AI Solutions Showcase 2025

January 22, 2025

12:00 PM - 1:30 PM Eastern Time

Artificial intelligence (AI) is transforming how organizations manage their operations, and grants management is no exception.


During this year’s AI solutions showcase, you'll hear from leading grants management product providers in the philanthropic sector who have integrated AI into their systems or announced plans to introduce AI functionality. This event offers technology decision-makers and curious philanthropic staff a dynamic and comprehensive exploration of how AI enhances grants management processes—streamlining application reviews, improving data analysis, and supporting equitable decision-making. Gain insights into the latest AI capabilities shaping the future of grants management worldwide.


In this session, you'll hear updates from the following grants management system providers:

  • Fluxx

  • Salesforce

  • SmartSimple

  • Temelio


Presenter Topics

Fluxx - Unleashing Fluxx AI: Smarter Summaries & and the Future of Grantmaking

  • Discover how Fluxx is transforming grantmaking with artificial intelligence. In this session, we’ll explore how AI-driven summaries throughout the grant lifecycle can streamline workflows, uncover critical insights, and foster meaningful collaboration—always keeping people and trust at the center. You’ll learn about Fluxx’s approach to AI, see practical applications in action, and gain insight into our vision for the future of AI in grantmaking.

  • Fintan Kelly, VP of Product

  • https://www.fluxx.io/ 


Salesforce - Einstein and Agents: How to Use Agents to Improve Grantmaking

  • This presentation will cover Salesforce’s Einstein Copilot and AgentForce AI capabilities. Attendees will learn how these AI tools can be deployed to improve grantmaking processes and streamline summarization of grant proposals and applications.

  • Serkan Bilgi, Lead Strategic Solution Engineer, Foundations

  • https://www.salesforce.org/products/grantmaking/ 


SmartSimple - SmartSimple Cloud +AI

  • During this presentation, you will receive a comprehensive overview of the AI functionality available to clients within SmartSimple Cloud. SmartSimple Cloud +AI offers tools designed to enhance the navigation of your grantee database and summarize applications for a more efficient and consistent review process. 

  • Val Escotet, Client Engagement Manager

  • https://www.smartsimple.com/ 


Temelio - Pattern and Theme Extraction Using AI

  • During this part of the session, you will see how Temelio uses an AI chatbot to allow funders to easily analyze grantmaking data in their platform. This functionality comes in addition to Temelio's existing AI tools, allowing for improved grantee experience and collaboration.

  • Maya Kuppermann, CEO, and Ruthwick Pathireddy, CTO

  • https://www.trytemelio.com/ 


This session will be led by Gozi Egbuonu, Director of Programs at TAG.


Webinar Recording & Presentation

After the webinar, TAG members may download the presentation and view a recording by visiting the Webinar Archive.


Event Details

Wednesday, January 22, 2025 at 12 PM ET / 9 AM PT via Zoom

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