FinovateFall Sneak Peek: United Income

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

United Income’s goal is to bring their members’ retirement dreams to life. They invented a money management solution that extends the life of money to complement the innovations that have extended human life.

Features

  • Financial plans that simulate life events, not just market outcomes
  • Goal-based investment strategies and asset management
  • Personalized drawdown strategies and a retirement paycheck

Why it’s a must-see
United Income’s product reflects a deeply-held belief that financial decisions are interconnected. They translate their unique understanding into a powerful and personalized money management solution for their members.


Presenters

Matt Fellowes, Founder & CEO
Fellowes has been a leader in the consumer finance market for over 20 years. He previously served as Morningstar’s Chief Innovation Officer and as founder and CEO of HelloWallet.
LinkedIn


Andrew Vincent, VP of Product
Vincent has managed software products at Morningstar, HelloWallet, and BlackBoard. His products have won Best in Show at Finovate 2015 and have forged partnerships with large financial institutions.
LinkedIn

 

Meggie Ladlow, Senior Software Engineer
Before joining United Income, Ladlow worked as an engineer at Peter Thiel’s Palantir Technologies.
LinkedIn

 

 


Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

FinovateSpring 2017 in the Press

FinovateSpring wrapped up last week in San Jose. This was Finovate’s 10th show in Silicon Valley and proved that new innovations in the fintech space are alive and well.

If you missed out on the two days of live fintech demos and energetic networking, we’ll post demo videos on Finovate’s video page in a few weeks. Also, be sure to check out the Best of Show winners, Twitter highlights, and read what impressed the press:

Asset TV

Baker Hill Blog
Parting Thoughts from Finovate Spring 2017
by Mike Horrocks

Banking Technology
Conference overview: “literally everything” from FinovateSpring 2017

Bank Innovation

Beyond the Arc Blog
Fintech 2017: Trends We Spotted at Finovate
by Steven Ramirez

Celent Banking Blog
FinovateSpring: A Focus on the Practical
by Dan Latimore

CIO
Fresh fintech companies to watch in 2017
by Andre Bourque

Enterprise Times
Fancy your own currency on a blockchain?
Charles Brett

Robo-Advisor Pros
6 New Investing and Robo-Advisor Fintech Startups from Finovate Spring 2017
by Barbara Friedberg

SpeechPro blog
SpeechPro’s Demo wins “FinovateSpring 2017 Best of Show” recognition!

Layer
5 Key Takeaways from FinovateSpring 2017
by Michael Kenny

LinkedIn blog
Key Trends from Finovate Spring 2017
by Paddy Ramanathan

Mapa Research

Members Development Company
FinovateSpring 2017—MDC Insights

Money Marketing

Principia
Finovate Spring 2017: Highlights from Day 1
by Thomas Maydon

Finovate Spring 2017: Highlights from Day 2
by Thomas Maydon

William Mills Agency Blog

VC.Ru
8 победителей битвы стартапов в сфере финтеха на Finovate Spring 2017


And that’s a wrap! Thanks to all the presenting companies, the media, press, and analysts, and to our amazing audience. We truly would not be here without you. We’ll see you all at FinovateSpring next year or at FinovateFall (September 11 through 14), where we’ve expanded the show to four days with more trends, topics, and panels.

Twitter Talk: The Top Tweets from FinovateSpring 2017

The live Twitter feed for FinovateSpring continues to be a great way for some of fintech’s wisest and wittiest observers to share their hot takes on the technologies demonstrated live on stage. For those new to fintech and Finovate conferences, especially, the live Twitter feed #Finovate is a valuable source of insight and opinion on the best of what our industry has to offer.

Let’s take a look at the tale of FinovateSpring 2017 as told via Twitter. And to keep up with the latest in fintech news from our alums, follow us @Finovate.

FinovateSpring 2017 Best of Show Winners Announced!

Do the Best of Show winners of FinovateSpring 2017 represent our most diverse array of fintech innovations to date?

You be the judge. This year’s winners include four companies that made their Finovate debuts this year, as well as a pair of companies – Hedgeable and SaleMove – that are not only Finovate veterans, but also are previous Best of Show award winners. And when we focus on the technologies involved: artificial intelligence, automated financial advisory, OCR, machine learning, biometrics, and more, it is clear that the innovations we see on the Finovate stage are indicative of broader trends not just in fintech, but in the technology industry as a whole.

So here’s to the innovators of FinovateSpring: from those who leverage technology to solve fundamental problems in finance to others who take advantage of the “sharing economy” to introduce entirely new ways to do everything from buying a home to investing for retirement.

Alpharank for its APIs that enable FIs to turn their transaction data into predictive social graph data.

Capitali.se for its fully-automated portfolio management and trade execution technology that turns natural language into executable investment strategies.

 

Hedgeable AI Lab for its artificial intelligence platform, Katana, that leverages voice commands and chatbot technology to provide financial planning advice.

 

 

Microblink for its real-time, retail receipt scanner for mobile apps, turning the mobile camera into an accurate data catcher and replacing manual inputs.

 

 

Neener Analytics for its compliant social media analytics solutions that provide frictionless credit decisioning and individual risk outcome predictions.

