A look at the companies demoing at FinovateSpring in San Francisco on May 21 and 22. Register today using this link and save 20%.
Cascading AI has created an AI Loan Assistant, called Sarah. Sarah is capable of doing the work of a 30-person lending team, guiding hundreds of small business owners through loan application processes.
Features
Game-Changer Alert: Sarah increases banker productivity by 10x and applicant conversion rates by 3x (to 67%). Put the two together for a 30x step change for the industry.
Who’s it for?
Banks, community banks, credit unions, and non-bank lenders.
Kobalt Labs is an AI copilot, automating and strengthening third-party diligence for fintechs and financial institutions. It surfaces regulatory gaps in internal policies and third-party docs within minutes.
Features
Automate third-party diligence at 10x speed
Surface issues that become difficult to resolve when missed
Track each risk along with severity
Store vendor comms for easy future audits
Who’s it for?
Credit unions, community banks, partner banks (particularly on the fintech partner diligence side), and fintechs looking to accelerate their compliance operations.
Quinn solves the problem of wealth advisory scalability so that all individuals and families can access a financial advisor without minimum income and asset requirements.
Features
Delivers a financial plan in five minutes, not five weeks
Offers a holistic plan that encompasses savings, retirement, debt, and investing
Puts the plan in action
Who’s it for?
Financial institutions, wealth advisory firms, and financial planning institutions.
TRIYO extracts and structures work data for end-to-end visibility, reducing operational risk and empowering AI and predictive analytics to fuel automation and drive informed decision making.
Features
Offers real-time monitoring, analytics, and 360° view
Collects work data from different systems, forms, and off-platform activity with API-first approach
Provides data for training internal AILLM tools
Who’s it for?
Banks, credit unions, wealth management firms, and non-banking financial institutions.
