How they describe themselves: Eisen helps financial institutions manage customer accounts by providing proactive solutions for account offboarding. Specializing in handling inactive accounts, Eisen streamlines compliance processes from outreach to disbursements and escheatment, ensuring financial institutions maintain efficiency and regulatory adherence while minimizing customer harm.

How they describe their product/innovation: Eisen offers account offboarding solutions for financial institutions, streamlining compliance with regulatory outreach, disbursement, and escheatment requirements.

Eisen’s platform is the first streamlined product offering outreach, disbursement, and escheatment management in a single solution. Eisen empowers financial institutions to become proactive in managing their inactive customers.

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

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

Contacts:

Bus. Dev.: Allen Osgood (CEO), [email protected]
Press: Allen Osgood (CEO), [email protected]

How they describe themselves: Further empowers consumers to make financial decisions with confidence. We’re a comprehensive financial wellness platform offering three key benefits at no cost: Transparent financial education, real-time credit score monitoring, and advanced algorithms to match consumers with firm pre-approved offers from local credit unions. Unlike most marketplaces that promote the highest bidder, we’re committed to offering the best deals, bringing local credit unions to the forefront.

How they describe their product/innovation: Further offers two ways to meet a consumer’s financial needs. First, our embedded lending widget allows consumers to gain instant access to pre-approved financing options at the point of purchase based on creditworthiness. Second, our dashboard provides perpetual access to already approved offers as well as free credit score monitoring, personalized insights, and other financial tools and resources.

Product distribution strategy: Direct to Consumer (B2C), through other fintech companies and platforms

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

Contacts:

Bus. Dev.: Madison Homan (Marketing & Business Development Manager), [email protected], 502-319-3089
Press: Samantha Wheeler (Account Representative, Williams Mills), [email protected], 205-789-8136

How they describe themselves: Fin3 is a trailblazer in the digital payments space and invented a new payment method – Digital Drafts – based on changes to payment law, specifically UCC Article 12. We’re focused on reducing check fraud and creating operational efficiencies at FIs and SMBs. Fin3 is already integrated into the core of Jack Henry, FIS, FISERV & more based on customer needs.

How they describe their product/innovation: Fin3 is showcasing Digital Drafts to prospective FIs, insurance companies and other users of physical checks (drafts):

• Replacement to today’s Physical Checks
• All of the legal benefits of a check, but 100% digital
• Safe, Secure, More Flexible
• Integrated with Bank Core Software
• Provides Full Control & Transparency
• Payors Can Transfer Ownership to Payee 24/7/365

Product distribution strategy: B2B, through FIs, fintech companies and platforms, licensed

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

Contacts:

Bus. Dev.: Jeff Manchester, [email protected], 203-556-0205
Press: Albert Szmigielski, [email protected], 833-363-8324

How they describe themselves: GPTadvisor is a tech startup transforming the wealth management sector by integrating the latest generative AI tech. GPTadvisor enhances the efficiency and effectiveness of financial professionals worldwide, offering tools and insights that streamline complex decision-making processes. The company’s mission is to equip wealth managers with innovative solutions to thrive in the competitive and rapidly evolving financial landscape.

How they describe their product/innovation: GPTadvisor^® is the state-of-the-art SaaS platform designed specifically for the wealth management industry. It leverages advanced generative AI to provide precise, AI-driven insights and tools for investment analysis, portfolio management, and client advisory. This platform ensures reliability, speed, and adaptability in handling financial data, setting a new standard for personalised client service and strategic investment management.

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.: Nacho Díaz de Argandoña (CPO), [email protected], +34-609206286
Press: Nacho Díaz de Argandoña (CPO), [email protected], +34-609206286

How they describe themselves: FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing the digital banking offerings from banks, CUs, and fintechs, FinTech Insights allows its users to innovate faster, speed up their product releases, and de-risk their product strategy.

FinTech Insights empowers organizations such as Citi, Wells Fargo, US Bank, Fifth Third, America First CU, UBS, Golden1 CU, NBC, Backbase, Q2, and many more to uncover fast unmet customer needs and go behind competitors’ login screens.

How they describe their product/innovation: In Q3 2023, FinTech Insights released its brand new GenAI module (FinTech Insights GPT) that runs advanced queries through our database using natural language and answers complex questions. At Finovate Spring 2024, we demonstrated how FinTech Insights GPT can deeply analyze the competitive landscape of each bank.

Now, we are further showcasing its ability to deliver actual, actionable insights within seconds. Product research processes that could take months to complete can now be performed in less than a minute, with immense accuracy.

Product distribution strategy: Direct to Business (B2B)

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

Contacts:

Bus. Dev.: Nickolas Belesis (VP, Growth), [email protected], 332-330-0981
Press: Domniki Athanasiadou (VP, Marketing), [email protected], 18457098353

How they describe themselves: Yodaplus, established in 2016, is a dynamic IT services company with a team of 40 professionals specializing in bespoke IT solutions, blockchain integration, and AI-driven services. We excel in custom software development, blockchain projects, and AI solutions and have our own proprietary reporting platform, GenRPT. Yodaplus stands out for its agility, innovative technology focus, end-to-end solutions, client-centric approach, and a proven track record in delivering disruptive IT solutions.

