Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Valcori Automated Solutions delivers Valcori Workmate, the unifying operating system for wealth management firms. It brings data, workflows, and teams together into a shared platform, creating clarity, consistency, and alignment across the enterprise. With assistive AI embedded throughout, firms gain the structure, visibility, and efficiency needed to operate with confidence, support advisors at scale, and grow without friction.

How they describe their product/innovation: Valcori Workmate delivers integrated analytics, workflows, and reporting that support every role across the firm, from C-suite and home office to field leadership and advisors. The platform provides a highly intuitive user experience with transparency, consistent processes, and audit-ready capabilities. With assistive AI embedded throughout, teams are guided, aligned, and equipped to operate efficiently and make better decisions every day.

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

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

Contacts:

Bus. Dev. & Press: Valarie Margaritopoulos (President & CEO), [email protected], 302-526-0813