Best Finance Software in New Zealand - Page 197

Engage seamlessly with corporate partners, funding sources, and insurers all in a single platform tailored to your specifications, and accomplish transactions in just minutes. Optimize your complete trade finance process by taking advantage of an adaptable user interface that meets your needs. Experience a holistic solution for origination and distribution from start to finish, boosting your working capital finance with enhanced controls over allocations, validations, and calculations. Utilize the LiquidX 360 Position & Risk Monitor to gather and evaluate both your historical and anticipated risks effectively. You can also integrate your existing data and positions into the Position & Risk Monitor, regardless of the platform you currently use. Benefit from extensive real-time business intelligence and reporting features that provide insight into your transactions. Moreover, you can swiftly set up custom dashboards with transaction and risk data to improve the oversight of your operations. Additionally, explore the groundbreaking multi-carrier electronic marketplace where you can buy and sell trade credit insurance, revolutionizing how you manage your insurance needs. This innovative approach not only simplifies processes but also enhances your strategic decision-making capabilities.

Providers of trade finance solutions are continually adapting, much like the technology that underpins international commerce. The COVID-19 pandemic has delivered a significant blow to the global economy. As businesses begin to recover, the landscape will change, particularly in how risks are perceived and managed between trading partners across borders. Trade finance plays a critical role in facilitating international trade, necessitating that enterprise software evolves to meet the challenges of an unpredictable environment. Utilizing the Aite Matrix, a proprietary vendor assessment tool from the Aite Group, this impact report analyzes the competitive positioning of five specific vendors, concentrating on aspects such as vendor stability, client strength, product offerings, and customer service. The vendors examined in this report include CGI, Finastra, Infor, Intellect Design, and Surecomp. Spanning 52 pages, this impact report features 12 figures and 11 tables, providing a comprehensive overview. Aite Group clients involved in wholesale banking and payments can access this report along with the relevant charts and the executive impact deck for deeper insights. In light of evolving market dynamics, the findings of this report are particularly timely and relevant.

Oracle Banking Trade Finance provides a holistic solution for efficiently managing trade finance operations in a streamlined manner. This solution encompasses comprehensive end-to-end functionalities for a variety of trade financing products, including documentary credits, guarantees, and documentary collections. It centralizes the processing of these diverse trade finance instruments, ensuring a cohesive approach to handling transactions. Fully compliant with UCP 600, ISP98, and URDG 758, it incorporates automated workflows that facilitate auto accounting, settlement, messaging, taxation, brokerage, interest, charges, and commissions, resulting in standardized processing. Additionally, it allows for a smooth transition between different channels and offers a customizable user interface, supported by extensive open APIs that enhance flexibility and integration. This adaptability is crucial for businesses looking to optimize their trade finance operations effectively.

Eximbills Enterprise serves as a comprehensive platform that streamlines and audits the entire trade finance, open account, and payment transaction processes, operating in real-time while adhering to SWIFT, UCP, and ISO 20022 guidelines. As part of its commitment to pioneering technological advancements, China Systems has created a Java EE-compliant web application specifically tailored for trade and supply chain finance, along with open account and payment transactions. This all-encompassing solution for trade finance and payments builds upon and enhances the parameter-driven architecture established in earlier versions of Eximbills, which is the flagship offering from China Systems, thereby facilitating advanced eCommerce, open account capabilities, and services related to trade. Notably, Eximbills has transitioned from its original Wang-based design to PC LAN, AS/400, and client-server architectures, ultimately evolving into the current thin client version. Recognized as a global benchmark, Eximbills is widely adopted by numerous international banks to efficiently address their trade finance processing needs while continuously adapting to the ever-changing landscape of financial technology. With its innovative approach, Eximbills Enterprise not only meets the demands of today’s market but also anticipates future trends in the financial services sector.

The landscape of international trade is evolving rapidly each day. Financial institutions are placing greater emphasis on expanding their trade finance capabilities and enhancing their involvement in the financial supply chain. Traditional manual processes can obstruct efficient operations and introduce potential compliance and control risks. Furthermore, in a heavily paper-dependent context, stringent banking regulations require ongoing manual oversight and intervention at various points in the process. Datamatics has developed a Trade Finance Solution that acts as a catalyst for business growth, which can be deployed both on-cloud and on-premises. This innovative solution automates every aspect of the trade lifecycle and integrates smoothly with the client's existing trade finance and banking systems. Utilizing IBM Cloud Pak for Business Automation (CP4BA), Datamatics' Trade Finance Solution incorporates advanced technologies, including Intelligent Data Capture (IDP), Artificial Intelligence/Machine Learning (AI/ML), and Robotic Process Automation (RPA), to enhance efficiency and accuracy in trade finance operations. By leveraging these technologies, organizations can significantly streamline their processes and reduce the risks associated with manual interventions.

