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A look at the companies demoing at FinovateEurope in London on February 27. Register today using this link and save 20%.
InvestGlass is the #1 Swiss sales automation solution for banks, which features digital onboarding, CRM, marketing, portfolio management, and integrates on-premise AI GPT with legacy regulations. It is a Swiss sovereign solution.
Features
- Eliminates client idle time and churn
- Streamlines account openings
- Offers hyper-targeted investment solutions to meet client needs efficiently
- Compatible on premise/cloud
Who’s it for?
Banks, payment providers, brokers, wealth management companies, and governments.
Kodex AI’s generative AI solution enables financial professionals to complete analyses in minutes rather than days: find information, analyze data, or instantly draft reports.
Features
- Offers precision-tailored LLM specializing in financial data
- Delivers transparent data sourcing with detailed audit trails
- Provides advanced data security measures, mitigating breaches and compliance violations
Who’s it for?
Client-focused teams in private banks (wealth managers) and banks for corporate and institutional clients (client solutions team).
Taktikal is a regtech cloud solution that allows fintech companies to set up regulated workflows faster than ever before in a no-code self-service environment.
Features
- Automates KYC and KYB due diligence
- Streamlines approval and risk assessment workflows
- Delivers visual workspace for designing customer onboarding experiences
Who’s it for?
Payment providers, financial service providers, insurance companies, professional services, and banks.
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Madeline Clines
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