Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Openfinance is a fintech company expert in wealth management. As a portfolio management system provider, we have been creating and implementing high-value-added solutions in national and international financial institutions for 20 years across Spain, Portugal, Chile, Colombia, Costa Rica, Panama and Mexico.

Our clients range from retail banking to private banking, financial advisors, securities companies, agencies, insurance companies, pension plan, and investment fund managers.

How they describe their product/innovation: Openfinance Ecosystem is a marketplace where the best wealthtech solutions are co-created together with the most innovative companies currently taking the lead. Financial institutions using Openfinance software benefit from its easy and instant access, which brings them countless advantages, such as reduced integration costs, technological complexity, and operational risks.

Conceived as an open innovation platform, Openfinance Ecosystem seeks to unify the entire wealthtech offering from a single user experience, bringing it together under different layers, such as ESG, account aggregation, business intelligence, customer prospecting and registration, signature solutions, portfolio optimisation, investment algorithms, financial planning and behavioural finance.

Product distribution strategy: B2B, through other fintech companies and platforms

Contacts:

Bus. Dev.: Gonzalo De La Peña (Founder & CBDO), gonzalo@openfinance.es | Robert Sellés Revert (Strategic Partnership Lead), rselles@openfinance.es
Press: Sara Alegre (Marketing Manager), salegre@openfinance.es