Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Orca Advisor is an AI-powered business intelligence company for small businesses and the institutions that serve them. Our platform transforms business financial data into clear, actionable insight that helps institutions better understand their small business portfolio while giving business owners practical guidance to improve their companies. Orca is evolving into an AI-powered business advisor that will guide small business owners through a structured methodology to improve profitability, reduce risk, and build stronger, more resilient companies.

How they describe their product/innovation: Orca Snapshot, an AI-powered business assessment for SMBs that helps financial institutions and business owners better understand a business’ performance, risk and opportunities for improvement. Orca analyzes verbal and financial data to produce a structured set of insights about the health of a business. These insights are supported by action items for improvement. For financial institutions, this provides clearer visibility into their small business portfolio and equips bankers with better information to serve clients proactively.

Product distribution strategy: Direct to Business (B2B)

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

Contacts:

Bus. Dev. & Press: Jacob Schroeder (CEO/Founder, CPA)