The ApPello Trade Finance System is specifically crafted to facilitate all aspects related to export and import letters of credit, letters of guarantee, as well as both documentary and clean collections. It ensures an end-to-end workflow that encompasses all parties and departments involved in the process. Furthermore, ApPello's platform adeptly supports both front-end and back-end operations simultaneously. The entire lifecycle of each transaction is managed through workflows that are supplemented by sophisticated analytics options. This solution is designed to identify and capitalize on every potential avenue for enhancing and streamlining trade finance procedures. Additionally, the ApPello Trade Finance system adheres to all SWIFT message formats associated with letters of credit, guarantees, and documentary collections. Incoming SWIFT messages are processed automatically as soon as they are received, and when a transaction is initiated, relevant message details are displayed on the bank user’s dashboard, integrated into the workflow. Outgoing SWIFT messages are also automatically generated, ensuring a seamless communication process. Overall, the system's capabilities allow for a comprehensive and efficient approach to managing trade finance transactions.

Trade finance plays an essential role in the current global economy, impacting various business operations and necessitating prompt and meticulous management. Given the complexity and depth of letters of credit, isn't it time for a solution that streamlines these procedures? Our online services empower you to take charge of your most vital processes with ease. Designed to cater to the complex nature of trade finance transactions, our offerings ensure that you can thrive in the competitive international marketplace. You can oversee collections, deposits, and securities through a user-friendly dashboard that provides daily and monthly summaries. This system facilitates smooth interactions with numerous financial institutions, whether for consumer-to-business or business-to-consumer transactions. It features fully automated exchanges of instructions and information, enabling you to digitize all trade finance-related transactions and documents. With quick deal entry and auto-fill functionalities, you will experience enhanced remediation and rapid processing times. Additionally, our platform allows for effortless integration with external systems, including SWIFT and various accounting platforms, ensuring a holistic approach to trade finance management. By adopting our services, you can significantly enhance your operational efficiency and adaptability in a fast-paced financial landscape.

Collaborations in payments are now effortless for both buyers and sellers alike. From the Hub, you can efficiently manage, enhance, and meet your trading objectives with ease. Effortlessly work together with your customers and suppliers on all trade-related tasks. Streamline your efforts by confirming trades online in one consolidated location, allowing you to save both time and energy. Stay informed and ensure you never overlook any important updates! With MODIFI's sophisticated shipment tracking functionality, you can observe all your shipments directly from the Trade Hub. All your trades, along with their essential details, are conveniently displayed on a single page, ensuring you remain informed at every moment. Whether it’s invoices, buyer information, shipment specifics, or critical timestamps, you now have instant access to all the data you require. Generating invoices for international transactions can often be a tedious process, particularly when relying on tools that aren't specifically designed for trade, such as Excel or standard accounting software. Transitioning to a dedicated platform can greatly enhance your efficiency and accuracy in managing trade documentation.

We specialize in the origination of trade finance, setting ourselves apart from typical supply chain finance providers by viewing supply chain finance as the delivery of cash flow across all stages of the supply chain rather than merely post-invoice approval by the buyer. Collaborating with various supply chain platforms, we offer funding solutions for businesses engaged in global trade, spanning the entire process from purchase orders to payments, covering aspects such as inventory and invoices. Our platform utilizes big data and our extensive expertise in supply chain transactions to deliver funding solutions that are often expensive and hard to access for many companies. We cater to the trade finance requirements of both buyers and sellers in the global marketplace, crafting financial solutions designed to enhance your cash flow. Serving a diverse clientele that includes manufacturers of all sizes across more than 50 countries, we possess a deep understanding of supply chains, allowing us to assess your business through a lens different from that of conventional lenders. This unique perspective enables us to tailor our services specifically to meet the needs of our clients in a rapidly changing economic landscape.

