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Vendor discovery and shortlisting tool enabling you to quickly scope the market for financial technology that meets your requirements parameters, quickly determine a solutions core functionality and features, compare solutions and manage your evaluation here.

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Find technology for trading ops covering execution, risk and operations including EMS, OMS, Broker Sell-side Systems, Derivatives & Prop Trading Systems, Post Trade Solutions, Risk and Compliance.

Sell-side Execution Management Systems (SSEMS)

Sell-side Order Execution Management Systems (SSOEMS)

Trading Strategy Server / Algorithmic CEP Systems

OTC Derivatives Transaction Processing Systems

Investment Portfolio and Risk Analysis Systems

Trade Processing, Clearing and Settlement Services

Find and compare technology for mutual, institutional, hedge, and wealth management including financial planning, distribution, PMS, EMS, WMS, attribution, advisory, research management, middle & back office.

Customer Communications Management (CCM) Systems

Customer Relationship Management (CRM ) Systems

Predictive / Advanced Data and Analytics Software

Voice / Digital or Virtual Assistant Systems / Chatbots

Investor / Client Reporting & Communications Systems

Front and Middle Office Wealth Management Systems

Wealth Management Systems STP (Front to Back Office)

Buy-side Order Execution Management Systems (OEMS)

Trading Strategy Server / Algorithmic CEP Systems

OTC Derivatives Transaction Processing Systems

Investment Portfolio and Risk Analysis Systems

Governance, Risk and Compliance Systems (GRC)

Trade Processing, Clearing and Settlement Services

Find and evaluate coverage of individual life protection, retirement, annuities, group/voluntary, and health systems inc: core policy admin, portals, distribution, illustrations, underwriting, claims, billing, analytics and customer comm.

Customer Communications Management (CCM) Systems

Customer Relationship Management (CRM ) Systems

Predictive / Advanced Data and Analytics Software

Health / Major Medical Policy Administration and Servicing (PAS) Systems

Individual / Group Life / Annuity / Health Billing Systems

Individual / Group Life / Annuity / Health / Pension Closed Block Policy Administration and Servicing (PAS) Systems

Life / Annuity / Health / Pension Illustration Systems

Life / Annuity / Health New Business and Underwriting Systems

Individual / Group Life / Annuity / Pensions / Health Policy Administration and Servicing (PAS) Systems

Managing General Agent (MGA) Administration Systems

Health Claims and Case Management Systems (Medical, LTC, Disability)

Voice / Digital or Virtual Assistant Systems / Chatbots

Find and evaluate personal, commercial / specialty lines, ceded reinsurance systems including core policy admin, rating engines, agent connectivity, portals, distribution, underwriting, claims, billing, data analytics, customer comms.

Customer Communications Management (CCM) Systems

Customer Relationship Management (CRM ) Systems

Predictive / Advanced Data and Analytics Software

Managing General Agent (MGA) Administration Systems

P&C / General Insurance Policy Administration and Servicing (PAS) Systems

P&C / General Insurance Claims Management Software

Voice / Digital or Virtual Assistant Systems / Chatbots

Find and evaluate consumer and business banking technology supporting core banking, deposits, cards, payments, loans, branches, ATMs, other channels, and account management.

Customer Communications Management (CCM) Systems

Customer Relationship Management (CRM ) Systems

ATM Systems and Assisted Self-Service Devices

Voice / Digital or Virtual Assistant Systems / Chatbots

Retail Loan Servicing and Collections Systems

Governance, Risk and Compliance Systems (GRC)

Find and evaluate vendor systems for Commercial Lending, Liquidity, Receivables, Payables, Supply Chain Finance, Trade Services, and Corporate Digital Channels.

Customer Communications Management (CCM) Systems

Customer Relationship Management (CRM ) Systems

Corporate Banking Liquidity Management Systems

Corporate Banking Payables Management Systems

Corporate Banking Receivables Management Systems

Governance, Risk and Compliance Systems (GRC)

Solutions for managing risk and compliance at the enterprise level and operational level by financial sector.

Investment Portfolio and Risk Analysis Systems

Governance, Risk and Compliance Systems (GRC)

Compare service providers of custom development; system integration, testing; software and infrastructure mgmt; outsourcing, technical advice and other IT services.

Package Implementation / System Integration Services

Infrastructure Operations & Management Services

Cloud / SaaS Operations & Management Services

Robotic Process Automation Implementation Services

IT Infrastructure and Application Outsourcing

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