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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The  ABCs of Digital Transformation: B is for Blockchain

Finovate has curated an additional summit day that will take place the day after FinovateFall on September 27. The exclusive summit day kicks off at 8am and will focus on two of the technologies that are driving fintech innovation forward in the 21st century: Artificial Intelligence and Blockchain Technology. Be sure to register if you’re interested in taking part in these conversations.

Here we’ll preview the Blockchain Technology track.

B is for Blockchain Technology

Our blockchain discussion kicks off with a keynote address from Daniel Gorfine, Director of LabCFTC and Chief Innovation Officer at the U.S. Commodity Futures Trading Commission (CFTC). Formerly VP for External Affairs and Associate General Counsel with OnDeck, Gorfine will also participate in our Wednesday panel discussion, Demystifying the Myth: Separating the Blockchain Hype from the Reality – The Good, the Bad, and the Future of Money Supply.

Gorfine made headlines earlier this year when he warned against “hasty regulatory pronouncements” during Congressional testimony before the House Committee on Agriculture. He said:

Indeed, while some may seek the immediate establishment of bright lines, the reality is that hasty regulatory pronouncements are likely to miss the mark, have unintended consequences, or fail to capture important nuance regarding the structure of new products or models.

Finding the balance between regulation and innovation where new technologies like the blockchain are concerned will be a theme our speakers will likely address more than once during our Blockchain track.

As befits a topic as controversial as blockchain technology, our Blockchain summit day also will include a trio of debates and a real applications showcase to introduce interesting use cases involving the blockchain and distributed ledger technology. Our first conversation of the day is a C-Suite Debate moderated by Trustology’s Head of Operations, Boris Spremo, that will consider the ways financial services companies have leveraged distributed ledger technologies to cut costs and improve efficiency. The debate will feature Ian Putter of Standard Bank Group, Joyce Shen of UC Berkeley, Ron Quaranta of Wall Street Blockchain Alliance, and Helen Altshuler of Google/SafeChain.

We will also examine the role of blockchain technology in the enterprise. Our debate, Running Blockchain Projects by Banks, Insurance and Investment Firms, provides a “from the boardroom perspective” on how to make enterprise blockchain projects a success. Hosted by Evolve Capital Partners’ Alex Koles, this debate features Banca Mediolanum’s Demetrio Migliorati, Vanguard’s John Evans, Northern Trust’s Arijit Das, Prudential’s Anindya Sengupta, and Tata Consultancy Services’ Gomathy Subramanian.

Our third debate of the Blockchain Technology summit reviews the role of fintechs in advancing blockchain technology. Fintechs as Enablers of Change: Collaboration and Partnership – How to Do it Right? will feature Goldmoney’s Roy Sebag, Yang Ventures’ David Friedman, and UC Berkeley’s Joyce Shen examining ways that FIs and fintechs can build relationships that are beneficial to both parties. Moderated by Peter Sexton of the International Trade Administration, this discussion will include real world examples and examine journeys taken by financial firms.

We will also take a specific look at cryptocurrencies. Our In the Spotlight panel, moderated by Morgan Polotan of Genacast Ventures, will consider the status of cryptocurrencies as an alternative financial asset, review the rise of ICOs and the current landscape for initial coin offerings, as well as discuss tokenization and token business models. Our panelists for this conversation are Jeff Koyen of 360 Blockchain USA, Rob Nance of CityBlock Capital, Raphael Ouzan of Thrive Capital, and Ron Quaranta of Wall Street Blockchain Alliance.

Our afternoon sessions will focus on successful use cases of blockchain technology. Arijit Das, SVP for FinTech Solutions and Enterprise Messaging at Northern Trust, will discuss leveraging blockchain for private equity fund management. And our real applications showcase will feature Ian Putter of Standard Bank Group, Helen Altshuler of Google/SafeChain, and Finhaven’s Dohyung “DH” Kim looking at identity management, payments, smart contracts and other business operations and processes where blockchain technology can and is being deployed.

Already registered for the main 3-day FinovateFall event but would like to add on the summit for the discounted rate? Please reach out to customer services at register@knect365.com or +1 (888) 670-8200 to activate the discount. 

The ABCs of Digital Transformation: A is for Artificial Intelligence

 

Finovate has curated an additional summit day that will take place the day after FinovateFall on September 27. The exclusive summit day kicks off at 8am and will focus on two of the technologies that are driving fintech innovation forward in the 21st century: Artificial Intelligence and Blockchain Technology. Be sure to register if you’re interested in taking part in these conversations.

Here we’ll preview the Artificial Intelligence track.

A is for Artificial Intelligence

Our Artificial Intelligence Fintech Summit will begin with Wells Fargo & Company’s Brad Stewart who is SVP for the bank’s Artificial Intelligence Enterprise Solutions group. Analysts believe that artificial intelligence (AI) will play a major role in financial services and commerce, driving greater personalization, efficiency, and security. Wells Fargo CEO and President Tim Sloan highlighted the potential for AI to transform banking by comparing it with events from his own 30-year experience in the industry:

I remember starting out as a retail banker when the first ATM was delivered to our branch! The ATM was revolutionary because it provided customers with a different way to do business with us. But innovation in financial services isn’t about delivering the latest technology. It’s about providing customers with better information in the moment, so they can make better decisions.

