FinovateFall 2014 Sneak Peek: Part 7

FinovateFallWithDateLogo

In the final FinovateFall Sneak Peek of our series, we’re showcasing nine companies: eMoney Advisor, Finovera, Luxoft, Minetta Brook, P2Binvestor, SAS Games, SelfScore, Sender, and Top Image Systems

These companies are coming to the Finovate stage in New York from all over the globe to showcase their newest fintech on September 23 and 24. Tickets are going fast; get yours here to be a part of it.
Want to see more of what to expect at FinovateFall? Here are some companies you may have missed:

eMoneyLogo

With eMoney Advisor, if you’re a salesman with a practice selling products, it’s not for you. eMoney is built for advisors running a business based on relationships.

Features:
    • With EMX, you’ll work smarter, not harder
    • Integrations and ease of use are the future
    • eMoney’s latest technology will define advisor success
Why it’s great:
With so many enhancements, it’s easy to focus on eMoney’s features–but it’s more important to remember the benefits: eMoney solidifies the advisor/client relationship.
ChadeMoney

Presenters:

1) Chad Porche, Senior User Interface Designer  
Kyleemoney

2) Kyle Wharton, Director of Business Development  


FinoveraLogo

Finovera is transforming Online Bill Pay into holistic personal financial management with eBills and payments at its core designed for banks and credit unions.

Features:
    • Receive, view and pay all bills – on bank site
    • Enables bill pay with credit cards – Banks get paid for offering Bill Pay
    • Great user experience – simple, convenient, attractive and mobile
Why it’s great
Transform your bill pay from cost center into revenue center

PurnaFinovera

Presenters:

1) Purna Pareek, Founder and CEO
Pareek is a serial entrepreneur and CEO of the company. He founded Finovera to bring simplicity, efficiency and convenience to household bill and information management.
2) Amanda Zepeda, Marketing Manager  


LuxoftLogo

Luxoft’s Horizon is a cutting-edge data visualization framework for financial institutions. It enables executives to quickly identify and resolve problems in multiple domains such as risk and regulation.

Features:
    • A fast and intuitive access to data
    • Ability to collaborate across roles and teams
    • Radically shortens the decision-making time
Why it’s great:
Horizon – executive dashboards that give you back control. There is no need to hide.
pberendtLuxoft

Presenters:

1) Przemek Berendt, Global Marketing Vice President
Global Marketing Vice President at Luxoft (NYSE: LXFT) responsible for its B2B, B2E, and CSR strategies. Berendt led Luxoft’s winning presentation at Finovate London 2014.
aresufabriceimg

2) Fabrice Aresu, Head of Business Support Group

Aresu is Luxoft’s Horizon Product Manager, focusing on Advanced Data Visualization; he worked 15 years in Finance & Risk software, at Thomson Reuters and Oracle.





MinettaBrooklogo

Minetta Brook’s KNEWSAPP allows trading and investment professionals to take advantage of news related market inefficiencies by surfacing tickers, topics, and stories that are currently developing in the news.

Features:
    • Track news, blog & tweet VELOCITY around your portfolio tickers, in real-time
    • Use its linguistics based STORY SCORES to prioritize what you read
    • Get to key active topics quickly, with STORY DNA
Why it’s great:

Track news, blog and twitter stories as they develop, well before they become headlines.
MinettaBrook1

Presenters:

1) DB (Deepak) Bharadwaj, Founder & CEO
Technology pioneer at Microsoft & Sun. Built and ran multiple multi-hundred million dollar businesses. Over 20 years of technology expertise with specialty in operations & turnarounds.
MinettaBrook2

2) Viplav Nigam, Head of Engineering

Built & ran NASDAQ’s trading system. Developed ultra low latency news feeds for trading at RTT News. Over 20 years of financial technology experience.





P2BinvestorLogo

P2Binvestor (P2Bi) is a crowdlending platform for receivables-backed working capital that is supported by a crowd of accredited investors.

Features:
    • Integrates with QuickBooks Online (API sync)
    • Streamlines the online application and lending process
    • Facilitates better account management and underwriting
Why it’s great:
P2Binvestor makes it really easy for borrowers to apply, get funded, and grow their credit line as their business evolves. Up to $5MM available.
kristaMorganp2bi

Pressenters:

1) G. Krista Morgan, President and Cofounder
Morgan has an extensive background in digital marketing and account leadership for blue-chip brands at some of London’s top interactive agencies. COO for P2Binvestor since 2012.
claymcilrathp2bi

2) Clay McIlrath, CTO

McIlrath is a seasoned technologist with more than a decade of experience developing software applications and working with start-up companies. 



SASGamesLogo

SAS Games’ TiViTz College $avings Game-a-thon is a fully automated, easy-to-use, market-disrupting, patent-pending, activity-based fundraising tool for children’s college savings.

Features:
    • Complements existing financial savings vehicles
    • Creates new college savings accounts and relationships
    • Enhances CRA outreach and provides a marketing tool for consumer and business banking 
Why it’s great:
The Game-a-thon provides families a solution to afford higher education by significantly increasing children’s savings, while improving their math skills and financial literacy.
SASiobhanmullen

Presenting:

1) Siobhan Mullen, CEO
Former aerospace executive and Special Adviser to the NASA Administrator, experienced high-tech entrepreneur in launch services, satellite communicatio
ns and data distribution.
SASstevescully

2) Steve Scully, President

Serial entrepreneur and investor with a focus on children’s education through games, inventor of the TiViTz educational games and tournaments.

SelfScorelogo

SelfScore is a disruptive consumer analytics solution that supplements FICO scores and informs a wide array of data-driven decisions.

Features:
    • SelfScore measures consumers in better ways using more information
    • Online profiles, phone data, and questions inform the score
    • Providing insights to users and contextual information to businesses
Why it’s great:

SelfScore uses a proprietary algorithm to attain a more timely and accurate picture of consumer behaviors that benefit both consumers and businesses.
KalpeshScore

Presenters:

1) Kalpesh Kapadia, Co-Founder and Chief Executive Officer
Kapadia’s professional career in finance and technology spans 20 years. Before co-founding SelfScore, managed Equanum Capital, a technology fund, from 2007 to 2012 and was the WSJ #1 Analyst in 2005.
MichaelSelfScore

2) Michael Hallinan, Co-Founder and Chief Product Officer

Hallinan’s professional career spans more than 12 years of strategic innovation. Before co-founding SelfScore, he worked at U.S. CyberCommand and consulted Wall St. firms while at Booz Allen Hamilton.