 

SaleMove for its Engagement Platform and OmniBrowse solution that helps FIs meet or exceed the in-person customer experience online.

SpeechPro for its VoiceKey.FRAUD technology that uses voice biometrics to enable call centers to detect fraudsters.

Unison for its HomeBuyer and HomeOwner solutions that helps make homes more affordable and home equity easier and less expensive to access.

What a time we had this year in San Jose! Thanks to all our presenting companies, our sponsors and partners, our volunteers, temps, and presenter-acclaimed AV team, and of course, thanks to you, our attendees. We are already looking forward to our return to Silicon Valley next year for FinovateSpring 2018. So if we don’t see you this summer in London for FinDEVr or this fall in New York for our new, expanded FinovateFall conference, we hope we’ll see you again this time next year right here.


Notes on methodology:
1. Only audience members NOT associated with demoing companies were eligible to vote. Finovate employees did not vote.
2. Attendees were encouraged to note their favorites during each day. At the end of the last demo, they chose their three favorites.
3. The exact written instructions given to attendees: “Please rate (the companies) on the basis of demo quality and potential impact of the innovation demoed.”
4. The six companies appearing on the highest percentage of submitted ballots were named “Best of Show.”
5. Go here for a list of previous Best of Show winners through 2014. Best of Show winners from our 2015 and 2016 conferences are below:
FinovateEurope 2015
FinovateSpring 2015
FinovateFall 2015
FinovateEurope 2016
FinovateSpring 2016
FinovateFall 2016
FinovateAsia 2016
FinovateEurope 2017

Welcome to Day Two of FinovateSpring 2017!

After a full day of fintech on what proved to be a great first day of FinovateSpring 2017, we’re ready to watch even more demos today. The day starts off this morning at 8:45 a.m. when the first presenter hits the stage. If you need a bit of a warm up, come as early as 8:00 a.m. to save your seat in the demo hall and enjoy coffee and a continental breakfast with a side of networking.

Here’s what to expect today:

>> 8:45 to 10:15: Demo session 1<<

>>10:15 to 10:45: Intermission & refreshments<<

>>10:45 to 12:05: Demo session 2<<

>> 12:05 to 1:00 Buffet lunch <<

>> 1:00 p.m. to 2:00 p.m.: Demo Session 3 <<

>> 2:00 to 3:00: Discussion panel moderated by Ranjit Palkar, Partner at Capco <<

Panelists include: 

  • Marc Chalifoux, TD Bank VP, Fintech Intelligence & Innovation
  • Lawrence Tang, Head of Investment Promotion InvestHK
  • Oded Shoshany, CEO of Celeriti FinTech
  • Valentina Isakina, Managing Director of JobsOhio
  • Illya Shell, VP New Product Development and Innovation at MasterCard

>> 3:00 to 5:00: Open bar and networking <<

  • Best of Show Awards Ceremony will be held at 4:15 

Welcome to Day One of FinovateSpring 2017!

FinovateSpring has sprung! Our annual spring fintech conference begins today and after a full morning, afternoon, and early evening of rehearsing on Tuesday, we think you’re going to like what you see when our 60 presenters take the stage this week.

Today on Day One we will introduce you to the latest innovations of 35 Finovate newcomers and veterans – the latter including four alums that have earned Best of Show awards. And the diversity of financial technologies that is the hallmark of Finovate conferences will be in full effect from the very first demo session Wednesday morning. From investment solutions that translate ordinary language into sophisticated trading strategies to risk analysis platforms powered by AI and machine learning, FinovateSpring 2017 is an excellent opportunity to survey the breadth of what financial technology has to offer.

So let’s get the fintech party started! Here is the lineup for today.

Registration begins at 8am

8am to 8:45am: Registration and Continental Breakfast

8:45am to 10:15am:

10:15am to 10:45am: Intermission & Refreshments

10:45am to 12:05pm

12:05pm to 1:00pm: Lunch

1:00pm to 2:00pm

2:200pm to 2:30pm: Intermission & Refreshments

2:30pm to 3:30pm

3:30pm to 5:30pm: Networking, Open Bar, & Appetizers
Best of Show winners will be announced tomorrow

All demo videos will be available for free in a few weeks in our video archives.

A Full Day of Fintech Practice

With dozens of companies slated to take the Finovate stage over the next two days, we’re placing the final touches each of the 7-minute demos. FinovateSpring begins tomorrow (still time to register) and we’re excited to watch these perfected demos at the San Jose Convention Center among a crowd of C-level banking executives, startup founders, VC’s, media, analysts, and press. Check out the word cloud below for a glance of who to expect.FS17 Titles (1)

If all of this last-minute prep is making you wonder about the details of this week’s show, wonder no more:

Venue
The event will be held at the San Jose Convention Center, (Google Maps) at 150 West San Carlos Street, San Jose, CA 95113.

Presenters
Check out our full list of presenters and read our Sneak Peek blog series for more information about what each company will demo on stage.

Agenda
Registration opens at 8:00 a.m. on Wednesday, April 26. A continental breakfast and coffee will be served until the first demo session begins at 8:45 a.m. Check out the full agenda on the FinovateSpring home page.

