Madeline Clines, Author at Finovate

FinovateFall 2023 Sneak Peek: Wealth Access

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Wealth Access

Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data.

Features

Overcomes siloed processes by integrating records
Enables hyper-personalized experiences across multiple business lines without borders
Provides actionable insights to uncover complete customer stories

Why it’s great

Wealth Access intelligently unifies records across multiple systems and enables service teams to bolster customer loyalty, resulting in high ROIs that are 15x their spend.

Presenter

David Benskin, CEO & Founder
Under Benskin’s leadership, Wealth Access has sustained profitability and a robust core business CAGR of 37% over the past four years.

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FinovateFall 2023 Sneak Peek: HappyNest

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, HappyNest

HappyNest, a revolutionary commercial real estate investing and savings mobile app, grants access to quality real estate projects to all Americans with a minimum investment of $10.

Features

Offers accessible real estate investing at a low minimum entry
Rounds up purchases to invest them into real estate
Provides amazing personalization for investors

Why it’s great

HappyNest is a fast-growing real estate company that provides access to high-quality commercial real estate investment opportunities to non-accredited investors starting with $10.

Presenter

Jesse Prince, Co-Founder & CEO
Prince, a combat veteran, CEO of HappyNest, and a seasoned commercial real estate entrepreneur, is passionate about making real estate investing accessible to everyone.
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FinovateFall 2023 Sneak Peek: Setuply

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Setuply

Setuply is a cutting-edge client onboarding automation platform for B2B solution providers. The Setuply platform makes onboarding scalable, improves client engagement, and helps safeguard clients’ sensitive data.

Features

Provides real-time insight into the revenue at stake to prioritize work
Offers a scalable and repeatable onboarding process
Enhances client engagement and collaboration

Why it’s great

Transform brand new clients into brand champions with seamless onboarding using Setuply.

Presenters

Rachel Lyubovitzky, CEO
Lyubovitzky is a serial B2B enterprise entrepreneur, investor, and published author passionate about technology innovation.
LinkedIn

Katie Curran, Solutions Engineer
Curran has extensive experience in data visualization and analysis helping to create seamless alignment between tech solutions and client needs.
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FinovateFall 2023 Sneak Peek: SESAMm

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

SESAMm is a fintech company specializing in big data and artificial intelligence. It provides analytics and investment signals from over 20 billion web data points using NLP.

Features

SESAMm is incorporating a version of Chat GPT into its solutions. Going forward, users will have the ability to interact with SESAMm to seamlessly monitor ESG controversies and produce ESG analysis.

Why it’s great

These new features, powered by generative AI, reinforce SESAMm’s commitment to developing solutions that enhance risk mitigation and streamline processes for financial firms.

Presenter

Sylvain Forté, CEO
Forté’s 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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FinovateFall 2023 Sneak Peek: Fundica

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

Fundica’s funding search engine serves as a business client acquisition and retention tool for FIs and other business-support organizations by enabling them to truly democratize access to funding.

Features

Effortlessly generate new business leads and retain clients
Gather business firmographics and funding needs
Organically promote diversity, equity, and inclusion

Why it’s great

Fundica’s funding search engine makes business-support organizations a more complete, one-stop funding destination for SMBs by effortlessly extending their service offering at scale.

Presenter

Mike Lee, CEO & Co-Founder
Lee has held leadership roles in technology organizations, secured over $350M in government funding, and holds Engineering, MBA, and CFA designations.
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FinovateFall 2023 Sneak Peek: 1Kosmos

By Madeline Clines Posted on August 17, 2023
Categories: 1Kosmos, FinovateFall 2023, FinovateFall 2023 Sneak Peek

1Kosmos’ BlockID provides workers and customers with convenient, passwordless, multi-factor authentication with the added security of identity verification to help prevent identity fraud and account takeover.

Features

Self-service, KYC-compliant identity proofing with tailorable onboarding journeys
Reusable, NIST certified IAL3/AA3 MFA for strong customer authentication
GDPR-compliant privacy-by-design with immutable audit trail

Why it’s great

1Kosmos’ software-as-a-service platform, certified to NIST, FIDO2 and iBeta PAD2 specifications, supports identity proofing and passwordless multi-factor authentication for workers and customers.

Presenters

Sheetal Elangovan, Product Manager
Elangovan is the Product Manager of the admin experience on the BlockID platform and Product Design Lead for all products being built at 1Kosmos.
LinkedIn

Jens Hinrichsen, SVP, North American Sales
Hinrichsen is a career business growth leader, having held a variety of sales and marketing roles across the cybersecurity, fraud, and digital user experience spaces.
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FinovateFall 2023 Sneak Peek: LemonadeLXP

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

LemonadeLXP is an award-winning digital growth platform for FIs and fintechs.

Features

A learning experience platform that turns staff into digital experts
A digital enablement platform (Digital Academy) that supports staff and customers in the flow of work

Why it’s great

LemonadeLXP is trusted by over 70 FIs and fintechs. Why? Lemonade LXP has increased digital fluency amongst frontline staff by more than 93%, and the company’s support tools are increasing digital banking confidence by more than 92%.

Presenter

John Findlay, CEO & Founder
Findlay co-founded Launchfire in 1999, a game-based promotions company. In 2018, LemonadeLXP emerged to help FIs and fintechs grow their digital banking business.
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FinovateFall 2023 Sneak Peek: Regulo

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

Regulo.ai provides leading FCC innovators with patented face hashing and is backed by an expert team, proprietary datasets, and zero-false-positive fraud tech.

Features

Face Recognition: Pioneering face recognition for novel use cases
Face Datasets: Unique datasets drive exceptional outcomes
PET: Proprietary tech ensures privacy in sharing face biometrics

Why it’s great

The face is unique to every individual; therefore, face screening helps eliminate false positives. Regulo’s proprietary, face-based, privacy enhancing technology helps companies comply with privacy regulations.

Presenter

Ravi Madavaram, Co-Founder & CEO
Madavaram is an experienced AI leader skilled in crafting cognitive services, machine vision, and reinforcement learning products deployed across customer service, marcom, audit, and fraud domains.
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FinovateFall 2023 Sneak Peek: Trustworthy

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

Leading financial institutions implement Trustworthy for their digital banking experiences to secure and manage customers’ and members’ most sensitive information.

Features

Modern digital safety deposit box
Multiple collaborators in one digital platform
Most sensitive information tokenized, including passwords, identification, and account numbers

Why it’s great

Trustworthy helps FIs build strong customer and member relationships by quarterbacking a household’s complexities for a business’ customers and members.

Presenter

Daniel McCool, Co-Founder & CPO
McCool has 20 years of product management experience as a founder and product leader within fintech, energy, and consumer technologies.

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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.
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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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