rewrite this title FinovateSpring 2025 Sneak Peek Series: Part 1 – Finovate

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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