FinovateFall 2014 Archives - Page 6 of 8

Luxoft’s Horizon Brings Visualization to Data

By Julie Muhn (@julieschicktanz) Posted on September 23, 2014
Categories: FinovateFall 2014, Luxoft

This post is part of our live coverage of FinovateFall 2014.

Luxoft demonstrated how it brings visualization into the decision-making process:

“In our big data world it is the critical data that gives the competitive advantage. Luxoft’s Horizon creates a “Visualization Layer” on top of your data marts to provide visual simplicity and supports more informed, timely, and strategic decision making. The framework provides a system that allows you to mine your data with macro and micro perspectives that range from overviews to exact client performance and risk measurements by business line.

Horizon is a next generation Visualization Framework, providing an innovative and graphically rich User Interface: app-based approach, high performance, secure, 100% mobile (accessible from any device: iPad, iPhone, Android etc.), and highly customizable.”

Presenting: Przemek Berendt, VP Global Marketing and Fabrice Aresu, Head of Business Support Group

Product Launch: 2013

Metrics: 7,800+ employees, 21 offices, 16 delivery centers, 13 countries in North America, Western and Eastern Europe, and Asia Pacific, 130+ clients, with top clients among the Global Fortune 500, $398.3M FY14

Product distribution strategy: Direct to Business (B2B), licensed

HQ: Zug, Switzerland

Founded: 2000

Website: luxoft.com

Twitter: @Luxoft

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Dynamics Debuts the World’s First Multi-Network Card

By Julie Muhn (@julieschicktanz) Posted on September 23, 2014
Categories: Dynamics, FinovateFall 2014

This post is part of our live coverage of FinovateFall 2014.

Dynamics demoing the world’s first multi-network card that allows consumers to select different networks.

“The new cards from Dynamics help reduce interchange for high value merchants and improve security for consumers. The technology’s dynamic security codes are effective for reducing fraud on EMV cards in international transactions.”

Presenting: Jeff Mullen, CEO

HQ: Pittsburgh, PA

Founded: November 2007

Website: dynamicsinc.com

Twitter: @dynamicsinc

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eMoney Advisor Brings Unparalleled Interactivity to Online Wealth Planning

By David Penn Posted on September 23, 2014
Categories: eMoney Advisor, FinovateFall 2014

This post is part of our live coverage of FinovateFall 2014

Our next presenter is eMoney Advisor, demoing EMX.

“Smarter, faster, friendly, and easier to use, EMX is the next generation of the eMoney Advisor experience. While we’ve always led the pack in financial planning, we’ve stepped up our game, creating a platform for an unparalleled interactive experience for advisors and their clients, improving efficiency with new integrations and better connections. And with robust analytics and a more intuitive interface, EMX empowers our advisors to maximize the potential of their book of business. Learning from over 14 years of experience and feedback from more than 20,000 advisors, with EMX, we’ve built the ultimate wealth-management solution that will redefine success in an advisor’s business.”

Presenting: Kyle Wharton (Business Development) & Chad Porche (Development)

Product Launch: October 2014

Metrics: eMoney aggregates more than $1T in client assets over 878,243 accounts, managed by a network of more than 20,000 financial services professionals across the country.

Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed

HQ: Conshohocken, PA

Founded: 2000

Website: emoneyadvisor.com

Twitter: @emoneyadvisor

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Social Media Management Specialist Gremln Launches New Mobile Platform

By David Penn Posted on September 23, 2014
Categories: FinovateFall 2014, Gremln

This post is part of our live coverage of FinovateFall 2014.

Continuing in our second session of the morning, here is GREMLN, showcasing the latest enhancements to its social media management platform for the financial services industry.

“GREMLN is demonstrating its latest social media compliance features. Pre-approved Content Libraries enable firms to provide great content to their teams that can circumvent the message approval process. LinkedIn Lead Prospecting enables financial advisors and other employees to find new clients via LinkedIn. And finally, GREMLN is launching a new mobile platform that enables marketing and compliance departments to stay engaged in social media and handle approval processes right from their phone or tablet.”

Presenting: Ryan Bell (CEO) & TJ Tavares (Sr. Sales Executive)

Product Launch: January 2013 (showing new features)

Metrics: 12 employees; 165, 000 users

Product distribution strategy: Direct to Business (B2B)

HQ: Saint Louis, MO

Founded: February 2009

Website: gremln.com

Twitter: @GREMLN

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PayItSimple’s Solution Gives More Options to Consumers While Giving More Sales to Merchants

By Julie Muhn (@julieschicktanz) Posted on September 23, 2014
Categories: FinovateFall 2014, PayItSimple

This post is part of our live coverage of FinovateFall 2014.

