Author: Madeline Clines

FinovateFall 2025 Sneak Peek Series: Part 9

By Madeline Clines Posted on
Categories: EnFi, FinovateFall 2025, FinovateFall 2025 Sneak Peek, Monkey Tech, OmniAI, ONEBIT, Sideko, WaveCX

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

EnFi

EnFi is an AI platform addressing challenges in data, risk visibility, and staffing within commercial lending.

Features

  • Delivers highly-accurate borrower data ingestion, classification, and spreading
  • Provides near-instant credit box fit analysis for deal screening
  • Offers automated portfolio monitoring that flags risks before they happen

Who’s it for?

Banks, credit unions, private credit funds, and fintech lenders.

Monkey Tech

Monkey Tech is a digital, transparent supply chain finance marketplace that is revolutionizing working capital through its auction-based multi-funder platform.

Features

  • Includes an auction-based marketplace with 115+ lenders
  • Provides 100% digital supplier onboarding in three clicks
  • Delivers a 36bps average rate reduction vs market

Who’s it for?

Monkey Tech connects large corporations, SMEs and their supplier networks with banks, credit unions, and institutional investment funds.

OmniAI

OmniAI accelerates borrower onboarding with AI agents that automate document collection, data verification, and intelligent follow-ups, delivering decision-ready data directly into underwriting.

Features

  • Guides borrowers from intake to underwriting via email, SMS, and voice
  • Collects documents and verifies data in real-time
  • Responds 24/7 and prevents borrower drop-off

Who’s it for?

Banks, credit unions, and non-bank lenders across SBA, equipment finance, real estate, and other lending verticals.

ONEBIT

ONEBIT is an AI-powered financial assistant that connects small business sales and banking data, delivering real-time insights, reports, and smarter tools for easier financial management.

Features

  • Delivers real-time financial insights across sales and banking
  • Automates reports and cash flow tracking
  • Simplifies decision-making for small business owners

Who’s it for?

Small-and-medium-sized business owners.

Sideko

Sideko significantly reduces integration time by allowing users to describe workflows in plain English and get back complete, production-ready integration code quickly.

Features

  • Produces production-ready integration code for internal and external use from a simple prompt
  • Shortens time to revenue and value
  • Offers zero-maintenance integrations that automatically stay current

Who’s it for?

Banks, financial institutions, insurance organizations, payment providers, SMBs, and startups.

WaveCX

WaveCX is a digital engagement layer for financial institutions, delivering interactive demos, AI-powered search, and personalized in-app content to drive adoption and reduce support costs.

Features

  • Streamlines banking tasks instantly with type-to-action interface
  • Reduces support costs and errors with AI-powered automation
  • Drives adoption and improves customer satisfaction with personalized recommendations

Who’s it for?

Banks and credit unions.

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FinovateFall 2025 Sneak Peek Series: Part 8

By Madeline Clines Posted on
Categories: AirKey, Anonybit, Aurem, Casap, Chimney, Decisionly, FinovateFall 2025, FinovateFall 2025 Sneak Peek, Krida

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

AirKey

AirKey, developed by Capital One, turns bank-issued cards into hardware tokens for authentication and identity verification.

Features

Customers who activate their card with AirKey experience up to 20% lower transaction fraud, report higher NPS scores, and more.

Who’s it for?

Banks, credit unions, and any credit or debit card issuer.

Anonybit

Anonybit delivers privacy-preserving biometric authentication for fintech and banking, securing all touchpoints including enabling AI agents to prevent account takeover, fraud, and scams.

Features

  • Provides built-in integrations to online banking platforms
  • Delivers seamless, privacy-preserving authentication at every touchpoint
  • Manages blocklists, self-service account recovery, and tokens

Who’s it for?

Banks, credit unions, fintechs, payment providers, and enterprises.

Aurem

Aurem is an AI-powered operating system for retirement and wealth providers, unifying products, processes, and data to cut costs, simplify operations, adapt to regulation, and scale growth.

