
A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.
ebankIT
ebankIT’s Agentic AI empowers FIs to boost engagement, streamline operations, and deliver hyper-personalized banking across every digital channel.
Features
- Agentic AI: Powers smarter decisions and automation
- Personalized journeys: Engages users across channels
- Efficiency and scale: Unlocks agility and fuels growth
Who’s it for?
Community banks and credit unions.
Jump
Jump’s AI meeting assistant streamlines client meetings, automates administrative tasks, reduces workloads, and strengthens relationships—positioning Jump as a leading AI solution for financial advisors.
Features
- Offers a live notetaking widget
- Connects to Zoom as an in-client app
- Provides a PDF export of notes and pre-meeting prep
Who’s it for?
RIAs, broker-dealers, independent advisors, and wealth management firms.
OPL
OPL, India’s AI-driven credit infra company, offers cashflow-based credit and transaction financing through its integrated framework, analyzing sales, purchases, and bank data via an AI-powered BRE.
Features
- Administers robust credit evaluation through AI-powered BRE
- Includes open banking integration via OPL’s APIs
- Provides auto-decisioning through OPL’s STP process
- Delivers pre-approved working capital offers
- Offers instant funding through digital line of credit
Who’s it for?
Tailored for BFSI and financial institutions to accelerate SME lending and cashflow-based financing.
Zeplyn
Zeplyn streamlines advisor workflows, cutting down tasks from hours to minutes with unmatched accuracy, while surfacing trends and insights that empower firms to optimize practice management.
Features
- Automates workflows with unmatched accuracy (ex. meeting notes, tasks, and CRM updates)
- Surfaces client trends and actionable insights
- Saves advisors 10+ hours weekly for enhanced client focus
Who’s it for?
Financial advisory firms and wealth teams, from solo shops to enterprises with more than $25B AUM.