### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) # Financial Services Software Resources ##### Articles and Discussions to expand your knowledge on Financial Services Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts and [discussions](#resources-discussions) from users like you. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) ## Financial Services Software Articles [![Fintech Trends in 2022](https://learn.g2.com/hubfs/Fintech-1.jpeg "Fintech Trends in 2022")](https://www.g2.com/articles/fintech-trends-2022) [ ### Fintech Trends in 2022 ](https://www.g2.com/articles/fintech-trends-2022) This post is part of G2's 2022 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Tom Pringle, VP, market research, and additional coverage on trends identified by G2’s analysts. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![The Rise of Central Bank Digital Currencies (CBDCs)](https://learn.g2.com/hubfs/Blochain-Crypto.jpg "The Rise of Central Bank Digital Currencies (CBDCs)")](https://www.g2.com/articles/the-rise-of-central-bank-digital-currencies-cbdcs) [ ### The Rise of Central Bank Digital Currencies (CBDCs) ](https://www.g2.com/articles/the-rise-of-central-bank-digital-currencies-cbdcs) Central bank digital currencies (CBDCs) are becoming a reality and challenging traditional banks. CBDCs have shifted from sideshow status to a meaningful part of the future of money conversation. Financial institutions, particularly banks, need to stay abreast of CBDC developments and invest in software tools to modernize their operations. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![2021 Trends in Fintech](https://learn.g2.com/hubfs/banking%20trends%202021.jpg "2021 Trends in Fintech")](https://www.g2.com/articles/fintech-trends-2021) [ ### 2021 Trends in Fintech ](https://www.g2.com/articles/fintech-trends-2021) This post is part of G2's 2021 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Michael Fauscette, G2's chief research officer and Tom Pringle, VP, market research, and additional coverage on trends identified by G2’s analysts. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![The Role of Artificial Intelligence in Accounting](https://learn.g2.com/hubfs/papers%20and%20calculator%20kept%20on%20a%20table.jpg "The Role of Artificial Intelligence in Accounting")](https://www.g2.com/articles/the-role-of-artificial-intelligence-in-accounting) [ ### The Role of Artificial Intelligence in Accounting ](https://www.g2.com/articles/the-role-of-artificial-intelligence-in-accounting) Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future. [ ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC ](https://learn.g2.com/author/nathan-calabrese) by Nathan Calabrese [![The Importance of Accounts Payable (AP) Automation](https://learn.g2.com/hubfs/G2CM_BI071_Backlog_Images_%5BAccounts_payable_information%5D_V1b.png "The Importance of Accounts Payable (AP) Automation")](https://www.g2.com/articles/the-importance-of-accounts-payable-automation) [ ### The Importance of Accounts Payable (AP) Automation ](https://www.g2.com/articles/the-importance-of-accounts-payable-automation) The phrase “time is money” has never been more true than it is now.  [ ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC ](https://learn.g2.com/author/nathan-calabrese) by Nathan Calabrese [![Fintech and Blockchain: Use Cases and Value](https://learn.g2.com/hubfs/blue-and-yellow-graph-on-stock-market-monitor-159888.jpg "Fintech and Blockchain: Use Cases and Value")](https://www.g2.com/articles/fintech-and-blockchain-use-cases-and-value) [ ### Fintech and Blockchain: Use Cases and Value ](https://www.g2.com/articles/fintech-and-blockchain-use-cases-and-value) Blockchain and fintech are inextricably linked. Distributed ledger technology (DLT) has been around for a long time, but blockchain was created in 2008 by Satoshi Nakamoto to serve as the infrastructure for the cryptocurrency bitcoin. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Shift to Remote World Accelerates Fintech Adoption Rates](https://learn.g2.com/hubfs/chronis-yan-1M4wYTqVD4o-unsplash.jpg "Shift to Remote World Accelerates Fintech Adoption Rates")](https://www.g2.com/articles/shift-to-remote-world-accelerates-fintech-adoption) [ ### Shift to Remote World Accelerates Fintech Adoption Rates ](https://www.g2.com/articles/shift-to-remote-world-accelerates-fintech-adoption) Late last year, I laid out the top seven fintech trends for 2020. Typically, trends reveal themselves over longer stretches of time, but the rapid spread of COVID-19 and the subsequent shift to a remote world has prompted an acceleration for some. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![The Importance of Fintech in a Remote World](https://learn.g2.com/hubfs/christian-wiediger--xtsxuWBpqg-unsplash.jpg "The Importance of Fintech in a Remote World")](https://www.g2.com/articles/the-importance-of-fintech-in-a-remote-world) [ ### The Importance of Fintech in a Remote World ](https://www.g2.com/articles/the-importance-of-fintech-in-a-remote-world) During economic shifts both good and bad, the financial services world has to adjust, leaning on technology to do so. The current COVID-19 outbreak has highlighted the need for financial institutions to have robust and nimble digital infrastructure. