Madeline Clines, Author at Finovate

FinovateFall 2023 Sneak Peek: CD Valet

By Madeline Clines Posted on August 17, 2023
Categories: CD Valet, FinovateFall 2023, FinovateFall 2023 Sneak Peek

CD Valet offers a new channel for financial institutions to easily raise retail deposits from a nationwide CD marketplace where they can market their rates, acquire leads, and open new accounts.

Features

Low-cost, end-to-end account opening solution with major core platform integration
Origination platform with smooth, intuitive user experience
Customizable to FI size

Why it’s great

Given that new account application abandonment rates are as high as 50% for many traditional banks and credit unions, CD Valet solves this problem with a smooth digital account opening solution.

Presenters

Josh Williams, Head of Partnerships
Williams collaborates with fintechs, marketplaces, and brands to integrate financial services into their customer experience.
LinkedIn

Howie Wu, Head of Product
With over 15 years of experience providing leadership and strategic planning in digital banking, Wu drives innovation of digital banking solutions to enhance client experience.
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FinovateFall 2023 Sneak Peek: SAVVI AI

By Madeline Clines Posted on August 14, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, SAVVI AI

SAVVI AI is the fastest way for product and data teams to build and deploy AI apps in minutes with their patented Agile AI platform – no data scientists, pre-existing data, or custom infrastructure required.

Features

Easy-to-use: No need for data science, or AI expertise
Fast to Value: Complete end-to-end solution – launch in days
Cold Start AI: Start AI use cases without any historical pre-existing data

Why it’s great

SAVVI’s Agile AI platform is the fastest and easiest way to add the power of machine learning automation to a company’s decision trees, products and workflows – teams can start with just a spreadsheet.

Presenters

Maya Mikhailov, CEO & Co-Founder
Mikhailov’s previous company was acquired by Synchrony, where she led a division building AI products and services. She’s a speaker on AI and former NYU professor.
LinkedIn

Alex Muller, CPO & Co-Founder
Muller is the former CEO at GPShopper (acquired by Synchrony) and was CPO at Synchrony in AI and EIR. He holds dual masters from CMU in Engineering and a MBA and 5 patents.
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FinovateFall 2023 Sneak Peek: Merlin Investor

By Madeline Clines Posted on August 14, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Merlin Investor

Merlin Investor offers a multi-asset educational, strategizing and tracking tool complementary to any trading platform and designed for any kind of retail investor.

Features

Access a variety of market data from different sources all in one place
Create, analyze, compare and backtest an infinite set of investment strategies
Track portfolio performance

Why it’s great

The Merlin Investor platform is a white-label solution helping financial institutions supercharge their trading platforms by going beyond the sole execution of trades and offering a full investment experience all in one place.

Presenter

Guido Petrelli, CEO
Before starting Merlin Investor, Petrelli was the CFO and COO of a multinational company operating in the automotive sector for more than a decade.
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FinovateFall 2023 Sneak Peek: Plinqit

By Madeline Clines Posted on August 14, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Plinqit

Plinqit’s High Yield Savings is a white-label digital savings product that generates high-growth deposits with minimal investment, giving banks a turnkey way to launch a separate, digital-only brand.

Features

Generates deposits
Offers a cost-effective way to launch a digital-only brand
Includes everything needed: Account opening, KYC, money movement, digital banking, and more

Why it’s great

High Yield Savings by Plinqit offers banks high-growth deposits on a highly scalable platform with low operating costs.

Presenters

Kathleen Craig, Founder & CEO
A fintech expert with a banking background, Craig is Founder and CEO of Plinqit, a venture-backed company helping banks grow deposits and expand into new markets.
LinkedIn

Kirsten Longnecker, SVP of Marketing
An award-winning fintech marketing executive with 20 years of experience in digital marketing, communications and branding, Longnecker is Plinqit’s Senior Vice President of Marketing.
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FinovateFall 2023 Sneak Peek: AutoCloud

By Madeline Clines Posted on August 14, 2023
Categories: AutoCloud, FinovateFall 2023, FinovateFall 2023 Sneak Peek

AutoCloud radically accelerates and de-risks digital transformation. It builds secure cloud workloads orders of magnitude faster, cheaper, and easier than is possible today, utilizing low-code and AI automation.

Features

99% fewer security breaches
80% faster time to market
26% less cloud spending

Why it’s great

Create any cloud system on any cloud provider in minutes using AI and low-code automation, all with the company’s current team.

Presenters

Tyson Kunovsky, CEO
Kunovsky brings with him 20 years of experience in cloud infrastructure, cybersecurity, and financial services.
LinkedIn

Evelyn LaTour, CPO
LaTour oversees product strategy, user research, and design. She has two decades of experience in finance and technology.
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FinovateFall 2023 Sneak Peek: Telesign

By Madeline Clines Posted on August 14, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Telesign

Telesign provides continuous trust to leading global enterprises by connecting, protecting, and defending their digital identities.

Features

Telesign’s brand new intelligence demonstration tool clearly depicts the risk inherent to onboarding and how to mitigate that risk through careful phone number analysis and insight.