SenderLogoNew

Sender is the first messenger for businesses, enabling direct chat communication with customers. Sender – like Google’s Search Bar with endless possibilities. Sender – the last and only app.

Features:
  • Creates 2-way communication of business with customers like in usual chat
  • Provides possibility for businesses to create business processes without developers and endless softwareApps updates
Why it’s great
People communicate with each other via chats with similar interfaces. Businesses communicate with people via apps with various unique interfaces and user experiences. 
SenderK



Presenters:

1) Kristina Chaiykovskaya, Department Head of E-business in PrivatBank
Sender2

2) Maria Gurina, Liqpay Business Development Manager at PrivatBank 

Sender3

3) Egor Avetisov, Creative director at Sender 


TopImageSystemsLogo

Top Image Systems’ next-generation mobile image capture and processing solutions, like GlassCapture, are designed to make account opening, bill payment and other mobile-initiated process simple and fun!

Features:
    • Optimal user experience leads to customer loyalty
    • Upfront validation ensures the image is correct 
    • Perfect image capture enables straight-through processing in the backend
Why it’s great:
FIs that establish a reputation for mobile innovation are likely to benefit in the future from greater market share and more loyal customers.

FinovateFall 2014 Sneak Peek: Part 6

FinovateFallWithDateLogo

You know you’re looking at the biggest FinovateFall ever when you’re six posts deep into our Sneak Peek series and we’re still not done.

Before we introduce you to the next batch demoing in New York later this month, here’s a quick guide to those we’ve already covered. Remember, there’s still plenty of time to get your ticket to FinovateFall 2014 and see all this fintech talent yourself.

This week, our six innovators are MasterCard, Matchi, Misys, Silanis, Sr. Pago, and WingCash. Enjoy!

MasterCardLogo

MasterCard’s Pay with Rewards gives MasterCard cardholders the ability to redeem their rewards for purchases at millions of eligible MasterCard locations worldwide.

Features:
    • Differentiate rewards programs at the Point of Interaction
    • Accepted at millions of locations with no changes to the POS
    • Provides cardholder flexibility and choice
Why it’s great:

MasterCard connects consumers, FIs, merchants, governments, and businesses worldwide, enabling them to use electronic forms of payment, and now … rewards points.
Presenters:

KyleClarkMasterCard

Kyle Clark, VP Product Development, MasterCard Loyalty

Clark focuses on simplifying and enhancing the consumer rewards experience. He is currently the Pay with Rewards product owner.
ChrisGuineyMasterCard

Chris Guiney, VP Product Development, MasterCard Loyalty

Guiney leads a team of professionals dedicated to bringing the power of targeted loyalty services to clients and consumers worldwide. He is the platform owner of the MasterCard Rewards System.

MatchiLogo

Matchi is a global innovation matchmaking platform that enables innovators to showcase market-ready solutions, and for banks to source these innovations from anywhere in the world.

Features:
    • All logged innovations are market-ready at least at prototype phase
    • Offers banks a curated shortlist of solutions aligned to their strategies
    • Sponsor Banks can connect & collaborate
Why it’s great:
It brings innovators and banks together to drive banking forward and increase ROI for both parties.
Presenters:

WarrenBondMatchi

Warren Bond, Co-founder

Bond is Co-founder of Luminous and has – as its CEO – steered this firebrand to deliver a number of innovations that contributed to FNB winning the title of most innovative bank in the world in 2012.
DavidMilliganMatchi

David Milligan, CEO

Milligan has an extensive background in innovation management within banking, as well as strategy consulting. He is passionate about “bringing new ideas to the discipline of the market.”

MisysLogo

Misys brings disruptive digital innovation to 2,000 financial services customers worldwide – making banking “frustration-free” for consumers.

Features:

    • Ultra-target sales campaigns
    • Slick user experience
    • Generate new revenues through digital channels
Why it’s great:

Turbo-charge your new sales by turning digital channels into your most successful sales channel. Be more relevant to your customers.
Presenters:

JozsefNyiriMisys

József Nyiri, Director of Innovation, Digital Channels LABS

My goal is to make us, everyday people less frustrated when we manage money, use financial services, and plan our future.
TamasGrunzweigMisys

Tamás Grünzweig, VP Head of Innovation, Digital Channels LABS

Work hard. Have fun. Make history.

20131206-e-SignLive-logo-screen
Businesses choose eSignLive by Silanis when e-signatures matter. With e-SignLive’s Use Your Own Device capability, banks can now use the customer’s smartphone/tablet to capture hand-scripted e-signature.
Features:

    • Individual and joint remote account opening
    • No need to visit the branch just to sign – eliminates costly in-branch hardware
    • Make e-transactions more secure and personal
Why it’s great:

No app, no special hardware. Make on boarding convenient and secure with any smartphone. A remote, personalized digital experience makes your bank easier to work with.
Presenters:

TommyPetrogiannisSilanis

Tommy Petrogiannis, CEO and Co-founder

Petrogiannis co-founded Silanis in 1992. As CEO, he is responsible for strategy, vision, and keeping the company focused on delivering the best possible customer experience.
TJWitteSilanis

TJ Witte, Senior Technical Consultant

Witte has been implementing enterprise software for 10+ years. As Senior Technical Consultant, he is involved in many banking deployments, and focused on mobile signing.

SrPagoLogo

Sr. Pago is a payment system providing a debit card, card reader and app, and is revolutionizing the cash-based financial ecosystem upon which 70% of Mexicans rely.

Features:

    • First time a MasterCard can be replenished with a card reader
    • Enables payments and spending without a bank account
    • Processes magnetic strip and chip-based cards
Why it’s great:

Sr. Pago is revolutionizing the informal cash-based financial ecosystem in Mexico.
Presenter:

PabloVargasSrPago

Pablo Gonzalez Vargas, Co-founder and CEO

Prior to Sr. Pago, Vargas founded a successful marketing agency, IF Marketing Atelier. He also founded EXA Radio and TV, one of the most important media chains for youth in Latin America.

WingCashLogo

WingCash says Cash is not weight, it’s wings. Cash securely delivered by WingCash to your wallet in the cloud for your convenience anytime, anywhere.

