FinovateFall 2025 Sneak Peek Series: Part 1

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

CollaborationRoom.ai

CollaborationRoom.ai helps financial service companies enhance customer experience by making remote work seamless for their contact centers.

Features

  • Increases productivity through supervisor and agent engagement
  • Enhances security and compliance through AI
  • Enhances agent education through embedded training and production rooms

Who’s it for?

Banks, credit unions, lenders (general), healthcare systems, insurance companies, BPOs, and collection agencies.

Eko

Eko, an investing solution for FIs, powers digital investing directly inside online banking, enabling banks and credit unions to offer modern investment tools to all clients—starting from $10.

Who’s it for?

Banks and credit unions.

Gentreo

Gentreo offers businesses an award-winning life and estate planning solution, empowering customers with tools for life’s inflection points through secure, affordable, and easy-to-use digital services.

Features

  • Life Pathways: Delivers personalized guidance through key milestones
  • Smart Vault: Offers secure storage, plus connections to trusted providers
  • Action-Oriented: Empowers users to plan, act, and stay protected

Who’s it for?

Credit unions, banks, employers, and financial institutions.

Spiral

Spiral helps financial institutions grow deposits and retention with award-winning digital experiences, making them the primary choice for savings, loans, cards, giving, and more.

Features

  • Increases deposits and retention through personalized savings tools
  • Expands wallet share and card transactions
  • Boosts accounts and loans while deepening relationships

Who’s it for?

Banks and credit unions.

Swaystack

Swaystack helps banks and credit unions drive early engagement with gamified experiences that activate primacy, reduce dormancy, and turn new accounts into lasting relationships.

Features

  • Gamifies onboarding that drives funding and early account usage
  • Delivers omnichannel engagement across email, SMS, widgets, and ads
  • Automates segmentation for smarter targeting and retargeting

Who’s it for?

Banks and credit unions.

Vesuvio Pay

Vesuvio Pay is a patented payment and marketing SaaS platform for text-based commerce. Buy via text.

Features

  • Provides text message payments across platforms
  • Sends convertible carts with every text message marketing campaign
  • Provides RCS, mobile wallet, and merge cart features

Who’s it for?

Small, medium, and large e-commerce businesses and individuals.

Winnow

Winnow is an award-winning regulatory change management platform that allows customers to build customized state and federal compliance surveys.

Features

  • Pay-As-You-Go Surveys: Generate a-la-carte compliance surveys
  • Exports: Save Winnow content to Excel, PDF, or Word
  • Historical Surveys: Build compliance surveys based on past dates

Who’s it for?

Banks, credit unions, fintechs, lenders, and law firms.