How they describe themselves: TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. They make trust possible by ensuring each person is reliably represented in the marketplace. As a result, consumers and businesses can transact with confidence and achieve great things. They call this Information for Good® – and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.
How they describe their product/innovation: Part of the TruEmpower set of solutions from TransUnion, Enhanced BreachIQ replaces generic one-size-fits-all resources with modern, gamified consumer identity protection. Its complex and proprietary engine removes the confusion that causes consumer inaction by generating an Identity Safety Score based on a user’s unique data breach history, Breach Risk Scores measuring the severity of incidents where their data was exposed, and a Personalized Action Plan of practical, effective mitigation steps to reduce their risk.
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, Community Banks
Contacts:
Bus. Dev.: Jennifer Lafond (VP, Sales Leader), [email protected]
Press: Dave Blumberg (Senior Director, Public Relations), [email protected]
How they describe themselves: Tennis Finance provides an automated AI compliance and risk management solution related to customer complaints and external communications. Tennis Finance streamlines banking back-office tasks by ingesting customer data to create a holistic compliance view and generating action plans. Their platform reduces compliance risk, saves hundreds of hours, and provides benefits to the end consumer.
How they describe their product/innovation: Rally enables financial institutions to ingest complaints and customer data to automatically flag compliance issues and understand trends among customer conversations. Tennis can provide a trends analysis among issues accross conversations and interactions and create AI generated plans to fix these issues to drive the biggest impact.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Jake Pimental (CEO), [email protected], 803-556-0928
How they describe themselves: Streetbeat has been on a mission to deliver more information, more clarity and more confidence to people, redefining the future of investing with the power of AI. They are an innovative AI-powered financial advisor that supports individuals to take charge of their financial future. By harnessing state-of-the-art generative AI technology, Streetbeat offers personalized investment strategies designed to align seamlessly with each investor’s unique goals and risk tolerance.
How they describe their product/innovation: The Streetbeat Financial AI API is a powerful set of data and functions designed to enhance fintech applications. It provides real-time financial data, access to over 250 datasets, and tools for algotrading, backtesting, and applying modern portfolio theories. Ideal for B2C financial companies, like brokers, banks, websites and financial apps, this API requires just a few hours to be integrated, offering features like real-time company insights, SEC filings, analyst ratings, news sentiments, and personalized financial advice.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Brendon Cooper (Account Manager)
Press: Chloe Iannucci (Marketing Manager), [email protected]
How they describe themselves: Stock Unlock is an investment education and analysis platform that simplifies the research process, enabling users to make better investment decisions in less time. With features like their DCF calculator, custom stock screening, and portfolio tracking, Stock Unlock provides a comprehensive toolkit for investors. Their feature-rich software has organically attracted over 3,000 paid users and continues to grow, demonstrating the value they provide to the investment community.
How they describe their product/innovation: Stock Unlock’s AI-generated stock reports are a game-changer for investors. By leveraging artificial intelligence, they provide in-depth, unbiased analysis of stocks, saving users countless hours of research. These AI stock reports seamlessly integrate with their feature-complete investment analysis software, which includes powerful tools like Stock Unlock’s DCF calculator, custom stock screening, and portfolio tracking. With over 3,000 paid users and growing, Stock Unlock is the go-to platform for informed investment decisions.
Product distribution strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev. & Press: Jake Ruth (Co-Founder & CEO), [email protected]
How they describe themselves: Skyflow is a data privacy and AI privacy company built to radically simplify how companies isolate, protect, and govern their customers’ most sensitive data. With its global network of data privacy vaults, Skyflow is a comprehensive solution for companies around the world looking to securely implement LLMs and meet complex data localization requirements. Skyflow currently supports a diverse customer base that spans verticals like fintech, retail, travel, and healthcare.
How they describe their product/innovation: Skyflow’s LLM Privacy Vault allows users to leverage the full power of LLMs, such at GPT, while maintaining privacy and security. Skyflow is helping financial institutions utilize these technologies while protecting their sensitive data, improving their customer’s experience.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Bjorn Ovick (Head of Fintech & Payments), [email protected]
Press: Sean Falconer (Head of Marketing & Developer Relations), [email protected]
How they describe themselves: Sherpas is a generative finance platform for wealth management to optimize operations, personalize advice at scale and put client engagement on autopilot. Go beyond automation to augment and scale your expertise.