Features:

    • Safely and securely stored in the cloud
    • Conveniently accessible by you anytime, anywhere
    • Cash you hold, you control, and only you spend
Why it’s great:

Because life is better with cash, WingCash securely delivers cash to your cloud-based wallet anytime, anywhere. Hold on to cash, it is our future.
Presenter:

BradleyWilkesWingCash

Bradley Wilkes, Founder & President/CEO

Wilkes is the Founder of WingCash, He also founded ProPay, a subsidiary of Total Systems Services (NYSE: TSS). He’s been awarded
6 payment-related patents. He received both an MBA/TM and BS degrees.
SteveCurtisWingCash

Steve Curtis, VP Director of Sales/Marketing

Curtis is an accomplished leader in the mobile payment industry. He is a solutions-driven sales professional with 14+ years of experience successfully delivered a wide array of financial solutions.

Be sure to check out our next Sneak Peek preview on Tuesday for more from the innovators of FinovateFall 2014

FinovateFall 2014 Sneak Peek: Part 5

FinovateFallWithDateLogo

After resting up over the weekend, we hope you’re ready to take a look at six more companies that will demo their newest fintech creation in New York City at FinovateFall this September 23 and 24.

Over the course of the past few weeks, we’ve seen:

Don’t miss out; get your ticket here to be a part of the action.



BCSGLogo2.jpg

Business Centric Services Group (BCSG) is a cloud- services brokerage offering business apps for small businesses via FIs with a platform reaching over 4 million SMBs worldwide.
Features:
    • Modularized platform that allows FIs to tailor their offering
    • 24×7 support for SMBs on all apps
    • Client support: from proposition design, to go-to-market strategy, to ongoing delivery
Why it’s great:
Its platform will continue to evolve with the market. Whatever it does, it will always start with the small business need.
JohnDavisBCSG

Presenters:

1) John Davis, Managing Director
Prior to BCSG Davis spent 10 years at Barclays where he was Marketing and Product Director for Barclays Business, and also Managing Director of Clearlybusiness.
AndrewBCSG

2) Andrew Garney, Commercial Manager

Before joining BCSG Garney held various technical and project delivery roles at Hewlett Packard Enterprise Services and De La Rue.

DieboldZenmonics
Diebold’s evolution of Relationship Banking lowers the costs of self-service channels in the branch, combined with a seamless extension of tablet-based Sales, Servicing and Account Opening
Features:
    • Advanced teller transactions moved to self-service terminals
    • Personalized Account Opening, Sales & Service via Tablet
    • Shared customer history and product promotion across channels
Why it’s great:

Diebold furnishes the ability to effectively identify, engage, service and anticipate the needs of customers across your self-service and assisted channels will differentiate your brand.
Presenters:
1) Shelly Ewing, New Business and Solution Incubation for Diebold  
2) Chris Siemasko, SVP Product Solutions for Zenmonics  

LarkyLogonew

Larky delivers engagement and loyalty through a unique platform that provides point-of-sale discounts at local and national merchants and magically reminds users of offers at the right time and place.

Features:

  • Location-triggered alerts when a discount is near
  • Tracks 2,000+ memberships. Users never miss an offer they deserve (including yours!)
  • White-labeled platform seamlessly ties in with your brand
AndrewBankLarky

Presenter:

Andrew Bank, Co-Founder
Successful start-up entrepreneur with substantial experience identifying and developing products, services, and business relationships with high ROI. Passion for creating compelling new solutions.

MaxMyInterestLogo

MaxMyInterest by Six Trees Capital LLC is an intelligent cash-management solution that helps investors earn up to 0.80% more on FDIC-insured bank deposits, rebalancing funds automatically as rates change.

Features:

    • Earn up to 0.80% more on cash without changing your checking account
    • Get the best interest rates, automatically, even as rates change
    • Fund
      s move to and from checking as needed
Why it’s great: 
Max brings efficiency and transparency to the $12 trillion market for cash, making it easy for investors to securely and effortlessly increase the yield on the cash portion of their portfolios.
MaxInterestGary

Presenters:

1) Gary Zimmerman, Founder and Chief Executive Officer
Zimmerman is an investor and entrepreneur, focused on financial technology. Prior to founding MaxMyInterest, he was an investment banker at Citigroup. He graduated from Harvard University with a degree in economics.
MaxInterestRichard

2) Richard Wu, Director of Engineering

Wu leads the technology development team and is an expert in interface design. He graduated from the University of Illinois at Chicago with a degree in Computer Engineering.  

SonavationLogo

Sonavation empowers trust through ultrasound technology by creating more secure environments in which to access sensitive financial data, conduct non-cash transactions and offer peace of mind.

Features:
    • Impenetrable security using ultrasound technology and cloud-based Identity-as-a-service infrastructure
    • Protection of sensitive banking information
    • ATM, credit and debit card protection
Why it’s great:
Sonavation is on a mission to replace passwords and PINs with highly secure biometric solutions, leveraging the power of ultrasound to deliver piece of mind.
BobStewart

Presenter:

Bob Stewart, Chief Operating Officer
Stewart is the Chief Operating Officer at Sonavation, currently focused on delivering the convergence of physical and cyber security.

TickSmithlogo

TickSmith has built the first commercial Big Data platform for financial data.

Features:
    • Powerful and scalable Big Data technology and analytics
    • Management of all types of financial data
    • Solve compliance, reporting, analytics and distribution problems on huge data sets
Why it’s great:
TickSmith provides out-of-the-box, previously unavailable possibilities to exploit financial big data.
FrancisWenzel

Presenters:

1) Francis Wenzel, CEO
Seasoned financial data and technology executive and entrepreneur with 28 years of experience.
LinkedIn
DavidCote

2) David David Côté, CIO

Entrepreneur, consultant and IT Architect with 17 years of experience developing, architecting, deploying and running technology solutions and infrastructure for banks, travel and IT companies.
LinkedIn

Check back this Thursday to see another six companies that will demo at FinovateFall 2014.

FinovateFall 2014 Sneak Peek: Part 4

FinovateFallWithDateLogo

Three installments of our FinovateFall 2014 Sneak Peek series are already in the books. But we’ve still got plenty of companies to introduce you to in the weeks leading up to what promises to be our largest FinovateFall event to date. If you haven’t gotten your tickets yet, click here to save your spot today.