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![How Governments Drive Financial Services Innovation with Fintech Sandboxes](https://sell.g2.com/hubfs/closeup-photo-of-desk-globe-1165676.jpg "How Governments Drive Financial Services Innovation with Fintech Sandboxes")](https://www.g2.com/articles/how-governments-drive-financial-services-innovation-with-fintech-sandboxes) [ ### How Governments Drive Financial Services Innovation with Fintech Sandboxes ](https://www.g2.com/articles/how-governments-drive-financial-services-innovation-with-fintech-sandboxes) Governments tout the use of fintech sandboxes as an excellent method of fostering innovative financial services technologies. Inclusion in these sandboxes gives fintechs a PR gold star along with a governmental stamp of approval.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![The State of Techfin in Europe and Asia](https://sell.g2.com/hubfs/brown-world-map-illustration-1098526.jpg "The State of Techfin in Europe and Asia")](https://www.g2.com/articles/techfin-in-europe-asia) [ ### The State of Techfin in Europe and Asia ](https://www.g2.com/articles/techfin-in-europe-asia) Big tech companies are expanding their financial services offerings across the globe, but the landscape and opportunities differ depending on the region. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Financial Inclusion: Fintech’s Expansion to the Underbanked](https://learn.g2.com/hubfs/nasa-Q1p7bh3SHj8-unsplash.jpg "Financial Inclusion: Fintech’s Expansion to the Underbanked")](https://www.g2.com/articles/financial-inclusion-fintech-underbanked) [ ### Financial Inclusion: Fintech’s Expansion to the Underbanked ](https://www.g2.com/articles/financial-inclusion-fintech-underbanked) Fintech that facilitates financial inclusion may be one of the more altruistic applications of fintech. In truth, many banks and fintechs are looking at financially excluded demographics as a potential windfall. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![AI in Fintech: Use Cases and Impact](https://learn.g2.com/hubfs/architecture-buildings-city-219692.jpg "AI in Fintech: Use Cases and Impact")](https://www.g2.com/articles/ai-in-fintech-use-cases-and-impact) [ ### AI in Fintech: Use Cases and Impact ](https://www.g2.com/articles/ai-in-fintech-use-cases-and-impact) Artificial intelligence (AI) has proven useful to financial services institutions in multiple ways. From detecting potentially fraudulent charges to automating complex credit and loan processes, AI-powered fintech has proven invaluable when it comes to internally engineering value for financial services institutions. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![The Problematic Entry of Big Tech Into Financial Services](https://learn.g2.com/hubfs/architectural-design-architecture-buildings-306519.jpg "The Problematic Entry of Big Tech Into Financial Services")](https://www.g2.com/articles/problematic-entry-of-techfin-in-financial-services) [ ### The Problematic Entry of Big Tech Into Financial Services ](https://www.g2.com/articles/problematic-entry-of-techfin-in-financial-services) Techfin is still in its budding stages and has only recently started to shape its identity. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Artificial Intelligence in Financial Research](https://learn.g2.com/hubfs/Stock%20images/Abstract%20high%20tech%20background%20with%20graphs%20and%20diagrams-1.jpeg "Artificial Intelligence in Financial Research")](https://www.g2.com/articles/artificial-intelligence-financial-research) [ ### Artificial Intelligence in Financial Research ](https://www.g2.com/articles/artificial-intelligence-financial-research) Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception. AI for financial research  Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Digital Banking Advances (Embedded Banking Experiences as the Next Frontier)](https://learn.g2.com/hubfs/Stock%20images/Businessman%20hand%20using%20mobile%20phone%20with%20digital%20layer%20effect%20as%20business%20strategy%20concept-1.jpeg "Digital Banking Advances (Embedded Banking Experiences as the Next Frontier)")](https://www.g2.com/articles/digital-banking-advances) [ ### Digital Banking Advances (Embedded Banking Experiences as the Next Frontier) ](https://www.g2.com/articles/digital-banking-advances) As digital transformation has swept through the financial services industry, banks have had to embrace it. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Fintech in Europe](https://learn.g2.com/hubfs/Stock%20images/Tallinn,%20Estonia%20old%20city%20skyline..jpeg "Fintech in Europe")](https://www.g2.com/articles/fintech-in-europe) [ ### Fintech in Europe ](https://www.g2.com/articles/fintech-in-europe) Financial technology, aka fintech, recently experienced its first wave of growth and adoption in the United States, where it’s fast becoming integral to financial services companies’ operations. