FinovateFall 2023 Sneak Peek |

FinovateFall 2023 Sneak Peek: Wysh

By Madeline Clines Posted on August 23, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Wysh

Life Benefit by Wysh is an innovative value-add that embeds micro-life insurance into deposit products, providing differentiation, cost management, and financial inclusivity.

Features

Attracts, retains, and differentiates deposits
No opt-in, underwriting, or sign up
Seamless integration in under 30 days

Why it’s great

Life Benefit brings protection to each company’s deposit strategy while also cultivating a way to differentiate among a sea of indistinguishable deposit offerings.

Presenter

Alex Matjanec, CEO & Head of Vision
Matjanec has dedicated his career to empowering people to have the full confidence of financial protection.
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FinovateFall 2023 Sneak Peek: Uprise

By Madeline Clines Posted on August 23, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Uprise

Uprise empowers financial companies to embed high quality human+AI-powered financial advisory, unlocking new revenue and a higher level of service with holistic financial planning.

Features

Offers a more affordable financial advisory experience (10-30x more in some cases)
Delivers more revenue for partners (4x more per customer in some cases)
Provides cross-selling opportunities with users adopting 1-2 new financial products per plan

Why it’s great

Uprise is making the most affordable financial advising experience ever and embedding with innovative companies to bring it to their users.

Presenters

Chris Goodmacher, Co-Founder
Goodmacher is the Co-Founder of Uprise, a platform that empowers companies to embed high quality, AI-powered financial advisory. He was previously an early Justworks employee.
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Nantha Muthusamy, Co-Founder & Head of Engineering
Muthusamy is the Co-Founder & Head of Engineering for Uprise, which empowers companies to embed high quality, AI-powered financial advisory. He was previously at Facebook.
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FinovateFall 2023 Sneak Peek: Cashy

By Madeline Clines Posted on August 22, 2023
Categories: Cashy, FinovateFall 2023, FinovateFall 2023 Sneak Peek

Cashy engages financial institutions’ Gen Z customers through gaming and education. Simulating real-life scenarios, players compete to grow their assets while remaining happy.

Features

Engage Gen Z: Cashy’s average monthly engagement time is 80 minutes
Build trust: Experience is co-branded
Convert: Personalized rewards get 5x industry average CTRs

Why it’s great

Cashy helps companies engage Gen Z like no other product. Teenagers and young adults literally jump from their chairs while playing.

Presenter

Mart Vainu, CEO
Vainu is a serial entrepreneur who, after having taught finance to over 3,000 students, saw that to reach 30 million, it had to be as entertaining as TikTok.
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FinovateFall 2023 Sneak Peek: Apiture

By Madeline Clines Posted on August 22, 2023
Categories: Apiture, FinovateFall 2023, FinovateFall 2023 Sneak Peek

Apiture delivers award-winning digital banking solutions to financial institutions throughout the U.S., including consumer/business banking as well as innovative data intelligence and embedded banking.

Features

Apiture’s AI-based tool, Sensei, provides

Real-time insights and recommendations about financial standing
Insights based on customer data
Greater customer stickiness

Why it’s great

Sensei from Apiture empowers financial institutions to establish highly personalized, consultative relationships with their customers in the digital environment.

Presenter

Daniel Haisley, Executive VP of Innovation
Haisley leads Apiture’s innovation efforts encompassing data intelligence and API banking solutions.
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FinovateFall 2023 Sneak Peek: Peach

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Peach

Peach helps users pay off their loans and accelerate their debt-free timeline.

Features

The Peach app is a debt management tool that allows users to

Easily understand their loans
Monitor their credit
Set up a plan to become debt-free

Why it’s great

Peach is a consumer fintech app committed to rewriting the way credit is assessed and managed, enabling Americans to achieve their financial goals.

Presenter

Puneet Thiara, COO
Prior to Peach, Thiara worked in asset management and investment banking, specializing in analytics, research, and sales roles. She has her BA in Economics from Northwestern and her MBA from Wharton.
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FinovateFall 2023 Sneak Peek: Debbie

By Madeline Clines Posted on August 22, 2023
Categories: Debbie, FinovateFall 2023, FinovateFall 2023 Sneak Peek

Debbie is the rewards platform for debt payoff, using behavioral psychology to help incentivize debt payoff and savings. The organization is launching Rate Crusher, their credit card refinance marketplace for credit unions and other financial institutions.

Features

Connect with highly motivated and young borrowers
Further incentivize deposits
Boost engagement and reduce debt

Why it’s great

Debbie’s solution targets the underlying root cause of negative financial behavior and incentivizes good habits. Their users are primed to succeed.

Presenters

Rachel Lauren, COO & Co-Founder
Lauren has built up the Debbie userbase to over 20k people. She was previously a venture capital investor at BDMI and equity research associate at Credit Suisse.
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Frida Leibowitz, CEO & Co-Founder
Leibowitz is responsible for the product vision and execution at Debbie. She previously worked in credit risk at Marcus by Goldman Sachs.
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FinovateFall 2023 Sneak Peek: Wealth Access

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Wealth Access

Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data.

