FinovateSpring 2025 Sneak Peek Series: Part 3

A look at the companies demoing at FinovateSpring in San Diego on May 7 – 9. Register today using this link and save 20%.

BankShift

BankShift’s new innovation is a low-code, patent-pending embedded banking platform that integrates financial services into non-financial apps, enhancing engagement, loyalty, and revenue opportunities.

Features

  • Seamless Integration: Embeds banking into apps with SDKs
  • Enhanced Security: Biometric authentication, KYC, and transfer lock
  • Uninterrupted Service: Break-glass failover ensures continuous banking

Who’s it for?

Credit unions, community banks, and regional banks.

Hive Technologies

Hive Technologies is a fintech solution that helps financial institutions serve low and moderate income consumers profitably in auto.

Features

  • Increases membership and customers by offering a differentiated auto finance product
  • Reduces net charge offs via improved payment performance from members
  • Improves the membership/customer experience

Who’s it for?

Financial institutions such as credit unions, banks, and OEM captives interested in serving more low and moderate income (LMI) consumers in auto.

Illuma

IllumaShield™ by Illuma streamlines caller verification with a frictionless voice biometrics authentication solution that protects against account takeovers.

Features

  • Improves account security and customer satisfaction
  • Reduces caller verification time by 85% or more
  • Deploys quickly with low lift from internal IT resources

Who’s it for?

Credit unions, community banks, regional banks, and insurance companies that need a state-of-the-art solution to prevent fraud in the contact center.

Layerup

Layerup builds Voice AI agents for financial institutions.

Features

Layerup’s Voice AI agents help automate inbound and outbound calls for financial institutions.

Who’s it for?

Banks and credit unions.

ReSight

ReSight takes raw data and generates periodic reports instantly – no manual work, just seamless automation with a click of a button.

Features

  • Delivers pixel perfect reporting from existing data
  • Removes the need for internal resources to manually create reports
  • Available on the cloud or self-hosted

Who’s it for?

Asset management firms, banks, credit unions, and financial software providers.

FinovateSpring 2025 Sneak Peek Series: Part 2

FinovateSpring 2025 Sneak Peek Series: Part 2

A look at the companies demoing at FinovateSpring in San Diego on May 7 – 9. Register today using this link and save 20%.

Bits of Stock

Bits of Stock empowers financial institutions to offer fractional stock rewards on everyday transactions and account activity.

Features

  • Auto-enrollment of digital banking users into investment accounts
  • Free-to-premium investing and rewards account structure
  • Stock roundups and recurring investments

Who’s it for?

Community banks and credit unions.

Express Wages

With Express Wages on-demand pay, employees receive some or all of their wages as they are earned.

Features

The Express Wages solution offers a simple, safe dashboard where users can see wages and view financial wellness.

Who’s it for?

Banks, employers, businesses, and credit unions.

Penny Finance

Penny Finance is an online financial planning engagement engine that attracts, retains, and serves the digital generation by helping them get out of debt, get into investing, and retire with wealth.

Features

  • Delivers custom financial plans for members within minutes
  • Drives 60% digital engagement and 30% product referrals
  • Scales seamlessly with expanding enterprise requirements

Who’s it for?

Credit unions, community banks, and small banks.

Solda.ai

Leading fintechs and banks use Solda.ai’s AI sales representatives to automate onboarding, upsell, KYC, and retention calls with <1% AI detection at 60% cost.

Features

  • Automates sales with top-performing AI trained across phone, text, email, and chat
  • Scales instantly with multi-lingual, on-brand engagement
  • Reduces costs by 40% with <1% AI-detection

Who’s it for?

Consumer and commercial fintechs, banks, payment providers, and other financial services companies.

SuperMoney

SuperMoney’s personal finance super app puts money on autopilot, using real-time credit and bank data to deliver intelligent, stress-free financial decisions.

Features

  • Keeps spending aligned with user goals with AI-powered budgeting
  • Delivers tailored financial insights to put money on autopilot
  • Automates finding better loans and credit cards with Refi Robot

Who’s it for?

All financial service providers.

FinovateSpring 2025 Sneak Peek Series: Part 1

FinovateSpring 2025 Sneak Peek Series: Part 1

A look at the companies demoing at FinovateSpring in San Diego on May 7 – 9. Register today using this link and save 20%.

