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description: Page 7 - Discover the best Financial Services Software for your organisation. Compare top Financial Services Software tools with customer reviews, pricing and free demos.
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title: Page 7 - Best Financial Services Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Financial Services Software](https://www.softwareadvice.co.uk/directory/4356/financial-services/software) > [Page 7](https://www.softwareadvice.co.uk/directory/4356/financial-services/software?page=7)

# Financial Services Software

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## Products

1. [VeriBranch](https://www.softwareadvice.co.uk/software/488162/VeriBranch) (0 reviews) — VeriBranch is a branch automation solution that helps transform banks from being transaction-centric to customer-cent...
2. [Sayari Graph](https://www.softwareadvice.co.uk/software/248714/sayari-graph) (0 reviews) — Sayari Graph is an intelligence platform that provides instant access to public records, financial intelligence, and ...
3. [Cash & Credit](https://www.softwareadvice.co.uk/software/435740/cash-and-credit) (0 reviews) — Cash \& Credit is a collection automation and credit management software package. It improves the performance of 3...
4. [Genesis](https://www.softwareadvice.co.uk/software/441288/genesis-global) (0 reviews) — Genesis Global Platform offers a low-code framework for developing full-stack applications specifically for the finan...
5. [Banqsoft Digital Banking](https://www.softwareadvice.co.uk/software/431467/banqsoft-digital-banking) (0 reviews) — Banqsoft's Digital Banking solutions empower financial institutions to create exceptional customer experiences, strea...
6. [GaiaLens](https://www.softwareadvice.co.uk/software/510070/GaiaLens) (0 reviews) — GaiaLens builds secure, explainable AI solutions that transform the workflows at the heart of financial institutions ...
7. [Tiimely](https://www.softwareadvice.co.uk/software/449617/Tiimely) (0 reviews) — Designed for businesses of all sizes in the banking industry, Tiimely is a cloud-based lending automation platform th...
8. [FinX](https://www.softwareadvice.co.uk/software/521671/FinX) (0 reviews) — FinX provides real-time financial intelligence and automates extraction from financial statements and documents, deli...
9. [Aico](https://www.softwareadvice.co.uk/software/463339/Aico) (0 reviews) — Aico is a financial close platform designed for large enterprises. It caters to the needs of accounting teams in comp...
10. [etops Wealth Discovery](https://www.softwareadvice.co.uk/software/529791/etops-Wealth-Discovery) (0 reviews) — Etops Wealth Discovery is a financial management platform designed for wealth managers, family offices, independent f...
11. [etops Advisory Hub](https://www.softwareadvice.co.uk/software/529800/etops-Advisory-Hub) (0 reviews) — etops Advisory Hub is a modular, web-based platform that enables financial institutions to deliver compliant, persona...
12. [IronClad Family](https://www.softwareadvice.co.uk/software/533447/IronClad-Family) (0 reviews) — IronClad Family is a planning platform designed for financial advisors to identify opportunities within their existin...
13. [CIBIL](https://www.softwareadvice.co.uk/software/535072/CIBIL) (0 reviews) — AOPAY Best CIBIL API Solution is a secure platform that allows businesses, banks, NBFCs, and fintech lenders to acces...

