FinovateFall 2022 Sneak Peek

FinovateFall 2022 Sneak Peek: Responsive AI

FinovateFall 2022 Sneak Peek: Responsive AI
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Responsive AI

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Responsive AI is a B2B wealthtech company that scales better, personalized advice to more clients. Their flexible framework and APIs empower advisors to enrich engagement and increase productivity.

Features

  • Allows companies to see more, know more and do more for their clients
  • Provides holistic next best action
  • Includes wider data, deeper analytics

Why it’s great

Responsive builds better advice with wider holistic data, industry-leading behavioral analytics and accelerated time to insight. Scaling is made simple with Responsive’s modular, flexible framework.

Presenters

Day Wachell, CEO
Named one of BC’s top 25 Fintech CEOs, Day Wachell studied AI in the SymSys program at Stanford and Film at Columbia. His film and opera work has been seen at Tribeca, Sundance, and the Hammer Museum.
LinkedIn

Logan Grosenick, Chief Science Officer
Logan Grosenick is tenure-track in Neuroscience and Psychiatry at Cornell. He has 40+ articles in engineering, stats, and neuroscience journals and is leading the development of Reponsive’s ML engine.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Themis

FinovateFall 2022 Sneak Peek: Themis
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Themis

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Themis is the first compliance collaboration tool to help companies accelerate partnerships with vendors, banks and fintechs.

Features

  • Requires very little implementation time
  • Allows for seamless collaboration with internal and external partners
  • Includes a ready to use compliance framework

Why it’s great

Themis is the first collaborative compliance tool built by the compliance industry.

Presenter

Neepa Patel, Founder & CEO
Formerly Patel was an OCC Bank Regulator, a Chief Compliance Officer at a Fintech and a Compliance Officer at Morgan Stanley / Deutsche.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Nuance

FinovateFall 2022 Sneak Peek: Nuance
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Nuance

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Nuance (a Microsoft company) helps FIs create stronger relationships and better experiences for their customers and workforce.

Features

Through biometric authentication and fraud prevention, Nuance Gatekeeper:

  • Improves customer experiences
  • Lowers operational costs
  • Mitigates fraud losses and protects brands

Why it’s great

Nuance Gatekeeper provides both authentication and fraud prevention on a single platform that spans voice and digital channels.

Presenters

Amy Travers, Vice President, Security & Biometrics
Amy Travers works closely with banks and credit unions across North America to design biometric authentication and fraud prevention solutions that deliver the highest levels of security and customer experience.
LinkedIn

Rachel Muench, Security and Biometrics Executive
Rachel Muench is a Security and Fraud Specialist with Nuance. Like Amy Travers, her expertise is helping credit unions strike the right balance between authentication, fraud prevention and member experience.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Energy Shares

FinovateFall 2022 Sneak Peek: Energy Shares
By Madeline Clines Posted on
Categories: Energy Shares, FinovateFall 2022, FinovateFall 2022 Sneak Peek

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Energy Shares is a FINRA registered broker-dealer and equity crowdfunding platform for utility scale renewable energy projects in the U.S.

Features

  • Expands access to renewable energy investments
  • Accelerates the adoption of renewable energy in U.S.
  • Updates/expands U.S. power grid to meet rising electricity demands

Why it’s great

Energy Shares gives the power to invest directly in and own shares of renewable energy projects previously only accessible to institutional, corporate, and a limited number of retail investors.

Presenters

Mark Kapczynski, CMO
Kapczynski hails from a background working on the brand FreeCreditReport.com for Experian and served as an executive for Envestnet – Yodlee.
LinkedIn

Chloe Breau, Social Media & Community Manager
Breau is an expert in community-building and social media engagement.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Eltropy

FinovateFall 2022 Sneak Peek: Eltropy
By Madeline Clines Posted on
Categories: Eltropy, FinovateFall 2022, FinovateFall 2022 Sneak Peek

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Eltropy enables Community Financial Institutions to digitally engage in a secure and compliant way via text, video, audio, secure chat, and social messaging. With Eltropy’s world-class digital communications platform, financial institutions can improve operations, engagement, and productivity.

