Author: Tyler Ferst

FinovateFall Sneak Peek: Layer

FinovateFall Sneak Peek: Layer
By Tyler Ferst Posted on
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Layer

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Layer is a customer conversation platform enabling financial services companies and their clients to have immediate, interactive, and personalized experiences from any digital interface.

Features

Leverage messaging to:

  • Accelerate loan and application processes
  • Aggregate all channels of communication into one method to be compliant
  • Provide immediate and interactive customer service

Why it’s a must-see
Layer creates a branded, client communication experience to drive more sales, provide better support, and increase lifetime value.


Presenter

John Montgomery, Chief Operating Officer
Montgomery is a software executive with wide-ranging experience covering all functions required to take software from an idea through implementation. His focus is managing programs, operations, R&D, and customer experience.
LinkedIn

 

Bill Hu, Vice President of Sales
Hu is an experienced Vice President of Sales with a demonstrated history of working in the internet industry. He is a strong sales professional skilled in negotiation, sales, go-to-market strategy, and customer relationships.
LinkedIn

 

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: cyberProductivity

FinovateFall Sneak Peek: cyberProductivity
By Tyler Ferst Posted on
Categories: cyberProductivity, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

cyberProductivity’s bank branded automated accounting platform helps SMBs manage cash in real-time, boosts sales of factoring, loans, payments. Seamlessly accessible within the bank’s online platform.

Features

  • Real-time booking, automated alerting, task planning
  • Cash flow management & forecasts
  • Cross-sell channel for banks to boost sales of payments, factoring & loans

Why it’s a must-see
Long term competitive advantage thx to adding white label accounting to SMB banking, acquire more new business, loyalize and protect existing clients. Bank branded.


Presenter

Rafal Strzelecki, CEO
20 years in management, 10 years in corporate accounting outsourcing & AI Accounting Robotics, bank branded automated accounting expert, Canadian Executive MBA, MIT FinTech Future Commerce Finalist
LinkedIn

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: College Affordability

FinovateFall Sneak Peek: College Affordability
By Tyler Ferst Posted on
Categories: College Affordability, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

College Affordability is preventing and solving the student debt crisis. Their innovative approach simplifies college funding by creating transparency for families and financial professionals.

Features

  • Provides a customized financial outcomes by college
  • Better utilization of financial resources and student debt structure
  • Attract new clients, retain assets, and improve client experience

Why it’s a must-see
College Affordability improves your client’s experience by providing the financial information they need to make better college funding and student loan repayment decisions.


Presenter

Fred Amrein, Co-Founder & CEO
Amrein co-founded College Affordability with the vision of helping families make better college financial decisions. He is a nationally recognized expert in college funding and student loan repayment.
LinkedIn

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: BILLSHARK

FinovateFall Sneak Peek: BILLSHARK
By Tyler Ferst Posted on
Categories: BILLSHARK, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

BILLSHARK is a bill negotiation service that utilizes the latest mobile technology to help consumers save time and money on their monthly bills

Features

  • Consumers can easily upload bills in two minutes or less.
  • The service is risk-free. There is no fee if customer does not save money.
  • Saved millions for consumers since April 2016 launch

Why it’s a must-see
BILLSHARK’s new bill reduction API, Shark Connect, enables financial institutions and fintech companies to integrate bill reduction capabilities into their applications. BILLSHARK’s partners can enroll custom


Presenter

Steven McKean, Co-Founder and CEO
Steve is a serial entrepreneur specializing in product and customer acquisition. He exited his prior company, Acceller, in 2014.
LinkedIn

 

Brian Keaney, Co-Founder and COO
Brian is a seasoned product and operations executive. In his prior role at Acceller, he scaled 3 contact centers globally.
LinkedIn

 

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: BioCredit

FinovateFall Sneak Peek: BioCredit
By Tyler Ferst Posted on
Categories: BioCredit, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

BioCredit is a solution available on Smartphones and the Internet, that allows people who need loans, to connect with multiple credit institutions with just one request, and all its through a Selfie!

