Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Finerative is the AI-native platform for wealth management’s most ambitious challenges. We fuse decades of wealth-management craft with frontier AI and embed our engineers alongside client teams, shipping production systems in weeks. Live at leading firms including Santander, Sabadell, Pinvest and AndBank. Everything runs on infrastructure the institution owns and audits.

How they describe their product/innovation: Your clients are already asking AI agents about their money, without you in the answer. Wealth MCP is an enterprise connector to the AI agents your clients already use, exposing your catalogue, their portfolios and real transactions inside ChatGPT and any other AI agent, under your brand. It ships with the trust layer regulated distribution requires: authenticated identity, enforced entitlements, grounded answers, and every call logged and auditable. One connector, every agent, full control.

Product distribution strategy: Direct to Business (B2B), Through financial institutions

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

Contacts:

Bus. Dev. & Press: Aitana Oñate Jimenez (Head of US GTM), [email protected], +34 605440895