banking-ai
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Narmi’s bet: fix the software, keep the bank
The local bank knows your name. Its app should know what it’s doing. Narmi sells the digital plumbing that helps community institutions compete without becoming somebody else.
Rebecca Martin Knows the Customer Is the Strategy
Glia's first chief marketing officer has spent three decades making enterprise technology sound human - with customer evidence, measurable growth and an unfussy instinct for what matters.
Glia Put the Bank Branch Inside the Call Center - Then Gave It an AI Coworker
Regional banks cannot outspend megabanks, but they can stop making customers repeat themselves. Glia built a $1 billion software company around that stubbornly practical idea - and its next bet is an AI workforce with guardrails.
RDC.AI
RDC.AI (formerly Rich Data Co) is a Sydney-founded software company that builds an explainable AI decisioning platform for business and commercial lenders. Its cloud-native platform ingests transactional and alternative data to help banks originate, assess, monitor and manage loans faster and more transparently, producing a reason code for every decision so lenders can satisfy fair-lending and regulatory obligations. Backed by Westpac, nCino and Acorn Capital through a A$37m Series B, RDC.AI counts institutions such as M&T Bank, Westpac and BNZ among its customers and is expanding into North America.
Uptiq
Uptiq is an enterprise AI company purpose-built for regulated financial services. Its platform, Qore, lets banks, credit unions, wealth firms, non-bank lenders and fintechs build and deploy AI agents that automate operational work across lending, wealth, compliance and back-office functions - with document intelligence, a library of financial skills, multi-agent orchestration and secure integrations into existing core systems. Founded in 2022 and led by CEO Snehal Fulzele, Uptiq says more than 140 financial institutions run on its platform, reporting faster underwriting, lower operating costs and higher loan volume without adding headcount.
Snehal Fulzele
Snehal Fulzele is the founder and CEO of UPTIQ, a McKinney, Texas company building an AI agent platform for banks, credit unions, wealth managers and non-bank lenders. A Carnegie Mellon-trained engineer who spent time at Adobe and Oracle before co-founding Cloud Lending Solutions (sold to Q2 Holdings in 2018 for about $105M), he is now on his second fintech infrastructure company, having raised roughly $69M in total including a $25M Series B in February 2026 led by Curql.
Lyzr AI
Lyzr AI is an enterprise agent-infrastructure company that helps banks, insurers, and other regulated organizations move AI agents from proof-of-concept to production. Its open-core Agent Framework bakes Safe AI and Responsible AI modules into the core architecture, while products like Agent Studio and a roster of named agents (Jazon the AI SDR, Skott the AI marketer) let teams build, govern, and deploy autonomous agents inside their own firewall or VPC. Backed by Accenture and valued at $250M, Lyzr positions itself as the trusted layer between large language models and the compliance-bound enterprise.
Joel Kandy
Joel Kandy is the Chief Business Officer at Lyzr AI, the New Jersey-based agent-building platform, where he runs global enterprise sales and pushes governed, production-ready AI agents into banks, insurers, healthcare and e-commerce. A Columbia computer-science grad who started on a Credit Suisse trading-tech desk, he spent the 2010s selling security and intelligence software in heavily regulated markets at ThetaRay, KELA, CipherTrace (acquired by Mastercard) and IronVest before betting on agentic AI. He argues, loudly and often on LinkedIn, that banks are stalled not by the models but by operating discipline.