How they describe themselves: Hyperdesk is an AI sales agent and CRM that finds and qualifies local business leads for banks, so their teams can close more deals, faster.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Eric Yáñez (CEO & Founder), [email protected], 650-285-5768
Press: Eric Yáñez (CEO & Founder), [email protected], +525531239583

How they describe themselves: Herd Security is a training and awareness platform that helps organizations enable users to protect themselves from traditional and next-gen cyberattacks.

How they describe their product/innovation: Herd’s security training, deepfake risk simulation, and deepfake voice detection solutions will be displayed.

Product distribution strategy: Direct to Business (B2B), Licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Brandon Min (Founder), [email protected], 805-262-7791

How they describe themselves: Félix enables seamless cross-border money transfers through WhatsApp, offering a fast, secure, and conversational remittance experience for Hispanic/Latinos in the U.S. By integrating with digital wallets and bank apps, Félix allows users to initiate a money transfer directly from their financial institutions. Backed by partnerships with major digital banks like Nu Bank and Mercado Pago, Félix is redefining the remittance experience with AI-powered chat and embedded finance.

How they describe their product/innovation: Félix Send lets financial services partners embed cross-border remittances into their apps with a simple integration. With a single tap, users initiate remittances through WhatsApp, eliminating the need for external apps or store visits. This embedded solution unlocks new revenue streams for partners, boosts engagement, and delivers more value to their users. Funds are debited via the partner platform, and recipients get money in seconds. It strengthens the overall product offering with a differentiated and scalable cross-border payment solution.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Mateo Guerrero (Business Development & Strategy Manager), [email protected]
Press: Rodrigo Rangel (Content Lead), [email protected]

How they describe themselves: Hive Technologies is a fintech solution helping financial institutions serve low and moderate income (LMI) consumers in auto. We developed our technology solution while operating a vehicle subscription fleet for gig economy workers underserved by traditional auto lenders in partnership with Uber. Now, Hive provides this technology to partners such as credit unions, banks, OEM captives, and insurance companies serving LMI consumers. Our mission is to democratize access to mobility, one mile at a time.

How they describe their product/innovation: Hive works with financial institutions and their members to structure fixed, auto-related payments into daily, mileage-based savings deposits. This helps low and moderate income consumers properly save and pay for their auto related expenses. Financial institutions leverage Hive’s fintech solution to bring delinquent customers back to current and to originate more auto finance deals. Financial institutions have the ability to track and manage the progress of their enrolled members via Hive’s partner portal.

Product distribution strategy: Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Aidan Seawalt (Director of Business Development), [email protected], 303-638-4089
Press: Boyd Bishop (CEO), [email protected], 310-955-6189

How they describe themselves: Express Wages is a cutting-edge platform designed to revolutionize how businesses manage payroll and wage disbursements. Built with modern technology and a user-centric approach, Express Wages offers an intuitive, efficient, and reliable solution for employers looking to streamline their payroll processes.

How they describe their product/innovation: Express Wages is demoing a pop up on their app that will send the end user to a financial wellness experience to assist the end user with financial literacy and education.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Alfred Milan (CEO), [email protected], 901-489-3915

How they describe themselves: Finalytics.ai is a SaaS-based real-time digital engagement platform built specifically for financial services organizations. It uses AI-driven technology to personalize, orchestrate, and deliver one-to-one digital experiences that are timely, relevant, and tailored to individual members/customers and prospects. These personalized experiences enhance engagement and drive growth. The platform helps financial institutions improve conversion rates, optimize interactions, and stay competitive in a rapidly evolving digital landscape. Finalytics.ai enables organizations to leverage real-time data insights for smarter decision-making and more effective digital strategies.

How they describe their product/innovation: Finalytics.ai is demonstrating the latest advances in its AI-powered platform, highlighting how it integrates multiple data sources to deliver real-time, personalized digital experiences for financial institutions. The demo showcases how the platform creates stronger, more relevant connections between institutions and their members/customers—boosting conversion rates and accelerating growth. The platform’s ability to orchestrate meaningful, individualized journeys sets it apart in helping credit unions and community banks meet the rising expectations of their audiences.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Craig McLaughlin (CEO), [email protected] | [email protected], 415-806-3820

How they describe themselves: Homely’s unique AI powered platform empowers an individual’s journey to home ownership in a hyper-personalised way – combining education, spend management and financial rewards. Homely is initially targeting the 8m underserved UK consumers in private rented accommodation, who pay more in rent than a mortgage but struggle to realise the dream of Home Ownership. Homely has plans to expand the consumer journey to other financial outcomes alongside expansion outside the UK.

