Author: Madeline Clines

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.

Share this:

Send Post Twitter LinkedIn Facebook

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.

Share this:

Send Post Twitter LinkedIn Facebook

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.

Share this:

Send Post Twitter LinkedIn Facebook

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.

Share this:

Send Post Twitter LinkedIn Facebook

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).

Share this:

Send Post Twitter LinkedIn Facebook

FinovateSpring 2025 Sneak Peek Series: Part 4

By Madeline Clines Posted on
Categories: Anonybit, APIMatic, Cratoflow, Crux Analytics, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Tavant

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

Anonybit

Anonybit prevents fraud and protects user privacy with decentralized biometrics at login, step up, help desk, and other user touchpoints.

Features

  • Enhances security with passwordless, privacy-preserving biometrics
  • Reduces fraud and support costs
  • Implements with easy pre-integrated, device-agnostic technology

Who’s it for?

Banks, credit unions, and fintechs.

APIMatic

With every bank and fintech heavily invested in API programs, APIMatic helps them generate ROI from these API investments via automation and AI solutions.

Features

APIMatic has developed API Recipes to give developers production-ready code in a guided manner.

  • Accelerates API adoption
  • Reduces integration time
  • Improves time to revenue

Who’s it for?

Banks, payment providers, and fintechs with public APIs.

Cratoflow

Cratoflow is an AI-powered accounting platform that automates 90% of workflows, streamlining invoicing, payments, and customer invoicing, accelerating close cycles, and boosting financial accuracy.

Features

  • Delivers invoice processing in 20 seconds
  • Provides seamless ERP integration
  • Automates approvals and workflows

Who’s it for?

Mid-market businesses with high transactional volume.

Crux Analytics

Crux Analytics is a relationship intelligence platform empowering bankers to drive more valuable outcomes with small business clients.

Features

Crux combines powerful workflow automation with data-driven intelligence to unlock sustainable institutional growth, efficiency gains for bankers, and more retentive relationships for SMBs.

Who’s it for?

Community banks, credit unions, and regional banks.

Tavant

Tavant’s LO.ai boosts loan officer productivity, cuts sales expenses, and empowers borrowers. Powered by Gen AI, it revolutionizes lending with enhanced lead conversion and reduced onboarding time.

Features

  • Provides a complete regulatory compliant solution
  • LO.ai qualifies borrowers and converts them into loyal customers, driving business outcomes
  • Ensures advanced, compliant solutions for lending ecosystems

Who’s it for?

Banks, credit unions, and lenders.

Share this:

Send Post Twitter LinkedIn Facebook

FinovateSpring 2025 Sneak Peek Series: Part 3

By Madeline Clines Posted on
Categories: BankShift, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Hive Technologies, Illuma Labs, Layerup, ReSight

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

BankShift

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

Features

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

Who’s it for?

Credit unions, community banks, and regional banks.

Hive Technologies

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

Features

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

Who’s it for?

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

Illuma

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

Features

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

Who’s it for?

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

Layerup

Layerup builds Voice AI agents for financial institutions.

Features

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

Who’s it for?

Banks and credit unions.

ReSight

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

Features

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

Who’s it for?

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

Share this:

Send Post Twitter LinkedIn Facebook

FinovateSpring 2025 Sneak Peek Series: Part 2

FinovateSpring 2025 Sneak Peek Series: Part 2
By Madeline Clines Posted on
Categories: Bits of Stock, Express Wages, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Penny Finance, Solda.ai, SuperMoney

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

Bits of Stock

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

Features

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

Who’s it for?

Community banks and credit unions.

Express Wages

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

Features

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

Who’s it for?

Banks, employers, businesses, and credit unions.

Penny Finance

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

Features

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

Who’s it for?

Credit unions, community banks, and small banks.

Solda.ai

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

Features

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

Who’s it for?

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

SuperMoney

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

Features

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

Who’s it for?

All financial service providers.

Share this:

Send Post Twitter LinkedIn Facebook

FinovateSpring 2025 Sneak Peek Series: Part 1

FinovateSpring 2025 Sneak Peek Series: Part 1
By Madeline Clines Posted on
Categories: Cinareo Solutions, Covet, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Kaian, TAPP Engine, Winnow

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

Cinareo Solutions

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

Features

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

Who’s it for?

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

Covet

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

Features

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

Who’s it for?

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

Kaian

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

Features

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

Who’s it for?

Credit unions and community banks.

TAPP Engine

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

Features

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

Who’s it for?

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

Winnow

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

Features

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

Who’s it for?

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

Share this:

Send Post Twitter LinkedIn Facebook

FinovateEurope 2025 Sneak Peek Series: Part 7

By Madeline Clines Posted on
Categories: AQ22, Deriskly, FinovateEurope 2025, FinovateEurope 2025 Sneak Peek, Homely, Neural Defend, Tweezr

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

AQ22

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

Features

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

Who’s it for?

Banks, credit unions, and financial institutions.

Deriskly

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

Features

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

Who’s it for?

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

Homely

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

Features

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

Who’s it for?

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

Neural Defend

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

Features

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

Who’s it for?

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

Tweezr

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

Features

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

Who’s it for?

Any financial institution with a complex legacy IT estate.

Share this:

Send Post Twitter LinkedIn Facebook

FinovateEurope 2025 Sneak Peek Series: Part 6

By Madeline Clines Posted on
Categories: Dimply, FinovateEurope 2025, FinovateEurope 2025 Sneak Peek, Intuitech, Primer, Stack AI

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

Dimply

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

Features

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

Who’s it for?

Banks and wealth managers.

Intuitech

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

Features

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

Who’s it for?

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

Primer

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

Features

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

Who’s it for?

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

Stack AI

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

Features

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

Who’s it for?

Established enterprises.

Share this:

Send Post Twitter LinkedIn Facebook

FinovateEurope 2025 Sneak Peek Series: Part 5

By Madeline Clines Posted on
Categories: Byne, EKAI, FinovateEurope 2025, FinovateEurope 2025 Sneak Peek, PromoComply, RE-ViVE, Torus

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

Byne

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

Features

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

Who’s it for?

Regulated enterprises.

EKAI

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

Features

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

Who’s it for?

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

PromoComply

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

Features

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

Who’s it for?

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

RE-ViVE

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

Features

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

Who’s it for?

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

Torus

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

Features

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

Who’s it for?

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

Share this:

Send Post Twitter LinkedIn Facebook