FinovateFall 2021

FinovateFall 2021 Sneak Peek: Income Discovery

FinovateFall 2021 Sneak Peek: Income Discovery
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Income Discovery

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Income Discovery increases a client’s retirement paycheck by as much as 30% by using AI to optimize strategies and simplify execution of the strategy.

Features

  • Maximum paycheck in retirement – increase by as much as 30%
  • Powerful one-click AI based optimization engine
  • Scalable paycheck disbursals for planned and unplanned spending

Why it’s great
Income Discovery solved the “nastiest, hardest problem in finance” by using AI to simplify the solution for increasing a client’s retirement paycheck by as much as 30%.

Presenter

Manish Malhotra, CEO & Founder
Prior to forming Income Discovery, Malhotra was a Senior VP at Citigroup Global Wealth Management, leading the application architecture function for strategic initiatives.
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FinovateFall 2021 Sneak Peek: Thinknum

FinovateFall 2021 Sneak Peek: Thinknum
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Thinknum

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Thinknum provides a real time alternative web data index for CIOs.

Features

  • Generate real-time insights about private and public companies via UI and API
  • Access 5+ years of history of alt web data on 500,000 companies updated daily
  • Visualize your insights and share dashboard

Why it’s great
Thinknum democratizes access to alternative data with an easy-to-use interface and API deployment at scale.

Presenter

Marta Lopata, Chief Growth Officer
Lopata is the Co-Founder and Chief Growth Officer at Thinknum Alternative Data and KgBase – a no-code knowledge graph tool.
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FinovateFall 2021 Sneak Peek: BANYAN

FinovateFall 2021 Sneak Peek: BANYAN
By oliver Posted on
Categories: BANYAN, Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

BANYAN creates an at-scale network that allows retailers to share receipt data with banks and fintechs through both API calls for individual transactions and batch calls for unlimited records at a time.

Features

  • The individual receipt gets matched to a transaction
  • The Scale of BANYAN today
  • The integrations are super clean and easy

Why it’s great
We get you SKU level data, and you can use it for any use-case within your organization as long as you conform with our data rights.

Presenters

Jehan Luth, CEO & Founder
Luth has a background touching receipt level data from multiple verticals. He worked in CPG while at Campbell’s Soup and fintech/OCR while building receipt capture apps for clinical trials at med school.
LinkedIn

Wil Schobeiri, CTO
Schobeiri brings over 15 years of technology, product management, and leadership experience to BANYAN, including CTO. He also had CPO roles at MediaMath and Revantage (a Blackstone company).
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FinovateFall 2021 Sneak Peek: Signal Intent

FinovateFall 2021 Sneak Peek: Signal Intent
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Signal Intent

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Signal Intent is reimagining financial guidance for the digital age. The company’s innovative platform transforms how banks and lenders engage customers at scale.

Features

  • Financial tools to engage and convert more customers
  • Shift from reactive to proactive marketing
  • Powerful customer data to prequalify and send relevant offers

Why it’s great
With millions of customer interactions happening every month, we’re building data models that empower banks to deliver personalized marketing and build stronger customer relationships.

Presenter

Matthew Covi, CEO & Co-Founder
Previously the Head of Growth at Stash, a fintech unicorn, Covi is now focused on reimagining financial guidance for the digital age.
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FinovateFall 2021 Sneak Peek: DocFox

FinovateFall 2021 Sneak Peek: DocFox
By oliver Posted on
Categories: DocFox, Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

DocFox is a SaaS business serving over 200 banks, fintechs, and credit unions helping them to onboard and perform ongoing due diligence for business and complex accounts.

Features

  • Seamless omni-channel account opening lets new clients interact online or in-branch
  • Document collection and review, allowing you to open accounts smoothly
  • Incredible client experiences

Why it’s great
DocFox is onboarding technology that creates incredible client experiences with ZERO manual effort and can intelligently read ANY document enabling automated business account opening.

Presenter

Ryan Canin, CEO
Canin is the CEO of DocFox, a digital tool which enables rapid account opening, customer onboarding, and automated complex workflows for business and commercial banking.
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FinovateFall 2021 Sneak Peek: Autobooks

FinovateFall 2021 Sneak Peek: Autobooks
By oliver Posted on
Categories: Autobooks, Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Autobooks‘s embedded modules for small businesses allows them to send digital invoices and accept online payments directly from a financial institution’s mobile or online banking application.

Features

  • Digital Invoicing
  • Online payment acceptance
  • In-app payment acceptance

Why it’s great
This new innovation directly integrates within the banking channel.

Presenters

Steve Robert, CEO & Founder
Robert is an accredited investor, adviser, and board member, who actively coaches, speaks, and blogs about start-ups, technology and entrepreneurship.
LinkedIn

Jo Jagadish, Head of Corporate Products, Services, & Innovation
Jagadish is the Head of Commercial Products and Innovation for TD Bank including Deposits, Cash Management, Global Trade Finance, Revenue Management, Product Sales Support, Servicing, and Implementations.
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FinovateFall 2021 Sneak Peek: Icon Savings Plan

FinovateFall 2021 Sneak Peek: Icon Savings Plan
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Icon Savings Plan

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Icon‘s Portable Workplace Savings is a new generation in workplace savings. The company’s platform removes the complexity, cost, and fiduciary risk from employers and delivers personalized saving and investing.

