FinovateFall 2023 Sneak Peek: CD Valet

A look at the companies demoing at FinovateFall in New York on September 11 and 12. Register today and save your spot.

CD Valet offers a new channel for financial institutions to easily raise retail deposits from a nationwide CD marketplace where they can market their rates, acquire leads, and open new accounts.


  • Low-cost, end-to-end account opening solution with major core platform integration
  • Origination platform with smooth, intuitive user experience
  • Customizable to FI size

Why it’s great

Given that new account application abandonment rates are as high as 50% for many traditional banks and credit unions, CD Valet solves this problem with a smooth digital account opening solution.


Josh Williams, Head of Partnerships
Williams collaborates with fintechs, marketplaces, and brands to integrate financial services into their customer experience.

Howie Wu, Head of Product
With over 15 years of experience providing leadership and strategic planning in digital banking, Wu drives innovation of digital banking solutions to enhance client experience.

The post FinovateFall 2023 Sneak Peek: CD Valet appeared first on Finovate.