Better financial experiences.
Stronger client relationships.
We help organizations deliver financial tools and intelligence that deepen client relationships and drive real growth.
WHAT WE DO
Financial technology that works for both sides.
We build financial technology that works for both sides of the relationship. Organizations get deeper engagement, stronger retention, and real growth signals. Their clients get context-aware intelligence that helps them make better financial decisions.
Integrating AI-powered financial intelligence and digital experiences across any digital surface, we deliver enterprise-grade solutions that scale securely and create measurable business outcomes.
Smarter guidance
Context-aware guidance that helps clients make better financial decisions.
Client intelligence
Insights that surface client intent and identify opportunities for engagement, retention, and growth.
Shared success
The best experiences don’t force a tradeoff. Both sides win.
THE OVATION DIFFERENCE
AI that understands financial services.
Artificial intelligence is reshaping how people interact with financial organizations. Bravo is Ovation’s intelligence layer that brings together conversational AI, organizational knowledge, contextual memory, and enterprise guardrails to personalize engagement while surfacing opportunities for your organization.
Half of Americans believe managing money without AI will soon feel outdated.
Plaid Harris Poll, 2026
WHO WE WORK WITH
Built for organizations people trust most.
COMPLIANCE
Trust by design.
At Ovation, we understand that trust is earned through transparency, reliability, and the highest standards of data protection. As a provider of financial technology solutions, we take that responsibility seriously by embedding security, privacy, and compliance into every layer of our business operations. Request access to our Trust Center here.
Security
Our platform is built on enterprise-grade infrastructure with encryption, access controls, and continuous monitoring. Security is foundational to how we build.
Privacy
Ovation maintains a formal information security program aligned with the SOC 2 framework. Compliance documentation is available to partners through our Trust Center.
Responsible AI
Our AI layer is built with safeguards at the core. Conversations are not used for training models, interactions are logged with audit trails, and appropriate guardrails are embedded across every deployment.
Compliance
We collect only the data needed to deliver our services, and we handle it according to documented policies with transparent disclosures. We never sell end-user data.
WHO WE ARE
Decades of fintech experience.
25+ years building trusted technology for banks, credit unions, and wealth firms.
Kevin Cimring(CEO) and Scott Mount(CXPO) have spent more than two decades building technology for banks, credit unions, wealth management firms, and employers.
They helped pioneer digital wealth management at Jemstep, later acquired by Invesco (NYSE: IVZ), and founded Ovation Ventures around a simple belief: the best financial experiences don't force a tradeoff — they create value for the people being served and growth for the organizations serving them.
Today, Ovation-powered programs reach more than 150 financial institutions across the United States through our partners.
OUR VALUES
What guides everything we build.
INVESTORS
CONTACT US
Learn more about what Ovation can do for you.
It all begins with a conversation. Schedule a 30-minute chat to learn more about our solutions, our approach and the impact we can make for your organization.