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FinovateFall 2024 Best of Show Winners Announced

FinovateFall 2024 Best of Show Winners Announced
By David Penn Posted on
Categories: Bancography, Best of Show, CardLift, Credit Mountain, Delfi Labs, Efigence, Eko Investments, FinovateFall 2024, Illuma Labs, Nest Bank, Themis

After two days of live demos from more than 65 fintech companies, the attendees of FinovateFall 2024 have made their decisions as to which of these innovators will take home Finovate’s coveted Best of Show awards. Featuring both Finovate newcomers and Finovate veterans alike, the winners of Best of Show for FinovateFall 2024 are listed below.

Bancography for its software tool that lets bankers predicate branch investments on sound market data, not intuition, preventing costly missteps and ensuring optimized investments.

CardLift for its solution that enables companies to build a co-branded browser extension for their partners that automatically finds and switches users’ card-on-file to their partners’ card.

Credit Mountain for its technology that helps organizations grow their businesses by retaining, nurturing, and cross-selling declined borrowers.

Delfi Labs for its technology that creates efficient risk management and hedging strategies in minutes, enabling clients to defend margins, enhance performance, and raise valuation.

Eko Investments for its platform that offers investments via a financial advisor to all clients–and not just the top 1%–starting from $10.

Illuma for its innovations in deepfake detection that enable community financial institutions to keep their members and customers connected with their funds in a convenient and secure manner.

Nest Bank & Efigence for their collaboration, N! Assistant, a virtual AI-powered assistant that revolutionizes finance.

Themis for its solution that enhances compliance efficiency, minimizes regulatory risk, and fosters seamless collaboration, empowering banks and fintechs to focus on growth and innovation in financial services.

Please join us in congratulating our eight, Best of Show-winning companies. Let’s also raise a glass to all of our demoing companies for their innovations in fields ranging from regtech and payments to lending, wealth management, and beyond. We are especially grateful for our attendees and sponsors, whose support continues make our Finovate conferences among the most anticipated events in our industry. We look forward to seeing you again next year!

Notes on methodology:
1. Only audience members NOT associated with demoing companies were eligible to vote. Finovate employees did not vote.
2. Attendees were encouraged to note their favorites during each day. At the end of the last demo, they chose their three favorites.
3. The exact written instructions given to attendees: “Please rate (the companies) on the basis of demo quality and potential impact of the innovation demoed.”
4. The six companies appearing on the highest percentage of submitted ballots were named “Best of Show.”
5. Go here for a list of previous Best of Show winners through 2014. Best of Show winners from our 2015 through 2024 conferences are below:
FinovateEurope 2015
FinovateSpring 2015
FinovateFall 2015
FinovateEurope 2016
FinovateSpring 2016
FinovateFall 2016
FinovateAsia 2016
FinovateEurope 2017
FinovateSpring 2017
FinovateFall 2017
FinovateAsia 2017
FinovateMiddleEast 2018
FinovateEurope 2018
FinovateSpring 2018
FinovateFall 2018
FinovateAsia 2018
FinovateAfrica 2018
FinovateEurope 2019
FinovateSpring 2019
FinovateFall 2019
FinovateAsia 2019
FinovateMiddleEast 2019
FinovateEurope 2020
FinovateFall 2020
FinovateWest 2020
FinovateEurope 2021
FinovateSpring 2021
FinovateFall 2021
FinovateEurope 2022
FinovateSpring 2022
FinovateFall 2022
FinovateEurope 2023
FinovateSpring 2023
FinovateFall 2023
FinovateEurope 2024
FinovateSpring 2024

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FinovateFall 2024 Sneak Peek Series: Part 9

By Madeline Clines Posted on
Categories: Addition Wealth, Cyphr, Dimply, FinovateFall 2024, FinovateFall 2024 Sneak Peek, Homegrown, Odin, Starlight, Stride, Themis

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

Addition Wealth

Addition Wealth is a financial wellness company that empowers individuals to make smarter financial decisions and make the most of their money.

Features

  • Makes financial expertise more inclusive and accessible
  • Provides access to financial professionals, digital tools, benefits information, courses, content, and financial insights

Who’s it for?

Asset managers, retirement players, insurance companies, banks, private equity funds, and employers.

Cyphr

LoanReady by Cyphr is a tool that complements Loan Origination Systems and helps community banks and credit unions get more small businesses approved for loans with readiness screening or empathetic declines.

Features

  • Readiness Screening: Assesses loan eligibility, improving approval rates
  • Empathetic Declines: Provides actionable feedback, enhancing borrower trust
  • Seamless Integration: Complements existing LOS

Who’s it for?

Community lenders, credit unions, and small-to-medium-sized businesses.

Dimply

Dimply is a data driven customer experiences solution for community banks and credit unions that delivers cutting edge, engaging, and embedded personalized customer journeys.

