How they describe themselves: Byne enables users to create secure LLM agents for enterprise use, addressing the tension between productivity gains and data security that emerged when ChatGPT was released. The solution allows companies to host LLM applications within their secure perimeter (on-premise or private cloud), enabling safe handling of sensitive data and integration with internal systems.
How they describe their product/innovation: Byne enables users to create secure LLM agents for enterprise use, addressing the tension between productivity gains and data security that emerged when ChatGPT was released. The solution allows companies to host LLM applications within their secure perimeter (on-premise or private cloud), enabling safe handling of sensitive data and integration with internal systems. The platform’s no-code interface makes it accessible to non-technical users, as will be demonstrated at the demo.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Borys Nadykto (Co-Founder), [email protected], +447785629569
How they describe themselves: Brim works with financial institutions, fintechs, and major brands to provide their commercial, SMB, and retail customers with an end-to-end credit card and payments platform. While minimizing the challenges with building and maintaining advanced financial technology solutions, our robust and modular platform is seemlessly embedded within our clients to empower and accelerate their growth. Brim’s Credit-Card-as-a-Service is recognized as best-in-class for product capabilities by Datos Insights & Deloitte’s Technology Fast 50 for growth.
How they describe their product/innovation: Brim’s turnkey, end-to-end platform and innovative product suite empowers financial institutions to enhance their SMB business and commercial banking services by providing solutions that scale as customers grow from small to large. Starting with seamless SSO integration within your existing digital banking, we roll out multi-product capabilities such as business cards, virtual cards, payments, invoicing accounting integration, enterprise workflow, and more.
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.: Tarique Khan (Business Development), [email protected], 905-399-8352
Press: Laurie Nico (Executive Coordinator), [email protected], 647-300-1787
How they describe themselves: Cyphr is a cutting-edge financial technology company revolutionizing the way financial institutions access, analyze, and leverage transaction data. Powered by our proprietary AI-driven language model, Cyphr offers an integrated ecosystem of solutions that streamline operations, enhance decision-making, and democratize access to capital. Our platform enables seamless onboarding, precise risk assessment, and comprehensive financial insights, positioning Cyphr as the go-to partner for institutions looking to transform their lending and financial processes.
How they describe their product/innovation: LoanReady is a powerful loan readiness platform designed to empower small businesses and financial institutions alike. By guiding users through a mock loan application, LoanReady assesses their eligibility, identifies potential gaps, and provides actionable insights to improve their chances of securing funding. Financial institutions can use LoanReady to better evaluate loan candidates, streamline the lending process, and enhance financial inclusion, making it a game-changer for both lenders and borrowers.
Product distribution strategy: Through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Jannae Gammage (CEO), [email protected], 816-647-1005
How they describe themselves: Dimply Hub is a self-service (or managed service) platform that allows our financial enterprise clients to build personalized real-time customer experiences to engage, educate, and convert their customers within their existing customer facing apps or websites.
Dimply has an easy to use experience builder that is used by product teams to build, verify, and deploy compliant personalized customer experiences that conform to our client’s brand guidelines to detail.
How they describe their product/innovation: Dimply’s solution is a no-code solution that empowers community banks and credit unions to deliver unified and personalized customer experiences without the need for deep technical expertise.
This approach not only democratizes access to cutting-edge fintech solutions but also ensures that our customers, regardless of their size or technical capability, can offer rich, personalized financial insights and experiences to their 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. & Press: Colm McLoughlin (Co-Founder & CGO), [email protected], 00353879603875
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]