Cinareo Solutions

Cinareo is a SaaS solution designed for scenario-based capacity planning for both agents and support staff at a contact center, including financial analysis and recruitment and training planning.

Features

  • 50% time savings for workforce planners adopting cloud-based planning
  • 20% cost reduction while keeping high service levels and productivity
  • 25% improvement in service efficiency and customer satisfaction

Who’s it for?

Any financial institution with a contact center that has over 100 seats.

Covet

Covet transforms estate organization by consolidating financial, physical, and digital assets into a real-time estate summary—unlocking insights for advisors and financial institutions.

Features

  • Provides complete estate visibility across financial, physical, and digital assets
  • Automates estate documents that are generated and updated seamlessly
  • Delivers scalable, automated updates for assets and family changes

Who’s it for?

Financial advisors, wealth management firms, family offices, credit unions, investors, and individual clients seeking seamless estate organization, automated updates, and multigenerational insights.

Kaian

Kaian’s white-label solution helps banks and credit unions support customers and members.

Features

  • Supports bill payment challenges for customers and members
  • Rewards smart spending habits to improve financial behavior
  • Drives loyalty and increases lifetime value for banks and credit unions

Who’s it for?

Credit unions and community banks.

TAPP Engine

TAPP Engine bridges the gap between banking and wealth, helping financial institutions grow by embedding white-labeled investment solutions that enhance engagement, drive revenue, and strengthen loyalty.

Features

  • Delivers an intuitive design, educational resources, and accessibility
  • Provides access to self-directed, automated, and practice investing experiences
  • Offers institutional-grade connectivity with data-driven personalization

Who’s it for?

Credit unions, banks, fintechs, RIAs, independent broker dealers, and more.

Winnow

Winnow is an award-winning regulatory change management platform that allows customers to build customized state and federal compliance surveys.

Features

  • Pay-As-You-Go Surveys: Generate a-la-carte compliance surveys
  • Bills: View bills linked to relevant requirements and defined terms
  • Historical Surveys: Build compliance surveys based on a past date

Who’s it for?

Banks, credit unions, fintechs, lenders, and law firms.

FinovateEurope 2025 Sneak Peek Series: Part 7

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

AQ22

AQ22 is an agentic banking orchestration platform automating financial workflows, from credit assessment and compliance to investment management and debt collection, helping banks streamline decision-making.

Features

  • AI-driven automation: Streamlines credit, investment, and compliance.
  • Seamless integration: Connects with any banking system.
  • Agentic intelligence: Enhances financial decision making.

Who’s it for?

Banks, credit unions, and financial institutions.

Deriskly

Deriskly helps financial services firms improve customer experience, automate compliance, and enhance trust through better communication and complaint analysis with safe and explainable AI.

Features

  • Enhances customer experience by improving communication clarity
  • Automates compliance with regulatory and brand guidelines
  • Identifies complaint patterns to drive better product decisions

Who’s it for?

Banks, financial services firms, insurers, and fintech companies.

Homely

Homely is an end-to-end, AI-powered digital journey for first-time buyers, empowering them to realize the dream of home ownership.

Features

Homely offers a unique, hyper-personalized AI-powered journey to realize home ownership.

Who’s it for?

Retail banks, businesses offering Homely to their employees, and individuals.

Neural Defend

Neural Defend is an AI-agentic deepfake detection startup founded by MIT researchers combating the $10.5 trillion global financial fraud problem with their patent pending algorithm.

Features

  • Delivers AI Agentic deepfake detection
  • Offers a multi-modal solution with audio, video, image, and expression detection
  • Provides real-time detection

Who’s it for?

Digital banks, fintechs, EKYC, verification companies, onboarding companies, insurance companies, media channels, dating companies, and government agencies.

Tweezr

Tweezr is an AI-powered surgical code assistant that pinpoints where developers should make changes across millions of lines of legacy code without breaking critical functionality.

Features

  • Delivers faster time-to-market for changes in legacy systems
  • Produces higher developer productivity in legacy environments
  • Obviates the need to launch the next ~$1B modernization program

Who’s it for?

Any financial institution with a complex legacy IT estate.

FinovateEurope 2025 Sneak Peek Series: Part 6

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

Dimply

Dimply is an intelligent customer experience and personalization solution for financial institutions.

Features

  • Provides an intelligent customer experience
  • Offers a UX/UI solution
  • Delivers personalization

Who’s it for?

