Author: David Penn

From Bay Street Labs, Auvenir Transforms the Way Financial Audits Are Performed

From Bay Street Labs, Auvenir Transforms the Way Financial Audits Are Performed
By David Penn Posted on
Categories: Auvenir, FinovateFall 2015

AuvenirThis post is part of our live coverage of FinovateFall 2015.

The team from Auvenir makes its way to the stage.

Auvenir transforms and democratizes financial audits, enabling every auditing firm of every size to perform audits with the highest quality and efficiency. The intuitive web-based platform provides machine assistance to both client and auditor to accelerate the audit process and deepen intelligence for higher quality.

From staffing, to workflow, to automation and advanced analytics, Auvenir is the world’s most advanced and complete auditing platform.

Presenters: Peter Myers, CEO and co-founder; John Felske, CTO and co-founder; and Eziah Syed, co-founder

IMG_0172

IMG_0177

 

Share this:

Send Post Twitter LinkedIn Facebook

Fern Software Presents its API Banking CRM Software Service, BayTree

Fern Software Presents its API Banking CRM Software Service, BayTree
By David Penn Posted on
Categories: Fern Software, FinovateFall 2015

Fern_SoftwareThis post is part of our live coverage of FinovateFall 2015.

Midway through our final session of the day, here is the team from Fern Software.

BayTree is a developer-friendly, plug-and-play banking/CRM system for existing software to consume and work with the Fern data. With BayTree, Fern is introducing a new web application that offers limitless flexibility and customization options. The platform has a low barrier of entry for pricing while allowing for scaling up through the integration first and third-party modules to add functionality.

Presenters: Eamon Scullin, Fern’s CEO and founder; Adam Stirtan, software architect

 

IMG_0140

IMG_0148

Product Launch: August 2015

Metrics: Privately held company with 60+ employees globally
Product distribution strategy: Direct to business (B2B); certified partners

HQ: Australia, Canada, India, Ireland, Singapore, United Kingdom
Founded: December 1979
Website: fernsoftware.com
Twitter: @fernsoftware

Share this:

Send Post Twitter LinkedIn Facebook

Ormsby Street Presents its New Credit Risk Solution, CreditHQ

Ormsby Street Presents its New Credit Risk Solution, CreditHQ
By David Penn Posted on
Categories: FinovateFall 2015, Ormsby Street

Ormsby_Street_logo_FF2015This post is part of our live coverage of FinovateFall 2015.

Our final demonstration of this session comes courtesy of Ormsby Street.

CreditHQ takes data from major credit-data suppliers and uses that to allow small businesses to check the credit status, payment performance, and financial health of the companies they invoice. The CreditHQ Insight Engine explains what each piece of information means within the context of the relationship that a business has, and gives options on what actions might be taken.

Presenter: Martin Campbell, managing director

IMG_0056

IMG_0059

Product launch: January 2015

Metrics: Ormsby Street is founded as a spinoff from BCSG, which owned a simple credit-risk product originally dating back to 2008. CreditHQ now has more than 26,000 customers in the United Kingdom with a weekly growth rate of 10%.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

HQ: London, United Kingdom
Founded: February 2014
Website: ormsbystreet.com
Twitter: @ormsbystreet

Share this:

Send Post Twitter LinkedIn Facebook

Crowdability Launches its “Stock Screener” for Early Stage Private Companies

Crowdability Launches its “Stock Screener” for Early Stage Private Companies
By David Penn Posted on
Categories: Crowdability, FinovateFall 2015

CrowdabilityThis post is part of our live coverage of FinovateFall 2015.

The co-CEOs of Crowdability are next.

CrowdabilityIQ is the world’s first independent “stock screener” for early stage private companies. It provides subscribers with a way to quickly identify the most promising private market investments.

Each day, the CrowdabilityIQ software automatically gathers and analyzes data about new startups that are raising capital on various funding platforms. After collecting data from the platforms and other online sources, CrowdabilityIQ prepares an easy-to-understand, 10- to 15-page research report on each investment opportunity, including a number of proprietary metrics and data points. Investors can use the CrowdabilityIQ interface to rapidly filter and surface reports and opportunities that are most suitable for their investment objectives.

Presenters: Crowdability’s Co-CEOs Matthew Milner and Wayne Mulligan

IMG_0025

IMG_0032

Product Launch: September 2015

Metrics: $1 million raised; 50,000+ subscribers
Product distribution strategy: Direct to Consumer (B2C)

HQ: New York City, New York
Founded: March 2014
Website: crowdability.com
Twitter: @crowdability

Share this:

Send Post Twitter LinkedIn Facebook

Alpine Data Introduces Touchpoints to Help Businesses Gain Insights from Big Data

Alpine Data Introduces Touchpoints to Help Businesses Gain Insights from Big Data
By David Penn Posted on
Categories: Alpine Data Labs, FinovateFall 2015

Alpine_Data_Labs_logo_FF2015This post is part of our live coverage of FinovateFall 2015.

