SaleMove Introduces OmniCall to Help Businesses Boost Online Customer Engagement

SaleMove Introduces OmniCall to Help Businesses Boost Online Customer Engagement

SaleMoveThis post is part of our live coverage of FinovateFall 2015.

Our second company of the morning is SaleMove.

The SaleMove Engagement Platform is comprised of a Visitor and Operator interface. The Visitor interface is the consumer-facing part of the platform that allows for website visitors to seamlessly engage with financial institutions. The Operator interface is the business-facing part of the platform that provides FIs with complete visibility and live engagement of visitors browsing the website.

OmniCall is SaleMove’s newest feature that is coming out of beta at FinovateFall 2015! It allows for an instant online engagement experience triggered by simply dialing a phone number.

Presenter: SaleMove CEO Daniel Michaeli, founder

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Product launch: SaleMove OmniCall is launching September 2015 at FinovateFall

Metrics: ~$7M raised; +100 customers
Product distribution strategy: Direct to business (B2B)

HQ: New York City, New York
Founded: May 2012
Website: salemove.com
Twitter: @SaleMove

Bizfi Debuts Aggregation Silo for Business Financing

Bizfi Debuts Aggregation Silo for Business Financing

This post is part of our live coverage of FinovateFall 2015.

BizfiLogoOur first presenter of day two at Finovate is Bizfi, demonstrating how it helps with lead monetization in business financing:

At FinovateFall, Bizfi will be highlighting its aggregation silo, which the company is now making available to partners as a white-label or co-branded solution. Bizfi’s aggregation platform enables sales offices and/or partners to maximize lead monetization, while taking advantage of economies of scale and scope, powered by data science and technology. The proprietary technology behind the aggregation silo is further supported by strategic relationships with more than 35 funding partners. For potential customers, the presence of the aggregation silo translates into greater choice, efficiency, and convenience.

Presenters: Stephen Sheinbaum, founder, and Walt Levengood, chief strategy officer

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Product launch: April 2015
Metrics: $15 million raised in equity in 2006 from a handful of angels; currently raising its first round of institutional equity; ~$100 million of debt (senior, mezzanine, and subordinated); LTM revenues $69.2 million; LTM EBITDA $15.3 million; YTD production ~$257 million; $1.3 billion+ provided to ~26,000 customers; 175 employees.
Product distribution strategy:
Direct to business (B2B), through financial institutions, through other fintech companies and platforms

HQ: New York City, New York
Founded: May 2005
Website: bizfi.com
Twitter: @bizfinyc

Trulioo Presents Global Gateway, its Bank-grade ID-verification Solution

Trulioo Presents Global Gateway, its Bank-grade ID-verification Solution

TruliooThis post is part of our live coverage of FinovateFall 2015.

Our last live demonstration of the day is about Global Gateway from Trulioo.

Trulioo’s bank-grade identity-verification product, GlobalGateway, enables busineses to perform frictionless identity verification for more than 3 billion people in more than 40 countries via 145 data sources—the widest coverage in the market. GlobalGateway helps businesses comply with anti-money laundering (AML) and know your customer (KYC) identity-verification needs, and provides a reliable and trustworthy way for businesses to evaluate new and existing users through a single portal or normalized API.

Presenter: Anatoly Kvitnitsky, director, corporate development at Trulioo

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Product Launch: August 2014

Metrics: 27 employees; $10M raised; three-plus billion profiles in more than 40 countries via 145 data sources; more than 100 million cyber identities scored
Product distribution strategy: Direct to business (B2B), through financial institutions

HQ: Vancouver, British Columbia, Canada
Founded: August 2011
Website: trulioo.com
Twitter: @Trulioo

Avoka Transact Bundles Offer a Code-free Onboarding Solution

Avoka Transact Bundles Offer a Code-free Onboarding Solution

This post is part of our live coverage of FinovateFall 2015.

AvokaLogoNext, Avoka showed off its code-free onboarding solution, Avoka Transact Bundles:

For banks, credit unions, and wealth managers, Avoka’s digital commerce platform improves customer acquisition and reduces abandonment. Avoka Transact Bundles being demonstrated at FinovateFall is a code-free way of delivering an experience that allows a customer to apply for one product and seamlessly onboard into additional products such as deposit, loan, or card offerings. With Avoka Transact Bundles, you can design the experience your customer wants, independent of the limitations of your core systems and rapidly increase cross-sell rates.

