How they describe themselves: Swaystack helps banks and credit unions drive early engagement with gamified experiences that activate primacy, reduce dormancy, and turn new accounts into lasting relationships.
How they describe their product/innovation: Onboarding is broken. 44% of new accounts opened go inactive year 1 because it is notoriously hard to move over a primary banking relationship. Meanwhile, new account holder cost of acquisition and servicing is upwards of $500. Table stakes steps include funding, direct deposit, card subscription transfer, ACH bill payments, and more. Banks and credit unions win primary financial institution and top of wallet status with Swaystack’s gamified onboarding platform.
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: Har Rai Khalsa (CEO, Co-Founder), [email protected], 602-810-0745
How they describe themselves: Tradesk is a next generation investing platform built for the AI native investor. We combine AI powered insights, real time signals, and automated strategies with an intuitive interface that cuts through market noise. From fractional trading to personalized portfolio management, Tradesk delivers institutional grade tools in a modern, mobile first experience. Every update improves with user feedback, ensuring continuous innovation, smarter investing, and greater clarity for investors who want more than just a place to trade.
How they describe their product/innovation: Prism, Tradesk’s new AI powered feature, helps investors access market data traditionally reserved for advanced participants. By surfacing insights in an easy to use format, Prism supports informed decisions. It provides portfolio analysis, measures risk, explores securities and performance trends, highlights relative performance across sectors, surfaces emerging patterns, and delivers consumable information investors can use, reflecting Tradesk’s commitment to transparency, clarity, and empowering investors while maintaining regulatory standards.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Eric Chu (CEO), [email protected], 973-782-1688 Ext.1
Press: Med Yacoub (Marketing Director), [email protected], 646-872-2107
How they describe themselves: We are on a mission to empower community banks, credit unions and other financial institutions with Al and innovative business ecosystem model solutions. We aim to enhance the quality of services and products of community banks, improve customer relationship between banks and its customers and increase shareholder value. At TurmaFinTech, we strive to transform the FinTech landscape by delivering innovative, data-driven solutions tailored to the unique needs of our clients.
How they describe their product/innovation: TurmaFinTech’s advanced data platform RedBee enables community banks and credit unions to monetize their data and transform raw customer data into actionable insights that drive smarter marketing, help with retention, know who is likely to default, use upsell and cross-sell opportunities and personalized financial experiences.
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: Adam Turmakhan (CEO), [email protected], 857-999-1685
How they describe themselves: Tavant’s comprehensive mortgage solutions leverage AI and deep industry expertise to streamline the home loan process, offering innovative digital platforms that enhance customer experience, improve operational efficiency, and ensure compliance with regulatory standards, ultimately empowering lenders to deliver faster, more accurate, and personalized mortgage services. Tavant is committed to providing comprehensive AI solutions that drive enhanced performance, efficiency, and customer experience while significantly reducing origination cost and enabling lenders.
How they describe their product/innovation: Tavant’s LO.ai is an AI-powered platform designed to enhance loan officer productivity and borrower empowerment. By integrating generative AI, voice-enabled conversational AI, and advanced data security measures, LO.ai reduces sales costs, increases lead conversion, and ensures compliance with industry regulations. This innovative solution helps loan officers close more loans faster while providing borrowers with the knowledge and tools to make confident financial decisions.
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.: Sundeep Mathur (VP, Fintech Practice), [email protected], 626-290-6309
Press: Kieran Mital (Head of Fintech Brand & Marketing Strategy), [email protected], 714-496-6712
How they describe themselves: Stack AI is a no-code platform that enables enterprises to build and deploy AI agents across departments. Companies use Stack to automate tasks like onboarding, contract analysis, and support triage-without needing technical teams. Trusted by leading financial institutions and Fortune 500s, Stack AI helps organizations streamline operations, boost efficiency, and scale faster.
How they describe their product/innovation: We’re demoing Stack AI’s enterprise agent builder-a no-code platform that lets teams create custom AI agents to automate workflows across departments. From drafting RFPs to triaging support tickets, these agents plug into your existing systems and work out of the box. Trusted by global banks and Fortune 500s, it’s the fastest way to operationalize AI without writing code.
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: Mark Ontiveros (Head of AI Solutions), [email protected], 805-889-3549
How they describe themselves: QuickFi is the only embedded finance platform in the market for secured commercial equipment finance transactions. It allows business borrowers to initiate and complete equipment financing that previously took days or weeks in minutes.
QuickFi uses facial-recognition technology, A.I., and the latest mobile technologies to revolutionize the business equipment financing process.
Global equipment manufacturers and banks can easily adopt the end-to-end, 100% digital platform to cut costs and dramatically improve the borrower experience.
How they describe their product/innovation: The demo will highlight our new exclusive partnership with one of the largest construction equipment manufacturers in the world, and some of the new features of our 100% digital, borrower self-service embedded finance platform. With QuickFi, business borrowers can complete the onboarding, authentication of the business and the individual, credit underwriting, and documentation signing all in a matter of minutes on a highly secure lending platform.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Bill Verhelle (Founder & CEO), [email protected], 239-349-2332
Press: Joe Vu (SVP, Marketing), [email protected], 585-207-0279
How they describe themselves: At Quivly, we are building the first AI-native revenue management platform that is purpose built for B2B software and AI companies adopting flexible pricing models.
