Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Customers today expect seamless services, just like their favorite apps. Bolder helps financial institutions meet those expectations with an all-in-one platform that provides personalized financial guidance, key insights, and product recommendations in the moment of need.

How they describe their product/innovation: Our platform is easy for banks to implement in their current product offerings. Customers sign up, answer a few questions, and get personalized financial guidance, insights, and pointed in the direction of relevant product recommendations using an AI financial coach and secure account connections via Plaid.

Product distribution strategy: Direct to Business (B2B)

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

Contacts:

Bus. Dev. & Press: Amy Schultz (Founder & CEO), [email protected], 440-724-3073