Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Preql AI is the leading context intelligence platform, purpose-built for banks, credit unions, and the office of the CFO. Finance data is fragmented across cores, ERPs, and spreadsheets, and the decisions behind it live in people’s heads. Preql captures that context as a governed ontology, so AI agents return answers finance can defend. SOC 2 Type 2, metadata-only, deployed on-prem or in cloud. Named a 2026 Gartner Cool Vendor in Agentic AI for Finance.

How they describe their product/innovation: We’ll demo Preql’s agent that refuses to guess. Ask a bank’s LLM what commercial deposit growth was and it answers twice, with two different numbers because it found three definitions of “commercial” and picked one. Preql finds all three, stops, and routes the choice to the executive who owns it. She approves once. The number computes with full lineage, reproducible next quarter, and every later question inherits that decision. Governed context, served to any AI.

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

Credit Union/Community Bank Fit: Credit unions.

Contacts:

Bus. Dev.: Gabi Steele (Founder), [email protected], 718-755-3966
Press: Gemma Allen (CMO), [email protected], +1 646-341-3672