Features

  • Only credit-union-focused inbound and outbound omni-channel digital communication solution
  • Rated as Best Text and Omni-Channel Solution by CUNA Strategic Services
  • 300+ credit unions

Why it’s great

Eltropy has the only all-in-one inbound and outbound omni-channel solution designed for enterprise wide use across lending, collection, marketing, and contact centers.

Presenter

Dave Norton, CRO
Norton has spent his career building and selling SaaS solutions, big data analytics, AI and BI, data aggregation, and data platforms to Fortune 100 & 500 companies in the following sectors: Financial Services, Insurance, Property Management, Retail, Construction, Education, Government, and Restaurant/Hospitality.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: ASA

FinovateFall 2022 Sneak Peek: ASA
By Madeline Clines Posted on
Categories: ASA, FinovateFall 2022, FinovateFall 2022 Sneak Peek

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

ASA is an embedded fintech solution providing a clear path to innovation, scale and customer empowerment for financial institutions and fintechs, powering growth and opportunity for all.

Features

  • FIs turn on any new fintech without liability or risk
  • Customers privately and anonymously connect to fintechs
  • Both FIs and fintechs experience easier one-to-one vendor due diligence

Why it’s great

ASA solves liability and risk traditionally associated with financial institution/fintech partnerships, enabling unlimited innovation and customer choice powered by FIs.

Presenters

Landon Glenn, Founder & CEO
Glenn founded ASA to connect financial institutions with customer-facing fintechs in a secure, compliant and easy to implement marketplace.
LinkedIn

Lisa Gold Schier, CSO
Gold Schier drives the strategy of collaborative banking, creating a clear path to innovation, scale and customer empowerment through embedded fintech.
LinkedIn

Nick Hammerstad, CRO
Hammerstad is responsible for revenue/sales operations, leading revenue generation functions and developing strategic business partnerships through collaborative banking.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: TreviPay

FinovateFall 2022 Sneak Peek: TreviPay
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, TreviPay

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

TreviPay is the global B2B payments and invoicing network empowering trade networks for enterprises to SMBs in 32 countries in 19 currencies.

Features

  • Deepen customer relationships and loyalty
  • Drive revenue for SMB Banking with a sound and customizable risk structure
  • Simple go-to-market, no software integration required

Why it’s great

Grow small business banking, drive revenue and customer loyalty with the first payments network built for banks and their small business customers.

Presenter

Rissi Lovern, SVP, Head of Small Business Markets
Rissi Lovern delivers innovative payment solutions by leading global credit and lending risk. Her experience includes launching new lending products and risk management techniques.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Quilo

FinovateFall 2022 Sneak Peek: Quilo
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Quilo

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Quilo empowers financial institutions to provide digitally, instant installment loans that can be syndicated at the time of underwriting.

Features

  • Banks and credit unions can provide digitally, instant installment loans
  • System can syndicate any individual personal loan if needed
  • Syndication automatically occurs at time of underwriting

Why it’s great

Automatically syndicating an individual personal loan at the time of underwriting is revolutionizing. Quilo is proven to help more lenders provide more loans to more people than ever before.

Presenters

Don Shafer, Co-Founder & Chief Evangelist
Shafer has previously co-founded three other fintechs: Kasasa, BancLeasing and Banking Solutions and received E&Y Entrepreneur of the Year Award in 2011.
LinkedIn

Boris Fuzayloff, Co-Founder & CEO
Boris Fuzayloff is the Co-Founder & CEO of Quilo. Experienced hands-on senior technologist with a track record in leading technology teams that successfully deliver emerging technology solutions for the key transformational initiatives in leading financial services firms.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Privacy Lock

FinovateFall 2022 Sneak Peek: Privacy Lock
By Madeline Clines Posted on
Categories: FinovateFall 2022, FinovateFall 2022 Sneak Peek, Privacy Lock

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Privacy Lock offers one solution to global privacy compliance – without ever collecting or processing PII.