Banks and wealth managers.

Intuitech

Intuitech’s GenAI agents automate 95% of the most complex banking and insurance workflows, cutting loan origination time from weeks to minutes.

Features

  • Process and create any unstructured documents
  • Route and draft emails autonomously
  • Automatically validate information, taking necessary actions while providing full transparency

Who’s it for?

All banks, insurance providers, financial institutions seeking ROI on digital investments in 2025, using Agentic AI to reduce OPEX and boost customer satisfaction.

Primer

Primer is an AI platform that provides superhuman analysis of earnings calls and filings with unbiased, contextualized insights at speed, helping investment professionals make better decisions.

Features

  • Delivers earnings call/filing analysis to analysts within minutes of release
  • Generates key insights at depth and speed that human teams cannot replicate
  • Provides more accurate and relevant peer analysis

Who’s it for?

Investment banks (especially equity research and sales teams), asset managers, wealth managers, and hedge funds.

Stack AI

Stack AI delivers proven, enterprise-grade AI solutions that streamline operations, enhance decision-making, and deliver measurable outcomes for sustainable, scalable growth.

Features

  • Accelerates secure data analysis for faster decisions
  • Automates workflows for consistent, accurate results
  • Scales seamlessly with expanding enterprise requirements

Who’s it for?

Established enterprises.

FinovateEurope 2025 Sneak Peek Series: Part 5

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

Byne

Byne is a secure, on-premise platform that lets teams build AI agents to automate document-heavy workflows while keeping sensitive data protected within company walls.

Features

  • Build AI agents without code for document workflows
  • Deploy anywhere – on-premise or cloud
  • Deliver enterprise-grade security with sensitive data protection

Who’s it for?

Regulated enterprises.

EKAI

EKAI’s AI Compliance Co-Pilot applies automation, speed, and a unified customer view to regulation workflows.

Features

  • Provides scenario testing for operational resilience compliance
  • Offers a unified customer view
  • Delivers modularized compliance program management

Who’s it for?

Banks, insurers, fintechs (including payments), investment managers, private markets, and the health, energy, and logistics industries.

PromoComply

PromoComply is the fastest and most comprehensive platform for ensuring compliance of financial promotions, throughout the entire promotion lifecycle.

Features

  • Ensures financial promotions comply with all regulations
  • Streamlines collaboration between all stakeholders, partners, and regulators
  • Saves time and money – shortens process from weeks to minutes

Who’s it for?

All businesses promoting financial products in the U.K. market.

RE-ViVE

RE-ViVE is a process intelligence platform revolutionizing how businesses optimize, monitor, and transform their workflows, with a particular focus on the BFSI and fintech sectors.

Features

  • Map and analyze hundreds of workflows from raw data within minutes
  • Offer agentic AI functionality
  • Deliver actionable insights across diverse systems and workflows

Who’s it for?

Banks, credit unions, community banks, payment providers, insurance companies, BFSI system integrators, fintech companies (partnership), and any SMB with complex processes.

Torus

Torus is an award-winning SaaS intelligence platform for banks and fintechs that aims to enhance profits on card transactions by up to 50%.

Features

  • Understands transaction-level costs and revenues daily allocation with 98% accuracy
  • Provides profit-based pricing for fintech partners
  • Offers agentic AI support

Who’s it for?

Banks, BaaS providers, credit unions, card issuers, merchant acquirers, and payment providers.

FinovateEurope 2025 Sneak Peek Series: Part 4

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

Bitpowr Technologies

Through Bitpowr Technologies’ latest products, fintechs and other companies can offer embedded stablecoin banking, payments, digital wallets, and card products in a safe, secure, and compliant way.

Features

  • Issue and enable stablecoin digital wallets to store and secure stablecoins
  • Process and receive global payments using stablecoins
  • Issue stablecoin-backed cards to users

Who’s it for?

Fintechs, neobanks, payment providers, and businesses.

ID-Pal

ID-Pal uses 100% AI-powered technology for real-time identity verification and AML screening, ensuring seamless customer onboarding, compliance, and zero access to customer data.

Features

  • Provides built-in AI document fraud detection
  • Delivers global coverage and streamlined AML compliance
  • Offers seamless integration options and full customization

Who’s it for?

Banks, neobanks, community banks, credit unions, payments providers, insurance companies, asset management companies, and financial institutions.

