FinovateFall 2019 Sneak Peek Archives - Page 4 of 6

FinovateFall Sneak Peek: BidMoni

By David Penn Posted on September 12, 2019
Categories: BidMoni, FinovateFall 2019, FinovateFall 2019 Sneak Peek

A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

BidMoni designed FiduciaryShield as an online platform to create a more efficient 401(k) marketplace infusing technology into what was once a time-consuming and cumbersome process.

Features

401k marketplace with a transparent, fast, and simple provider selection process
Ongoing automated fee analysis and monitoring
Process documentation as required of fiduciaries by ERISA

Why it’s great
Offers a 401(k) marketplace allowing users to easily shop for plan providers and enables ongoing fee monitoring and analysis of service providers as required by ERISA.

Presenters

Stephen Daigle, CEO
Over the past decade, Daigle has assisted 401(k) plans with vendor selection witnessing incredible inefficiencies and conflicts of interest which lead to BidMoni‘s founding.
LinkedIn.

Kendall Dixon, CTO
Dixon carries a strong business and technology background with over a decade of experience consulting with and designing software for SMBs within the financial sector.
LinkedIn.

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FinovateFall Sneak Peek: Noonum

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, Noonum

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

Noonum solves information overload by summarizing and contextualizing unstructured data, powered by the connected intelligence of a continually evolving semantic knowledge graph generated using artificial intelligence and natural language processing.

Features

News intelligence and concept exposure
Value chain
Bring your own data

Why it’s great
Get ambient and hidden intelligence to know what you don’t know. Combine external insights with internal data with bring your own data. Complete business and market research faster.

Presenters

Shankar Vaidyanathan
Vaidyanathan has more than 20 years of experience at Microsoft as an engineering leader driving the success of cloud, data, and machine learning products. He holds more than a dozen patents.
LinkedIn

Darian Parrish
Parrish has a background in engineering and an MBA in finance. Most recently he ran a systematic hedge fund. He enjoys working for agile startups and solving challenging problems for customers.
LinkedIn

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FinovateFall Sneak Peek: Finzly

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, Finzly

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

Finzly (formerly SwapsTech) is focused on enabling digital banking transformation for banks of all sizes. The company is dedicated to freeing banks from the limitations of their core systems and vendors.

Features

Open, hyper-scalable, flexible bank operating system
App store ecosystem with a range of valuable banking applications on a single platform
Modern, omni-channel digital user experience

Why it’s great
Finzly BankOS makes it easy for banks to modernize their customer offerings and take advantage of the latest cutting edge technology with open, API-driven, digital online banking.

Presenters

Brian Anderson, Vice President, Sales and Marketing
Anderson has over 25 years of experience helping financial institutions discover, implement, and profit from the latest in fintech.
LinkedIn

Terry Howell, Chief Technology Officer
Howell is a technology leader with 20 years of experience guiding brilliant engineering teams to deliver innovative, valuable solutions to customers.
LinkedIn

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FinovateFall Sneak Peek: BreachRx

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: BreachRX, FinovateFall 2019, FinovateFall 2019 Sneak Peek

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

BreachRx’s platform provides automation across the enterprise, enabling organizations to respond to cyber incidents efficiently and in compliance with relevant regulations, policies, and contracts.

Features

Incident response that is automatically tailored and up-to-date
One platform for all business silos that are responsible for incident response
One system of record for audit and regulators

Why it’s great
BreachRx will change data breach response from a crisis to a routine business process.

Presenter

Andy Lunsford, CEO
Lunsford is a privacy law expert with a decade of experience in large-scale commercial litigation. He first began working on data security issues when his firm represented ChoicePoint in 2004.
LinkedIn

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FinovateFall Sneak Peek: Kindur

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, Kindur

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

In a complex, post-pension world, Kindur’s signature retirement paycheck helps modern retirees simplify managing retirement income and helps make their savings last longer.

Features

Analyze customers’ financial pictures
Use proprietary technology to build a personalized retirement paycheck
Sequence retirement income withdrawals to lower taxes

Why it’s great
Based on your retirement needs and goals, Kindur builds you a retirement paycheck- the ultimate simplification of managing retirement income- so your savings last longer.

Presenter

Rhian Horgan, CEO
Horgan is the CEO of Kindur and a financial industry veteran. She is on a mission to eliminate modern retirees’ number one fear– running out of money.
LinkedIn

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FinovateFall Sneak Peek: Meniga

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, Meniga

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

Meniga is a global leader in digital banking solutions working with some of the largest banks in the world to improve customer engagement and develop new business models.

Features

SaaS banking data consolidation, enrichment, and categorization
Personalized rewards and offers for banking customers
Social responsibility by helping the planet

Why it’s great
Banking data can help save the planet.

Presenters

Ólafur Óskar Egilsson, VP of Product
Egilsson has been instrumental in leading Meniga’s product team for three years. He has extensive experience in working in fintech and banking.
LinkedIn

Isabel Moratiel, Business Development Manager
Moratiel has experience in diverse areas of fintech, SME lending, international credit scoring, and digital banking. She has been at Meniga for over three years working in business development.
LinkedIn

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FinovateFall Sneak Peek: Owl.co

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, owl.co

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

Owl.co is a customer insight engine bringing external attributes for better decision making. In just one year, Owl is working with 10 of the largest financial institutions in North America.

