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).

FinovateFall 2024 Sneak Peek Series: Part 2

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

ComplyCo

ComplyCo offers the visibility and control needed to effectively oversee digital environments, leveraging end-user session recordings to support monitoring and observability for non-technical teams.

Features

  • Provides investigative controls for an organization’s digital environments
  • Includes population-based monitoring
  • Offers version control and effective testing

Who’s it for?

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment.

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, bullet-proof decisions with accuracy

Who’s it for?

High-street banks, credit unions, community banks, regional banks, challenger banks, fintechs, and digital banking providers.

Quavo Fraud & Disputes

Quavo Fraud & Disputes is the leading provider of innovative dispute management solutions for issuing financial organizations. Launch is an all-new offering of their proven dispute management system.

Features

  • Requires zero onboarding time for immediate use
  • Offers an affordable base product that scales with FIs
  • Fully compliant with regulatory and network standards
  • Delivers highly automated dispute management systems

Who’s it for?

Banks, fintechs, processors, and credit unions of all sizes, and any organizations subject to regulation E/Z dispute resolution or serving institutions subject to it.

Scamnetic

Scamnetic’s everyday solution helps consumers detect every type of scam in real-time, removing human error from the equation. Their patented, AI technology can be easily integrated into enterprise platforms.

Features

  • Scan&Score™: Auto or quick scan with real time message validation
  • IDeveryone™: C2C authentication and verification before payment
  • ScamIntervention™: Proactive call center support pre-or-post scam

Who’s it for?

Banks, credit unions, payment providers, small-to-medium sized businesses helping their customers, members, and employees stay safe, especially from scams using their name.

Setuply

Setuply is an AI-powered client onboarding and lifecycle management platform for B2B solution providers purpose-built to accelerate revenue recognition and profitability.

Features

  • Delivers real-time insight into the revenue at stake to prioritize work
  • Offers scalable and repeatable onboarding processes
  • Increases client engagement and collaboration

Who’s it for?

B2B service and implementation providers.

Telesign

Telesign delivers their 2024 Fraud Protection Insights with PowerBI.

Features

  • Learnings from Telesign, the DI and Communications Security leader Proof of Concept data
  • Delivers 2024 fraud vector insights
  • Over 200 investigations analyzed since September 2023

Who’s it for?

Banks, credit unions, fintechs, and e-commerce SMB and enterprise businesses.

Vine Financial

Vine Financial is a cutting-edge commercial lending platform that is highly configurable and supports the entire loan lifecycle. With AI, it automates everyday tasks that tie up employee time.

Features

  • Offers AI-assisted document import, financial analysis, and document generation
  • Includes extensive configuration capability to support each FI’s workflows
  • Eliminates the need for an expensive third-party CRM

Who’s it for?

Banks, credit unions, private lenders, venture capitalists, private equity, and any other industries requiring financial analysis and due diligence.