How they describe themselves: Casca is the world’s first AI-powered loan origination system to reduce 90% of manual effort in small business and commercial lending.
The system is live with an FDIC-insured bank: “We’ve just seen tremendous success with Casca, even in the first months. Casca helps bring leads that are five or six times the quality of what was coming in through organic marketing.”
– Ryan Hildebrandt (EVP & Chief Innovation Officer, Bankwell Bank) [American Banker].
How they describe their product/innovation: Cascading AI invented and built the world’s first AI Loan Assistant, called Sarah. Sarah is already capable of doing the work of a 30-person lending team, guiding hundreds of small business owners through loan application processes, collecting and analyzing financial documents and even preparing credit memos.
Game-Changer Alert: Sarah increases banker productivity by 10x and applicant conversion rates by 3x. Put the two together and we are talking about a 30X step-change for the industry…and we are just getting started!
Product distribution strategy: Through financial institutions
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Lukas Haffer (CEO & Co-Founder), [email protected], 650-788-6045
How they describe themselves: Cardlay Payment Solutions offers a white-label card and expense management system to be a digital frontend for banks, fleets, and fintechs.
How they describe their product/innovation: Cardlay Expense is a light product, that supplies simplified expense management. It is as simple as that. At Cardlay, we believe that expense handling should be digitalized, intelligent, and effortless. Who wants to spend time doing boring paperwork? Not us!
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.: Kasper Guul (SVP Sales & Partnerships), [email protected], 452-933-8917
Press: Mette Dehn (PR & Marketing Manager), [email protected]
How they describe themselves: Candour Oy has launched an identity verification service that represents breakthrough technology based on AI-powered biometric identification. It revolutionizes the online identity verification market in the same way the iPhone revolutionized mobile phones. Candour Identity is the only solution on the market suitable for daily use.
How they describe their product/innovation: Our patented AI-powered biometric identification engine is the fastest on the market and it serves worldwide and across all ethnic groups. Our technology surpasses all others on the market in terms of accuracy and efficiency. It has its roots in 30 years of academic research in machine vision and machine learning.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Harri Koskimäki (COO), [email protected], +358 40 5155646
How they describe themselves: For global investment professionals inundated by research and its exorbitant costs, Borealis Global Analytics offers an AI-driven virtual portfolio analyst, a cost- and time-effective platform that transforms global equity research into data-driven, country-level insights and investment strategy simulations on exquisite dashboards. Borealis Global Analytics is a team of specialists dedicated to providing unrivaled country selection insights for institutional money managers, financial advisors, financial data and services companies, and robo-advisors.
How they describe their product/innovation: Borealis proudly introduces its cutting-edge offerings:
- Dashboard Environment: Explore smart beta global equity investment with captivating graphs, powered by proprietary ML models, country-level equity ratings, and sentiment analysis.
- Country Selection AI Analyst: Effortlessly interact via natural language, accessing country-level insights from our exclusive data and beyond.
- Macro Pulse AI: Tap into global macroeconomic sentiments for informed decision-making, securing strategic advantages in today’s dynamic markets.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev. & Press: Sailesh S Radha (Founder & CEO), [email protected], 803-319-6628
How they describe themselves: Bloom Credit is a B2B credit data infrastructure platform that is building the next generation of rails for all things credit data, which includes the transmission and compliant storage of all things credit data. Bloom’s service is helping enable the expanding of affordable credit through real-time and accurate data, both traditional and alternative.
How they describe their product/innovation: There are 100+ million consumers in the U.S. that don’t have access to mainstream credit rates or products due to being either subprime or thin/no file with the major credit bureaus. Bloom+ helps consumers build and establish credit history through their qualified recurring monthly bank transactions, rather than just through traditional credit payments, which many of these consumers may not currently have. Bloom+ is delivered to consumers through FI partners and the entire experience stays with the FI and helps them better serve and retain their customer.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Alex Lugosch (SVP Strategy), [email protected], 740-274-0785
Press: Christian Widhalm (CEO), [email protected], 661-599-1834
How they describe themselves: Blee helps compliance and legal teams automate the review and oversight of marketing, product, and sales materials. Blee’s machine learning, AI, and custom automation identify and flag potential violations and risks before they reach consumers. Blee also provides user-friendly approval workflows, creating a centralized source of truth for audit records and guidelines.
