Author: Julie Muhn (@julieschicktanz)

Gro Solutions’ Account Opening Solution Limits Text Input to Reduce Abandonment

Gro Solutions’ Account Opening Solution Limits Text Input to Reduce Abandonment
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, Gro Solutions

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

GroLogoGro Solutions demonstrated how its Account Opening solution reduces abandonment:

Gro Account Opening is the first and only solution on the market offering online, mobile web and native mobile app account-opening solutions for use by both financial institutions’ customers and employees. Gro Account Opening leverages an innovative, concise workflow along with a multilayered approach and other features to limit manual text input and reduce high abandonment rates. Whether online, on the go, or at the branch, financial institutions can open and fund new accounts in less than four minutes.

Gro presenters: CEO David Eads and CRO Paul Mackowick

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Product Launch: November 2014
Metrics: In 2014, Gro Solutions’ parent company Mobile Strategy Partners (MSP) increased its year-end revenues by more than 200%. This increase was largely due to strong market adoption of its digital account opening solutions, which led to the launch of Gro Solutions. Gro Solutions has 30 full time employees and expects to have at least 46 financial institutions live by late 2015.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Atlanta, Georgia
Founded: July 2015
Website: grobanking.com
Twitter: @grobanking

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InforcePRO Debuts a Real-time Policy Review Tool for Life Insurance Distributors

InforcePRO Debuts a Real-time Policy Review Tool for Life Insurance Distributors
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, InforcePRO

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

InforcePROLogoInforcePRO debuted its real-time policy review:

The real-time policy-review tool allows life insurance distributors to run policy reviews instantly. InforcePRO has legacy rate tables, contractual knowledge on legacy products, new quotes capability, and extensive analysis algorithms to identify sales and service opportunities on ANY policy sold in the last 30 years.

Presenters: Karan Kanodia, founder; Cameron Jacox, co-founder

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Product Launch: August 2015
Metrics: $1 million raised, 22 employees, 1,000 registered users
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Austin, Texas
Founded: November 2013
Website: inforcepro.com
Twitter: @inforcepro

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Yseop’s Smart Business Intelligence Turns Data Into Written Reports

Yseop’s Smart Business Intelligence Turns Data Into Written Reports
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, Yseop

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

YseopLogoYseop showed how its business intelligence transforms data:

Yseop Smart BI is a Self-Service BI Tool that makes data speak. Businesses have automated data collection, storage, and visualization, but despite all of these investments, they still cannot draw insight from data in real time. Visualizations show you trends, but they don’t tell you what actions to take and why. This conventional process is too slow for the market, too expensive, and too laborious as data reserves grow. Yseop Smart BI turns data into written reports with just the click of a button. These Yseop-generated reports not only explain trends, identify outliers, and offer context, but also go further by offering advice and explaining why the advice was given. Yseop Smart BI turns big data into big revenue instantly.

Presenters: Arden Manning, SVP, global marketing; Mathieu Rauscher, director, pre-sales engineering

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Product Launch: September 2015
Metrics: Yseop is a privately owned company with offices in New York, Dallas, London, Paris, and Lyon servicing clients globally. Yseop’s largest customer has more than 12,000 staffers using Yseop’s software on a daily basis.
Product distribution strategy: Direct to Business (B2B); licensed

HQ: Dallas, Texas
Founded: 2010
Website: yseop.com
Twitter: @yseopai

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Travel Notes Notifies Banks of Customer Travel Plans to Prevent Card Declines

Travel Notes Notifies Banks of Customer Travel Plans to Prevent Card Declines
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, Travel Notes

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

TravelNotesLogoTravel Notes showed how it works on behalf of consumers to make travel easier:

As our core technology, the Travel Notes Fraud Platform automatically notifies financial institutions of their cardholder’s travel plans when they purchase airline tickets, so their card is not declined when traveling. We leveraged this technology to offer Travel Notes Flight Compensation, which helps you compete for the top-of-wallet position by putting money back in the pockets of your cardholders who have been affected by a delayed, canceled, or overbooked airline flight. We have partnered with legal experts who handle all of the compensation paperwork and communication with the airlines on behalf of your cardholder so that your cardholder has a seamless experience.