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![Voice Assistants in Financial Services](https://learn.g2.com/hubfs/Stock%20images/Equalizer%20sound%20wave%20background%20theme.%20Colour%20illustration.-1.jpeg "Voice Assistants in Financial Services")](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services) [ ### Voice Assistants in Financial Services ](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services) The financial services industry, specifically the field of collections, has started to use voice assistants to automate customer service tasks and increase the ease with which collections can be done. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![The G2 on Techfin: Big Tech's Foray Into Financial Services](https://learn.g2.com/hubfs/Stock%20images/Businessman%20drawing%20business%20statistics%20on%20glass%20wall.jpeg "The G2 on Techfin: Big Tech's Foray Into Financial Services")](https://www.g2.com/articles/g2-on-techfin-big-techs-foray-into-financial-services) [ ### The G2 on Techfin: Big Tech's Foray Into Financial Services ](https://www.g2.com/articles/g2-on-techfin-big-techs-foray-into-financial-services) In this series, I’ll look at how large technology companies are breaking into the financial services sector. We’ll explore the potential future for this expansion and how it’s affecting the fintech world. Later, we’ll look at how it sets the tone for consolidation across unrelated industries, and how techfin is shaking up major players in the finserv world.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel [![How Blockchain Insurance Is Shaping the Future of Insurance](https://learn.g2crowd.com/hubfs/what-is-blockchain.jpg "How Blockchain Insurance Is Shaping the Future of Insurance")](https://www.g2.com/articles/blockchain-insurance) [ ### How Blockchain Insurance Is Shaping the Future of Insurance ](https://www.g2.com/articles/blockchain-insurance) Blockchain has been lodged in the public consciousness for a while now.  [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel Show More ## Financial Services Software Discussions 0 [Which digital mortgage closing platforms prevent document delays and borrower confusion across hybrid and remote closings?](/discussions/which-digital-mortgage-closing-platforms-prevent-document-delays-and-borrower-confusion-across-hybrid-and-remote-closings) Hey digital mortgage closing reviewers and researchers: which platforms actually prevent document delays and borrower confusion across hybrid and remote closings? Picture the failure case. A borrower gets three emails from three systems, one link works, the notary has an older document version, and the "15-minute closing" takes 90. Hybrid and remote closings multiply the handoffs, and every handoff is a chance to confuse someone signing the largest contract of their life. From the[](https://www.g2.com/categories/digital-mortgage-closing)[digital mortgage closing](https://www.g2.com/categories/digital-mortgage-closing) category, the shortlist almost writes itself:[](https://www.g2.com/products/ncino-s-mortgage-suite/reviews)[**nCino's Mortgage Suite**](https://www.g2.com/products/ncino-s-mortgage-suite/reviews),[](https://www.g2.com/products/eclosing-by-snapdocs/reviews)[**eClosing by Snapdocs**](https://www.g2.com/products/eclosing-by-snapdocs/reviews), and[](https://www.g2.com/products/blend-mortgage-suite/reviews)[**Blend Mortgage Suite**](https://www.g2.com/products/blend-mortgage-suite/reviews). The harder question is which one holds together for the borrower. - [**nCino's Mortgage Suite**](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) (4.9, 90+ G2 reviews): one suite from application to close, so the borrower stays in a single experience. One credit union reports closings of about 10 minutes. - [**eClosing by Snapdocs**](https://www.g2.com/products/eclosing-by-snapdocs/reviews) (4.6, 25+): digital previews let borrowers read and sign ahead of the appointment, and it reports a 10-point borrower NPS improvement plus 80% fewer closing errors. - [**Blend Mortgage Suite**](https://www.g2.com/products/blend-mortgage-suite/reviews) (4.1, few reviews so far): hybrid, eNote, and remote online notarization in one flow. KeyBank reports a 42-point NPS gain, though the small G2 review base is worth noting. Where does the borrower experience still fall apart: the preview, the notary handoff, or the version of a document that changed at the last minute? The last-minute document version problem is where most borrower confusion actually originates. eClosing by Snapdocs letting borrowers preview before the appointment catches that earlier. A 90-minute closing usually traces back to a version mismatch nobody caught at the table. Answered: Shubham Gupta on July 31, 2026 [Your answer](/discussions/which-digital-mortgage-closing-platforms-prevent-document-delays-and-borrower-confusion-across-hybrid-and-remote-closings/comments/new?remote=true) 