Heather Stowell, Author at Finovate

FinovateSpring 2022 Sneak Peek: Engage People

By Heather Stowell Posted on April 14, 2022
Categories: Engage People, FinovateSpring 2022, FinovateSpring 2022 Sneak Peek

Engage People is the only loyalty network that enables program members to pay with points directly at checkout. The global technology provider connects loyalty programs with global payment systems.

Features

It is a convenient, frictionless, and cost efficient tech solution that enables conversion of loyalty points to currency increasing consumer engagement and interaction.

Why it’s great

It offers easy integration with existing platforms and programs.

Presenter

Len Covello, CTO
Covello is the Chief Technology Officer (CTO) at Engage People, leading the long-term technology vision of the company. He is responsible for driving continued innovation in the loyalty sector.
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FinovateSpring 2022 Sneak Peek: Goalry

By Heather Stowell Posted on April 14, 2022
Categories: FinovateSpring 2022, FinovateSpring 2022 Sneak Peek, Goalry

Goalry is a unified “Money Mall” experience that converges personal finance management (PFM) with shopping to help members reach goals in one immersive space.

Features

Everything to achieve goals and comparison shop with a single login
Virtual real estate for embedded tech
Interactive and future-proof design

Why it’s great

Goalry’s platform improves the customer journey by providing a full funnel experience for everything finance and shopping in one virtual, immersive space.

Presenter

Ethan Taub, CEO & Founder
Taub has 20 years of executive experience ranging from billion-dollar brands to startups. His mission is to unify a disconnected finance landscape to create efficiencies.
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FinovateSpring 2022 Sneak Peek: KuantSol

By Heather Stowell Posted on April 14, 2022
Categories: FinovateSpring 2022, FinovateSpring 2022 Sneak Peek, KuantSol

KuantSol Enterprise SaaS democratizes end-to-end modeling for banking, financials, and fintech. KuantSol drives more than 50X gain in operational efficiency, modeling time, quality, and compliance.

Features

Offers E2E modeling, validation, and compliance without dependence on data scientists, IT, and third-parties
Reduces cycle time from months to days
Reduces costs and resource requirements by more than 25X

Why it’s great

The first end-to-end risk modeling technology that is a one-stop shop for all time series and machine learning modeling that shortens cycle time and costs by more than 50X.

Presenters

Alex Shahidi, CEO & Co-Founder
Shahidi is the Co-Founder of KuantSo and is a founder or member of five startups with two exits. He is a pioneer in SaaS and cloud technologies, author of papers and patents on data protection, transformation, and infrastructure.
LinkedIn

Aytekin Oldac, Co-Founder & Chair of Board
Co-Founder of KuantSol, a businessman, and founder of a health services provider, Aytekin is an investor of Code2 and Pyramos software. He has previously served with PwC and IBM Cloud and compliance.
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FinovateSpring 2022 Sneak Peek: Ever Green 3C

By Heather Stowell Posted on April 12, 2022
Categories: Ever Green 3C, FinovateSpring 2022, FinovateSpring 2022 Sneak Peek

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.
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FinovateSpring 2022 Sneak Peek: ToroAlerts

By Heather Stowell Posted on April 12, 2022
Categories: FinovateSpring 2022, FinovateSpring 2022 Sneak Peek, ToroAlerts

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.
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FinovateSpring 2022 Sneak Peek: Buddy

By Heather Stowell Posted on April 12, 2022
Categories: Buddy, FinovateSpring 2022, FinovateSpring 2022 Sneak Peek

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.
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FinovateSpring 2022 Sneak Peek: Prelim

By Heather Stowell Posted on April 12, 2022
Categories: FinovateSpring 2022, FinovateSpring 2022 Sneak Peek, Prelim

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

By Heather Stowell Posted on March 15, 2022
Categories: FI.SPAN, FinovateEurope 2022, FinovateEurope 2022 Sneak Peek

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.
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FinovateEurope 2022 Sneak Peek: InvestGlass

By Heather Stowell Posted on March 15, 2022
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, InvestGlass

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

By Heather Stowell Posted on March 15, 2022
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, MoEngage

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

By Heather Stowell Posted on March 15, 2022
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, Meniga

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.
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FinovateEurope 2022 Sneak Peek: Trulioo

By Heather Stowell Posted on March 8, 2022
Categories: FinovateEurope 2022, FinovateEurope 2022 Sneak Peek, Trulioo

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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