FinovateFall 2024

FinovateFall 2024 Sneak Peek Series: Part 3

By Madeline Clines Posted on
Categories: Abrigo, Bancography, Diadem Capital, Efigence, FinovateFall 2024, FinovateFall 2024 Sneak Peek, iDENTIFY, Nest Bank, Rapid Finance, Winnow

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

Abrigo

Abrigo has been trusted by 2,500+ financial institutions for over 20 years to fight financial crime. The organization’s FinCrime suite includes market leading AML and fraud solutions.

Features

  • Offers AI/ML-powered check image analysis
  • Delivers nationwide consortium of check fraud data
  • Includes configurable rules engine

Who’s it for?

U.S. banks and credit unions.

Bancography

Branches consume sizable capital and noninterest expense costs. Bancography Plan maximizes those investments by identifying opportunities to deploy new branches and reconfigure or close current ones.

Features

  • Examine prospective merger candidates
  • Identify overlapping branches and forecast attrition
  • View full pro forma financial impact, before and after closures
  • Detect impacts on efficiency ratio and ROA

Who’s it for?

Banks and credit unions.

Diadem Capital

Diadem Capital is a deal flow engine and fundraising solution connecting private companies to private capital ranging across venture capital, private equity, venture debt, and non dilutive funding sources.

Features

Diadem Capital helps investors and lenders streamline due diligence, showcasing only the top prospects. Founders get one-to-one intros to otherwise inaccessible investors.

Who’s it for?

Diadem Capital is a two-sided marketplace catering to any private capital provider looking for deals and private company looking for capital. It is sector, stage, and geography agnostic.

iDENTIFY

iDENTIFY revolutionizes banking with a data validation tool that seamlessly integrates legacy and modern tech, transforming raw data into actionable insights for banks.

Features

  • Offers real-time data validation
  • Delivers seamless integration
  • Provides enhanced insights

Who’s it for?

Banks and credit unions.

Nest Bank & Efigence

Nest Bank, Poland’s first AI-enhanced bank, offers entrepreneurs and individuals innovative payment methods and personalized services. Efigence is a technology company that has been in operation since 1995.

Features

  • Expense tracking: Monitors and categorizes spending
  • AI-driven predictions: Forecasts future trends from users’ past actions
  • Placing instructions: Makes money transfers or issues virtual cards

Who’s it for?

Nest! has a diverse range of clients: Individuals and entrepreneurs who drive over 50% of Poland’s GDP.

Rapid Finance

Rapid Finance empowers enterprises to streamline their small business lending program. Lynx helps users take control of their data and unlock its potential.

Features

  • Offers comprehensive and holistic 360° views of customers
  • Advanced AI and analytics provides real time insights and patterns
  • Customizable rules engine allows users to automate decision making

Who’s it for?

Banks, credit unions, fintechs, neobanks, lending institutions, payment processors, insurance companies, lending and banking platforms, investment banks, wealth management firms, and more.

Winnow

Winnow AI leverages the power of LLP and NLP artificial intelligence. It allows customers to get lightning-fast answers to basic legal questions around topics that Winnow covers.

Features

  • Quickly answers basic legal questions
  • Generates responses based on Winnow’s 60,000+ attorney-reviewed legal requirements
  • Reduces time and effort typically spent on legal research

Who’s it for?

Banks, credit unions, fintechs, and lenders.

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Wealthtech at FinovateFall: Client Centricity and the Rise of Alternative Assets

Wealthtech at FinovateFall: Client Centricity and the Rise of Alternative Assets
By David Penn Posted on
Categories: FinovateFall 2024, Speaker series, Wealthtech

For the first time, Finovate will offer a dedicated wealthtech/wealth management track at FinovateFall. Featuring keynote addresses, power panels, and more, our new wealthtech track will cover topics ranging from the rise of alternative assets to the role of technology and digitization in helping meet the needs of a new generation of investors.

“I’m really excited about the new Wealthtech track we’re offering at FinovateFall this year,” said Greg Palmer, host of Finovate. “So much innovation is taking place on the wealth management side of the fintech industry right now, and there are a lot of opportunities out there. Customer demographics are shifting, new assets are gaining popularity, and new technologies are raising the bar for every industry. It’s a crucial time to be paying attention to the space.”

Over the next few weeks, we’ll share a preview of the wealthtech content we have in store for you this year at FinovateFall. Today, we’re highlighting a pair of Power Panels that will take place on Day Three, September 11, of the conference.

Both of these Power Panels will be moderated by April Rudin, CEO and Founder of The Rudin Group. LinkedIn.

The Rudin Group is a global wealth management/wealthtech marketing consultancy serving banks, wealth management firms, fintechs, and wealthtechs.

