Finovate

It’s been a week since FinovateFall 2025, and our inbox is still buzzing with the most heartening feedback. The response to MoneyPlanned 's first live demo has been overwhelming and deeply validating. Taking a product as versatile and comprehensive as MoneyPlanned and unpacking it in just 7 minutes is no small feat—but Sameer Shashank's product genius and flawless execution made it look effortless. His ability to translate a complex, deeply engineered platform into a flawless, live, real-time demo is nothing short of incredible. The real star of our Finovate demo was how seamlessly the product came to life on stage. 💫 The launch of our AI Advisor was the milestone we’ve been building towards for years—long before the world woke up to AI. To finally see it come alive on stage in New York, with Heads of Innovation from leading banks and advisory firms resonating with our vision, was incredibly special. The AI Advisor unlocks unprecedented scale and revenue growth by automating the very core of advisory—financial planning itself. While other AI for Advisors focus on scheduling meetings or call automation, we’ve built the engine that generates financial plans in real-time. This is the true driver of business growth, and it’s where Moneyplanned stands apart. Our deep understanding of Indian consumers—knowing what they truly want and building what they genuinely need—has given us the foundation to now create something even greater for the world. Beyond our demo, the week was also one of immense learning and exchange—whether it was the U.S. exploring QR payments with stablecoins (an evolution of India’s UPI), new lending infrastructure, advisor-tech innovation, or AI-led cybersecurity. The resounding lesson from every conversation was that simplicity, agility, and usability matter just as much as innovation itself. We walk away from Finovate both humbled and energized—ready to scale globally, with our AI Advisor paving the way. Once again, it feels like day one—and we couldn't be more excited for what's in store.🚀🌎 Finovate | MoneyPlanned | Sameer Shashank #FinovateFall #Fintech #AIAdvisor #Moneyplanned

One panel, five CEO meetings, and a taxi ride that felt like a TED talk. That single sunrise sprint from home to Finovate Fall turned into a masterclass in AI, ambition, and human connection. New York handed me a mic to talk AI adoption beyond the tech and, in return, gifted me: - Five lightning-round lunch meetings where CEOs and CTOs opened their roadmaps like playbooks. - An insightful panel discussion with Ihar Mahaniok, Carrie Forbes, Kelly Dempski and wonderfully moderated by one of American Banker Top 20 Most Influential Women in Fintech Theodora Lau on why innovation must stay inclusive. - An interactive chat with Fintech game changer Stacy Bishop that reminded me community > patents. - An interesting cab ride leading to discussions from geopolitical to fitness topics with a driver who helped me catch my flight. Takeaway? Success isn’t coded in algorithms alone; it’s written in conversations, courage, and curiosity. Curious which moment taught me the most? Hit play, then tell me: What’s the biggest insight a stranger ever gave you on your journey?

Reflecting and feeling excited and inspired after attending Finovate Fall! I wanted to reiterate a recent quote another friend made "There’s no substitute for the human element". Watching friends and colleagues take the stage for live demos reminds me how powerful it is to support each other, cheer each other on, and celebrate big moments together. At Solutions by Text, we believe communication should be effortless and personal—because bringing people together starts with the right connection. Our platform simplifies how businesses engage with their customers and teams through text messaging, making every conversation more immediate, meaningful, and impactful. Being out on the road is always energizing, but it’s coming together as one group—with shared goals and genuine camaraderie—that makes these experiences truly meaningful. Here’s to the connections forged, the friendships strengthened, and the breakthroughs that only happen when we show up for each other in person. Laura Gibson-Lamothe Elizabeth Clubb Glen Sarvady Mitch Rutledge Timothy Li Eric King Leonardo Fiorini, MBA Steve Rubin Shawn Curtis Francheska Flores, MBA, CCIM Michelle Tran Jason Hiland #finovatefall #collaboration #FinTech #SBT