Travel Notes presenter: CEO Hudson Chilton

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Product distribution strategy: Through financial institutions

HQ: Covington, Kentucky
Founded: September 2014
Website: travelnotes.io
Twitter: @travelnotenow

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Empyr’s Online-to-Offline Ad Platform Seamlessly Rewards Consumers

Empyr’s Online-to-Offline Ad Platform Seamlessly Rewards Consumers
By Julie Muhn (@julieschicktanz) Posted on
Categories: Empyr, FinovateFall 2015

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

EmpyrLogoEmpyr launches its online-to-offline ad platform:

Ninety three percent of commerce, over four trillion dollars, is still offline. With Empyr’s online-to-offline ad platform, publishers earn revenue on every offline transaction driven from their website, app, or email, while simultaneously rewarding their consumers with cash back or points, and driving more business to offline advertisers. It’s frictionless because it leverages something we all use: credit and debit cards. There are no coupons, loyalty cards, or apps for consumers and no hardware to install for offline advertisers. All of this can be easily implemented using the Empyr API, and monetized through Empyr’s growing base of offline advertisers.

Empyr presenters: Jon Carder, CEO, co-founder; Jarrod Cuzens, CTO and co-founder

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Product Launch: Fall 2015
Metrics: 70 employees, $35M
Product distribution strategy: Direct to Consumer (B2C); Direct to Business (B2B); through financial institutions; through other fintech companies and platforms, licensed

HQ: San Diego, California
Founded: March 2010
Website: empyr.com

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Flybits’ Context-aware Apps Deliver Personalized Experiences

Flybits’ Context-aware Apps Deliver Personalized Experiences
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, Flybits

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

FlybitsLogoOur first presenter of FinovateFall is Flybits showing how it uses user context to personalize apps:

Context-aware apps that deliver personalized experiences have always required lots of custom development. The sheer variety of interfaces usually leads to complex apps that are hard to change. Flybits solves this problem with a simple, integrated way to incorporate all aspects of user context—including location from beacons, wi-fi, etc.—and personalize app behavior. Our SDKs let you Flybits-enable any app and transform it. Our visual Experience Studio gives you unprecedented agility in changing live apps as you refine your customer-engagement strategy. Flybits runs in the cloud for ease of use, scalability, and elasticity.

Presenters: Hossein Rahnama, founder and chief product officer of Flybits, and CEO Jerry Rudisin

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Product Launch: September 2015
Metrics: $4.75M in Series A financing raised to date, 26 employees
Product distribution strategy: Direct to Business (B2B)

HQ: Palo Alto, California
Founded: October 2012
Website: flybits.com
Twitter: @FlybitsInc

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FinovateFall Sneak Peek: Hypori

FinovateFall Sneak Peek: Hypori
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, FinovateFall 2015 Sneak Peek, Hypori

HyporiHomepage

FF2015_logo_dateThe Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in NYC!

HyporiLogoHypori’s VMI provides remote access to Android virtual machines running in the cloud, solving BYOD challenges with a secure and separate OS.

Features:

  • Security: Separate OS in the cloud
  • Support: Single gold disk of Android to manage
  • Privacy: Like any other mobile app, avoids managing the personal device

Why it’s great
VMI: a mobile-first solution for a security-first mindset. Providing a virtual mobile device running in the cloud, enterprise-owned and -secured.

HyporiPresenter1Presenters

Justin Marston, CEO, Co-founder
Marston is a seasoned entrepreneur and holds multiple patents. He is a published author and a frequent speaker at international conferences.
LinkedIn

HyporiPresenter2Joel Schopp, Senior Software Developer
Schopp has 14 years of experience in virtualization; he previously was a virtualization architect at IBM and AMD.
LinkedIn

Phil Kumnick, SVP of Global Acquirer Processing, Visa
Kumnick is responsible for acquiring products and services, processing strategies for mobile POS, and for partnerships that drive acceptance.
LinkedIn

 

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FinovateFall Sneak Peek: LiftForward

FinovateFall Sneak Peek: LiftForward
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, FinovateFall 2015 Sneak Peek, LiftForward

LiftForwardHomepage

FF2015_logo_dateThe Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in New York, 16/17 September!

LiftForwardLiftForwardLogo will show its technology-as-a-service financing platform for manufacturers, suppliers, and retailers. TaaSLift provides a plug-and-play method for businesses to offer their small-business customers products-as-a-service.

Features:

  • Turns a one-time purchase into a subscription service
  • Increases sales and repeat purchases
  • Increases customer loyalty

Why it’s great
By replacing expensive, one-time purchases with affordable subscriptions, TaaSLift helps companies increase sales while strengthening customer relationships.