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Page: 7 / 7\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4356/financial-services/software?page=6)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/software)
- [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software)
- [Spend Management Software](https://www.softwareadvice.co.uk/directory/4086/spend-management/software)
- [Accounts Payable Software](https://www.softwareadvice.co.uk/directory/1851/accounts-payable/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/4356/financial-services/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

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Key features include self-service kiosks, video teller machines and interactive digital walls.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/acbe16f9-f098-49aa-a406-0bf3297af91a.png","url":"https://www.softwareadvice.co.uk/software/488162/VeriBranch","@type":"ListItem"},{"name":"Sayari Graph","position":2,"description":"Sayari Graph is an intelligence platform that provides instant access to public records, financial intelligence, and structured business information on over 455 million companies worldwide. Sayari Graph illuminates commercial and supplier networks by connecting key relationships between businesses and individuals. This assists investigative teams in navigating critical yet obscure ties.\n\nSayari Graph features cross-border network discovery and deeper risk insight to drive more effective investigations. It efficiently surfaces entities linked to designated parties or high-risk jurisdictions using embedded watchlists, trade and maritime data, graph analytics, and geospatial search. This empowers organizations to conduct global trade risk analysis. Sayari Graph also accelerates cross-border investigations into illicit financial activity with comprehensive beneficial ownership information from offshore and hard-target jurisdictions.\n\nSayari Graph ensures confidence in mission-critical decisions by providing necessary context for confident conclusions, information sharing, and reporting. It helps reduce systemic risk by prioritizing transparency. 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Can be coupled with an internal BI tool for even more expert management.\n\nCollection process: Cash & Credit automates personalised invoice dunning scenarios, combining preventive and curative levers to eliminate or reduce late payments.\n\nDispute process: Cash & Credit reduces the time and rate taken to resolve disputes by coordinating the actions of each player in a workflow. \n\nCredit process: the risk policy is managed directly in Cash & Credit from the customer profile, segmentation, payment conditions, guarantees and credit insurance contracts. All customer data is consolidated so that we can get to know them better, anticipate their payment behaviour, adapt the dunning process, manage credit limits and, if necessary, block/unblock orders.\n\nIn terms of reporting, Cash & Credit displays production, performance and risk indicators on a dashboard: DSO, BPDSO, Excess, ACD, aged trial balance. Cash & Credit can be coupled with an internal BI tool for even more expert management.\n\nCash & Credit meets all the needs of customer risk and credit management teams:\n1.\tReduce late payments and non-payments by systematically deploying all preventive and curative levers. \n2.\tMonitor and anticipate incoming payments, significantly improving cash flow\n3.\tManage teams and improve productivity by automating repetitive tasks using Robotic Process Automation (RPA). Employees are freed from repetitive tasks. With an estimated productivity gain of 30%, they can concentrate on higher value-added activities.\n4.\tSharing the cash culture between all the players (sales, finance, credit management, debt collection) to prevent customer risk, speed up the resolution of disputes and ensure payment on time.\n5.\tTailor credit policy to the real value of the customer.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/92efcf5c-b704-4968-b259-e663052c0b4b.jpeg","url":"https://www.softwareadvice.co.uk/software/435740/cash-and-credit","@type":"ListItem"},{"name":"Genesis","position":4,"description":"Genesis Global Platform offers a low-code framework for developing full-stack applications specifically for the financial markets. The framework is designed to help professional developers build and customize applications more efficiently using programming languages such as Kotlin, Java, and TypeScript.\n\nThe platform includes pre-built user interface and business components, as well as a design system, making it easier for developers to create visually appealing and responsive applications. Security features, such as granular user access controls, multi-factor authentication (MFA), and integration with LDAP and SAML, ensure the protection of data both in transit and at rest.\n\nAdditionally, the platform offers flexibility in infrastructure, allowing applications to be hosted on Genesis Global's public cloud, a private cloud, or through an on-premises deployment, depending on an organization's specific requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c11cbd7b-d42e-4b8d-a726-ad30c1cb447b.jpeg","url":"https://www.softwareadvice.co.uk/software/441288/genesis-global","@type":"ListItem"},{"name":"Banqsoft Digital Banking","position":5,"description":"Banqsoft's Digital Banking solutions empower financial institutions to create exceptional customer experiences, streamline operations for enhanced efficiency, mitigate risks, and accelerate time-to-market, positioning them well in the rapidly evolving digital banking landscape.