FinovateFall 2016 Archives - Page 2 of 6

FinovateFall Sneak Peek: Sindeo

By Julie Muhn (@julieschicktanz) Posted on August 30, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, Sindeo

A look at the companies demoing live to 1,500+ fintech professionals on September 8 & 9, 2016. Register today.

Sindeo’s self-driven rate quote and prequalification tool provides consumers with a quick, straightforward and streamlined start to the home financing process.

In less than 10 minutes, consumers can:
- check rates across Sindeo’s network of lenders and loan programs
- get free credit scores
- generate a prequalification letter

Why it’s great
Sindeo offers a better mortgage experience by providing access to an extensive mortgage marketplace and a streamlined digital loan experience.

Presenters

Ori Zohar, Co-founder
With a background in entrepreneurship and marketing, Zohar joined forces with co-founder Nick Stamos to create Sindeo, a consumer-friendly alternative to home financing.
LinkedIn

Aimeelene Gaspar, Vice President of Product Management
An experienced leader in FinTech product development, Gaspar is involved with every aspect of the Sindeo product life cycle, from concept to design to launch.
LinkedIn

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FinovateFall Sneak Peek: ProActive

By Julie Muhn (@julieschicktanz) Posted on August 30, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, ProActive FinTech

A look at the companies demoing live to 1,500+ fintech professionals on September 8 & 9, 2016. Register today.

ProActive’s patented budgeting technology requires a user to choose a category before the purchase. Users benefit from the control of a cash-like experience, digitally.

Features:

Creates the safest account on the planet with no risk of fraud
Empowers real change in spending behavior
Highest user engagement in the industry

Why it’s great
Online budgeting software has failed to influence real change in users’ spending behavior. ProActive is the first to offer a behavior-first budgeting/banking platform.

Presenters

Ryan Clark, Founder and CEO
Clark has 10 years as a personal finance advisor and has ranked in the top 10% of advisors nationwide. After authoring his own book, he remained frustrated with failing budgeting systems.
LinkedIn

Ross Jardine, Adviser and Investor
Jardine is “America’s Money Mentor” and cofounder of INVESTools acquired by TD Ameritrade. He is a world speaker, has created programs for Nightingale-Connant, Success Magazine, and is the author of four personal finance books.
LinkedIn

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FinovateFall Sneak Peek: CRMNEXT

By Julie Muhn (@julieschicktanz) Posted on August 30, 2016
Categories: CRMNEXT, FinovateFall 2016, FinovateFall 2016 Sneak Peek

A look at the companies demoing live to 1,500+ fintech professionals on September 8 & 9, 2016. Register today.

CRMNEXT is the only true omnichannel customer-engagement platform redefining the role of CRM as the transformation, automation, and innovation platform for financial services.

Features:

Delivers seamless omnichannel financial services customer-engagement
Powerfully automates and orchestrates customer interactions
Grows NPS, referrals, and conversions for every product and channel

Why it’s great
Half a billion customers and half a million bankers have proven what CRM should do NEXT: Make every customer interaction more efficient and create more opportunities for customer engagement and success.

Presenters

Joe Salesky, CEO
A Finovate pioneer, Salesky was formerly the founder and CEO of ClairMail, the breakthrough platform for mobile banking and payments. He has led serial visionary successes in software and financial services for 30 years.
LinkedIn

Ed Ponte, VP Sales Consulting
Ponte has 20+ years of experience directly supporting the sales efforts of consumer-oriented digital channels solutions, security, and infrastructure products in the financial services market.
LinkedIn

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FinovateFall Sneak Peek: Kore

By Julie Muhn (@julieschicktanz) Posted on August 30, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, Kore

A look at the companies demoing live to 1,500+ fintech professionals on September 8 & 9, 2016. Register today.

Kore serves business leaders in some of the world’s largest enterprises to help bring customer service to life through its bots platform and, most recently, its out-of-the-box Banking Bot Solution.

Features:

Turn insights into right-fit, right-time offers for cross-sale
24/7 ‘virtual assistants’ answer and triage requests for lower service costs
Legacy systems and workflows elevated for greater ROI

Why it’s great
Bots engage with your customers and use the information to update systems, perform tasks, trigger complex workflows across internal systems and staff, and provide results for ongoing improvement.

Presenters

Amit Aghara, Global Head of Solution Management
LinkedIn

David Schreffler, Executive Vice President of Sales
LinkedIn

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FinovateFall Sneak Peek: Xentral Station

By Julie Muhn (@julieschicktanz) Posted on August 30, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, Xentral Station

A look at the companies demoing live to 1,500+ fintech professionals on 8/9 September 2016. Register today.

Xentral Station offers trade financing for big and small vendors receiving cash in 24 hours.

Features:

Plug-and-play cloud solution for banks and vendors for cash in 24 hours
Independent global transaction platform
Integrated with any supply chain, accounting and bank application

Why it’s great
Making partners rich without doing anything.

