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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