How they describe their product/innovation: Homely is the first end-to-end, AI-powered digital journey for first time buyers, empowering them to realise the dream of home ownership. Our hyper-personalised HomelyPlanTM engages the individual on their own personal journey developing a deep relationship over time to get them to mortgage quicker – enhancing their savings through rewarding everyday spending (and that of friends and family), building their credit and working with them to notify when MortgageReadyTM.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Paul Birkin (CTO), [email protected], 07767007224
Press: Steven Ward (CEO*), [email protected], 07949605725

How they describe themselves: Homegrown is driving savings for customers and financial institutions for lenders with energy efficiency insights. We help credit unions and banks attract new customers, align products with existing customers, and help their customers invest in their largest asset – their home.

How they describe their product/innovation: Homegrown’s white-labeled solutions for credit unions and consumer banks allow our partners to attract new customers, grow existing lending programs with targeted outreach campaigns, and track the savings impact across their portfolio. Homegrown provides digital tools and personalization, while you maintain the customer relationship – creating long term, sticky customers for your organization.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Kevin Ruane (Co-Founder), [email protected]

How they describe themselves: Finalytics.ai is a SaaS platform designed specifically for financial services organizations. It leverages AI-driven technology to deliver personalized digital experiences that enhance customer engagement and drive growth. The platform provides tailored solutions that help financial institutions improve conversion rates, optimize member interactions, and stay competitive in the evolving digital landscape. Finalytics.ai enables organizations to harness data insights for better decision-making and more effective digital strategies.

How they describe their product/innovation: Finalytics.ai will be demonstrating its AI-driven SaaS platform, showcasing how it personalizes digital experiences for financial services organizations. The focus will be on how the platform uses data insights to enhance customer engagement, improve conversion rates, and drive growth. The demonstration will likely highlight the platform’s unique capabilities in delivering tailored digital strategies that help financial institutions stay competitive and effectively meet their members’ needs.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Craig McLaughlin (CEO), [email protected] | [email protected], 415-806-3820

How they describe themselves: Finli is a certified B Corporation dedicated to eliminating the access gap between small and medium-sized businesses (SMBs) and financial technology.

By providing a comprehensive and secure platform, Finli serves as the digital back office for thousands of business owners. We partner directly with financial institutions to help them grow deposits, offer competitive digital business services, deepen relationships with their clients, and identify lending opportunities.

How they describe their product/innovation: Through our FI Dashboard, we help financial institutions deepen relationships with small business clients and remain competitive with sleek digital solutions provided by NeoBanks and Megabanks. FI’s get access to real-time business health insights and get notified about lending and sales opportunities.

The SMB platform offers users an entire digital back office. The suite of tools is complete with invoicing + quoting tools, customer and inventory management systems, and a digital payments engine that settles deposits directly into your institution.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Lori Shao (Founder & CEO), [email protected], 866-343-4654
Press: Mackenzie Bressie (Head of Operations), [email protected], 707-743-3412

How they describe themselves and their product/innovation: Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Rajesh Jayaraman (Founder & CEO), [email protected], 650-740-4078
Press: Rajesh Jayaraman (Founder & CEO), [email protected], 650-740-4078

How they describe themselves: getAIreports.com is a fintech company serving businesses of all sizes. We leverage AI to automate the generation of comprehensive reports, transforming complex data into clear, actionable insights. Our platform streamlines report creation for various industries, from financial services to healthcare. We improve efficiency for PE firms, enhance communication between advisors and clients, and help companies stay updated on market trends. Our solution is adaptable to any business that needs to generate reports quickly and accurately.

How they describe their product/innovation: getAIreports.com’s AI-powered report generation revolutionizes data analysis across industries. Our two-step process is simple: First, we meet to understand your report needs; second, we deliver the automated solution. From there, you never worry about manual report generation again. We help businesses close more deals with clear memos, assist in communicating with stakeholders, and enable efficient updates on complex data. By leveraging AI, we deliver actionable insights and summaries with minimal errors, saving time and improving decision-making.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Jake Ruth (Co-Founder & CEO), [email protected], 914-471-1021
Press: Jake Ruth (Co-Founder & CEO), [email protected], 914-471-1021