How they describe themselves: Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Learn more and start a free trial at zocks.io.
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.: Nate Slayton (Senior Director, Product Marketing), [email protected]
How they describe themselves: Zengines helps enterprises manage legacy systems, meet regulatory requirements, and execute data migrations with confidence. Our Contextual Data Lineage solution surfaces the calculation logic, business rules, and institutional knowledge buried in decades-old COBOL, RPG, and PL/1 code. Our Data Migration platform accelerates conversions, system implementations, and client onboarding – reducing time and risk. We serve large financial services firms and the Tier 1 consulting partners guiding them, where the cost of getting data wrong is highest.
How they describe their product/innovation: Zengines contextual Data Lineage delivers intelligence from legacy COBOL, RPG, and PL/1 systems – not just where data flows, but the calculation logic, business rules, and embedded institutional knowledge financial institutions need to meet regulatory mandates and manage or modernize their legacy systems with confidence.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions
Contacts:
Bus. Dev.: Caitlyn Truong (CEO), [email protected]
Press: Jess Schultz (CMO), [email protected]
How they describe themselves: Yubi is India’s largest debt platform, connecting borrowers, lenders, and investors across the credit ecosystem. The platform enables discovery, execution, and fulfillment of debt transactions, offering products across co-lending, supply chain finance, securitization, and bond markets. Yubi serves banks, NBFCs, fintechs, and corporates, digitizing the end-to-end debt journey.
How they describe their product/innovation: We will be demoing our corporate/business debt solutions specifically. At high level, we will be showing our end to end platform of LOS/LMS/Collections.
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. & Press: Jake Downey (GTM Lead), [email protected], 708-268-0324
How they describe themselves: Winnow® is a database-driven RegTech platform that provides subscribers with accurate, topic-driven surveys and automated compliance change management. Winnow catalogs nearly 100,000 individual state and federal law requirements maintained by an experienced team of attorneys and professionals. Winnow delivers compliance solutions for mortgage, auto financing, credit cards, banking, privacy, cybersecurity, and other financial services. Winnow AI provides rapid answers to basic legal questions by using Winnow’s attorney-reviewed content.
How they describe their product/innovation: We’ve built an entirely new WinAI assistant that bundles several beneficial compliance features into one convenient location. Customers can generate state and federal compliance surveys from a single prompt or build jurisdictional comparison charts on the fly. WinAI can analyze documents, such as marketing flyers, and provide compliance-related insights. It can search lengthy government agency guides or internal company documents to quickly pinpoint answers. All of these capabilities are supported by Winnow’s attorney-reviewed regulatory database.
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.: Wendy Lovett (VP, Sales & Business Development), [email protected], 949-674-4909
Press: Barton Welt (VP, Design & Marketing), [email protected], 949-674-4920
How they describe themselves: Whatfix is a leading digital adoption platform (DAP) provider that helps enterprises maximize the value of their technology investments. Powered by its AI-native engine, ScreenSense, Whatfix delivers real-time, contextual guidance, analytics, and training across applications. Trusted by 700+ global enterprises, including Fortune 500 companies, Whatfix enables organizations especially in financial services to drive user adoption, ensure compliance, and accelerate business outcomes across complex digital workflows.
How they describe their product/innovation: Whatfix AI is an AI-native digital adoption platform that helps financial institutions drive adoption and ROI from core and AI systems. Powered by ScreenSense, it understands user context and intent to deliver real-time, in-flow guidance. AI Agents accelerate content creation, insights, and user assistance, while Product Analytics provides visibility into adoption and workflow performance. Mirror with AI Roleplay enables risk-free simulation and training ensuring compliance, productivity, and measurable outcomes across complex banking workflows.
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.: Jijnyasa Patowary (Team Lead – Field Marketing, Event Coordinator), [email protected], +919706006039
How they describe themselves: Vine Financial is an AI-powered commercial lending platform built for banks, credit unions, and agricultural lenders. Vine supports the full lending lifecycle – from loan application through underwriting, financial spreading, and loan management – enabling credit teams to work faster and more accurately without sacrificing underwriting discipline. Built to adapt to each institution’s unique workflow, Vine helps lenders modernize operations, reduce manual effort, and make better credit decisions at scale.
How they describe their product/innovation: At FinovateSpring, Vine will be showcasing its new AI Assistant – a conversational tool embedded directly in the credit workflow. Lenders can ask questions about a deal, a borrower, or any documents uploaded into the platform and get instant, grounded answers without ever leaving the platform. It’s a meaningful step forward in how credit teams interact with data – faster answers, less manual digging, and more confident decisions at the deal level.
Product distribution strategy: Through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Justin OBrien (CPO), [email protected], 972-822-5270
How they describe themselves: VentusAI transforms raw transaction data into a cross-category behavioral intelligence layer spanning 3,000+ spending subcategories – surfacing life events, dynamic personas, and real-time intent signals. Banks use this intelligence to personalize every touchpoint across the customer journey, driving higher retention, higher lifetime value, and higher assets under management.
