Author: Madeline Clines

FinovateFall 2024 Sneak Peek Series: Part 3

By Madeline Clines Posted on
Categories: Abrigo, Bancography, Diadem Capital, Efigence, FinovateFall 2024, FinovateFall 2024 Sneak Peek, iDENTIFY, Nest Bank, Rapid Finance, Winnow

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

Abrigo

Abrigo has been trusted by 2,500+ financial institutions for over 20 years to fight financial crime. The organization’s FinCrime suite includes market leading AML and fraud solutions.

Features

  • Offers AI/ML-powered check image analysis
  • Delivers nationwide consortium of check fraud data
  • Includes configurable rules engine

Who’s it for?

U.S. banks and credit unions.

Bancography

Branches consume sizable capital and noninterest expense costs. Bancography Plan maximizes those investments by identifying opportunities to deploy new branches and reconfigure or close current ones.

Features

  • Examine prospective merger candidates
  • Identify overlapping branches and forecast attrition
  • View full pro forma financial impact, before and after closures
  • Detect impacts on efficiency ratio and ROA

Who’s it for?

Banks and credit unions.

Diadem Capital

Diadem Capital is a deal flow engine and fundraising solution connecting private companies to private capital ranging across venture capital, private equity, venture debt, and non dilutive funding sources.

Features

Diadem Capital helps investors and lenders streamline due diligence, showcasing only the top prospects. Founders get one-to-one intros to otherwise inaccessible investors.

Who’s it for?

Diadem Capital is a two-sided marketplace catering to any private capital provider looking for deals and private company looking for capital. It is sector, stage, and geography agnostic.

iDENTIFY

iDENTIFY revolutionizes banking with a data validation tool that seamlessly integrates legacy and modern tech, transforming raw data into actionable insights for banks.

Features

  • Offers real-time data validation
  • Delivers seamless integration
  • Provides enhanced insights

Who’s it for?

Banks and credit unions.

Nest Bank & Efigence

Nest Bank, Poland’s first AI-enhanced bank, offers entrepreneurs and individuals innovative payment methods and personalized services. Efigence is a technology company that has been in operation since 1995.

Features

  • Expense tracking: Monitors and categorizes spending
  • AI-driven predictions: Forecasts future trends from users’ past actions
  • Placing instructions: Makes money transfers or issues virtual cards

Who’s it for?

Nest! has a diverse range of clients: Individuals and entrepreneurs who drive over 50% of Poland’s GDP.

Rapid Finance

Rapid Finance empowers enterprises to streamline their small business lending program. Lynx helps users take control of their data and unlock its potential.

Features

  • Offers comprehensive and holistic 360° views of customers
  • Advanced AI and analytics provides real time insights and patterns
  • Customizable rules engine allows users to automate decision making

Who’s it for?

Banks, credit unions, fintechs, neobanks, lending institutions, payment processors, insurance companies, lending and banking platforms, investment banks, wealth management firms, and more.

Winnow

Winnow AI leverages the power of LLP and NLP artificial intelligence. It allows customers to get lightning-fast answers to basic legal questions around topics that Winnow covers.

Features

  • Quickly answers basic legal questions
  • Generates responses based on Winnow’s 60,000+ attorney-reviewed legal requirements
  • Reduces time and effort typically spent on legal research

Who’s it for?

Banks, credit unions, fintechs, and lenders.

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FinovateFall 2024 Sneak Peek Series: Part 2

By Madeline Clines Posted on
Categories: ComplyCo, FinovateFall 2024, FinovateFall 2024 Sneak Peek, FinTech Insights, Quavo Fraud & Disputes, Scamnetic, Setuply, Telesign, Vine Financial

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

ComplyCo

ComplyCo offers the visibility and control needed to effectively oversee digital environments, leveraging end-user session recordings to support monitoring and observability for non-technical teams.

Features

  • Provides investigative controls for an organization’s digital environments
  • Includes population-based monitoring
  • Offers version control and effective testing

Who’s it for?

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment.

FinTech Insights

FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing digital banking offerings, FinTech Insights enables faster UX research, product releases, and innovation.

