Steven Piaker

Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, beneficiary outcome and tax modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.

Circit is an audit evidence collection platform for firms to verify the worlds assets at source. We help teams save time on processes, tracking request statuses and collaboration with evidence providers. Firms using Circit deliver higher quality audits by elevating the client experience and streamlining direct from source collection. The Circit platform is a fully integrated suite covering a range of products to facilitate audit, tax and funds use cases. The platform offers confirmations, client collaboration and transaction level third-party evidence. With a focus on security, we offer a directly regulated platform to connect all stakeholders seamlessly.

Inbox Health directly addresses the challenge of patient A/R, one of the fastest-growing problems in healthcare. Our solution automates patient billing and payments and modernizes the healthcare support experience, leading to increased revenue, improved efficiency, and higher patient satisfaction. Inbox Health improves patient engagement by providing clear medical bills immediately after service, choice of payment methods and communication channels, and fast, empathetic support through the phone and live chat. This experience results in an increase in profitability, cash flow, and collection speeds. Users report a 60% increase in collection speeds in the first 60 days. Inbox Health provides an automated, streamlined platform for healthcare organizations that saves time, reduces paper statement costs, and results in fewer patient phone calls. Inbox Health currently serves over 2,000 healthcare practices and over 2 million patients. Headquartered in New Haven, Conn., Inbox Health was recently named to the Inc. 5000 list of fastest-growing private companies in America. Learn more at www.inboxhealth.com

Comply with confidence. SteelEye is the first and only truly integrated trade and communications surveillance solution. We empower you with the data-driven tools and complete insights you need to focus on what matters, all from a single platform.

Cassinis Margin and Collateral analytics optimize derivatives trading with intelligence-driven analytics, reducing risk and enhancing returns for the buyside and sell side. We facilitate margin calculation, lifetime cost assessment, and seamless integration with OMS, EMS, and Collateral systems for streamlined access to our analytics. Our clients have realized significant benefits, such as boosted cash levels, reduced funding charges, and minimized exposure during a stressed market. Cassini ensures margin requirement validation, effective risk management, regulatory compliance, and enhanced collateral resilience. Our holistic solution empowers you to navigate derivatives trading confidently and efficiently, making it an invaluable asset in todays complex financial landscape.

Point Predictive is an Ai technology company with deep expertise in building machine learning scoring models that have been widely deployed by banks and lenders. Point Predictive solutions enable lenders to fund more loans using a patented combination of Artificial and Natural Intelligence [Ai+Ni] that powers machine learning risk assessments. Point Predictive helps automotive, mortgage, retail, personal lending and student loan finance companies identify consumer loan applications that have truthful and reliable information without the intense interrogation and verification of data prompted by solutions currently in use. Highly regarded as one of the most trusted fraud and misrepresentation solution providers to financial services companies, Point Predictive leverages that experience to help lenders safely fund more loans to more consumers while reducing their first-party and third-party misrepresentation and fraud losses. Point Predictive is a big data company using unique insights powerfully orchestrated from millions of examples of true and falsified loan applications, billions of derived proprietary data elements, and scientifically-selected third-party data sources to build powerful machine learning models augmented by the natural intelligence of human experience. Located in San Diego, California, more information about Point Predictive can be found at www.pointpredictive.com.

TrueMotion offers auto insurers a mobile telematics platform that enables next-generation digital programs. Powered by mobile technology, machine learning, and data science, its patented smartphone data platform can accurately determine when a person is driving and reveal her behaviors behind the wheel, including distracted driving. This unique data powers usage-based insurance, distracted driving programs, claims services, and fleet management programs.

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). We are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. BILL occasionally uses AI-generated images in marketing materials for illustrative purposes only.

Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, beneficiary outcome and tax modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.

Circit is an audit evidence collection platform for firms to verify the worlds assets at source. We help teams save time on processes, tracking request statuses and collaboration with evidence providers. Firms using Circit deliver higher quality audits by elevating the client experience and streamlining direct from source collection. The Circit platform is a fully integrated suite covering a range of products to facilitate audit, tax and funds use cases. The platform offers confirmations, client collaboration and transaction level third-party evidence. With a focus on security, we offer a directly regulated platform to connect all stakeholders seamlessly.

Inbox Health directly addresses the challenge of patient A/R, one of the fastest-growing problems in healthcare. Our solution automates patient billing and payments and modernizes the healthcare support experience, leading to increased revenue, improved efficiency, and higher patient satisfaction. Inbox Health improves patient engagement by providing clear medical bills immediately after service, choice of payment methods and communication channels, and fast, empathetic support through the phone and live chat. This experience results in an increase in profitability, cash flow, and collection speeds. Users report a 60% increase in collection speeds in the first 60 days. Inbox Health provides an automated, streamlined platform for healthcare organizations that saves time, reduces paper statement costs, and results in fewer patient phone calls. Inbox Health currently serves over 2,000 healthcare practices and over 2 million patients. Headquartered in New Haven, Conn., Inbox Health was recently named to the Inc. 5000 list of fastest-growing private companies in America. Learn more at www.inboxhealth.com

Comply with confidence. SteelEye is the first and only truly integrated trade and communications surveillance solution. We empower you with the data-driven tools and complete insights you need to focus on what matters, all from a single platform.

Cassinis Margin and Collateral analytics optimize derivatives trading with intelligence-driven analytics, reducing risk and enhancing returns for the buyside and sell side. We facilitate margin calculation, lifetime cost assessment, and seamless integration with OMS, EMS, and Collateral systems for streamlined access to our analytics. Our clients have realized significant benefits, such as boosted cash levels, reduced funding charges, and minimized exposure during a stressed market. Cassini ensures margin requirement validation, effective risk management, regulatory compliance, and enhanced collateral resilience. Our holistic solution empowers you to navigate derivatives trading confidently and efficiently, making it an invaluable asset in todays complex financial landscape.