Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Vertice AI delivers growth & personalization at scale for community financial institutions. Our growth platform unifies marketing, product, branch, and executive teams around a shared understanding of your account holders. Know your members & customers  through behavioral, demographic, & product-level insights. Grow participation with predictive models, segmentation, & next-best-product recommendations. Then measure campaign impact & participation trends in one place. No data scientists required. Know your members. Grow your impact. Measure what matters.

How they describe their product/innovation: Vertice OPTIMIZE is the first platform in financial services that connects an institution’s growth goals to marketing execution. An optimization engine that combines those goals with account-level propensity scores to build a multi-month campaign calendar including which campaigns to run, when, and for whom, while respecting fatigue, capacity, and compliance constraints. It generates compliant, personalized content automatically. Marketers review and approve; a quarter of goal-driven marketing executes itself, giving small teams exponential capacity.

Product distribution strategy: Direct to Business (B2B)

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

Contacts:

Bus. Dev.: Tyler Brantley (VP of Sales & Partnerships), [email protected], 706-424-2721
Press: Gabriela Fowler (PR Leader), [email protected], 678-781-7211