FinovateFall 2017 Presenter Sneak Peek Archives

FinovateFall Sneak Peek: Stash

Stash Retire from Stash simplifies how investors can save and invest for retirement. Stash is offering its investors Roth IRA accounts with low fees and a focus on education.

Features

Simple
Accessible
Educational

Why it’s a must-see
Stash: save, invest, retire. Empowering the next generation of Americans to conquer their financial futures.

Presenters

Brandon Krieg, Co-founder and CEO
Krieg is the CEO and Co-founder of Stash. Prior to Stash, he spent more than 15 years in financial services, most recently at Macquarie Securities Group.
LinkedIn

Ed Robinson, Co-founder and President
Robinson is President and Co-founder of Stash. With expertise in risk management, asset allocation, and global markets, he has held many management roles internationally.
LinkedIn

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FinovateFall Sneak Peek: Adobe

By Tyler Ferst Posted on August 17, 2017
Categories: Adobe Solutions, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

With the Adobe Experience Cloud, Adobe Solutions leverages artificial intelligence to instantaneously pinpoint specific user data and dynamically assemble personalized imagery to that individual.

Features

Dynamic personalization in real-time and at scale with:

Automated personalization
Screens
Facial Recognition

Why it’s a must-see
Late last year, we also launched Adobe Sensei, our artificial intelligence capability that spans across our content, document and digital marketing offering.

Presenter

Charles Sherman, Adobe Experience Cloud Evangelist
Sherman is Adobe’s Sr. Evangelist for the Adobe Experience Cloud. As a Marketing Cloud Evangelist, he works to drive product and industry knowledge deep into organizations.

Eric Matisoff, Analytics and Data Science Evangelist
Matisoff is the Analytics and Data Science Evangelist at Adobe with 10+ years of digital experience working with data and visualizations.

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FinovateFall Sneak Peek: ebankIT

By Tyler Ferst Posted on August 17, 2017
Categories: ebankIT, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

ebankIT by Voice allows you to engage in a natural and intuitive way, providing an optimized and secure interface for all your banking solutions, using nothing but the sound of your voice.

Features

Accelerate omnichannel digital transformation, reducing costs
Integrate with next generation fintech and 3rd parties
Increase digital sales, future-proofing banks

Why it’s a must-see
Whatever the future is, ebankIT will be there to help you embrace change, supporting clients to accelerate their digital banking transformation.

Presenter

Diana Winstanley, Business Developer
Winstanley coordinated several projects on business analysis and international business development, with experience showcasing the latest technological innovations to financial institutions throughout the globe.
LinkedIn

Pete Atkinson, VP UK and Ireland
Currently Vice President UK and Ireland for omnichannel banking software provider ebankIT, Atkinson has spent much of his career operating at the convergent point of technology and consumers.
LinkedIn

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FinovateFall Sneak Peek: Zafin

By Tyler Ferst Posted on August 17, 2017
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Zafin

Zafin’s enterprise banking platform spans across global and regional banks’ retail and commercial groups, managing dynamic multi-product offerings, real-time pricing and billing, loyalty, and analytics.

Features

Dynamic multi-product offerings in retail and corporate banking environments
Real-time pricing, billing and cash management
Fully-segmented analytics and loyalty platform

Why it’s a must-see
Zafin’s enterprise banking software is platform-agnostic, spanning various retail and corporate banks.

Presenter

Adam Nanjee, SVP, Digital Banking
Nanjee is Zafin’s SVP of Digital Banking. Prior, he built Canada’s largest fintech innovation hub, ran digital at Mastercard Canada’s digital payments group, and ran eComm for BlackBerry.
LinkedIn

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FinovateFall Sneak Peek: Layer

By Tyler Ferst Posted on August 17, 2017
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Layer

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

Features

Leverage messaging to:

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

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

Presenter

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

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

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FinovateFall Sneak Peek: cyberProductivity

By Tyler Ferst Posted on August 15, 2017
Categories: cyberProductivity, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

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

Features

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

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

Presenter

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

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FinovateFall Sneak Peek: College Affordability

By Tyler Ferst Posted on August 15, 2017
Categories: College Affordability, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

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

Features

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

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

Presenter

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

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FinovateFall Sneak Peek: BILLSHARK

By Tyler Ferst Posted on August 15, 2017
Categories: BILLSHARK, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

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

Features

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

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

Presenter

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

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

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FinovateFall Sneak Peek: BioCredit

By Tyler Ferst Posted on August 15, 2017
Categories: BioCredit, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

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

Features

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

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

Presenter

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

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FinovateFall Sneak Peek: Mortgage Cadence

By Tyler Ferst Posted on August 10, 2017
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, Mortgage Cadence

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

Features

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

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

Presenters

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

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

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FinovateFall Sneak Peek: FI.SPAN

By Tyler Ferst Posted on August 10, 2017
Categories: FI.SPAN, FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek

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

Features

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

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

Presenter

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

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FinovateFall Sneak Peek: SaleMove

By Tyler Ferst Posted on August 10, 2017
Categories: FinovateFall 2017, FinovateFall 2017 Presenter Sneak Peek, SaleMove

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

Features

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

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

Presenter

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

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