We facilitate clear and smooth transactions that benefit both originators and investors by providing efficient access to the trade finance market, allowing for enhanced understanding, execution, and management of investments. Our expertise lies in trade finance, where we enable effortless collaboration throughout the investment lifecycle using a single, secure, scalable platform. By harnessing cloud-based technology and API integration, we ensure an uninterrupted user experience while minimizing costs and removing the risks associated with manual processes. Tradeteq's Securitisation as a Service opens the door for institutional investors to engage in trade finance. Moreover, we transform trade finance assets into marketable capital products. Our advanced technology and workflow management solutions streamline and automate the entire process of distributing trade assets, ultimately making it more efficient and reliable for all parties involved. As a result, we empower investors to navigate the trade finance landscape with confidence and precision.

The Pear.ai Platform streamlines the everyday hurdles of overseeing energy, water, electricity, gas, sewer, fuel, or any other services for which an organization receives billing. This cutting-edge technology suite is tailored for utility management, enabling a digital transformation of your organization's utility operations. Without a current utility data platform, addressing straightforward inquiries about your organization's utility footprint can be quite challenging. The Pear.ai Platform consolidates and harmonizes all utility information from your organization, allowing for seamless access to clean data from every location, account, and meter, all without the need for manual entry. Once your data is integrated into the platform, you'll no longer have to search for uploaded bills, as all utility information will be readily accessible whenever required. The task of manually managing reporting, auditing, and payments for organizations with intricate utility profiles can be so overwhelming that crucial insights may be missed. This platform not only enhances efficiency but also empowers organizations to make informed decisions based on comprehensive and accurate utility data. By leveraging such a solution, organizations can significantly improve their operational effectiveness and strategic planning.

SmartPO is an all-encompassing procurement and inventory management solution tailored for organizations ranging from small offices to large corporations with various locations and departments. This robust procure-to-pay system efficiently manages internal requisitions, external purchase orders, the receipt of shipments, warehouse operations, inventory updates, and invoice routing, all while minimizing costs and enhancing efficiency. With SmartPO, users benefit from a unified platform that simplifies ordering across all vendors. You can place orders with established suppliers via item masters or request one-time specialty items and services. Moreover, with the right permissions, users can search the web for products, making the procurement process even more flexible. Punch-outs enable shopping directly on vendor websites such as Amazon or Office Depot, allowing users to add selected items to their orders seamlessly. Additionally, orders can be generated quickly from the supply room through barcode scanning, streamlining the ordering process. Each individual line item on an order can be meticulously coded to capture essential internal G/L codes, department allocations, grants, and more, providing comprehensive tracking and reporting capabilities. This level of detail ensures that organizations can maintain precise control over their procurement processes and expenditures.

We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals.

Currency Layer provides an API that offers reliable exchange rates and currency conversion tailored for your business needs. With precise exchange rates for 168 global currencies, updates are available as frequently as every 60 seconds, ensuring you have the most current data. The information is delivered in a user-friendly JSON format, making it easy to integrate and compatible with various applications. Users can access historical rates, convert individual amounts, analyze currency change parameters, switch source currencies, and much more. For those who find the Free Plan insufficient, advanced API access is available through subscription plans starting at a budget-friendly USD 9.99 per month. After registration, you can explore the API's features while navigating through their comprehensive Documentation, allowing for a seamless onboarding experience. This flexibility and support make Currency Layer an ideal choice for businesses looking to effectively manage their currency needs.

Portabl is revolutionizing the sharing of trusted identity information between financial institutions and the millions of individuals who rely on them. With 60% of customers abandoning online registration, we have streamlined the sign-up process to be as seamless as signing in. Our solution enables 2-touch financial access for users anywhere, across both Web2 and Web3, all while safeguarding their privacy and security. Onboard users in just two steps and under 15 seconds, utilizing the configurations that best suit your business needs. Our APIs and SDKs for web and mobile allow you to get started in mere minutes. Enhance security by validating and verifying information through zero-knowledge proofs (ZKPs), which replace the need for explicit data sharing. Leverage globally-recognized standards, such as OIDC SIOP, to enable your users to log in with their verified identity via an encrypted channel, thus mitigating password-related vulnerabilities. Furthermore, you can monitor changes to customer data in real-time, all backed by a tamper-resistant audit ledger, ensuring integrity and trust in the data shared. This innovative approach not only simplifies user onboarding but also fosters a more secure digital financial ecosystem.