PayItSimple debuted its solution that gives consumers increased purchasing options while increasing sales for merchants:

“PayItSimple enables shoppers to divide the total cost of their purchases charged on their existing credit card across as many months as they choose and the merchant offers. Customers do not incur any fees or interest charges. There is no need to complete a credit application or qualify for a new credit line. There is no fine print or hidden costs.”

Presenting: Alon Feit, CFO & Co-Founder and Stacy Fassberg, All Things Marketing or VP, Marketing

Product Launch: June 2014

Metrics: 12 employees, $4.3M raised to date from private seed investors

Product distribution strategy: Via existing channels for credit card acquiring, Acquirers, ISOs, Gateways, Direct Business to Business (B2B), mainly to big enterprises

HQ: New York, NY

Founded: August 2013

Website: payitsimple.com

Twitter: @payitsimple

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Fiserv Shakes Up How Banks Interact with Their Customers

By Julie Muhn (@julieschicktanz) Posted on September 23, 2014
Categories: FinovateFall 2014, Fiserv

This post is part of our live coverage of FinovateFall 2014.

Fiserv demonstrated how it is helping banks communicate with their customers:

“Fiserv is demonstrating what next generation customer-to-bank interactions will look like, particularly in a mobile-first world. The ‘App of the Future’ innovation based on the Mobiliti™ platform assembles three distinct consumer interaction methods – Live Chat, Secure Mailbox & Messaging, and Click-to-Call – and makes them contextual (i.e. providing context information to the representative of the bank as part of the interaction). All inside the mobile banking application.

This innovation has a number of benefits to consumers and financial institutions, including: increased efficiencies of interactions, more secure than various existing authentication methods, and portrays the banks’ brand as helpful, modern, and compelling.”

Presenting: Andy Barnett, Sr. Technical Sales Consultant, Mimi Joy, Mobile Account Specialist, and David Carr, Innovations Manager

Product Launch: September 2014

Metrics: $4.81B revenue in 2013, 21,000 associates worldwide, 14,500 financial institutions and business clients worldwide

Product distribution strategy: Direct to Business (B2B), through financial institutions

HQ: Brookfield, WI

Founded: July 1984

Website: fiserv.com

Twitter: @Fiserv

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HedgeCoVest Launches Investment Tool for Hedge Funds

By Julie Muhn (@julieschicktanz) Posted on September 23, 2014
Categories: FinovateFall 2014, HedgeCoVest

This post is part of our live coverage of FinovateFall 2014.

HedgeCoVest showed how Replicazor can boost hedge fund performance:

“HedgeCoVest is an investment tool allowing you to mirror hedge fund investments in your own brokerage account. Using HedgeCoVest, you can research hedge funds, their risk/return profile, management team and more. Then, when you find a fund to mirror, you can allocate with the click of a button.

Our proprietary trading technology, the Replicazor, sees hedge fund portfolios and duplicates them in your account in real time. Anytime your chosen fund makes a trade, the Replicazor will make a corresponding trade for you within milliseconds. No guesswork, no investing based on outdated reports. One-to-one tracking of real hedge funds.”

Presenting: Evan Rapoport, CEO and Aaron Wormus, CTO

Product Launch: September 2014

Metrics: 12 employees, $900,000 raised

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

HQ: West Palm Beach, FL

Founded: April 2013

Website: hedgecovest.com

Twitter: @hedgecovest

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True Potential’s ImpulseSave Leverages Micropayments to Boost Investment Savings

By David Penn Posted on September 23, 2014
Categories: FinovateFall 2014, True Potential

This post is part of our live coverage of FinovateFall 2014.

All the way from the United Kingdom, here’s wealth management and financial advisory innovator, True Potential.

“ImpulseSave is our most significant innovation to date. This first-of-its-kind technology, unique to True Potential, allows clients to make micro payments into their investments whenever and wherever they choose. With the touch of a button, clients can top up any investment vehicle that isn’t housed within a bank. They can add as little as 1 pound or as much as need to keep their investments on track or to reach their financial goals faster. Until now, if people had 20 pounds or less to spare, they would be unlikely to invest it due to the effort it would take to do so. But now, it’s fast and easy and we are demonstrating how, using our technology, it all adds up for a better future.

Presenting: Daniel Harrison (Sr. Partner) & Paul Outterside (Head of Mobile Applications)

Product Launch: March 2014

Metrics: For complete information about the True Potential Group of Companies, please read our latest “True Colours’ 2013 Annual Report at tpllp.com/wp-content/uploads/2014/05/True-Colours-Annual-Report.pdf.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)

HQ: Newcastle upon Tyne, UK

Founded: March 2007

Website: tpllp.com

Twitter: @TruePotential_

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MasterCard Showcases its Pay with Rewards Solution to Enable Redeeming Points at Point of Sale

By David Penn Posted on September 23, 2014
Categories: FinovateFall 2014, MasterCard

This post is part of our live coverage of FinovateFall 2014.

