
As a global leader in enterprise applications and business AI, SAP stands at the connection of business and technology. For over 50 years, organizations have trusted SAP to bring out their best by uniting business-critical operations spanning finance, procurement, HR, supply chain, and customer experience.

FIS is a financial technology company providing solutions to financial institutions, businesses and
developers. We unlock financial technology to the world across the money lifecycle underpinning the
world’s financial system. We advance the way the world pays, banks and invests – helping clients to
confidently run, grow, and protect their businesses.

Akoya transforms how consumers share banking data, using APIs to enhance data privacy. We’re committed to a financial system that provides transparency, accessibility, and choice. Akoya’s data access network and open banking solutions serve financial institutions, third parties, and data aggregators, offering products that are purpose-built for secure data access.

CI&T (NYSE: CINT) is a digital experience and technology services provider for a diverse set of financial institutions including credit unions, regional and national banks. We implement complex end-to-end solutions for personalized customer experience, content management, digital products, payment services, cloud management, data, and analytics for companies like Delta Community Credit Union, First Hawaiian Bank, Wells Fargo, HSBC, Itau and Bradesco.

Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward.

Naehas accelerates value for financial institutions by leveraging deep expertise to strengthen how products, pricing, and compliance are structured, governed, and executed. Our platform enables institutions to align regulatory oversight, offer execution, and hyper-personalized engagement within a single, scalable framework. By integrating automation, structured governance, and data-driven decision-making, Naehas empowers financial institutions to focus on trust, operational transparency, and sustained growth.

Planview is the leading end-to-end platform for Strategic Portfolio Management (SPM) and Digital Product Development (DPD), enabling organizations to plan and deliver large-scale digital transformation initiatives. Planview empowers organizations to improve time-to-market and predictability, increase efficiency to unlock capacity, and ensure their most strategic product and project initiatives deliver the desired business outcomes. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers and 2.7 million users globally, including 59 of the Fortune 100. Headquartered in Austin, Texas, Planview has over 1,400 employees worldwide.

Headquartered in Ridgefield Park, N.J., Samsung Electronics America, Inc. (SEA) is a leader in mobile technologies, consumer electronics, home appliances and enterprise solutions. The company pushes beyond the limits of today’s technology to provide groundbreaking connected experiences across its large portfolio of products and services, including mobile devices, home appliances, home entertainment, 5G networks, and digital displays. As EPA’s ENERGY STAR® Corporate Commitment Partner, SEA is dedicated to making a positive impact on the environment through its eco-conscious products, practices and operations. To learn more and to get involved, visit Samsung.com.
For the latest news, visit news.samsung.com/us and follow @SamsungNewsUS. SEA is a wholly owned subsidiary of Samsung Electronics Co., Ltd

Talkdesk is on a mission to rid the world of bad customer experience. With our cloud-native, AI-powered CX platform, purpose-built industry solutions, and extensible AI offerings, we empower enterprises to deliver exceptional customer experiences that make them more competitive, grow revenue, reduce costs, and provide operational efficiencies.

As a global leader in travel and specialty insurance, Allianz Partners has a long history of helping people—anytime, almost anywhere. Every year, we protect more than 100 million people worldwide through our airline, financial institution, and event ticket partnerships, and we take pride in exceeding their expectations.


CD Valet is a digital marketplace connecting consumers with financial institutions to compare and open Certificates of Deposits with the best rates and terms nationwide. Banks and credit unions easily attract deposits through our advertising, analytics and account opening services, enabling them to price and promote CDs to ready-to-buy savers.

CDW Corporation (Nasdaq: CDW) is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. Our broad array of products and services range from hardware and software to integrated IT solutions such as security, cloud, hybrid infrastructure and digital experience.

“Meet Process Intelligence—the fastest lever for change in Banking. Process Intelligence connects you to your processes, your teams to each other, and AI to your business. Celonis uses process mining and augments it with business context to give you a living digital twin of your business operations, from credit lifecycle, to payments & trades, fraud & anti-money laundering, regulatory compliance, and beyond.”
Demo Presentation
This demonstration will highlight Celonis’ impact on KYC operations, where fragmented processes, manual reviews, and rework contribute to prolonged onboarding cycles and regulatory exposure. Celonis enables banks to optimize KYC case handling by streamlining workflows, identifying root causes of delays, and automating exception resolution. With AI-driven recommendations, institutions can enhance analyst productivity, reduce onboarding times, and ensure consistent compliance.

