A take a look at the businesses demoing at FinovateEurope in London on February 27. Register right this moment utilizing this hyperlink and save 20%.
InvestGlass is the #1 Swiss gross sales automation answer for banks, which options digital onboarding, CRM, advertising, 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
Presents hyper-targeted funding options to satisfy consumer wants effectively
Suitable on premise/cloud
Who’s it for?
Banks, fee suppliers, brokers, wealth administration firms, and governments.
Kodex AI’s generative AI answer allows monetary professionals to finish analyses in minutes relatively than days: discover data, analyze information, or immediately draft experiences.
Options
Presents precision-tailored LLM specializing in monetary information
Delivers clear information sourcing with detailed audit trails
Gives superior information safety measures, mitigating breaches and compliance violations
Who’s it for?
Consumer-focused groups in personal banks (wealth managers) and banks for company and institutional purchasers (consumer options crew).
Taktikal is a regtech cloud answer that permits fintech firms to arrange regulated workflows quicker than ever earlier than in a no-code self-service surroundings.
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 firms, skilled providers, and banks.
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