How they describe their product/innovation: Automated financial planning for prospective clients. Deepen conversations with prospects and showcase your expertise by generating full financial health diagnostics in minutes, straight from data, thanks to Sherpas’ AI-driven planning solution.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Peter Moroni (Head of sales), [email protected]
Press: Borja Edo (CEO), [email protected], +1 415-539-6273
How they describe themselves: ScribeUp partners with banks, credit unions, and fintechs to offer the best-in-class subscription management suite, embedded natively within an organization’s mobile and desktop experiences.
How they describe their product/innovation: The demo will show the user experience of subscription management within a banking experience, specifically:
- Tracking recurring bills a user is paying for with the organization’s cards or banking products
- Cancelling subscriptions with a click, directly from the organization’s banking app
- Linking external accounts to identify subscriptions users are paying for, knowingly or not
- Alerting before recurring bills are charged (and syncing reminders to a user’s personal calendar)
- Actioning personalized ways to save (from duplicate accounts, upcoming price hikes, etc.)
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Erica Chiang (Chief Commercial Officer), [email protected]
How they describe themselves: SAVVI AI helps banks, CUs and fintechs build, launch, and manage AI apps in minutes with their patented Practical AI platform – no data scientists, pre-existing data, or core integration required.
Help your organization gain AI-driven efficiencies such as lowering ACH return rates, forecasting charge-offs, predicting loan volume, forecasting deposits, increasing loan offer uptake, and so much more.
Works in Excel or Google Sheets, or via API to deliver the power of manageable AI in hours.
Scalable, explainable, SOC 2-certified solution.
How they describe their product/innovation: Level up your spreadsheets with AI – no coding, no building macros.
Robust machine learning models powering forecasts or recommendations directly in your Excel or gSheets spreadsheet. Lower risk, increase accuracy, and automatically improve every day.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: David Rainwater (Growth), [email protected]
How they describe themselves: Safari SOP delivers specialized, high-volume legal workflow solutions for financial institutions and large employers, streamlining the handling of subpoenas, law enforcement requests, and garnishments. Why choose Safari? Because their 100% customer retention rate attests to the effectiveness of their products, support, and enhanced security of sensitive data. Their system delivers substantial ROI through both hard and soft dollar savings. Finally, Safari uniquely digitizes entire processes from intake to response, enhancing control, efficiency, and compliance.
How they describe their product/innovation: Safari Subpoena Manager transforms how financial institutions process high volume legal requests. The Safari system empowers banks and credit unions managing governmental, civil, and sensitive data requests to take control over the process, through centralizing intake and automating response workflows. By digitizing and securing the process from start-to-finish, Safari not only saves time, but it also recovers costs, enhances security and compliance, and boosts employee morale. Exert control and reclaim hard dollars with their purpose-built solution.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Mark Hentschell (VP, Growth & Partnerships), [email protected], 206-604-2230
Press: Katelyn Shriber (Manager, Sales & Marketing), [email protected], 425-830-0063
How they describe themselves: Revelata helps investors and investment professionals become bionic at research and analysis. Their AI platform understands financial language and concepts, enabling them to take complex, unstructured financial documents, and automatically discover and extract structured data from them. Building upon this unique core capability, Revelata is unlocking state-of-the-art financial data and analysis, at scale and at velocity, for everyone.
How they describe their product/innovation: A typical investment analyst spends some 30% of their time on manual data extraction, e.g., scraping KPI data from SEC filings. Revelata’s first product eliminates this grunt work by automatically surfacing hard-to-get KPI time series from within the text of billions of pages of SEC filings. Download straight to Excel and audit any data point with just one click.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Chit-Kwan Lin (CEO), [email protected]
How they describe themselves: Remynt is a digital-first debt and credit recovery company that enables creditors to recover revenue from non-performing delinquencies while empowering consumers to resolve debt on their terms with a customer-centric, resiliency-oriented approach.
How they describe their product/innovation: Remynt will showcase it’s debt recovery application.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Gwyneth Borden (Founder & CEO), [email protected], 415-520-7581
How they describe themselves: Solving the problem of wealth advisory scalability so all individuals and families can access a financial advisor without minimum income and asset requirements.
How they describe their product/innovation: Quinn is an SEC registered financial advisor agent built on our own models that replaces the work of thousands of financial advisors. Quinn gets you a comprehensive financial plan in five minutes, not five weeks and puts the plan in action.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Royi Markowitz (CEO), [email protected], 845-222-1944
