How they describe themselves: Addition Wealth is a financial wellness company that is dedicated to making personalized financial expertise inclusive and accessible. We fundamentally believe that every single person, regardless of how much money they have or how much money they make, should have access to the tools and resources they need to make smart financial decisions. We partner with forward-thinking companies including financial institutions, insurance companies, and employers to help individuals with their personal finances.

How they describe their product/innovation: Through our platform, we create meaningful relationships with individuals, empowering them to make smarter financial decisions and to make the most of their money. Our technology is built on the belief that a hybrid offering is stronger than a digital only or human only experience. We provide access to financial professionals, digital tools, resources, content, and more, all custom-designed to meet our partners’ needs, including white-labeling our technology for clients that want to provide a leading financial wellness experience for their own customers.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Ana Mahony (Founder & CEO), [email protected]
Press: Hally Peck (VP of Marketing), [email protected], 857-205-8553

How they describe themselves: CD Valet empowers your financial institution to compete online in the CD market with proven, targeted digital marketing solutions and online account opening.

• Featured CD Listings, Lead Generation Services, and Lead Qualification Based on Your Criteria
• CD Digital Account Opening Services
• New Digital Account Opening for IRA CDs
• CD Valet serves: Financial Institutions Offering Competitively Priced CDs and IRA CDs

How they describe their product/innovation: CD Valet empowers your bank or credit union to rival the largest financial institutions in the CD market through targeted digital marketing and robust account opening solutions. Our Open Now capabilities for our Featured CDs automate lead generation and lead qualification, supported by geo-targeting based on location or other criteria. Our end-to-end digital account opening services ensure higher conversion, and our new Online IRA brings digital ease and efficiency to these more complex account openings.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Josh Williams (Head of Partnerships), [email protected], 206-436-3428
Press: Mary Grace Roske (Head of Marketing), [email protected], 206-281-1740

How they describe themselves: Handling the end to end decline experience for lenders when they have to reject a borrower. SaaS solution that provides interactive Adverse Actions, a personalized Path to Yes and a lead tracking/nuturing system that turns declines from a cost center to a revenue driver.

How they describe their product/innovation: The Warm Decline allows a lender to offer a declined borrower clarity, a path forward, and coaching on when to reapply.

Product distribution strategy: Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Nathan Pinto (CEO), [email protected], 817-805-1149

How they describe themselves: Accelera is a comprehensive embedded payments stack for financial institutions that enables customer acquisition, streamlines payment operations and enhances customer experience.

Experience the Accelera Advantage by streamlining your operations, enhancing efficiency, and delivering exceptional customer experiences.

How they describe their product/innovation: Our flagship product Comply is a plug-n-play utility that integrates with existing payment infrastructures, ensuring ISO 20022 compliance with minimal disruption. It offers a robust validation solution and generates schema-compliant messages, enabling financial institutions to transition seamlessly to the new standard.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Raj Mohan (Co-Founder), [email protected], 248-996-3595
Press: Raj Mohan (Co-Founder), [email protected], 248-996-3595

How they describe themselves: CardLift empowers credit card issuers to maximize their share of wallet by offering a seamless, co-branded browser extension. This innovative tool simplifies the card activation process, automates payment method switching across online platforms, and promotes card benefits at checkout. By minimizing friction and boosting card usage through tailored offers and affiliate cashback, CardLift ensures issuers maintain a top-of-wallet position, driving significant revenue growth.

How they describe their product/innovation: CardLift’s new browser extension allows users to switch all their online payment methods to your bank’s card with a single click. It also introduces “One Tap Checkout,” promoting the card’s perks at checkout and offering extra cashback through affiliate partnerships. This streamlined process enhances the cardholder experience, making it easier to maximize rewards while driving increased revenue for issuers.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Rithwik Pattikonda (Founder), [email protected], 469-328-3769

How they describe themselves: Ascent streamlines and simplifies any and all product applications and forms across the FI without disrupting your existing systems and processes!

Ascent replaces the patchwork of full-stack product applications, static online forms, and PDFs with intelligent forms featuring pre-filled data, optional pre-screening rules and logic, and collaborative document collection. Most importantly, it learns from every interaction and uses those learnings to make subsequent experiences more contextual, with fewer questions for customers and less work for bankers.

How they describe their product/innovation: Ascent will showcase both the ease of deploying beautiful applications and forms, and also how the customer experience improves as the platform learns from each interaction.

After opening a new checking account, our “customer” returns at a later time to apply for a credit card and then returns once more to apply for a card limit increase. This simple example shows how quickly Ascent builds a holistic view of the customer, thereby making each experience better than the last, reducing abandonment, improving cross-sell, and growing loyalty.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Glen Fossella (Head of Customer), [email protected], 617-335-2181
Press: Glen Fossella (Head of Customer), [email protected], 617-335-2181

How they describe themselves: Abrigo is a leading technology provider of financial crime, compliance, credit risk, and lending solutions for over 2,500+ US financial institutions. Our financial crime solutions include end-to-end Anti-Money Laundering (AML), sanction screening, and fraud detection powered by AI/ML technology.

Trusted by 1 in 4 US institutions, Abrigo’s comprehensive platform has helped banking leaders combat financial crime, optimize operations, protect earnings, and manage risk for 20+ years.