Features

  • Proprietary Data Mapping
  • Consumer Request Automation
  • Report and Auditing Automation
  • Global Jurisdiction Coverage

Why it’s great

Privacy Lock is the first product to offer privacy compliance automation without collecting, storing, or processing any PII.

Presenter

David Ritter, CEO
David Ritter has 10+ years experience in private equity and emerging technologies and six years in regtech. He served as Project Director of Donghu Group Investments, where he managed a portfolio with $1B (AUM).
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: FinGoal

FinovateFall 2022 Sneak Peek: FinGoal
By Madeline Clines Posted on
Categories: FinGoal, FinovateFall 2022, FinovateFall 2022 Sneak Peek

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

FinGoal’s insights platform sits atop digital banking and personal financial data. Their new Aggregator Switch Kit allows fintech developers to switch data aggregators in minutes.

Features

  • Coverage: The best, most enriched and open data in the industry.
  • Access: Data is shared easily across a company’s ecosystem.
  • Cost: Better cost structures for aggregation, enrichment and account verification.

Why it’s great

Fintech developers should not be hostage to their aggregation provider.

Presenters

Ariam Sium, VP of Product
Sium leads Product at FinGoal and uses the tenets of focus and value to govern each product decision made in the rapidly adapting world of fintech.
LinkedIn

Jenn Underwood, Product Analyst
Underwood brings an expertise in personal finance to FinGoal’s product development. Her passion for equitable financial services and value-based savings greatly enriches the UX.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Finalytics.ai

FinovateFall 2022 Sneak Peek: Finalytics.ai
By Madeline Clines Posted on
Categories: Finalytics.ai, FinovateFall 2022, FinovateFall 2022 Sneak Peek

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Finalytics.ai uses the power of big data and machine learning to help clients go beyond personalization and provide customers and members with a market of one digital experience.

Features

  • Create a dynamic, visitor-centric, digital platform ideal for online conversions
  • Create a positive digital experience & user journey
  • Implement an AI-enhanced CX in eight weeks

Why it’s great

The Finalytics.ai platform was designed specifically to leverage the relational aspect of the credit
union model, transforming the digital experience from “one size fits all” to a “segment-of-one.”

Presenters

Craig McLaughlin, Co-Founder & CEO
Craig McLaughlin is the Founder & CEO of Silicon Valley-based Finalytics.ai, the first digital platform to apply real-time big data and machine learning to address individuals’ financial needs.
LinkedIn

Thomas Novak, VP & Chief Digital Officer
Thomas P. Novak is VP & Chief Digital Officer at Visions Federal Credit Union where he oversees digital banking strategy and payments strategy supporting seamless end-to-end experiences.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook

FinovateFall 2022 Sneak Peek: Deposits

FinovateFall 2022 Sneak Peek: Deposits
By Madeline Clines Posted on
Categories: Deposits, FinovateFall 2022, FinovateFall 2022 Sneak Peek

A look at the companies demoing at FinovateFall in New York on September 12 and 13. Register today and save your spot.

Deposits offers banks, brands, and communities an easy, low-code solution for financial experiences like payments, mobile apps, and lending — whether they can program or not.

Features

  • Use Deposits’ bank office to set up a program easily
  • Manage program and set up controls in one place
  • Easily KYC customers

Why it’s great

Deposits wants to demonstrate the future of finance and plug-n-play finance, plus reach lenders with no-coding experience and who have a community to serve.

Presenters

Joseph Akintolayo, CEO & Founder
Joseph Akintolayo is actively shaping the future of technology by creating ethical products that solve complex problems in fintech, government and social enterprise.
LinkedIn

Samuel Ailemen, Director of Mobile and Identity
As a software engineer who loves research, Samuel Aileman solves real-world problems using new technologies.
LinkedIn

Share this:

Send Post Twitter LinkedIn Facebook