FinovateFall 2018 Sneak Peek Archives

FinovateFall Sneak Peek: Ballooning Nest Eggs

A patented invention, Ballooning Nest Eggs is the world’s first investment gifting platform for parents to corral family and friends to pitch in and grow their kids’ long-term wealth.

Features

Social tools tastefully steer and conveniently enable gifting.
Invitations/announcements and social posts linked to beneficiaries’ accounts
Entirely new way for financial firms to engage consumers.

Why it’s great
The only app that eliminates parents’ awkward ask for financial gifts – which most prefer – vastly increasing the likelihood such gifting takes place.

Presenters

Amy Moses, Founder and CEO
Moses is a seasoned brand builder specializing in optimizing revenue through innovative, strategic B2B marketing initiatives that simultaneously drive consumer engagement for tech-centric and media brands.
LinkedIn

Kent Wallgren, Project Management – App Development
Wallgren has extensive background in delivering complex cross-functional technology projects in wealth management and digital transformation for top-tier global financial services firms and startups.
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FinovateFall Sneak Peek: Charlie India

By David Penn Posted on September 13, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Partner HUB

Partner HUB’s Charlie-India platform offers a white label platform for electronic invoice presentment and payment for banks, payment service providers, and fintechs.

Features

White label product retaining the bank’s primary customer contact
Solution prevents payment churn and helps realize higher payment margin
Value added service for SMEs with invoicing interoperability

Why it’s great
Charlie-India helps banks get primary access to business level transaction data by setting up invoice related services needed to provide more efficient trade finance and payment services.

Presenter

Katalin Kauzli, Business Development Director and Co-founder
Kauzli has significant financial services, business development, corporate finance, and startup experience. She has been involved in the fundraising and business development of several innovative startups.
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FinovateFall Sneak Peek: Systelos

By David Penn Posted on September 13, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Systelos

Systelos is a discovery and collaboration platform that brings client’s financial lives in one place and empowers human advisors to create value beyond investment returns.

Features

Discovery platform that provides a 360 degree view of client’s finances
Collaboration tools that communicate real time context
Actionable insights that create value beyond investments

Why it’s great
Systelos is more than a technology. It’s a new way of doing business for advisors and their clients.

Presenters

Jad Chehlawi, Founder and CEO
After 15 years developing successful financial advisors, Chehlawi, a Harvard Business School alum, is creating a new way of delivering value to clients.
LinkedIn

Arsene Toumani, Co-Founder and CTO
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FinovateFall Sneak Peek: Tinkoff

By David Penn Posted on September 13, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Tinkoff Bank

Tinkoff is a digital ecosystem of financial and lifestyle products, delivered via its award-winning mobile app and web interface. Tinkoff is fully cloud-based and branchless.

Features

First in the world to introduce Stories in mobile app
New way of creating and bringing content and offers to over one million active app users
Almost all the Stories contain a call to action

Why it’s great

As part of its lifestyle banking approach, Tinkoff was the first bank in the world to launch with a Stories format in its mobile banking app with content ranging from financial literacy tips to lifestyle tips.

Presenter

Max Yevdokimov, Chief Digital Customer Experience Officer
Yevdokimov is responsible for defining and executing Tinkoff’s mobile banking strategy, including managing its award-winning app and other interfaces serving a customer service function.
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FinovateFall Sneak Peek: Crypterium

By David Penn Posted on September 13, 2018
Categories: Crypterium, FinovateFall 2018, FinovateFall 2018 Sneak Peek

Crypterium is a mobile app that allows instant payments in cryptocurrency.

Features

Instant crypto payments with the existing payments infrastructure, like NFC terminals or QR codes
Worldwide money transfers in seconds with no fees
Solutions for merchants to accept crypto

Why it’s great
Crypterium lets you choose the way and the currency you want to pay with, enabling you to stay in control of your money 24/7. The company also helps merchants expand their customer outreach.

Presenters

Marc O’Brien, CEO
O’Brien is the former CEO of Visa UK, the company’s second most important market. He is a key advisor on some of the most exciting startups in the U.K., including Revolut, Britain’s first digital bank unicorn.
LinkedIn

Austin Kimm, COO
Kimm is the former CEO of Renaissance Life and Pensions (Russia & Ukraine) and Renaissance Insurance Group, which was sold for approximately $200 million in 2013.
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FinovateFall Sneak Peek: Paper.id

By David Penn Posted on September 13, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Paper.id

Paper.id is the first, free invoicing and payment app in Indonesia that leverages supply chain mapping technology to help FIs provide the right financial products to SMEs.

Features

Seamless integration with digital payments
Supply chain analysis driven by graph node analysis and machine learning
Industry-leading UI/UX for FIs to ease workflow

Why it’s great

Paper.id’s platform enables FIs to identify the invoicing, payment pattern, and supply chain map of an SME, allowing them unprecedented freedom in managing SME-based loan and revenue channel.

Presenters

Jeremy Limman, CEO and Co-founder
Prior to founding Paper.id, Limman was involved in strategic projects and SAP implementation at Accenture, as well as founding and advising other startups.
LinkedIn

Yosia Sugialam, CTO and Co-founder
Sugialam has years of technology experience including working for Symantec and co-founding Lakuin, which won an incubator’s competition in 2015.
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FinovateFall Sneak Peek: Banzai

By David Penn Posted on September 13, 2018
Categories: Banzai, FinovateFall 2018, FinovateFall 2018 Sneak Peek

Banzai is a national brand with over 50% of U.S. high schools and millions of students educated. More than 750 banks trust Banzai to educate adult customers, schools, and communities, and change lives.