Features

  • Cuts costs
  • Eliminates inefficiency
  • Equips retirement and wealth providers with intelligence, automation, and adaptability to scale in a changing world

Who’s it for?

Banks, recordkeepers, and RIAs.

Casap

Casap’s AI-driven platform helps financial institutions and fintechs intelligently tackle the growing issue of first-party fraud and automate their disputes to improve operations.

Features

  • 80% of dispute cases automated
  • 85% reduction in processing time
  • 40% decrease in customer contacts
  • 51% reduction in write-offs/losses, improving NPS scores

Who’s it for?

Banks, credit unions, and fintechs.

Chimney

Chimney uses industry leading property data and award winning technology to generate real estate loans at lower costs with fewer staff required.

Features

  • Enriches existing systems, core, and CRM data with real-time property data
  • Automatically launches personalized, data-driven campaigns
  • Uses propensity modeling and scoring to predict borrowers

Who’s it for?

Banks, credit unions, digital banking providers, and fintech partners serving homeowners.

Decisionly

Decisionly automates disputes for card issuers, using AI to drive scalable, compliant, and cost-effective dispute operations.

Features

  • Intelligent intake: Provides real-time validation at intake
  • Robust evaluation: Automates custom workflows to improve accuracy
  • Faster resolution: Improves cardholder experience and deadline compliance

Who’s it for?

Card issuers including banks, fintechs, and processors.

Krida

Krida is an AI intelligence layer for commercial banking, removing lending bottlenecks and delivering real-time insights that deepen relationships, boost revenue, and accelerate growth.

Features

  • Automates document collection, data extraction, and credit materials
  • Uses a self-serve borrower intake with instant feedback
  • Equips bankers with insights for faster, more confident lending decisions

Who’s it for?

Banks, credit unions, venture lenders, and non-bank lenders.

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FinovateFall 2025 Sneak Peek Series: Part 7

By Madeline Clines Posted on
Categories: Conductiv, Dimply, FinovateFall 2025, FinovateFall 2025 Sneak Peek, ID-Pal, Kaaj AI, Payfinia, Scamnetic, Vertice AI

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

Conductiv

Conductiv helps lenders find more good loans, approve them faster, and grow portfolios safely using AI and permissioned data orchestration.

Features

  • Prevents fraud
  • Identifies charge offs before they happen
  • Finds new good loans hidden within existing loan applications

Who’s it for?

Banks and credit unions that make retail, SMB, and commercial loans.

Dimply

Dimply is an intuitive AI experience engine for builders in financial services to create, own, and evolve customer experiences, turning any data into personalized experiences, ready to embed instantly.

Features

  • Allow teams closest to customers to own the experience
  • Bring APIs in real-time to orchestrate data
  • Deliver personalized journeys inside existing apps and sites

Who’s it for?

Banks, credit unions, insurers, pension providers, wealth managers, and other financial services providers.

ID-Pal

ID-Pal’s ID-Detect is an additional layer of verification applied to every submission that accurately detects the most common type of AI document fraud, like synthetic IDs and portrait swaps.

Features

  • Confirms presence of physical, real ID vs. deepfake
  • Detects AI-manipulated IDs instantly and removes risk of fraud
  • Delivers seamless onboarding of real users and reduces false-positives

Who’s it for?

Credit unions, community banks, payment providers, wealth management firms, fund admins, merchant acquirers, and financial service providers.

Kaaj AI

Kaaj AI agents turn messy small business loan packages into clear, holistic risk assessments in just three minutes, helping lenders close ten times more loans.

Features

  • Delivers an end-to-end small business loan assessment in three minutes
  • Provides holistic credit and fraud risk insights with ready-to-review credit memos
  • Offers AI agents for loan officers, sales, and credit teams that unlock ten times more loans

Who’s it for?

Banks, credit unions, and small business lenders.

Payfinia

Payfinia’s composable QR payment service, built with Matera, allows FIs to deliver secure, instant QR code payments across FedNow, RTP, ACH, and digital asset platforms.

Features

  • Delivers instant, secure bank-to-bank payments via QR codes
  • Works across FedNow, RTP, ACH, or digital assets
  • Ensures safe, real-time transactions with native fraud controls

Who’s it for?

