A have a look at the businesses demoing at FinovateEurope in London on February 27. Register immediately 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 laws. It’s a Swiss sovereign answer.
Options
- Eliminates consumer idle time and churn
- Streamlines account openings
- Provides hyper-targeted funding options to fulfill 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 moderately than days: discover data, analyze information, or immediately draft stories.
Options
- Provides 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 personal banks (wealth managers) and banks for company and institutional purchasers (consumer options staff).
Taktikal is a regtech cloud answer that enables fintech firms to arrange regulated workflows sooner than ever earlier than in a no-code self-service atmosphere.
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 companies, and banks.
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