Features

  • A turnkey plan that can be set up in minutes
  • All employees qualify: W2 and 1099
  • Fully portable, Icon travels from job to job, no more rollovers

Why it’s great
Employers and employees both want radical simplification, affordability, and customizable retirement savings plans.

Presenters

Alex Rowley, Head of Advisory Services
Rowley is Head of Advisory Services at Icon Savings Plan.

Sasha Mace, CTO
Sasha Mace is CTO at Icon Savings Plan.

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FinovateFall 2021 Sneak Peek: Ocrolus

FinovateFall 2021 Sneak Peek: Ocrolus
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Ocrolus

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Ocrolus is a human-in-the-loop intelligent automation company that transforms documents into data analytics, helping financial services companies make high-quality decisions with accurate, trusted data.

Features

  • Verify key borrower data including cash flow, income, address, employment, identity, assets and liabilities
  • Eliminate data entry
  • Accelerate underwriting decisions

Why it’s great
Ocrolus works as a transparent API call, ingesting documents, identifying potential fraud, and providing actionable insights directly into your loan origination system.

Presenter

David Snitkof, VP Analytics
Snitkof is a technology entrepreneur and data and analytics leader with a successful track record of developing analytical systems, teams, and businesses from the ground.
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FinovateFall 2021 Sneak Peek: Posh

FinovateFall 2021 Sneak Peek: Posh
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Posh

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Posh is a conversational AI company that deploys chatbots and phone bots for banks, credit unions, and insurance companies, so they can save and make money while providing the best banking experience.

Features

  • Saves contact center reps time and money
  • Makes financial institutions money through bots’ marketing and sales capabilities
  • Creates the most enjoyable banking experience for customers

Why it’s great
Posh has recruited a 40+ person team comprised of many PhD graduates from MIT and Harvard who come from Google, Amazon, Nuance, and other top conversational AI companies.

Presenter

Karan Kashyap, CEO & Co-Founder
Kashyap and his co-founder created Posh while they were masters students at MIT’s AI Lab because they wanted to create cutting-edge conversational AI for all financial institutions. 
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FinovateFall 2021 Sneak Peek: UNest

FinovateFall 2021 Sneak Peek: UNest
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, UNest

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

UNest is a fintech app that helps parents build a better future for their kids by providing guidance and access to cost-effective financial solutions with a paperless approach that take 5 minutes!

Features

  • Set up a UNest Investment account in under 5 minutes
  • Earn investments in your child’s account through our 100+ partners with UNest Rewards
  • Easily have friends and family contribute a gift

Why it’s great
UNest is the fastest-growing fintech targeting millennial parents and now partnering with banks, credit unions, and employers to offer our solution.

Presenters

Garrett Gilbertson, Executive
Gilbertson is an Air Force veteran turned entrepreneur and investor. He is the founder of Startup Mavericks, Chairman of the Band of Angels Los Angeles and a Board Member at UNest.
LinkedIn


Peter Mansfield, CMO
Mansfield is an accomplished marketing professional with an impressive track record helping startups, growth stage, and corporate clients in fintech like Marqeta, Wallaby Financial, and Property Bridge.
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FinovateFall 2021 Sneak Peek: Partner HUB

FinovateFall 2021 Sneak Peek: Partner HUB
By oliver Posted on
Categories: Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek, Partner HUB

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Partner HUB‘s Invoice2RTP provides a customizable technology for banks to easily connect their corporate customers into bill pay and changes the face of B2C and B2B payments with faster payments and request-to-pay.

Features

  • New opportunity for banks to change the face of transaction banking
  • New overlay services
  • New value created for businesses and consumers

Why it’s great
FIS Global has chosen Partner HUB and invoice2RTP as a partner for providing the user interface and API layer for electronic bill payment and presentment and real time payments integrated with their payment solutions, in particular Open Payment Framework (OPF).

Presenters

Katalin Kauzli, Co-Founder
Kauzli is a co-founder of Partner HUB and is responsible for business development. Her mission is to make interoperable e-invoicing accessible to all enterprises.
LinkedIn

Peter Malaczko, CEO & Founder
Malaczko has been involved in invoicing IT development projects for the last 20 years both in the corporate and SME space.


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FinovateFall 2021 Sneak Peek: Atomic FI

FinovateFall 2021 Sneak Peek: Atomic FI
By oliver Posted on
Categories: Atomic FI, Finovate, FinovateFall 2021, FinovateFall 2021 Sneak Peek

A look at the companies demoing at FinovateFall on September 13-15, 2021. Register today and save your spot.

Atomic’s payroll connectivity provides the infrastructure for consumers to permission access to financial data and automate setting up and updating direct deposit payments.

Features

  • Streamline setting up and linking accounts, cards, and mobile wallets with a source of funds from payroll with either a full or fractional direct deposit switch
  • Source of alternative data for VOI/VOE
  • Enable consumer-permissioned access to financial data

Why it’s great
Atomic is the market leading provider of payroll APIs, trusted by 11 of the largest fintech firms, including digital-first neobanks, alternative lenders, and digital brokerages.

Presenters

Jeff Hendren, CRO
Hendren has held C-suite titles at global financial services and enterprise software businesses including CCO at Quovo and CEO at Kurtosys, among others.
LinkedIn

Lindsay Davis, Head of Markets
Davis is the Head of Markets at Atomic and Forbes contributor. Prior, she was the Senior Fintech Intelligence Analyst at CB Insights and her research is cited in the FT, WSJ, and NYT, among others.
LinkedIn

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