FinovateEurope 2026 Sneak Peek Series: Part 5

A look at the companies demoing at FinovateEurope in London on February 10. Register today using this link and save 20%.

FINTRAC

TRAC by FINTRAC is the governance layer for regulated analytics – making calculations auditable, repeatable, and self-documenting by default.

Features

  • Includes a governed execution layer compatible with modern analytics architectures
  • Embeds auditability, repeatability, and documentation directly into execution
  • Eliminates manual processes and controls

Who’s it for?

Any financial institution that has to execute models and calculations in a highly governed fashion to meet regulatory or internal governance requirements.

Maisa

Maisa allows business users to deploy Digital Workers that automate complex banking operations with full explainability and traceability.

Features

  • Production-ready in 6 weeks, integrates with systems
  • Natural language onboarding and deterministic execution
  • Every output includes a complete audit trail, auto-QAs without human in the loop

Who’s it for?

Global and regional banks, wealth management firms, insurance companies, and financial services providers with complex operational processes requiring regulatory compliance.

MyPocketSkill

MyPocketSkill is an AI-infused platform helping Gen Z earn, save, and learn about money. Supported by PocketAI, their award winning platform helps 13 – 25 year olds become more financially capable.

Features

  • Adaptive
  • Personalized
  • Impactful

Who’s it for?

Financial institutions looking to appeal to Gen Z customers.

Syntex

Syntex is a digital onboarding portal for account opening and lending that pre-qualifies clients, shortens onboarding to less than two days, supports Reg B compliance, and increases deposits by 40%.

Features

  • Client self-serve intake reduces onboarding from 30–45 days to 2–3 days
  • Delivers a 40% increase in conversion rates and deposits
  • Provides Reg B tracking of application completeness and decision timelines

Who’s it for?

Small banks, community banks, and credit unions.

FinovateEurope 2026 Sneak Peek Series: Part 4

A look at the companies demoing at FinovateEurope in London on February 10. Register today using this link and save 20%.

Elephant

Elephant by Pipl delivers identity intelligence and fraud signals to help businesses verify users, detect risk, and make confident decisions across onboarding, payments, and compliance.

Features

  • Identity resolution (fully GDPR compliant)
  • Actionable fraud and trust signals
  • Faster, more accurate onboarding decisions

Who’s it for?

Banks, fintech lenders, payment providers, marketplaces, and digital platforms.

Opentech

Opentech’s OpenPay for Merchants (O4M) brings Buy Now, Pay Later into merchant-owned journeys, turning checkout into a new distribution channel for bank consumer credit.

Features

  • Offers merchant touchpoints as a consumer credit distribution channel
  • Delivers a pre-qualified customer base for consumer credit offers
  • Provides access to detailed spending data

Who’s it for?

Banks and institutions offering consumer credit. Card issuers willing to offer payments products embedded into digital assets of merchants.

Sea.dev

Sea.dev automates business underwriting workflows, eliminating copy-paste and document collection so that credit analysts can focus on higher-value analysis, faster decisions, and growth.

Features

  • Embeds underwriting-grade AI capabilities straight into existing workflows
  • Enables expert teams with human-in-the-loop control
  • Offers full auditability

Who’s it for?

Business lenders and loan origination systems.

FinovateEurope 2026 Sneak Peek Series: Part 3

A look at the companies demoing at FinovateEurope in London on February 10. Register today using this link and save 20%.

Intuitech

Intuitech solves the financial industry’s reliance on slow, manual, and risk-prone workflows that inhibit scalability and create inefficiencies and high operational costs.

Features

  • Achieves 5x faster time-to-cash
  • Drives 15%+ additional credit growth
  • Automates over 95% of workflows

Who’s it for?

Banks, insurance companies, and financial entities with high document processing.

Outsampler

Outsampler lets finance professionals answer complex quantitative questions by talking to their data and models, with guaranteed numerical accuracy, full auditability, and on-premise privacy.

Features

  • Unlocks insights from previously untapped numerical data
  • Cuts manual data analysis time by ~50%
  • Delivers 100% numerically accurate results with full traceability

Who’s it for?

Investment analysts, investment researchers, asset managers, risk managers, and portfolio managers.

Serene

Serene’s AI orchestration layer, MySerene, turns behavioral risk insight into real-time, context-aware guidance for frontline teams supporting vulnerable customers.

Features

  • Provides a real-time snapshot view of risk indicators and vulnerability signals
  • Generates context-aware conversational guidance for better engagement
  • Delivers auditable, explainable, consumer duty–aligned support

Who’s it for?

Financial institutions, including retail and challenger banks, credit-card issuers, alternative lenders, and credit unions; secondary markets, including insurance, utilities, and telecoms providers.