Features

  • Delivers digital customer centricity
  • Individualization is the next frontier of customer experience
  • Provides customer journey orchestration with tailored value proposition

Who’s it for?

Banks, community banks, credit unions, and wealth managers.

Homegrown

Homegrown partners with credit unions, banks, and investors to power growth with energy efficiency data.

Features

  • Offers white-labeled digital engagement – helps customers and members save money on utility bills
  • Delivers personalization – custom results for any U.S. home address
  • Provides impact reporting – track and report user impact

Who’s it for?

Credit unions and banks – particularly those with current mortgage, HELOC, personal loan product offerings, and those with merchant lending networks for solar, HVAC, or home improvement.

Odin

Odin AI enhances enterprise efficiency with intelligent automation, real-time insights, and comprehensive solutions, delivering proven results across diverse industries.

Features

  • Automates complex financial reporting processes
  • Analyzes and categorizes vast amounts of transaction data
  • Scales across departments for enterprise-wide efficiency

Who’s it for?

Large enterprises, financial institutions, and payment providers seeking to optimize operations and enhance data-driven decision-making.

Starlight

Starlight provides proactive, personalized guidance to help households navigate government benefits seamlessly.

Features

  • Provides personalized, proactive assistance navigating benefit systems
  • Offers seamless integration with credit union products for ongoing financial support
  • Delivers quick deployment, enhancing services and member engagement

Who’s it for?

Credit unions.

Stride

Stride stands at the forefront of technology and innovation, using multi-agent GenAI to eradicate tech debt and prevent it from creeping up again.

Features

Stride Conductor exists for one purpose: to eradicate tech debt and prevent it from creeping up again. It acts as an additional team member that’s always looking out for the user behind the scenes.

Who’s it for?

Financial companies struggling with escalating tech debt.

Themis

Themis is a compliance platform that simplifies compliance and collaboration for banks and fintechs, reducing regulatory risk, cutting down on manual work, and boosting partnership efficiency.

Features

  • Simplifies compliance management
  • Enhances bank-fintech collaboration
  • Reduces regulatory risk and manual tasks

Who’s it for?

Banks and fintechs.

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Themis and Sei Leverage AI to Enhance Marketing Compliance for Banks

Themis and Sei Leverage AI to Enhance Marketing Compliance for Banks
By David Penn Posted on
Categories: Alumni News, Daily news, Themis
  • Governance, risk, and compliance platform Themis has partnered with regulatory compliance company Sei.
  • The partnership integrates Sei’s marketing compliance engine into Themis’ platform to enable financial institutions to maintain marketing compliance across all channels.
  • Themis won Best of Show in its Finovate debut at FinovateFall 2022. Neepa Patel is founder and CEO.

A partnership between regtech Themis and AI-powered regulatory compliance company Sei will provide financial institutions and fintechs with new tools to manage their marketing compliance operations. Integrating Sei’s marketing compliance engine into Themis’ platform will help institutions remain compliant across multiple marketing channels.

Sei’s technology leverages Large Language Models (LLMs) to convert regulations into actionable code. This can be used by compliance and risk teams to automate a variety of complex tasks. The integration of Sei’s AI agents into Themis’ platform will enable companies to screen partner websites and social media, automate the review of marketing content before it is shared with the public, and identify potential compliance issues.

Financial institutions and fintechs will benefit from access to advanced AI models that detect compliance issues across text, image, audio, and video. Sei’s AI agents support multiple languages, and are enabled with contextual understanding to ensure that only the most relevant issues are flagged.

“We’re thrilled to partner with Themis, the leading GRC platform for banks and fintechs, to offer Sei’s Marketing Compliance AI agent,” Sei founder Pranay Shetty said. “Together, we aim to improve consumer protection and help companies navigate an increasingly complex regulatory environment.”

Backed by Y Combinator and PayPal, Sei offers AI agents that work with risk and compliance teams to boost their efficiency, impact, and ability to scale. Founded in 2023 by Ramkumar Venkataraman, the New York-based company serves customers across three continents with solutions for marketing, customer support, and communications compliance, and regulatory change management.

Headquartered in New York and founded in 2021 by CEO Neepa Patel, Themis made its Finovate debut at FinovateFall 2022. The company won Best of Show for its demo of its GRC solution that serves as a one-stop shop for compliance. In addition to managing internal compliance workflows, Themis’ GRC solution can also be used to help banks and other financial institutions accelerate their partnerships with fintechs by examining their compliance controls in real-time.

Photo by Kyle Glenn on Unsplash

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FinovateFall Best of Show Winners: Fundraising, Acquisitions, New Partnerships, and More!