Credit unions, community banks, digital banking platform providers, and fintechs.

Scamnetic

Scamnetic offers cutting-edge, globally patented AI solutions that detect, prevent, and stop scams in real time, protecting identities and communications everywhere.

Features

  • KnowScam 2.0: Provides real-time scam detection across multiple channels
  • IDEveryone™: Delivers instant identity verification to prevent impersonation
  • Enhanced AI: Uses deepfake detection with actionable insights

Who’s it for?

Banks, credit unions, payment providers, fintechs, SMBs, and individuals.

Vertice AI

Vertice AI empowers community FIs with predictive analytics that transform data into actionable insights, driving smarter, measurable growth.

Features

  • Delivers AI-powered insights for precise customer targeting, boosting acquisition and cross-selling
  • Provides automated, personalized campaigns that maximize engagement
  • Offers scalable, compliant marketing content creation

Who’s it for?

Credit unions and community banks of all sizes.

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FinovateFall 2025 Sneak Peek Series: Part 6

By Madeline Clines Posted on
Categories: Appli, Debbie, FinovateFall 2025, FinovateFall 2025 Sneak Peek, FintechOS, Lyzr AI, Mall IQ, MoneyPlanned, Reset

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

Appli

Appli’s AI-powered calculators turn visitors into confident shoppers, guiding key loan and savings decisions to boost revenue across every financial product.

Features

  • Delivers personalized financial guidance using AI enabled financial calculators
  • Boosts engagement via a trusted experience seamlessly embedded
  • Drives revenue growth and turns trust into loyal customers

Who’s it for?

Credit unions and community banks.

Debbie

Debbie is a rewards platform for good money habits where users can earn points for saving, paying off debt, and making on time payments.

Features

  • Drives 2x average deposit lift from engaged members
  • Delivers a 35% reduction in delinquencies
  • Sources thousands of new consumers for half the cost
  • Provides competitive intelligence data for upsell opportunities

Who’s it for?

Banks and credit unions.

FintechOS

FintechOS’s AI-driven product engine helps banks innovate without replacing core systems. Its low-code, composable architecture accelerates digital transformation, enhancing compliance and decision-making.

Features

  • Launch Web3 products without core changes
  • Manage deposits and digital assets from a single platform
  • Unlock revenue via crypto-backed lending with GENIUS Act readiness

Who’s it for?

Regional and community banks and credit unions.

Lyzr AI

Lyzr AI is a full stack AI agent infrastructure platform for enterprise.

Features

  • Safe and responsible AI built into the framework
  • Full stack approach from building agents to taking them into production
  • Clonable blueprints and use cases for financial institutions

Who’s it for?

Banks and financial institutions.

Mall IQ

Mall IQ (rebranded as LocatIQ) is an SF-based location AI company empowering financial institutions with real-time customer intent insights, predictive AI models, and contextual engagement.

Features

  • Delivers real-time, hyper-personalized engagement for revenue growth
  • Uses predictive AI models for card spend potential, including affluent and churn prediction
  • Offers alternative credit scoring, fraud prevention, and false card decline prevention

Who’s it for?

Card banks, credit unions, B2C fintech payment companies, loyalty platforms, and retailers.

MoneyPlanned

MoneyPlanned is a patented AI infrastructure for financial planning—delivering real-time, personalised, compliant advice and execution, turning every institution into a 24/7 superhuman advisor.

Features

  • Patented AI infrastructure: Builds and executes goal-based plans in minutes
  • Behavior-aware engine: Adapts to life events, nudging action
  • Enterprise rails: API, onboarding, eKYC, compliance, white-label

Who’s it for?

Advisors, banks, and consumers.

Reset

Reset enables banks and credit unions to natively embed earned wage access, driving growth in deposits and transaction revenue while strengthening customer financial health.

Features

  • Gives cardholders daily access to income and automated cashflow budgeting
  • Attracts and retains direct deposit relationships
  • Earns 4x more interchange revenue per transaction on existing cards

Who’s it for?

