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FinovateSpring 2025 Sneak Peek Series: Part 1

FinovateSpring 2025 Sneak Peek Series: Part 1
By Madeline Clines Posted on
Categories: Cinareo Solutions, Covet, FinovateSpring 2025, FinovateSpring 2025 Sneak Peek, Kaian, TAPP Engine, Winnow

A look at the companies demoing at FinovateSpring in San Diego on May 7 – 9. Register today using this link and save 20%.

Cinareo Solutions

Cinareo is a SaaS solution designed for scenario-based capacity planning for both agents and support staff at a contact center, including financial analysis and recruitment and training planning.

Features

  • 50% time savings for workforce planners adopting cloud-based planning
  • 20% cost reduction while keeping high service levels and productivity
  • 25% improvement in service efficiency and customer satisfaction

Who’s it for?

Any financial institution with a contact center that has over 100 seats.

Covet

Covet transforms estate organization by consolidating financial, physical, and digital assets into a real-time estate summary—unlocking insights for advisors and financial institutions.

Features

  • Provides complete estate visibility across financial, physical, and digital assets
  • Automates estate documents that are generated and updated seamlessly
  • Delivers scalable, automated updates for assets and family changes

Who’s it for?

Financial advisors, wealth management firms, family offices, credit unions, investors, and individual clients seeking seamless estate organization, automated updates, and multigenerational insights.

Kaian

Kaian’s white-label solution helps banks and credit unions support customers and members.

Features

  • Supports bill payment challenges for customers and members
  • Rewards smart spending habits to improve financial behavior
  • Drives loyalty and increases lifetime value for banks and credit unions

Who’s it for?

Credit unions and community banks.

TAPP Engine

TAPP Engine bridges the gap between banking and wealth, helping financial institutions grow by embedding white-labeled investment solutions that enhance engagement, drive revenue, and strengthen loyalty.

Features

  • Delivers an intuitive design, educational resources, and accessibility
  • Provides access to self-directed, automated, and practice investing experiences
  • Offers institutional-grade connectivity with data-driven personalization

Who’s it for?

Credit unions, banks, fintechs, RIAs, independent broker dealers, and more.

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
  • Bills: View bills linked to relevant requirements and defined terms
  • Historical Surveys: Build compliance surveys based on a past date

Who’s it for?

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

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FinovateFall 2024 Sneak Peek Series: Part 3

By Madeline Clines Posted on
Categories: Abrigo, Bancography, Diadem Capital, Efigence, FinovateFall 2024, FinovateFall 2024 Sneak Peek, iDENTIFY, Nest Bank, Rapid Finance, Winnow

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

Abrigo

Abrigo has been trusted by 2,500+ financial institutions for over 20 years to fight financial crime. The organization’s FinCrime suite includes market leading AML and fraud solutions.

Features

  • Offers AI/ML-powered check image analysis
  • Delivers nationwide consortium of check fraud data
  • Includes configurable rules engine

Who’s it for?

U.S. banks and credit unions.

Bancography

Branches consume sizable capital and noninterest expense costs. Bancography Plan maximizes those investments by identifying opportunities to deploy new branches and reconfigure or close current ones.

Features

  • Examine prospective merger candidates
  • Identify overlapping branches and forecast attrition
  • View full pro forma financial impact, before and after closures
  • Detect impacts on efficiency ratio and ROA

Who’s it for?

Banks and credit unions.

Diadem Capital

Diadem Capital is a deal flow engine and fundraising solution connecting private companies to private capital ranging across venture capital, private equity, venture debt, and non dilutive funding sources.

Features

Diadem Capital helps investors and lenders streamline due diligence, showcasing only the top prospects. Founders get one-to-one intros to otherwise inaccessible investors.

Who’s it for?

Diadem Capital is a two-sided marketplace catering to any private capital provider looking for deals and private company looking for capital. It is sector, stage, and geography agnostic.

iDENTIFY

iDENTIFY revolutionizes banking with a data validation tool that seamlessly integrates legacy and modern tech, transforming raw data into actionable insights for banks.

