Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Nextvestment is an AI engagement layer that turns client questions into personalised guidance, while institutions stay in control of advice, suitability, and house view.

Named a WealthTech100 Leader for consecutive years (2025 and 2026), Nextvestment won the SC Ventures AI & Fintech Pitch Competition and the Global Private Banker Best Emerging Wealth Insights and Engagement Platform Award (2026). The platform is selected into MAS PathFin.AI, accepted into Fintech Sandbox, backed by Nvidia Inception, and live with paying clients across Asia and Europe.

How they describe their product/innovation: Wealth institutions are sitting on client intent they cannot see. Nextvestment’s Client Intelligence Layer captures it and surfaces prioritised opportunities to advisors, without re-platforming.

In this demo, a client asks a financial question and receives portfolio-aware, house-view-grounded guidance. That interaction becomes a prioritised opportunity on the RM dashboard, with full context. Compliance teams configure escalation rules, risk thresholds, and audit trails from one interface. In production, 11% of interactions convert to action.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Annabelle Lin (CRO & Co-Founder), [email protected], 659-060-6369
Press: Michelle Chern (Head of Growth), [email protected], 659-688-6692