With Tata Consultancy Services estimating that people will manage 85% of business relationships without human interaction by 2020, AI will help shape the future of fintech. In his keynote address, Driving Organizational Transformation with AI, Stewart will look at the impact of artificial intelligence in financial services, providing a context for the expectations we should have when it comes to dealing with this new and evolving technology. Similar themes will be addressed by Optimove CEO and Founder Pini Yakuel during his midday discussion on How Science Builds Relationships.

Our AI track will also feature case studies that help us understand how banks are putting AI to work. Chief Analytics Officer for Commonwealth Bank of Australia Emil Matsakh will lead a discussion titled Mastering Adoption of Advanced Analytics and AI, that will look at the challenges of integrating AI in the enterprise. Jake Tyler, founder and CEO of Finn.AI, and Sumit Sarkar, head of Customer Experience & Strategy for Personal Banking at BMO will talk about the launch of BMO’s conversational AI solution, BMO Bolt, and share key metrics and early results.

A third opportunity to hear about AI in action comes in our real applications showcase. This conversation will feature data scientists and technical architects Hari Ramamurthy of Kuflink, Agnes Tourin of New York University, Jeffrey Yau of AllianceBerstein, Julia Romero of Haven Life, and ShanShan Li of Mass Mutual, who will share their experiences with and insights into AI’s business applications.

We’ll also get to hear a few fightin’ words where AI is concerned. A series of debates scheduled throughout the day will provide some lively and spirited conversation about some of the more controversial aspects of artificial intelligence. Sears Merritt, VP & Chief Data Scientist for MassMutual, and Katie Meyers, SVP & Chief Data Scientist for Farmers Insurance, will debate the latest data management strategies for successful AI.

Neeraj Arora, Global Head of Decision Science and Data Automation, Personal Insurance, AIG will moderate a debate how fintechs and corporates can build a productive partnership in AI. Participating in this conversation will be Veronica Osinksi, Founding Managing Partner, Trifecta Capital; Max Chee, Head of Aquiline Technology Growth, Aquiline Capital Partners; and Dan Dall’Asta, Partner, Route 66 Ventures.

Ellen Carney, Principal at Forrester Research, will sit down with Head of Artificial Intelligence and Machine Learning at HCSC, Imir Arifi, to discuss how to build a “foundation for success” when it comes to introducing robotics into financial services and AI.

This track will also feature a roundtable on how to use AI to add value to the customer experience. This session features Beyond the Arc’s Steven Ramirez, Swiss Re Management Corporation’s Jerry Gupta, Wells Fargo’s Ryan Miller, USAA’s Darrius Jones, Celent’s Daniel Latimore, and Ally Financial’s Aravind Rajasekaran.

Already registered for the main 3-day FinovateFall event but would like to add on the summit for the discounted rate? Please reach out to customer services at register@knect365.com or +1 (888) 670-8200 to activate the discount. 

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.
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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

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.
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FinovateFall Sneak Peek: CASHOFF

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

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.
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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

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

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.
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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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FinovateFall Sneak Peek: ING Bank Slaski

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

ING Bank Slaski’s ING Invoice Financing is a simple and 100% online tool allowing entrepreneurs and small companies to receive their money earlier, in just a few clicks, without leaving the office.

Features

  • Fully online
  • Simple and user friendly
  • Instant credit decisions

Why it’s great
It’s an innovative online tool that enables entrepreneurs and small companies to manage their liquidity issues.

Presenters

Ewa Szerszen, Deputy Press Spokesperson
Szerszen is a communications specialist with more than 10 years of experience in media relations and corporate communication. She is responsible for shaping public relations and external communication for ING in Poland.
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Maciej Bukowiec, Product Owner – Corporate Clients Business Line
Currently the product owner at ING Innovation Lab, Bukowiec is responsible for developing and delivering banking and beyond banking solutions.
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FinovateFall Sneak Peek: AI Foundry

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

AI Foundry is creating a one-office, future-ready, and frictionless mortgage process with Agile Mortgages.

Features

  • Reduces risk and cuts time to close a loan in half
  • Increases pull through ratio by 50%
  • Reduces time-to-close by 50%

Why it’s great 
AI Foundry’s solution brings together the lending front and back office, creating a digital office to streamline and automate the entire mortgage process.

Presenters

Steve Butler, Founder and President
As a leader with a track record of building growth-oriented companies, Butler heads AI Foundry, an AI/machine learning startup focused on automating complex processes.
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Adam Lombardo, CIO
Lombardo is improving the borrower mortgage experience as chief information officer at Atlantic Home Loans.
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Alla Eizenberg, Solution Architect
Eizenberg has 20 years of software product and solution experience in varying roles including software development, continuous engineering leadership, solution management, and architecture and pre-sales consulting.
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FinovateFall Sneak Peek: Modelshop

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

Modelshop is a low-code platform that enables business analysts to create analytic applications that manage customer risk and optimize profitability.

Features

  • Connect financial customer data from across the enterprise
  • Create risk, profitability and pricing calculations without coding
  • Deploy real-time customer treatment APIs that drive action

Why it’s great
Modelshop’s vision is to empower citizen developers to quickly create and deploy analytic applications in a collaborative, low-code platform.

Presenter

Tom Tobin, Founder and CEO
Tobin has held CTO level technical as well as business leadership roles at General Dynamics, FICO, Oracle, HP and Fiserv, delivering innovative analytic application platforms.
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