FinovateFall 2025 Sneak Peek Series: Part 6

A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.

Appli

Appli’s AI-powered calculators turn visitors into confident shoppers, guiding key loan and savings decisions to boost revenue across every financial product.

Features

  • Delivers personalized financial guidance using AI enabled financial calculators
  • Boosts engagement via a trusted experience seamlessly embedded
  • Drives revenue growth and turns trust into loyal customers

Who’s it for?

Credit unions and community banks.

Debbie

Debbie is a rewards platform for good money habits where users can earn points for saving, paying off debt, and making on time payments.

Features

  • Drives 2x average deposit lift from engaged members
  • Delivers a 35% reduction in delinquencies
  • Sources thousands of new consumers for half the cost
  • Provides competitive intelligence data for upsell opportunities

Who’s it for?

Banks and credit unions.

FintechOS

FintechOS’s AI-driven product engine helps banks innovate without replacing core systems. Its low-code, composable architecture accelerates digital transformation, enhancing compliance and decision-making.

Features

  • Launch Web3 products without core changes
  • Manage deposits and digital assets from a single platform
  • Unlock revenue via crypto-backed lending with GENIUS Act readiness

Who’s it for?

Regional and community banks and credit unions.

Lyzr AI

Lyzr AI is a full stack AI agent infrastructure platform for enterprise.

Features

  • Safe and responsible AI built into the framework
  • Full stack approach from building agents to taking them into production
  • Clonable blueprints and use cases for financial institutions

Who’s it for?

Banks and financial institutions.

Mall IQ

Mall IQ (rebranded as LocatIQ) is an SF-based location AI company empowering financial institutions with real-time customer intent insights, predictive AI models, and contextual engagement.

Features

  • Delivers real-time, hyper-personalized engagement for revenue growth
  • Uses predictive AI models for card spend potential, including affluent and churn prediction
  • Offers alternative credit scoring, fraud prevention, and false card decline prevention

Who’s it for?

Card banks, credit unions, B2C fintech payment companies, loyalty platforms, and retailers.

MoneyPlanned

MoneyPlanned is a patented AI infrastructure for financial planning—delivering real-time, personalised, compliant advice and execution, turning every institution into a 24/7 superhuman advisor.

Features

  • Patented AI infrastructure: Builds and executes goal-based plans in minutes
  • Behavior-aware engine: Adapts to life events, nudging action
  • Enterprise rails: API, onboarding, eKYC, compliance, white-label

Who’s it for?

Advisors, banks, and consumers.

Reset

Reset enables banks and credit unions to natively embed earned wage access, driving growth in deposits and transaction revenue while strengthening customer financial health.

Features

  • Gives cardholders daily access to income and automated cashflow budgeting
  • Attracts and retains direct deposit relationships
  • Earns 4x more interchange revenue per transaction on existing cards

Who’s it for?

Banks, credit unions, and payment processors.

FinovateFall 2022 Sneak Peek: Mall IQ

FinovateFall 2022 Sneak Peek: Mall IQ

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Mall IQ is a privacy-first location intelligence platform, empowering FIs to increase card and loan revenue and prevent fraud with real-time, personalized mobile engagements via proprietary location tech.

Features

  • Generates privacy-compliant first-party data: accurate, timely, actionable & scalable
  • Increases activation, wallet-share & retention
  • Includes store-level accurate global coverage without hardware in 1M+ stores

Why it’s great

Generate incremental revenue from current customers with precise location technology with real-time engagements before a payment or loan need to become top-of-wallet. Minimum effort needed to integrate and operate.

Presenters

Batu Sat, CEO
Dr. Sat has been a business and tech leader for 20+ years. He earned his Ph.D. at the University of Illinois at Urbana-Champaign. He is an expert in ML/AI & Location Tech. He previously worked at Cisco and Microsoft.
LinkedIn

Firuze Duygu Caliskan, COO
Caliskan has an M.S. Degree in Engineering Management from Missouri University of S&T. 15+ years experience in strategic marketing and revenue expansion activities across the globe.
LinkedIn

FinovateWest Digital 2020 Sneak Peek: Mall IQ

FinovateWest Digital 2020 Sneak Peek: Mall IQ

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

Mall IQ is a privacy-first location intelligence and AI platform, empowering financial institutions to deliver real-time, personalized mobile engagements for improving share-of-wallet, frequency of usage, and retention.

Features

  • Store-level accurate location data to engage customers in real-time
  • Segment customers based on unique store-visit and purchase data
  • Use customer behavior (visit and click and purchase) to optimize

Why it’s great
Proprietary technology to discover where customers shop, what they want to buy, when they are about to pay even before the purchase, predicting the next purchase decision with real-time data.

Presenter

Batu Sat, CEO & Co-Founder
Sat earned his Ph.D. at the University of Illinois at Urbana-Champaign. He is an expert in machine learning and AI, and worked at Cisco and Microsoft in Silicon Valley.
LinkedIn