Banks, credit unions, and payment processors.

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FinovateFall 2025 Sneak Peek Series: Part 5

By Madeline Clines Posted on
Categories: Castellum.AI, CD Valet, Charm Security, Fideo Intelligence, FinovateFall 2025, FinovateFall 2025 Sneak Peek, Fravity, Sequretek, Warrant

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

Castellum.AI

Castellum.AI is a financial crime compliance platform with in-house risk data, AML/KYC screening, and AI agents. Through its use, institutions identify risk and take on business with confidence.

Features

  • 83% less time reviewing AML alerts
  • 94% reduction in false positives
  • Instant AML alert adjudication

Who’s it for?

Community banks, BaaS sponsor banks, credit unions, fintechs, and crypto exchanges.

CD Valet

CD Valet is a digital marketplace connecting financial institutions with consumers to compare and open CDs with the best rates and terms nationwide.

Features

  • Offers comprehensive data to price CD offers that win deposits
  • Delivers insights that help users understand competitor strategies and consumer behavior
  • Provides marketing services to help companies succeed on a digital marketplace

Who’s it for?

Credit unions and banks with $1B+ in assets, CMOs, and CFOs.

Charm Security

Charm Security is an AI-powered scam defense platform proactively protecting financial institutions and their customers from scams, social engineering, and human-centric fraud.

Features

  • Delivers AI-powered scam defense agents
  • Offers protection, prevention, and remediation of scams, social engineering, and human-centric fraud
  • ⁠Reduces losses and operational costs
  • Builds customer trust and company reputation

Who’s it for?

Banks, credit unions, and payment providers.

Fideo Intelligence

Fideo Intelligence’s Verify provides an AI-powered, unified series of real-time risk checks through a single API to help banks, financial institutions, and financial platforms proactively verify identities pre-KYC.

Features

  • Comprehensive: Eight categories of checks per session
  • Cost-Effective: Low-cost application, saving operational and fraud-related expenses
  • AI-Powered: Dynamic, adaptive, real-time risk scoring

Who’s it for?

Financial services (including banks and credit unions), fintechs, and telecom companies.

Fravity

Fravity’s AI Agentic Copilot for investigations and operations in Fraud Risk and AML Compliance (FRAML) works alongside existing tools, acting as an AI expert to help investigate complex cases, enforce policies, perform investigative leg-work, and help users make faster, more accurate decisions with complete confidence.

Features

  • Offers a catalog of tuned AI agents and workflows for FRAML investigations operations
  • Provides Copilot as a plug-n-play browser extension for analysts
  • Delivers an AI studio that lets users build their own agents and workflows

Who’s it for?

Banks, credit unions, payment providers, and fintechs.

Sequretek

Sequretek offers AI-powered, cloud-native, open, modular, and cost-effective solutions that simplify security and empower business growth.

Features

  • Utilizes single console visibility
  • Produces organizational risk scores
  • Offers Defense-in-Breadth and Defense-in-Depth
  • Provides asset threat mapping
  • Delivers AI-based attack detection enhanced by GenAI analytics

Who’s it for?

Financial services, credit unions, community banks, healthcare, manufacturing, SMB’s, pharmaceuticals, retail, technology, and more.

Warrant

Warrant is an AI platform that reviews marketing content against 1,500+ regulations, flags risks instantly, and streamlines approvals and recordkeeping to keep teams compliant.

Features

  • Flags risks instantly across 1,500+ regulations with AI compliance checks
  • Delivers faster approvals, cutting review time down from weeks to minutes
  • Reduces labor costs, savings average $200K+ annually

Who’s it for?

Banks and credit unions.

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FinovateFall 2025 Sneak Peek Series: Part 4

By Madeline Clines Posted on
Categories: BankingON, Boucoup, Clarista, FinovateFall 2025, FinovateFall 2025 Sneak Peek, R34DY, Veep Software

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

Boucoup

Boucoup supercharges youth accounts to drive revenue, increase deposits, and fuel long-term growth—all while keeping the financial institution in full control.