Our next demonstration is from Alpine Data Labs.

Alpine Touchpoints allow businesses to scale their data-science efforts by bringing insights directly to business users. Touchpoints’ individual, configurable experiences allow users to gain access to powerful predictive and machine learning models without ever touching the data.

Presenters: Steven Hillion, chief product officer, co-founder; Josh Lewis, VP, industry applications

IMG_0013

IMG_0017

Product Launch: September 2015

Metrics:$32 million raised; 50 employees
Product distribution strategy: Direct to Business (B2B)

HQ: San Francisco, California
Founded: 2011
Website: alpinenow.com
Twitter: @AlpineData

Share this:

Send Post Twitter LinkedIn Facebook

Capriza Helps Businesses Go Mobile without Coding, Integrations, or APIs

Capriza Helps Businesses Go Mobile without Coding, Integrations, or APIs
By David Penn Posted on
Categories: Capriza, FinovateFall 2015

CaprizaThis post is part of our live coverage of FinovateFall 2015.

Making their way to the stage next is the team from Capriza.

Capriza’s end-to-end simplification platform enables IT and lines of business to mobile-enable critical business workflows in a matter of days without any coding, APIs, or integration. The solution is applicable for packaged applications such as SAP, Oracle, Salesforce, as well as custom-built solutions. Capriza disrupts the speed and economics of the journey by extending the capability of legacy applications, in a simple and useable way, onto any smartphone, tablet, or desktop.

Presenters: Ivan Prafder, VP, regional business development, and Stephen Insdorf, senior solutions engineer, seated

IMG_9995

IMG_0003
Metrics: Capriza is venture-backed funded by Andreesson Horowitz, Charles River Ventures, and Tenaya Capital with a total raise to date of $53 million. Capriza has offices in North America and Europe, with 51-100 employees in each who are fluent in English, Mandarin, French, and Spanish.
Product distribution strategy: Direct to Business (B2B)

HQ: Palo Alto, California
Founded: July 2011
Website: capriza.com
Twitter: @Capriza

Share this:

Send Post Twitter LinkedIn Facebook

moBills from Walletron Gives Billers a New Payment and Presentment Channel via Smartphone

moBills from Walletron Gives Billers a New Payment and Presentment Channel via Smartphone
By David Penn Posted on
Categories: FinovateFall 2015, Walletron

WalletronThis post is part of our live coverage of FinovateFall 2015.

Making its way to the stage next is the CEO of Walletron.

Walletron’s moBills allows billers to open a new payment and presentment channel in a centralized location on smartphones. Customers receive in their mobile wallet an updated, branded bill, their moBill, every month. Ongoing notifications remind customers to pay, confirm processed payments, and light up users’ devices when their next bill arrives. Payments occur in only a couple of taps.

Once enrolled in moBills, consumers remain authenticated and no further login is required. Full PDF statements can be viewed on users’ phones, and billers now have an immediate connection to customers other than the (often lost or deleted) email. moBills finally provides billers with a true alternative to paper statements.

Presenter: CEO Garrett Baird

 

IMG_9949

IMG_9952

Product Launch: April 2015
Metrics: 2 million-plus wallet items added by users, bootstrapped to date
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Philadelphia, Pennsylvania
Founded: 2013
Website: walletron.com

Share this:

Send Post Twitter LinkedIn Facebook

Adobe Presents Adobe Experience Manager Forms, Turning Complex Document Transactions into Engaging Experiences

Adobe Presents Adobe Experience Manager Forms, Turning Complex Document Transactions into Engaging Experiences
By David Penn Posted on
Categories: Adobe, FinovateFall 2015

AdobeThis post is part of our live coverage of FinovateFall 2015.

Starting us off after the lunch break here on day one of Finovate is the team from Adobe.

With Adobe Experience Manager Forms, financial institutions can transform complex form and document transactions into simple, engaging digital experiences—anywhere, anytime, on any device—improving user experiences, increasing operational efficiencies, and reducing paper and manual processes.

By leveraging the Adobe Marketing Cloud, financial institutions can efficiently personalize and optimize digital form and document experiences for clients and prospects, increasing satisfaction, brand loyalty, and conversion rates. Automatically inserting targeted-offers into form-and-document experiences increases cross-sell rates, while personalizing communications through preferred channels helps deepen relationships.

