FinovateSpring 2025 Sneak Peek Series: Part 7

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.

Hyperdesk

Hyperdesk is an AI sales agent and CRM that finds and qualifies local business leads for banks so that their teams can close more deals, faster.

Features

  • An AI sales agent that finds leads for users
  • A search engine that helps banks pull in more leads
  • An AI-first CRM purpose-built for banks

Who’s it for?

Banks and credit unions that offer business lending.

Invesst

Invesst compresses hours of research into minutes, automating analysis, valuation, memo creation and more for investors, analysts, and advisors desiring speed, precision, and freedom from terminals.

Features

  • Unifies brokerages, APIs, and market data into one compliant AI platform
  • Automates up to 70% of investment research workflows

Who’s it for?

Investors, analysts, financial advisors, research teams, RIAs, asset managers, hedge funds, fintech platforms, and firms.

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.

FinovateSpring 2025 Sneak Peek Series: Part 6

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.

FinovateSpring 2025 Sneak Peek Series: Part 5

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).

FinovateSpring 2025 Sneak Peek Series: Part 4

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.

FinovateSpring 2025 Sneak Peek Series: Part 3

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.

FinovateSpring 2025 Sneak Peek Series: Part 2

FinovateSpring 2025 Sneak Peek Series: Part 2

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.

FinovateSpring 2025 Sneak Peek Series: Part 1

FinovateSpring 2025 Sneak Peek Series: Part 1

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.