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.
