illuminote

FinovateFall 2024 Sneak Peek Series: Part 8

By Madeline Clines Posted on
Categories: Accelera Payments, CardLift, CD Valet, Credit Mountain, FinovateFall 2024, FinovateFall 2024 Sneak Peek, illuminote, NayaOne, Sei

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

Accelera Payments

Accelera Payments is a comprehensive payments stack. The flagship product Comply is a plug-n-play utility that integrates with existing payment infrastructures, ensuring ISO compliance with minimal disruption.

Features

  • Achieves ISO 20022 compliance at lightning speed
  • Provides multiple financial message formats
  • Offers ISO message validator

Who’s it for?

Small-and-medium size banks, credit unions, and financial institutions.

CardLift

CardLift keeps banks’ credit cards top-of-wallet by enabling customers to effortlessly switch payments to CardLift’s partner cards while showcasing card benefits at every online checkout.

Features

  • Transfers spending to the partner card seamlessly through CardLift’s auto card switching
  • Boosts online card usage through one-tap checkout
  • Drives consumer loyalty through enhanced cash back rewards

Who’s it for?

Banks, credit unions, and card issuers looking to increase card usage and transaction volumes.

CD Valet

CD Valet empowers financial institutions to compete online in the CD market with proven, targeted digital marketing solutions and online account opening.

Features

  • Provides CD digital account opening services
  • Delivers new digital account opening for IRA CDs
  • Offers featured CD listings, lead generation services, and lead qualification based on the user’s criteria

Who’s it for?

Financial institutions offering competitively priced CDs and IRA CDs.

Credit Mountain

The Warm Decline by Credit Mountain reinvents the decline experience for rejected borrowers and saves lenders money at the same time.

Features

  • Automates adverse action notices
  • Provides a personalized path to “yes”
  • Monitors, tracks, and re-engages declined borrowers

Who’s it for?

Credit unions.

illuminote

DARCi by illuminote digitally controls assent by securely registering, authenticating, and protecting legal records to guard companies from fraud, litigation, human error, and liability.

Features

  • Offers workflow optimization and protection
  • Improves client retention and business development
  • Delivers digital transformation and regulatory compliance

Who’s it for?

Financial institutions (banks and credit unions) and financial advisory firms.

NayaOne

Compass by NayaOne, the default industry utility, quickly and simply connects banks with vendors, reducing cost and complexity associated with discovering and sourcing partners and customers.

Features

  • Showcases tech to 100+ banks ready to buy
  • Investigates what peers are using
  • Accelerates vendor selection process
  • Improves third-party risk management

Who’s it for?

Banks, credit unions, and tech vendors.

Sei

Sei builds AI agents for risk and compliance teams to automate complex tasks. Sei’s customers include banks, publicly listed companies, and fintechs across the U.S., U.K., Europe, and APAC.

Features

Sei automates work for compliance and risk teams including marketing review, customer support QA, TPRM, etc., allowing for:

  • Faster growth
  • Real time compliance at scale
  • Reduced cost by 60%

Who’s it for?

Banks, credit unions, fintechs, and payment providers.

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FinovateFall to Showcase Innovations in Wealthtech and Wealth Management

FinovateFall to Showcase Innovations in Wealthtech and Wealth Management
By David Penn Posted on
Categories: Eko Investments, FinovateFall 2024, illuminote, QuAIL Technologies, TIFIN AG, TradingValley, Wealthtech

For the first time, FinovateFall 2024 (September 9-11) will showcase innovations in wealthtech. From AI-powered analysis and decision-making to embedded technologies that are democratizing the world of investing, now is a great time for asset managers, RIAs, and others looking to leverage technology to boost their wealth management businesses.

“Finovate spotlights cutting-edge technology and finserv themes dominating industry news,” Finovate VP and Demo Director Heather Stowell said. “The Great Wealth Transfer has been at the forefront of conversations, and we’re excited to showcase several startups innovating within wealth management and investing.”

Indeed. In its annual survey of wealth managers, Acuity Knowledge Partners noted that the intergenerational wealth transfer was a major opportunity and challenge facing asset managers. Additionally, survey respondents also expressed a desire for comprehensive solutions for estate, tax, and retirement planning. Growing revenues via customized research offerings was also mentioned as a goal, along with managing costs while embracing digitalization and new, enabling technologies like AI.

Below are six companies offering wealthtech solutions this year at FinovateFall 2024 in New York. For more on our wealthtech offering at FinovateFall next month, check out Wealthtech at FinovateFall: Client Centricity and the Rise of Alternative Assets.

Eko Investments

Offers investments to all clients starting from $10, and not just the top 1% via a financial advisor. Headquartered in New York. Founded in 2021. LinkedIn.

GPTadvisor

Empowers financial institutions with AI tools for optimized decision-making, streamlined workflows, and improved client advisory, driving business growth and operational excellence. Headquartered in Madrid, Spain. Founded in 2023. LinkedIn.

illuminote

Enables financial institutions and advisors to authenticate registered client legal estate records with confidence, providing access to authenticated data without expensive tech integrations. Headquartered in Santa Rosa, California. Founded in 2022. LinkedIn.

QuAIL Technologies

Automates processes and increases productivity so organizations can spend less time managing and more time growing. Headquartered in Pittsburgh, Pennsylvania. Founded in 2022. LinkedIn.

TIFIN AG

Uses AI and ML to deliver actionable insights, helping financial advisors make data-driven decisions that boost client acquisition, expansion, and retention, achieving organic growth. Headquartered in Charlotte, N.C. Founded in 2023. LinkedIn.

TradingValley

Empowers companies that adopt its AI investing model that reduces the investing research time for both individual and institutional investors. Headquartered in Taiwan. Founded in 2015. LinkedIn.

Are you an innovative fintech with new technology that’s ready for prime time? Join us in New York next month for FinovateFall and take advantage of the opportunity to showcase your solution before an audience of 2,000+ decision-makers.

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