Build Custom Solutions for Your Finance Business

Improve operational efficiency and agility with low code.

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Thrive during periods of economic volatility.

Finance experts must find ways to leverage custom fintech solutions, especially with the looming recession. Accelerating through an economic downturn requires wise investments in initiatives that move the needle on customer service, real time insights, compliance programs and automated delivery models.

With Caspio’s intuitive low-code platform, your financial institution can automate secure operational workflows, build nimble interfaces and embrace further digital transformation without breaking the bank. Unlike most vendors, we offer the means for you and your team to rapidly develop custom applications on an unlimited user model.

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Lead Digital Transformation Initiatives

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Enhanced Customer Experience

Caspio allows for much faster development cycles, enabling finance professionals to develop customer-facing applications quickly and efficiently.

Cost-Effective Fintech Solutions

Caspio reduces the cost of traditional application development, providing financial institutions with higher returns on investments.

Efficient Financial Services

Caspio enables your finance team to provide better services with the help of custom interfaces and automated workflows.

Fully Featured Database

Caspio makes it easy to store accurate, consistent, complete and searchable financial records in the cloud, enhanced by your own custom formulas.

Enhanced Data Security

Caspio offers enterprise-grade security and strict regulatory compliance, ensuring the financial data stored in your database remains protected.

Scalable Finance Systems

Caspio enables financial institutions to scale up or down applications for unlimited users, allowing greater flexibility to adapt as needed.

Trusted by Leading Finance Companies Worldwide

Logos of finance customers: Deloitte, Morgan Stanley, Marsh, Liberty Mutual Insurance, Paylocity, Vantage Payments, First State Bank Trust, United Capital, Volkswagen Credit

Fulfill Your Technology Strategy With Custom Use Cases

Personal Finance SaaS

Launch an online subscription service where users can generate reports to track their assets, income, expenses and more.

Stock Analytics

Monitor stock prices and make informed investments through financial reports with your own formulas.

Financial Dashboards

Get a full high-level view of your business through custom charts and tables that give insights on sales and other key metrics.

Insurance Applications

Launch an insurance marketplace with access to policy information, claims submission and customer support.

Vendor Portal

Provide a secure and authenticated web portal for vendors and partners to log in and view balances, open orders and more.

ERP Systems

Automate and manage your core financial processes with modular applications that optimize business performance.

Contract Management

Review and process pertinent financial documents with authorized parties using your own approval workflows.

Portfolio Management

Oversee your investments and meet long-term financial objectives on a custom-built portfolio management web app.

Credit Scoring Application

Assess customers if they qualify to take mortgages or loans by analyzing payment and credit history on your online database.

How Caspio Customers are Making a Difference

Thomas Jones

Caspio streamlines collaboration across our teams, allowing us to focus more on our customers.

Simon Verdon

We reduced invoicing time from 13 weeks down to two. Caspio has more than paid for itself within our business.

Kevin Davis

I no longer need to prepare tax returns by hand. Caspio collects and holds data in one place.

Gain greater flexibility in your financial operations.

Build custom finance applications and workflows with Caspio’s award-winning all-in-one platform.

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