MDOTM Ltd

Sphere, MDOTM Ltd’s investment platform, leverages AI to deliver AI-driven investment insights, portfolio rebalancing at scale, and automated portfolio commentaries to institutional investors globally.

Features

  • Creates AI-driven investment insights
  • Provides portfolio rebalancing at scale
  • Uses GenAI for portfolio commentaries and reporting

Who’s it for?

Investment professionals and decision makers from banks, insurance companies, family offices, and asset and wealth management companies.

Moonjelly

Moonjelly is an enterprise-ready GenAI platform that retrieves information, derives insights, and completes tasks to increase day-to-day efficiency with complete transparency.

Features

  • Unlocks advanced insights with AI on trustworthy data across industries
  • Executes tasks in seconds to improve efficiency
  • Creates dashboards to track ROI and enterprise compliance

Who’s it for?

Small-to-medium-sized financial institutions.

PayIP

PayIP’s AI-powered billing platform optimizes banks’ payment network billing and interchange, providing fast, accurate alerts and insights to uncover immediate cost savings and revenue opportunities.

Features

  • Recovers and optimizes payment network fees and interchange for banks
  • Empowers banks to understand their payment network billing and interchange
  • Benchmarks and analyzes network billing

Who’s it for?

Banks, credit unions, fintechs and payment providers paying fees to payment networks and/or earning or paying interchange.

FinovateEurope 2025 Sneak Peek Series: Part 3

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

CyberUpgrade

CyberUpgrade automates ICT security and compliance, transforming paper processes into resilience. Built by CISOs, it streamlines audits, risk, and vendor management and fosters cybersecurity awareness.

Features

  • CoreGuardian ensures compliance with DORA and other frameworks
  • CoPilot engages employees 1-on-1 via Slack and Teams for security awareness
  • VendorGuard streamlines vendor risk management

Who’s it for?

Financial institutions, investment firms, insurers, payment processors, critical ICT providers, and non-EU companies serving EU financial entities.

Intrepid Fox

Intrepid Fox makes onboarding for banks and fintechs 10x faster. Their AI-powered document collection reduces manual follow-ups by 90% and cuts costs by 50%.

Features

  • Provides on-the-spot document analysis for 10x faster document collection
  • Automates follow-ups with the customer to eliminate back-and-forth emails
  • Includes an interactive compliance dashboard that provides a robust risk analysis

Who’s it for?

Banks, credit unions, fintechs, payment providers, and financial institutions seeking faster and more efficient business onboarding.

Keyless

Keyless is a leader in privacy-preserving biometric authentication. It is ISO27001, FIDO, and FIDO2 certified and protects global enterprises from fraud while ensuring compliance and multi-factor security.

Features

  • Delivers data privacy and compliance
  • Offers multi-factor security
  • Creates a seamless user experience

Who’s it for?

Banks, fintechs, crypto exchanges, and the broader financial services sector, from SMEs to global organizations.

R34DY

ABLEMENTS by R34DY solves the integration challenge for banks. ABLEMENTS is an AI-driven platform bringing IT ecosystems and organizations together and to market – fast.

Features

  • Orchestrate – uses AI to integrate IT systems and third-party providers in no time
  • Create – provides a low code platform for businesses to create flows with AI
  • Operate – safely deploys and monitors

Who’s it for?

Banks and financial institutions, whether they are legacy, modernizing, or greenfield.

Regsearch AI

Regsearch AI empowers businesses with customizable regulatory AI agents to simplify and automate regulatory compliance, assess gaps, and ensure alignment with internal policies and standards.

Features

  • Automates regulatory compliance assessments without disrupting current operations
  • Provides oversight and monitoring of AI agents used outside and within Regsearch AI

Who’s it for?

Small-to-medium-sized businesses, including financial services, insurance companies, banks, credit unions, and payment providers.

FinovateEurope 2025 Sneak Peek Series: Part 2

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

b-next

Founded in 1989, b-next specializes in innovative data analytics, delivering actionable insights and surveillance solutions across asset and trading platforms.

Features

  • Revolutionizes how data informs strategy
  • Fuels better decision-making
  • Uncovers actionable market correlations
  • Creates continuous innovation through a scalable ecosystem

Who’s it for?

Banks, asset managers, hedge funds, and trading firms.

