Madeline Clines, Author at Finovate

FinovateSpring 2023 Sneak Peek: PayTic

By Madeline Clines Posted on May 4, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, PayTic

PayTic provides a SaaS solution for card issuers and program managers that automates network fee analysis, reconciliation, dispute submission, exceptions management, and reporting.

Features

Efficiency: Program management processes live in a single platform
Accuracy: Modules update each other
Savings: Elimination of unnecessary fees and data related to compliance issues

Why it’s great

Saving time and money is possible while managing card programs. By automating processes and data flows, PayTic can reduce network fees and increase compliance efficiency.

Presenters

Imad Boumahdi, Founder & CEO
Boumahdi founded PayTic to help card programs modernize and manage their day-to-day operations and compliance. He has 15+ years of experience in payment cards processing.
LinkedIn

Kate Firuz, Director of Product
Over the past nine years, Firuz has directed company growth by acquiring and issuing businesses, while launching card programs in U.S. markets and Canada.
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FinovateSpring 2023 Sneak Peek: Hyperswitch

By Madeline Clines Posted on May 4, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Hyperswitch

Hyperswitch, launched in January 2023, is an open source payments switch designed to make payments fast, reliable, and affordable.

Features

Improve payment conversions
Reduce payment costs
Reduce development & maintenance efforts

Why it’s great

Companies can take control of their payments and reduce their dependency on a single payment processor.

Presenters

Shan M S, CGO
M S has 15+ years of experience across the fintech, e-commerce, and mobility and strategy consulting spaces.
LinkedIn

Sheetal Lalwani, Co-Founder & COO
Lalwani has 17 years of experience across fintech and R&D.
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FinovateSpring 2023 Sneak Peek: ModernTax

By Madeline Clines Posted on May 4, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, ModernTax

ModernTax provides fast and secure access to millions of financial data points for businesses to verify tax filings and wage and income reports. It delivers coverage of over 7 million unique entities in the US.

Features

Includes fast and secure access to millions of financial data points in minutes, not days
Offers coverage of over 7 million unique entities and every U.S. taxpayer
Provides a comprehensive solution for verifying U.S. tax filing

Why it’s great

ModernTax offers fast, secure access to financial data for tax verification, reducing the risk of fraud – valuable for financial institutions, insurers, and others.

Presenter

Matthew Parker, CEO
Parker is the CEO of ModernTax, a startup offering API and no-code solutions for tax data to financial institutions and fintech platforms. He is a 3x founder and former D1 college athlete.
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FinovateSpring 2023 Sneak Peek: QuickFi

By Madeline Clines Posted on May 4, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, QuickFi

QuickFi’s latest e-commerce technology allows business borrowers to shop and consummate financing for business equipment – all within minutes, instead of days or weeks.

Features

Easily embeds into lender or manufacturer’s website
100% digital, borrower self-service, and accessible 24/7
Automated credit, contract structuring, and business verification

Why it’s great

With this latest technology, banks and manufacturers can now offer a combined online shopping and financing experience that is 100% digital, fully self-service, and able to be completed in minutes.

Presenters

Nate Gibbons, CXO
Gibbons oversees QuickFi’s customer experience strategy, leveraging automation and technology to enable dramatic improvements to the borrower experience.
LinkedIn

Jillian Munson, VP, Process & Automation
Munson leads core technology projects at QuickFi. She develops seamless user experiences for both internal and external business processes.
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FinovateSpring 2023 Sneak Peek: FinGoal

By Madeline Clines Posted on May 2, 2023
Categories: FinGoal, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

FinGoal’s new user tags enable financial institutions to understand their customers better and create more targeted offers resulting in higher cross-sells.

Features

Includes user tags based on transaction data
Applies user tags in any CRM to create targeted marketing campaigns
Results in higher cross-sells and more loyal customers

Why it’s great

FinGoal helps firms go beyond marketing based solely on demographics. They can use the information business’ already have – transaction data – to drive personalized marketing campaigns that will result in higher conversions.

Presenters

Ariam Sium, VP of Product
Sium 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 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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FinovateSpring 2023 Sneak Peek: IDMERIT

By Madeline Clines Posted on May 2, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, IDMERIT

IDMERIT’s IDMlive can efficiently and accurately verify a customer’s identity with a live agent.

Features

Reduces customer acquisition costs
Provides faster onboarding of new customers
Offers a simple and low-friction process

Why it’s great

IDMlive is a simple and low-cost solution to manually verify new customers.