Features

  • Delivers a seamless core integration that keeps the financial institution’s brand front and center
  • Offers secure, controlled deposits with full data ownership
  • Boosts engagement and card usage to drive lasting revenue growth

Who’s it for?

Credit unions and community banks.

Clarista

Clarista transforms fragmented data into real-time AI-powered insights, empowering financial institutions to accelerate decisions, improve compliance, and unlock growth opportunities with built-in trust.

Features

  • Provides real-time AI insights from all data sources
  • Includes built-in governance and compliance alignment
  • Delivers faster, smarter lending and investment decisions

Who’s it for?

Banks, credit unions, asset managers, private equity firms, insurance providers, and other financial institutions.

R34DY

R34DY’s ABLEMENTS integration-as-a-service platform addresses integration problems that financial institutions encounter.

Features

  • AI-driven system discovery
  • Unified data without migration
  • Process automation
  • Architecture insights
  • Production flow control

Who’s it for?

Banks, insurance companies, solutions providers, system integrators, neobanks, credit unions, fintechs, payment/EMI providers, embedded finance entities, government entities, and energy companies.

Veep Software

Veep Software’s AI platform for banks and credit unions uses patent-pending risk & wellness scores to deliver real-time funds access and promote financial wellness.

Features

  • Attracts and retains younger, digitally savvy account holders
  • Builds trust with AI insights that protect the institution and those they serve
  • Makes lasting financial wellness simple and achievable

Who’s it for?

Community banks and credit unions.

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FinovateFall 2025 Sneak Peek Series: Part 3

By Madeline Clines Posted on
Categories: ebankIT, FinovateFall 2025, FinovateFall 2025 Sneak Peek, Jump, OPL, Zeplyn

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

ebankIT

ebankIT’s Agentic AI empowers FIs to boost engagement, streamline operations, and deliver hyper-personalized banking across every digital channel.

Features

  • Agentic AI: Powers smarter decisions and automation
  • Personalized journeys: Engages users across channels
  • Efficiency and scale: Unlocks agility and fuels growth

Who’s it for?

Community banks and credit unions.

Jump

Jump’s AI meeting assistant streamlines client meetings, automates administrative tasks, reduces workloads, and strengthens relationships—positioning Jump as a leading AI solution for financial advisors.

Features

  • Offers a live notetaking widget
  • Connects to Zoom as an in-client app
  • Provides a PDF export of notes and pre-meeting prep

Who’s it for?

RIAs, broker-dealers, independent advisors, and wealth management firms.

OPL

OPL, India’s AI-driven credit infra company, offers cashflow-based credit and transaction financing through its integrated framework, analyzing sales, purchases, and bank data via an AI-powered BRE.

Features

  • Administers robust credit evaluation through AI-powered BRE
  • Includes open banking integration via OPL’s APIs
  • Provides auto-decisioning through OPL’s STP process
  • Delivers pre-approved working capital offers
  • Offers instant funding through digital line of credit

Who’s it for?

Tailored for BFSI and financial institutions to accelerate SME lending and cashflow-based financing.

Zeplyn

Zeplyn streamlines advisor workflows, cutting down tasks from hours to minutes with unmatched accuracy, while surfacing trends and insights that empower firms to optimize practice management.

Features

  • Automates workflows with unmatched accuracy (ex. meeting notes, tasks, and CRM updates)
  • Surfaces client trends and actionable insights
  • Saves advisors 10+ hours weekly for enhanced client focus

Who’s it for?

Financial advisory firms and wealth teams, from solo shops to enterprises with more than $25B AUM.

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FinovateFall 2025 Sneak Peek Series: Part 2

By Madeline Clines Posted on
Categories: FinovateFall 2025, FinovateFall 2025 Sneak Peek, LemonadeLXP, LendAPI, Quavo Fraud & Disputes, TurmaFinTech, WNSTN AI

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

LemonadeLXP

LemonadeLXP is an all-in-one learning and knowledge platform built specifically for banks and credit unions.