Light Frame

Light Frame is a pioneering wealth technology firm launching the next generation of foundational core technology.

Features

  • Simplifies onboarding and maintenance
  • Improves and automates operations
  • Streamlines costs
  • Elevates intelligence
  • Accelerates innovation

Who’s it for?

Private banks, wealth management firms, and banks offering brokerage services.

Mati Labs

Mati Labs is an AI-powered co-pilot for investment funds that integrates proprietary and external financial data to deliver secure, actionable insights via custom tools and workflows.

Features

  • Connects 200+ data providers, including proprietary sources, to AI
  • Integrates seamlessly with tools, like Power BI, SQL, and Outlook
  • Automates reports, alerts, and insights from unstructured data

Who’s it for?

Asset managers and investment advisors.

Mifundo

Mifundo’s data solution offers cross-border credit information and standardised credit scores for underwriting foreigners, non-resident nationals, expats, and migrants.

Features

  • Offers standardised credit scores
  • Enhances credit bureau data with open-banking
  • Offers access to all European countries with a single API (or online platform)

Who’s it for?

Banks, BNPL, and credit cards.

FinovateEurope 2025 Sneak Peek Series: Part 1

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

Arva AI

Arva AI offers AI-enabled business verification for banks and fintechs.

Features

  • Provides AI agents for document intelligence and fraud detection
  • Analyzes web presence
  • Communicates with customers

Who’s it for?

Banks, credit unions, payment providers, and fintechs.

Doshi App

Doshi App helps financial institutions deepen customer loyalty through engaging financial education that empowers better financial habits.

Features

  • Generates AI-driven customer insights for personalised CRM
  • Delivers plug-and-play financial education for easy integration
  • Offers scalable white-label solutions for seamless branding

Who’s it for?

Banks, credit unions, fintechs, lenders, and credit builders.

Plumery

Plumery’s cloud-native digital banking platform empower’s financial institutions of all sizes to craft distinctive, customer-centric mobile and web banking experiences.

Features

  • Drives 60% higher customer engagement through lifestyle integration
  • Generates 40% growth in transaction volume through embedded services
  • Creates new revenue streams through partnership models

Who’s it for?

Financial institutions of any size, ranging from large multinational banks to smaller regional players.

Xaver

Xaver empowers banks, insurers, and brokers with agentic AI-driven omnichannel sales capabilities to improve pension savings for millions of Europeans.

Features

  • Delivers up to 65% sales efficiency gains through autonomous AI financial advisors and AI co-pilots
  • Provides seamless omnichannel experiences bridging online and offline
  • Tailors AI-generated, hyper-personalized journeys

Who’s it for?

Insurance companies, banks, and brokers.

FinovateFall 2024 Sneak Peek Series: Part 9

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

Addition Wealth

Addition Wealth is a financial wellness company that empowers individuals to make smarter financial decisions and make the most of their money.

Features

  • Makes financial expertise more inclusive and accessible
  • Provides access to financial professionals, digital tools, benefits information, courses, content, and financial insights

Who’s it for?

Asset managers, retirement players, insurance companies, banks, private equity funds, and employers.

Cyphr

LoanReady by Cyphr is a tool that complements Loan Origination Systems and helps community banks and credit unions get more small businesses approved for loans with readiness screening or empathetic declines.

Features

  • Readiness Screening: Assesses loan eligibility, improving approval rates
  • Empathetic Declines: Provides actionable feedback, enhancing borrower trust
  • Seamless Integration: Complements existing LOS

Who’s it for?

Community lenders, credit unions, and small-to-medium-sized businesses.

Dimply

Dimply is a data driven customer experiences solution for community banks and credit unions that delivers cutting edge, engaging, and embedded personalized customer journeys.

Features

  • Delivers digital customer centricity
  • Individualization is the next frontier of customer experience
  • Provides customer journey orchestration with tailored value proposition

Who’s it for?

Banks, community banks, credit unions, and wealth managers.

Homegrown

Homegrown partners with credit unions, banks, and investors to power growth with energy efficiency data.

Features

  • Offers white-labeled digital engagement – helps customers and members save money on utility bills
  • Delivers personalization – custom results for any U.S. home address
  • Provides impact reporting – track and report user impact

Who’s it for?

Credit unions and banks – particularly those with current mortgage, HELOC, personal loan product offerings, and those with merchant lending networks for solar, HVAC, or home improvement.