Features

Overcomes siloed processes by integrating records
Enables hyper-personalized experiences across multiple business lines without borders
Provides actionable insights to uncover complete customer stories

Why it’s great

Wealth Access intelligently unifies records across multiple systems and enables service teams to bolster customer loyalty, resulting in high ROIs that are 15x their spend.

Presenter

David Benskin, CEO & Founder
Under Benskin’s leadership, Wealth Access has sustained profitability and a robust core business CAGR of 37% over the past four years.

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FinovateFall 2023 Sneak Peek: HappyNest

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, HappyNest

HappyNest, a revolutionary commercial real estate investing and savings mobile app, grants access to quality real estate projects to all Americans with a minimum investment of $10.

Features

Offers accessible real estate investing at a low minimum entry
Rounds up purchases to invest them into real estate
Provides amazing personalization for investors

Why it’s great

HappyNest is a fast-growing real estate company that provides access to high-quality commercial real estate investment opportunities to non-accredited investors starting with $10.

Presenter

Jesse Prince, Co-Founder & CEO
Prince, a combat veteran, CEO of HappyNest, and a seasoned commercial real estate entrepreneur, is passionate about making real estate investing accessible to everyone.
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FinovateFall 2023 Sneak Peek: Setuply

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Setuply

Setuply is a cutting-edge client onboarding automation platform for B2B solution providers. The Setuply platform makes onboarding scalable, improves client engagement, and helps safeguard clients’ sensitive data.

Features

Provides real-time insight into the revenue at stake to prioritize work
Offers a scalable and repeatable onboarding process
Enhances client engagement and collaboration

Why it’s great

Transform brand new clients into brand champions with seamless onboarding using Setuply.

Presenters

Rachel Lyubovitzky, CEO
Lyubovitzky is a serial B2B enterprise entrepreneur, investor, and published author passionate about technology innovation.
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Katie Curran, Solutions Engineer
Curran has extensive experience in data visualization and analysis helping to create seamless alignment between tech solutions and client needs.
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FinovateFall 2023 Sneak Peek: SESAMm

By Madeline Clines Posted on August 17, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, SESAMm

SESAMm is a fintech company specializing in big data and artificial intelligence. It provides analytics and investment signals from over 20 billion web data points using NLP.

Features

SESAMm is incorporating a version of Chat GPT into its solutions. Going forward, users will have the ability to interact with SESAMm to seamlessly monitor ESG controversies and produce ESG analysis.

Why it’s great

These new features, powered by generative AI, reinforce SESAMm’s commitment to developing solutions that enhance risk mitigation and streamline processes for financial firms.

Presenter

Sylvain Forté, CEO
Forté’s passion for artificial intelligence and finance led him to create SESAMm in 2014. He holds a double degree in engineering from Germany and France.
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FinovateFall 2023 Sneak Peek: Fundica

By Madeline Clines Posted on August 17, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Fundica

Fundica’s funding search engine serves as a business client acquisition and retention tool for FIs and other business-support organizations by enabling them to truly democratize access to funding.

Features

Effortlessly generate new business leads and retain clients
Gather business firmographics and funding needs
Organically promote diversity, equity, and inclusion

Why it’s great

Fundica’s funding search engine makes business-support organizations a more complete, one-stop funding destination for SMBs by effortlessly extending their service offering at scale.

Presenter

Mike Lee, CEO & Co-Founder
Lee has held leadership roles in technology organizations, secured over $350M in government funding, and holds Engineering, MBA, and CFA designations.
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FinovateFall 2023 Sneak Peek: 1Kosmos

By Madeline Clines Posted on August 17, 2023
Categories: 1Kosmos, FinovateFall 2023, FinovateFall 2023 Sneak Peek

1Kosmos’ BlockID provides workers and customers with convenient, passwordless, multi-factor authentication with the added security of identity verification to help prevent identity fraud and account takeover.

Features

Self-service, KYC-compliant identity proofing with tailorable onboarding journeys
Reusable, NIST certified IAL3/AA3 MFA for strong customer authentication
GDPR-compliant privacy-by-design with immutable audit trail

Why it’s great

1Kosmos’ software-as-a-service platform, certified to NIST, FIDO2 and iBeta PAD2 specifications, supports identity proofing and passwordless multi-factor authentication for workers and customers.

Presenters

Sheetal Elangovan, Product Manager
Elangovan is the Product Manager of the admin experience on the BlockID platform and Product Design Lead for all products being built at 1Kosmos.
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Jens Hinrichsen, SVP, North American Sales
Hinrichsen is a career business growth leader, having held a variety of sales and marketing roles across the cybersecurity, fraud, and digital user experience spaces.
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