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]
How they describe themselves: Alto’s mission is Alternatives for All. Alto operates both a wholly-owned trust company and broker dealer and we make it super easy for individuals to access their retirement funds and invest in alternative assets: private companies, private equity, venture capital, private credit, real estate, artwork, crypto and more. Alto serves more than 30,000 clients with more than $1.1 billion invested with Alto.
How they describe their product/innovation: Eric Satz, Founder and CEO, will demonstrate how quick and easy it is to open an Alto IRA, make a deposit or transfer funds from another custodian, and invest in an alternative asset. He will also show how easy it is for a company or fund raising money to create an Issuer account, invite investors, and accept capital.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Eric Satz (Founder & CEO), [email protected]
Press: Richard Hoffmann (Director of Growth), [email protected]
How they describe themselves: Agtools, a Data Sciences and Analytics company, delivers insights that empower business leaders to transform their operations into sustainable and resilient stakeholders, starting in the Food Value Chain. We integrate official domestic and international data with big data analytics and crop-specific applied science. Our customers complement first-party data with our curated data to anticipate challenges and adjust plans to face challenging supply chain disruptions, evolving climate conditions, and shifting labor globally.
How they describe their product/innovation: The Agtools Analyzer suite delivers analytics through a unique combination of aggregated and curated data with crop-specific science. By evaluating actual and forecasted weather conditions at the origin, the Source Quality Analyzer identifies potential damage and diseases that could impact supply availability further downstream. The algorithms, which compare crop-specific parameters with actual field values, generate additional visibility and provide further intelligence to adjust forward supply strategy.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Charles Harrison (CFO/Financial Track)
Press: Gabriel Fernandez, [email protected]
How they describe themselves: AI Squared is a platform designed for product owners, data scientists, and enterprise leaders. It empowers organizations to accelerate both predictive and generative AI projects, measure benefits, and drive significant revenue growth and cost reduction.
How they describe their product/innovation: Our product allows financial services to maximize their enterprise assets – their company’s own data – for a competitive advantage using generative AI.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Licensed
Contacts:
Bus. Dev.: Phillip Jackson (BD Lead), [email protected]
Press: Andre Llewellyn (Marketing), [email protected]
How they describe themselves: 1Kosmos enables passwordless access for workers, customers and citizens to securely transact with digital services. By unifying identity proofing and strong authentication, the BlockID platform creates a distributed digital identity that prevents identity impersonation, account takeover and fraud while delivering frictionless user experiences. BlockID is the only NIST, FIDO2, and iBeta biometrics certified platform that performs millions of authentications daily for some of the largest banks, telecommunications, and healthcare organizations in the world.
How they describe their product/innovation: 1Kosmos will demonstrate their platform capability that allows a bank, university or any trusted authority to issue verifiable credentials like a Bank ID, University degree or any credential on the blockchain. The customer can hold this immutable proof on their mobile app. 1Kosmos also offers capability for verifiers to instantly check the authenticity of the credential. This opens up the marketplace to deepen relationships with customers by offering them valuable services at the right time and avoid any paper based verification.
Product distribution strategy: Direct to Business (B2B), Licensed
Contacts:
Bus. Dev.: Jens Hinrichsen (SVP, North American Sales), [email protected], 585-766-2227
Press: Marc Gendron, [email protected]
How they describe themselves: Babbl is a startup building stock market news and social media monitoring tools to help financial professionals leverage insights from mass chatter, so they can stay ahead of trends and above the noise.
How they describe their product/innovation: Financial analysts spend thousands of hours annually monitoring news and events to stay informed about the market. But with millions of news stories, and no automated solutions to help prioritize them, most analysts struggle to stay on top of what matters.
Uptrends.ai is a first-of-its-kind platform built to help financial analysts and investors leverage mass stock market chatter in real-time, so they can make better investments and miss fewer opportunities.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Ramsey Shaffer (Co-Founder & CEO), [email protected], 507-369-3443