Before we get started, here are some links to our previous Sneak Peeks to help get you up-to-date.

And now, meet FamDoo, iQuantifi, mCASH, PayItSimple, Toopher, and WorkFusion.


FamDoo_logoff2014

FamDoo develops life-ready kids one task at a time. The Modern Allowance is a proven loyalty-based system armed with current technology and strategic partnerships.

Features:
  • The Modern Allowance is an applied learning approach to financial literacy
  • New technology brings families together
  • Family currency rewards kids for a job well done
Why it’s great:
FamDoo is an exciting new tool for the family, raising the next generation of fiscal consumers now. Gain access through a strategic partnership with FamDoo.
Presenters:
MarkFamDoo

1) Mark Lacek, Co-Founder and CEO

Co-developed, enhanced one of the first loyalty programs for the airline industry: Northwest Airline’s WorldPerks, frequent flyer program. Designed and managed additional global loyalty programs.
2) Mystery Guest


iQuantifi Logo DePalma d4

iQuantifi is a virtual financial advisor that provides comprehensive and personalized advice to users based on their goals and resources.

Features:
  • Helps you free up cash in your budget to fund your goals
  • Shows you multiple ways to accomplish your goals
Why it’s great: 
We provide a comprehensive financial plan with investment advice that instantly adapts to your life as it changes.
Presenters:
tomwhite_iquantififf2014

1) Tom White, Founder and CEO

Tom has been a financial planner and investment advisor for over 17 years and in that time he has built and sold two investment advisory firms.
Karenwhite_iquantififf2014

2) Karen White, Co-Founder and Chief Product Officer

Karen has been designing and building products for over 20 years with the majority of her experience spanning the financial and education fields.

Print

mCASH is a unique payment infrastructure that connects banks, merchants and consumers in a real-time payment and information sharing network.

Features:
  • Built on FSA-approved Google Cloud infrastructure
  • Reduces cost for merchants, increases revenue for financial institutions
  • Users can pay in any scenario using any electronic funding source
Why it’s great:

Pay anyone, anywhere with the funding source of your choice.
Presenters:
danieldoderlein_mcashff2014

1) Daniel R. Døderlein, Founder and CEO

Døderlein is a Norweigian serial entrepreneur with background from several IT and telecom startups. He is also a sought-after speaker in the field of payments.
Andersbakke_mcashff2014

2) Anders Nicolai Bakke, COO

Nicolai Bakke is a computer science graduate, turned management consultant before ending up in the startup world, At mCASH, he focuses on strategy, biz-dev, fundraising, people management, and structure.


PayItSimpleLogo

PayItSimple‘s patented technology enables instant consumer financing without assuming any credit risk.

Features:

  • Merchants: increased conversation rates and ticket size; simple and secure to implement and use
  • Consumers: Seamless payments, improved cash flow, no credit application, no fees, and no interest
Why it’s great:
For the first time in the Unites States, merchants can offer their customers fully secured interest-free installments in their existing credit cards.
Presenters:

AlonFeitPayItSimple

1) Alon Feit, Co-Founder 

Feit has 25 years of experience in the credit card industry, both in Israel and Brazil.
Stacyfassberg_payitsimpleff2014

2) Stacy Fassberg, Vice President, Marketing

Fassberg is a marketing professional with over 25 years of experience with global technology start-ups, specializing in marketing strategy, communications, branding and product marketing.


toopher_logoff2014

Toopher‘s multi-factor authentication platform uses the location awareness of a mobile device to automate logins/actions based on a user’s normal behaviors.

Features:

  • Highly usable: patented automation creates an invisible user experience
  • Highly secure: out-of-band auth mitigates endpoint attacks
  • Highly innovative: adds to convenience without sacrificing security
Why it’s great:

Toopher is the most usable and most secure multi-factor authentication solution available.
Presenters:

Joshdalexander_toopherFF2014

1) Josh Alexander, CEO and Co-founder

evangrim_toopherff2014

2) Evan Grim, Founder and CTO


<div

Workfusion_logoff2014

WorkFusion is a SaaS crowd computing platform that automates the sourcing, aggregation, and structuring of data by pairing machine learning with human intelligence.</div

Features:

  • Self-repairing automation pairs algorithms with human workers
  • 30 million on -demand workers for performing tasks and training algorithms
  • 50% reduction in cost
    of creating financial content
Why it’s great:
The financial industry is filled with high-volume, repetitive data work, and WorkFusion cuts the cost of it by 50% through machine learning automation.
Presenters:
Maxyankelevich_workfusionff2014

1) Max Yankelevich, CEO

Yankelevich founded WorkFusion to improve the productivity and efficiency of the data-driven enterprise by combining the power of cloud computing, crowdsourcing, and machine learning.
adamdevine_workfusionff2014

2) Adam Devine, VP of Product Marketing

Devine has spent his career connecting the dots between steep business problems and great technology. The financial sector is his favorite problem, and WorkFusion is his favorite technology.


Join us next Tuesday for another set of six fintech innovators that will be demoing their technologies at FinovateFall in September.

FinovateFall 2014 Sneak Peek: Part 3

FinovateFallWithDateLogo

Last week we took a look at 12 companies that will present at FinovateFall this September 23 and 24 in New York:

Today, we’re covering six more companies who will hint at what their 7-minute demo will reveal on stage. If you’re interested in seeing the full live demo, get your FinovateFall ticket here.


AlgomiLogo

Algomi

Features:
    • Aimed at financial markets trading
    • Finds trade opportunities on hard-to-trade items through its smart network
    • Connects the right organizations around trades 
    • Does not disclose sensitive franchise data
Why it’s great:

It’s a B2B inter-firm trading social network in high-value, professional financial markets
StuAlgomi

Presenters:

1) Stu Taylor, CEO
Named as one of the 40 most influential individuals in Fintech 2014 by the Wall Street Journal eFinancial News. Previously a managing director in trading at UBS.


UsmanAlgomi

2) Usman Khan, CTO

Before co-founding Algomi, Khan was managing director at CapXD, a company he founded that sells technology solutions to investment banks.





Flexscorelogo.jpgFlexScore is the industry’s first personal financial health score that uses a patented algorithm and gamification to analyze your entire financial life and suggests ways to improve.