Odin

Odin AI enhances enterprise efficiency with intelligent automation, real-time insights, and comprehensive solutions, delivering proven results across diverse industries.

Features

  • Automates complex financial reporting processes
  • Analyzes and categorizes vast amounts of transaction data
  • Scales across departments for enterprise-wide efficiency

Who’s it for?

Large enterprises, financial institutions, and payment providers seeking to optimize operations and enhance data-driven decision-making.

Starlight

Starlight provides proactive, personalized guidance to help households navigate government benefits seamlessly.

Features

  • Provides personalized, proactive assistance navigating benefit systems
  • Offers seamless integration with credit union products for ongoing financial support
  • Delivers quick deployment, enhancing services and member engagement

Who’s it for?

Credit unions.

Stride

Stride stands at the forefront of technology and innovation, using multi-agent GenAI to eradicate tech debt and prevent it from creeping up again.

Features

Stride Conductor exists for one purpose: to eradicate tech debt and prevent it from creeping up again. It acts as an additional team member that’s always looking out for the user behind the scenes.

Who’s it for?

Financial companies struggling with escalating tech debt.

Themis

Themis is a compliance platform that simplifies compliance and collaboration for banks and fintechs, reducing regulatory risk, cutting down on manual work, and boosting partnership efficiency.

Features

  • Simplifies compliance management
  • Enhances bank-fintech collaboration
  • Reduces regulatory risk and manual tasks

Who’s it for?

Banks and fintechs.

FinovateFall 2024 Sneak Peek Series: Part 8

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

Accelera Payments

Accelera Payments is a comprehensive payments stack. The flagship product Comply is a plug-n-play utility that integrates with existing payment infrastructures, ensuring ISO compliance with minimal disruption.

Features

  • Achieves ISO 20022 compliance at lightning speed
  • Provides multiple financial message formats
  • Offers ISO message validator

Who’s it for?

Small-and-medium size banks, credit unions, and financial institutions.

CardLift

CardLift keeps banks’ credit cards top-of-wallet by enabling customers to effortlessly switch payments to CardLift’s partner cards while showcasing card benefits at every online checkout.

Features

  • Transfers spending to the partner card seamlessly through CardLift’s auto card switching
  • Boosts online card usage through one-tap checkout
  • Drives consumer loyalty through enhanced cash back rewards

Who’s it for?

Banks, credit unions, and card issuers looking to increase card usage and transaction volumes.

CD Valet

CD Valet empowers financial institutions to compete online in the CD market with proven, targeted digital marketing solutions and online account opening.

Features

  • Provides CD digital account opening services
  • Delivers new digital account opening for IRA CDs
  • Offers featured CD listings, lead generation services, and lead qualification based on the user’s criteria

Who’s it for?

Financial institutions offering competitively priced CDs and IRA CDs.

Credit Mountain

The Warm Decline by Credit Mountain reinvents the decline experience for rejected borrowers and saves lenders money at the same time.

Features

  • Automates adverse action notices
  • Provides a personalized path to “yes”
  • Monitors, tracks, and re-engages declined borrowers

Who’s it for?

Credit unions.

illuminote

DARCi by illuminote digitally controls assent by securely registering, authenticating, and protecting legal records to guard companies from fraud, litigation, human error, and liability.

Features

  • Offers workflow optimization and protection
  • Improves client retention and business development
  • Delivers digital transformation and regulatory compliance

Who’s it for?

Financial institutions (banks and credit unions) and financial advisory firms.

NayaOne

Compass by NayaOne, the default industry utility, quickly and simply connects banks with vendors, reducing cost and complexity associated with discovering and sourcing partners and customers.

Features

  • Showcases tech to 100+ banks ready to buy
  • Investigates what peers are using
  • Accelerates vendor selection process
  • Improves third-party risk management

Who’s it for?

Banks, credit unions, and tech vendors.

Sei

Sei builds AI agents for risk and compliance teams to automate complex tasks. Sei’s customers include banks, publicly listed companies, and fintechs across the U.S., U.K., Europe, and APAC.

Features

Sei automates work for compliance and risk teams including marketing review, customer support QA, TPRM, etc., allowing for:

  • Faster growth
  • Real time compliance at scale
  • Reduced cost by 60%

Who’s it for?

Banks, credit unions, fintechs, and payment providers.