instant Payment Network®, facilitating quicker, more straightforward, and engaging digital transactions, as well as efficient money management. By providing your customers with simplified, rapid, and accessible digital payment options and money transfer services from any device, at any time, and through any channel, you can enhance their experience. Additionally, Payveris empowers small businesses to manage their bills and invoices more efficiently, offering them the flexibility and control they need through comprehensive money movement solutions. This approach not only benefits the customers but also strengthens the relationship between financial institutions and their clientele.

Our primary focus lies in providing a comprehensive array of automation solutions for financial operations, encompassing various banking sectors including retail banking services, portfolio oversight, as well as savings, current, and fixed deposit accounts. These solutions facilitate multiple delivery channels and back-office functions, all integrated with a cohesive general ledger. Furthermore, our offerings extend to essential non-banking operations, such as micro-finance management and compliance reporting, among others. We also provide client-facing solutions through electronic delivery platforms, including management systems for ATMs and POS, reconciliation and settlement processes, as well as services for mobile, agency banking, and Internet banking. Our greatest strengths reside in our people and technology, which form the backbone of our business. We take great pride in collaborating closely with our clients to co-create tailored solutions that meet their unique needs. This partnership approach enables us to continually adapt and innovate in a rapidly changing financial landscape.

Aceway Moneyman provides robust core banking solutions for managing deposits, loans, and reinvestments through a secure and reliable platform that has been operational globally for more than four decades. This software is accessible in the United States and adheres to IRS tax reporting standards. Moneyman is designed to scale effortlessly, accommodating a diverse range of use cases. Users maintain full control over their data! It is offered as both desktop and cloud-based applications, or a hybrid of the two. We provide versatile and strong data storage solutions aimed at ensuring the security and integrity of your information, all supported by exceptional customer service and training resources. With Aceway Moneyman, you can experience peace of mind knowing your banking operations are in capable hands.

Revogear is a comprehensive software solution designed for managing electronic money transactions, supporting multiple currencies and cryptocurrencies as well. Central to the system is an eWallet, which offers a wide array of financial services tailored to meet the needs of private international banks, electronic money institutions, and payment service providers. Its modular design allows businesses to customize the platform according to their specific requirements, ensuring flexibility and scalability. With features that accommodate multi-currency, multilingual, and multi-region capabilities, Revogear is suitable for deployment on a global scale. The system's architecture facilitates growth in tandem with business expansion, making it an ideal choice for evolving organizations. Revogear encompasses various software modules, including a customer portal, corporate portal, mobile application, back office, and an antifraud console, all designed to enhance user experience and security. Additionally, it efficiently handles international transfers through Swift, SEPA, and European direct IBAN, along with offering integration for prepaid Mastercard and VISA, complete with external authorization message management for enhanced transaction security. This versatility establishes Revogear as a leading option for businesses looking to streamline their financial operations.

Experience seamless B2B payments with Isabel 6. This innovative platform allows you to access all your accounts from over 25 banks with a single login. With support for 26 Belgian banks, Isabel 6 enables you to download CODA files and initiate group payments all through one convenient multibanking interface. Additionally, it can be seamlessly integrated into your existing accounting software and ERP systems. By automating routine tasks, you can enhance efficiency and make better use of payment and CODA files. Collaboration with your finance team is made easier as Isabel 6 facilitates sharing of beneficiaries and the ability to enter payments, allowing for immediate signatures from the CFO or manager when required. Furthermore, this multibanking platform adheres to all financial regulations and legislation, ensuring that each transaction is fully traceable and secure. Complete intricate transactions swiftly while minimizing the risk of human error. Ultimately, you gain a comprehensive view of your company’s financial landscape, empowering informed decision-making. The efficiency and security that Isabel 6 offers can transform your business's payment processes.

FinSys is a dynamic, secure, and cost-efficient banking platform designed for digital, community, and agency banking, featuring a modular service-oriented architecture that encompasses a wide array of functionalities essential for achieving financial inclusion. Leveraging the Apache Fineract engine, FinSys boasts multi-entity, multi-currency, and multi-lingual capabilities, catering to diverse user needs. Its extensive suite of independent business modules operates seamlessly within a unified framework, allowing financial institutions to introduce new services in a highly economical manner. Additionally, FinSys facilitates various financial products, including loans, investment accounts with both fixed and recurring deposit options, savings and current accounts, as well as standing instructions and account transfers, while offering a mix of deposit and credit facilities. The platform also ensures flexibility in managing interest rates, charges, and fees, further enhancing its usability. Furthermore, FinSys includes a comprehensive agency banking module that encompasses functionalities such as agent management, till management, and the administration of fees, charges, and commissions, thereby empowering agents to operate efficiently.

F2B Payments serves as an ideal solution for initiating new banking operations aimed at neobanks or payment service providers. This system encompasses a comprehensive suite of Front to Back components that blend account management with payment capabilities, catering to both conventional banks and digital financial institutions while providing essential services tailored for emerging banking entities following a neobank model. The F2B solution is designed to be complete, cohesive, and modular, allowing for adaptable deployment that facilitates swift implementation. Within this framework, the Client Management module is key, as it focuses on the introduction and oversight of identification data for any individual or entity that interacts with the Bank. This includes natural persons—both individual consumers and professionals—as well as legal entities. The system also enables the tracking of customers, non-customers, and potential clients, and it offers the ability to group clients, fostering connections between individuals and organizations. Furthermore, the process of entering and refreshing this information is organized within a foundational module that manages general data efficiently. This structured approach ensures that all client interactions are effectively documented and easily accessible.

