Author: Heather Stowell

FinovateSpring 2022 Sneak Peek: Ever Green 3C

FinovateSpring 2022 Sneak Peek: Ever Green 3C
By Heather Stowell Posted on
Categories: Ever Green 3C, FinovateSpring 2022, FinovateSpring 2022 Sneak Peek

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

EG3C’s Financial Wellness Center helps credit unions build financial literacy with their members and community through interactive, educational content delivered via website, mobile app, API, or SDK.

Features

  • Created by a credit union for credit unions
  • Offers content that can be private-labeled and customized
  • Provides access to user data and dashboard, and CMS to supplement with your own content

Why it’s great

Creating good educational content is very time consuming. By leveraging EG3C’s Financial Wellness Center, employees can spend more valuable time engaging with members and the community.

Presenters

Ben Maxim, CTO at Reseda Group and VP Digital Strategy & Innovation at MSUFCU
Maxim serves in a dual role as Vice President of Digital Strategy and Innovation for MSUFCU and as Chief Technology Officer for MSUFCU’s wholly-owned CUSO Reseda Group and its subsidiary companies.
LinkedIn

April Clobes, President & CEO at MSUFCU and CEO of Reseda Group
Clobes is President & CEO at MSU Federal Credit Union and CEO of Reseda Group, MSUFCU’s wholly owned CUSO. She has established MSUFCU as a leader in innovation in the CU space.
LinkedIn

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FinovateSpring 2022 Sneak Peek: ToroAlerts

FinovateSpring 2022 Sneak Peek: ToroAlerts
By Heather Stowell Posted on
Categories: FinovateSpring 2022, FinovateSpring 2022 Sneak Peek, ToroAlerts

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

ToroAlerts‘ fintech app removes emotions from trading by bringing Wall Street technology to Main Street with accuracy and precision using ML and AI with predictive analytics.

Features

  • Risk management tool for crypto
  • Easy tool for alternate investment
  • Crowd-sourced verified intelligence

Why it’s great

The performance from our fully automated algorithmic trading software is unforgettable. Our 2021 portfolio returns include:

  • Cannabis – 147%
  • Crypto – 876%
  • Options – 120% (YTD)
  • S&P500 – 47% (5yr avg)

Presenters

Rohit Srivastava, Chief Visionary Officer
A math and quantitative analysis geek combined with advanced technological experience with an in-depth knowledge of investments and trading has led Srivastava to innovate and build “Smart Frequency Trading.”
LinkedIn

Josh Kincaid, CMO
Kincaid is the Chief Marketing Officer at ToroAlerts. In his spare time, he produces a cannabis business podcast called The Talking Hedge and hosts “Interviewing CEOs” for Seeking Alpha.
LinkedIn

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FinovateSpring 2022 Sneak Peek: Buddy

FinovateSpring 2022 Sneak Peek: Buddy
By Heather Stowell Posted on
Categories: Buddy, FinovateSpring 2022, FinovateSpring 2022 Sneak Peek

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

Buddy’s industry-transforming Insurance Gateway is the simplest way for software companies to manage and sell insurance products to customers.

Features

  • Offers a single, forward-compatible gateway connection allows customers to source, connect, transact, fulfill, and analyze any type of insurance
  • Ability to add or swap insurance products without writing new code

Why it’s great

A simpler, faster connection enables businesses to better match their customers and users with the right insurance products, increasing conversion rates. Let Buddy handle all the insurance-y stuff.

Presenter

Charles Merritt, CEO & Co-Founder
Buddy Co-Founder+CEO Charles Merritt is an experienced marketer, strategist, and innovator. He held leadership roles in online travel, fintech, and consulting before launching insurtech Buddy in 2018.
LinkedIn

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FinovateSpring 2022 Sneak Peek: Prelim

FinovateSpring 2022 Sneak Peek: Prelim
By Heather Stowell Posted on
Categories: FinovateSpring 2022, FinovateSpring 2022 Sneak Peek, Prelim

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

Prelim is a no-code platform to automate the customer experience for banking. The company’s commercial real estate application is the first in the market to automate commercial lending at the point-of-sale.

Features

  • Reduce loan manufacturing turn-times by using the latest APIs to verify data at the point-of-sale
  • Offer a first-class customer experience
  • Decrease loan manufacturing costs

Why it’s great

Commercial real estate lending automation using Prelim’s platform and APIs is the future of lending.