How they describe their product/innovation: Abrigo Fraud Detection is an AI-powered platform that enhances the speed and accuracy of fraud detection, helping financial institutions reduce losses and protect customers. It identifies altered items, forgeries, and fraudulent checks by combining AI/ML check image analysis, a nationwide fraud data consortium, and a configurable rules engine. This approach ensures targeted efficiency, reducing fraud losses and saving personnel time.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Libby Sharman (VP, Marketing), [email protected], 984-242-2691
Press: Ami Atha-Thakkar (Account Manager), [email protected], 516-870-8780

How they describe themselves: Bud Financial (“Bud”) enriches financial data, identifying the likes of merchant, category, location and regularity of transactions to provide actionable insights and readable inputs for LLMs in the financial services industry.

Scaling rapidly, Bud has been a trailblazer in its use of AI since 2015 and has enabled banks and fintechs worldwide to surface customer context from their transaction data so that they can personalize the banking experience, proactively manage risk and optimize their business operations.

How they describe their product/innovation: Drive is democratizing access to enriched actionable insights with AI-powered analysis and a generative AI interface, allowing you to get all the insights you need in minutes, not days.

With a focus on transactional data, from either open banking sources or internal products, Drive transforms transactions into rich actionable insights with added customer context – all instantly available to power AI-driven recommendations and actions.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Nathan Mairs (Account Executive), [email protected]
Press: David Chaaya (Content Manager), [email protected]

How they describe themselves: Delfi aims to democratize Wall Street by making financial risk management solutions accessible to firms of all sizes and exposure. Too many are hit by volatility in interest rates, foreign exchange, and commodities but lack the resources and know-how to develop robust hedging strategies. Delfi aims to change this by bringing AI and machine learning risk management algorithms to the real economy.

How they describe their product/innovation: Delfi has developed an AI-enabled SaaS co-pilot to cost-effectively tailor risk-management strategy in minutes, protecting enterprises from interest rate risk. Delfi’s proprietary solutions include:

• Delfi’s proprietary AI, Oracle, using cutting-edge machine learning technology to generate customized actionable hedging strategies
• Delfi’s suite of powerful tools, Overwatch, running advanced realistic simulations of financial market conditions, balance sheet behavior and sophisticated pricing library of assets, liabilities, and financial securities

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Daniel Ahn (Co-Founder & CEO), [email protected], 857-998-9786
Press: Joseph Ahn (Co-Founder, Chief Strategy Officer & President), [email protected], 857-756-5722

How they describe themselves: APIMatic is a Developer Experience Platform that facilitates faster API adoption and integration via auto-generated API docs, SDKs, guides, walkthroughs, and an API playground. The heart of APIMatic is a code generation engine that generates code in multiple programming languages and is complemented by GenAI learning capabilities.

How they describe their product/innovation: Fintech use cases are complex, challenging the wide range of developers to adopt these APIs and build integrations quickly. APIMatic’s developer experience platform adds a layer of technology between our fintech partners and developers to make onboarding faster and more accessible through the power of automation and AI. Our demo showcases APIMatic solutions with an industry leader in the fintech payments space and demonstrates the future of financial integrations.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Tim Schwab (Sr. Account Executive), [email protected], 503-810-4164
Press: Sid Maestre (VP, Developer Relations), [email protected], 415-696-1038

How they describe themselves: CSS IMPACT is a leading provider of next-gen AI-driven debt collections ecosystems, adopted by large private enterprise collections firms, some with over 1,000 users, and by metropolitan municipalities, like San Francisco, Miami-Dade, and Utah State.

IMPACT 3.0 features powerful Copilot AI Assistants: Collector IQ+ for agents and IMPACT IQ+ for management, offering a ChatGPT-like interface for real-time data access and decision-making. It supports AI-driven debtor engagement via IoT platforms, dialers, text, email, chatbots, and portals.

How they describe their product/innovation: CSS is demoing a Next-Gen Debt Collections platform with built-in AI Copilot Assistants for Collectors and Executives. Using a single chatbox, users can ask questions to get data, strategies, and advice from AI, including deep analysis and forecasts with business intelligence. IMPACT Collector IQ+ acts as a real-time supervisor and executive advisor. IMPACT Agency IQ+ enables executives to type their needs and receive sophisticated financials, performance data, strategies, and revenues through dynamic reports and dashboards.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Sergio Seplovich (VP, Operations), [email protected], 877-277-4621 ext. 110
Press: Carl Briganti (President & CEO), [email protected], 877-277-4621 ext. 111

How they describe themselves: Corsound AI is a cutting-edge technology company equipped with over 200 patents, leading the field in voice intelligence solutions. As a key industry player, Corsound AI distinguishes itself with unique solutions, including voice-to-face matching technology and deepfake detection without a database. Notably, we are the only company capable of correlating face and voice, reconstructing a face image from a short audio sample without the need for a database. Our versatile solutions apply to both law enforcement and the financial industry.

How they describe their product/innovation: Corsound AI will demo the next generation of KYC verification. As AI advancements make old methods insufficient, Corsound AI showcases how its combined technologies prevent deepfake and identity theft. This innovative solution integrates voice-to-face matching and advanced deepfake detection, providing robust security for identity verification.

With over 200 patents backing its cutting-edge approach, Corsound AI is revolutionizing the industry, offering unparalleled protection for both law enforcement and financial sectors.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Orel Agmon (Head of Sales), [email protected], +972526525754
Press: Gal Haselkorn (CEO), [email protected], +972544543512