How they describe themselves: Young Early Starters (YES) is an ed-tech and fintech app closing the financial literacy gap for children aged 8-18. Kids invest in real stocks and ETFs and genuinely own their portfolio strategy, learning through a science-backed curriculum and a fun journey guided by an AI fox. Every trade needs a parent’s approval, so children gain hands-on experience within clear guardrails, and a 20-year head start on building wealth.
How they describe their product/innovation: YES is the first platform to give children aged 8-18 real, parent-approved stock investing wrapped in a science-backed learning game design. Our demo shows the full loop: a child completes module to unlock investing abilities, submits an investment proposal, and a parent approves the trade, and each real share becomes a building in the world they grow.
Product distribution strategy: Direct to Consumer (B2C)
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev. & Press: Monica Marpole-Bird (Head of Growth & Marketing), [email protected], +447918318668
How they describe themselves: Warrant is the AI compliance platform for marketing at regulated financial institutions. Credit unions, enterprise banks, and fintechs use Warrant to check ads, emails, landing pages, and social posts against regulations like TILA, UDAAP, and FDIC/NCUA advertising rules, plus their own brand and disclosure policies, in seconds. Marketing moves faster, compliance gets audit-ready review trails, and institutions grow without added regulatory risk.
How they describe their product/innovation: Warrant Social turns loan officers, advisors, and frontline staff into a compliant social selling team. Employees generate on-brand posts with AI, Warrant instantly checks each post against regulations and company policies, adds required disclosures, routes it for approval, and publishes across seven social platforms, including LinkedIn, Reddit, Instagram, Facebook, and TikTok. Compliance sees every post before it goes live, with a complete audit trail. Employee advocacy at scale, without the regulatory exposure.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev.: Jake Langley (Chief of Staff), [email protected]
Press: Austin Carroll (CEO & Founder), [email protected], 984-319-6397
How they describe themselves: At Voyager AI, we believe technology should work for community banks. We provide a deterministic intelligence layer that overlays your existing systems, seamlessly bringing your data, policies, and lending teams together.
How they describe their product/innovation: Voyager AI accelerates commercial and SBA lending by transforming manual workflows into actionable intelligence. It integrates with your existing systems, creating a secure, auditable layer that enforces institutional standards. By automating repetitive tasks, Voyager ensures every decision is explainable and defensible. Your team retains full control, enabling them to focus on high-value relationships and growth. Voyager implements rapidly, adapting to your specific criteria without requiring major operational changes or lengthy setup cycles.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev. & Press: Aaron Colcord (CEO), [email protected], 414-530-7674
How they describe themselves: Vertyx is the trusted technology partner helping forward-thinking lenders transform traditional mortgage operations into full-cycle homeownership platforms. By delivering actionable, data-driven insights, we empower mortgage teams to deepen existing relationships and drive long-term retention across the entire lifecycle-supporting everyone from aspiring, first-time buyers to homeowners looking to optimize their most valuable financial asset: their home.
How they describe their product/innovation: Vertyx Cypher provides mortgage teams with the infrastructure to stand up personalized homeownership programs for aspiring and current homeowners. For aspiring buyers, Cypher delivers intelligence tools to personalize budgeting and map the path to homeownership. For existing owners, it empowers teams to engage clients as lifelong customers, providing solutions for property management and equity optimization.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev.: Ayo Opeyemi (Co-Founder), [email protected], 6102483175
How they describe themselves: Vertice AI delivers growth & personalization at scale for community financial institutions. Our growth platform unifies marketing, product, branch, and executive teams around a shared understanding of your account holders. Know your members & customers through behavioral, demographic, & product-level insights. Grow participation with predictive models, segmentation, & next-best-product recommendations. Then measure campaign impact & participation trends in one place. No data scientists required. Know your members. Grow your impact. Measure what matters.
How they describe their product/innovation: Vertice OPTIMIZE is the first platform in financial services that connects an institution’s growth goals to marketing execution. An optimization engine that combines those goals with account-level propensity scores to build a multi-month campaign calendar including which campaigns to run, when, and for whom, while respecting fatigue, capacity, and compliance constraints. It generates compliant, personalized content automatically. Marketers review and approve; a quarter of goal-driven marketing executes itself, giving small teams exponential capacity.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev.: Tyler Brantley (VP of Sales & Partnerships), [email protected], 706-424-2721
Press: Gabriela Fowler (PR Leader), [email protected], 678-781-7211
How they describe themselves: Veritus is the AI communications platform for financial services, delivering compliant AI voice, text, email, and chat across customer acquisition, loan servicing, and collections. Our API-first platform orchestrates personalized omnichannel engagement, integrates with existing systems, and automates workflows to improve conversions, recoveries, and productivity. Trusted by banks, credit unions, fintechs, and collections agencies, Veritus helps reduce costs while improving the consumer experience.
How they describe their product/innovation: We will demonstrate our AI virtual voice agents across multiple customer engagement use cases. The session also includes a walkthrough of the Veritus platform, showcasing conversation analytics, automated QA, omnichannel campaign management, and other core capabilities that help financial institutions improve operational efficiency and deliver a better consumer experience.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev. & Press: Katherine Gora (COO), [email protected], 626-975-5936
How they describe themselves: Ventus AI helps banks and credit unions deliver agentic intelligence and personalized banking at scale. Our customer intelligence platform enables financial institutions to understand how each customer’s needs and financial journey are evolving, then act at the moments that matter. By moving institutions beyond static segments and commoditized experiences, Ventus helps them earn greater trust, capture more product and wallet share, and strengthen long-term retention.
How they describe their product/innovation: Ventus AI is demoing an end-to-end customer intelligence and personalization system. It combines proprietary transaction enrichment with external intelligence to identify behavioral, life-event, demographic, financial, and risk signals per customer. These insights reach every colleague through an intelligence database, agentic AI coworkers, and automated product flows, while powering personalized deals, products, and banking assistance for every customer, helping FIs increase card spend and share of wallet while strengthening long-term retention.
Product distribution strategy: Direct to Business (B2B), Through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks.
Contacts:
Bus. Dev. & Press: Marco Ma (CEO), [email protected]
How they describe themselves: Valcori Automated Solutions delivers Valcori Workmate, the unifying operating system for wealth management firms. It brings data, workflows, and teams together into a shared platform, creating clarity, consistency, and alignment across the enterprise. With assistive AI embedded throughout, firms gain the structure, visibility, and efficiency needed to operate with confidence, support advisors at scale, and grow without friction.
How they describe their product/innovation: Valcori Workmate delivers integrated analytics, workflows, and reporting that support every role across the firm, from C-suite and home office to field leadership and advisors. The platform provides a highly intuitive user experience with transparency, consistent processes, and audit-ready capabilities. With assistive AI embedded throughout, teams are guided, aligned, and equipped to operate efficiently and make better decisions every day.
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. & Press: Valarie Margaritopoulos (President & CEO), [email protected], 302-526-0813
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: Young Early Starters (YES) is an ed-tech and fintech app closing the financial literacy gap for children aged 8-18. Kids invest in real stocks and ETFs and genuinely own their portfolio strategy, learning through a science-backed curriculum and a fun journey guided by an AI fox. Every trade needs a parent’s approval, so children gain hands-on experience within clear guardrails, and a 20-year head start on building wealth.
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.
