Fall Trends Unveiled at Our Platform May Diverge from Anticipated Directions, 2025
The Our Platform Fall 2025 conference, taking place from September 8 to 10 at the Marriott Marquis in New York, is set to highlight the latest advancements and trends in AI, identity, authentication, personalization, product launch, small business lending, and wealth management.
AI and Personalization
Advanced AI-driven personalization technologies will take centre stage, with a focus on analyzing behavioural data to deliver tailored content and engagement experiences in real time. This includes behavioural analytics, dynamic content delivery, and AI-powered chatbots or virtual assistants to enhance user interaction and retention.
Identity and Authentication
While specific new trends for identity and authentication are not detailed, robust data security and compliance measures are expected to be a key focus. End-to-end encryption and proactive AI-based threat detection will be essential components of modern authentication strategies to protect user identities and data privacy.
Product Launch
While no direct reference to product launch strategies was found, the emphasis on user-centered design and innovative approaches to product development and engagement suggests that successful product launches will be a significant part of the conference.
Small Business Lending
Industry accelerators, such as the Sports-Tech Innovation Accelerator launched by Colab Platforms, indicate a growing interest in innovation funding programs that could inform lending models.
Wealth Management
AI-enhanced client personalization and secure data practices are anticipated to be core themes in wealth management, given the emphasis on AI and security.
Additional Trends
Some sessions at related Fall Forums emphasize changing definitions of users influenced by AI agents and SEO, highlighting an evolving landscape for engagement and digital identity management.
The Demos
This year, AI is assumed to be baked into most solutions, and companies need to differentiate themselves by how outcomes are measured. The demos, running on a single track, will showcase a blend of first-time startups and established players. Companies to watch for include ID-Pal, Keyless, LexisNexis Risk Solutions, AirKey, Charm Security, and Quavo.
AI Agents
Demos at the conference are expected to feature AI agents that triage alerts, auto-draft responses, and fetch context across systems, with guardrails for compliance and trust.
The Wealthtech Industry
The wealthtech industry has accelerated into engagement engines that grow balances and trust.
Companies to Watch
In addition to the aforementioned companies, some companies to watch for in the agentic AI category include Lyzr AI, WNSTN, Castellum.AI, LemonadeLXP's InsightAI, and Clarista. Technology to improve the customer experience is getting more predictive and robust, with companies like Vertice AI, Mall IQ, WaveCX, and CollaborationRoom.ai expected to showcase their solutions.
The Move of Agentic AI from Pilots to Production
One of the main trends to watch at the conference is the move of agentic AI from pilots to production.
Assisting Institutions
Kaaj AI assists institutions in understanding small-business needs and growing portfolios, while Gentreo meets families where they are with estate planning.
Consumer BNPL
Consumer Buy Now Pay Later (BNPL) is no longer front-and-center like it was a few years ago, but BankingON's Boucoup funnels parents and teens into new accounts.
Improving Identity Verification, Authentication, and Scam Defense
Another trend to watch is the improvement in identity verification, step-up authentication, and scam defense.
Streamlining Advisor Workflows
Zeplyn streamlines advisor workflows to help reduce manual tasks and surface growth opportunities.
Banks Bringing Digital Investing to Everyone
Eko helps banks bring digital investing to everyone.
Conducting Fraud Detection, Predicting Charge-offs, and Increasing Approvals Safely
Conductiv detects fraud, predicts charge-offs, and increases approvals safely without lowering standards using data and AI.
[1] https://www.forbes.com/sites/forbestechcouncil/2021/06/23/how-to-differentiate-your-ai-company-in-a-saturated-market/?sh=388d2c9235c8 [2] https://www.forbes.com/sites/forbestechcouncil/2021/07/27/how-seo-can-help-your-ai-business-grow/?sh=2435439c156d [3] https://www.forbes.com/sites/forbestechcouncil/2021/08/11/how-ai-is-transforming-the-sports-tech-industry/?sh=718c73465e6f
Technology-Driven Finance and Business
The increasing use of AI in various sectors, such as identity verification, customer experience, and wealth management, signifies a technology-driven future for finance and business.
Innovation in Small Business Lending
The emergence of innovation funding programs and platforms, like the Sports-Tech Innovation Accelerator, suggests a shift towards more innovative approaches in small business lending.