Features

  • Automates training from existing resources
  • Delivers instant answers to staff
  • Cuts costs by streamlining content creation and knowledge sharing so that teams work smarter, faster

Who’s it for?

Banks and credit unions.

LendAPI

LendAPI is a venture-backed fintech infrastructure empowering banks and fintechs to launch products in minutes.

Features

LendAPI’s all-in-one platform—featuring Product Studio, Rules Studio, Pricing Engine, and Integrated Partners—makes banking and lending innovation seamless.

Who’s it for?

Banks, credit unions, e-commerce companies, and fintechs.

Quavo Fraud & Disputes

Quavo Fraud & Disputes’s QFD® platform delivers real-time fraud decisioning and automation, empowering issuers to stop friendly fraud and resolve disputes within the first 48 hours.

Features

  • Deflects friendly fraud instantly with enriched merchant data
  • Flags abuse and resolves cases with AI trained on 20M+ disputes
  • Provides real-time decisioning using Investigation AI’s 18-point framework

Who’s it for?

Issuing banks, fintechs, processors, and credit unions of all sizes and anyone subject to Regulation E/Z dispute requirements or serving institutions subject to it.

TurmaFinTech

TurmaFinTech is an AI-driven fintech company. TFT’s product RedBee is an AI platform that empowers banks to enhance client engagement, improve retention, prevent defaults, and promote growth.

Features

  • Provides AI-powered insights for smarter client engagement – upsell and cross-sell
  • Offers early risk detection to reduce loan defaults
  • Delivers real-time hyper personalization to boost retention and growth

Who’s it for?

Community banks, regional banks, and credit unions.

WNSTN AI

With Compliant, an AI-driven investment assistant, WNSTN AI delivers a superior user experience through personalized engagement—boosting retention and increasing LTV for investment platforms and brokers.

Features

  • Offers a multi-AI-agent system for personalization at scale
  • Provides a back-office intelligence tool for actionable insights
  • Includes a built-in compliance module aligned with global regulations

Who’s it for?

Online brokerages, trading platforms, wealth managers, advisors, institutional investors, financial information platforms, and publishers.

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FinovateFall 2025 Sneak Peek Series: Part 1

By Madeline Clines Posted on
Categories: CollaborationRoom.ai, Eko Investments, FinovateFall 2025, FinovateFall 2025 Sneak Peek, Gentreo, Spiral, Swaystack, Vesuvio Pay, Winnow

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

CollaborationRoom.ai

CollaborationRoom.ai helps financial service companies enhance customer experience by making remote work seamless for their contact centers.

Features

  • Increases productivity through supervisor and agent engagement
  • Enhances security and compliance through AI
  • Enhances agent education through embedded training and production rooms

Who’s it for?

Banks, credit unions, lenders (general), healthcare systems, insurance companies, BPOs, and collection agencies.

Eko

Eko, an investing solution for FIs, powers digital investing directly inside online banking, enabling banks and credit unions to offer modern investment tools to all clients—starting from $10.

Who’s it for?

Banks and credit unions.

Gentreo

Gentreo offers businesses an award-winning life and estate planning solution, empowering customers with tools for life’s inflection points through secure, affordable, and easy-to-use digital services.

Features

  • Life Pathways: Delivers personalized guidance through key milestones
  • Smart Vault: Offers secure storage, plus connections to trusted providers
  • Action-Oriented: Empowers users to plan, act, and stay protected

Who’s it for?

Credit unions, banks, employers, and financial institutions.

Spiral

Spiral helps financial institutions grow deposits and retention with award-winning digital experiences, making them the primary choice for savings, loans, cards, giving, and more.

Features

  • Increases deposits and retention through personalized savings tools
  • Expands wallet share and card transactions
  • Boosts accounts and loans while deepening relationships

Who’s it for?

Banks and credit unions.

Swaystack

Swaystack helps banks and credit unions drive early engagement with gamified experiences that activate primacy, reduce dormancy, and turn new accounts into lasting relationships.

Features

  • Gamifies onboarding that drives funding and early account usage
  • Delivers omnichannel engagement across email, SMS, widgets, and ads
  • Automates segmentation for smarter targeting and retargeting

Who’s it for?