Presenter

Michael Lappin, Sr. Director, Solutions Engineering
Lappin has been a part of the security/cybersecurity, incident response/forensic investigation, and security software space for more than 20 years.
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FinovateFall 2023 Sneak Peek: Effectiv

By Madeline Clines Posted on August 10, 2023
Categories: Effectiv, FinovateFall 2023, FinovateFall 2023 Sneak Peek

Effectiv’s fraud and compliance automation platform for fintechs, mid-sized banks, and credit unions automates compliance needs while helping manage fraud with a best-in-class solution.

Features

Effectiv’s unified fraud, risk, and automated compliance solution provides an omni-channel approach to:

Frictionless account opening
Loan application processing
Real-time transaction monitoring

Why it’s great

Effectiv is the modular, centralized risk hub that gets businesses compliant and fraud-free from day one, with AI & ML models that adapt to their organizational needs.

Presenter

Ritesh Arora, COO & Co-Founder
Before becoming Co-Founder of Effectiv, Arora led the Fraud Data Science team at PayPal. He has decades of experience in fraud, data science, and technology and an MS in Management and Statistics.
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FinovateFall 2023 Sneak Peek: Savana

By Madeline Clines Posted on August 10, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Savana

Savana unifies and orchestrates banks’ processes between the core, back-office, and digital channels to enable frictionless interactions between banks and their customers.

Features

Provides one experience for servicing customers across bank-assisted channels and products
Offers core-to-customer centralization and automation of processes
Leverages centralized processes via API for digital channels

Why it’s great

Savana enables banks to own business processes and channel experiences holistically, eliminate process silos on the back-end and the front-end, and launch or modernize quickly without risk.

Presenters

David Williams, CPO
Williams leads the development and execution of Savana’s product strategy to bring value to banks and their customers.
LinkedIn

Larry Edgar-Smith, SVP, Sales Engineering
Edgar-Smith combines market intel with industry experience to help shape the strategic direction of Savana’s solutions.
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FinovateFall 2023 Sneak Peek: ClimateTrade

By Madeline Clines Posted on August 10, 2023
Categories: ClimateTrade, FinovateFall 2023, FinovateFall 2023 Sneak Peek

ClimateTrade is a pioneering climate-tech company, providing innovative solutions for large-scale corporate decarbonization and empowering individuals in the fight against climate change.

Features

Includes carbon-neutral financial products and services with a powerful API
Integrates climate action at the point of sale
Empowers customers and address scope 3 emissions

Why it’s great

ClimateTrade’s plug-and-play API calculates and offsets the carbon footprint of end users transparently, attracting sustainability-focused businesses and individuals.

Presenter

Francisco Benedito, CEO & Co-Founder
Benedito was named among the “100 Latinos Committed to Climate Action” and “Top 22 Business Disruptors of 2022 – Forbes Spain”.
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FinovateFall 2023 Sneak Peek: Illuma

By Madeline Clines Posted on August 10, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Illuma Labs

Illuma Shield Voice Authentication integrated with Glia’s Digital Customer Service platform for frictionless yet secure voice engagements.

Features

Better customer experience with frictionless account access
Improved operational efficiency by cutting minutes from each phone call
Better security with biometric voice authentication

Why it’s great

The Illuma Shield voice authentication integration with Glia improves operational efficiency, security, and customer experience for community banks and credit unions.

Presenters

Milind Borkar, Founder & CEO
Borkar brings a background in R&D and more than 50 successful product launches to his role as Founder and CEO of Illuma Labs.
LinkedIn

Greg Cummings, Director, Global ISV Partners
Cummings has over 20 years of experience in the customer engagement space and currently serves as the Director of Global ISV Partnerships at Glia.
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FinovateFall 2023 Sneak Peek: Engage People

By Madeline Clines Posted on August 10, 2023
Categories: Engage People, FinovateFall 2023, FinovateFall 2023 Sneak Peek

Engage People is a loyalty network that enables program members to pay with points directly at checkout.

Features

Enabling Access Plus through a simple integration:

Converts loyalty points to cash
Increases redemption options
Drives customer acquisition and retention

Why it’s great

Access Plus is the evolution of Engage People’s pay with points payment technology, enabling program members to use their points like any currency directly at checkout or in-store.

Presenter

Len Covello, CTO
Covello leads the long-term technology vision of Engage People and is responsible for driving continued technology innovation for customers.
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FinovateFall 2023 Sneak Peek: Connect Earth

By Madeline Clines Posted on August 8, 2023
Categories: Connect Earth, FinovateFall 2023, FinovateFall 2023 Sneak Peek

Connect Earth supports financial institutions in offering its retail and SME customers insights into the climate impact of their spending.

Features

Provides carbon footprint estimates based on spending
Includes CO2 analytics and chart breakdowns to better understand one’s carbon footprint
Delivers educational insights to enable action and engagement

Why it’s great

Financed emissions are 700 times greater than a bank’s direct emissions. By funding and investing in other businesses, indirect emissions become attributable to the financial institution.

Presenter

Alexander Lempka, Co-Founder & CEO
Lempka co-founded Connect Earth by combining his experience in fintech with a passion for sustainability.
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