Presenters

Vilayat William, Strategic Alliance Partner
William is a serial entrepreneur and is building his third cloud-company with global partners.
LinkedIn

Emily Reijnierse, Community Strategist
Reijnierse writes, “I don’t believe one can be the best in everything. Believe in a connected world where clients could select and combine the best business software of various providers.”
LinkedIn

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FinovateFall Sneak Peek: Strands

By Julie Muhn (@julieschicktanz) Posted on August 30, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, Strands

A look at the companies demoing live to 1,500+ fintech professionals on 8/9 September 2016. Register today.

Strands is the fintech partner for banks, leveraging 10+ years of expertise in big data and machine learning. The company will be presenting Strands BFM, a comprehensive white-label solution designed for SME Banking.

Features:

Smarter business decision-making based on contextual and personalized insights
Real-time access to all financial accounts powered by Strands Meta-Aggregation engine
Flexibility for all SMEs

Why it’s great
SMEs get a simple, intuitive and stunning data visualization of their finances for an unparalleled user experience. Banks get a smart, white-label tool to empower their most lucrative segment.

Presenters

Cesar Richardson, VP Sales, Strands Americas
Richardson has 15+ years of experience identifying business opportunities, building companies and generating revenue growth in investment banking (Bloomberg LP), online travel, and educational tech companies.
LinkedIn

Sharif Penniman, Director of Sales, North America
With a background in enterprise mobile development and strategy, and having lived abroad in Europe 15 years, Penniman has a passion for everything mobile, specifically for financial institutions.
LinkedIn

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FinovateFall Sneak Peek: Agreement Express

By David Penn Posted on August 25, 2016
Categories: Agreement Express, FinovateFall 2016, FinovateFall 2016 Sneak Peek

A look at the companies demoing live to 1,500+ fintech professionals on 8/9 September 2016. Register today.

Agreement Express allows financial institutions to design and execute consistent, automated onboarding experiences, while providing deep analytics that enable proactive and personalized client advice.

Features:

Fully automates client experiences across multiple lines of business
Utilizes client data to improve and evolve rich customer experiences
Supports FI’s digitalization initiatives

Why it’s great
Agreement Express is the only end-to-end platform to provide faster, smarter, easier onboarding for all financial institutions.

Presenters

Mike Gardner, CEO
Gardner is a 20-year veteran of the software industry. He has led Agreement Express to become one of the most respected onboarding automation platforms in the financial services industry.
LinkedIn

Andrew Grocholski, Account Executive
Grocholski is a seasoned professional in the SaaS industry. He has worked with large financial institutions to help them implement systems that improve business operations.
LinkedIn

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FinovateFall Sneak Peek: FF

By David Penn Posted on August 25, 2016
Categories: FF, FinovateFall 2016, FinovateFall 2016 Sneak Peek

A look at the companies to demo live to 1,500+ fintech professionals on 8/9 September 2016. Register today.

Join us for the first-time public unveiling of FF, a smart transaction analytics platform that helps users focus their daily spending on what’s truly important and brings happiness in the long-run.

Features:

Offers proactive nudges and gamification based on years of scientific studies
Employs machine-learning to tailor individual recommendations
Available via API and white-label apps

Why it’s great
Merges happiness and behavioral economics to drive mass adoption of savvy consumer-spending paths, focused on what is truly important in life.

Presenters

Daniel Gusev, CEO
Gusev—a digital payments geek with 10+ years of relevant experience—has built a number of commercially successful products in the European payments space; he is a passionate researcher of behavioral design.
LinkedIn

Ondrej Grich, CTO
Grich, co-founder of a leading consumer retail operation in Europe and a veteran builder of scalable IT platforms for nearly 20 years, possesses a particular knack for big-data analysis platforms.
LinkedIn

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FinovateFall Sneak Peek: Experian Fraud & Identity Solutions

By David Penn Posted on August 25, 2016
Categories: Experian, FinovateFall 2016, FinovateFall 2016 Sneak Peek

A look at the companies that will demo live to 1,500+ fintech professionals on 8/9 September 2016. Register today.

Experian’s CrossCore allows you to integrate fraud and identity technology from multiple providers to reduce friction and false positives—meaning more growth for your business.

Features:

Operate efficiently with single sign-on to multiple systems
Easily create, deploy, and manage strategies that deliver confidence in transactions
Quickly make dynamic strategy changes

Why it’s great
Collaboration is power. With every part of your fraud and identity solution working together through a single API, identifying and communicating potential threats has never been easier.

Presenters

Adam Fingersh, GM and SVP, Fraud and Identity Solutions
Fingersh, general manager of Experian’s fraud and identity business, is responsible for all aspects of those businesses in North America.
LinkedIn

John Sarreal, Senior Director, Product Management
Sarreal is responsible for the integration of FraudNet products and technology into the overall fraud and identity strategy and oversees product development for the CrossCore platform.
LinkedIn

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FinovateFall Sneak Peek: InSpirAVE

By David Penn Posted on August 25, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, inSpirAVE

A look at the companies demoing live to 1,500+ fintech professionals on 8/9 September 8 2016. Register today.