0 [Which digital mortgage closing solutions prevent document delays when LOS integration breaks temporarily?](/discussions/which-digital-mortgage-closing-solutions-prevent-document-delays-when-los-integration-breaks-temporarily) Hoping to get a read from the people who review digital mortgage closing tools and run closing desks: which solutions keep documents moving when the LOS integration breaks for a few hours? Every page in the[](https://www.g2.com/categories/digital-mortgage-closing)[digital mortgage closing](https://www.g2.com/categories/digital-mortgage-closing) category describes the connected workflow, none describe the disconnected one. So my wish list comes from imagining a bad Tuesday: - A manual upload path that works today, not after a support ticket - Document generation that does not depend on the LOS push - Clear alerts when a sync fails, instead of silent missing documents - Simple re-sync once the connection returns, without duplicates Three that look most resilient on paper: - [**eClosing by Snapdocs**](https://www.g2.com/products/eclosing-by-snapdocs/reviews): runs as its own platform, and its AI classifies and sorts uploaded closing packages. The same independence we flagged as a trade-off elsewhere might be exactly what saves an outage day. - [**DocMagic**](https://www.g2.com/products/docmagic/reviews): generates the documents itself, so the closing package does not have to arrive from the LOS at all.  - [**Pavaso**](https://www.g2.com/products/pavaso/reviews): a standalone workspace where lender, title, and notary keep working together regardless of what is happening upstream.  Tell me about the worst integration outage: which tool keeps the closing on schedule, and which usually stops working completely? DocMagic generating its own documents independent of the LOS push is the most underrated resilience feature in this category. Most platforms assume the connection holds. That assumption fails on exactly the days you can least afford it. Answered: Shubham Gupta on July 31, 2026 [Your answer](/discussions/which-digital-mortgage-closing-solutions-prevent-document-delays-when-los-integration-breaks-temporarily/comments/new?remote=true) 0 [Which digital mortgage closing platforms are built for settlement agents comfortable adapting to digital workflow changes?](/discussions/which-digital-mortgage-closing-platforms-are-built-for-settlement-agents-comfortable-adapting-to-digital-workflow-changes) Most of these tools are designed around the lender, and the settlement agent is left to adapt to whatever the lender picked. So for a title or settlement team that is ready to work digitally, the question is which platforms are genuinely built for their side of the table. A few in[](https://www.g2.com/categories/digital-mortgage-closing)[Digital Mortgage Closing](https://www.g2.com/categories/digital-mortgage-closing): - [**eClosing by Snapdocs**](https://www.g2.com/products/eclosing-by-snapdocs/reviews) is the one truly built for both sides. It connects lenders and settlement directly, with its own settlement and notary networks, shared visibility into the signing appointment and documents, and tools made for the title side rather than bolted on. It does ask settlement to adopt a real digital workflow, which suits agents who want that change. Fit is strongest when your lender partners are on it too. - [**Docusign Rooms for Mortgage**](https://www.g2.com/products/docusign-rooms-for-mortage/reviews) is a lighter option: a shared, permissioned workspace where settlement agents, lenders, and notaries collaborate on documents and tasks. Less of a workflow change, but also less closing-specific.  - [**nCino's Mortgage Suite**](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) includes settlement agents through its title-collaboration tools and closing portal, but it is still a lender-led platform, so settlement is more of a participant than the primary user. For the settlement and title folks here: which platform actually respected how you work, and what made a lender's digital closing tool easy or painful to adopt from your side? nCino describes settlement as a participant. eClosing by Snapdocs treats them as a primary user with their own tooling. That distinction matters more than any feature list when you're asking agents to change how they actually work. Answered: Shubham Gupta on July 31, 2026 [Your answer](/discussions/which-digital-mortgage-closing-platforms-are-built-for-settlement-agents-comfortable-adapting-to-digital-workflow-changes/comments/new?remote=true) - ‹ Prev‹ Prev - 1 - [2](/categories/financial-services/resources?discussions_page=2) - [3](/categories/financial-services/resources?discussions_page=3) - [4](/categories/financial-services/resources?discussions_page=4) - [5](/categories/financial-services/resources?discussions_page=5) - … - [9](/categories/financial-services/resources?discussions_page=9) - [10](/categories/financial-services/resources?discussions_page=10) - [Next ›Next ›](/categories/financial-services/resources?discussions_page=2)