List of Financial Services Software | Last updated: November 6, 2026
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.
These links use TechZella's existing product-to-taxonomy relationships. They are navigation aids, not independent endorsements.
Browse the current directory listings and open individual profiles for detailed feature, pricing and evidence information.
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | Sigma Computing | Sigma is a cloud analytics and application platform that queries supported data… | 8.1/10 | — | $0 / Quote-based |
| 2 | Qlik Sense | Qlik Sense is an analytics and business intelligence platform for building interactive… | 8.0/10 | — | $300 / $825 |
| 3 | Scratchpad | Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal… | 8.0/10 | — | $20 / $16 |
| 4 | ThoughtSpot | Cloud analytics software for querying warehouse data in natural language, building interactive… | 8.0/10 | — | $25 per user / $50 per user |
| 5 | Domo | Domo is a cloud data and analytics platform for connecting, preparing, and… | 7.9/10 | — | $0 / Custom |
| 6 | 6sense | 6sense combines B2B buyer-intent data, predictive account prioritization, and marketing and sales… | 7.8/10 | — | Contact sales |
| 7 | Redash | Redash is an open-source tool for querying data from multiple sources and… | 7.8/10 | — | $0 |
| 8 | Cognism | Cognism is a B2B sales-intelligence platform for prospecting, contact and company data,… | 7.7/10 | — | Contact sales |
| 9 | Act! CRM | Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It… | 7.5/10 | — | $30 per user per month / $45 per… |
| 10 | GoldMine | GoldMine is a CRM for contact and activity management, sales opportunities, forecasting,… | 6.9/10 | — | Contact for quote / CA$65 |
Gong is a revenue intelligence platform that captures customer interactions, analyzes conversations with AI, and supports sales engagement, coaching, forecasting, and deal…
Contact sales / CustomAI meeting software that records, transcribes, summarizes, and organizes meetings, interviews, lectures, and other voice conversations.
$0 / monthGrammarly Business is a team writing assistant for improving grammar, clarity, tone, consistency, and AI-assisted content across workplace applications.
$0 / monthJasper is a generative AI platform for marketing teams. It creates and optimizes branded content through AI agents, Canvas, brand controls, integrations…
$69 / month per seatSalesforce Einstein is an AI capability layer embedded across Salesforce CRM products, providing predictive analytics, generative content, recommendations, automation and AI-assisted workflows.
Contact Salesforce / variesClaude for Work provides Team and Enterprise workspaces for AI-assisted writing, research, coding, analysis, collaboration and organizational knowledge access.
$0 / monthGoogle Workspace with Gemini adds AI assistance to Gmail, Docs, Sheets, Slides, Drive, Meet, Chat and the Gemini app.
$0 / trialMicrosoft Copilot is Microsoft's AI assistant for web research, content creation, file analysis, and Microsoft 365 productivity workflows.
$0 / monthEnterprise workspace for using OpenAI models with administrative controls, security features, connected apps, data analysis and custom AI workflows.
Custom pricing / annual or contract-basedDocuSign is cloud software for sending, signing, tracking, and managing agreements, with eSignature, workflow automation, integrations, APIs, and AI-assisted agreement management.
$0 / month