\n\nDesigned with a customer-centric approach, Banqsoft's solutions seamlessly orchestrate personalized customer journeys across all channels, optimizing processes for unparalleled efficiency and minimizing risks, enabling banks to navigate the dynamic banking landscape with confidence.\n\nBanqsoft's Digital Banking solutions serve as a catalyst for improved performance, enabling banks to deliver exceptional customer experiences that drive overall business success.\n\nLeveraging Banqsoft's Digital Banking platform, financial institutions can elevate the customer experience to new heights, streamline operations for unmatched efficiency, mitigate risks with strategic foresight, and prepare for the future of banking, positioning themselves as leaders in the industry.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/382a94ef-df45-4221-b0a9-6666c676de08.jpeg","url":"https://www.softwareadvice.co.uk/software/431467/banqsoft-digital-banking","@type":"ListItem"},{"name":"GaiaLens","position":6,"description":"GaiaLens builds secure, explainable AI solutions that transform the workflows at the heart of financial institutions and corporates. Our mission is simple: to replace manual, fragmented, error-prone processes with intelligent, auditable AI that drives clarity, compliance, and competitive advantage.\n\nWe began by solving one of the toughest challenges in finance: making ESG data transparent, reliable, and real-time. That experience, ingesting messy PDFs, unifying structured and unstructured data, and building explainable scoring systems, taught us how to bring trust to AI. Today, we apply that same expertise to a wider set of critical business processes.\n\nOur modular platform includes four key solutions:\n\nRegulation AI\nTake the pain out of multi-regulation compliance, from CSRD to SFDR to ISSB, with AI-generated reports that are transparent, traceable, and regulation-ready.\n\nData AI\nYour internal systems hold critical insights, but they’re often stuck in silos, spreadsheets, or unstructured formats. Data AI helps you clean, tag, and connect internal data sources (like CRM systems, production outputs, and financial reports) and merge them with third-party or public data for smarter workflows.\n\nDocument AI\nTransform static PDFs into interactive intelligence. With Document AI, you can ingest filings, disclosures, or internal documents and instantly extract structured data, or even chat with them using our bespoke-trained GenAI engine.\n\nRisk AI\nFrom fraud and bribery to sanctions breaches and reputational controversies, Risk AI continuously monitors global news and filings to flag early warning signals. Every alert is scored, categorised, and explained to support rapid decision-making.\n\nSustainability AI \nOur flagship sustainability toolkit provides daily ESG scores, automated SFDR and TCFD reporting, and AI-powered greenwashing detection. With GL Chat and GL Report, sustainability professionals save hundreds of hours per year on reporting and analysis.\n\nWhat makes GaiaLens different is not just what we build, but how we build it. Every solution is:\n\nExplainable - every recommendation, score, and report comes with context you can trust.\n\nSecure - designed for regulated industries with enterprise-grade data privacy and governance.\n\nTailored - our AI integrates with your workflows, your data, and your regulatory requirements.\n\nScalable - built to grow with your organisation, from single modules to a full AI workflow engine.\n\nFrom ESG pioneers to enterprise AI transformation partners, GaiaLens is helping organisations enter the AI era with confidence, clarity, and control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51fbc695-57ef-4b2a-97b1-763425b34ec6.png","url":"https://www.softwareadvice.co.uk/software/510070/GaiaLens","@type":"ListItem"},{"name":"Tiimely","position":7,"description":"Designed for businesses of all sizes in the banking industry, Tiimely is a cloud-based lending automation platform that helps manage customer interactions, handle loan applications, generate reports and more.\n\nThe solution comes with a decide module which collects financial data from various sources, provides behavioral insights to the administrators and automates the collection of income and expenses of the customer. Tiimely provides calculator APIs configured to the policy requirements and helps inform customers about repayment obligations, upfront costs and more. Administrators can also upload finalized assets and applications to the balance sheet and access reports via the dashboard. \n\nThe solution can be connected to customer relationship management (CRM) systems, decision engines and risk scorecards through API. Support for Tiimely is extended via email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bcab8521-8c01-4230-a8b6-e6a801b9fb1a.jpeg","url":"https://www.softwareadvice.co.uk/software/449617/Tiimely","@type":"ListItem"},{"name":"FinX","position":8,"description":"FinX provides real-time financial intelligence and automates extraction from financial statements and documents, delivering multiple metadata attributes such as financial indicators, earnings reports, and other insights to support market research, competitive benchmarking, and risk analysis, streamlining workflows. 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The platform also alleviates the burden of overtime and stress traditionally associated with the financial close, enabling finance professionals to achieve a better work-life balance.