FinovateSpring 2024 Sneak Peek Series: Part 5

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.

FinovateSpring 2024 Sneak Peek Series: Part 4

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.

FinovateSpring 2024 Sneak Peek Series: Part 3

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.

Brian Solis and the Case for Innovation in Financial Services

Brian Solis and the Case for Innovation in Financial Services

Innovative technologies are proliferating. From the renewed excitement around cryptocurrencies and blockchain technology to the challenges and opportunities of AI, individuals and organizations alike are discovering novel ways to live, learn, and earn.

Banks, financial services companies, and fintechs are no exception – which makes us all the more excited to feature futurist, digital anthropologist, and author Brian Solis as our FinovateSpring Out of the Box Keynote speaker at our upcoming fintech conference in May.

Titled The Cycle for Emerging Technologies: Which Will Really Matter to Financial Services Providers and Why?, Solis’ keynote address will encourage financial institutions to be proactive when it comes to engaging emerging technologies. Indeed, the extended title of his presentation warns: “If You’re Waiting for Someone to Tell You What to Do, You’re On the Wrong Side of Change.”

Referred to as “one of the more creative and brilliant business minds of our time” by Forbes, Brian Solis specializes in the impact of technological innovation on business and society. In his most recent book, Lifescale: How to Live a More Creative, Productive, and Happy Life, Solis discusses the challenges of – and solutions to – living in a world of ever-present digital distractions. His upcoming book, Mindshift: Ignite Change, Inspire Action, and Innovate for a Better Tomorrow, is designed to help people navigate, or even lead, in a digital-first, post-industrial era.

Formerly VP of Global Innovation for Salesforce, Solis is currently Head of Global Innovation for ServiceNow. As such, he leads vision, strategy, and programming for the company’s international innovation and Executive Briefing Centers. In addition to his keynote address on Day One of FinovateSpring, Solis will also join attendees for a book signing during the networking session immediately following his presentation.

FinovateSpring is coming to San Francisco, California, May 21-23, at the Marriott Marquis San Francisco. Visit our registration page today to save your spot and take advantage of big early-bird savings!


Photo by Pixabay

FinovateSpring 2024 Sneak Peek Series: Part 2

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.

FinovateSpring 2024 Sneak Peek Series: Part 1

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.

First Demos Announced for FinovateSpring 2024

First Demos Announced for FinovateSpring 2024

FinovateSpring 2024 takes place at the Marriott Marquis San Francisco on May 21 through 23, 2024.

More than 60 innovative companies will take the stage this May, with just seven minutes to show their latest tech to the audience. The rules: No slides, no canned video. There’s no better way to quickly see the most exciting fintech – and with Finovate’s signature, live-demo format, what you’re seeing on stage is already fully functional and ready to plug in.

Take a look at the first wave of demoers for FinovateSpring 2024 – this is just the beginning! We’ll continue selecting companies for the lineup from across the fintech ecosystem, including payments, asset management, core banking, CX/UX, anti-fraud, AI, ID/KYC, regtech, retail banking, rewards and loyalty, BaaS, SMB banking, and more. 

Learn more about these companies, see what problems they can solve for your organization, and take a peek at which companies won Best of Show honors on the FinovateSpring stage last year.

Want to join them in May? Apply to demo now.