FinovateFall Sneak Peek: Ballooning Nest Eggs

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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.
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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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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.
LinkedIn

FinovateFall Sneak Peek: Crypterium

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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.
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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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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.
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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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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.
LinkedIn

FinovateFall Sneak Peek: Lomsy

A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.

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.
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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.
LinkedIn