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.