Madeline Clines, Author at Finovate

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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FinovateSpring 2023 Sneak Peek: 9Spokes

By Madeline Clines Posted on April 27, 2023
Categories: 9Spokes, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

9Spokes unlocks the potential of open data and open banking by collecting consented data from businesses to give financial institutions a powerful set of tools to engage their business customers.

Features

Cashflow – plan, project and manage cash position
Banking – analyze spending habits and trends
Business Apps – provides a streamlined business management experience using key business apps

Why it’s great

The 9Spokes toolset makes the financial institution the center of their business customers’ daily financial lives – driving customer engagement, cross-selling and up-selling opportunities.

Presenter

Tom Baran, Head of Partnerships
Baran has been a growth agent and business development leader concentrating within technology and SaaS verticals. He oversees the product-partnership ecosystem for 9Spokes.
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FinovateSpring 2023 Sneak Peek: Prelim

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

Prelim is a white-labeled platform that helps banks digitize business banking. With core integrations and out-of-the-box AML/BSA solutions, they power automation by connecting with any system via API.

Features

Automate business account onboarding with a few clicks
Connect to external providers, including cores, to satisfy AML/BSA/CIP requirements
Launch products and services without re-keying data

Why it’s great

Prelim offers a core integrated business account onboarding solution that allows users to launch other banking products (i.e., treasury & merchant services, lending, etc.).

Presenters

Heang Chan, Co-Founder & CEO
Prior to founding Prelim, Chan was a Product Expert for Blend.
LinkedIn

Sam Kim, SVP, Head of Banking Platform
Before joining Prelim, Sam Kim worked for Wells Fargo Home Mortgage and Enterprise.
LinkedIn

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FinovateSpring 2023 Sneak Peek: Savana

By Madeline Clines Posted on April 25, 2023
Categories: FinovateSpring 2023, FinovateSpring 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
Includes core-to-customer centralization and automation of processes
Digital channels leverage centralized processes via APIs

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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FinovateSpring 2023 Sneak Peek: Deserve

By Madeline Clines Posted on April 25, 2023
Categories: Deserve, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

Deserve’s configurable credit card platform helps FIs reduce fraud with card controls, deploy launches and feature releases quickly, and drive top-of-wallet with superior cardholder experiences.

Why it’s great

Deserve provides financial institutions with a fully-configurable credit card platform including cutting-edge card issuing, processing, and superior mobile cardholder experiences.

Presenters

Rajan Annadurai, CTO
Annadurai leads the vision, strategy, and execution of the Deserve credit card platform.
LinkedIn

Shiv Bhatt, Head of Product
Bhatt leads Product at Deserve and delivers on a roadmap to provide partners with an integrated full-stack platform that is configurable with fast deployment.
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FinovateSpring 2023 Sneak Peek: Finturf

By Madeline Clines Posted on April 25, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Finturf

Finturf provides a complete point-of-sale financing solution for contractors, medical offices, retailers, and other businesses, connecting customers to multiple lenders.

Features

Includes multiple lenders all in one place and automated lender matching
Provides control over lenders and offers presented to customers
Delivers detailed application status, as well as user and company performance

Why it’s great

Finturf’s multi-lender platform boosts sales by increasing approval rates, with flexible financing options.

Presenter

Narek Khachatryan, Head of Product
Narek Khachatryan is an accomplished fintech product executive who excels in product strategy, scaling startups, and point-of-sale financing, with strong problem-solving and collaboration skills.
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FinovateSpring 2023 Sneak Peek: FINTEQ & Smart Faktor

By Madeline Clines Posted on April 25, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, FINTEQ & Smart Faktor

FINTEQ is a technology startup from Poland building the next-gen risk-free payment accelerator and striving to change how companies improve their cashflows in a healthy and sustainable way.

Features

Lowers purchasing costs in the supply chain
Provides debt free trade finance alternatives for suppliers
Generates extra profits for the business

Why it’s great

FINTEQ has created a mobile payments accelerator in a supply chain.

Presenters

Rafal Chrabol, CEO
Chrabol is an executive in IT and finance with more than 15 years of experience. He is the Founder and CEO of FINTEQ and the Board Advisor for financial technology at the Polish Corporate Treasurers Association.
LinkedIn

Aleksandra Chrabol, Media Editor
As a highly creative and open-minded media editor, Chrabol is responsible for delivering the most relevant and eye-catching content across all digital networks.

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FinovateSpring 2023 Sneak Peek: Finalytics.ai

By Madeline Clines Posted on April 20, 2023
Categories: Finalytics.ai, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

Finalytics.ai is the first community financial institution platform to apply real-time multi-faceted data with machine learning to produce a segment of one digital experience for consumers.

Features

Finalytics.ai seeks to go beyond personalization to impact the top and bottom lines of their clients by:

Increasing deposits
Increasing loan applications
Increasing digital engagement

Why it’s great

The Finalytics.ai platform is the only built-for-purpose solution that leverages internal and external data with machine learning to create an experience tailored to the individual’s needs each time they engage.

Presenters

Craig McLaughlin, Co-Founder & CEO
McLaughlin’s focus is on Finalytics.ai’s partnerships with leading community financial institutions. He is regularly featured in banking industry media.
LinkedIn

Mark Ryan, Co-Founder & Chief Analytics Officer
Ryan’s focus is on ROI goals, data strategies, digital channel reporting, and process establishment for data analysis.
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FinovateSpring 2023 Sneak Peek: Deception And Truth Analysis (D.A.T.A.)

By Madeline Clines Posted on April 20, 2023
Categories: Deception And Truth Analysis (D.A.T.A.), FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

D.A.T.A. provides lightning fast and highly accurate analysis of investment due-diligence documents for their level of deceptiveness and truthfulness.

Features

Provides unique actionable insights for investment decision makers
350x faster than investment professionals
Scientifically rigorous and validated

Why it’s great

Accurate assessment of deceptiveness and truthfulness is predictive of future investment outcomes.

Presenters

Jason Voss, Co-Founder & CEO
Voss is a retired five-star and Lipper #1 portfolio manager. He is an author, deception scientist, conscious capitalist, and meditator.
LinkedIn

Nandan Shah, Co-Founder & COO
Shah is an accomplished executive with a background in public and private market investing and a passion for entrepreneurship.
LinkedIn

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FinovateSpring 2023 Sneak Peek: Setuply

By Madeline Clines Posted on April 20, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Setuply

Setuply is a client onboarding solution that optimizes provider revenue recognition while reducing time to value for customers.

Features

Client IMPACT Control Panel – addresses client transparency and engagement
ScaleUP Onboarding Engine – predictable, scalable, and repeatable
Professional Services Automation – provides improved capacity and throughput

Why it’s great

Onboard faster and live better with Setuply’s complete client onboarding solution.

Presenters

Rachel Lyubovitzky, CEO
Lyubovitzky is a successful B2B enterprise tech entrepreneur, accomplished leader, and investor with a passion for effective strategies, successful execution and continued innovation.
LinkedIn

Kelly Blackledge, Product Manager
As a seasoned B2B Product Manager, Blackledge leverages her expertise in market research, user experience design, and agile development to deliver powerful solutions that drive the business forward.
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FinovateSpring 2023 Sneak Peek: 1Kosmos

By Madeline Clines Posted on April 18, 2023
Categories: 1Kosmos, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

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

Features

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

Why it’s great

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

Presenters

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 space.
LinkedIn

Robert MacDonald, VP Product Marketing
MacDonald has more than 15 years of global marketing experience with leading B2B and B2C identity software companies.
LinkedIn

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