How they describe themselves: Whatfix is a leading digital adoption platform (DAP) provider that helps enterprises maximize the value of their technology investments. Powered by its AI-native engine, ScreenSense, Whatfix delivers real-time, contextual guidance, analytics, and training across applications. Trusted by 700+ global enterprises, including Fortune 500 companies, Whatfix enables organizations especially in financial services to drive user adoption, ensure compliance, and accelerate business outcomes across complex digital workflows.
How they describe their product/innovation: Whatfix AI is an AI-native digital adoption platform that helps financial institutions drive adoption and ROI from core and AI systems. Powered by ScreenSense, it understands user context and intent to deliver real-time, in-flow guidance. AI Agents accelerate content creation, insights, and user assistance, while Product Analytics provides visibility into adoption and workflow performance. Mirror with AI Roleplay enables risk-free simulation and training ensuring compliance, productivity, and measurable outcomes across complex banking workflows.
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.: Jijnyasa Patowary (Team Lead – Field Marketing, Event Coordinator), [email protected], +919706006039
How they describe themselves: Vine Financial is an AI-powered commercial lending platform built for banks, credit unions, and agricultural lenders. Vine supports the full lending lifecycle – from loan application through underwriting, financial spreading, and loan management – enabling credit teams to work faster and more accurately without sacrificing underwriting discipline. Built to adapt to each institution’s unique workflow, Vine helps lenders modernize operations, reduce manual effort, and make better credit decisions at scale.
How they describe their product/innovation: At FinovateSpring, Vine will be showcasing its new AI Assistant – a conversational tool embedded directly in the credit workflow. Lenders can ask questions about a deal, a borrower, or any documents uploaded into the platform and get instant, grounded answers without ever leaving the platform. It’s a meaningful step forward in how credit teams interact with data – faster answers, less manual digging, and more confident decisions at the deal level.
Product distribution strategy: Through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Justin OBrien (CPO), [email protected], 972-822-5270
How they describe themselves: VentusAI transforms raw transaction data into a cross-category behavioral intelligence layer spanning 3,000+ spending subcategories – surfacing life events, dynamic personas, and real-time intent signals. Banks use this intelligence to personalize every touchpoint across the customer journey, driving higher retention, higher lifetime value, and higher assets under management.
How they describe their product/innovation: VentusAI’s platform ingests raw transaction data and outputs cross-category behavioral intelligence spanning 3,000+ spending subcategories – including life events, dynamic personas, and predictive intent signals. Designed for enterprise deployment, the platform integrates with core banking systems, CRMs, and marketing orchestration tools out of the box. SOC II and PCI DSS compliant, VentusAI is ready to plug into existing workflows and power personalized experiences across every banking function.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Marco Ma (CEO & Co-Founder), [email protected], 267-315-5303
How they describe themselves: Veep is an AI-powered company helping community banks and credit unions compete with digital challengers like Chime. Our patent-pending Risk and Wellness Scores enable real-time funds access and promote financial wellness. We partner with financial institutions to grow deposits, deepen customer relationships, and deliver innovative, community-focused services that stand out in the market.
How they describe their product/innovation: Veep’s latest innovation is an AI-driven Risk & Wellness Scoring platform that uses patent pending AI models to assess customer financial health and risk. Embedded directly into digital banking it enables secure, real time access to funds while empowering community banks and credit unions to offer Chime-level capabilities, drive deposit growth and promote financial wellness with a differentiated, community first approach.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Sharon Kirby-Wright (Global Sales & Partnerships), [email protected], +44 07970022668
How they describe themselves: Every investment and financial firm has access to the same AI models. Where is your edge?
uncharted brings together PhDs from technical and non-technical fields with real-world investment and financial services experience across private equity, quant investing, insurance, and banking. We help investment and financial firms to create a sustainable edge in the AI era – compounding their knowledge and capabilities over time. Leave your competitors behind, instead of becoming more like them.
