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.

FinovateEurope 2025 Sneak Peek Series: Part 6

A look at the companies demoing at FinovateEurope in London on February 25. Register today using this link and save 20%.

Dimply

Dimply is an intelligent customer experience and personalization solution for financial institutions.

Features

  • Provides an intelligent customer experience
  • Offers a UX/UI solution
  • Delivers personalization

Who’s it for?

Banks and wealth managers.

Intuitech

Intuitech’s GenAI agents automate 95% of the most complex banking and insurance workflows, cutting loan origination time from weeks to minutes.

Features

  • Process and create any unstructured documents
  • Route and draft emails autonomously
  • Automatically validate information, taking necessary actions while providing full transparency

Who’s it for?

All banks, insurance providers, financial institutions seeking ROI on digital investments in 2025, using Agentic AI to reduce OPEX and boost customer satisfaction.

Primer

Primer is an AI platform that provides superhuman analysis of earnings calls and filings with unbiased, contextualized insights at speed, helping investment professionals make better decisions.

Features

  • Delivers earnings call/filing analysis to analysts within minutes of release
  • Generates key insights at depth and speed that human teams cannot replicate
  • Provides more accurate and relevant peer analysis

Who’s it for?

Investment banks (especially equity research and sales teams), asset managers, wealth managers, and hedge funds.

Stack AI

Stack AI delivers proven, enterprise-grade AI solutions that streamline operations, enhance decision-making, and deliver measurable outcomes for sustainable, scalable growth.

Features

  • Accelerates secure data analysis for faster decisions
  • Automates workflows for consistent, accurate results
  • Scales seamlessly with expanding enterprise requirements

Who’s it for?

Established enterprises.