The Future of Client Centricity in a Tech-Disrupted Wealth Landscape

Our Power Panel on the Future of Client Centricity will examine ways in which technology has altered the landscape of wealth management. The panel will discuss the impact of the Great Wealth Transfer from Baby Boomers to Millennials and what wealth managers should do to meet a new generation of investors’ growing preference for digital solutions and tools.

Andrea Finan, Head of J.P. Morgan Self-Directed Investing, J.P. Morgan Wealth Management

Finan is responsible for developing strategy, driving scale and profitability, and expanding capabilities to serve the firm’s Self-Directed and broader Wealth Management clients. She has 20 years of experience in financial services and is well-versed in creating high-performing digital products. LinkedIn.

Ali Geramian, Managing Director, Anthemis

Geramian is currently a Partner at Anthemis, where he steers the Anthemis ecosystem and investor relations platform to catalyze mutual value creation, collaboration, and transformative partnership opportunities across the firm’s global portfolio companies and strategic investor base. LinkedIn.

Michelle Julia Ng, Software Engineer, Apple

Ng is a software engineer with Apple. Educated at Stanford University (double majoring in Computer Science/Artificial Intelligence and History), Ng brings experience in the practical application of emerging technologies – including system intelligence, machine learning, and robustness analysis – having worked with Apple’s Vision Pro and Watch products. LinkedIn.

How Will Technology Transform How Alternative Assets are Managed?

This Power Panel will look at the rise of alternative assets through the lens of a shift toward diversification, a search for yield, a demand for uncorrelated returns, and a growing desire among a new generation of investors for investment opportunities that are aligned with their personal values. The Panel will also discuss how enabling technologies – from AI to the blockchain – will influence the way alternative assets are managed.

Bundeep Singh Rangar, CEO of Fineqia

A thought leader in blockchain technologies, Rangar is CEO of Fineqia International. Fineqia is a digital asset business that builds and targets investments in early and growth-stage technology companies. An investor in digital industries, Rangar has raised venture capital from entities such as Rakuten and secured private equity investment from U.S. financial institutions. LinkedIn.

David Teten, Venture Partner at Coolwater Capital

Teten is a Partner with Coolwater Capital. Known as the “Y Combinator for Emerging VCs,” Coolwater offers an accelerator for emerging VC fund managers and invests as a limited partner, into general partnerships and fund management companies. Coolwater also invests directly into startups. He is Chair of PEVCTech, a community of investors in private companies using AI, technology, and analytics to generate alpha. LinkedIn.

Photo by Morgan Housel on Unsplash

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FinovateFall 2024 Sneak Peek Series: Part 2

By Madeline Clines Posted on
Categories: ComplyCo, FinovateFall 2024, FinovateFall 2024 Sneak Peek, FinTech Insights, Quavo Fraud & Disputes, Scamnetic, Setuply, Telesign, Vine Financial

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

ComplyCo

ComplyCo offers the visibility and control needed to effectively oversee digital environments, leveraging end-user session recordings to support monitoring and observability for non-technical teams.

Features

  • Provides investigative controls for an organization’s digital environments
  • Includes population-based monitoring
  • Offers version control and effective testing

Who’s it for?

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment.

FinTech Insights

FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing digital banking offerings, FinTech Insights enables faster UX research, product releases, and innovation.

Features

FinTech Insights GPT allows users to:

  • Receive actual and actionable insights in seconds
  • Streamline product research processes from months to minutes
  • Make faster, bullet-proof decisions with accuracy

Who’s it for?

High-street banks, credit unions, community banks, regional banks, challenger banks, fintechs, and digital banking providers.

Quavo Fraud & Disputes

Quavo Fraud & Disputes is the leading provider of innovative dispute management solutions for issuing financial organizations. Launch is an all-new offering of their proven dispute management system.

Features

  • Requires zero onboarding time for immediate use
  • Offers an affordable base product that scales with FIs
  • Fully compliant with regulatory and network standards
  • Delivers highly automated dispute management systems

Who’s it for?

Banks, fintechs, processors, and credit unions of all sizes, and any organizations subject to regulation E/Z dispute resolution or serving institutions subject to it.

Scamnetic

Scamnetic’s everyday solution helps consumers detect every type of scam in real-time, removing human error from the equation. Their patented, AI technology can be easily integrated into enterprise platforms.

Features

  • Scan&Score™: Auto or quick scan with real time message validation
  • IDeveryone™: C2C authentication and verification before payment
  • ScamIntervention™: Proactive call center support pre-or-post scam

Who’s it for?

Banks, credit unions, payment providers, small-to-medium sized businesses helping their customers, members, and employees stay safe, especially from scams using their name.

Setuply

Setuply is an AI-powered client onboarding and lifecycle management platform for B2B solution providers purpose-built to accelerate revenue recognition and profitability.

