A look at the companies demoing at FinovateFall in New York on September 8 – 10. Register today using this link and save 20%.
ebankIT’s Agentic AI empowers FIs to boost engagement, streamline operations, and deliver hyper-personalized banking across every digital channel.
Features
- Agentic AI: Powers smarter decisions and automation
- Personalized journeys: Engages users across channels
- Efficiency and scale: Unlocks agility and fuels growth
Who’s it for?
Community banks and credit unions.
Jump’s AI meeting assistant streamlines client meetings, automates administrative tasks, reduces workloads, and strengthens relationships—positioning Jump as a leading AI solution for financial advisors.
Features
- Offers a live notetaking widget
- Connects to Zoom as an in-client app
- Provides a PDF export of notes and pre-meeting prep
Who’s it for?
RIAs, broker-dealers, independent advisors, and wealth management firms.
OPL, India’s AI-driven credit infra company, offers cashflow-based credit and transaction financing through its integrated framework, analyzing sales, purchases, and bank data via an AI-powered BRE.
Features
- Administers robust credit evaluation through AI-powered BRE
- Includes open banking integration via OPL’s APIs
- Provides auto-decisioning through OPL’s STP process
- Delivers pre-approved working capital offers
- Offers instant funding through digital line of credit
Who’s it for?
Tailored for BFSI and financial institutions to accelerate SME lending and cashflow-based financing.
Zeplyn streamlines advisor workflows, cutting down tasks from hours to minutes with unmatched accuracy, while surfacing trends and insights that empower firms to optimize practice management.
Features
- Automates workflows with unmatched accuracy (ex. meeting notes, tasks, and CRM updates)
- Surfaces client trends and actionable insights
- Saves advisors 10+ hours weekly for enhanced client focus
Who’s it for?
Financial advisory firms and wealth teams, from solo shops to enterprises with more than $25B AUM.
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