Presenters: Derek Corcoran, chief experience officer; Jeff Kalicki, senior account executive

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Product Launch: July 2015
Metrics: 90 employees; 100+ customers; 100 million+ transactions completed in past year
Product distribution strategy: Direct to business (B2B)

HQ: Broomfield, Colorado
Founded: January 2002
Website: avoka.com
Twitter: @avokatech

From Bay Street Labs, Auvenir Transforms the Way Financial Audits Are Performed

From Bay Street Labs, Auvenir Transforms the Way Financial Audits Are Performed

AuvenirThis post is part of our live coverage of FinovateFall 2015.

The team from Auvenir makes its way to the stage.

Auvenir transforms and democratizes financial audits, enabling every auditing firm of every size to perform audits with the highest quality and efficiency. The intuitive web-based platform provides machine assistance to both client and auditor to accelerate the audit process and deepen intelligence for higher quality.

From staffing, to workflow, to automation and advanced analytics, Auvenir is the world’s most advanced and complete auditing platform.

Presenters: Peter Myers, CEO and co-founder; John Felske, CTO and co-founder; and Eziah Syed, co-founder

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Dealflow Launches a More Efficient Way to Raise Capital

Dealflow Launches a More Efficient Way to Raise Capital

This post is part of our live coverage of FinovateFall 2015.

DealflowLogoDealflow showed a new way to raise capital:

We’re solving the largest problem in the business of raising capital with software that creates targeted outreach to investors based on preferences-data that we use to match investors with opportunities. Companies are increasingly reaching beyond their personal networks to raise capital. They’re using deal portals, social media networks, and a variety of investment databases to find investors. We make the process easier by putting everything in one place and by offering tools that make raising capital efficient.

Presenter: Dealflow CEO and founder, Steven Dresner (standing)

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Product Launch: September 2015
Metrics: Raised $2 million; 8 employees; 9,000 registered users
Product distribution strategy: Direct to consumer (B2C); direct to business (B2B); licensed

HQ: New York City, New York
Founded: April 2013
Website: dealflow.com
Twitter: @dealflow

Fern Software Presents its API Banking CRM Software Service, BayTree

Fern Software Presents its API Banking CRM Software Service, BayTree

Fern_SoftwareThis post is part of our live coverage of FinovateFall 2015.

Midway through our final session of the day, here is the team from Fern Software.

BayTree is a developer-friendly, plug-and-play banking/CRM system for existing software to consume and work with the Fern data. With BayTree, Fern is introducing a new web application that offers limitless flexibility and customization options. The platform has a low barrier of entry for pricing while allowing for scaling up through the integration first and third-party modules to add functionality.

Presenters: Eamon Scullin, Fern’s CEO and founder; Adam Stirtan, software architect

 

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Product Launch: August 2015

Metrics: Privately held company with 60+ employees globally
Product distribution strategy: Direct to business (B2B); certified partners

HQ: Australia, Canada, India, Ireland, Singapore, United Kingdom
Founded: December 1979
Website: fernsoftware.com
Twitter: @fernsoftware

HelloWallet Launches Retirement Explorer

HelloWallet Launches Retirement Explorer

This post is part of our live coverage of FinovateFall 2015.

HelloWalletLogoHelloWallet launched its Retirement Explorer:

Retirement Explorer is an approachable and actionable online retirement planning tool that helps employees model and work toward specific retirement outcomes. This innovation simplifies the retirement planning process with a user-friendly interface and guidance that is both clear and realistic. Retirement Explorer offers helpful insights with very few inputs and can also scale to accommodate sophisticated employee needs. Employees are able to both model and save retirement scenarios and then make them a reality with a single click due to partner integrations.”

Presenters: Matt Fellowes, chief innovation officer, Morningstar, and founder of HelloWallet; Andrew Vincent, senior product manager; Gabe Gorelick-Feldman, software engineer

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Product Launch: September 2015
Product distribution strategy: Direct to Business (B2B)

HQ: Washington, DC
Founded: 2009
Website: hellowallet.com
Twitter: @hellowallet

Euronovate Launches Biometric Fusion Technologies

Euronovate Launches Biometric Fusion Technologies

This post is part of our live coverage of FinovateFall 2015.

