A look at the companies demoing at FinovateEurope in London on February 27. Register today using this link and save 20%.

InvestGlass

InvestGlass is the #1 Swiss sales automation solution for banks, which features digital onboarding, CRM, marketing, portfolio management, and integrates on-premise AI GPT with legacy regulations. It is a Swiss sovereign solution.

Features

• Eliminates client idle time and churn
• Streamlines account openings
• Offers hyper-targeted investment solutions to meet client needs efficiently
• Compatible on premise/cloud

Who’s it for?

Banks, payment providers, brokers, wealth management companies, and governments.

Kodex AI

Kodex AI’s generative AI solution enables financial professionals to complete analyses in minutes rather than days: find information, analyze data, or instantly draft reports.

Features

• Offers precision-tailored LLM specializing in financial data
• Delivers transparent data sourcing with detailed audit trails
• Provides advanced data security measures, mitigating breaches and compliance violations

Who’s it for?

Client-focused teams in private banks (wealth managers) and banks for corporate and institutional clients (client solutions team).

Taktikal

Taktikal is a regtech cloud solution that allows fintech companies to set up regulated workflows faster than ever before in a no-code self-service environment.

Features

• Automates KYC and KYB due diligence
• Streamlines approval and risk assessment workflows
• Delivers visual workspace for designing customer onboarding experiences

Who’s it for?

Payment providers, financial service providers, insurance companies, professional services, and banks.