Features:
    • Sets up automated financial advice beyond budgeting and investing
    • Integrates with your financial institution’s products and solutions
    • Offers a digital engagement platform for customers and advisors
Why it’s great:
FlexScore simplifies financial planning for everyone and offers institutions a digital engagement platform that drives customer loyalty and profits higher.

JasonFlexScore

Presenters:

1) Jason Gordo, CEO
Jason worked as a financial advisor for thirteen years and co-founded an advisory firm that was recognized by Forbes as a top-fifty emerging RIA.
LinkedIn
JeffFlexScore

2) Jeff Burrow, President and COO

Jeff spent fourteen years as a financial advisor, working with foundations, retirement plan participants, and high-net-worth individuals. He co-founded an advisory firm with Jason Gordo.


HedgeCoVestlogo

HedgeCo Networks’ HedgeCoVest is the first investment platform to allow investors and advisors to mirror actual hedge fund portfolios into their individual brokerage accounts in real time.

Features:

    • Real-time performance and portfolio-monitoring tools
    • Easy-to-use platform to analyze hedge fund’s portfolios
    • Allocate/liquidate intraday with the ability to lever portfolios up or down
Why it’s great:
HedgeCoVest provides an easy-to-use, secure platform for investors to mirror actual hedge fund portfolios in real-time with liquidity, transparency, and simple flat fees.
297f765Evan

Presenters:

1) Evan Rapoport, Founder & CEO
Rapoport is the CEO/Founder of HedgeCo Networks who has been featured as a hedge fund expert on CNBC, MSNBC, FOX and leading publications.
AaronWormusProfile

2) Aaron Wormus, CTO

Wormus is the CTO of HedgeCoVest. Prior to HedgeCoVest, Mr. Wormus was the director of technical operations for HedgeCo websites & chief architect of the analytics suite, Hedge Fund Calculator.
LinkedIn

LinqtoLogo

Linqto lets you talk to your neighborhood banker, anytime, anywhere. Linqto’s Personal Banker delivers video-based, face-to-face transaction processing and communication with remote customers from any device.

Features: 
    • Instant, easy video connection from any device, website, or kiosk
    • Do-it-for-me transactions add security to mobile banking
    • One-to-many video feature provides cross-sell and social opportunities
Why it’s great:

Consumer trust in banks is at record lows. Linqto’s Personal Banker delivers the essential face-to-face human connectivity and relationship-building benefits your remote customers are missing.
Dune

Presenters:

1) Dune Thomas, Vice President of Mobile Banking Solutions
The innovation leader behind Personal Banker, Dune is also currently leading automation efforts for Linqto clients Digital Insight and NCR in the financial mobile-apps sector.
Bill

2) Bill Sarris, CEO

A recognized expert in the field of streaming and collaborative technology, Bill has delivered major enterprise software applications for Microsoft, Intuit, Digital Insight, NCR, Google and Stanford.



MalauzaiLogo2

Malauzai is designed for an exceptional user experience with superior economic value. SmartwebApps deliver the next generation of mobile banking by leveraging the power of an app-like experience on any device.

Features:
    • An app-like experience on any device, even the desktop
    • Responsive design and consistency across channels
    • More efficient and faster implementation
Why it’s great:

Internet banking is dead as you know it.
1a4e986Robb

Presenters:

1) Robb Gaynor, Chief Product Officer and Founder
Gaynor heads up the product development and marketing for Malauzai, focused on ensuring the company has solutions at the cutting-edge of mobile innovation.
DannyMalauzai
2) Danny Piangerelli, Chief Technology Officer and Founder
Piangerelli leads the technology team and is responsible for all aspects of Malauzai’s technology infrastructure.
LinkedIn

MyVirtualStrongBoxLogo

Virtual StrongBox is an online safe deposit box. Customers store important information for record keeping and disaster recovery. Nothing’s more important than trust.

Features: 
    • Encryption-at-rest for stored documents
    • Easy-to-use interface
    • Enterprise file exchange
Why it’s great:
Secure storage solutions are a valuable addition to the customer experience. Help your customers protect their important personal information with My Virtual StrongBox.
RonVirtualBox

Presenter:

Ron Daly, President and CEO
Daly knows a thing or two about digital communication and bottom-line performance. He is President/CEO of Virtual StrongBox and a former CFO of a $1.5 billion financial institution.

We’ll feature 6 more companies this Thursday in Sneak Peek: Part 4 so stay tuned.

FinovateFall 2014 Sneak Peek: Part 2

FinovateFallWithDateLogo

If you missed the first installment of our FinovateFall 2014 Sneak Peek series, click here for Part 1.

A few days ago we introduced you to BizEquity, Gremln, Hoyos Labs, Knox Payments, NopSec, and Rippleshot. Today we present another six companies that will be demoing on stage in New York in September.
FinovateFall 2014 is live in New York City on September 23 and 24. And with last year’s show a sell-out, we’re expecting even bigger things in 2014. So save your spot at this year’s show; click here to register today.


Thumbnail image for BackbaseLogo.jpg

Backbase is a software company helping banks in the digital era.
Features:
    • Beautiful digital banking experience for end customers
    • Full control over the digital strategy by the bank
    • Backbase Marketplace to unite vendors and banks looking for fintech innovation
Why it’s great: 
Backbase Engage helps banks regain control over their digital strategy.
Presenters:

PeteChapman_Backbase_FF2014

Peter Chapman, Principal FinTech Strategist

Before joining Backbase, Chapman worked as VP emerging technologies at First Trade Union Bank. Frustrated by the lack of control of the banks to own their digital future, he joined Backbase to fix this.
JelmerdeJong_Backbase_FF@104

Jelmer de Jong, Global Head of Marketing

De Jong focused his career on helping companies get the most out of new technologies. He has a strong focus on startups, B2B, product management and marketing.


biocatch_logo

BioCatch provides innovative online fraud-prevention solutions that dramatically reduce friction and fraud, giving customers confidence to expand their business.

Features:

The Cognitive Biometrics technology enables BioCatch to detect intruders, bots, and fraudsters.
Why it’s great:

BioCatch: Less friction. Less fraud.
Presenters:

BioCatch_UriRivner

Uri Rivner, Co-Founder and VP Business Development & Cyber Strategy

Rivner is recognized globally as an industry expert on Cybercrime and advanced threats. He is a regular speaker in the leading Security and Cyber conferences, and writes a cyber-security blog.


blooom-low-res

blooom has developed a revolutionary way to open the eyes of 401(k) investors, by outsourcing the management of their 401(k) accounts, regardless of where custodied.

