FinovateFall 2025 / Charm Security

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Charm Security is an AI-powered Scam Defense platform proactively protecting financial institutions and their customers from scams, social engineering, and human-centric fraud. Leveraging advanced AI agents, behavioral psychology, and real-time intelligence, Charm significantly reduces fraud losses and operational costs, enhances customer trust and experience, and safeguards organizational reputation.

How they describe their product/innovation: Charm’s AI Scam Defense Platform includes:

  • Protection AI Agents: Proactive verification tools, personalized insights, and targeted guidance, empowering users and frontline employees to proactively avoid scams.
  • Prevention AI Agents: Real-time, contextual interventions that actively engage with users during transactions to break the scam spell, shifting from passive detection to proactive prevention.
  • Remediation AI Agents: Deliver immediate, personalized post-scam support, streamlining incident reporting, evidence collection, and recovery processes.

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.: Yoav Koren (VP Business Strategy), [email protected]


More Videos: FinovateFall 2025