EuronovateLogoNext, Euronovate launched its Biometric Fusion Technologies:

“Our customers can rely on digital services that significantly provide increasing value by progressively enhancing the quality of identities throughout the customer relationship. Euronovate helps develop online and in branch services by providing state-of-the-art identification through brand new proprietary Biometric Fusion Technologies that combine more biometric data in order to establish remote 100% identification.

You can apply BFT on the entire digital chain: new customer onboarding for online and unattended areas, contract signature with strong authentication, secure transactions, proof management that relys on digital signatures to a digital vault that guarantees the long-term integrity, confidentiality, and legal value of contracts.”

Presenting Alberto Guidotti (CEO), Ervin Ukaj (R&D Director), and Pietro Lanza (Marketing & Sales)

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Metrics: Raised ~$1M USD from start up in February 2012, revenues from 0 to 6.2M CHF in less than 3 years with over 20% net profit, estimated revenue 12M CHF in 2015 and exponential growth world wide, over 65 employees with 20 in Lugano (headquarters, R&D, design e hardware and software, production software) and 45 in the Far East (Shenzhen and Taipei, locations of factories manufacturing), 4 commercial branches in Italy, Bucharest for Balkans, Madrid for Iberia, and Mexico City for Central America, more than 45,000 active installations in Italy, Switzerland, Spain, China, and Middle East, more than 1.5M people sign with Euronovate solutions in 3 different continents every day.
Product distribution strategy: Direct to Business (B2B)

HQ: Lugano, Switzerland
Product Launch: October 2015
Website: euronovate.com

AcceptEmail Removes the Hassle from Paying Bills

AcceptEmail Removes the Hassle from Paying Bills

This post is part of our live coverage of FinovateFall 2015.

AcceptEmailLogoAcceptEmail demonstrated how it’s making it easier for customers to pay bills:

AcceptEmail delivers payment requests directly to the customer’s mobile device or desktop via various messaging solutions including email, IM, QR code, and social media. The customer may make a payment any time and from anywhere, directly from the inbox, with just a few clicks. There are no apps to download, no registering, no logging in.

Payment may come from the customer’s bank account via Verified ACH, by credit or debit card, or via a third-party method. Once the payment goes through, the status bar changes from blue (due) to green (paid) in real time. Customers love AcceptEmail’s simplicity and convenience.

AcceptEmail presenters: CTO Geerten Oelering and CEO Peter Kwakernaak

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Product Launch: April 2014
Metrics: 20 employees; offices in Amsterdam, Brussels, London, and New York
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Amsterdam, The Netherlands
Founded: September 2006
Website: acceptemail.com
Twitter: @AcceptEmail

DAVO Technologies Collects, Files, and Pays Sales Tax on Merchants’ Behalf

DAVO Technologies Collects, Files, and Pays Sales Tax on Merchants’ Behalf

This post is part of our live coverage of FinovateFall 2015.

DAVOTechnologies2Next, DAVO Technologies showed how its solution automatically collects, files, and pays sales tax on merchants’ behalf:

DAVO Sales Tax is the automated sales tax solution for small to mid-sized merchants. DAVO’s patented process automatically and passively collects, files, and pays sales tax for a merchant utilizing the ACH and card payments networks. This unique process integrates with a merchant’s POS and back-end accounting packages, setting aside the total sales tax collected daily, holding it safe and secure. DAVO’s goal is to do for sales tax what ADP and Paychex did for payroll.

Presenter, center: CEO of Davo, Owen Brown

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Product Launch: February 2015
Metrics: $2.2 million; 6 team members; 142 acquired customers
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Portland, Maine
Founded: September 2011
Website: davotechnologies.com

Alfa-Bank Debuts Sense, a New Way of Mobile Banking

Alfa-Bank Debuts Sense, a New Way of Mobile Banking

This post is part of our live coverage of FinovateFall 2015.

AlfaBankLogoAlfa-Bank debuted its mobile banking communication feature, Sense:

Sense is a new way of mobile banking for universal banks. Sense works like Google Now for customers, predicting the next thing they might need. It’s more gentle and personal than the ordinary bank app and communicates like Facebook Messenger.

Presenters: Vladimir Urbanksky, CEO, Alfa-Bank; Nikita Filippov, CEO, Octoberry; and Artem Molchanov, project manager, Alfa-Lab

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Product distribution strategy: Direct to Consumer (B2C), through other fintech companies and platforms

Website: alfabank.com