Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Trusted by 60+ financial institutions, ScreenSteps is an AI-powered knowledge base that delivers certified, compliance-ready AI guidance to frontline staff at the point of interaction, inside the tools they use every day. That means training that takes weeks instead of months, change management and digital transformations that don’t disrupt service, and customer/member interactions handled consistently and confidently, regardless of who’s helping or how complex the request.

How they describe their product/innovation: In this demo, Greg DeVore will showcase how teams are using ScreenSteps to turn long, complex, branching procedures into clear, interactive decision trees without typing a single word, all available in the systems frontline staff are using at the point of interaction.

He’ll also highlight the guardrails and feedback loops built directly into the system that ensure knowledge maintains accuracy and staff stay informed, ensuring confident and consistent service, every time.

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.: Greg DeVore (CEO), [email protected]
Press: John Julien (Director of Marketing), [email protected]