Features:

  • We don’t use complicated charts or line graphs with a gazillion indecipherable colors
  • We make it easy to operate (no Ph.D in Finance required)
  • We rebalance the account, rather than just make recommendations
Why it’s great:

Blooom allows investors to ditch their current strategy of ignoring-it, meaning-to-get-around-to-it, and hoping-for-the-best!
Presenters:

ChrisCostello_blooom_FF2014

Chris Costello, Co-Founder and Certified Financial Planner

Costello has 20 years experience and builds the model used to generate 401(k) recommendations, allowing blooom users to tap into advice traditionally only available to investors with a gazillion dollars.
RandyAufDerHeide_blooom_FF2014

Randy AufDerHeide, Co-Founder and Chief Technology Officer

AufDerHeide handles all the fancy, schmancy IT stuff. If it involves computers, code, Internet stuff, he’s the guy. He also makes everythin
g work smoothly, helping deliver a great experience to bloom users.


ibillionaire-logo-hd

iBillionaire taps into the investment strategies of Wall Street billionaires and provides unique and exclusive data on investment activity and trends.

Features:

  • Provides insights into billionaire investment portfolios and stock picks
  • Sends real-time alerts on buys, sells, and prices
  • Allows users to track their own portfolios and the iBillionaire Index
Why it’s great:

With iBillionaire, anyone can invest like a billionaire.
Presenters:

RaulMoreno_iBillionaire_FF2014

Raul Moreno, Co-Founder and CEO

Moreno is a serial entrepreneur with a background in finance and tech. His previous ventures include social app discovery platform, Kinetik, and he previously worked as an analyst at GFG Capital.


patch-of-land-new-logo

Patch of Land is a peer real estate (P2RE) lending marketplace presenting its real-time, due-diligence engine.

Features:

  • Proprietary risk and credit-modeling system increases accuracy of risk profiling
  • Full-stack integration with existing platform and processes
  • Significant scale and velocity of underwriting
Why it’s great:

We are creating an efficient, scalable system for underwriting and complex real estate lending transactions and pricing risk appropriately.
Presenters:

BrianFrittonPatchofLand_FF2014

Brian Fritton, CTO

Fritton is a seasoned eCommerce expert who oversees the development of Patch of Land’s in-house platform and leads the research and implementation of our technology initiatives.


Settlelogo

Settle is a mobile-payment platform built to create greater customer loyalty by hastening the checkout process while improving the overall customer experience.

Features:

  • Bridge mobile payments and loyalty
  • Target marketing to consumers based on their paying behavior
  • Transfer P2P cash easily
Why it’s great:

Settle brings easy mobile payments to customers and allows merchants to make the most of customer data.
Presenters:

StasMativiyenkoSettleFF2014

Stas Matviyenko, CEO

Matviyenko studied in Austria, worked for the Ukranian government (banking research). Founder at Advice Wallet (the biggest mobile loyalty program in CIS countries), believes in mobile payments, geek.
AnnaPolishchukSettleFF2014

Anna Polishchuk, COO

Polishchuk has a Masters degree in international business and is passionate about design and technology. She worked as Market Research Analyst at an international company and co-founded Advice Wallet.


Our Sneak Peek series continues on Tuesday with another six companies that will demo their fintech innovations at FinovateFall 2014 next month.

FinovateFall 2014 Sneak Peek: Part 2

FinovateFallWithDateLogo

If you missed the first installment of our FinovateFall 2014 Sneak Peek series, click here for Part 1.

A few days ago we introduced you to BizEquity, Gremln, Hoyos Labs, Knox Payments, NopSec, and Rippleshot. Today we present another six companies that will be demoing on stage in New York in September.
FinovateFall 2014 is live in New York City on September 23 and 24. And with last year’s show a sell-out, we’re expecting even bigger things in 2014. So save your spot at this year’s show; click here to register today.


Thumbnail image for BackbaseLogo.jpg

Backbase is a software company helping banks in the digital era.
Features:
    • Beautiful digital banking experience for end customers
    • Full control over the digital strategy by the bank
    • Backbase Marketplace to unite vendors and banks looking for fintech innovation
Why it’s great: 
Backbase Engage helps banks regain control over their digital strategy.
Presenters:

PeteChapman_Backbase_FF2014

Peter Chapman, Principal FinTech Strategist

Before joining Backbase, Chapman worked as VP emerging technologies at First Trade Union Bank. Frustrated by the lack of control of the banks to own their digital future, he joined Backbase to fix this.
JelmerdeJong_Backbase_FF@104

Jelmer de Jong, Global Head of Marketing

De Jong focused his career on helping companies get the most out of new technologies. He has a strong focus on startups, B2B, product management and marketing.


biocatch_logo

BioCatch provides innovative online fraud-prevention solutions that dramatically reduce friction and fraud, giving customers confidence to expand their business.

Features:

The Cognitive Biometrics technology enables BioCatch to detect intruders, bots, and fraudsters.
Why it’s great:

BioCatch: Less friction. Less fraud.
Presenters:

BioCatch_UriRivner

Uri Rivner, Co-Founder and VP Business Development & Cyber Strategy

Rivner is recognized globally as an industry expert on Cybercrime and advanced threats. He is a regular speaker in the leading Security and Cyber conferences, and writes a cyber-security blog.


blooom-low-res

blooom has developed a revolutionary way to open the eyes of 401(k) investors, by outsourcing the management of their 401(k) accounts, regardless of where custodied.

Features:

  • We don’t use complicated charts or line graphs with a gazillion indecipherable colors
  • We make it easy to operate (no Ph.D in Finance required)
  • We rebalance the account, rather than just make recommendations
Why it’s great:

Blooom allows investors to ditch their current strategy of ignoring-it, meaning-to-get-around-to-it, and hoping-for-the-best!
Presenters:

ChrisCostello_blooom_FF2014

Chris Costello, Co-Founder and Certified Financial Planner

Costello has 20 years experience and builds the model used to generate 401(k) recommendations, allowing blooom users to tap into advice traditionally only available to investors with a gazillion dollars.
RandyAufDerHeide_blooom_FF2014

Randy AufDerHeide, Co-Founder and Chief Technology Officer

AufDerHeide handles all the fancy, schmancy IT stuff. If it involves computers, code, Internet stuff, he’s the guy. He also makes everythin
g work smoothly, helping deliver a great experience to bloom users.


ibillionaire-logo-hd

iBillionaire taps into the investment strategies of Wall Street billionaires and provides unique and exclusive data on investment activity and trends.