How they describe their product/innovation: VentusAI’s platform ingests raw transaction data and outputs cross-category behavioral intelligence spanning 3,000+ spending subcategories – including life events, dynamic personas, and predictive intent signals. Designed for enterprise deployment, the platform integrates with core banking systems, CRMs, and marketing orchestration tools out of the box. SOC II and PCI DSS compliant, VentusAI is ready to plug into existing workflows and power personalized experiences across every banking function.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Marco Ma (CEO & Co-Founder), [email protected], 267-315-5303
How they describe themselves: Veep is an AI-powered company helping community banks and credit unions compete with digital challengers like Chime. Our patent-pending Risk and Wellness Scores enable real-time funds access and promote financial wellness. We partner with financial institutions to grow deposits, deepen customer relationships, and deliver innovative, community-focused services that stand out in the market.
How they describe their product/innovation: Veep’s latest innovation is an AI-driven Risk & Wellness Scoring platform that uses patent pending AI models to assess customer financial health and risk. Embedded directly into digital banking it enables secure, real time access to funds while empowering community banks and credit unions to offer Chime-level capabilities, drive deposit growth and promote financial wellness with a differentiated, community first approach.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Sharon Kirby-Wright (Global Sales & Partnerships), [email protected], +44 07970022668
How they describe themselves: Every investment and financial firm has access to the same AI models. Where is your edge?
uncharted brings together PhDs from technical and non-technical fields with real-world investment and financial services experience across private equity, quant investing, insurance, and banking. We help investment and financial firms to create a sustainable edge in the AI era – compounding their knowledge and capabilities over time. Leave your competitors behind, instead of becoming more like them.
How they describe their product/innovation: uncharted’s flagship platform, Alloy, transforms how investment firms synthesize public and proprietary data into investment decisions. AI models have become commodities, but your firm’s edge must remain unique. Alloy bridges the gap by integrating seamlessly with your data sources to augment complex investment analysis workflows. Designed for lean teams in private equity, hedge funds, family offices, or banks, Alloy turns raw information into institutional-grade conviction at machine speed.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Community banks
Contacts:
Bus. Dev. & Press: Benedikt Krob (Co-Founder), [email protected], 919-408-6765
How they describe themselves: WNSTN is on a mission to empower FIs to adopt AI functionality. With our turnkey, API-based AI agents, WNSTN delivers a superior user experience, enabling personalization at scale to drive deeper engagement and increase lifetime value for investment platforms, brokers and wealth managers. From a team with decades of experience building financial products, our AI-powered platform was built for the needs of the industry with a rigorous, compliance-first approach that is secure, transparent and responsible.
How they describe their product/innovation: WNSTN is a multi-AI-agent VRM system that monitors AI investment assistant activity within trading platforms, strengthening relationships between brokers and users. We provide tailored AI agents built to the highest compliance standards, along with robust back-office tools to monitor AI/user interactions and provide actionable insights. We believe the future lies in empowering financial institutions to control and leverage AI-not be replaced by it. Our technology boosts engagement and brand loyalty.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Community banks
Contacts:
Bus. Dev.: Jamie Rakover (CRO), [email protected]
Press: Roy Michaeli (CEO), [email protected]
How they describe themselves: Founded by former Google engineers, Zeplyn is rebuilding the Wealth Management experience from an AI-native lens. Our Agentic AI Assistant automates the manual tasks across client acquisition, onboarding, and relationship management workflows, freeing financial advisors to invest time where they’ll earn highest returns: building relationships and scaling their business. Our flagship product, Zeplyn Meeting Assistant, reduces manual work associated with client engagements by more than 90%, saving advisors 12+ hrs/week, empowering personalization at scale.
How they describe their product/innovation: Zeplyn Meeting Assistant is a compliant and secure Agentic AI technology that captures client interactions across video, in-person, or phone calls, and converts them real-time into structured data with unparalleled accuracy. It also automates data entry into CRMs and powers additional workflows, such as auto-drafting personalized emails, equipping client service teams with prioritized next steps, summarizing data into client recaps and meeting prep, and surfacing client and advisory trends and insights, empowering firms to optimize practice management.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Era Jain (CEO & Co-Founder), [email protected]
Press: Mariangel Babbel (Head of Marketing), [email protected]
How they describe themselves: Winnow ® is a database-driven RegTech platform that provides subscribers with accurate topic-driven surveys and automated compliance change management. Winnow catalogs over 80,000 individual state and federal law requirements maintained by an experienced team of attorneys and professionals. Winnow delivers compliance solutions for mortgage, auto financing, credit cards, banking, privacy, cybersecurity, and more. Its recent Winnow AI addition provides lightning-fast answers to basic legal questions leveraging attorney-reviewed content.
How they describe their product/innovation: Since our previous FinovateFall appearance, Winnow has released several new features that provide incredible value to our customers. Some of the features demoed will include our recent launch of Excel exports for surveys, expanded coverage for banking, the addition of bills, historical surveys, improved defined terms, and our expansion into serving law firms.
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.: Wendy Lovett (VP, Sales & Business Development), [email protected], 949-674-4909
Press: Bart Welt (VP, Design & Marketing), [email protected], (949) 674-4920