Features

FinTech Insights GPT allows users to:

  • Receive actual and actionable insights in seconds
  • Streamline product research processes from months to minutes
  • Make faster, bullet-proof decisions with accuracy

Who’s it for?

High-street banks, credit unions, community banks, regional banks, challenger banks, fintechs, and digital banking providers.

Quavo Fraud & Disputes

Quavo Fraud & Disputes is the leading provider of innovative dispute management solutions for issuing financial organizations. Launch is an all-new offering of their proven dispute management system.

Features

  • Requires zero onboarding time for immediate use
  • Offers an affordable base product that scales with FIs
  • Fully compliant with regulatory and network standards
  • Delivers highly automated dispute management systems

Who’s it for?

Banks, fintechs, processors, and credit unions of all sizes, and any organizations subject to regulation E/Z dispute resolution or serving institutions subject to it.

Scamnetic

Scamnetic’s everyday solution helps consumers detect every type of scam in real-time, removing human error from the equation. Their patented, AI technology can be easily integrated into enterprise platforms.

Features

  • Scan&Score™: Auto or quick scan with real time message validation
  • IDeveryone™: C2C authentication and verification before payment
  • ScamIntervention™: Proactive call center support pre-or-post scam

Who’s it for?

Banks, credit unions, payment providers, small-to-medium sized businesses helping their customers, members, and employees stay safe, especially from scams using their name.

Setuply

Setuply is an AI-powered client onboarding and lifecycle management platform for B2B solution providers purpose-built to accelerate revenue recognition and profitability.

Features

  • Delivers real-time insight into the revenue at stake to prioritize work
  • Offers scalable and repeatable onboarding processes
  • Increases client engagement and collaboration

Who’s it for?

B2B service and implementation providers.

Telesign

Telesign delivers their 2024 Fraud Protection Insights with PowerBI.

Features

  • Learnings from Telesign, the DI and Communications Security leader Proof of Concept data
  • Delivers 2024 fraud vector insights
  • Over 200 investigations analyzed since September 2023

Who’s it for?

Banks, credit unions, fintechs, and e-commerce SMB and enterprise businesses.

Vine Financial

Vine Financial is a cutting-edge commercial lending platform that is highly configurable and supports the entire loan lifecycle. With AI, it automates everyday tasks that tie up employee time.

Features

  • Offers AI-assisted document import, financial analysis, and document generation
  • Includes extensive configuration capability to support each FI’s workflows
  • Eliminates the need for an expensive third-party CRM

Who’s it for?

Banks, credit unions, private lenders, venture capitalists, private equity, and any other industries requiring financial analysis and due diligence.

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FinovateFall 2024 Sneak Peek Series: Part 1

By Madeline Clines Posted on
Categories: Eko Investments, FinovateFall 2024, FinovateFall 2024 Sneak Peek, Fizen Technology, Further, GenRPT, TodayPay, Union Credit

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

Eko Investments

Eko Investments‘ white-label solution allows 10,000 banks and credit unions to offer digital investing directly on their existing banking platform.

Features

  • Offers digital investing natively integrated into digital banking
  • Supplies pre-made portfolios and self-selection of stocks, bonds, or ETFs
  • Makes end-users feel like they are investing with their FI via 100% white-labeling

Who’s it for?

Banks and credit unions of all sizes.

Fizen Technology

Verify by Fizen Technology is an all-in-one compliance screening platform for banks. Verify consolidates essential checks like KYC and OFAC, simplifying compliance, reducing risk, and enhancing efficiency.

Features

Featured checks:

  • Negative news
  • Politically exposed person (PEP)
  • Secretary of State

Who’s it for?

Banks, credit unions, and fintechs.

Further

Further connects consumers to the best credit unions for their needs, helping them achieve financial wellness and freedom.

Features

Consumers can:

  • Access pre-approved offers and funds easily
  • Monitor their credit score for free
  • Receive personalized financial insights and recommendations

Who’s it for?

Gen Z and Millennial consumers (21 and above).