Thanks to our user-friendly integration and pre-approved global data resources, you can create advanced credit solutions more quickly than ever before. Our no-code decision engine allows your Risk, Credit, or product teams to develop and oversee intricate policies and workflows independently of your developers. Enhance your decision-making speed and accuracy by streamlining and automating your customer review process, while also consolidating data from various sources into one comprehensive view. You can seamlessly incorporate your credit solutions into your own products, achieving a fully white-labeled experience for users. With a simple drag-and-drop interface, you can design your policies and organize logic trees to optimize complex workflows. Alternatively, choose from our pre-made templates to get started right away. Instantly assess customer requests by approving, rejecting, or flagging them for additional evaluation, all while maintaining complete oversight of every automated decision made, ensuring you're always prepared for any outcomes. This level of control not only improves efficiency but also fosters trust in your decision-making processes.

The Origins Suite, available both in branches and online, stands out as the swiftest, most robust, and adaptable solution tailored for the expansion of credit unions. Crafted specifically for credit unions, it harnesses contemporary, agile technology to enhance your current back-office operations, ensuring sustainable and resilient growth for the future. By leveraging modern technology and a user-friendly interface, Origins significantly accelerates the account opening procedure, allowing your members to enroll in under half the usual time. Avoid losing potential loan applicants due to a lengthy or complicated process; our straightforward and efficient platform facilitates easy applications for both existing members and newcomers alike. Furthermore, Origins provides streamlined back-office management that complements your existing systems, seamlessly integrating with all current membership and loan workflows. With our rapid and intuitive application process, you can expect speeds that exceed the industry average by more than double. Embrace modern, simple technology that enables account openings anytime and anywhere, making it an indispensable asset for your credit union's growth. This innovative solution not only simplifies operations but also enhances member satisfaction, fostering loyalty and engagement.

Collaborating with B2B service providers and SaaS firms to facilitate effortless, white-label payment solutions. Enhance your customers' experience with a straightforward and efficient checkout process featuring varied payment choices. Our current clients have seen a remarkable revenue increase of 47% after implementing pay-over-time options! Designed for effortless sharing and tracking, this service fosters stronger connections with your existing clientele. Say goodbye to traditional billing and collections once and for all. With Alternative, you receive immediate payment while we handle the collection from your customers over a flexible timeframe. Offer unmatched payment versatility through ACH, credit cards, or Buy Now, Pay Later options using our specialized tools. Benefit from complimentary ACH transactions and automatic reconciliation, allowing you to save over 10 hours of data entry each month. Leverage advanced data reports that assess business performance and customer wellbeing. Alternative is revolutionizing the B2B payment landscape, equipping you to deliver exceptional flexibility to your end customers, while ensuring you receive your payments upfront without delay. Your business can thrive with these innovative solutions at your fingertips.

The landscape of traditional finance has lagged behind the rapid pace of innovation. For small and medium-sized enterprise (SME) SaaS companies, the funding process remains outdated, difficult to navigate, and overly lengthy. This is precisely why we at Float have created an innovative solution that we refer to as Capital-as-a-Service (CaaS). Our aim is to offer SaaS startups and SMEs quick, straightforward, and non-dilutive growth capital that is friendly to founders. As fellow entrepreneurs, we are driven by a vision to enable other founders to access the necessary funds, allowing them to concentrate on building and expanding their businesses without the burden of constant fundraising efforts. By streamlining the capital acquisition process, we hope to foster a new era of growth-oriented entrepreneurship.

Our software employs the Potential Delinquency collection method, a strategy recognized by enterprise lenders for boosting month-end collections by as much as 30%. Utilizing Net Balance at Risk (NBAR), we assign risk grades ranging from A to E for every active loan, which is driven by six sophisticated scoring models operating in the background. The system intelligently determines the optimal time to reach out to borrowers for each contact number, informed by historical activity. This approach enhances your chances of making successful right-party contacts while reducing unnecessary call attempts within your portfolio. Our advanced work queues dynamically organize each agent's tasks through smart sorting algorithms, ensuring that accounts, such as those where customers defaulted on their payment promises, are prioritized. With risk grades assigned to every loan, you have the ability to delegate the most challenging accounts to your top-performing collectors. Additionally, our comprehensive reporting tools will enable you to pinpoint your most effective collectors. The software also offers actionable recommendations based on the current account status and borrower engagement levels, ensuring that you are always equipped with the best strategies moving forward. This holistic approach not only streamlines operations but also maximizes the efficiency of your collection efforts.