Features

  • Facial recognition and comparison with social networks photos to prevent phishing
  • Automatic connection with credit bureaus
  • Credit Score with information of Social Network

Why it’s a must-see
Through Biocredit’s technology, people can apply just with a selfie to multiple credit offers increasing the revenues of the entities and making easy and simple the process to consumers! Easy like a Selfie!


Presenter

Oscar Gutiérrez Moreno, CEO – Founder
“I´m an economist and Msc. in Financial Risk, passionate for the technology and business, the credit risk managing is my passion, the best technology my dream, and the good business my purpose!”
LinkedIn

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FinovateFall Sneak Peek: Mortgage Cadence

FinovateFall Sneak Peek: Mortgage Cadence
By Tyler Ferst Posted on
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Mortgage Cadence

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Mortgage Cadence’s product, Collaboration Center, delivers on the company’s vision of being the last lending solution their customers will ever need through secure lending communications.

Features

  • Secure multi-party collaboration
  • Built-in messaging and real-time chat feature with time stamps for audit logging
  • Accelerated processing through automated document comparison

Why it’s a must-see
What if lending communications were safe again? Where traditional email falls short, Collaboration Center delivers with a secure, multi-party communication portal.


Presenters

Todd Hougaard, Product Manager
Todd Hougaard is Product Manager at Mortgage Cadence after formerly being the President and Founder of BeesPath Inc., whose ClosingBridge technology was acquired by Mortgage Cadence in 2017. Prior to BeesPath, he was the founder of Ingeo Systems, which was an early pioneer in in the field of SMART Docs, e-mortgages, eSignatures, eNotarization and eRecording. He was also a principal at GreenFolders, a paperless office solution for title and settlement agents, which was purchased by First American in 2011. At First American, he managed the sales operations of the SMS division and went on to launch the Rizolv consumer complaint management business. He is an active member of the American Land Title Association and serves on the Technology Committee. Todd holds a B.S. in Geography from Utah State University.
LinkedIn


Marc White, Sales Engineering Lead
White leads the national technology evaluation team for Mortgage Cadence. With 6+ years of industry experience, his passion for technology-empowered change inspires his work.
LinkedIn

 

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: FI.SPAN

FinovateFall Sneak Peek: FI.SPAN
By Tyler Ferst Posted on
Categories: FI.SPAN, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

FI.SPAN is an API management platform that allows banks to deploy new business banking products rapidly within their customers’ ERPs/Accounting Systems.

Features

  • Creates a new banking channel via ERPs/Accounting Systems.
  • Integrates 3rd party FinTechs with one click.
  • Deploys customized APIs for your legacy systems and services.

Why it’s a must-see
Properly leveraging APIs and third-party service capabilities provide the single greatest opportunity for smart commercial banks to grow their business.


Presenter

Lisa Shields, CEO
CEO of FI.SPAN and an experienced fintech executive, Shields previously founded the B2C Disbursements platform Hyperwallet, guiding it from inception to over 300 employees.
LinkedIn

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: SaleMove

FinovateFall Sneak Peek: SaleMove
By Tyler Ferst Posted on
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, SaleMove

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

SaleMove enables companies to provide an “in-person” customer experience online – leading to increased online conversion, improved customer support, and a better customer experience.

Features

  • Steers agents through more intelligent chat conversations with AI
  • Provides real-time visual context for more relevant support
  • Delivers best-in-class customer experience

Why it’s a must-see
SaleMove’s AI-assisted communication and CoBrowsing solutions provide the relevancy and context needed to exceed customer expectations.


Presenter

Dan Michaeli, CEO
Michaeli is co-founder and CEO of SaleMove, a business that is dedicated to meeting or exceeding the in-person customer experience online.
LinkedIn

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: United Income

FinovateFall Sneak Peek: United Income
By Tyler Ferst Posted on
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, United Income

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

United Income’s goal is to bring their members’ retirement dreams to life. They invented a money management solution that extends the life of money to complement the innovations that have extended human life.