GenRPT

GenRPT is an AI-driven insights and reporting platform that allows users to generate visual reports from databases in plain English, supporting SQL, Excel, PDF, CSV formats, and more.

Features

  • Connect to any database – structured or unstructured
  • Interact in plain English, without any prior technical knowledge
  • Generate visual reports in seconds on the go

Who’s it for?

Banks, insurance companies, NBFCs, individuals, CXOs, CDOs, CIOs, asset management companies, payment providers, and SMEs.

TodayPay

TodayPay is the world’s first instant payments network and inventor of Refunds as a Service, giving merchants an alternative payment method to issue instant refunds to customers.

Features

  • Offers a cheaper refund payment method to credit cards
  • Issues refunds instantly (average time of 26 seconds for consumers to receive refunds)
  • Allows consumers to choose refund payment methods, including cashback

Who’s it for?

Merchants, retailers, brands, marketplaces, insurers, card issuers, and logistics companies.

Union Credit

Union Credit is the pioneering marketplace for credit unions, enabling them to offer one-click loan options to new members within their daily activities, thereby boosting new member acquisition efforts.

Features

  • Allows credit unions to set product specific funding limits, marketing spend limits, lender underwriting criteria, rates, and more
  • Supports all consumer loan products
  • Captures census tract data on consumers for CDFI tracking

Who’s it for?

Credit unions and community banks.

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FinovateSpring 2024 Sneak Peek Series: Part 8

By Madeline Clines Posted on
Categories: Cardlay Payment Solutions, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, Foresight, Transvision Solutions, TruStage, ZimpleMoney

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Cardlay Payment Solutions

Cardlay Payment Solutions’ white-label card and expense management product, Cardlay Expense, delivers an exceptional, real-time experience for card users.

Features

A fully bank-integrated, real-time product that helps banks provide corporate card clients a highly competitive user experience.

Who’s it for?

Banks, card issuers, fleets, other payment providers, and small, midsize and large corporations.

Foresight

Foresight is the operating system for the private market. Their software makes sourcing, diligence, and portfolio management data driven.

Features

  • Finds the right company to lend to, invest in, or buy
  • Makes diligence smarter and faster
  • Sees and models portfolios in real-time with all data integrated

Who’s it for?

Venture capital and private equity firms, commercial banks, pension funds, M&A advisors, and corporate development teams.

Transvision Solutions

Transvision Solutions is a tech firm specializing in AML solutions and analytics consulting. They offer advanced software to global financial institutions, focusing on combating financial crimes.

Features

  • Detects unusual activity efficiently using advanced analytics
  • Ensures compliance with real-time alerts and reporting
  • Reduces compliance costs by 30% minimum and increases efficiency

Who’s it for?

Banks, payment service providers, money service businesses, lending firms, law firms, credit unions, insurance companies, and retail organizations.

TruStage

Payment Guard by TruStage is a first-of-its-kind insurance solution built for digital lenders, designed to attract more borrowers and build more resilient loan portfolios.

Features

  • Attracts more borrowers
  • Strengthens loan portfolios
  • Reduces time spent on collections

Who’s it for?

Digital lenders.

ZimpleMoney

ZimpleMoney makes private lending simple between families, friends, and businesses, while empowering banks and credit unions with added visibility and control.

Features

  • Improves customer satisfaction
  • Increases account retention
  • Creates new channels for non-interest revenue and deposit growth

Who’s it for?

Banks, credit unions, and any business or other private party extending financing to their borrowers, customers, tenants, friends, or family.

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FinovateSpring 2024 Sneak Peek Series: Part 7

By Madeline Clines Posted on
Categories: Ascent Platform, Bloom Credit, Eqvista, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, Revelata, Streetbeat

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Ascent Platform

Ascent Platform’s next-gen Point-of-Sale platform streamlines any product application or form without disrupting existing systems and processes. It learns from each customer interaction to improve subsequent experiences.

Features

  • Includes a no-code builder for rapid deployment of any app or form
  • Does not disrupt current operational processes
  • Offers low acquisition and ownership costs
  • Delivers less friction, less abandonment, and faster growth

Who’s it for?