LiftForwardPresenter1Presenters

Jeffrey Rogers, CEO
Rogers has more than 20 years of experience in building companies. His disciplines include technology, e-commerce, finance and operations.
LinkedIn

LiftForwardPresenter3Michael Grassotti, CTO
Grassotti has more than 20 years of experience as a technology-focused entrepreneur with experience recruiting and leading tech teams, and taking products from idea to market.
LinkedIn

 

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FinovateFall Sneak Peek: HelloWallet

FinovateFall Sneak Peek: HelloWallet
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, FinovateFall 2015 Sneak Peek, HelloWallet

HelloWalletHomepage

FF2015_logo_dateThe Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in New York, 16/17 September!

HelloWalletLogoHelloWallet provides independent, personalized financial guidance to individuals through web and mobile-based software applications.

Features:

  • Provides straightforward, sophisticated retirement guidance
  • Enables both modeling and committing to a new retirement plan
  • Integrates seamlessly with other technology

Why it’s great
With Retirement Explorer, individuals can model multiple retirement scenarios and also implement a new plan with a single click, due to partner integrations.

HelloWalletPresenter1Presenters

Matt Fellowes, Chief Innovation Officer at Morningstar, Founder of HelloWallet
Fellowes has been named a “Game Changer” and a “Tech Titan” for building companies and innovations that help all Americans achieve financial mobility.
LinkedIn

HelloWalletPresenter2Andrew Vincent, Senior Product Manager
Vincent is passionate about building engaging products that solve user problems and make life better. This is evident in the the work he has done in education, construction, and financial technology.
LinkedIn

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FinovateFall Sneak Peek: InforcePRO

FinovateFall Sneak Peek: InforcePRO
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2015, FinovateFall 2015 Sneak Peek, InforcePRO

InforceProhomepage

FF2015_logo_dateThe Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in New York, 16/17 September!

InforcePROInforcePROLogo will show a post-sale life insurance policyholder platform which enables one-click policy reviews by highlighting issues and opportunities in real time.

Features:

  • One-click policy reviews with conversion options, UL funding tracking, etc. on life insurance Inforce book
  • No manual effort in data acquisition
  • Orphan policyholders engagement

Why it’s great
Post-sale life insurance policyholder engagement simplified through automated in-force policy annual reviews.

Inforcepropresenter1Presenters

Karan Kanodia, Co-Founder
Kanodia is co-founder of InforcePro and is responsible for the overall strategic direction as well as designing the product architecture and leading InforcePro’s development teams.
LinkedIn

Inforcepropresenter2Cameron Jacox, Co-founder
Jacox is responsible for sales and marketing management, working to achieve profitability for clients such as ScotiaBank, Desjardins, and Financial Horizons.
LinkedIn

 

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FinovateFall Sneak Peek: Dealflow.com

FinovateFall Sneak Peek: Dealflow.com
By Julie Muhn (@julieschicktanz) Posted on
Categories: Dealflow, FinovateFall 2015, FinovateFall 2015 Sneak Peek

DealflowHomepage

FF2015_logo_dateThe Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in New York, 16/17 September!

Dealflow.comDealflowLogo is building a deal portal for institutional investors and professional deal-makers.

Features:

  • Multi-asset class platform
  • Targeted algorithmic outreach
  • 9,000 applications for membership pre-launch

Why it’s great
It is solving the largest problem in the business of raising capital with software that creates targeted outreach to institutional investors.

DealflowPresenterPresenter

Steven Dresner, CEO
Dresner is founder and CEO of Dealflow.com and is responsible for corporate strategy; he has started, managed, and sold two successful companies.
LinkedIn

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FinovateFall Sneak Peek: additiv

FinovateFall Sneak Peek: additiv
By Julie Muhn (@julieschicktanz) Posted on
Categories: additiv, FinovateFall 2015, FinovateFall 2015 Sneak Peek

AdditivHomepage

FF2015_logo_dateThe Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in New York, 16/17 September!

AdditivLogoAdditiv is based on a powerful platform. Additiv Digital Finance Suite (DFS) conceptualizes and implements digital innovation and business models for the financial services market, banking and insurance.

Features of DFS:

  • Additiv DFS: digitization realized fast and efficiently
  • Offers references for full self-service, hybrid, or personal adviser-focused solutions
  • Focuses on the private, retail, mass affluent and insurance markets

Why it’s great
Time is money. Additiv DFS has implemented innovative solutions in a very short amount of time for many customers. It starts with rapid prototyping to get a fully functional solution in six weeks.

additivpresenterPresenter

Michael Stemmle, Founder, Owner and CEO
Stemmle is a long-term consultant with a focus on the development and implementation of business, sales and distribution strategies for the financial and insurance industries.
LinkedIn

 

 

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