Presenters

Heang Chan, CEO
Heang Chan is the Co-Founder and Chief Executive Officer of Prelim.
LinkedIn

Sam Kim, Head of Banking Platform
Sam Kim is the Head of Banking Platform at Prelim.
LinkedIn

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FinovateEurope 2022 Sneak Peek: FISPAN

FinovateEurope 2022 Sneak Peek: FISPAN
By Heather Stowell Posted on
Categories: FI.SPAN, FinovateEurope 2022, FinovateEurope 2022 Sneak Peek

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

FISPAN’s contextual business banking platform makes it simple for banks to offer commercial banking services embedded within ERP and business applications.

Features

  • Integrates banking applications within the standard menus of the user’s ERP
  • Embeds transaction data in the ERP domain to automate the bank reconciliation process
  • ACH, Wire, IR, Positive Pay, Check

Why it’s great

FISPAN embeds banking capabilities into ERP and accounting software, successfully enabling bi-directional connectivity between the bank and ERP for a streamlined treasury management experience.

Presenters

Robert Fillmore, VP, Europe
Fillmore’s career spans over 25 years in the telecoms and fintech arenas, where he has led the adoption of innovative technologies by diverse companies such as BT, Vodafone, NatWest, HSBC, and BBVA.
LinkedIn

Nigel Bateman, Pre-Sales & Account Manager
Bateman’s current focus is expanding FISPAN’s footprint to include European tier 1 banks having relocated to Ireland from Vancouver during the pandemic to support this EU growth.
LinkedIn

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FinovateEurope 2022 Sneak Peek: InvestGlass

FinovateEurope 2022 Sneak Peek: InvestGlass
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, InvestGlass

A look at the companies demoing at FinovateEurope on March 15 digitally and in London on March 22 and 23, 2022. Register today and save your spot.

InvestGlass is introducing the most powerful automation suite built for banking and insurance.

Features

  • Increase private banking productivity under MIFID and LSFIn regulations
  • Reduces KYC remediation overhead
  • Swiss Digital Sovereign and proprietary CRM and PMS. No surrender to Cloud Act.

Why it’s great

InvestGlass offers an all-in-one CRM-PMS-Automation solution to create a uniquely creative experience.

Presenter

Alexandre Gaillard, CEO
Gaillard is InvestGlass CEO, and President of the Swiss-Chinese Chamber of Commerce. He co-founded Swiss Fintech Association, and has participated in +10 Finovates which he considers the #1 fintech show.
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FinovateEurope 2022 Sneak Peek: MoEngage

FinovateEurope 2022 Sneak Peek: MoEngage
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, MoEngage

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

MoEngage is an insights-led customer engagement platform that enables brands to personalize experiences across relevant channels and helps marketers build strong relationships throughout the customer experience.

Features

  • Unified Customer View
  • Enhanced customer profile and real-time insight into preferences and behavior
  • Predictions and RFM – Customer Segmentation with the RFM Model and Predictive AI

Why it’s great

Enterprise-grade platform with scalability, security, and compliance. It processes 1 trillion data points per month, sends 80 billion messages, 1 billion emails, and engages 900 million MAUs.

Presenters

Saket Toshniwal, Senior Director Growth, Europe
Toshniwal is a MarTech leader who has worked across CRM, Growth, and Product Management in consumer tech companies in Europe.
LinkedIn

Ed Balcomb, Senior Solutions Manager, Europe
Balcomb is dedicated to providing enterprise SaaS solutions that make sense to both business and technical teams.
LinkedIn

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FinovateEurope 2022 Sneak Peek: Meniga

FinovateEurope 2022 Sneak Peek: Meniga
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, Meniga

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

Meniga is a global leader in helping banks create value from digital channels such as customer engagement, loyalty, new customers, and revenue.

Features

  • Create a trusted, lasting relationship with customers
  • Drive revenue growth by positioning the right products for them
  • Achieve return on spent investments in banking services

Why it’s great

Meniga augments the everyday personal banking experience by giving the right information to the right customers, at the right time.

