How they describe themselves: CREED’s mission is to increase liquidity within the commercial real estate (CRE) industry by making data and processes more efficient via a singular digital platform for the industry’s most important participants: Banks and credit unions, CRE owners/builders, and institutional investors. To date, the CRE industry has struggled to adjust to market dislocations, unable to efficiently allocate capital from those who have excess liquidity to those participants who are in need. CREED is providing the solution.
How they describe their product/innovation: Traditionally, banking institutions have identified commercial real estate (CRE) customers through a network of phone calls, physical document exchanges, and email. Similarly, CRE owners identify banks via the same analog-based systems. CREED is proving an efficient digital alternative.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Harris Heller, Head of Capital Markets, [email protected]
Press: Alex Leybov, Founder, [email protected]
How they describe themselves: Cloverly is a platform for climate action. We’ve built the digital infrastructure for the voluntary carbon markets with the mission of solving problems around trust, ease, access, and scale. Our solutions help buyers and sellers of carbon credits connect, transact, and scale their impact. We currently work with 200+ leading enterprises like American Express, Salesforce, and Visa to support them in their climate journey.
How they describe their product/innovation: Cloverly’s platform for climate action helps you:
- Purchase credits from our selection of high-quality carbon removal projects and portfolios vetted by in-house climate scientists.
- Embed climate action into any digital customer experience using Cloverly’s API.
- Expand your impact by allowing your ecosystem to purchase carbon credits via Storefront.
- Engage customers, clients, suppliers, portfolio companies and more.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Dan Bonnet (VP, Sales & Business Development), [email protected]
Press: Sarah Rende (Head of Marketing), [email protected]
How they describe themselves: Founded in 2021, Connect Earth is a London-based environmental data company that democratises easy access to sustainability data. With its carbon tracking API technology, Connect Earth is on a mission to empower people and SMEs to make sustainable choices and bridge the gap between intent, knowledge, and action. Connect Earth supports financial institutions in offering their retail and SME customers transparent insights into the climate impact of their spending and investment decisions.
How they describe their product/innovation: Connect Insights is an API that can be embedded by financial institutions into their mobile apps to receive carbon footprint estimates of every spend-based transaction. By using this tool, banks can enable millions of consumers to measure and act on their carbon footprint.
Connect Report empowers financial institutions to offer carbon accounting as a service to their SME customers. With this tool, financial institutions can make more informed decisions and measurements on their own financed emissions from the product they offer.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Oliver Malmed (Senior Account Executive), [email protected] | George Bradley (Sales Lead), [email protected]
Press: Karolina Szweda (Head of Growth Marketing), [email protected]
How they describe themselves: ClimateTrade is a climate tech company on a mission to drive large-scale decarbonization through the use of innovative technology. Creators of the world’s first blockchain-based climate marketplace and a powerful API that seamlessly integrates climate-action right into your customers’ experience.
Blockchain-based climate solutions ensure transactions are fast, efficient, and fully traceable. This ensures that your money generates real impact.
How they describe their product/innovation: Discover how financial organizations are taking action against climate change.
At ClimateTrade we seamlessly integrate sustainability into financial products and services, empowering end customers to make informed choices while helping your company to address scope 3 emissions. We will show you how to gain a competitive edge by embracing sustainability with our powerful technology and access 180+ verified environmental projects on our global marketplace.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Not sure/cannot disclose
Contacts:
Bus. Dev.: Francisco Benedito (CEO & Co-Founder), [email protected]
Press: Viviane Farabotti (Global Head of Marketing), [email protected]
How they describe themselves: CD Valet is the nation’s first online marketplace connecting consumers with financial institutions to shop, compare, and open certificates of deposit with the most competitive rates and terms nationwide. CD Valet offers consumers an alternative to biased, ad-driven websites with a full and straightforward picture of CD rates in their market. CD Valet drives nationwide visibility for financial institutions’ CD offerings and offers lead generation services and a fast-to-market account opening solution that integrates into most major core banking platforms.
How they describe their product/innovation: CD Valet offers a new channel for financial institutions to easily raise retail deposits from a targeted local or nationwide CD marketplace where they can market their rates, acquire leads, and easily open new accounts with a low-cost end-to-end account opening solution that simply integrates into a financial institution’s core platform. This fast-to-market, pre-built solution for digital account opening fully addresses compliance and risk management, and presents a modern customer experience with extensibility to evolve with the latest innovations.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Howie Wu (Head of Product), [email protected], 206-273-7359
Press: Mary Grace Roske (SVP of Marketing Communications), [email protected], 206-281-1740
How they describe themselves: Chimney specializes in helping community financial institutions engage more customers and members with interactive digital tools, which include the company’s award-winning financial calculators and its homeownership platform, the newest addition to Chimney’s product suite. Today, Chimney serves more than 90 financial institutions across the U.S., including several top banks and credit unions by asset size.