After the final demo session on Thursday, we’re hosting five panelists who will discuss the demos and their role in the larger fintech scene. The panel will be moderated by Ranjit Palkar, Partner at Capco. Panelists include:

  • Marc Chalifoux, TD Bank VP, Fintech Intelligence & Innovation
  • Lawrence Tang, Head of Investment Promotion InvestHK
  • Oded Shoshany, CEO of Celeriti FinTech
  • Valentina Isakina, Managing Director of JobsOhio
  • Illya Shell, VP New Product Development and Innovation at MasterCard

Mobile app
Download the Finovate mobile app from the app store. Use the app to access the agenda and attendee list, learn about presenters, schedule meetings and more. If you use the same email address in the app that you used to register for
FinovateSpring, it should recognize you immediately. If you have any issues, please email spring@finovate.com or see a Finovate staff member at registration.

For additional help, please check out the FAQ section on our website or email info@finovate.com. We’ll see you tomorrow!

The Way to San Jose: FinovateSpring 2017 Begins This Week!

FS2016_SaleMove_stage

Pictured: SaleMove CEO and Co-founder Daniel Michaeli during his Best of Show winning demonstration at FinovateSpring 2016.

Fintech’s favorite rite of spring is back! FinovateSpring returns to San Jose Wednesday and Thursday for two days of live demos of the latest innovations in financial technology. This year, we’ll be taking the stage in the newly renovated ballroom of the San Jose Convention Center, 10 minutes drive from San Jose Airport, less than 45 minutes from San Francisco, and a nice spring stroll away from some of downtown San Jose’s most interesting shops and restaurants.

The companies that will be demonstrating their newest solutions and services live on stage this week reflect many of the biggest trends in technology today. From machine learning and artificial intelligence to the API revolution and the way analytics tools to help us draw actionable, meaningful insights from data, the variety and sophistication of the technologies being deployed in the fintech space continues to grow.

FS2017_ThemesWordCloud

If these are the themes and trends that drive your daily work, then come join us this week at FinovateSpring for a peek into tomorrow’s fintech today. Tickets are still available, so visit our registration page and save your spot.

Here’s what you need to know to be ready for FinovateSpring this year:

Registration starts at 8am, with the first demo beginning at 8:45am. Be sure to arrive early enough to enjoy complimentary coffee and a continental breakfast.

There will be four demo sessions on Wednesday the 26th and another three demo sessions on Thursday the 27th. This year, in a first for Finovate, we will feature a discussion panel following the final demo on Thursday afternoon. The hour-long panel conversation will take a deep dive into the technologies presented over two days of live demonstrations, putting the innovations in the broader context of current trends in fintech.

And, as always, we’ll wrap up the conference with our Best of Show awards presentation during the end of day networking session on Thursday. Check out our FinovateSpring agenda for more detail.

We’re looking forward to our return to sunny San Jose and hope you’ll be there to join us. Learn more about our presenting companies by checking out our FinovateSpring Sneak Peek series. And if you’ve got questions about the conference, check out our FinovateSpring 2017 FAQ page or send us an email at spring@finovate.com. See you at the show!

FinovateSpring Sneak Peek: Tyro

Tyro_homepage_April2017

FS2017-Logo(rev)V1A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. Pick up your tickets today and save your spot.

Tyro integrates payments, banking, and lending into one simple and transparent product as the only fintech in Australia with an unrestricted banking license.

Features

  • Ultra convenience through seamless integration of accounting, banking, and payments
  • Accelerate business growth with Smart Growth Funding
  • Only Australian fintech with an unrestricted banking license

Why it’s great
Fully-integrated and seamless solution that brings together payments, deposits, and lending into one mobile solution.

Tyro_ChristopherLogan_2Presenters

Christopher Logan, Head of Software Engineering – Lending, Mobile, Web, and Data
LinkedIn

 

 

Tyro_CaitrionaKelly_2Caitriona Kelly, Delivery Lead
LinkedIn

FinovateSpring Sneak Peek: Eltropy

Eltropy_homepage_April2017

FS2017-Logo(rev)V1A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. Pick up your tickets today and save your spot.

Eltropy’s client engagement platform increases share of wallet, new client acquisition, and productivity of client-facing teams at banks, wealth, insurance, and financial services firms.

Features

  • Easily curate, share, track, and analyze content
  • Use “text messaging” to communicate with clients the way they want to
  • Meet compliance with automated Salesforce updates and archival of text messages

Why it’s great
Embrace the “text messaging” revolution to build deeper, trusted relationships with prospects and clients.

Eltropy_AshishGarg_2Presenters

Ashish Garg, CEO
Garg founded Eltropy with the vision of simplifying the buying experience. A great buyer experience translates into rapid revenue growth by reducing sales cycle times and increasing lead conversion.
LinkedIn

 

Eltropy_TroyPittock_2Troy Pittock, VP Sales
Pittock leverages his background in financial services, solar, and sales leadership to help customers increase sales and reduce costs by creating a phenomenal customer buying experience.
LinkedIn