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Presenter Profile:

How they describe themselves: eWise is a leading international provider of Personal Financial Management and Account Aggregation solutions. eWise has delivered award winning solutions to many of the world’s most innovative financial services brands including retail banks, wealth management firms and Fintech. eWise holds patents in US, Australia, Asia and Europe. Founded in 2000 and headquartered in Switzerland, eWise has operations in Europe (Switzerland and UK), Asia (Singapore and Manila), US and Australia.

How they describe their product/innovation: We are seeing rising concerns about personal data privacy. As PFM is performed using the user’s personal financial information, we think that users are becoming more reluctant to share personal information with various service providers. The ability for users to determine which personal financial information to share, who has access to this data and how it is used will become a core feature of PFM solutions going forward.

Product distribution strategy: Direct to Business (B2B), through financial institutions and Wealth Managers / Financial Advice firms or through other fintech companies and platforms , the solution can be licensed and deployed on premises or SaaS via a subscription model.

Contacts:

Bus. Dev. & Sales: James Redfern, Head of Sales, jredfern@ewise.com, +44 7873 855693

Press: Lucile Mathe, Head of Marketing & Communications, lmathe@ewise.com, +41 79 457 6162