How they describe their product/innovation: Chimney Home provides homeowners with actionable advice about their home value, equity, borrowing power and pre-qualified offers – embedded within the digital banking channels customers prefer. As a result, financial institutions can better engage homeowners with proactive product offers. Chimney Home combines financial health data and blending it with a homeowner’s property data, empowering financial institutions to make more personalized loan recommendations and offers faster and at an attractive rate in the competitive home equity space.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Chase Neinken, Co-Founder & CRO, [email protected]
Press: Mallory Griffin, VP of York Public Relations, [email protected]
How they describe themselves: AutoCloud is a cloud infrastructure and process automation platform that turns your existing tech team members into cloud experts using low code and AI. We help you easily build any systems on any cloud provider while enforcing standardization through automation so you can achieve scalability, less cloud waste, better security, less compliance risk, and lightning-fast time to market. What would the business impact be if you were able to de-risk your cloud adoption strategy while also getting to market significantly faster, cheaper, and safer?
How they describe their product/innovation: Radically accelerate and de-risk your digital transformation by building secure cloud workloads orders of magnitude faster, cheaper, and easier than possible today, using low-code and AI automation.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Tyson Kunovsky (CEO), [email protected], 206-240-1331
How they describe themselves: Bankjoy delivers modern banking technology, including mobile banking, online banking, and a banking API to banks and credit unions – big and small. The company prides itself on creating beautiful products with advanced features, simple navigation, and a modern look and feel – all shaped by talking to users.
How they describe their product/innovation: Bankjoy enables digital banks and neobanks to target specific markets and demographics with a superior digital banking experience while maintaining their existing core system under the parent or chartered bank. Together, Bankjoy and Panacea Financial, a digital neobank that provides financial services for medical professionals, will share how Bankjoy’s digital banking platform is helping Panacea Financial offer more value for its customers.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Shaw Taylor (SVP of Sales & Marketing, Bankjoy), [email protected]
Press: Mallory Griffin (VP, York Public Relations), [email protected]
How they describe themselves: Bits of Stock enables community financial institutions and credit unions to reward in fractional shares of stock. Our purpose is to empower you to engage and build loyalty with younger generations through stock ownership. Learn more about how our first-in-class and award winning Stock Rewards program differentiates and keeps you relevant to the next generation of investors.
How they describe their product/innovation: The Stock Rewards Checking Account rewards cardholders in the fractional stock of their choice on every swipe. Cardholders pick their favorite stocks to be rewarded in every time the spend with the brands they love, without leaving their digital banking experience. Get 1% back in SBUX on your next cup of coffee, UBER on your next ride, or any stock on your next purchase.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Courtney May (Product Marketer), [email protected], 512-638-3777
How they describe themselves: Bud makes financial decisions simple by turning transactional data into rich customer insights. We enable lenders to gain an accurate picture of a borrower’s income, expenditure and creditworthiness in real-time. Enabling faster, more informed decisions that fuel profitability. With over 50 billion transactions enriched, Bud’s AI is constantly optimizing to serve lenders and their customers, improving financial well-being and expanding access to credit. Bud has raised over $100 million from world-class investors like HSBC, Goldman Sachs & TransUnion.
How they describe their product/innovation: We’re thrilled to demo Bud.ai, our generative AI platform, starting with the banks’ data and showing how we can get them all the way to a fully intelligent financial picture with one integration. We’ll show how Bud provides customer-level, transaction-level, and portfolio-level insights that fuel smarter decisions.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Nathan Mairs (VP of Sales), [email protected]
Press: Melissa Hougie (AVP, North American Head of Marketing), [email protected]
How they describe themselves: Apiture delivers award-winning digital banking solutions to banks and credit unions throughout the U.S. Our flexible, highly configurable solutions meet a wide range of financial institutions’ needs, from leveling the playing field with larger institutions to supporting growth through innovative data intelligence and embedded banking strategies. With our API-first approach, our clients can maximize the capabilities of their platform while preserving a seamless user experience.
How they describe their product/innovation: Sensei is an AI-based solution that delivers a real-time assessment of a customer’s financial standing along with proactive recommendations to improve that standing. Analyzing data such as transaction history, account balances, and engagement metrics, Sensei will enable financial institutions to establish a highly personalized, consultative relationship with their customers.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: George Ekdhal (SVP of Sales), [email protected]
Press: Jane Tague (SVP of Marketing), [email protected]
How they describe themselves: Autobooks helps financial institutions grow deposits, generate non-interest fee income, and better compete against third party providers. Autobooks offers a suite of small business banking solutions that enable businesses to send digital invoices, accept electronic payments, manage cash flow, and automate their accounting – all through the existing digital banking channels of the financial institution.
How they describe their product/innovation: With Tap to Pay on iPhone and Autobooks, businesses and non-profits can accept in-person, contactless payments directly from their financial institution’s mobile banking app. No extra terminals or hardware needed.
Customers simply pay with the tap of a card, NFC-enabled smartphone, or Apple Watch.
All payments through Tap to Pay on iPhone and Autobooks are deposited directly into the customer’s account at the financial institution.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Jay Valanju, Chief Corporate Development Officer, [email protected]
Press: Derik Sutton, Chief Marketing Officer, [email protected]
