Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Pyramid Insights by Pyramid Solutions brings 35+ years of financial services expertise to modernize mortgage processing with AI-powered automation. We combine deep knowledge of mortgage content, underwriting, compliance, and operational decision-making with modern technologies, including RAG and AI agents, and enterprise-ready workflow orchestration. Our solutions help financial institutions streamline complex processes, improve speed and accuracy, increase operational visibility, and enable faster, more informed decisions.

How they describe their product/innovation: See how AI can be operationalized within real mortgage workflows to streamline processing and accelerate decisions. Pyramid’s solution combines case management, intelligent workflow automation, RAG, GenAI, and AI agents to unify fragmented borrower information, identify missing or conflicting data, surface risks, and deliver actionable insights. By embedding AI accelerators throughout the process, financial institutions can reduce manual effort, improve accuracy, and enhance operational efficiency while accelerating loan processing.

Product distribution strategy: Direct to Business (B2B)

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

Contacts:

Bus. Dev.: Marty Gulewicz (SVP), [email protected], 586-925-3461
Press: Dennis Zender (President), [email protected], 773-368-2540