Skill Studio AI

Skill Studio AI automates compliance training updates by turning documents into engaging, AI-training instantly, reducing costs and keeping content up to date.

Features

  • PDF-to-Course Wizard drastically reduces time-to-launch from weeks to hours
  • AI-Course Tutor creates courses based on company context
  • Interactive Avatar creates engaging learner experiences

Who’s it for?

Small-to-medium-sized financial institutions: Banks, insurance companies, and financial consulting firms.

FinovateEurope 2026 Sneak Peek Series: Part 2

A look at the companies demoing at FinovateEurope in London on February 10. Register today using this link and save 20%.

Candour Identity

Candour Identity offers identity verification that continuously prevents rapidly evolving fraud attempts and provides a frictionless user experience for everyday use.

Features

  • Counters rapidly evolving fraud attempts
  • Delivers continuous fraud prevention
  • Provides a great user experience for everyday use

Who’s it for?

Banks, financial services, and telecom operators.

Darwinium

Darwinium is an AI fraud prevention platform born in the age of AI, using advanced AI tools to defeat the latest attacks, including scams, mules, and app cloning.

Features

  • Deploys in minutes at the perimeter edge
  • Protects touchpoints in the customer journey without an engineering resource
  • Uses adversarial AI red-teaming and an AI copilot to close the loop between detection and remediation

Who’s it for?

Banks, fintechs, enterprises, and SMBs.

Hagbad

Hagbad is a fintech platform that digitalizes social group savings into secure, transparent financial infrastructure, enabling communities to build financial visibility and long-term economic growth.

Features

  • Offers digital, invite-only group savings with automated contributions and payouts
  • Provides transparent, auditable records that strengthen trust and accountability
  • Delivers intelligent insights that support financial growth

Who’s it for?

Individuals and communities using group savings, particularly cash-based, diaspora, and ethically motivated users seeking secure, transparent, and interest-free financial tools.

Tweezr

Tweezr turns legacy code into system knowledge and business process maps, helping banks deliver safer core changes faster while avoiding risky big-bang programs.

Features

  • Presents explainable impact analysis and dependencies
  • Delivers business process maps and feature evolution
  • Offers incident investigation with end-to-end traceability

Who’s it for?

Banks, credit unions, and payment providers.

FinovateEurope 2026 Sneak Peek Series: Part 1

A look at the companies demoing at FinovateEurope in London on February 10. Register today using this link and save 20%.

AAZZUR

AAZZUR is an easy and cost-effective way for brands and platforms to seamlessly integrate financial products and increase customer value.

Features

  • 10x cheaper and 4x faster: Launches banking and cards in 4 to 6 months
  • 70+ plug-and-play modules and use case packages: Delivers hassle-free embedded finance
  • Vendor-agnostic orchestration: Offers one integration for 30+ fintech partners

Who’s it for?

Challenger brands and mid-stage fintechs.

Francis

Francis is a personal finance AI for people in tech that turns fragmented financial data into actionable wealth insights. Pensions, property, investments, cash – all data in one place.

Features

  • Tracks all pensions and ISAs in one place
  • Checks and optimizes investment fees
  • Benchmarks the user’s portfolio against a market index
  • Estimates total investable cash

Who’s it for?

Francis is for all of the unadvised, mass-affluent tech and digital professionals with global compensation, starting with big tech in the UK.

mAI Edge

mAI BrandOS is an AI-powered creative system for banks. Fine-tuned per brand, it generates publish-ready, compliant marketing content across dozens of channels in minutes.

Features

  • Fine-tuned per brand: Encodes visual identity, tone, and compliance rules
  • Delivers publish-ready outputs: No manual rework or supplier delays
  • Provides built-in governance: Audit trails, GDPR compliant, EU AI Act ready

Who’s it for?

Tier 1 and Tier 2 retail and commercial banks or insurance companies in CEE, DACH, and Western Europe.

R34DY

ABLEMENTS is a context engineering platform that transforms complex IT landscapes, systems, data, processes, and architecture into AI-ready intelligence that enables enterprise transformation.

Features

  • Automates legacy discovery
  • Accelerates M&A integration
  • Drives digital transformation and AI enablement

Who’s it for?

Banks, credit unions, and enterprises struggling with legacy complexity and system integrators delivering digital transformation and M&A integration.

FinovateFall 2025 Sneak Peek Series: Part 9

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.

FinovateFall 2025 Sneak Peek Series: Part 8

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.

FinovateFall 2025 Sneak Peek Series: Part 7

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.

FinovateFall 2025 Sneak Peek Series: Part 6

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.

FinovateFall 2025 Sneak Peek Series: Part 5

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.

FinovateFall 2025 Sneak Peek Series: Part 4

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.

FinovateFall 2025 Sneak Peek Series: Part 3

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.