Features

  • Offers real-time data validation
  • Delivers seamless integration
  • Provides enhanced insights

Who’s it for?

Banks and credit unions.

Nest Bank & Efigence

Nest Bank, Poland’s first AI-enhanced bank, offers entrepreneurs and individuals innovative payment methods and personalized services. Efigence is a technology company that has been in operation since 1995.

Features

  • Expense tracking: Monitors and categorizes spending
  • AI-driven predictions: Forecasts future trends from users’ past actions
  • Placing instructions: Makes money transfers or issues virtual cards

Who’s it for?

Nest! has a diverse range of clients: Individuals and entrepreneurs who drive over 50% of Poland’s GDP.

Rapid Finance

Rapid Finance empowers enterprises to streamline their small business lending program. Lynx helps users take control of their data and unlock its potential.

Features

  • Offers comprehensive and holistic 360° views of customers
  • Advanced AI and analytics provides real time insights and patterns
  • Customizable rules engine allows users to automate decision making

Who’s it for?

Banks, credit unions, fintechs, neobanks, lending institutions, payment processors, insurance companies, lending and banking platforms, investment banks, wealth management firms, and more.

Winnow

Winnow AI leverages the power of LLP and NLP artificial intelligence. It allows customers to get lightning-fast answers to basic legal questions around topics that Winnow covers.

Features

  • Quickly answers basic legal questions
  • Generates responses based on Winnow’s 60,000+ attorney-reviewed legal requirements
  • Reduces time and effort typically spent on legal research

Who’s it for?

Banks, credit unions, fintechs, and lenders.

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FinovateSpring 2024 Sneak Peek Series: Part 2

By Madeline Clines Posted on
Categories: APIMatic, Blee, Finalytics.ai, FinovateSpring 2024, FinovateSpring 2024 Sneak Peek, TransUnion, Winnow

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

APIMatic

APIMatic’s mission is to make integrating APIs quick and straightforward for developers via automatic code generation. Customers include fintech giants Paypal, VISA, Maxio, and many others.

Features

APIMatic’s developer experience platform adds a layer of technology between fintech partners and developers to make onboarding faster and more accessible through the power of automation and GenAI.

Who’s it for?

Banks and fintechs heavily invested in API programs.

Blee

Blee helps compliance and legal teams automate the review and oversight of marketing, product, and sales materials using AI, ML, and custom automation.

Features

  • Centralized platform for content review and approval, powered by AI
  • Ongoing monitoring and oversight of websites and social media
  • Faster content approvals while maintaining oversights

Who’s it for?

Direct-to-consumer and direct-to-SMB regulated entities such as banks, credit unions, and fintechs.

Finalytics.ai

Finalytics.ai is a real-time data analytics platform, empowering community financial institutions with tailored customer experiences through big data and machine learning.

Features

  • Personalized customer journeys using a “segment-of-one” approach
  • Dynamic segmentation and content tailoring
  • Enhanced digital strategy and implementation consulting

Who’s it for?

Community financial institutions, including banks, credit unions, and potentially other payment providers seeking advanced data analytics solutions for personalized customer experiences.

TransUnion

TransUnion is a global information and insights company that makes trust possible by ensuring each person is reliably represented in the marketplace.

Features

Enhanced BreachIQ helps consumers proactively protect their identities by

  • Generating personalized Identity Safety Scores
  • Measuring incident severity via Breach Risk Scores
  • Tailoring Action Plans to incidents

Who’s it for?

Banks, credit unions, and fintech companies.

Winnow

Winnow AI leverages the power of LLP and NLP artificial intelligence to deliver lightning-fast answers to basic legal questions around topics that Winnow covers.

Features

  • Quickly answers basic legal questions
  • Generates responses based on Winnow’s 60,000+ attorney-reviewed legal requirements
  • Reduces time and effort typically spent on legal research

Who’s it for?

Banks, credit unions, fintechs, and lenders.

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