Banks and credit unions.

Vesuvio Pay

Vesuvio Pay is a patented payment and marketing SaaS platform for text-based commerce. Buy via text.

Features

  • Provides text message payments across platforms
  • Sends convertible carts with every text message marketing campaign
  • Provides RCS, mobile wallet, and merge cart features

Who’s it for?

Small, medium, and large e-commerce businesses and individuals.

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
  • Exports: Save Winnow content to Excel, PDF, or Word
  • Historical Surveys: Build compliance surveys based on past dates

Who’s it for?

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

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FinovateSpring 2025 Sneak Peek Series: Part 7

By Madeline Clines Posted on
Categories: Auditive, Bolder Money, Contour, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, OnestPay, Stack AI

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

Auditive

Auditive allows financial institutions to onboard third parties or vendors 4x faster while monitoring risk confidently and continuously.

Features

  • Measures third-party risk
  • Monitors risk continuously
  • Showcases vendor risk posture
  • Processes RFPs faster

Who’s it for?

Financial institutions, banks, and credit unions.

Bolder Money

Bolder Money helps banks become leaders in the relationship banking revolution with an easy-to-implement, all-in-one platform that meets customer needs.

Features

  • Provides personalized, step by step financial guidance
  • Offers real-time insights on balances and spending
  • Delivers product recommendations in the moment of need

Who’s it for?

Community banks and credit unions.

Contour

Contour delivers remarkably human AI voice and chat assistants to handle complex customer inquiries 24/7, reducing support costs while improving customer satisfaction.

Features

  • Provides human-sounding voice interactions 24/7, eliminating IVR menus and hold times
  • Takes real actions to auto-resolve customer issues
  • Securely integrates with existing systems for easy deployment

Who’s it for?

Banks, credit unions, and consumer fintechs.

OnestPay

OnestPay™ is a next-gen payment system replacing gift cards with flexible merchant credits—buy at a discount, earn bonuses, and use, gift, trade or pool credits online or in-store.

Features

  • Customers save with discounts and flexible use of credits
  • Merchants boost revenue, cut fees, and control loyalty
  • Both gain a smarter, more rewarding payment experience

Who’s it for?

SMBs, retail chains, banks, fintechs, consumers, nonprofits, and loyalty providers.

Stack AI

Stack AI is an enterprise platform allowing organizations to build and deploy autonomous AI agents for customer support, data analysis, workflow automation, and other tasks.

Features

  • Build AI agents quickly with no-code tools
  • Automate workflows across departments
  • Secure deployment with enterprise-grade compliance

Who’s it for?

Any enterprise looking to automate workflows.

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FinovateSpring 2025 Sneak Peek Series: Part 6

By Madeline Clines Posted on
Categories: Accend, Casca, Cascading AI, CoHome, Crosswise, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Instarails, Parcha

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

Accend

Accend is an AI-powered, human-in-the-loop platform that delivers accurate, same-day financial spreading and analysis.

Features

  • AI-driven financial spreading with human validation for 100% accuracy
  • Same-day turnaround across all formats and geographies
  • Built-in credit memo, ratio analysis, and benchmarking

Who’s it for?

Commercial banks, community banks, credit unions, B2B fintechs, etc.

Casca

With Casca, FDIC-insured banks and non-bank lenders fund small business loans in under seven days with 90% workflow automation, reduced costs, and thousands of hours in operational efforts reclaimed.

Features

  • Automates document collection, saving 20 hours per week
  • Reads 10,000 pages in five minutes
  • Provides instant pre-qualification
  • Accepts applications 24/7 (63% come in after business hours)

Who’s it for?

Banks, community banks, credit unions, and non-bank lenders.

CoHome

CoHome aims to simplify real estate investing through affordable, fractional ownership—giving more people chances to own and benefit from property investments.

Features

  • Turns student rent into equity through co-ownership
  • Unlocks passive income from high-demand college housing
  • Enables banks to tap into a $55B new market

Who’s it for?

