Madeline Clines, Author at Finovate

FinovateEurope 2023 Sneak Peek: StockRepublic

By Madeline Clines Posted on February 9, 2023
Categories: FinovateEurope 2023, FinovateEurope 2023 Sneak Peek, StockRepublic

StockRepublic offers white label social trading apps for banks and brokers to provide their customers with features like social feeds, performance benchmarks, and access to like-minded people.

Features

Customizable to fit unique brands and needs
Ready to launch with weeks with no internal developer required
Fully compliant

Why it’s great

From organic growth to greater customer engagement and loyalty to increased trade volumes, StockRepublic’s social trading platform drives powerful results.

Presenter

Maximilian Knopp, Managing Director Germany & Head of Business Operations
With vast working experience in innovation and business development roles, Knopp understands what makes a great product, how to adapt to modern times, and what it takes to succeed in a market.
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FinovateFall 2022 Sneak Peek: Responsive AI

By Madeline Clines Posted on August 31, 2022
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Responsive AI

Responsive AI is a B2B wealthtech company that scales better, personalized advice to more clients. Their flexible framework and APIs empower advisors to enrich engagement and increase productivity.

Features

Allows companies to see more, know more and do more for their clients
Provides holistic next best action
Includes wider data, deeper analytics

Why it’s great

Responsive builds better advice with wider holistic data, industry-leading behavioral analytics and accelerated time to insight. Scaling is made simple with Responsive’s modular, flexible framework.

Presenters

Day Wachell, CEO
Named one of BC’s top 25 Fintech CEOs, Day Wachell studied AI in the SymSys program at Stanford and Film at Columbia. His film and opera work has been seen at Tribeca, Sundance, and the Hammer Museum.
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Logan Grosenick, Chief Science Officer
Logan Grosenick is tenure-track in Neuroscience and Psychiatry at Cornell. He has 40+ articles in engineering, stats, and neuroscience journals and is leading the development of Reponsive’s ML engine.
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FinovateFall 2022 Sneak Peek: Themis

By Madeline Clines Posted on August 31, 2022
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Themis

Themis is the first compliance collaboration tool to help companies accelerate partnerships with vendors, banks and fintechs.

Features

Requires very little implementation time
Allows for seamless collaboration with internal and external partners
Includes a ready to use compliance framework

Why it’s great

Themis is the first collaborative compliance tool built by the compliance industry.

Presenter

Neepa Patel, Founder & CEO
Formerly Patel was an OCC Bank Regulator, a Chief Compliance Officer at a Fintech and a Compliance Officer at Morgan Stanley / Deutsche.
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FinovateFall 2022 Sneak Peek: Nuance

By Madeline Clines Posted on August 31, 2022
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Nuance

Nuance (a Microsoft company) helps FIs create stronger relationships and better experiences for their customers and workforce.

Features

Through biometric authentication and fraud prevention, Nuance Gatekeeper:

Improves customer experiences
Lowers operational costs
Mitigates fraud losses and protects brands

Why it’s great

Nuance Gatekeeper provides both authentication and fraud prevention on a single platform that spans voice and digital channels.

Presenters

Amy Travers, Vice President, Security & Biometrics
Amy Travers works closely with banks and credit unions across North America to design biometric authentication and fraud prevention solutions that deliver the highest levels of security and customer experience.
LinkedIn

Rachel Muench, Security and Biometrics Executive
Rachel Muench is a Security and Fraud Specialist with Nuance. Like Amy Travers, her expertise is helping credit unions strike the right balance between authentication, fraud prevention and member experience.
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FinovateFall 2022 Sneak Peek: Energy Shares

By Madeline Clines Posted on August 31, 2022
Categories: Energy Shares, FinovateFall 2022, FinovateFall 2022 Sneak Peek

Energy Shares is a FINRA registered broker-dealer and equity crowdfunding platform for utility scale renewable energy projects in the U.S.

Features

Expands access to renewable energy investments
Accelerates the adoption of renewable energy in U.S.
Updates/expands U.S. power grid to meet rising electricity demands

Why it’s great

Energy Shares gives the power to invest directly in and own shares of renewable energy projects previously only accessible to institutional, corporate, and a limited number of retail investors.

Presenters

Mark Kapczynski, CMO
Kapczynski hails from a background working on the brand FreeCreditReport.com for Experian and served as an executive for Envestnet – Yodlee.
LinkedIn

Chloe Breau, Social Media & Community Manager
Breau is an expert in community-building and social media engagement.
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FinovateFall 2022 Sneak Peek: Eltropy

By Madeline Clines Posted on August 31, 2022
Categories: Eltropy, FinovateFall 2022, FinovateFall 2022 Sneak Peek

Eltropy enables Community Financial Institutions to digitally engage in a secure and compliant way via text, video, audio, secure chat, and social messaging. With Eltropy’s world-class digital communications platform, financial institutions can improve operations, engagement, and productivity.

Features

Only credit-union-focused inbound and outbound omni-channel digital communication solution
Rated as Best Text and Omni-Channel Solution by CUNA Strategic Services
300+ credit unions

Why it’s great

Eltropy has the only all-in-one inbound and outbound omni-channel solution designed for enterprise wide use across lending, collection, marketing, and contact centers.

Presenter

Dave Norton, CRO
Norton has spent his career building and selling SaaS solutions, big data analytics, AI and BI, data aggregation, and data platforms to Fortune 100 & 500 companies in the following sectors: Financial Services, Insurance, Property Management, Retail, Construction, Education, Government, and Restaurant/Hospitality.
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FinovateFall 2022 Sneak Peek: ASA

By Madeline Clines Posted on August 31, 2022
Categories: ASA, FinovateFall 2022, FinovateFall 2022 Sneak Peek

ASA is an embedded fintech solution providing a clear path to innovation, scale and customer empowerment for financial institutions and fintechs, powering growth and opportunity for all.