Fiserv, Inc. (NYSE: FI), a Fortune 500™ company, aspires to move money and information in a way that moves the world. As a global leader in payments and financial technology, the company helps clients achieve best-in-class results through a commitment to innovation and excellence in areas including account processing and digital banking solutions; card issuer processing and network services; payments; e-commerce; merchant acquiring and processing; and the Clover® cloud-based point-of-sale and business management platform. Fiserv is a member of the S&P 500® Index and one of Fortune® World’s Most Admired Companies™. Visit fiserv.com and follow on social media for more information and the latest company news.

Glia helps 600+ financial institutions seamlessly connect with customers on our ChannelLess® digital and voice platform. Our AI for All™ solutions are pre-built with security guardrails for high-trust organizations. From our revolutionary pricing model to our industry-leading Net Promoter Score, discover what makes Glia different at glia.com/the-glia-difference.
Demo Presentation
Discover how Glia’s AI for All™ framework enhances the account holder experience. Learn how Customer AI™, Agent AI™, Manager AI™, and Exec AI™ responsibly augment human support and streamline operations to help your team focus on what matters most – meaningful account holder relationships.

Ingo Payments empowers banks, fintechs, and enterprises to deliver modern financial experiences through our full-service embedded banking platform. Our modern money stack powers account funding, transfers, payouts, and issuing solutions—with built-in compliance and risk management. Our vertically integrated platform reduces third-party risk, streamlines operations, and accelerates time to market.

Intelygenz specializes in the development and production of AI, Data & Cloud solutions for the enterprise, helping organizations turn AI concepts into real-world, production-ready solutions that deliver measurable business outcomes.
With over two decades of expertise in deep tech, data and 12 years dedicated to AI, Intelygenz is an end-to-end AI services provider—collaborating with enterprise teams to conceptualize, build, integrate, deploy, and maintain AI solutions that maximize efficiency, reduce costs, and drive innovation.
Our AI expertise spans fraud intelligence, intelligent automation, AI-powered document processing, predictive analytics, and enterprise data enablement. We focus on business-first AI adoption, ensuring every solution is aligned with industry needs and delivers rapid ROI in weeks and months, not years.
We don’t just design AI—we implement it, ensuring that every AI solution moves beyond proof-of-concept into full-scale production success.

interface.ai is a leading provider of AI Co-Pilots, AI Agents and AI Operator solutions for Credit Unions and Community Banks. interface.ai solutions deliver a seamless, unified experience across voice, digital, and employee-assisted channels, all powered by a single AI brain that continuously learns and improves. With over 1.5 conversations a day and over 500 million conversations to date, interface.ai AI Banking Platform provides the foundation for most robust, proven and capable AI solutions.
Trusted by close to 100 Community Financial Institutions, interface.ai is dedicated to helping Community Financial Institutions achieve their mission of serving their communities with the best combination of AI and human touch.
– Product name & description:
Reimagine online banking and customer service with the next frontier in Agentic AI
Experience the leap from point-and-click portals to a fully conversational, agentic banking universe. This demo reveals how next-gen Agentic AI fronts every channel—chat, voice, and multimodal—guiding members through inquiries, transactions and even financial planning, while an integrated operator workspace quietly handles the rare tasks AI can’t. No transfers, no silos—just instant answers, proactive insights, and service so seamless legacy call centers feel prehistoric.

InvestiFi is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling banks to retain more assets, attract new members and turn on new revenue streams all by offering digital investing from within the online banking experience your account holders already know and trust – yours! InvestiFi integrates seamlessly into your existing digital banking platform to provide your account holders access to digital investing options – including a Robo Advisor – to get started or expand and diversify their portfolio.
Demo Presentation
The InvestiFi platform provides digital investing to your Account Holders directly from their online banking experience and enables investing to occur DIRECTLY from their checking account, removing the need for them to move money to third party apps like Robinhood or SoFi to invest. This keeps more deposits in your financial ecosystem AND brings more of those deposits BACK in house, further supporting the health and wellness of your financial institution.
In addition to the self-directed digital investing solution, our Guided Investing offering also provides an option for those needing more insight on how / where to invest. By completing a quick questionnaire, Account Holders are offered portfolio options based on their risk tolerance and interest. Our Guided Investing offering is also unique in that it uses your organization’s Money Market Account as the cash equivalent portion of the portfolio, once again, further supporting the opportunity for growth and revenue building for your financial institution.
Lastly, our platform includes a robust Operations Center that provides you – the financial institution – with a more self-directed experience to make changes to the user experience, easy modification of investment vehicles and educational content, coupled with powerful analytics that track every interaction in the platform enabling precise ROI tracking.