Examine and pinpoint significant shareholders to reveal their buying and selling patterns, while also assessing the activities of market makers to identify the most substantial gains and losses over various timeframes. Delve into the contributions of institutional investors, scrutinizing the number of shares they possess and the overall value of those holdings. Every managed campaign through Sequire includes a tailored media strategy that outlines objectives, tactics, and metrics for success. With access to a network of over 5 million engaged investors, Sequire allows for precise targeting of specific investor communities via display ads, emails, and social media. Our mission is to enhance communication with shareholders and attract interest from investors who share similar goals. We consistently track performance indicators and make necessary adjustments to maximize engagement with your desired audience, ensuring that your outreach remains effective and relevant. This comprehensive approach not only fosters a deeper connection with shareholders but also broadens your reach in the investment community.

Swift Finance offers a tailored solution for accountants and financial analysts in the finance departments of medium-sized enterprises. Our platform enhances the efficiency of essential financial operations, including month-end and year-end closures, as well as planning and forecasting tasks. Powered by the innovative infrastructure of Virtual Cube Solutions, we have supported finance teams in mid-sized and large organizations for over two decades, streamlining their financial processes. Users can work seamlessly within a conventional Excel sheet rather than utilizing pivot tables, enabling the drag-and-drop of data elements with ease. With just a single click, you can position your numbers exactly where you need them. Formatting, adding Excel formulas, and hiding rows or columns are all simple tasks. In addition, standard Excel worksheets facilitate data entry and validation, allowing for the creation and management of various budget scenarios directly within the Microsoft Excel environment. This flexibility also empowers users to quickly generate multiple iterations of their budgets, enhancing their financial planning capabilities. Overall, Swift Finance simplifies complex financial operations in a user-friendly manner.

The presence of varied, unstructured data across multiple formats and sources complicates data assurance, making it a tedious and potentially inaccurate process for your team or external consultants. To combat this, all user-connected raw data is processed through our exclusive Impact Catalyst® engine, which employs a comprehensive seven-step filtration system. This rigorous approach guarantees that your actions are based solely on the most trustworthy data and insights available. Additionally, it assists private organizations in uncovering valuable insights related to healthcare delivery, ultimately leading to enhanced health outcomes for communities. Furthermore, Proof of Impact provides private entities with the tools necessary to discover ways to improve learner results effectively. By leveraging Blockchain technology, we empower these organizations to boost transparency, reliability, and their environmental, social, and governance (ESG) performance. This innovative approach also enables forward-thinking investment firms to align their investments with unconventional financial key performance indicators (KPIs), thereby creating opportunities for generating alpha in the future. Ultimately, our solutions ensure that organizations can navigate the complexities of data while driving meaningful change in their respective fields.

Raptech is a comprehensive digital business management platform hosted in the cloud, designed to assist expanding companies in automating essential processes such as Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. By implementing effective workflows, businesses can achieve complete control over their operations. The integration of AI-driven analytics facilitates immediate, data-informed decision-making. With the right processes and tools to manage the sales pipeline and forecast, sales teams can enhance their effectiveness and efficiency, ensuring that potential leads are transformed into valuable business opportunities. Additionally, optimizing order fulfillment, billing, and payment collection can significantly boost profitability. Revenue forecasting plays a crucial role in shaping strategic decisions that aim to maximize earnings. Analyzing spending trends is vital in making informed decisions regarding cost management. Furthermore, a well-structured spend forecast is essential for closely tracking and addressing issues before they escalate. Ultimately, enhancing working capital and cash flow management not only improves operational efficiency but also contributes to a greater return on capital, thereby ensuring sustained business growth. By focusing on these areas, companies position themselves for long-term success and resilience in a competitive market.

Lytica stands out as the sole provider of electronic component spend analytics and risk intelligence, leveraging genuine customer data for its insights. With a solid reputation among clients worldwide, our exclusive SupplyLens™ Pro platform empowers users to achieve cost savings and minimize supply chain vulnerabilities. Lytica uniquely gathers authentic data—anonymized and aggregated—from actual companies, as it serves as a foundational platform for their ongoing improvement initiatives. This capability has led to the development of an electronic supply chain model, which effectively creates a digital twin of reality, enabling Lytica to analyze purchasing behaviors, vendor relationships, and pricing trends across various vertical markets, channels, and regions. Furthermore, Lytica offers clients insights into their competitive standing within their industry by commodity classification and identifies key focus areas for their next negotiations. As the network of customers using Lytica expands, the precision of the digital model continues to enhance, leading to more informed decision-making. Ultimately, this innovative approach not only benefits individual clients but also contributes to a broader understanding of industry dynamics.