Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Birdie uses AI to analyze customer and agent interactions at scale, helping financial institutions uncover what’s driving customer behavior and business outcomes. It identifies and predicts customer experience improvement opportunities, triggers workflows to act on them, and measures what works-creating a continuous improvement loop. As AI agents become more autonomous, Birdie provides the customer context that enables experiences and operations to become increasingly self-healing.

How they describe their product/innovation: Birdie’s Customer Intelligence platform uses AI to identify and predict critical customer issues, quantify their business impact, and uncover root causes. It then triggers workflows to fix them and measures whether those actions worked-creating a continuous improvement loop where customer intelligence moves beyond dashboards and insights toward increasingly autonomous, self-healing operations.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks.

Contacts:

Bus. Dev. & Press: Pat Osorio (CRO), [email protected], 628-228-1427