Features

Motivate and retain employees by defining your culture
Drive ROI and growth by providing real value to your account holders and community
Earn CRA credit and make a huge impact to change lives

Why it’s great

The U.S. Department of Treasury is focused on hands-on experience-based learning. Banzai is your experience-based learning solution.

Presenter

Landon Glenn, President of Business Development
Glenn oversees business development, orchestrates industry partnerships, and is instrumental in Banzai’s strategic product decisions. He has spent his career helping individuals live debt-free.
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FinovateFall Sneak Peek: Interactions

By David Penn Posted on September 13, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Interactions

Interactions provides an omnichannel Intelligent Virtual Assistant that seamlessly combines AI and human understanding to enable businesses and consumers to engage in productive conversations.

Features

Omnichannel customer care across voice and digital channels
Voice biometrics service for ID and authentication
Context and persistence across channels
Personalized and relevant customer experience

Why it’s great
With Interactions IA, banks can offer more self-service – anytime, anywhere. Interactions utilizes AI and machine learning to deliver personalized experiences and seamless transitions across channels.

Presenter

Dan Fox, Senior Field Marketing Manager
Fox is focused on creating strategic marketing programs to support field sales efforts. He started with Interactions in 2011, and has presented at numerous conferences focusing on customer experience.
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FinovateFall Sneak Peek: Ocrolus

By Julie Muhn (@julieschicktanz) Posted on September 11, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Ocrolus

Ocrolus has developed the fastest and most accurate technology for automating the analysis of loan documents.

Features

Cash flow analytics
Cutting-edge fraud detection
Traceable data validation

Why it’s great
Ocrolus is the first regtech company backed by QED Investors.

Presenters

Sam Bobley, CEO
Bobley is a natural entrepreneur and co-founder of Ocrolus.
LinkedIn

Kevin Bailey, Director of Business Development
Bailey was Presidential appointee to the Treasury who has since devoted himself to fintech.
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FinovateFall Sneak Peek: Lomsy

By Julie Muhn (@julieschicktanz) Posted on September 11, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Lomsy

Lomsy brings credit closer to underbanked people with a low score, promoting their financial and social inclusion with personal loans and financial education.

Features

Fair: assesses creditworthiness with a multi-dimensional methodology
Easy: built by and for the Hispanic community
Fast: offers a 5-minute application process

Why it’s great
Lomsy works by the motto you are not a score by leveraging technology to empower underbanked people with credit and financial education.

Presenters

Enrique Huesca, CEO
Huesca is passionate about financial inclusion for Hispanics and holds more than 10 years of experience in high-level cabinet positions in the Mexican government.
LinkedIn

Jose Ramon Pardinas, CMO
With more than 10 years of experience in marketing, Pardinas’ career has taken him to work in both the creative and executive areas with an international perspective.
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Enrique Castro, CFO
With more than five years of experience in economics and a background in applied math, Enrique enjoys working with data to understand the underbanked, develop underwriting strategies, and improve processes.
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FinovateFall Sneak Peek: CASHOFF

By Julie Muhn (@julieschicktanz) Posted on September 11, 2018
Categories: CASHOFF, FinovateFall 2018, FinovateFall 2018 Sneak Peek

Inspired by creating a real value for banks’ customers, CASHOFF delivers strongly differentiated loyalty programs and tools for user experience enhancement with a granular approach based on transactional data.

Features

AI-powered cashback to banks’ customers by big-name brands
Comprehensive transactional data collection, enrichment and in-depth analysis
White label tools and gamification to amplify engagement

Why it’s great
Emerged consumer behavior patterns enable the anticipation of customers’ needs. Thus banks win increased loyalty, transactional activity, a tool for selling banking products, and new revenue streams.

Presenters

Lina Maria Perez, Sales Director
Perez is responsible for seeing the relationship from initial meeting to full integration. She’s also involved heavily in the marketing strategies and project management of all global operations.
LinkedIn

Billy Leung, Business Development Director
Leung is the director with extensive international expertise in digital banking and finance. He is also an entrepreneur having started his first business at the age of 8.
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FinovateFall Sneak Peek: Namaste Credit

By Julie Muhn (@julieschicktanz) Posted on September 11, 2018
Categories: FinovateFall 2018, FinovateFall 2018 Sneak Peek, Namaste Credit

Namaste Credit is the leading Indian marketplace for SMB and mortgage loans. Globally, the company licenses tools on a SaaS basis, including its AI Video CAM.

Features

Video-based tool that ensures high-quality document image capture
Built-in, automated banking track record and cash flow analytics
Easy to integrate into any mobile app

Why it’s great
Namaste Credit’s solutions, including its AI Video CAM, bridge the offline and digital worlds providing dense high-value data while being super-simple for customers to use.

Presenters

Lucas Bianchi, CFA, CEO & Co-Founder
Bianchi built and sold analytics outsourcing firm CopalAmba to Moody’s for $500 million. Prior to that, he analyzed and financed tech companies on Wall Street for 10 years. He holds a BA in Economics from Dartmouth College.
LinkedIn

Gaurav Anand, CFA, FRM, COO & Co-Founder
Anand analyzed and priced portfolios worth several billion at Credit Suisse, HSBC, and GE Capital. He has advised large institutions on SME portfolio risk at Moody’s, and holds an MBA from NMIMS, Bombay.
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