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A look at the companies demoing at FinovateSpring in San Diego on May 7 – 9. Register today using this link and save 20%.
Cinareo is a SaaS solution designed for scenario-based capacity planning for both agents and support staff at a contact center, including financial analysis and recruitment and training planning.
Features
50% time savings for workforce planners adopting cloud-based planning
20% cost reduction while keeping high service levels and productivity
25% improvement in service efficiency and customer satisfaction
Who’s it for?
Any financial institution with a contact center that has over 100 seats.
Covet transforms estate organization by consolidating financial, physical, and digital assets into a real-time estate summary—unlocking insights for advisors and financial institutions.
Features
Provides complete estate visibility across financial, physical, and digital assets
Automates estate documents that are generated and updated seamlessly
Delivers scalable, automated updates for assets and family changes
Who’s it for?
Financial advisors, wealth management firms, family offices, credit unions, investors, and individual clients seeking seamless estate organization, automated updates, and multigenerational insights.
Kaian’s white-label solution helps banks and credit unions support customers and members.
Features
Supports bill payment challenges for customers and members
Rewards smart spending habits to improve financial behavior
Drives loyalty and increases lifetime value for banks and credit unions
Who’s it for?
Credit unions and community banks.
TAPP Engine bridges the gap between banking and wealth, helping financial institutions grow by embedding white-labeled investment solutions that enhance engagement, drive revenue, and strengthen loyalty.
Features
Delivers an intuitive design, educational resources, and accessibility
Provides access to self-directed, automated, and practice investing experiences
Offers institutional-grade connectivity with data-driven personalization
Who’s it for?
Credit unions, banks, fintechs, RIAs, independent broker dealers, and more.
Winnow is an award-winning regulatory change management platform that allows customers to build customized state and federal compliance surveys.
Features
Pay-As-You-Go Surveys: Generate a-la-carte compliance surveys
Bills: View bills linked to relevant requirements and defined terms
Historical Surveys: Build compliance surveys based on a past date
Who’s it for?
Banks, credit unions, fintechs, lenders, and law firms.
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