FinovateSpring 2024 / Nav.it
Presenter Profile:
How they describe themselves: Nav.it is a financial health app that increases employee and consumer engagement, by helping them optimize their cash flow. By centering all activity around consumer cash flow and behavior, Nav.it places people in products that are right for them at the right time on their financial journey. Consumers and employees are incentivized to increase their financial lives and make products top of wallet.
How they describe their product/innovation: Cash-flow management service that leverages AI and other data analytics to achieve higher than average referrals and utilization of service. Business intelligence and data tools help referrals and drive engagement.
Product distribution strategy: Direct to Business (B2B), Through financial institutions
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev.: Erin Papworth (CEO), hello@navitmoney.com
Press: Erika Dator (Executive Assistant), erika@navitmoney.com
Website: navitmoney.com
LinkedIn: linkedin.com/company/nav.it
X: @letsnavit
HQ: Seattle, WA, USA
Founded: September 2019
Product Demoed: Nav.it
Presenter: Erin Papworth – CEO/Founder, Nav.it
- Key Executives
Erin Papworth (CEO/Co-Founder), Maia Monell (CRO/Co-Founder)
Key Stats
- Key Board Members
Steve Smith (Finicity)
- Key Investors
Todd Thurgood (Aurelius), Lenore Champagne Beirne (Bright Ventures), Rob Grimaldi (VB Ventures)
- Key Advisory Board Members
General Joe Martin (Rtr DOD), Katherine Shappley (Meta), Monica Grossman (AON)
- Key Partners
Finicity, Plaid, nbkc Bank, credit unions, Wake Forest, Harvard BSG
- Key Customers
Work Money, University of Utah, Atkinson’s, Wake Forest