Adobe presenters: Chris Young, director, financial services strategy, and Neal Wadhwani, principal, financial services solutions

IMG_9931

IMG_9939

Product Launch: May 2015
Metrics: As one of the largest software companies in the world, Adobe achieved revenues of more than $4 billion USD in 2013. Headquartered in San Jose, Calif., our stock is traded on the NASDAQ Stock Market under the symbol ADBE.
Product distribution strategy: Direct to Business (B2B)

HQ: San Jose, California
Founded: 1982
Website: adobe.com
Twitter: @AdobeMktgCloud

 

Share this:

Send Post Twitter LinkedIn Facebook

Soundpays Previews its Sound Wave-based Universal Mobile Wallet App

Soundpays Previews its Sound Wave-based Universal Mobile Wallet App
By David Penn Posted on
Categories: FinovateFall 2015 Sneak Peek, Soundpays

SoundpaysThis post is part of our live coverage of FinovateFall 2015.

As we near the end of the second morning session, here is mobile wallet innovator, Soundpays.

We are a universal mobile wallet app that uses sound waves to transmit transaction details. This allows users to pay using their favorite debit/credit card with their smartphone online, in store, via digital signage, and on TV.

Presenters: CEO Peter Misek and CTO Jason Squire (not pictured)

IMG_9902

IMG_9907

Product Launch: October 2015
Metrics: 5 full-time employees
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, licensed

HQ: Toronto, Ontario, Canada
Founded: May 2005
Website: soundpays.com
Twitter: @soundpays

 

Share this:

Send Post Twitter LinkedIn Facebook

Blockstack.io Helps Financial Services Companies Build Apps Using a Private, Hosted Blockstack

Blockstack.io Helps Financial Services Companies Build Apps Using a Private, Hosted Blockstack
By David Penn Posted on
Categories: Blockstack, FinovateFall 2015

BlockstackThis post is part of our live coverage of FinovateFall 2015.

Blockstack.io is our next presenter here in the second session of the morning.

The company is demonstrating how easy it is to start building an application on a private, hosted Blockstack. Within a few minutes, we are demonstrating the set up of a private blockchain and showing a demo application built on top of the private Blockstack to illustrate how easy it is to get started.

Presenters: CEO Peter Shiau, co-founder, and Lior Saar, chief product officer and co-founder

 

IMG_9845

IMG_9851

Product Launch: May 2015 private beta
Metrics: Currently bootstrapped, fewer than 10 employees
Product distribution strategy: Direct to Business (B2B), through financial institutions, hosted and licensed

HQ: San Francisco, California
Founded: May 2015
Website: blockstack.io
Twitter: @blockstackio

 

Share this:

Send Post Twitter LinkedIn Facebook

Jack Henry & Associates Presents the Banno Platform to Enable FIs to Launch Mobile-first Accounts in 120 Days

Jack Henry & Associates Presents the Banno Platform to Enable FIs to Launch Mobile-first Accounts in 120 Days
By David Penn Posted on
Categories: FinovateFall 2015, Jack Henry

JackHenryAssociates_logo_FF2015This post is part of our live coverage of FinovateFall 2015.

Our last presenter of this first session of FinovateFall is Jack Henry & Associates.

The Banno Platform from Jack Henry & Associates allows any financial institution to launch a modern, mobile-first account within 120 days. This solution empowers financial institutions to offer accounts that meet modern consumer expectations for account access, functionality, customer service, and user experience. The Banno Platform offers financial institutions a single source for product marketing, delivery, and service.

Presenters: Wade Arnold, managing director, user experience; Derik Sutton, director of product, user experience

IMG_9773

IMG_9785

Product Launch: September 2015
Product distribution strategy: Through financial institutions

HQ: Monett, Missouri
Founded: 1976
Website: jackhenry.com
Twitter: @JackHenryAssoc

Share this:

Send Post Twitter LinkedIn Facebook

IDmission Presents INFORM, a Customer Onboarding and Engagement Framework

IDmission Presents INFORM, a Customer Onboarding and Engagement Framework
By David Penn Posted on
Categories: FinovateFall 2015, IDmission

IDMissionThis post is part of our live coverage of FinovateFall 2015.

Our next presenter is IDmission with its suite of onboarding and engagement solutions.

INFORM is a fully configurable enterprise product that enables building of sophisticated user experiences without any programming. You can build your own forms with KYC, document management, image processing, biometrics, online calls, rules configuration, workflows, and payments integrated into them. INFORM is integrally connected to Ada, our cloud-platform infrastructure, enabling reuse of all Ada’s software components and connectivity to third-party systems.

Presenters: CEO Ashim Banerjee and CTO Sandeep Gandhi (not pictured)

IMG_9762

IMG_9768

Product Launch: March 2014
Metrics: 70 employees in the United States and India
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms.

HQ: Louisville, Colorado
Founded: February 2011
Website: idmission.com
Twitter: @idmissionllc

 

Share this:

Send Post Twitter LinkedIn Facebook