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A take a look at the businesses demoing at FinovateEurope in London on February 27. Register as we speak utilizing this hyperlink and save 20%.
InvestGlass is the #1 Swiss gross sales automation resolution for banks, which options digital onboarding, CRM, advertising, portfolio administration, and integrates on-premise AI GPT with legacy rules. It’s a Swiss sovereign resolution.
Options
Eliminates consumer idle time and churn
Streamlines account openings
Presents hyper-targeted funding options to fulfill consumer wants effectively
Appropriate on premise/cloud
Who’s it for?
Banks, fee suppliers, brokers, wealth administration corporations, and governments.
Kodex AI’s generative AI resolution allows monetary professionals to finish analyses in minutes quite than days: discover info, analyze information, or immediately draft experiences.
Options
Presents precision-tailored LLM specializing in monetary information
Delivers clear information sourcing with detailed audit trails
Offers 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 purchasers (consumer options crew).
Taktikal is a regtech cloud resolution that permits fintech corporations to arrange regulated workflows quicker 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?
Cost suppliers, monetary service suppliers, insurance coverage corporations, skilled providers, and banks.
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