New technology = new opportunities

Appli reduces customer friction in pre-application interactions and digital experiences.

$56B is spent on retirement and wealth technology every year. For too long, the financial services industry has relied on fragmented systems, manual processes and outdated architectures. Aurem knew the industry needed something different. They built AuremOS to drive that change, providing a unified operating system capable of unlocking the full potential of AI in business processes and customer experience.

Boucoup by BankingON helps community banks and credit unions attract parents and teens, building the next generation of customers for financial institutions while providing a unique service to help parents teach their kids about money.

Financial firms can lose 25% of revenue when critical knowledge is scattered across systems, creating compliance risks, slowing client response times, and stagnating growth opportunities. Enterprise Intelligence, powered by Bloomfire, unlocks institutional knowledge to create strategic advantages, helping financial firms empower faster decision-making, reduce risk, satisfy customers, and accelerate growth.

Charm Security combats escalating fraud by targeting human vulnerabilities, enabling financial institutions to preempt scams through real-time, AI-driven, personalized security solutions.

Chimney helps financial institutions stop losing home loans to competitors by turning digital banking into a high-converting homeowner engagement channel.

Financial services thrive on fast insights for timely actions. Clarista finds real-time answers to business questions by navigating systems and documents on multiple platforms.

CollaborationRoom solves the problems of productivity, team engagement, training, coaching, security, and compliance in remote or hybrid contact center environments.

Manual reviews are slow, error-prone, and hard to trace. DataSnipper simplifies analysis so users can verify sums, compare versions, and validate answers with confidence, all referenced to the source.

Dimply simplifies financial decision-making by providing hyper personalized, data-driven insights that enhance customer experience and decision making, allow speed to market, and drive smarter investment, lending, and compliance strategies and decisions.

In an era of customer churn, Gentreo's 92% three-year retention rate empowers partners to attract and retain clients, enhancing loyalty and driving growth.

ID-Pal streamlines customer onboarding, ensures compliance, and prevents fraud, enhancing efficiency and security in financial services.

Jump eliminates the administrative burden of pre- and post-meeting tasks, enabling advisors to focus on client relationships and grow their businesses efficiently.

Keyless enables continuous identity assurance and secure account recovery with biometric MFA - no passwords, OTPs, or call centers needed.

IDVerse combats AI-driven fraud (deepfakes, synthetic identities), ensures KYC/AML compliance, streamlines onboarding, and reduces operational costs through automated identity verification.

Financial planning is still complex and built for the already-savvy. MoneyPlanned simplifies and scales it through AI — making goal-based advice accessible to everyone.

Payfinia is an independent payments company and CUSO, providing community financial institutions (CFIs) access to and ownership of their instant payments services.

Business High Yield Savings by Plinqit is an affordable, compliant, end-to-end solution that adds digital business savings accounts to a bank’s deposit strategy.

Pay via Text with S2M Pay enables fast, secure SMS payments, boosting conversions and letting marketers turn content into seamless mobile sales and customer acquisition tools.

Scamnetic helps banks combat rising digital scams by delivering real-time fraud insights and enhancing customer trust through proactive, in-channel scam detection and prevention.

Organizations gain end-to-end visibility, detection, response, and regulatory compliance on a single console with Sequretek. Experience security that coexists, complements, and consolidates technologies, all at the organization's pace.

Spiral helps financial institutions increase deposits and retention, win primacy, expand savings and wallet share, increase card income, deepen relationships, boost digital engagement, and improve account holders' financial health.

Swaystack addresses inactive accounts and indirect member onboarding within the financial services industry.

TurmaFinTech helps smaller financial institutions monetize data, improve engagement, and compete with larger banks through AI-powered tools and real-time customer insights.

Veep Software helps credit unions and community banks close key digital capability gaps to compete and win against non-banks.

Community financial institutions have valuable data but limited resources, making it difficult to turn insights into actionable strategies or avoid broad, generic marketing approaches. Vertice AI leverages AI to translate data into personalized product and service recommendations, helping teams boost engagement, acquisition, and retention through smarter, hyper-targeted outreach.

Winnow makes compliance easy and affordable with tailored results based on reliable, attorney-reviewed content.

WNSTN AI enables personalization at scale through AI agents, while ensuring full transparency, compliance, and control — enabling AI adoption, required by the users, by solving key adoption barriers for regulated financial institutions.

Zeplyn is reimagining the wealth management experience from an AI-native perspective, creating efficiencies and opportunities with how advisors invest their time and maximize their data.