Tax Clarity by Covisum
Tax Clarity, developed by Covisum, is a specialized financial planning software focused on retirement tax efficiency. It allows financial advisors to quickly identify sub-optimal t...
FintechOS is a technology platform that accelerates the creation and launch of personalized financial products for banks and insurers. It consolidates customer data from multiple sources—core systems, databases, and ecosystem APIs—and injects these rich insights into every step of the customer journey. This enables financial institutions to rapidly build and iterate on products like loans, accounts, or insurance policies that are truly tailored to individual customer needs and contexts. This platform is targeted at incumbent banks, insurance companies, and emerging fintechs that want to modernize their product development lifecycle, become more agile, and shift to a truly customer-centric operating model. This profile currently shows 4.5/5 based on 2...
This platform is targeted at incumbent banks, insurance companies, and emerging fintechs that want to modernize their product development lifecycle, become more agile, and shift to a truly customer-centric operating model.
FintechOS offers a promising paradigm shift, providing the tools for traditional financial institutions to innovate at the speed of fintech while leveraging their existing customer data and relationships.
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This platform is targeted at incumbent banks, insurance companies, and emerging fintechs that want to modernize their product development lifecycle, become more agile, and shift to a truly customer-centric operating model.
These are common features buyers compare in Financial Services Software. Product-specific availability should be confirmed with the vendor.
Enhances the efficiency and performance of physical branch locations within a business network.
Centralize the visibility of leads generated across multiple distribution platforms.
Monitor and address policy non-compliance across services, products, or supplier activities.
Proactively starting dialogues or sharing valuable content to engage with a customer base.
Systematically track employee achievements and professional growth.
Analyze and visualize essential performance metrics and data trends.
Detect, assess, and develop strategies to minimize organizational risks.
Pricing model: Usage Based
Pricing can change. Confirm current plans and terms with the vendor.
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