Individual real estate investors.

Crosswise

Crosswise is pioneering the future of compliance and risk management. Their agentic AI platform enables companies to build compliance documents and workflows in minutes.

Features

  • Provides AI-powered workflows for quicker compliance, improved cost efficiency, and risk reduction
  • Offers real-time regulatory intelligence
  • Delivers agentic execution of complex compliance tasks across verticals

Who’s it for?

Banks and large fintech companies.

Instarails

Instarails empowers financial institutions and businesses with a proprietary payment network that delivers instant, compliant global transactions with built-in fraud protection.

Features

  • Delivers instant global payments via bank accounts, e-wallets, and cash payout
  • Utilizes a single API connection with no additional infrastructure needed
  • Provides a white-label solution with automated compliance and fraud checks

Who’s it for?

Financial institutions and businesses requiring efficient international B2B, B2C, and C2C payment capabilities.

Parcha

Global banks and fintechs use Parcha to automate KYC/B manual reviews, accelerating account opening, increasing efficiency, and reducing costs.

Features

  • Create, test, and deploy AI agents for compliance in minutes, not hours or weeks
  • Automate any compliance workflow in one platform
  • Integrate with existing account opening systems

Who’s it for?

Small-to-medium-sized banks, global fintechs, and payment platforms.

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FinovateSpring 2025 Sneak Peek Series: Part 5

By Madeline Clines Posted on
Categories: Félix, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Herd Security, Intellect Design, Quavo Fraud & Disputes, QuickFi, Quivly AI

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

Félix

Félix enables financial platforms to offer seamless cross-border payments via WhatsApp, combining embedded finance with a fast, familiar, and conversational user experience.

Features

  • Enables cross-border payments for users directly from banking platform or wallet
  • Unlocks new revenue streams through remittances
  • Supports fast, easy, and secure integration with minimal lift

Who’s it for?

Banks, credit unions, community banks, wallets, and digital banks.

Herd Security

Herd Security is a security awareness platform designed to train users on the dangers of deepfakes through modules and AI-based simulations.

Features

  • Provides engaging, micro-based cyber training
  • Delivers user metrics proving behavior change
  • Offers patented voice deepfake defense

Who’s it for?

Banks, credit unions, fintechs, or any other business looking to meet security awareness and compliance needs.

Intellect Design

Intellect Design’s CoDeXa is a no-code platform that empowers banks to quickly create and launch fully functional, role-based digital journeys, streamlining processes without development or IT involvement.

Features

  • No-code platform: Build digital journeys quickly without coding
  • End-to-end integration: Seamlessly integrate UI, APIs, and data models
  • Fast deployment: Launch corporate journeys in days, not months

Who’s it for?

Banks and credit unions.

Quavo Fraud & Disputes

Quavo Fraud & Disputes’s QFD® simplifies fraud and dispute management with end-to-end automation powered by proven AI, helping issuers reduce losses, ensure compliance, and restore financial trust.

Features

  • Choose from three AI levels to match automation needs
  • Automate non-actionable customer emails, like auto-replies and withdrawals
  • Intelligently guide users through merchant representment

Who’s it for?

Issuing banks, fintechs, processors, and credit unions of all sizes — anyone subject to regulation E/Z dispute resolution or serving institutions subject to it.

QuickFi

QuickFi is the first and only embedded finance platform in the market for secured commercial equipment lending.

Features

  • 100% digital, end-to-end borrower self-service with 24/7 access
  • Automated credit, contract structuring, business verification, and compliance
  • Complete transactions in minutes vs. days or weeks

Who’s it for?

Banks, equipment manufacturers, and equipment distributors.

Quivly AI

Quivly is an AI0-native revenue management platform. AI agents help post sales teams drive customer value and revenue with customer health insights, expansion, and retention opportunities.

Features

  • Automates operations workflows with AI agents
  • Embeds AI fields and tables into existing systems
  • Consolidates account views across CRM, data warehouse, billing, and customer support systems

Who’s it for?

Fintechs and B2B software companies (mid-market to enterprise).

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