Banks, credit unions, and CUSOs.

Bloom Credit

Bloomplus by Bloom Credit lets the 106 million thin-file, no-file, and subprime Americans build credit by submitting payments from their DDA accounts to major credit bureaus.

Features

  • Allows consumers to build credit with bills they are already paying
  • Gives consumers access to credit products
  • Allows consumers to access mainstream credit rates

Who’s it for?

Banks, credit unions, and fintechs.

Eqvista

With $70B in assets under administration (AuA) and a user base of 17,000 companies and monthly valuations of $2B in client assets, Eqvista is in a prime position to upsell equity and financial services.

Features

  • Delivers in real-time valuation
  • Provides financing against equity
  • Offers financing for SME segment

Who’s it for?

Banks who want to enter the equity financing space and SMBs looking for alternative sources of financing.

Revelata

Revelata makes investors bionic at research and analysis. Their first product, deepKPI, automatically surfaces company KPI time series buried within the text of billions of pages of SEC filings.

Features

  • Fast: Analysts cut ~1,200 hours per year down to seconds for manual data extraction
  • Trusted: Every data point auditable with one click
  • Simple: Downloads to Excel, works offline

Who’s it for?

Analysts in investment banks, hedge funds, asset managers, PE firms, research firms, management consultancies, corporate strategy teams, as well as sophisticated retail investors.

Streetbeat

Streetbeat’s financial AI API streamlines financial operations with real-time, personalized data for each client.

Features

  • Enhances user experience with real-time, personalized financial data
  • Streamlines financial operations and integrates with existing systems
  • Supports advanced functions like backtesting and port

Who’s it for?

Banks, brokers, wealth managers, apps, websites, financial institutions, and financial publications.

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FinovateSpring 2024 Sneak Peek Series: Part 6

By Madeline Clines Posted on
Categories: Atomic FI, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, ScribeUp, Trice

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Atomic

Atomic’s PayLink simplifies subscription management by allowing consumers to efficiently manage, modify, and optimize recurring payments and subscriptions within their financial institutions.

Features

  • Update payment methods and change payment dates
  • Pause or cancel subscriptions and resubscribe without the hassle
  • Upgrade, downgrade or switch plans

Who’s it for?

Banks, fintechs, card networks, credit unions, etc.

ScribeUp

ScribeUp is the best-in-class subscription management solution directly behind a consumer’s card and banking products.

Features

  • 1-Click Cancellation: Cancel subscriptions automatically
  • Subscription Finder: Find subscriptions on third-party consumer cards
  • Subscription Insights: View summary and personalized savings

Who’s it for?

Banks, credit unions, challenger banks, neobanks, etc.

Trice

Trice is a fast, secure platform for instant bank transfers, connecting directly to FedNow and RTP for real-time account-to-account transactions.

Features

  • Ensure irrevocable, instant inbound settlement with Request for Payment feature
  • Reduce fraudulent funding risks associated with ACH and debit card loads
  • Focus on high-impact, real-time payment use cases with seamless API integration

Who’s it for?

Digital wallets, BaaS, fintechs, payment providers, lending institutions, banks, and credit unions.

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FinovateSpring 2024 Sneak Peek Series: Part 5

By Madeline Clines Posted on
Categories: FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, Modernbanc, Parlay Protocol, PayToMe.co, Safari SOP, Tennis Finance

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Modernbanc

Modernbanc helps companies effortlessly manage, secure, and reconcile their payment data. Their new AI-powered reconciliations product helps companies automate financial processes.

Features

  • Automates the most complex reconciliation or financial ETL in minutes
  • Leverages the power of AI and no-code to give finance teams the superpower of developers
  • Provides native support for live payments data

Who’s it for?

Financial institutions, fintechs, platforms, and marketplaces.

Parlay Protocol

Parlay Protocol’s embedded fintech software empowers lenders to approve more small business loans, enhancing efficiency, loyalty, and revenue for financial institutions.

Features

  • Improves small business loan packet quality and conversions
  • Maximizes eligible applicant pools
  • Improves underwriting efficiencies

Who’s it for?