Features

Derives customer insight from thousands of databases in real time
Takes a fully modular approach to fit within enterprise processes
Surpasses regulation requirements with end-to-end encryption

Why it’s great
Owl.co offers enhanced personalized onboarding, enhanced customer due diligence, and fraud detection. All of this is available on a zero-knowledge platform where nobody but the intended party can see the data.

Presenter
Vahid Mirjalili, Co-founder and COO
Formerly at BCG, Mirjalili led a multi-million dollar digital transformation of financial institutions in Canada and the U.S.
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FinovateFall Sneak Peek: VeriTran

By Julie Muhn (@julieschicktanz) Posted on September 10, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, VeriTran

A look at the companies demoing live at FinovateMiddleEast on November 20 and 21, 2019 in Dubai. Register today and save your spot.

VeriTran’s Low-Code Platform streamlines the creation, development ,and roll-out of digital business applications in record time with a visual and intuitive model and drag-and-drop interface. Creating an app with its Low-Code Platform is simple and does not require technical expertise in programming, security, graphic design, or UX to put world-class apps at an end user’s fingertips.

Why it’s great
Clients can execute in months what often takes years. A project that takes upwards of twenty-four months can be created with VeriTran in just six months.

Omar Arab, VP Corporate Business Development – U.S. Market
Arab combines advisory, creative, and technological capabilities with an innovation culture and specialist knowledge of the financial sector.
LinkedIn

Greynier Fuentes, Solutions Manager
Fuentes has 15 plus years of achievement leading areas of solutions development for financial services. He is entrepreneurial and innovative by nature.
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FinovateFall Sneak Peek: College Aid Pro

By David Penn Posted on September 5, 2019
Categories: College Aid Pro, FinovateFall 2019, FinovateFall 2019 Sneak Peek

A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

College Aid Pro (CAP) is an innovative, college planning technology for, and supported by, an engaged community of financial advisors. CAP is changing the way America shops for college.

Features

Demystifies financial aid, providing accurate net cost projections at thousands of schools
Provides a process for guiding families to better college outcomes
Supported by a community of professionals

Why it’s great
There is currently no such thing as a financial advocate for Gen-X families with college bound teens. CAP is growing a movement of professionals with the tools and resources to provide that service.

Presenters

Joe Messinger, Co-Founder
Messinger has helped hundreds of Gen X families navigate the college funding maze through his RIA Capstone Wealth Partners, while training thousands of advisors to replicate his process.
LinkedIn

Matt Carpenter, Co-Founder
Carpenter is a leading expert in the opaque process of higher education funding and financial aid. His firm, College Funding Services, has helped thousands of families cut the cost of college.
LinkedIn

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FinovateFall Sneak Peek: Edmit

By David Penn Posted on September 5, 2019
Categories: Edmit, FinovateFall 2019, FinovateFall 2019 Sneak Peek

A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

Founded by recognized university leaders, Edmit’s award-winning software provides personalized insights and advice to help families make smarter college financial decisions, leading to less debt.

Features

Build brand trust and provide insights and expertise in a high anxiety major investment
Become a “one stop shop” for holistic financial wellness
Introduce a differentiated college-related product

Why it’s great
Families that use Edmit make smarter college financial choices leading to less debt and better life outcomes.

Presenters

Nick Ducoff, Co-Founder and CEO
Ducoff was previously Northeastern University’s VP for New Ventures. He previously co-founded Infochimps, acquired by DXC, and was a VP at Boundless, acquired by Follett. He started his career in law.
LinkedIn

Sabrina Manville, Co-Founder
Manville was previously AVP at Southern New Hampshire University and previously worked at Pearson and Coursera. She has an MBA from Stanford and a BA in Religious Studies from Yale.
LinkedIn

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FinovateFall Sneak Peek: Insuritas

By David Penn Posted on September 5, 2019
Categories: FinovateFall 2019, FinovateFall 2019 Sneak Peek, Insuritas

A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

Insuritas is debuting the world’s first end-to-end quote and buy platform for business insurance to be fully integrated via API within a digital banking ecosystem.

Features

Revenue from digital banking
Seamless insurance for small businesses
Fully integrated solution allowing the bank to own the customer journey

Why it’s great
iInsure for Businesses empowers banks to transform their digital banking platforms and investments into platforms that drive non-interest income, customer wallet share, and retention.

Presenter

Matt Chesky, President
Chesky was recognized by Hartford Business Journal and Connecticut Magazine in 2018 as a “40 Under 40” recipient. He graduated from Yale University in 2012 with a degree in Economics.
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FinovateFall Sneak Peek: Andes Wealth Technologies

By David Penn Posted on September 5, 2019
Categories: Andes Wealth Technologies, FinovateFall 2019, FinovateFall 2019 Sneak Peek

A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

Founded by an award-winning fintech veteran, Andes Wealth Technologies offers the “Google Maps for Financial Advisors,” a set of unique, modern tools to transform the wealth management experience.

Features

Risk Tolerance Test: The best ever.
Real-Time Risk Monitor: 360° risk visualization for markets and portfolios.
Practical Behavioral Finance, including a special tool for baby boomers.

Why it’s great
Unique ideas and visualizations. Beautiful yet practical tools backed by rigorous research and robust data analytics. It will indeed revolutionize the advisor and client experience.

Presenter

Helen Yang, Founder and CEO
A winner of the prestigious Harry Markowitz Award in 2011, Yang has 20+ years of leadership in Fintech and holds an MBA from MIT.
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