FinovateFall Best of Show Winners: Fundraising, Acquisitions, New Partnerships, and More!
By David Penn Posted on
Categories: Debbie, FinovateFall 2023, Horizn, LemonadeLXP, Quilo, Stratifyd, Themis

The only thing more exciting than being chosen to demo your latest innovation at a Finovate conference is winning the accolades our attendees and taking home a Best of Show award. With FinovateFall right around the corner, we wanted to take a look at the companies that won Best of Show at last year’s event and give you the latest on what they’ve been up to in the year since.

Remember that early bird savings for FinovateFall – September 11 through 13 – end this weekend! Visit our FinovateFall registration hub and save your spot today!

Debbie

  • HQ: Miami, Florida, U.S.
  • Founded: 2021
  • CEO: Frida Leibowitz
Left to right: Frida Leibowitz, CEO | Rachel Lauren, COO

Demoed its technology that leverages behavioral psychology and rewards to help users pay off debt faster. Demo video.

Latest update

  • Secured seed funding from Geek Ventures.

Horizn

  • HQ: Toronto, Ontario, Canada
  • Founded: 2012
  • CEO: Janice Diner
Left to right: Horizn’s Colm Bermingham, Sr. Director Sales | Steve Frook, CRO

Demoed its platform that helps financial institutions maximize their investments in digital technology. Demo video.

Latest update

  • Acquired by conversational AI company Inbenta.

LemonadeLXP

  • HQ: Ottawa, Ontario, Canada
  • Founded: 2021
  • CEO: John Findlay
 Lemonade CEO John Findlay

Demoed its digital growth platform that helps financial institutions and fintechs turn staff into digital customer service experts. Demo video.

Latest update

  • Partnered with Newburyport Bank to facilitate staff and customer transition to digital banking.

Quilo

  • HQ: New York City, New York, U.S.
  • Founded: 2020
  • CEO: Boris Fuzayloff
Left to right: Don Shafer, Co-founder & Chief Evangelist | Boris Fuzayloff, Co-founder & CEO

Demoed its technology that empowers lenders to syndicate individual personal loans at the time of underwriting. Demo video.

Latest update

Stratyfy

  • HQ: New York City, New York, U.S.
  • Founded: 2017
  • CEO: Laura Kornhauser
Left to right: Dmitry Lesnik, Chief Data Scientist | Laura Kornhauser, CEO and Co-Founder

Demoed its technology that helps FIs leverage AI-based decision making to boost access to financial services. Demo video.

Latest update

  • Teamed up with Beneficial State Foundation to help combat racial disparities in lending.

Themis

  • HQ: New York City, New York, U.S.
  • Founded: 2021
  • CEO: Neepa Patel
Themis’ Founder and CEO Neepa Patel

Demoed its collaboration platform to help support and encourage partnerships between banks and fintechs. Demo video.

Latest update

  • Named a finalist in multiple categories including “Startup of the Year” by the U.S. Fintech Awards.

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The Conversation Continues: Greg Palmer and the Finovate Podcast with Quilo, Themis, Northern Trust, and More!

The Conversation Continues: Greg Palmer and the Finovate Podcast with Quilo, Themis, Northern Trust, and More!
By David Penn Posted on
Categories: Podcasting, Quilo, Themis

Finovate Podcast host Greg Palmer wrapped up a year’s worth of fintech conversations with this handful of episodes featuring Finovate Best of Show winners, innovative bankers, and insightful venture capitalists.

Find the Finovate podcast at Soundcloud and follow Greg Palmer on Twitter for the latest in programming news and updates.

Rob Antoniades, Co-founder and General Partner, Information Venture Partners

Finovate VP Greg Palmer talks with Information Venture Partners’ co-founder Rob Antoniades on whether or not now is a good time to launch a fintech company. Episode 156.

“What you should understand about our fund is that it’s all B2B. There are four themes that we specifically focus on – the key one is modernizing financial institutions. And whether that’s banks or insurers or asset managers or wealth managers, I think it’s all about bringing the technology, the digitalization, and more to these institutions to increase their competitiveness.”

Michael Ruttledge, Chief Information Officer and Head of Technology Services, Citizens Bank

Finovate podcast host Greg Palmer talks with Citizens Bank’s Michael Ruttledge for the CIO perspective on digital transformation in banking. Episode 155.

“We set out a bold vision to modernize the technology platforms and infrastructure through something we called Next Generation Technology Strategy. What I’m most excited about are some of the key critical businesses we have been able to enable. We’ve done a tremendous job moving to the cloud; we partner with both AWS and Azure and, with AWS, we’ve actually built a platform that’s really been able to unleash developers.”

Melanie Pickett, Head of Asset Owners, Americas, Northern Trust

Finovate’s Greg Palmer talks with Northern Trust Head of Asset Owners, Americas, Melanie Pickett on the institution’s digital journey. Episode 154.

