FinTechPartner content

Fewer human errors and more efficiency. That’s what most fintech businesses these days focus on. Even smaller organizations aim to take advantage of the digital revolution by installing many great digital tools that help connect with their customers easier.

Improving the overall effectiveness of internal processes helps any company stay consistent while running a positive environment among employees. So what are the best tools in the market today that’ll help you benefit your fintech business? We’ve listed them below. 

1. Fundbox

Self-explanatory – this tool is built around the idea of funding. Originally, the digital platform was created back in 2013 with the goal of assisting smaller companies that needed to optimize their cash flow. The main benefit of Fundbox is that it enables you to access capital when you wait for your customers’ payment. Additionally, there’s an option to connect the tool to your invoicing software for you to borrow cash flow. 

2. Zoom 

The famous videotelephony software reached its peak during the global pandemic, but it looks like it found its way to stay. The video conferencing tool helps fintech businesses or any kind of organization join virtual group meetings. Zoom provides custom ID numbers that are easy to share with other conference attendees. There’s a free version of the software that allows adding up to forty participants to the same call for forty minutes. 

3. Emburse

Instead of reimbursing, Emburse, an employee expense service, provides special cards to pay employees ahead of time while optimizing every spend. The software is designed to run a more straightforward expense management program within an organization. Staff members can get approved or denied when using virtual cards for spending on online purchases. Alternatively, Emburse offers traditional physical cards. 

4. RescueTime

RescueTime is an automatic time management system helping track users’ productivity and how much time they’ve spent on different tasks throughout their work day. Especially when working remotely, it’s not that easy to stay consistent. Moreover, RescueTime helps its users identify what time they’re most productive, claiming that the tool keeps a neutral work-life balance while allowing the users to focus on their strengths when working.

5. Dropbox

Founded by a couple of students back in 2007, Dropbox, the famous cloud storage giant, is still up and running. It gained popularity due to the fast file-sharing speeds and large data volume storing abilities, including data recovery, watermarking, and admin role offerings. Despite the software’s widespread use, Dropbox has faced major backlash throughout the years due to data leaks and security issues. 

6. Zapier

Using a central command, Zapier transfers data between applications, allowing users to integrate different applications and automate their workflows. Zapier works wonders for high-performing teams in businesses that need to complete multiple tasks simultaneously. For example, when integrated into Slack, Zapier can send notifications when a new lead is generated. Users set up their own automation rules to customize their workflows. 

7. Salesforce

Salesforce provides customer relationship management (CRM) services with great customization opportunities. Even though the company was founded in 1999, to this day, Salesforce is considered to be the leading CRM software focusing on analytics and app development. Using this software helps companies understand customer behavior better and obtain huge data volumes in real-time. 

8. Confluence

This is a remote collaboration tool for teams that want to see their working progress when doing group projects. Typically, Confluence is used as a Wikipedia page to gather all the necessary data. Developers can use this tool. At the same time, customer support agents use Confluence to track internal data regarding different system flows. The software has the option to assign users to specific tasks while protected by complete privacy. 


Another software that automates workflows by allowing to integrate different services and cloud apps without hassle. The best part is that you don’t need any IT skills to use It’s great for fintech and other businesses that want to have smoother processes when it comes to sales or marketing. 

10. Zenefits

An automated platform for small and medium-sized businesses, helping fintech and other institutions streamline their workflows. It takes a single platform, Zenefits, to connect automatically to payroll and scheduling, for example. According to the company, its customers spend less time on onboarding new staff members. Additionally, using Zenefits can improve internal compliance procedures and help you manage payroll processes. 

11. CallHippo

Once again, CallHippo is a digital tool helping businesses automate their workflow. It’s one of the best fits for organizations that are looking for virtual phone system integrations. CallHippo is a new alternative to call centers that provides professional, easy-to-set-up support tools. Additionally, sales teams use this tool to track their productivity and see results in one place. 

12. Calendly

An automation tool that eliminates the need for emails. In other words, Calendly helps organizations set up meetings without emailing and inviting attendees. The service is also known for its easy integration with Outlook, Office, and Google calendars. Using this digital tool is great when users want to share their agendas and calendars with external partners. It’s simple, and it saves time. Basically, everything you’d want from a digital calendar. 

13. Google Drive

It’s safe to say that Google Drive one of the most popular cloud-based data storage solutions in the world. The cloud is great for small businesses that want to share files and easily synchronize them across different devices. Part of the tool’s success is that the standard basic version of Google Drive is free. Additionally, it’s great for editing files and copies in real-time as well as adding various comments and suggestions, especially if you’re working with third-party vendors or external stakeholders. 

14. Evernote

Evernote is a well-known software that helps businesses save web pages, add files, save bookmarks, and create all sorts of notes. All content on Evernote is saved with the option to be embedded. Additionally, the software has built-in note templates for organizations to plan and create research reports easier. Like many similar services, Evernote’s virtual notes can be exported or simply edited. The software offers a free version with limited plans. 

15. Slack

We simply can’t leave this list without mentioning Slack. It’s another famous tool for businesses and their internal communication. Slack has many options to integrate tools and share files very easily. Users can reply to chat threats and receive notifications when another team member responds or writes in different channels. The tool has the option to add different workspaces. Additionally, users can see the projects and create to-do lists in one place. Slack is also mobile-friendly, so its users can never miss a message and check what their teammates say using their phones. 


Project roadmap, quarterly results, individual progress, and many visual boards. Tracking this data is much easier with, a cloud-based project management system. Even though the business launched the project in 2014, it gained public recognition in 2019 after raising  $150 million. allows fintech team members to customize their workflows and collaborate with other departments more efficiently. 

17. NXT 

This payment and cryptocurrency network was introduced to the public in 2013. According to resourses, it was developed by an anonymous software developer team. What’s interesting is that, unlike bitcoin, there’s no mining. Moreover, NXT is used today to build fintech apps and design financial services by implementing the wonders of blockchain technology. In other words, it’s an investment for businesses that want to grow and scale quicker. 

18. Square

Now known as Block, the company that once was just a standard little startup has now grown into a multi-million franchise in just over a decade. It offers such services as crypto trading or consumer payments. As the CEO explains, the company now aims to develop services that focus on “the native currency of the internet.” Square also offers businesses NFC payment options, meaning users can pay as they go. 

19. Flock

Flock is another shared workspace for business collaboration services. It’s a hub that offers group messaging and video conferencing while sharing different files. Additionally, the tool allows external app integrations while avoiding difficult chat flows and clutter. Flock minimizes the chances of losing yourself in messy chat logs. It allows users to provide feedback easier and manage projects in one single platform. 

20. HubSpot

The well-known CRM combines services for sales, marketing, and customer support specialists. It’s a perfect tool for planning campaigns or generating new leads, as well as other automation and analytics features that allow HubSpot users to get detailed insights on traffic or revenue. Currently, HubSpot has a special academy that provides online courses on marketing and other important marketing topics. 

21. iDenfy

As a fintech business, you need to stay compliant with the ever-changing AML and KYC laws. The most common practices to ensure compliance today are AML monitoring and ID Verification. iDenfy offers both fraud prevention and detection services, but it is best known for its AI-powered identity verification software that helps prevent criminal activities by checking users’ ID documents before allowing them to access financial services.