Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: TAPP Engine, a WealthTech company that partners with credit unions and community banks to enhance financial wellness, strengthen loyalty, attract new users, and increase revenue and deposit retention. What sets us apart:

• Enterprise-Grade Infrastructure
• Institutional-Grade Connectivity
• Data-Driven Personalization
• Expanding Investment Options
• Flexible Revenue Model
• Registered Broker/Dealer & RIA
• Real-Time Funding/Trading

CUSO Partnership, WealthCabinet®, CUSO partially owned by six credit unions, to better serve the industry and accept investments.

How they describe their product/innovation: TAPP Engine is a private-labeled WealthTech platform built exclusively for credit unions and banks, delivering a broad suite of financial services and investment tools designed to engage and empower account holders.

The platform combines intuitive design, educational resources, and seamless accessibility to meet users where they are. Account holders gain access to self-directed, automated, and practice investing experiences-all within their digital banking environment.

We provide full market connectivity for trade execution, clearing, and custody.

Product distribution strategy: Through financial institutions

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

Contacts:

Bus. Dev.: Vincent Maggiulli (Head of Sales & Business Development), [email protected], 973-634-4209
Press: Joe Swint (CRO), [email protected], 512-787-5571