InSpirAVE’s platform inspires you to multiply savings and fulfill big purchase goals for life’s special moments. By harnessing support of friends/family and retailers/banks together, InSpirAVE help you go farther.

Features:

One-on-one pre-purchase recommendations via trusted advisers to thoughtfully buy
Personalized financial plan to multiply savings
Monitor progress and doorstep-delivery of purchase via P2P and merchant payment

Why it’s great
No goal is out of reach if you set your mind to it. InSpirAVE’s internet-of-savings platform empowers you with the “financial intelligence” to multiply your savings and sustainably achieve those goals.

Presenters

Om Kundu, Founder, Chairman, CEO
Kundu is a champion of customers, growth and social impact to #SaveForWhatMatters. He has held key in-house roles and has served as a trusted adviser to leading retail and financial institutions responsible for P&Ls with 10+ million users and $40+ billion balances.
LinkedIn

Mark Krofchik, Chief Technology Officer
As CTO of InSpirAVE, Krofchik brings passion for tech with deep domain-experiences—across retail & banking organizations—in leading InSpirAVE’s development team. He holds both bachelors and masters of science in engineering from Carnegie Mellon.
LinkedIn

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FinovateFall Sneak Peek: Liferay

By David Penn Posted on August 25, 2016
Categories: FinovateFall 2016, FinovateFall 2016 Sneak Peek, Liferay

A look at the companies demoing live to 1,500+ fintech professionals on 8/9 September 2016. Register today.

Liferay Digital Experience Platform (DXP) helps you create, manage, and deliver unique banking experiences consistently across every touchpoint by aggregating customer data from disparate systems.

Features:

Deliver unique, personalized customer experiences in context
Gain a comprehensive, single view of the customer
Lay the foundation for ongoing digital transformation

Why it’s great
Liferay DXP enables a deeper customer relationship from the beginning through a better understanding of what your customer wants.

Presenters

Henry Nakamura, Sr. Customer Experience Manager
Nakamura puts customers’ needs first in building Liferay’s CX Department. He does it all, from journey mapping and engagement plans, to building a reference program.
LinkedIn

Keval Mehta, Account Manager
Mehta has worked on technical pre-sales and has a deep technical understanding of the product. He currently helps customers create solutions using Liferay.
LinkedIn

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Fintech with The Jetsons at FinovateFall 2016

By Julie Muhn (@julieschicktanz) Posted on August 24, 2016
Categories: FinovateFall 2016

It’s 2016, and the red-hot fintech sector has evolved immensely since Finovate first launched 10 years ago. Looking back at the demos from 2007, the major trends were PFM, text alerts, and bill payment.

Next month at FinovateFall in New York, we’re going to see some things that, compared to 2007, seem like the way the Jetsons would manage their finances. Here’s a breakdown of the biggest trends you’ll experience at FinovateFall:

Authentication
We’ve seen authentication strategies evolve from a simple username and password to biometric technologies that leverage voice, behavior, facial recognition, as well as device tokenization and Touch ID to help banks increase security while decrease friction for end consumers.
CX/UX
With tech companies such as Uber and Venmo setting a higher bar for user experience, consumer expectations have also evolved. Financial services companies have to compete by offering more personalized services, real-time data and communication, and a suite of user-friendly mobile features. Status quo is no longer an option.
Lending
Underwriting has advanced, thanks to the availability of big data. This, combined with increased demand for alternative lending, makes lending a prime space for disruption.
Collaboration
The number of communication channels among financial services companies and their employees and end-consumers is increasing. From email to SMS to video conferencing and virtual meeting rooms, the challenge lies in reaching users through their preferred channels while remaining compliant.

Still don’t have your ticket to FinovateFall? Seating is limited so register today and we’ll see you in New York!

FinovateFall 2016 is sponsored by The Bancorp, AARP, Financial Technology Partners, Grant Thornton, Hudson Cook, KPMG, and Leverage PR.

FinovateFall 2016 is partnered with Acuity Market Intelligence, Aite Group, American Bankers Association, BankersHub, Bankless Times, BayPay Forum, Bitcoin Magazine, Breaking Banks, Byte Academy, California Bankers Association, Canadian Trade Commissioner Service, CB Insights, Celent, Coin Telegraph, Crowdfund Beat, Digital Currency Council, Digital.NYC, EbankingNews, FemTechLeaders, Fintech Finance, The Fintech Times, Harrington Starr, Holland Fintech, IDC Financial Insights, Innovate Finance, Javelin, Juniper Research, Korea FinTech Forum, Mapa Research, Mercator Advisory Group, Next Money, NYPAY, Ovum, Payments & Cards Network, The Paypers, PitchBook, Plug and Play, SME Finance Forum, Swiss Finance + Technology Association, and Western Independent Bankers.

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