How they describe their product/innovation: State-of-the-art marketing compliance review powered by AI that integrates across the content creation workflow. Teams at Fortune 500 companies use Blee Marketing Compliance to increase revenue while minimizing overhead and risk.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Guy Shahar (Founder & CEO), [email protected]
How they describe themselves: BaaSFlow offers a hosted core banking system that enables loan management, current accounts, savings accounts, and payments. As a team, they started with a simple premise, that banking systems are, or should be, closer to a flexible and scalable commodity than a bespoke suit. For a large market cap player BaaSFlow replaced their existing core system and they are now processing thousands of new loans per second, and about 500K per day. For a new bank BaaSFlow created a complete digital solution in the cloud, fully compliant with instant payments.
How they describe their product/innovation: Kenu includes flexible loan capabilities and can integrate into a credit union for innovative products, including Buy Now Pay Later, or green tech lending. Their capabilities include payments integration and core banking flexibility.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Larry Meyers (VP Sales), [email protected]
Press: James Dailey (CEO), [email protected], 206-234-8435
How they describe themselves: Atomic serves as the essential bridge between consumer data and financial solutions by allowing unparalleled access to payroll, HRIS systems, and merchants, facilitating a range of financial services including direct deposit switching, income and employment verification, and payment method updating.
How they describe their product/innovation: Atomic’s PayLink simplifies subscription management by allowing consumers to efficiently manage, modify, and optimize their recurring payments and subscriptions within their financial institution.
Product distribution strategy: Direct to Business (B2B), Through financial institutions
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Mike Manahan (SVP, Sales), [email protected]
Press: Becky Ross (Head of Marketing), [email protected]
How they describe themselves: “Let’s add more silos in our institution” said no one, ever.
Ascent is the next-generation Point-of-Sale platform that streamlines financial product applications and forms without disrupting existing systems or processes. Use Ascent for virtually every product app and form. With each one deployed, customers enjoy a consistent interface and experience. And with each application they complete, Ascent learns more about them, pre-filling more questions and improving the process; every experience is better than the last!
How they describe their product/innovation: Ascent sits across existing systems/silos to provide modern, easy-to-use, and consistent experiences for any product application or form. FIs can deploy using their no-code builder in days, with included templates:
- Consumes third-party data (banking, accounting, tax, etc.) to pre-fill applications
- Can apply rules/logic to pre-screen applicants
- Flows into FI enterprise systems (core, LOS, payments, etc.) to review and board product
- Ascent learns more about the customer with each interaction and reuses information to improve subsequent applicant experiences
Product distribution strategy: Through financial institutions
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Glen Fossella (Head of Customer), [email protected], 617-335-2181
How they describe themselves: APIMatic is a Developer Experience Platform that facilitates faster API adoption and integration via auto-generated API docs, SDKs, guides, walkthroughs, and an API playground. The heart of APIMatic is a code generation engine that generates code in multiple programming languages and is complemented by GenAI learning capabilities.
How they describe their product/innovation: Fintech use cases are complex, challenging the wide range of developers to adopt these APIs and build integrations quickly. APIMatic’s developer experience platform adds a layer of technology between their fintech partners and developers to make onboarding faster and more accessible through the power of automation and GenAI. APIMatic’s demo will showcase APIMatic solutions with an industry leader in the fintech payments space and demonstrate the future of financial integrations.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Tim Schwab (Sr. Account Executive), [email protected], 503-810-4164
Press: Sidney Maestre (VP Developer Relations), [email protected], 415-696-1038
How they describe their product/innovation: Anvil is the fastest way to build software for documents. Product teams rely on Anvil’s Document SDK to quickly launch on-brand product flows where PDF filling, signing, or complex conditional scenarios are part of the experience.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Whitney Horton (VP of Sales), [email protected]
Press: Schaeffer Arnold (VP of Marketing), [email protected]
How they describe themselves: ATMO helps corporations accelerate progress towards their net zero targets through insetting. They identify decarbonisation opportunities within the value chain, fast track financing, ensure project implementation, and measure carbon reductions. Financial institutions can decarbonise their lending portfolio and measure ESG progress.
How they describe their product/innovation: ATMO facilitates abatement strategies within the value chain through project initiation, originating of financing, project tracking and verified reductions. They supercharge decarbonisation plans by introducing a risk model between corporations, its suppliers, and financial institutions. ATMO’s decarbonisation tool empowers corporations to make informed decisions, engage suppliers directly, get financing in place, and track project implementation and reductions.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Community Banks
Contacts:
Bus. Dev.: Scott Readman (Customer Experience), [email protected]
Press: ATMO Press Inquiries, [email protected]