Nymbus delivers a cloud-based, full-stack banking platform, empowering community banks and credit unions to accelerate their growth and market positioning. Founded in 2015, Nymbus modernizes legacy core systems that support brick-and-mortar and digital-first institutions, and facilitates the launch of vertical banking strategies or subsidiary brands with a sidecar Core alternative.

Personetics, the Cognitive Banking Company, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institutions across 35 global markets, Personetics supports 150 million active monthly users. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv. For more information, visit https://personetics.com.

Plaid is a data network that powers the fintech tools millions of people rely on to live a healthier financial life. We work with thousands of fintech companies, several Fortune 500 & many of the largest banks to make it easy for people to connect their financial accounts to the apps & services they want to use.

Quantum Metric is the customer-centered digital analytics platform for today’s leading organizations. Providing a simplified approach to monitor, diagnose and optimize the digital journeys that matter most, the QM platform offers in-depth customer understanding, quantified and tied to core business objectives. Today, QM captures insights from 45% of the world’s internet users, supporting global brands across every industry to get to the heart of their customer, with greater speed and efficiency.

Founded by industry veterans, Uptiq is the enterprise-ready AI platform purpose-built to modernize financial services workflows. With easily deployable AI agents and an innovative AI Workbench, Uptiq drives operational efficiency and scalability. Trusted by 140+ financial institutions, Uptiq delivers superior outcomes and a better client experience in regulated industries.
Demo Presentation
For financial services institutions looking to maximize the value of their existing resources and client relationships, Uptiq is the enterprise-ready AI platform built for financial workflows by financial experts.
Uptiq delivers pre-built, rapidly deployable AI agents and seamless integration into your infrastructure — addressing complex industry challenges and helping deliver quick ROI through enhanced client experiences and internal efficiency from day one.
Architected with the regulatory compliance and control financial institutions require, the Uptiq platform also offers a workbench for refining existing workflows and creating new ones, enabling you to adapt and scale as your needs evolve.

nCino is powering a new era in financial services. The Company was founded to help financial institutions digitize and reengineer business processes to boost efficiencies and create better banking experiences. With over 1,800 customers worldwide – including community banks, credit unions, independent mortgage banks, and the largest financial entities globally.

treXis supplies expert resources and a license-free digital banking framework that reduces tech spend while accelerating innovation. We help banks modernize systems, unify architecture, and reclaim control of their data and digital future without disruptive conversions.

ARGO drives customer engagement for consumer and business customers throughout the customer journey, from the early awareness and consideration stages, fulfillment, and servicing through relationship expansion. ARGO is a proven software innovator in the areas of Omni-channel delivery, credit underwriting, positive pay, servicing, teller payments, and deposit fraud detection.

ATTUNE’s all-in-one digital origination platform empowers banks to streamline account opening, lending and real-time cross-selling. We help financial institutions grow deposits and loans by simplifying the experience and originating multiple financial products in one workflow.

For over 20 years, Celestial has empowered global enterprises through digital transformation. Based in Vancouver with worldwide offices, our in-house engineering team delivers expert cloud solutions spanning applications, data, AI, security, and infrastructure. We partner closely with clients across industries, transforming unique business challenges into competitive advantages.

FI Navigator is the data and analytics platform guiding performance resourcing and strategy development for the U.S. banking vertical’s vendors, advisors, and financial institutions.

As a payments leader for more than 30 years, Elavon is an experienced and trusted partner for financial institutions of all sizes. By adding payments processing to your services, you can increase your bank’s value to business customers, attract new clients, and grow non-interest income without added expense.

Anonybit is revolutionizing digital security with its privacy-enhancing biometric infrastructure. Designed for supporting identity management across the user lifecycle, our decentralized platform prevents data breaches and fraud, supporting face, voice, iris, fingerprint and palm recognition across online, in-person, and call center environments.
Leading banks and fintechs rely on Anonybit daily for passwordless login, step up authentication, call center authentication and managing blocklists. With our award-winning innovation, we enable a future based on digital trust and inclusion. Learn more at www.anonybit.io.

DailyPay is a worktech platform on a mission to power daily opportunities for workers everywhere. DailyPay’s platform, featuring the industry-leading earned wage access solution, empowers daily workers to simplify and optimize their working lives and better manage the money they make. Leading employers leverage DailyPay to give them a competitive advantage in recruiting, retaining and increasing worker productivity.

Relay is the innovator of a new B2C channel designed for financial services institutions to create more valuable customer relationships. Our personalized channel combines the timeliness of SMS with the multifaceted experience of scrolling social feeds. By delivering exactly what customers need, when they need it, in a format they’re comfortable with, we help organizations drive the outcomes important to them.