Presenters

Ray Weale, COO
Weale, a tech executive for 25+ years, led international teams implementing SAP, Salesforce, and eCommerce for digital transformation. Previously Weale was the CTO at Etihad Airways and Nestle.
LinkedIn

James Stubbs, Customer Success Manager
Stubbs joined IDMERIT in 2021. As the liaison for their clients, he works diligently with each department to ensure that IDMERIT provides the best customer experience.
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FinovateSpring 2023 Sneak Peek: Storied Data

By Madeline Clines Posted on May 2, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Storied Data

Storied Data’s smart information distribution platform transforms digital documents and powers information sharing and data publishing to millions of information consumers.

Features

Replace dull PDFs and static documents with smart digital documents
Transform the user experience with app-like in-document UI/UX
Improve cost, time, and ESG efficiency by 90%

Why it’s great

Businesses can deliver education, transparency, and trust through smart information distribution and data publishing at scale.

Presenters

Rado Kotorov, Founder & CEO
A business leader and innovator with multiple patents, articles, and books. Passionate about data and digital technologies that create new business models and revenue streams.
LinkedIn

Yoshiko Akai, CPO
Innovative and results-driven technology leader focused on achieving exceptional results in highly competitive environments that demand continuous improvement. Experienced in driving product, process, and customer service improvements while building partnerships with the key business decision-makers.
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FinovateSpring 2023 Sneak Peek: Curinos

By Madeline Clines Posted on May 2, 2023
Categories: Curinos, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

Curinos’ Amplero Personalization Optimizer introduces a new kind of marketing automation, making it possible for financial institutions to deliver optimal, hyper-personalized omnichannel experiences.

Features

Built by data scientists, tuned for financial services
AI engine enables personalization at scale within days, not months
Intuitive platform allows for seamless builds of content and user journeys

Why it’s great

Amplero Personalization Optimizer allows financial services marketing departments to add rocket fuel to their operations by utilizing existing tech stack and personnel.

Presenters

Sarah Welch, Managing Director
Welch is a strategic and results-oriented innovator with 15+ years of experience launching and leading startups, new brands, and internal initiatives.
LinkedIn

Tazmin Bailiff Curtis, VP, Amplero
Bailiff Curtis has a diverse background in consulting, strategy, analytics and product management, successfully launching several platforms across industry verticals.
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FinovateSpring 2023 Sneak Peek: TAZI AI

By Madeline Clines Posted on May 2, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, TAZI AI

TAZI AI is a machine learning (ML) platform, enabling business experts and data scientists to build and deploy ML models with patented continuous learning and explainable AI.

Features

Easy to use: Usable by business employees who don’t have data science training
Time to value: Deploy models in less than two weeks
Adaptive: Adapts to changes in data

Why it’s great

A no-code ML platform for business experts (and data scientists) to create, update and deploy ML models, allowing them to make smart decisions in dynamic business environments.

Presenter

Zehra Cataltepe, CEO & Co-Founder
Cataltepe is a computer science expert with a PhD from Caltech. She is democratizing AI across industries and has 100+ publications in the field of AI and 14 patents.
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FinovateSpring 2023 Sneak Peek: AI Squared

By Madeline Clines Posted on April 27, 2023
Categories: AI Squared, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

AI Squared has created an AI integration platform designed to reduce AI/ML integration time from eight or more months to just eight hours.

Features

Includes reverse ETL for ML
Delivers a lightweight browser extension
Provides data/model governance

Presenters

Benjamin Harvey, CEO
Dr. Harvey is the former Chief of Operations Data Science at the NSA and early Solutions Architect at Databricks.
LinkedIn

Michelle Bonat, CTO
Bonat joined AI Squared in January 2023 after serving as the CTO of JP Morgan Chase.
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FinovateSpring 2023 Sneak Peek: The Lazu Group

By Madeline Clines Posted on April 27, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, The Lazu Group

The Lazu Group’s CULTURL Heritage Calendar offers insights into the history and significance of holidays across many different cultures, helping companies educate and communicate in a multicultural workplace.

Features

Provides a wealth of resources designed to support internal inclusion
Includes 80 holidays, commemorations, and cultural heritage months
Offers 13 toolkits to guide organizations in the creation of diverse content

Why it’s great

The CULTURL Heritage Calendar offers ideas and resources for creating timely content and communication to promote empathy, curiosity and dialogue around the significance of cross-cultural moments.

Presenter

Malia Lazu, Founder & CEO
Lazu is an award-winning, tenured strategist in diversity & inclusion who has sparked deep economic development and investment in urban entrepreneurship for more than twenty years.
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FinovateSpring 2023 Sneak Peek: Merlin Investor

By Madeline Clines Posted on April 27, 2023
Categories: FinovateSpring 2023, FinovateSpring 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 investor.

Features

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

Why it’s great

The Merlin platform allows financial institutions to attract and retain customers throughout the entire investment process and not just during the execution of trades.

Presenter

Guido Petrelli, Founder & CEO
Before starting Merlin Investor, Petrelli was the CFO and COO of a multinational company operating in the automotive sector for almost 15 years.
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