FinovateFall 2024 Sneak Peek Series: Part 7

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

Ascent

Ascent streamlines and simplifies any and all product applications and forms across an FI without disrupting existing systems and processes, while learning from every customer interaction.

Features

  • Eliminates buying a different solution to solve each product application experience or problem
  • Reduces abandonment
  • Improves cross-sell
  • Grows loyalty

Who’s it for?

Community banks, regional banks, credit unions, CUSOs, non-bank lenders, and insurance carriers looking to reduce the cost and complexity of delivering great experiences across the enterprise.

Finli

Finli, a certified B Corp, offers SMBs trusted and easy-to-use financial tools. The company helps FIs compete through expanded digital services that drive deposits and strengthen customer relationships.

Features

FI’s can view Finli as their SMB obsessed innovation team that offers

  • Real-time business health insights
  • Complete back office suite of digital services for SMBs
  • Secure digital payments

Who’s it for?

Banks and credit unions looking to drive business deposits and offer innovative digital tools to business clients.

Flextract

Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy.

Features

  • Supports a wide variety of complex document types and layouts
  • Automates complex operational processes that need large teams of human analysts
  • Delivers structured data without workflow changes

Who’s it for?

Commercial lenders, mortgage lenders, wealth managers, and asset managers.

getAIreports.com (by Stock Unlock)

getAIreports.com (by Stock Unlock) automates report generation using AI, transforming complex data into clear insights. The company streamlines reporting processes, saving time and improving decision-making for businesses, allowing companies to focus on their core competencies.

Features

  • Saves time generating comprehensive reports
  • Closes more deals with clear, data-driven insights
  • Drives actionable insights with accurate AI summaries on financial data

Who’s it for?

Any businesses that generate reports.

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?

Community banks, regional banks, and credit unions that need a state-of-the-art solution to prevent fraud in contact centers.

Vectari

Vectari’s software can be thought of as “compliance expertise as a service.” Their cloud-hosted subscription software services find hidden trends in customer interactions.

Features

  • Reduces operational costs of servicing customers due to avoidable errors
  • Reduces regulatory risk caused by compliance errors
  • Provides better oversight of third-party partners and servicers

Who’s it for?

Financial institutions of all flavors, particularly mid-size banks, BaaS and embedded finance banks, and non-bank FIs involved in loan servicing.

ZayZoon

ZayZoon’s Embedded EWA, trusted by 180+ HR and payroll companies since 2014, delivers custom end-to-end solutions that enhance offerings, attract clients, and drive new revenue.

Features

  • Offers dynamic embedded tile
  • Provides mass employee activation
  • Delivers smart and trackable embedded EWA

Who’s it for?

HR and payroll companies, including SMBs.

FinovateSpring 2024 Sneak Peek Series: Part 1

A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.

Borealis Global Analytics

Borealis Global Analytics introduces an AI-powered virtual global equity analyst, streamlining workflows for investment professionals with cost and time efficiency.

Features

  • Reduces exorbitant research costs
  • Reduces time from ideation to investment theme execution
  • Offers a virtual global equity analyst

Who’s it for?

Global allocation specialists, RIAs, institutional money managers, global equity analysts, ETF sponsors, financial services companies, and robo-advisors.

Candour Oy

Candour ID by Candour Oy introduces breakthrough technology in biometric verification, featuring advanced anti-spoofing and facial recognition for the highest accuracy and efficiency in the market.

Features

  • Offers frictionless user experience with passive ID check for onboarding
  • Delivers fastest biometric authentication in the market
  • Provides anti-fraud capability with high security measures

Who’s it for?

Banks, credit unions, insurance companies, betting/gambling organizations, health businesses, and more.

Method Financial

Method Financial is a liability account connectivity API for lenders, fintechs, and financial institutions.

Features

  • Connects to users’ liabilities with consent, not credentials
  • Retrieves real-time data
  • Issues instant repayment

Who’s it for?

Credit unions, banks, fintech lenders, PFMs, and loyalty & rewards programs.

Nav.it

Nav.it improves financial literacy and behaviors, empowering users to understand cash flow better, worry less about money, and significantly improve their overall quality of life.

Features

  • Enhances financial literacy for better cash flow management
  • Available through employers, making financial wellness accessible
  • Improves overall quality of life through smart financial habits

Who’s it for?

Banks, credit unions, businesses, forward-thinking employers, and HR platforms seeking to enhance employee benefits with financial wellness solutions.

Stock Unlock

Stock Unlock is an AI-assisted stock analysis and portfolio tracking platform that empowers investors to make smarter decisions in less time.

Features

  • Delivers AI-assisted stock reports for unbiased, in-depth analysis
  • Offers comprehensive stock screening and portfolio tracking tools
  • Provides power tools for all investor skill types to find, analyze, and track investments

Who’s it for?

Individual investors, both new and experienced, who want to harness the power of AI to optimize their stock research and portfolio management.