Features

FIs turn on any new fintech without liability or risk
Customers privately and anonymously connect to fintechs
Both FIs and fintechs experience easier one-to-one vendor due diligence

Why it’s great

ASA solves liability and risk traditionally associated with financial institution/fintech partnerships, enabling unlimited innovation and customer choice powered by FIs.

Presenters

Landon Glenn, Founder & CEO
Glenn founded ASA to connect financial institutions with customer-facing fintechs in a secure, compliant and easy to implement marketplace.
LinkedIn

Lisa Gold Schier, CSO
Gold Schier drives the strategy of collaborative banking, creating a clear path to innovation, scale and customer empowerment through embedded fintech.
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Nick Hammerstad, CRO
Hammerstad is responsible for revenue/sales operations, leading revenue generation functions and developing strategic business partnerships through collaborative banking.
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FinovateFall 2022 Sneak Peek: TreviPay

By Madeline Clines Posted on August 29, 2022
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, TreviPay

TreviPay is the global B2B payments and invoicing network empowering trade networks for enterprises to SMBs in 32 countries in 19 currencies.

Features

Deepen customer relationships and loyalty
Drive revenue for SMB Banking with a sound and customizable risk structure
Simple go-to-market, no software integration required

Why it’s great

Grow small business banking, drive revenue and customer loyalty with the first payments network built for banks and their small business customers.

Presenter

Rissi Lovern, SVP, Head of Small Business Markets
Rissi Lovern delivers innovative payment solutions by leading global credit and lending risk. Her experience includes launching new lending products and risk management techniques.
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FinovateFall 2022 Sneak Peek: Quilo

By Madeline Clines Posted on August 29, 2022
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Quilo

Quilo empowers financial institutions to provide digitally, instant installment loans that can be syndicated at the time of underwriting.

Features

Banks and credit unions can provide digitally, instant installment loans
System can syndicate any individual personal loan if needed
Syndication automatically occurs at time of underwriting

Why it’s great

Automatically syndicating an individual personal loan at the time of underwriting is revolutionizing. Quilo is proven to help more lenders provide more loans to more people than ever before.

Presenters

Don Shafer, Co-Founder & Chief Evangelist
Shafer has previously co-founded three other fintechs: Kasasa, BancLeasing and Banking Solutions and received E&Y Entrepreneur of the Year Award in 2011.
LinkedIn

Boris Fuzayloff, Co-Founder & CEO
Boris Fuzayloff is the Co-Founder & CEO of Quilo. Experienced hands-on senior technologist with a track record in leading technology teams that successfully deliver emerging technology solutions for the key transformational initiatives in leading financial services firms.
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FinovateFall 2022 Sneak Peek: Privacy Lock

By Madeline Clines Posted on August 29, 2022
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Privacy Lock

Privacy Lock offers one solution to global privacy compliance – without ever collecting or processing PII.

Features

Proprietary Data Mapping
Consumer Request Automation
Report and Auditing Automation
Global Jurisdiction Coverage

Why it’s great

Privacy Lock is the first product to offer privacy compliance automation without collecting, storing, or processing any PII.

Presenter

David Ritter, CEO
David Ritter has 10+ years experience in private equity and emerging technologies and six years in regtech. He served as Project Director of Donghu Group Investments, where he managed a portfolio with $1B (AUM).
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FinovateFall 2022 Sneak Peek: FinGoal

By Madeline Clines Posted on August 29, 2022
Categories: FinGoal, FinovateFall 2022, FinovateFall 2022 Sneak Peek

FinGoal’s insights platform sits atop digital banking and personal financial data. Their new Aggregator Switch Kit allows fintech developers to switch data aggregators in minutes.

Features

Coverage: The best, most enriched and open data in the industry.
Access: Data is shared easily across a company’s ecosystem.
Cost: Better cost structures for aggregation, enrichment and account verification.

Why it’s great

Fintech developers should not be hostage to their aggregation provider.

Presenters

Ariam Sium, VP of Product
Sium leads Product at FinGoal and uses the tenets of focus and value to govern each product decision made in the rapidly adapting world of fintech.
LinkedIn

Jenn Underwood, Product Analyst
Underwood brings an expertise in personal finance to FinGoal’s product development. Her passion for equitable financial services and value-based savings greatly enriches the UX.
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FinovateFall 2022 Sneak Peek: Finalytics.ai

By Madeline Clines Posted on August 29, 2022
Categories: Finalytics.ai, FinovateFall 2022, FinovateFall 2022 Sneak Peek

Finalytics.ai uses the power of big data and machine learning to help clients go beyond personalization and provide customers and members with a market of one digital experience.

Features

Create a dynamic, visitor-centric, digital platform ideal for online conversions
Create a positive digital experience & user journey
Implement an AI-enhanced CX in eight weeks

Why it’s great

The Finalytics.ai platform was designed specifically to leverage the relational aspect of the credit
union model, transforming the digital experience from “one size fits all” to a “segment-of-one.”

Presenters

Craig McLaughlin, Co-Founder & CEO
Craig McLaughlin is the Founder & CEO of Silicon Valley-based Finalytics.ai, the first digital platform to apply real-time big data and machine learning to address individuals’ financial needs.
Link edIn

Thomas Novak, VP & Chief Digital Officer
Thomas P. Novak is VP & Chief Digital Officer at Visions Federal Credit Union where he oversees digital banking strategy and payments strategy supporting seamless end-to-end experiences.
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