FinovateFall Sneak Peek: Nvstr

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Nvstr makes intelligent investing simple and socially engaging. The company is excited to debut its AI technology for smarter stock selection.

Features

  • Trained on proprietary investor behavior and sentiment data
  • Surfaces investing ideas likely to be highly interesting
  • Distills a vast amount of data into actionable insights

Why it’s a must-see
Nvstr’s machine learning technology distills vast proprietary datasets into customized, actionable insights for individual investors.

Presenters

Bernard George, Co-founder, CEO
A Harvard physics major who spent 10+ years on Wall Street, George co-founded Nvstr to democratize intelligent investing.
LinkedIn

 

Patrick Aber, Co-founder, CFO
Aber has an extensive background in quantitative finance and is passionate about improving investing for everyone, not just those who can afford a hedge fund.
LinkedIn

FinovateFall Sneak Peek: Stash

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

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

FinovateFall Sneak Peek: i-exceed

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

i-exceed is a fintech company that is redefining digital banking with its unique combination of award-winning, pre-built Appzillion Digital Banking apps and Appzillion Development Platform.

Features

  • Micro App Architecture: the new way to build digital banking solutions
  • Customizable apps that empower business users
  • End-to-end development automation

Why it’s a must-see
Use i-exceed’s pioneering digital banking architecture to launch new services and features to your existing apps in record time without having to do a full upgrade of your existing apps.

Presenters

Anshuman Nayyar, Vice President
Nayyar has extensive experience deploying innovative solutions in large financial solutions across the globe. He has built and deployed large-scale systems for personal, corporate, and digital banking.
LinkedIn

Karthik Sivaprakasam, Vice President
Sivaprakasam drives the architecture and solutions strategy for the Appzillion product and leads new SDK initiatives for Appzillion. He works with Tier 1 banks, assisting them in their digital transformations.
LinkedIn

FinovateFall Sneak Peek: Q2 Holdings

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Q2 Holdings’ product, Q2 CardSwap, makes it easy for users to put your card top-of-wallet for digital and subscription payments like Netflix, Amazon, and Uber—helping you generate valuable interchange revenue.

Features

  • Supports 20+ popular services including Netflix, Amazon, Uber, and more.
  • Can be implemented as a turnkey product or consumed via APIs.
  • PCI compliant and undergoes routine testing and maintenance.

Why it’s a must-see
Q2 CardSwap is designed to generate interchange revenue from new card-focused billers who aren’t often captured in traditional bill pay.


Presenter

Jordan Wright, Director of Business Development, Q2 Open
Jordan is the cofounder and former CEO of Unbill, acquired by Q2 in January. He is passionate about building breakthrough businesses, and a proven leader in product strategy and entrepreneurship.
LinkedIn

 

 


Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

FinovateFall Sneak Peek: Pushfor

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Pushfor is transforming the ways in which businesses share confidential, high value and strategic content – content is pushed not sent with content never leaving its source location.

Features

  • Removes regulatory and financial risk of data leakages
  • Empowers mobile workforce with access to the right information at the right time
  • Provides analytical insight to drive effective content strategies

Why it’s a must-see
Push don’t send content – if you push in error simply pull it back.


Presenter

John Safa, Founder and CTO
Safa is a seasoned entrepreneur with vast experience in building innovative solutions for desktop, cloud and mobile platforms. He has founded companies both in Europe and the US.  and raised over $70m in venture funding.
LinkedIn

Crispin Luxton, VP, Client Solutions

 

 

 


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FinovateFall Sneak Peek: Overbond

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

Overbond is transforming how global investment banks, institutional investors, corporations and governments connect and access the primary fixed income market.

Features
Overbond’s COBI tool uses big data and machine learning to:

  • Predict primary debt capital markets pricing
  • Predict issuance propensity
  • Provide matchmaking for investors and issuers

Why it’s a must-see
COBI Opportunities is a new feature that provides investors with suggested investment ideas: new issues that are likely to come to market soon.


Presenters

Vuk Magdelinic, CEO
Before founding Overbond, Vuk’s career spanned over 10 years in capital markets and technology. Vuk led digital transformation programs at PwC and also worked at CIBC in structured products origination.
LinkedIn

 

Steven Smith, Product Manager
Steven joined Overbond after working at Citibank as an Associate in Derivative Sales and Structuring. He holds an Honours Business Administration Degree from Ivey School of Business at Western University and has passed all three levels of the CFA exam.
LinkedIn

 

 

 


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#Fintech Trends: the Expected and Unexpected at FinovateFall

Anyone who works in fintech knows that the past few years have been a roller coaster ride of trends. So what’s next? How will the year close out?

As we wait for the next four months to unfold, one of the best indicators of fintech trend swells is to watch what companies showcase at FinovateFall (coming up September 11 through 14). The graphic below shows some of the big trends we’ll see from the demoing companies.

 

Here’s my take on these themes:

The expected

  • APIs
    Consumers have come to expect a seamless user experience to better manage their finances. Because of this, banks and smaller financial institutions are beginning to see the value in API-based, plug-and-play add-ons to their existing mobile apps. Therefore, the emergence of APIs as a large trend was expected.
  • Security
    Security has been around since the dawn of man (think fences and moats). As long as there are hackers, security will be in high demand.

The unexpected

  • Billpay
    Billpay was a significant trend pre-2010 (and pre-smartphone), so it was surprising to see it’s resurgence. The myriad of enabling technologies likely plays a role in the era of billpay 2.0.
  • Blockchain
    It is not that the blockchain trend itself was unexpected this year– it was however, unexpected that it has taken so long to become this prominent. Finovate generally sees at least one or two demoing companies leveraging the blockchain, but in next month’s show the enabling technology is more of a common thread.

What to watch

  • Augmented reality
    Augmented reality is still in its infancy, especially in fintech. The Pokemon Go phenomenon taught us that users crave a new way to engage and communicate with the world. If we’ve learned anything from the fintech revolution, it is that once this type of user experience becomes commonplace, users will grow to expect it.
  • Mortgagetech
    In the U.S., mortgagetech has been a rising trend in 2017. With room for disruption mixed with outcries for housing reforms, expect to see a mortgagetech growth spike in the next couple of years.
  • Credit scoring
    Big data, artificial intelligence, and users’ growing online footprints have created new ways to underwrite borrower risk. The desire to serve individuals with thin-to-no credit files, along with the need to create an unbiased lending approach, has altered the way underwriters think about credit scoring techniques.

What’s next

With four months left in 2017,  I’ll step out on a limb and offer up a few predictions. As far as enabling technologies go, voice banking will start to snowball as Alexa and Google Home becoming more commonplace. Augmented reality will grow– but just slightly– and virtual reality, though it sparkles, will begin a slow death in fintech. Regarding broader industry trends, my colleague David Penn, research analyst at Finovate said, “more human/robo hybrids in the robo advisor field, continued embrace of biometrics solutions for mobile and online banking security, and a resumption in fintech investment for the balance of 2017.”

Want to make your own predictions? Come join us at FinovateFall September 11 through 14 in New York.

FinovateFall Sneak Peek: Adobe

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

With the Adobe Experience CloudAdobe 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.

 

 

 


Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

FinovateFall Sneak Peek: ebankIT

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

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

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

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

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

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

 


Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot. 

FinovateFall Sneak Peek: cyberProductivity

A look at the companies demoing live at FinovateFall on September 11 through 14 in New York. Pick up your tickets today and save your spot.

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


Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot.