OpenFin provides financial institutions with a unified workspace and developer platform built for productivity.

Developer of work management platform designed to help expand and grow the business. The company's platform allows creating an application featuring types, formulas, action buttons, views, tables, boards, timelines, charts, and canvases, organizes workflows, collaborate documents as well as captures all team processes, enabling clients to track, connect and collaborate to get things done in one workspace.

While taking a break at the 51 Mile Marker at the Lake of the Ozarks, Nick Smith was inspired as ever by the coexistence of AI and sales, but was searching for a way to put the controls in the hands of sales executives. “Sales has a lot of ‘enablement’ solutions, but not many tools that sales people actually like using” “Imagine if every sales executive had their own robot that performed virtual prospecting tasks.” Drawing on his sales and management experience at companies like CBS Corporation, iHeart Media and others, he began to imagine sales executives building their own cloud-based robots to reduce repetitive, manual tasks and increase revenue opportunities. Now, he just needed a name that combined sales and AI.