Features:

  • Provides insights into billionaire investment portfolios and stock picks
  • Sends real-time alerts on buys, sells, and prices
  • Allows users to track their own portfolios and the iBillionaire Index
Why it’s great:

With iBillionaire, anyone can invest like a billionaire.
Presenters:

RaulMoreno_iBillionaire_FF2014

Raul Moreno, Co-Founder and CEO

Moreno is a serial entrepreneur with a background in finance and tech. His previous ventures include social app discovery platform, Kinetik, and he previously worked as an analyst at GFG Capital.


patch-of-land-new-logo

Patch of Land is a peer real estate (P2RE) lending marketplace presenting its real-time, due-diligence engine.

Features:

  • Proprietary risk and credit-modeling system increases accuracy of risk profiling
  • Full-stack integration with existing platform and processes
  • Significant scale and velocity of underwriting
Why it’s great:

We are creating an efficient, scalable system for underwriting and complex real estate lending transactions and pricing risk appropriately.
Presenters:

BrianFrittonPatchofLand_FF2014

Brian Fritton, CTO

Fritton is a seasoned eCommerce expert who oversees the development of Patch of Land’s in-house platform and leads the research and implementation of our technology initiatives.


Settlelogo

Settle is a mobile-payment platform built to create greater customer loyalty by hastening the checkout process while improving the overall customer experience.

Features:

  • Bridge mobile payments and loyalty
  • Target marketing to consumers based on their paying behavior
  • Transfer P2P cash easily
Why it’s great:

Settle brings easy mobile payments to customers and allows merchants to make the most of customer data.
Presenters:

StasMativiyenkoSettleFF2014

Stas Matviyenko, CEO

Matviyenko studied in Austria, worked for the Ukranian government (banking research). Founder at Advice Wallet (the biggest mobile loyalty program in CIS countries), believes in mobile payments, geek.
AnnaPolishchukSettleFF2014

Anna Polishchuk, COO

Polishchuk has a Masters degree in international business and is passionate about design and technology. She worked as Market Research Analyst at an international company and co-founded Advice Wallet.


Our Sneak Peek series continues on Tuesday with another six companies that will demo their fintech innovations at FinovateFall 2014 next month.

FinovateFall 2014 Sneak Peek: Part 1

FinovateFallWithDateLogo

With the busy product development and release schedule that comes with the autumn season, FinovateFall is the perfect place to see what’s new in fintech. 

This year, 71 companies will step up to the Finovate stage at the NYC Hilton Midtown on September 23 and 24. Tickets are going fast; register for yours today.

Here’s an inside look at six of these hand-picked companies:


BizEquityLogo.jpg

BizEquity has invented the first and only patented way to value any business in real-time and in the cloud online.

Features:

    • BizEstimate feature that pre-values over 28 million private businesses 
    • Patented, online real-time business value and tailored advice and alerts to each user
    • Business ValueMonitoring Dashboard 

Why it’s great:

BizEquity’s mission is to democratize business valuation knowledge globally to every small business and financial institution through its patented cloud-based service.

Carter

Presenters:

1) Mike Carter, CEO
Carter is former Managing Director of The Musser Group, former Founder and CEO of Dashboard Systems, and former Chief Marketing Officer for U.S. Interactive.
LinkedIn

2) Semyon Fishman, Vice President of Engineering and Technology
Fishman is former Vice President of Product Engineering at Valex Consulting and former Lead Engineer for the Math Forum.


GremlnLogo.jpg

GREMLN Financial Social Media offers secure social media tools for the financial services industry. It’s a full marketing and analysis suite wrapped in a security layer to maintain compliance.

Features:

    • Pre-approved content libraries
    • LinkedIn client prospecting
    • Mobile social media compliance platform

Why it’s great:

Social media involvement is essential, but it can be dangerous for financial services companies. Gremln makes it possible to participate and succeed in social media…safely.

RyanGremln

Presenters:

1) Ryan Bell, CEO
LinkedIn  


TJGremln

2) TJ Tavares, Senior Sales Executive
LinkedIn


HoyosLogo

Hoyos Labs app will finally put an end to the frustration that comes with usernames, passwords and PINs by replacing them with your unique biometrics.

Features:

  • Acquires users’ biometrics via smartphone to replace all log-in information
  • Works with Apple and Android smartphones and tablets, and with PCs
  • Increased convenience and security for users
Why it’s great:

Hoyos Labs’ app allows users to increase the convenience and security in their life by removing the need to ever remember their log-in information.
Presenter: 
Hoyos
Hector Hoyos, Founder and CEO
Hoyos is a biometrics veteran and entrepreneur who has dedicated his life to the development of innovative technologies that change existing business paradigms and have a profound impact on society.


KnoxPaymentslogo

Knox Payments is a merchant tool for payments to and from bank accounts online for just $0.18/transaction.

Features:

    • Fastest online and mobile checkout process
    • Accept ACH payments without needing your customers to enter bank routing and account numbers
    • Instantly verify bank account and sufficient funds

Why it’s great:

Fastest, cheapest checkout process for you and your customers.

KnoxThomas

Presenter:

Tommy Nicholas, Head of Product
Nicholas earned his BA from the University of Virginia. He founded CitySwig and helped grow Coffitivity to over 2 million users.
LinkedIn


NopSeclogo

NopSec is a cloud-based vulnerability risk management SaaS.

Features:

    • Correlate vulnerabilities with real-time threats and exploits
    • Drill down into the most critical risks across the full software and hardware stack
    • Analyze vulnerabilities using keyword searches

Why it’s great:

Remediate what matters most, faster.

