Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: CUltivate AI is a Credit Union Service Organization (CUSO) co-founded by Filene Research Institute, Vizo Financial, and Vertice AI. Its mission is to lead a collaborative effort to build, own, and distribute an industry-specific AI platform that reflects credit union knowledge and ethics. Its vision is to be the trusted AI that credit unions of all sizes use to give employees more time and capacity to serve members and strengthen the credit union movement.

How they describe their product/innovation: CUltivate AI is a staff-facing AI assistant built specifically for credit unions. By searching your document library, surfacing NCUA regulations, querying call-report data, integrating with third-party fintechs, and connecting disparate tools into one conversational interface, it eliminates time lost hunting through systems. The result: employees whose work is amplified, not replaced, giving time back to focus on what matters most to the movement and its members.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Credit Union/Community Bank Fit: Credit unions.

Contacts:

Bus. Dev. & Press: Phillip Autrey (COO), [email protected], 717-215-6741