Delfi, the AI-native balance sheet optimization company for community banks and credit unions, has been selected to demo at FinovateFall 2026, September 9–11 at the Marriott Marquis Times Square in New York. Delfi will unveil Delfi Exchange and its accompanying AI Agent, a pioneering platform connecting balance sheet analytics directly to execution.
Why now? Every CFO needs better scenario planning and strategic execution
Balance sheets are being repriced by economic and political events that no one can put on a calendar. Economic policy, geopolitics, and rate expectations can all move inside a single news cycle.
The smaller the institution, the less room it has to be wrong — and the greater the need to continuously scenario plan, understand impacts, and act quickly when conditions change. Wall Street does this already, with teams of quants and traders rapidly turning analysis into transactions.
Most community banks and credit unions only run similar scenarios quarterly, often relying on third-party consultants or in-house spreadsheets. When they do act, they frequently turn to external brokers whose recommendations may be shaped by the products they have to sell rather than the institution’s needs.
What Delfi won Best of Show for in 2024
Delfi won Best of Show at FinovateFall 2024, one of eight winners selected from more than 65 companies that demoed. At the time, Delfi showcased its AI-powered analytics platform, which helps financial institutions analyze their balance sheets and build risk management and hedging strategies in minutes.
Since then, Delfi has continued to build momentum, earning recognition from Chartis Research’s QuantitativeAnalytics50 and being named 2026 Decision Management Company of the Year by the AI Breakthrough Awards. Now, Delfi is returning to Finovate with the next evolution of the platform: connecting those analytics directly to execution, with an empowering AI Agent.
What Delfi is unveiling in 2026
Delfi Exchange is a curated inventory of financial instruments wired directly into Delfi’s analytics. The accompanying Delfi Agent reads the institution’s balance sheet, explains in plain English what the analytics mean, and puts matched instruments in front of the CFO, ready for execution.
“Community bank and credit union CFOs are expected to make the same high-stakes balance sheet decisions as Wall Street, but without the same resources,” said Joseph Ahn, Delfi’s Chief Strategy Officer & Co-Founder. “Delfi has closed that gap. By connecting analytics, AI intelligence, and execution in one platform, we’re giving CFOs the tools to understand what is happening, so that they can act immediately and confidently.”
“Delfi’s 2024 demo showed our attendees what sharper analytics could do for an institution’s balance sheet,” said Greg Palmer, Vice President of Strategy at Finovate. “Coming back in 2026 with an agentic solution that includes capital markets execution takes it to the next level, and I’m sure our audience is going to take a lot away from their demo this time around too.”
Meet the Team at Finovate
Meet Delfi co-founders Daniel Ahn and Joseph Ahn at Finovate and receive a complimentary peer analysis for your institution — a benchmark against comparable institutions that shows where your balance sheet is leaving risk-adjusted net interest income unclaimed.
Find Daniel or Joseph at FinovateFall, or book time at delfi.co.
About Delfi
Delfi is a New York–based firm offering an AI-native, end-to-end platform for financial decision-making and balance sheet optimization across institutions of all sizes. Its mission is to democratize advanced financial risk management, help financial institutions navigate volatile markets, and achieve sustainable growth. For more information, visit delfi.co.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260827739472/en/
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