StevenNopsec

Presenters:

1) Steven Leonard, Chief Marketing Officer
Leonard is responsible for all areas of marketing strategy and execution. Prior to NopSec, he spent 17 years at Microsoft Corporation.
LinkedIn

2) Lisa Xu, Chief Executive Officer
Xu is responsible for strategic direction, sales, and operations. Prior to NopSec, she advised Fortune500 enterprises on data security, privacy and technology risk management.
LinkedIn

3) Michelangelo Sidagni, CTO


Rippleshotlogo

Rippleshot detects bank card data breaches. Its cloud-based solution helps banks proactively stop fraud before it occurs and protects merchant brand reputation.

Features:

    • Next generation fraud prevention — stopping fraud before it occurs
    • 24/7 monitoring — detecting breaches faster
    • Early warning alerts — proactively protecting merchants, consumers and credit card issuers
Why it’s great:
It’s not if you are going to be breached, it’s when. Rippleshot’s 24/7 monitoring proactively detects, mitigates and stops fraud before it occurs.
Presenters: 
RippleshotLucas
1) Lucas Ward, Co-Founder and CTO
Ward is a proven technology leader. At Fundspire, he created an innovative product to change the way hedge funds viewed and analyzed their data.
RippleshotRandal
2) Randal Cox, Co-Founder and CSO
Cox has over a decade of experience in the credit card industry, modeling credit card and ATM fraud, ultimately culminating in the co-founding of Rippleshot.


Stay tuned later this week for a look at six more companies set to debut their new technology at FinovateFall this September 23 & 24 in New York.

FinovateFall 2014 Sneak Peek: Part 1

FinovateFallWithDateLogo

With the busy product development and release schedule that comes with the autumn season, FinovateFall is the perfect place to see what’s new in fintech. 

This year, 71 companies will step up to the Finovate stage at the NYC Hilton Midtown on September 23 and 24. Tickets are going fast; register for yours today.

Here’s an inside look at six of these hand-picked companies:


BizEquityLogo.jpg

BizEquity has invented the first and only patented way to value any business in real-time and in the cloud online.

Features:

    • BizEstimate feature that pre-values over 28 million private businesses 
    • Patented, online real-time business value and tailored advice and alerts to each user
    • Business ValueMonitoring Dashboard 

Why it’s great:

BizEquity’s mission is to democratize business valuation knowledge globally to every small business and financial institution through its patented cloud-based service.

Carter

Presenters:

1) Mike Carter, CEO
Carter is former Managing Director of The Musser Group, former Founder and CEO of Dashboard Systems, and former Chief Marketing Officer for U.S. Interactive.
LinkedIn

2) Semyon Fishman, Vice President of Engineering and Technology
Fishman is former Vice President of Product Engineering at Valex Consulting and former Lead Engineer for the Math Forum.


GremlnLogo.jpg

GREMLN Financial Social Media offers secure social media tools for the financial services industry. It’s a full marketing and analysis suite wrapped in a security layer to maintain compliance.

Features:

    • Pre-approved content libraries
    • LinkedIn client prospecting
    • Mobile social media compliance platform

Why it’s great:

Social media involvement is essential, but it can be dangerous for financial services companies. Gremln makes it possible to participate and succeed in social media…safely.

RyanGremln

Presenters:

1) Ryan Bell, CEO
LinkedIn  


TJGremln

2) TJ Tavares, Senior Sales Executive
LinkedIn


HoyosLogo

Hoyos Labs app will finally put an end to the frustration that comes with usernames, passwords and PINs by replacing them with your unique biometrics.

Features:

  • Acquires users’ biometrics via smartphone to replace all log-in information
  • Works with Apple and Android smartphones and tablets, and with PCs
  • Increased convenience and security for users
Why it’s great:

Hoyos Labs’ app allows users to increase the convenience and security in their life by removing the need to ever remember their log-in information.
Presenter: 
Hoyos
Hector Hoyos, Founder and CEO
Hoyos is a biometrics veteran and entrepreneur who has dedicated his life to the development of innovative technologies that change existing business paradigms and have a profound impact on society.


KnoxPaymentslogo

Knox Payments is a merchant tool for payments to and from bank accounts online for just $0.18/transaction.

Features:

    • Fastest online and mobile checkout process
    • Accept ACH payments without needing your customers to enter bank routing and account numbers
    • Instantly verify bank account and sufficient funds

Why it’s great:

Fastest, cheapest checkout process for you and your customers.

KnoxThomas

Presenter:

Tommy Nicholas, Head of Product
Nicholas earned his BA from the University of Virginia. He founded CitySwig and helped grow Coffitivity to over 2 million users.
LinkedIn


NopSeclogo

NopSec is a cloud-based vulnerability risk management SaaS.

Features:

    • Correlate vulnerabilities with real-time threats and exploits
    • Drill down into the most critical risks across the full software and hardware stack
    • Analyze vulnerabilities using keyword searches

Why it’s great:

Remediate what matters most, faster.

StevenNopsec

Presenters:

1) Steven Leonard, Chief Marketing Officer
Leonard is responsible for all areas of marketing strategy and execution. Prior to NopSec, he spent 17 years at Microsoft Corporation.
LinkedIn

2) Lisa Xu, Chief Executive Officer
Xu is responsible for strategic direction, sales, and operations. Prior to NopSec, she advised Fortune500 enterprises on data security, privacy and technology risk management.
LinkedIn

3) Michelangelo Sidagni, CTO


Rippleshotlogo

Rippleshot detects bank card data breaches. Its cloud-based solution helps banks proactively stop fraud before it occurs and protects merchant brand reputation.

Features:

    • Next generation fraud prevention — stopping fraud before it occurs
    • 24/7 monitoring — detecting breaches faster
    • Early warning alerts — proactively protecting merchants, consumers and credit card issuers
Why it’s great:
It’s not if you are going to be breached, it’s when. Rippleshot’s 24/7 monitoring proactively detects, mitigates and stops fraud before it occurs.
Presenters: 
RippleshotLucas
1) Lucas Ward, Co-Founder and CTO
Ward is a proven technology leader. At Fundspire, he created an innovative product to change the way hedge funds viewed and analyzed their data.
RippleshotRandal
2) Randal Cox, Co-Founder and CSO
Cox has over a decade of experience in the credit card industry, modeling credit card and ATM fraud, ultimately culminating in the co-founding of Rippleshot.


Stay tuned later this week for a look at six more companies set to debut their new technology at FinovateFall this September 23 & 24 in New York.