How they describe their product/innovation: Our post sales AI agents help revenue teams with deal level intelligence, usage metering, customer health insights and finding opportunities that help improve expansion and retention.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev. & Press: Chandrika Maheshwari (Founder, CEO), [email protected]
How they describe themselves: TAPP Engine, a WealthTech company that partners with credit unions and community banks to enhance financial wellness, strengthen loyalty, attract new users, and increase revenue and deposit retention. What sets us apart:
- Enterprise-Grade Infrastructure
- Institutional-Grade Connectivity
- Data-Driven Personalization
- Expanding Investment Options
- Flexible Revenue Model
- Registered Broker/Dealer & RIA
- Real-Time Funding/Trading
CUSO Partnership, WealthCabinet®, CUSO partially owned by six credit unions, to better serve the industry and accept investments.
How they describe their product/innovation: TAPP Engine is a private-labeled WealthTech platform built exclusively for credit unions and banks, delivering a broad suite of financial services and investment tools designed to engage and empower account holders.
The platform combines intuitive design, educational resources, and seamless accessibility to meet users where they are. Account holders gain access to self-directed, automated, and practice investing experiences-all within their digital banking environment.
We provide full market connectivity for trade execution, clearing, and custody.
Product distribution strategy: Through financial institutions
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Vincent Maggiulli (Head of Sales & Business Development), [email protected], 973-634-4209
Press: Joe Swint (CRO), [email protected], 512-787-5571
How they describe themselves: Quavo Fraud & Disputes is a leading technology partner and strategic advisor, helping issuing FIs build trust-driven customer relationships through faster, more transparent dispute resolutions. Our mission is to restore financial trust by simplifying fraud and disputes. Quavo’s award-winning technology, QFD, automates the entire dispute lifecycle, from intake to resolution. Scalable for institutions of all sizes, Quavo’s solutions reduce losses, ensure compliance, and enhance customer loyalty.
How they describe their product/innovation: QFD enhances its role as a true end-to-end dispute management system with two new AI-driven features: Inbound Communication and Representments. These tools analyze emails and documents to reduce investigation time and boost efficiency. Designed for each bank’s unique needs, QFD’s AI works on three levels: extracting insights for smarter dispute strategies, minimizing errors with AI-assisted decisions, and streamlining operations through intelligent automation.
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.: Craig Capp (VP, Sales), [email protected]
Press: Julia Lum (PR & Events Specialist), [email protected], 517-416-5891
How they describe themselves: Solda.ai is revolutionizing the way businesses approach sales with cutting-edge AI sales agents that automate the sales process while maintaining a human-like touch. Our agents deliver personalized, on-brand interactions, driving conversion rates up to 2x higher than traditional methods. With a less than 1% AI detection rate, we’re setting a new standard for AI-powered customer engagement.
How they describe their product/innovation: Our AI sales reps handle the sales process via phone, text, email, and chat. Leading fintechs and banks use us to automate onboarding, upsell, KYC, and retention calls with <1% AI detection at 60% cost.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Andrew Reese (GTM Leader), [email protected]
Press: Sergei Shalaev (CEO), [email protected]
How they describe themselves: SuperMoney.com is a financial services comparison platform on a mission to relieve financial stress by helping consumers make smarter money decisions. Its latest innovation, the SuperMoney App, automates personal finance by linking credit and bank data to recommend real-time actions-empowering users to optimize spending, savings, and borrowing effortlessly.
How they describe their product/innovation: The SuperMoney App is a game-changing personal finance platform that transforms how consumers engage with their money. By connecting real-time credit and banking data, it delivers intelligent recommendations that drive better financial decisions-automatically. For banking partners, it’s a powerful distribution channel that surfaces your products at the exact moment users need them, driving qualified leads and deeper engagement. It’s not just fintech-it’s the future of personalized, stress-free finance.
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.: Miron Lulic (CEO), [email protected]
Press: Press, [email protected]
How they describe themselves: ReSight eliminates the headache of report creation, automating the entire process so you don’t have to. It transforms days of manual work into minutes, ensuring accuracy, consistency, and efficiency. With an intuitive interface and powerful automation, ReSight streamlines critical reports, reduces resource expenditure, and enhances productivity. The platform also ensures brand consistency and data integrity, all with a simple pricing model. Say goodbye to tedious reporting – ReSight does it for you.
How they describe their product/innovation: The ReSight Reporting Platform consumes your data as-is – no “fix your data first” requirement – and produces your report with the click of a button. In our demo, you’ll see how ReSight generates pixel-perfect reports, exactly matching your existing formats. We’ll show how our quality control features ensure accuracy and consistency, eliminating manual errors. Whether deployed via SaaS or on-premise, ReSight seamlessly integrates into your workflow, transforming reporting from a tedious process into an instant, automated solution.
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: Patrick Ryan (CEO), [email protected], 303-653-2319
