A take a look at the businesses demoing at FinovateFall in New York on September 8 – 10. Register right now utilizing this hyperlink and save 20%.
ebankIT’s Agentic AI empowers FIs to spice up engagement, streamline operations, and ship hyper-personalized banking throughout each digital channel.
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Agentic AI: Powers smarter selections and automation
Customized journeys: Engages customers throughout channels
Effectivity and scale: Unlocks agility and fuels development
Who’s it for?
Neighborhood banks and credit score unions.
Bounce’s AI assembly assistant streamlines shopper conferences, automates administrative duties, reduces workloads, and strengthens relationships—positioning Bounce as a number one AI answer for monetary advisors.
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Affords a stay notetaking widget
Connects to Zoom as an in-client app
Supplies a PDF export of notes and pre-meeting prep
Who’s it for?
RIAs, broker-dealers, unbiased advisors, and wealth administration companies.
OPL, India’s AI-driven credit score infra firm, presents cashflow-based credit score and transaction financing via its built-in framework, analyzing gross sales, purchases, and financial institution knowledge by way of an AI-powered BRE.
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Administers sturdy credit score analysis via AI-powered BRE
Contains open banking integration by way of OPL’s APIs
Supplies auto-decisioning via OPL’s STP course of
Delivers pre-approved working capital presents
Affords prompt funding via digital line of credit score
Who’s it for?
Tailor-made for BFSI and monetary establishments to speed up SME lending and cashflow-based financing.
Zeplyn streamlines advisor workflows, reducing down duties from hours to minutes with unmatched accuracy, whereas surfacing traits and insights that empower companies to optimize apply administration.
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Automates workflows with unmatched accuracy (ex. assembly notes, duties, and CRM updates)
Surfaces shopper traits and actionable insights
Saves advisors 10+ hours weekly for enhanced shopper focus
Who’s it for?
Monetary advisory companies and wealth groups, from solo outlets to enterprises with greater than $25B AUM.
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