FinovateSpring 2023 Sneak Peek: The Lazu Group

FinovateSpring 2023 Sneak Peek: The Lazu Group

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: Merlin Investor

FinovateSpring 2023 Sneak Peek: Merlin Investor

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: 9Spokes

FinovateSpring 2023 Sneak Peek: 9Spokes

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: Prelim

FinovateSpring 2023 Sneak Peek: Prelim

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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

FinovateSpring 2023 Sneak Peek: Savana

FinovateSpring 2023 Sneak Peek: Savana

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: Deserve

FinovateSpring 2023 Sneak Peek: Deserve

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: Finturf

FinovateSpring 2023 Sneak Peek: Finturf

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: FINTEQ & Smart Faktor

FinovateSpring 2023 Sneak Peek: FINTEQ & Smart Faktor

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.

FinovateSpring 2023 Sneak Peek: Finalytics.ai

FinovateSpring 2023 Sneak Peek: Finalytics.ai

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: Deception And Truth Analysis (D.A.T.A.)

FinovateSpring 2023 Sneak Peek: Deception And Truth Analysis (D.A.T.A.)

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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

FinovateSpring 2023 Sneak Peek: Setuply

FinovateSpring 2023 Sneak Peek: Setuply

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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.
LinkedIn

FinovateSpring 2023 Sneak Peek: 1Kosmos

FinovateSpring 2023 Sneak Peek: 1Kosmos

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

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