How they describe their product/innovation: uncharted’s flagship platform, Alloy, transforms how investment firms synthesize public and proprietary data into investment decisions. AI models have become commodities, but your firm’s edge must remain unique. Alloy bridges the gap by integrating seamlessly with your data sources to augment complex investment analysis workflows. Designed for lean teams in private equity, hedge funds, family offices, or banks, Alloy turns raw information into institutional-grade conviction at machine speed.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Community banks
Contacts:
Bus. Dev. & Press: Benedikt Krob (Co-Founder), [email protected], 919-408-6765
How they describe themselves: WNSTN is on a mission to empower FIs to adopt AI functionality. With our turnkey, API-based AI agents, WNSTN delivers a superior user experience, enabling personalization at scale to drive deeper engagement and increase lifetime value for investment platforms, brokers and wealth managers. From a team with decades of experience building financial products, our AI-powered platform was built for the needs of the industry with a rigorous, compliance-first approach that is secure, transparent and responsible.
How they describe their product/innovation: WNSTN is a multi-AI-agent VRM system that monitors AI investment assistant activity within trading platforms, strengthening relationships between brokers and users. We provide tailored AI agents built to the highest compliance standards, along with robust back-office tools to monitor AI/user interactions and provide actionable insights. We believe the future lies in empowering financial institutions to control and leverage AI-not be replaced by it. Our technology boosts engagement and brand loyalty.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Community banks
Contacts:
Bus. Dev.: Jamie Rakover (CRO), [email protected]
Press: Roy Michaeli (CEO), [email protected]
How they describe themselves: Founded by former Google engineers, Zeplyn is rebuilding the Wealth Management experience from an AI-native lens. Our Agentic AI Assistant automates the manual tasks across client acquisition, onboarding, and relationship management workflows, freeing financial advisors to invest time where they’ll earn highest returns: building relationships and scaling their business. Our flagship product, Zeplyn Meeting Assistant, reduces manual work associated with client engagements by more than 90%, saving advisors 12+ hrs/week, empowering personalization at scale.
How they describe their product/innovation: Zeplyn Meeting Assistant is a compliant and secure Agentic AI technology that captures client interactions across video, in-person, or phone calls, and converts them real-time into structured data with unparalleled accuracy. It also automates data entry into CRMs and powers additional workflows, such as auto-drafting personalized emails, equipping client service teams with prioritized next steps, summarizing data into client recaps and meeting prep, and surfacing client and advisory trends and insights, empowering firms to optimize practice management.
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.: Era Jain (CEO & Co-Founder), [email protected]
Press: Mariangel Babbel (Head of Marketing), [email protected]
How they describe themselves: Winnow ® is a database-driven RegTech platform that provides subscribers with accurate topic-driven surveys and automated compliance change management. Winnow catalogs over 80,000 individual state and federal law requirements maintained by an experienced team of attorneys and professionals. Winnow delivers compliance solutions for mortgage, auto financing, credit cards, banking, privacy, cybersecurity, and more. Its recent Winnow AI addition provides lightning-fast answers to basic legal questions leveraging attorney-reviewed content.
How they describe their product/innovation: Since our previous FinovateFall appearance, Winnow has released several new features that provide incredible value to our customers. Some of the features demoed will include our recent launch of Excel exports for surveys, expanded coverage for banking, the addition of bills, historical surveys, improved defined terms, and our expansion into serving law firms.
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.: Wendy Lovett (VP, Sales & Business Development), [email protected], 949-674-4909
Press: Bart Welt (VP, Design & Marketing), [email protected], (949) 674-4920
How they describe themselves: Veep is an AI-powered company helping community banks and credit unions compete with digital challengers like Chime. Our patent-pending Risk and Wellness Scores enable real-time funds access and promote financial wellness. We partner with financial institutions to grow deposits, deepen customer relationships, and deliver innovative, community-focused services that stand out in the market.