\n\nAico provides live ERP integrations with SAP, Oracle, and Dynamics 365, allowing for real-time validation and faster close with fewer errors. The platform is designed to serve large companies with complex financial processes and offers customer service to help accounting and finance teams concentrate on the most valuable activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ed5536c2-92d7-4145-9123-c45aa82df075.png","url":"https://www.softwareadvice.co.uk/software/463339/Aico","@type":"ListItem"},{"name":"etops Wealth Discovery","position":10,"description":"Etops Wealth Discovery is a financial management platform designed for wealth managers, family offices, independent financial advisors, asset managers, banks, and insurance companies. It supports navigation of complex markets while addressing regulatory compliance and operational efficiency.\n\nThe platform provides insights tailored to specific users, enabling analysis of wealth data at portfolio, family, or mandate levels. Its analytics tools offer allocation analysis, risk metrics, performance measurements, exposures, and net asset values in a centralized system. Monitoring features help track investment guidelines across various asset classes and instrument types, comparing them to target allocations and benchmarks.\n\nThe platform includes a client management hub that organizes data, documents, and communications while supporting compliance processes such as KYC, AML, and PEP classifications. A document management system ensures secure storage and easy access to files, reducing manual handling. An AI-based co-pilot assists with tasks and provides insights to improve workflows, helping professionals manage operations efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6a893985-ffd1-4ce3-ba4a-2f7da08d40ea.png","url":"https://www.softwareadvice.co.uk/software/529791/etops-Wealth-Discovery","@type":"ListItem"},{"name":"etops Advisory Hub","position":11,"description":"etops Advisory Hub is a modular, web-based platform that enables financial institutions to deliver compliant, personalized investment advice across the entire advisory lifecycle. It supports multiple advisory models, from fully digital to hybrid and traditional, and integrates with CRM systems, custodian banks, and regulatory frameworks. \n  \nThe platform includes modules for client profiling, investment proposal generation, compliance validation, and reporting. Advisors can guide clients through a structured onboarding process, capture risk preferences and sustainability goals (including ESG factors), and generate tailored investment proposals. All documentation, such as suitability of reports and cost disclosures, is automatically generated in real time and stored in a centralized audit trail. \n  \netops Advisory Hub is compliant with MiFID II and GDPR and supports ESG profiling in line with EU regulations. It is fully brandable and configurable to reflect the institution’s investment philosophy, product universe, and regulatory requirements. The platform is designed to increase advisor productivity, reduce operational risk, and enhance the client experience through automation, visual content, and intuitive interfaces. It can be deployed as a standalone solution or integrated with other modules such as Robo Advisor, Portfolio Manager, and Wealth Discovery","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54dfb6c2-285a-401c-9c86-de72ecd1da57.png","url":"https://www.softwareadvice.co.uk/software/529800/etops-Advisory-Hub","@type":"ListItem"},{"name":"IronClad Family","position":12,"description":"IronClad Family is a planning platform designed for financial advisors to identify opportunities within their existing client base. It focuses on asset protection beyond portfolio management, supporting advisors in addressing areas such as life insurance needs, estate planning updates, and digital asset protection.\n\nThe platform includes a gap discovery process to uncover planning opportunities. It offers asset organization compliant with RUFADAA regulations and uses zero-knowledge encryption for data security. Features include protection for financial accounts, digital assets, important documents, and family instructions, all stored securely. Emergency notification capabilities provide alerts for changes in client information.\n\nIronClad Family provides tools for financial account organization, digital asset protection, estate planning, generational asset transfer, and end-of-life planning. Security measures ensure data privacy and reduce liability for advisors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5599e8df-18c9-46a8-96ff-b7bcb615567a.jpeg","url":"https://www.softwareadvice.co.uk/software/533447/IronClad-Family","@type":"ListItem"},{"name":"CIBIL","position":13,"description":"AOPAY Best CIBIL API Solution is a secure platform that allows businesses, banks, NBFCs, and fintech lenders to access real-time credit scores and reports for individuals and companies. Our API streamlines credit risk assessment, loan eligibility checks, and financial decision-making by providing accurate, up-to-date credit information directly from CIBIL.\n\nWith easy integration into digital lending platforms, banking systems, and loan origination workflows, CIBIL API automates credit verification, reduces manual effort, and ensures regulatory compliance. AOPAY solution supports secure data handling, audit trails, and customizable reporting, helping organizations manage credit risk effectively.\n\nIdeal for banks, NBFCs, fintechs, lenders, and financial institutions, CIBIL API improves operational efficiency, accelerates loan approvals, improves risk assessment, and ensures accurate credit evaluation for smarter lending decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6fba99ad-d684-4a6f-8be2-7d0539eb73d8.png","url":"https://www.softwareadvice.co.uk/software/535072/CIBIL","@type":"ListItem"}],"numberOfItems":13}
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