“I joined Northern Trust specifically to launch a fintech within the bank called Front Office Solutions, where we serve the world’s largest and most complex endowments, foundations, family offices, and pensions, and help them with the very complex portfolios that they’re managing and some of the very complex data management challenges that they have.”

Neepa Patel, Founder and CEO, Themis

Finovate podcast host Greg Palmer talks with Themis founder and CEO Neepa Patel on expecting more from your compliance department. Episode 153.

“Themis is a collaboration tech platform. Think of something like Airtable or Jira or Monday, but specifically created for governance, risk, and compliance workflows. Our modules represent different workflows that your company is already doing, but are probably doing it in the most inefficient way possible. We’ve brought all those tools that you’re using (and) put that information into one holistic view so that you get a better sense of what’s going on with compliance in your company.”

Don Shafer, Co-Founder and Chief Evangelist, Quilo

Finovate’s Greg Palmer talks with Quilo co-founder and Chief Evangelist Don Shafer about the company’s transformative approach to funding loans. Episode 152.

“We need(ed) to build a platform that would enable a banker or credit union to provide all of their customers (with) a way to get a loan quickly. And so with Quilo, we’ve timed it over and over. If you’re already a customer of a bank or a member of a credit union, you can get your phone and apply, go through approvals and get funded, and have the money show up in your debit card in less than 70 seconds.”

Photo by Jean Balzan

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FinovateFall 2022 Best of Show Winners Announced

FinovateFall 2022 Best of Show Winners Announced
By David Penn Posted on
Categories: Best of Show, Debbie, FinovateFall 2022, Horizn, LemonadeLXP, Quilo, Stratyfy, Themis

With hundreds of ballots officially cast and carefully counted – here are the winners of Best of Show for FinovateFall 2022!

Debbie for its technology that leverages behavioral psychology and rewards to help users pay off 3x more debt and help lenders recession-proof members. Demo.

Horizn for its platform that helps financial institutions maximize the impact of digital and accelerate returns on digital investments with customers and employees. Demo.

LemonadeLXP for its digital growth platform that helps financial institutions and fintechs turn staff into digital experts and support digital customers. Demo.

Quilo for its technology that empowers lenders to digitally syndicate an individual personal loan at the time of underwriting, enabling them to provide more loans to more people. Demo.

Stratyfy for its technology that increases access to financial services by bringing true transparency and less risk to critical financial decisions that impact millions. Demo.

Themis for its collaboration platform designed for risk and compliance requirements to help accelerate partnerships between banks and fintechs. Demo.

We are grateful to all of our demoing companies for being a part of our biggest FinovateFall to date. Thanks as well to our sponsors, our partners, and – last but not least – our awesome attendees who continue to make our conferences among the most anticipated events on the fintech calendar each and every year. We look forward to seeing you again next fall!

Notes on methodology:
1. Only audience members NOT associated with demoing companies were eligible to vote. Finovate employees did not vote.
2. Attendees were encouraged to note their favorites during each day. At the end of the last demo, they chose their six favorites.
3. The exact written instructions given to attendees: “Please rate (the companies) on the basis of demo quality and potential impact of the innovation demoed.”
4. The six companies appearing on the highest percentage of submitted ballots were named “Best of Show.”
5. Go here for a list of previous Best of Show winners through 2014. Best of Show winners from our 2015 through 2022 conferences are below:
FinovateEurope 2015
FinovateSpring 2015
FinovateFall 2015
FinovateEurope 2016
FinovateSpring 2016
FinovateFall 2016
FinovateAsia 2016
FinovateEurope 2017
FinovateSpring 2017
FinovateFall 2017
FinovateAsia 2017
FinovateMiddleEast 2018
FinovateEurope 2018
FinovateSpring 2018
FinovateFall 2018
FinovateAsia 2018
FinovateAfrica 2018
FinovateEurope 2019
FinovateSpring 2019
FinovateFall 2019
FinovateAsia 2019
FinovateMiddleEast 2019
FinovateEurope 2020
FinovateFall 2020
FinovateWest 2020
FinovateEurope 2021
FinovateSpring 2021
FinovateFall 2021
FinovateEurope 2022
FinovateSpring 2022

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FinovateFall 2022 Sneak Peek: Themis

FinovateFall 2022 Sneak Peek: Themis
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Themis

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Themis is the first compliance collaboration tool to help companies accelerate partnerships with vendors, banks and fintechs.

Features

  • Requires very little implementation time
  • Allows for seamless collaboration with internal and external partners
  • Includes a ready to use compliance framework

Why it’s great

Themis is the first collaborative compliance tool built by the compliance industry.

Presenter

Neepa Patel, Founder & CEO
Formerly Patel was an OCC Bank Regulator, a Chief Compliance Officer at a Fintech and a Compliance Officer at Morgan Stanley / Deutsche.
LinkedIn

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