Preparing for growth with AI and collaboration: Ocrolus September event recap

With summer winding down, the Ocrolus team kicked off event season in September, laying the groundwork for an exciting few months ahead.

With the mortgage industry getting heated up now and continuing through to a hot spring, the Digital Mortgage Conference by National Mortgage News provided the perfect opportunity for our mortgage experts to connect with industry leaders and plan for a surge in demand.

For small business lenders, the deBanked B2B Finance Expo and Finovate Fall offered a chance to hear what’s top of mind for our partners as they prepare to close out the year and focus on growth opportunities.

At both events, a common theme emerged: the growing importance of AI in driving smarter, more efficient lending decisions.

An exciting tech showcase at Digital Mortgage

In early September, Team Ocrolus headed to the West Coast for Digital Mortgage, a conference hosted by National Mortgage News.

The event brought together over 600 mortgage industry professionals in San Diego, providing valuable insights into the challenges lenders face in their origination workflows and how technology can offer solutions to make more informed underwriting decisions. Attendees also had the opportunity to join Ocrolus Director of Product (Mortgage), Rebecca Seward, for a live demo showcasing how automated income calculations can cut costs and improve decision-making.

At the event, tech took center stage as mortgage lenders came from across the country for a look at new solutions to help them prepare for a busy spring season.

Diving into fintech event season at Finovate Fall

Next on the agenda was Finovate Fall, where the crisp New York weather set the tone for an exciting start to the fall fintech event season.

At the conference, we connected with partners, customers and industry experts from companies of all sizes to catch up on the latest industry news and applications of AI in financial services.

Two key trends drove the conversation at Finovate Fall this year. First, there was a wide range of product demonstrations focused on helping financial institutions leverage AI to further automate existing workflows and customer service processes. Second, there has been a notable rise in service providers offering implementation support for financial institutions adopting AI. 

Both of these trends speak to lenders’ increasing interest in streamlining workflows with AI. However, as the financial AI landscape becomes more complex, lenders are increasingly seeking a one-stop shop to simplify implementation and ensure seamless integration.

Spotlighting growth and collaboration at the deBanked B2B Finance Expo

At the deBanked B2B Finance Expo in Las Vegas, optimism about future growth and opportunities to collaborate were the main theme.

During the conference, we saw continued enthusiasm about growth in the small business lending market over the coming year, a desire of market participants to work together to combat fraud and curiosity about the potential for embedded lending in the B2B market.

With attendees from across the small business lending industry, the event had a fantastic lineup of speakers from lenders and technology providers to legal and policy experts, capital providers and M&A bankers.

Among these financial leaders, Ocrolus SVP of Growth David Snitkof joined experts on a tech panel to share his insights on the future of AI. He also held a live demo of Cash flow Analytics and automated ISO application processing technologies.

Celebrating success and opportunities with industry partners

Finally, we rounded out the month on a high note with two events hosted by our partners.

First, we celebrated the success of our longtime partners at altbanq during their inaugural altbanquet. Held in Brooklyn, the event brought together industry professionals from across New York for an evening of networking, cocktails – and a perfect summer sunset.

Next, at the Nova Credit Cash Flow Underwriting Summit, top minds in risk management, data and policy came together with a renewed sense of enthusiasm and optimism for the consumer lending market – and how cash flow data can increase opportunities for lenders.

At the end of a busy month, both events left us energized and looking forward to what’s ahead as we continue to foster growth and collaboration across the industry.

We’ll be back on the road this month, check out our full calendar of upcoming events to see where we’ll be next.

 Key takeaways  

• In September, Ocrolus connected with industry leaders at events like Digital Mortgage, deBanked B2B Finance Expo and Finovate Fall.
• At deBanked and Finovate Fall,  attendees discussed strategies for managing the expected surge in mortgage demand and exploring growth opportunities in small business lending as the year comes to a close.
• A common theme across all events was the growing importance of AI in streamlining workflows and driving more efficient, smarter lending decisions.