How they describe themselves: Express Wages is a cutting-edge platform designed to revolutionize how businesses manage payroll and wage disbursements. Built with modern technology and a user-centric approach, Express Wages offers an intuitive, efficient, and reliable solution for employers looking to streamline their payroll processes.
How they describe their product/innovation: Express Wages is demoing a pop up on their app that will send the end user to a financial wellness experience to assist the end user with financial literacy and education.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Alfred Milan (CEO), [email protected], 901-489-3915
How they describe themselves: Finalytics.ai is a SaaS-based real-time digital engagement platform built specifically for financial services organizations. It uses AI-driven technology to personalize, orchestrate, and deliver one-to-one digital experiences that are timely, relevant, and tailored to individual members/customers and prospects. These personalized experiences enhance engagement and drive growth. The platform helps financial institutions improve conversion rates, optimize interactions, and stay competitive in a rapidly evolving digital landscape. Finalytics.ai enables organizations to leverage real-time data insights for smarter decision-making and more effective digital strategies.
How they describe their product/innovation: Finalytics.ai is demonstrating the latest advances in its AI-powered platform, highlighting how it integrates multiple data sources to deliver real-time, personalized digital experiences for financial institutions. The demo showcases how the platform creates stronger, more relevant connections between institutions and their members/customers—boosting conversion rates and accelerating growth. The platform’s ability to orchestrate meaningful, individualized journeys sets it apart in helping credit unions and community banks meet the rising expectations of their audiences.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Craig McLaughlin (CEO), [email protected] | [email protected], 415-806-3820
How they describe themselves: Homely’s unique AI powered platform empowers an individual’s journey to home ownership in a hyper-personalised way – combining education, spend management and financial rewards. Homely is initially targeting the 8m underserved UK consumers in private rented accommodation, who pay more in rent than a mortgage but struggle to realise the dream of Home Ownership. Homely has plans to expand the consumer journey to other financial outcomes alongside expansion outside the UK.
How they describe their product/innovation: Homely is the first end-to-end, AI-powered digital journey for first time buyers, empowering them to realise the dream of home ownership. Our hyper-personalised HomelyPlanTM engages the individual on their own personal journey developing a deep relationship over time to get them to mortgage quicker – enhancing their savings through rewarding everyday spending (and that of friends and family), building their credit and working with them to notify when MortgageReadyTM.
Product distribution strategy: Direct to Consumer (B2C), 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.: Paul Birkin (CTO), [email protected], 07767007224
Press: Steven Ward (CEO*), [email protected], 07949605725
How they describe themselves: Homegrown is driving savings for customers and financial institutions for lenders with energy efficiency insights. We help credit unions and banks attract new customers, align products with existing customers, and help their customers invest in their largest asset – their home.
How they describe their product/innovation: Homegrown’s white-labeled solutions for credit unions and consumer banks allow our partners to attract new customers, grow existing lending programs with targeted outreach campaigns, and track the savings impact across their portfolio. Homegrown provides digital tools and personalization, while you maintain the customer relationship – creating long term, sticky customers for your organization.
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.: Kevin Ruane (Co-Founder), [email protected]
How they describe themselves: Finalytics.ai is a SaaS platform designed specifically for financial services organizations. It leverages AI-driven technology to deliver personalized digital experiences that enhance customer engagement and drive growth. The platform provides tailored solutions that help financial institutions improve conversion rates, optimize member interactions, and stay competitive in the evolving digital landscape. Finalytics.ai enables organizations to harness data insights for better decision-making and more effective digital strategies.
How they describe their product/innovation: Finalytics.ai will be demonstrating its AI-driven SaaS platform, showcasing how it personalizes digital experiences for financial services organizations. The focus will be on how the platform uses data insights to enhance customer engagement, improve conversion rates, and drive growth. The demonstration will likely highlight the platform’s unique capabilities in delivering tailored digital strategies that help financial institutions stay competitive and effectively meet their members’ needs.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Craig McLaughlin (CEO), [email protected] | [email protected], 415-806-3820
How they describe themselves: Finli is a certified B Corporation dedicated to eliminating the access gap between small and medium-sized businesses (SMBs) and financial technology.
By providing a comprehensive and secure platform, Finli serves as the digital back office for thousands of business owners. We partner directly with financial institutions to help them grow deposits, offer competitive digital business services, deepen relationships with their clients, and identify lending opportunities.
How they describe their product/innovation: Through our FI Dashboard, we help financial institutions deepen relationships with small business clients and remain competitive with sleek digital solutions provided by NeoBanks and Megabanks. FI’s get access to real-time business health insights and get notified about lending and sales opportunities.
The SMB platform offers users an entire digital back office. The suite of tools is complete with invoicing + quoting tools, customer and inventory management systems, and a digital payments engine that settles deposits directly into your institution.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Lori Shao (Founder & CEO), [email protected], 866-343-4654
Press: Mackenzie Bressie (Head of Operations), [email protected], 707-743-3412
How they describe themselves and their product/innovation: Flextract uses AI to extract structured data from complex financial documents, eliminating manual copy-paste and enhancing accuracy.
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.: Rajesh Jayaraman (Founder & CEO), [email protected], 650-740-4078
Press: Rajesh Jayaraman (Founder & CEO), [email protected], 650-740-4078
How they describe themselves: getAIreports.com is a fintech company serving businesses of all sizes. We leverage AI to automate the generation of comprehensive reports, transforming complex data into clear, actionable insights. Our platform streamlines report creation for various industries, from financial services to healthcare. We improve efficiency for PE firms, enhance communication between advisors and clients, and help companies stay updated on market trends. Our solution is adaptable to any business that needs to generate reports quickly and accurately.
How they describe their product/innovation: getAIreports.com’s AI-powered report generation revolutionizes data analysis across industries. Our two-step process is simple: First, we meet to understand your report needs; second, we deliver the automated solution. From there, you never worry about manual report generation again. We help businesses close more deals with clear memos, assist in communicating with stakeholders, and enable efficient updates on complex data. By leveraging AI, we deliver actionable insights and summaries with minimal errors, saving time and improving decision-making.
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.: Jake Ruth (Co-Founder & CEO), [email protected], 914-471-1021
Press: Jake Ruth (Co-Founder & CEO), [email protected], 914-471-1021
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