MasterCard is our next presenting company, introducing MasterCard Pay with Rewards.

“MasterCard Pay with Rewards is an innovative solution that gives cardholders the freedom to redeem rewards points at the point of sale, either online or in stores. Cardholders configure Pay with Rewards on their existing card to redeem points at millions of eligible locations worldwide. While providing the ultimate in flexibility for consumers, this also serves as a cost-effective way to execute POS rewards programs for issues. The Pay with Rewards solution provides ubiquity and scale by leveraging the existing MasterCard network, without modification to POS systems or card processes.”

Presenting: Kyle Clark (VP Product Development) & Chris Guiney (VP Product Development)

Product Launch: September 2014

Metrics: Please reference our 10-K on the Investor Relations page on Mastercard.com. As of December 31, 2013, we have approximately 8,200 employees.

Product distribution strategy: Direct to Business (B2B), through financial institutions

HQ: Purchase, NY

Founded: 1966

Website: mastercard.com

Twitter: @MasterCardNews

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Patch of Land Presents its Real-Time Peer-to-Real Estate Lending Marketplace

By David Penn Posted on September 23, 2014
Categories: FinovateFall 2014, Patch of Land

This post is part of our live coverage of FinovateFall 2014.

Our next presenter is Patch of Land, demoing its Peer-to-Real-Estate (P2RE) lending marketplace.

“We are developing a real-time system that pulls data from multiple sources including major credit reporting agencies. This disparate collection of data will be scientifically conglomerated into proprietary information models and risk analysis summaries and extend automatic terms to existing borrowers for new projects. This information will be used by our underwriters along with a proprietary scoring system for increased efficiency in decision making on lending. Electronic documents can immediately be made available to the borrower for signing and funds wired automatically.”

Presenting: Brian Fritton (CTO & Co-Founder) & AdaPia d’Errico (CMO)

Product Launch: October 2013

Metrics: 10 employees; 2,500 investors; 279 loans in the pipeline (212% QonQ growth); average loan size $240,000; YTD 24 loans from 6 states totaling $5.2M, all funded by investors online

Product distribution strategy: Direct to Consumer 9B2C)

HQ: Los Angeles, CA

Founded: February 2013

Website: patchofland.com

Twitter: @PatchOfLand

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blooom Provides Investors with a New Way to Build Your 401(k)

By David Penn Posted on September 23, 2014
Categories: blooom, FinovateFall 2014

This post is part of our live coverage of FinovateFall 2014.

Making its way to the stage is the team from blooom. Blooom has developed a revolutionary way to open 401k investors’ eyes and outsource the management of their 401k – regardless of where it is held.

“The blooom app collects basic user data (name, email, age) and asks the user to select where their 401(k) is currently held. Once selected, the user’s credentials are entered and blooom goes to work to analyze their current investment allocation across 25,000+ different funds to generate a comparative analysis without a bunch of financial mumbo jumbo. Blooom displays how their 401(k) should be allocated and gives the user some latitude to adjust the recommended allocation. In a few more steps, the user can then hire blooom to make these changes and, more importantly, rebalance and adjust the allocation for the user going forward. It is a new and intelligent way to get help with your 401(k) … all for just $10 per month.”

Presenting: Chris Costello (Co-Founder & CFP) & Randy AufDerHeide (CTO & Co-Founder)

Product Launch: September 2014

Metrics: $200,000 in funding from founders; 6 employees, 30 clients

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

HQ: Overland Park, Kansas

Founded: February 2013

Website: blooom.com

Twitter: @blooominc

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Settle Gives Merchants a 3-in-1 Point of Sale Solution

By Julie Muhn (@julieschicktanz) Posted on September 23, 2014
Categories: FinovateFall 2014, Settle

This post is part of our live coverage of FinovateFall 2014.

Settle debuted a POS that merchants can integrate into their existing solutions:

“The Settle technology comes in 3 forms: 1) Customer app that allows users to make orders, pay, get loyalty bonuses and offers from establishments, and carry out P2P transactions, 2) A Settle tablet with an accompanying app that enables accepting and managing orders, viewing customers’ profiles and offering personalized customer service, 3) A merchant dashboard with a smart analytics of sales, staff performance, and a rich customer CRM.

Settle provides its POS solution for merchants and can be integrated into merchant’s existing POS system as well. Settle can offer white label solutions for bank apps and provide small personal loans.”

Presenting: Stas Matviyenk, CEO and Anna Polishchuk, COO

Product Launch: August 2014

Metrics: $1.8M raised, 15 employees, 50,000 users

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

Settle

HQ: Kyiv, Ukraine

Founded: August 2014

Website: hellosettle.com

Twitter: @hellosettle

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