How they describe their product/innovation: Veep’s latest innovation is an AI-driven Risk & Wellness Scoring platform that uses patent pending AI models to assess customer financial health and risk. Embedded directly into digital banking, it enables secure, real-time access to funds while empowering community banks and credit unions to offer Chime-level capabilities, drive deposit growth, and promote financial wellness with a differentiated, community-first approach.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: John Weinkowitz (COO), [email protected], 302-690-2915
Press: Sharon Kirby (GM/Global Head of Partnerships), [email protected], +44 7970 022668
How they describe themselves: Vertice AI is a customer growth solution that leverages analytical models to transform existing data into actionable, personalized product and service recommendations for marketing and customer engagement programs. The platform empowers lean teams across marketing, retail, and strategy to better understand customers, refine outreach, and drive measurable growth, without needing to hire data scientists or overextend internal resources. The solution includes different modules designed to enhance engagement: CORE, ACQUIRE, and COMPOSE.
How they describe their product/innovation: Vertice CORE and ACQUIRE equip community financial institutions with AI-driven insights to score customer engagement, predict next products, and identify high-potential prospects using enriched Experian data. Vertice’s AI Agents leverage this context to autonomously build personalized, product-driven campaigns, streamlining marketing and eliminating generic outreach. Vertice COMPOSE further enhances efficiency by generating compliant, on-brand content for email, text, and social channels.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Mitch Rutledge (CEO), [email protected], 678-462-1461
Press: Gabriela Fowler (PR Account Representative), [email protected], 678-781-7229
How they describe themselves: Vesuvio Pay is a New York-based fintech reshaping the future of Text Commerce, Payments and AI-powered marketing features. Backed by a growing IP portfolio and over 28 years of combined e-commerce expertise, we solve key inefficiencies across the digital sales funnel, rising CAC, underperforming mobile marketing ROI, poor app retention, and limited access to actionable customer data. Our platform transforms messaging into a high-performance, data-driven sales channel, enabling smarter, faster, and scalable revenue growth through text commerce.
How they describe their product/innovation: Vesuvio Pay is a patented fintech SaaS solution that empowers e-commerce brands and content creators to drive revenue through mobile and text-based shopping. As customer acquisition becomes more costly and shopping journeys become more fragmented, Vesuvio bridges content, marketing, and payments into a single, streamlined sales channel. With advanced text cart and wallet features built into a secure, mobile-first checkout flow, the platform turns real-time engagement into seamless purchases, unlocking new opportunities for conversion.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Ticku Koshy (COO), [email protected], 631-315-2323
How they describe themselves: Visa, founded in 1958 and headquartered in San Francisco, is a global digital payments leader empowering commerce in over 200 countries. It connects consumers, merchants, financial institutions, and governments via its secure, scalable technology—VisaNet—for seamless credit, debit, and prepaid transactions. Through innovation and strategic value-added services, Visa drives trillions in payment volume, while its trusted brand, vast reach, and digital-first infrastructure uplift economies and unlock possibilities everywhere.
How they describe their product/innovation: Visa’s Digital Issuer Solution suite provides innovative SDKs, APIs, and dev tools that deliver seamless digital card experiences—from instant provisioning to mobile wallets, real-time spending controls, and global support. Streamline implementation with network-agnostic infrastructure and deploy cutting-edge features like Digital Card Sharing, In-App Provisioning, and Subscription Management. Drive digital channel engagement, card spend and innovation.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Zac Cady (Global Product Marketing Director, Issuing Solutions (VAS)), [email protected], 415-302-9567
How they describe themselves: Vertice AI is a customer growth solution that leverages analytical models to transform existing data into actionable, personalized product and service recommendations for marketing and customer engagement programs. The platform empowers lean teams across marketing, retail, and strategy to better understand customers, refine outreach, and drive measurable growth, without needing to hire data scientists or overextend internal resources. The solution includes different modules designed to enhance engagement: CORE, ACQUIRE, and COMPOSE.