Banks, credit unions, small businesses, and CDFIs.

PayToMe.co

PayToMe.co, an award-winning fintech, offers secure, streamlined financial transactions globally with patented text-to-pay, advanced KYC, and partnerships with Plaid, Stripe, and Elavon.

Features

  • Manages mass transactions and marketplaces via Stripe Connect and onboarding with Elavon
  • Utilizes Plaid’s KYC, AI, and Apptech’s patents
  • Offers global digital invoicing (AR) and checkbook AP automation

Who’s it for?

SMBs, larger enterprises, and cross-border entities, particularly those engaged in the travel and global e-commerce sectors.

Safari SOP

Safari SOP transforms how financial institutions manage governmental, civil, and sensitive data requests, providing control, automation, and enhanced security from intake through response.

Features

  • Enables process control and automation
  • Saves time, recovers actual costs, and reduces risk
  • Digitizes and secures the process from intake to resolution

Who’s it for?

Banks, credit unions, and the world’s largest employers.

Tennis Finance

Tennis Finance is an AI platform that automates financial compliance and gets product insights from customer conversations.

Features

  • Automatically scans 100,000 communications for compliance violations and issues
  • Provides trend analyses on issues and categorizations
  • Delivers AI-generated plans to fix issues and increase customer satisfaction

Who’s it for?

Financial institutions, banks, partner banks, fintechs, and non-bank lenders.

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FinovateSpring 2024 Sneak Peek Series: Part 4

By Madeline Clines Posted on
Categories: Anvil - Document SDK, BaaSFlow, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, FinTech Insights, LiquidTrust, SAVVI AI

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Anvil – Document SDK

Anvil – Document SDK is the fastest way to build software for documents.

Features

From data collection to document generation and e-signatures, Anvil – Document SDK provides a comprehensive solution that prepares organizations for the data-first, AI-driven world.

Who’s it for?

Fintechs, insurtechs, and banks.

BaaSFlow

BaasFlow delivers open-source, cloud native core banking infrastructure and is introducing its Kenu Banking Platform with loan management and BNPL functionality.

Features

  • Utilizes a robust cloud-based Loan Management System
  • Delivers reliable, scalable, and proven BNPL capability
  • Offers a comprehensive front-to-back solution covering all lending and BNPL transactions
  • Provides post-purchase financing

Who’s it for?

Credit unions, community banks, credit union service organizations, neobanks, embedded finance companies, and payment service providers with a need for embedded lending.

FinTech Insights

FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing digital banking offerings, FinTech Insights enables faster UX research, product releases, and innovation.

Features

FinTech Insights GPT allows users to:

  • Receive actual and actionable insights in seconds
  • Streamline product research processes from months to minutes
  • Make faster, bulletproof decisions with accuracy

Who’s it for?

High-street banks, credit unions, community banks, regional banks, challenger banks, fintechs, and digital banking providers.

LiquidTrust

LiquidTrust gives financial institutions a platform to offer their business customers a safer, new global payment method via micro-escrows. Payments can be made to 175+ countries around the world.

Features

  • Attracts new SMBs and makes existing ones stickier
  • Increases non-interest revenue and deposits
  • Offers easy and quick implementation with hosted, white-label option and all-around support
  • Mitigates fraud and loss risk

Who’s it for?

Banks, credit unions, payment providers, and SMBs.

SAVVI AI

SAVVI AI lets teams deploy AI-enabled prediction and recommendation models in hours, no specialists needed. Start with a spreadsheet.

Features

  • Receive AI forecasting and recommendations inside existing Excel spreadsheets
  • Use without core integration
  • Saves time, increases accuracy, and lower risk

Who’s it for?

Banks, credit unions, lenders, and payment providers.

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FinovateSpring 2024 Sneak Peek Series: Part 3

By Madeline Clines Posted on
Categories: Deeployalty, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, Instarails, QuickFi, Sherpas, Skyflow

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Deeployalty

Deeployalty digitalizes paper receipts and plastic loyalty cards by integrating bank processing on one side and merchant CRMs on the other.

