A have a look at the businesses demoing at FinovateEurope in London on February 27. Register at the moment utilizing this hyperlink and save 20%.
InvestGlass is the #1 Swiss gross sales automation answer for banks, which options digital onboarding, CRM, advertising and marketing, portfolio administration, and integrates on-premise AI GPT with legacy rules. It’s a Swiss sovereign answer.
Options
Eliminates consumer idle time and churn
Streamlines account openings
Affords hyper-targeted funding options to satisfy consumer wants effectively
Suitable on premise/cloud
Who’s it for?
Banks, cost suppliers, brokers, wealth administration firms, and governments.
Kodex AI’s generative AI answer allows monetary professionals to finish analyses in minutes reasonably than days: discover info, analyze information, or immediately draft experiences.
Options
Affords precision-tailored LLM specializing in monetary information
Delivers clear information sourcing with detailed audit trails
Supplies superior information safety measures, mitigating breaches and compliance violations
Who’s it for?
Shopper-focused groups in non-public banks (wealth managers) and banks for company and institutional shoppers (consumer options workforce).
Taktikal is a regtech cloud answer that permits fintech firms to arrange regulated workflows sooner than ever earlier than in a no-code self-service setting.
Options
Automates KYC and KYB due diligence
Streamlines approval and danger evaluation workflows
Delivers visible workspace for designing buyer onboarding experiences
Who’s it for?
Fee suppliers, monetary service suppliers, insurance coverage firms, skilled providers, and banks.
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