Features

  • Financial plans that simulate life events, not just market outcomes
  • Goal-based investment strategies and asset management
  • Personalized drawdown strategies and a retirement paycheck

Why it’s a must-see
United Income’s product reflects a deeply-held belief that financial decisions are interconnected. They translate their unique understanding into a powerful and personalized money management solution for their members.


Presenters

Matt Fellowes, Founder & CEO
Fellowes has been a leader in the consumer finance market for over 20 years. He previously served as Morningstar’s Chief Innovation Officer and as founder and CEO of HelloWallet.
LinkedIn


Andrew Vincent, VP of Product
Vincent has managed software products at Morningstar, HelloWallet, and BlackBoard. His products have won Best in Show at Finovate 2015 and have forged partnerships with large financial institutions.
LinkedIn

 

Meggie Ladlow, Senior Software Engineer
Before joining United Income, Ladlow worked as an engineer at Peter Thiel’s Palantir Technologies.
LinkedIn

 

 

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: Voleo

FinovateFall Sneak Peek: Voleo
By Tyler Ferst Posted on
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Voleo

 

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

The Voleo social trading app enables people to invest together to save money and time while leveraging their collective knowledge to chase higher returns.

Features

  • Smashes the barriers to entry for novice investors: money, knowledge, time and fear.
  • Enables investors to learn from their decisions and gather insights from top performers in real time.

Why it’s a must-see

Leveraging the wisdom of crowds will lead to a better investment experience. Financial institutions can white-label the platform to engage and acquire customers, leveraging the inherent virality.

Presenters

Thomas Beattie, CEO
Thomas is a CFA Charterholder and champion for financial literacy who believes that everyone is capable of investing to create a better financial future.
LinkedIn

 

 

Mark Morabito, Executive Chairman
Mark has over 15 years’ experience in public markets and is also the founder of King & Bay West, a merchant bank.
LinkedIn

 

 

 


Gordon Jones, VP Product
Gordon has over 15 years’ experience in creating new user experiences and software products.
LinkedIn

 

 

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: Sensory

FinovateFall Sneak Peek: Sensory
By Tyler Ferst Posted on
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Sensory


A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Sensory makes banking apps safer and easier to use with AI technologies, including biometrics and natural language chatbots.

Features

  • Natural language voice user interface for convenience
  • Voice and face biometrics to enable secure transactions
  • Talking avatar for a bank teller in your pocket

Why it’s a must-see

The AI technologies reside on device for convenience, safety/security, and speed. Personal biometric info and data is not sent to the cloud where it might be compromised.

Presenters

Todd Mozer, Founder & CEO
Silicon Valley CEO, serial entrepreneur, and investor. Stanford MBA with successful IPO and M&A exits.
LinkedIn

 

Jeff Rogers, VP Sales

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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FinovateFall Sneak Peek: Mitek

FinovateFall Sneak Peek: Mitek
By Tyler Ferst Posted on
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Mitek

 

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Mitek’s Mobile Verify verifies that the applicant’s ID document is authentic, then the applicant’s bank account is checked and insights are derived to provide valuable lending risk factors.

Features

  • Provides a fully verified profile of applicant
  • Offers a quick and simple applicant experience
  • Enables lenders to verify applicants in real time

Why it’s a must-see

Mobile Verify’s multiple factors of identity verification and risk profiling transforms digital lending into a real-time experience for customer and institution.

Presenters

Steven Craig, Director, Products & Experience – Identity
Steven directs products & user experience strategy for Mitek’s global identity business. He has over a decade of experience in FinTech and and holds an MBA from the Rady School of Management at UCSD.
LinkedIn

 

Sarah Clark, VP, Product & Customer Success 
Sarah combines a proven track record in driving highly complex products to market success with a passion for business growth and product strategy. She holds a BS in Mathematics from Duke University.

LinkedIn

 

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

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