Features

  • Helps transition from paper receipts to digital receipts
  • Adds seamless loyalty features to banking applications
  • Provides an endless source of data for ML and scoring systems

Who’s it for?

Banks and retailers.

Instarails

Instarails is an intelligent, decentralized payout network that makes cross-border payments instant, inexpensive, and inclusive for all.

Features

  • Provides one connection to the world’s disparate real-time payment systems
  • Uses a decentralized network to eliminate fraud and disputes
  • Delivers one platform for inclusive payments in 50+ fiat currencies

Who’s it for?

Banks, remittance companies, mobile apps, e-commerce marketplaces, payment service providers, and enterprise businesses with offshore employees, gig workers, suppliers, and vendors.

QuickFi

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

Features

  • Embeds easily into lender or manufacturer’s website
  • Offers 100% digital end-to-end borrower self-service, with 24/7 access
  • Provides automated credit, contract structuring, business verification, and compliance

Who’s it for?

Banks, equipment manufacturers, and equipment distributors.

Sherpas

Sherpas is a generative finance platform for wealth management that optimizes operations, personalizes advice at scale, and puts client engagement on autopilot through their AI model, Nima.

Features

  • Extracts data straight from documents
  • Provides information about products, funds, and client performance
  • Analyzes investments, and diagnoses and secures proposals
  • Creates personalized content

Who’s it for?

Wealth managers, private banks, independent financial advisors, asset managers, RIAs, and financial planners.

Skyflow

Skyflow recently released the Skyflow LLM Data Privacy Vault, which allows financial service organizations to leverage the power of LLMs, such as GPT, while maintaining privacy and security.

Features

  • Utilizes LLM while maintaining privacy and security
  • Isolates, protects, and governs sensitive data
  • Improves customer experience through new technologies while protecting sensitive data

Who’s it for?

Anyone who collects sensitive data such as PII, PCI, and PHI.

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FinovateSpring 2024 Sneak Peek Series: Part 2

By Madeline Clines Posted on
Categories: APIMatic, Blee, Finalytics.ai, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, TransUnion, Winnow

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

APIMatic

APIMatic’s mission is to make integrating APIs quick and straightforward for developers via automatic code generation. Customers include fintech giants Paypal, VISA, Maxio, and many others.

Features

APIMatic’s developer experience platform adds a layer of technology between fintech partners and developers to make onboarding faster and more accessible through the power of automation and GenAI.

Who’s it for?

Banks and fintechs heavily invested in API programs.

Blee

Blee helps compliance and legal teams automate the review and oversight of marketing, product, and sales materials using AI, ML, and custom automation.

Features

  • Centralized platform for content review and approval, powered by AI
  • Ongoing monitoring and oversight of websites and social media
  • Faster content approvals while maintaining oversights

Who’s it for?

Direct-to-consumer and direct-to-SMB regulated entities such as banks, credit unions, and fintechs.

Finalytics.ai

Finalytics.ai is a real-time data analytics platform, empowering community financial institutions with tailored customer experiences through big data and machine learning.

Features

  • Personalized customer journeys using a “segment-of-one” approach
  • Dynamic segmentation and content tailoring
  • Enhanced digital strategy and implementation consulting

Who’s it for?

Community financial institutions, including banks, credit unions, and potentially other payment providers seeking advanced data analytics solutions for personalized customer experiences.

TransUnion

TransUnion is a global information and insights company that makes trust possible by ensuring each person is reliably represented in the marketplace.

Features

Enhanced BreachIQ helps consumers proactively protect their identities by

  • Generating personalized Identity Safety Scores
  • Measuring incident severity via Breach Risk Scores
  • Tailoring Action Plans to incidents

Who’s it for?

Banks, credit unions, and fintech companies.

Winnow

Winnow AI leverages the power of LLP and NLP artificial intelligence to deliver lightning-fast answers to basic legal questions around topics that Winnow covers.

Features

  • Quickly answers basic legal questions
  • Generates responses based on Winnow’s 60,000+ attorney-reviewed legal requirements
  • Reduces time and effort typically spent on legal research

Who’s it for?

