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eMoney Case Studies

  • Simplifynance FlexGen Advisors Engage Next-gen Prospects with eMoney

  • Building a $1.1B Financial Services Firm by Meeting Investors’ Varied Needs

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    4.7 / 5.0
    Customer References9 total
    About

    BancTec is a global leader in financial transaction automation and document management services for organizations seeking to drive efficiency in financial back-office processes. BancTec serves a blue chip client base spanning over 50 countries, with a global team of more than 4,000 employees across 35 offices and operating centers. BancTec uses a common technology platform to deliver reliability, security and consistently high levels of performance.

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    4.7 / 5.0
    Customer References6 total
    About

    Global Relay is a leading provider of compliant electronic communications archiving, messaging, supervision, information governance, and eDiscovery. their 20,000+ customers in 90 countries include highly regulated organizations and other corporate firms, including financial services, insurance, technology, energy (oil and gas), legal, government, and healthcare. Global Relay preserves more than 60 data types within a unified, highly-secure cloud repository. Data types include email, collaboration platforms (e.g. Microsoft Teams, Slack, Zoom), Instant Messaging, Bloomberg®, Refinitiv, social media, text messaging, voice, and trade data.

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    Customer References5 total
    About

    Obsidian Suite is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles. Their modern interface lets clients choose from 4 key suites: Finance CRM, SmartDocs, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. They provide the best in class cyber security, and bank level encryption.

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