Channel Platform Software

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Sales and delivery channels for financial services have expanded beyond face to face or call center interactions. Today they incorporate brick and mortar as well as digital and omni-channel options. These systems and platforms help financial institutions sell products and service clients via the various channels used by banks, insurers, and other financial institutions.

ATM Systems and Assisted Self-Service Devices

Find ATM Systems and Assisted Self-Service Devices in our vendor directory. Use the research platform to evaluate ATM systems and assisted self-service device solutions and to analyze and compare functionality for these solutions. Use our directory to identify vendors and solutions in the ATM and assisted self service market and to create short lists of vendor systems for your future buying needs.
Banking Omnichannel Customer Experience Platforms

Use our directory to find omnichannel customer experience platform (CXP) solutions available to financial institutions. Digital customer engagement platforms capable of implementing bespoke customer journeys across all points of customer interaction (or developing towards that capability). This includes: digital self-service (online + mobile), branch teller, branch platform sales, contact center and ATM channels. Omnichannel CXPs can be deployed for selected (e.g., digital) channels or, over time, used as a single, enterprisewide system of interaction, keeping systems of record intact. In contrast to legacy, siloed channel systems, omnichannel CXPs represent a specific architecture approach to accomplish management of the front end to back end to external system integration by acting as a system of enablement. These platforms combine easily managed business rules, essential data, common capabilities, and an API-driven integration layer that coexists persistently alongside systems of interaction (branch, digital, contact center, ATM platforms, etc.) and systems of record (DDA, LMS, CRM, etc.) and can, selectively or comprehensively, serve as systems of interaction as well, replacing legacy channel technology stacks. Buyers can use the research platform to evaluate internet , tablet, and mobile application software with analysis and comparison of specific financial service application functionality.
Contact / Call Center Systems

Find contact / call center systems and solutions in our vendor directory. Use the research platform to evaluate contact center / call center systems that support basic call center functions, such as call routing and logging, agent desktop interface, multi-channel communications and predictive dialing. The directory also offers analysis and comparison of key capabilities to support contact center call servicing needs. Determine which contact / call center systems are in the market and create short lists of vendor systems for your future buying needs.
Employer / Employee Insurance Benefit Portal

Find Employer/Employee Benefit Portal systems on our financial technology solutions research platform. Use the directory for vendor discovery and use our guide to compare and evaluate software including reports and RFIs on functionality used by financial institutions including insurers. An Employer / Employee Benefits Portal allows an employer to manage employee benefits and access the resources available with the group/voluntary insurance coverage. It also allows an employee to enroll in benefits.
Insurance Agency Management Systems (AMS)

Use our directory to find agency management systems (AMS) available to insurance agencies to help manage their business. Agency management systems systems provide a single location for customer data across insurers as well as financial and operational information across insurers. Research the AMS market in our directory, analyze the features and functions available in the systems, and create short lists of vendor systems for your future buying needs. An agency management system (AMS) is designed to help insurance agencies manage their business. These systems provide a single location for customer data across insurers as well as financial and operational information across insurers. Agents can can directly download commission information from the carriers and obtain useful reports on profit, cash flow, accounts receivable, payroll and payables. In addition to back-office features, agency management systems provide customer relationship management and marketing automation capabilities to help agents enhance relationships with clients and prospects.
Insurance Agent / Broker Platforms

Use our vendor directory and research platform to find insurance agent/broker platforms available to insurance firms and agencies. An emerging area of insurtech, agent/broker platforms for the those that that neither distribute nor bear risk, but sell the insurance. Use our guide to analyze and evaluate these solutions including reports and RFIs on the features and functions available.
Insurance Agent / Broker Portal

Use our directory to find agent and broker portals available to insurance companies An agent/broker portal provides an integrated front end to many of the core processing systems of an insurance company. Salesforce portals are typically integrated with policy administration systems, billing systems, distribution management system, and claims systems. Research the agent / broker portal market in our directory, analyze the features and functions available in the systems, and create short lists of vendor systems for your future buying needs.
Insurance Digital Platforms

A group of sites which provide insurers and other organizations access via APIs to a broad set of services, data, capabilities, and organizations, which are: typically cloud-based, designed to achieve scale through network effects, and monetized by the platform sponsor in various ways.
Remote Deposit Capture Solutions

Remote deposit capture (RDC) is a service that allows a user to scan checks and transmit the scanned image and / or ACH data to a bank for posting and clearing. Use our directory to find remote deposit capture solutions for banks. Remote deposit capture (RDC) is a service that allows a user to scan checks and transmit the scanned image and / or ACH data to a bank for posting and clearing. Research the remote deposit capture solutions market in our directory, analyze the features and functions available in the systems, and create short lists of vendor systems for your future buying needs.
Retail Banking Digital Channel Solutions

Research online and mobile banking systems and solutions in our directory. Buyers use the research platform to evaluate internet banking and mobile application software with analysis and comparison of commercial banking portals, retail internet banking, and mobile application functionality to view account positions, transfer funds and make payments.
Voice / Digital or Virtual Assistant Systems / Chatbots

Use our directory to find Voice / Digital or Virtual Assistant Systems / Chatbots available for financial institutions. A virtual assistant is a software agent that can perform tasks or services for an individual; they change transactions into conversations. Sometimes the term "chatbot" is used to refer to virtual assistants generally or specifically those accessed by online chat (or in some cases online chat programs that are for entertainment and not useful purposes). Depending on the functional breadth of a solution, a bot may use natural language processing, statistical prediction techniques, workflow control, artificial intelligence, or big data management to “scale conversations".