Banks, credit unions, fintechs, and lenders.

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FinovateSpring 2024 Sneak Peek Series: Part 1

By Madeline Clines Posted on
Categories: Borealis Global Analytics, Candour Oy, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, Method Financial, Nav.it, Stock Unlock

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Borealis Global Analytics

Borealis Global Analytics introduces an AI-powered virtual global equity analyst, streamlining workflows for investment professionals with cost and time efficiency.

Features

  • Reduces exorbitant research costs
  • Reduces time from ideation to investment theme execution
  • Offers a virtual global equity analyst

Who’s it for?

Global allocation specialists, RIAs, institutional money managers, global equity analysts, ETF sponsors, financial services companies, and robo-advisors.

Candour Oy

Candour ID by Candour Oy introduces breakthrough technology in biometric verification, featuring advanced anti-spoofing and facial recognition for the highest accuracy and efficiency in the market.

Features

  • Offers frictionless user experience with passive ID check for onboarding
  • Delivers fastest biometric authentication in the market
  • Provides anti-fraud capability with high security measures

Who’s it for?

Banks, credit unions, insurance companies, betting/gambling organizations, health businesses, and more.

Method Financial

Method Financial is a liability account connectivity API for lenders, fintechs, and financial institutions.

Features

  • Connects to users’ liabilities with consent, not credentials
  • Retrieves real-time data
  • Issues instant repayment

Who’s it for?

Credit unions, banks, fintech lenders, PFMs, and loyalty & rewards programs.

Nav.it

Nav.it improves financial literacy and behaviors, empowering users to understand cash flow better, worry less about money, and significantly improve their overall quality of life.

Features

  • Enhances financial literacy for better cash flow management
  • Available through employers, making financial wellness accessible
  • Improves overall quality of life through smart financial habits

Who’s it for?

Banks, credit unions, businesses, forward-thinking employers, and HR platforms seeking to enhance employee benefits with financial wellness solutions.

Stock Unlock

Stock Unlock is an AI-assisted stock analysis and portfolio tracking platform that empowers investors to make smarter decisions in less time.

Features

  • Delivers AI-assisted stock reports for unbiased, in-depth analysis
  • Offers comprehensive stock screening and portfolio tracking tools
  • Provides power tools for all investor skill types to find, analyze, and track investments

Who’s it for?

Individual investors, both new and experienced, who want to harness the power of AI to optimize their stock research and portfolio management.

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FinovateEurope 2024 Sneak Peek Series: Part 6

By Madeline Clines Posted on
Categories: FinovateEurope 2024, FinovateEurope 2024 Sneak Peek, InvestGlass, Kodex AI, Taktikal

A look at the companies demoing at FinovateEurope in London on February 27. Register today using this link and save 20%.

InvestGlass

InvestGlass is the #1 Swiss sales automation solution for banks, which features digital onboarding, CRM, marketing, portfolio management, and integrates on-premise AI GPT with legacy regulations. It is a Swiss sovereign solution.

Features

  • Eliminates client idle time and churn
  • Streamlines account openings
  • Offers hyper-targeted investment solutions to meet client needs efficiently
  • Compatible on premise/cloud

Who’s it for?

Banks, payment providers, brokers, wealth management companies, and governments.

Kodex AI

Kodex AI’s generative AI solution enables financial professionals to complete analyses in minutes rather than days: find information, analyze data, or instantly draft reports.

Features

  • Offers precision-tailored LLM specializing in financial data
  • Delivers transparent data sourcing with detailed audit trails
  • Provides advanced data security measures, mitigating breaches and compliance violations

Who’s it for?

Client-focused teams in private banks (wealth managers) and banks for corporate and institutional clients (client solutions team).

Taktikal

Taktikal is a regtech cloud solution that allows fintech companies to set up regulated workflows faster than ever before in a no-code self-service environment.

Features

  • Automates KYC and KYB due diligence
  • Streamlines approval and risk assessment workflows
  • Delivers visual workspace for designing customer onboarding experiences

Who’s it for?

Payment providers, financial service providers, insurance companies, professional services, and banks.

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