How they describe their product/innovation: GenRPT transforms data interaction by connecting with multiple types of data sources like SQL, PDF, Excel, Email, and Chats through an intuitive interface, powered by generative AI. This smart platform identifies the best charts, tables or text to visually represent your data, ensuring a compelling exploration experience. Dive into dynamic, AI-generated reports that are fully customizable, making data analysis and sharing seamless. With GenRPT, effortlessly turn complex data into actionable insights. Embrace the future of data analysis with GenRPT.

Product distribution strategy: Direct to Consumer (B2C), 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.: Amit Pareek (Head of Marketing), [email protected], +91-67725046
Press: Amit Pareek (Head of Marketing), [email protected], +91-67725046

How they describe themselves: Eko enables 10,000 banks and credit unions to offer a digital investing solution, directly on their existing banking platforms via our white-label solution. This way, financial institutions can offer investments to all their clients instead of only serving the top 1% via financial advisors – all without having to build anything and hire anyone.

How they describe their product/innovation: Financial institutions use Eko’s digital investment platform to offer digital investing directly on their existing banking platforms via our white-label solution. This way, financial institutions can offer digital investing as simple as they offer digital banking.

Product distribution strategy: Through financial institutions

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

Contacts:

Bus. Dev.: Mart Vos (CEO), [email protected], 917-744-9432
Press: Mart Vos (CEO), [email protected], 917-744-9432

How they describe themselves: Fizen Technology excels in Enterprise IT Outsourcing, serving as a trusted Technology Partner globally. Our mission is to seamlessly integrate as an extension of your IT Department, offering specialized support and expertise. We also provide Software as a Service (SaaS) based compliance screening technologies and deploy experienced consultants attuned to industry nuances. Our dedicated team prioritizes customer service and quality, forming the foundation for executive decisions.

How they describe their product/innovation: Fizen’s all-in-one compliance screening platform, Verify, consolidates essential due diligence checks for banks and financial institutions. Our centralized system streamlines critical processes like KYC, OFAC, Restricted Industries, Beneficial Ownership, and more, providing clients a comprehensive solution to efficiently screen and monitor customers and business partners. By bringing key compliance tools into one intuitive platform, Fizen enables institutions to simplify compliance, reduce risk, and focus on core business priorities.

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.: Julia Concolino (Director of Marketing), [email protected], 412-525-1709
Press: Julia Concolino (Director of Marketing), [email protected], 412-525-1709

How they describe themselves: Nana (GetGrant) is a burgeoning company that recently launched its initial product, marking the first milestone of a larger vision. Within just 10 weeks, it has already attracted significant traffic, demonstrating a strong market demand for its offerings.

How they describe their product/innovation: Nana is an all-in-one platform designed to provide SMBs with rapid access to non-diluted funding. Leveraging advanced AI technology, Nana aims to eliminate the need for costly and opaque middlemen, consolidating these services into one efficient platform.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev. & Press: Yaryna Hotlib (CEO), [email protected]

How they describe themselves: Foresight is the operating system for the private market. They’re on a mission to help lenders, buyers, and investors make the right decisions faster about private companies. They do this by providing software that unifies every type of data about private companies and integrates it into powerful visualization, analysis and modeling tools for sourcing, diligence, and portfolio management. Learn more at foresightdata.com.

How they describe their product/innovation: Foresight offers three connected products that cover the private market lifecycle: sourcing, diligence, and portfolio management. Foresight’s infrastructure uses AI to integrate and unify disparate sources of critical private company data – third-party data, company KPIs, cap table, CRM, and fund accounting. Foresight integrates this unified data into software modules that let customers filter the universe of private companies, do data-driven diligence, and manage and maximize the value of their investments.

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

Contacts:

Bus. Dev. & Press: Adam Devine (CRO & Co-Founder), [email protected], 917-331-4375

How they describe themselves: FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing the digital banking offerings from banks, CUs, and fintechs, FinTech Insights allows its users to innovate faster, speed up their product releases, and de-risk their product strategy.

FinTech Insights empowers organizations such as Citi, Wells Fargo, US Bank, Fifth Third, America First CU, UBS, Backbase, Q2, and many more, to uncover fast unmet customer needs and go behind competitor’s login screens.

How they describe their product/innovation: In Q3 2023, FinTech Insights released its brand new GenAI module (FinTech Insights GPT) which runs advanced queries through their database using natural language and answers complex questions.

Now, they’ll present how FinTech Insights GPT can analyze each bank’s competitive landscape in depth and provide actual and actionable insights in a matter of seconds. Product research processes that could take months to complete can now be performed in less than a minute, with immense accuracy.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: Nickolas Belesis (VP of Growth), [email protected], +1 332-330-0981
Press: Domniki Athanasiadou (VP of Marketing), [email protected], +1 845-709-8353

How they describe themselves: Finalytics.ai revolutionizes how credit unions connect with their members by leveraging advanced analytics to provide personalized digital experiences.

How they describe their product/innovation: The Finalytics Platform uses real-time data and AI to personalize user experiences on credit union websites, increasing engagement and member satisfaction.

Product distribution strategy: Through financial institutions

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: John McKenna (VP of Sales), [email protected], 848-287-8518
Press: Michael Carter (CMO), [email protected], 901-907-2359