TrueLayer stands out as a premier technology firm that offers secure and worldwide access to financial systems. Our APIs empower developers to create top-tier products that can access data and facilitate payments instantaneously and securely. Established in 2016, TrueLayer has partnered with major global banks, is supported by prominent venture capital firms, and is trusted by leading fintech companies like Monzo, Revolut, and Zopa. By democratizing open banking through our platform, TrueLayer allows developers from various sectors — ranging from emerging startups to large enterprises — to transform financial services. Operating in the UK, Europe, and Australia, TrueLayer simplifies the integration of advanced payments and financial data into any application. Create innovative products that resonate with your users, enabling seamless money transfers at competitive rates while ensuring an exceptional user experience. Our solution eliminates the need for cards, minimizes fraud risks, and avoids chargebacks, ensuring a smooth financial transaction process.

RISK IDENT, a leader in software development, offers anti-fraud solutions for companies in the e-commerce and telecommunications sectors. We are experts in machine learning and data analytics. Our most important products are DEVICE IDENT Device Fingerprinting and FRIDA Fraud Manager. These include account takeovers, payment fraud, and fraud within loan applications. Our intelligent software products detect online fraudulent activity by automatically evaluating and interpreting data points. We provide real-time results that allow you to stop fraudulent attacks before they occur. Multiple awards, serious data security. The key to fraud prevention is the network and evaluation of all relevant data points at high speed. We deliver exactly that: Real-time identification of anomalies.

CECL FIT is tailored to assist you in adhering to the updated CECL accounting standard. Our innovative web-based platform, CECL FIT, along with the expertise of our PCBB Advisors, will lead you through the process of identifying the most suitable methods for your various loans and securities categories. Featuring a powerful and adaptable executive dashboard, CECL FIT allows you to monitor your portfolio reserves, conduct assumption tests effortlessly, and receive immediate feedback. Organizations with minimal or no historical losses can quickly begin the process and identify the best options for each specific loan or securities segment. The user-friendly executive dashboard enables you to visualize the effects of any modifications in real-time. You will benefit from forward-looking, reasonable, and substantiated forecasts, ensuring that the flexible web-based solution aligns with your evolving needs as you progress. Additionally, you can evaluate the implications of credit loss across loans, unfunded balances, and held-to-maturity (HTM) securities effortlessly.

We handle all the compliance and regulatory issues so you can focus on business growth. You can securely handle supplier payments and create a benefits program that your employees will love. Customers will love digital gifting. This makes crypto PoS easy and secure. Your business can now enable everything, from compensation payments to salary advances. All the necessary tools are available to plug-and play, including crowdfunding and B2B marketplaces. Adding financial services to your customers exactly when they need them was difficult up until now. This is no longer the case. You can choose the services you need, and then add value to your customers with our ready-made, plug and play financial services.

All of our products can be used together to provide financial services. You can also choose to use just a few applications. Most of the products can be used separately or integrated with other systems via JSON API (JSON). The configuration layer and CRM are the two main components of the tool. The configuration section is responsible for managing customer service, lending processes, products, workflows, and other related tasks. The CRM component allows customers to open accounts, create applications, communicate with them, and make payments. The Banking solution can be used in conjunction with other applications (see below).

Establish a fully operational digital banking platform in just a few days. Whether you're initiating your banking services, developing an e-wallet, or integrating FinTech solutions into your existing products, Crassula Banking has all the resources you need. This platform caters to businesses serving both individual and corporate clients, as well as financial institutions that provide IBANs and payment services. It's also ideal for currency exchange firms, telecom companies, retailers, and crowdfunding organizations aiming to offer financial accounts to their customers. All banking accounts offered are multi-currency and designed for private users, business clients, and licensed financial entities, accessible through API, web, and mobile applications. Enjoy a seamless experience with card issuance and management, transaction processing, and customizable fee structures, all supporting various currencies. Empower your customers to shop both online and in-store with options for virtual and physical cards. Control balances, currencies, chargebacks, and additional features all from one comprehensive platform. Start building your own global eCommerce payment gateway today with Crassula, and unlock a world of financial possibilities for your clientele.

Teller offers a user-friendly API that enables seamless verification of account details, facilitates money transfers, processes payments, and allows transaction viewing among other functionalities. This service simplifies the integration of bank accounts into your application, providing attractive account enrollment interfaces that securely transmit sensitive information directly to our protected servers, alleviating concerns for your team. Unlike many other services that rely on screenscraping—often a fragile and sluggish method that can result in downtime and outdated information—Teller connects with every bank through authentic APIs. As a result, users benefit from real-time, accurate banking data that is consistently reliable. You can easily test this functionality by executing the provided command in your terminal. With Teller, you can establish dependable bank account connections, ensuring a sense of security and peace of mind for your users. Experience the convenience and reliability of integrating Teller into your application today.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.