Presenters

Hamza Behzad, Senior Manager of Product Strategy
Behzad leads Meniga’s Product Strategy and advises clients on how to bring the best product ecosystem to bear for maximum business impact.
LinkedIn


Isabel Moratiel, Director of Sales Operations
Moratiel leads Sales Operations at Meniga where she focuses on the overall productivity and effectiveness of the sales organization.
LinkedIn

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FinovateEurope 2022 Sneak Peek: Trulioo

FinovateEurope 2022 Sneak Peek: Trulioo
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, Trulioo

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

Trulioo is the global identity verification leader, helping organizations mitigate risk, reduce fraud and scale compliance programs globally.

Features

  • Easy-to-do business verification
  • Simple verification of owner identities
  • World-class orchestration and workflow building

Why it’s great

See just how simple yet effective verification of businesses and people can be with the industry leader in global verification.

Presenters

Hal Lonas, CTO
Lonas brings over 25 years of technology leadership and expertise in cloud security and machine learning to his role as Trulioo CTO.
LinkedIn

Mikkel Skarnager, SVP Product
Skarnager co-founded HelloFlow, the innovative no-code digital workflow and onboarding solution, now a part of Trulioo. He previously led Digital Transformation at Saxo Bank.
LinkedIn

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FinovateEurope 2022 Sneak Peek: SESAMm

FinovateEurope 2022 Sneak Peek: SESAMm
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, SESAMm

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

SESAMm is a fintech company that specializes in big data and artificial intelligence. It provides analytics and investment signals by analyzing over 17 billion web articles and messages using NLP.

Features

  • Early detection of ESG risks and alpha signals
  • Extensive coverage of companies from large to very small
  • Timely insights updated daily to anticipate market reactions

Why it’s great

TextReveal® creates alpha-generating opportunities and systematically identifies ESG Risks, leading to better decision-making and better returns.

Presenter

Sylvain Forté, CEO and Co-Founder
Forté is the CEO and Co-Founder of SESAMm. His passion for artificial intelligence and finance led him to create SESAMm in 2014. He holds a double degree in engineering from Germany and France.
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FinovateEurope 2022 Sneak Peek: Secfense

FinovateEurope 2022 Sneak Peek: Secfense
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, Secfense

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

Secfense helps banks replace passwords with stronger and better authentication across the entire organization. 81% of attacks come from weak or stolen passwords. With Secfense, this problem is gone.

Features

MFA is great, but implementation is a nightmare. Secfense introduces MFA on any application:

  • zero integration costs
  • no burden to end-users
  • fast and automated way

Why it’s great

It is possible to launch and scale strong authentication within the entire organization with zero integration costs. No matter how big and complex the organization is – it can be protected entirely.

Presenters

Antoni Sikora, Head of Growth, Secfense
Sikora has been with Secfense from its early days. His goal is to spread the good news that password days are over and that they can be replaced with a stronger and better alternative.
LinkedIn

Patrycja Karwat, IT Security Specialist, BNP Paribas Poland
Karwat has been working in cybersecurity for more than five years and has been involved in many cybersecurity projects in banking.
LinkedIn

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FinovateEurope 2022 Sneak Peek: txtsmarter

FinovateEurope 2022 Sneak Peek: txtsmarter
By Heather Stowell Posted on
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, txtsmarter

A look at the companies demoing at FinovateEurope on March 15 digitally and live in London on March 22 and 23, 2022. Register today and save your spot.

txtsmarter is a Communications Surveillance Service for messaging and social platforms to capture, encrypt, and archive previously inaccessible data for compliance requirements in the financial space.

Features

  • Only txtsmarter can archive iMessage, Android SMS/MMS, and WhatsApp
  • Solution operates in accordance with FINRA, SEC, FDIC, MiFID II, Dodd-Frank, and FCA regulations
  • Service is permission-based and adheres to privacy regulations

Why it’s great

API-driven Intelligent Communications Surveillance Service: Once activated, requires no user interaction, is OS and device-agnostic with full compliance coverage, and data is directed to eDiscovery platform.

Presenters

Nuri Otus, CEO and Founder
Nuri Otus has built multiple sales organizations from nil to eight figures. He has 20+ years experience in strategic planning, sales, marketing, organizational development, product leadership, and market-making.
LinkedIn

Alex Otus, Sr. Project Manager and Co-Founder

Alex Otus works with txtsmarter’s development team, as well as its Directors of Marketing and Sales, to develop new integrations, develop and maintain marketing strategy, and ensure client success.
LinkedIn

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