Features

  • Delivers real-time insight into the revenue at stake to prioritize work
  • Offers scalable and repeatable onboarding processes
  • Increases client engagement and collaboration

Who’s it for?

B2B service and implementation providers.

Telesign

Telesign delivers their 2024 Fraud Protection Insights with PowerBI.

Features

  • Learnings from Telesign, the DI and Communications Security leader Proof of Concept data
  • Delivers 2024 fraud vector insights
  • Over 200 investigations analyzed since September 2023

Who’s it for?

Banks, credit unions, fintechs, and e-commerce SMB and enterprise businesses.

Vine Financial

Vine Financial is a cutting-edge commercial lending platform that is highly configurable and supports the entire loan lifecycle. With AI, it automates everyday tasks that tie up employee time.

Features

  • Offers AI-assisted document import, financial analysis, and document generation
  • Includes extensive configuration capability to support each FI’s workflows
  • Eliminates the need for an expensive third-party CRM

Who’s it for?

Banks, credit unions, private lenders, venture capitalists, private equity, and any other industries requiring financial analysis and due diligence.

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FinovateFall 2024 Sneak Peek Series: Part 1

By Madeline Clines Posted on
Categories: Eko Investments, FinovateFall 2024, FinovateFall 2024 Sneak Peek, Fizen Technology, Further, GenRPT, TodayPay, Union Credit

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

Eko Investments

Eko Investments‘ white-label solution allows 10,000 banks and credit unions to offer digital investing directly on their existing banking platform.

Features

  • Offers digital investing natively integrated into digital banking
  • Supplies pre-made portfolios and self-selection of stocks, bonds, or ETFs
  • Makes end-users feel like they are investing with their FI via 100% white-labeling

Who’s it for?

Banks and credit unions of all sizes.

Fizen Technology

Verify by Fizen Technology is an all-in-one compliance screening platform for banks. Verify consolidates essential checks like KYC and OFAC, simplifying compliance, reducing risk, and enhancing efficiency.

Features

Featured checks:

  • Negative news
  • Politically exposed person (PEP)
  • Secretary of State

Who’s it for?

Banks, credit unions, and fintechs.

Further

Further connects consumers to the best credit unions for their needs, helping them achieve financial wellness and freedom.

Features

Consumers can:

  • Access pre-approved offers and funds easily
  • Monitor their credit score for free
  • Receive personalized financial insights and recommendations

Who’s it for?

Gen Z and Millennial consumers (21 and above).

GenRPT

GenRPT is an AI-driven insights and reporting platform that allows users to generate visual reports from databases in plain English, supporting SQL, Excel, PDF, CSV formats, and more.

Features

  • Connect to any database – structured or unstructured
  • Interact in plain English, without any prior technical knowledge
  • Generate visual reports in seconds on the go

Who’s it for?

Banks, insurance companies, NBFCs, individuals, CXOs, CDOs, CIOs, asset management companies, payment providers, and SMEs.

TodayPay

TodayPay is the world’s first instant payments network and inventor of Refunds as a Service, giving merchants an alternative payment method to issue instant refunds to customers.

Features

  • Offers a cheaper refund payment method to credit cards
  • Issues refunds instantly (average time of 26 seconds for consumers to receive refunds)
  • Allows consumers to choose refund payment methods, including cashback

Who’s it for?

Merchants, retailers, brands, marketplaces, insurers, card issuers, and logistics companies.

Union Credit

Union Credit is the pioneering marketplace for credit unions, enabling them to offer one-click loan options to new members within their daily activities, thereby boosting new member acquisition efforts.

Features

  • Allows credit unions to set product specific funding limits, marketing spend limits, lender underwriting criteria, rates, and more
  • Supports all consumer loan products
  • Captures census tract data on consumers for CDFI tracking

Who’s it for?

Credit unions and community banks.

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Level Up Your FinovateFall Experience with Personalized Networking

Level Up Your FinovateFall Experience with Personalized Networking
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2024, Marketing

Ready to level up your networking game at FinovateFall? We’re here to help! At FinovateFall 2024, which is taking place September 9 through 11 in New York, we’re launching a new, personalized meeting platform called LevelUp.

Introducing LevelUp

LevelUp, Finovate’s new meeting program, is designed to help banks and financial institutions participate in tailored, valuable meetings. The goal of the meetings is to help our financial institution attendees efficiently find providers offering solutions that suit their requirements and ultimately meet critical business needs.

Seamlessly Integrated

LevelUp will be embedded into the FinovateFall agenda. We will offer time slots throughout the event to allow you to meet six solutions providers in an efficient, quickfire meeting format. To ensure you are meeting with companies offering real solutions to your challenges, we have hand-selected the best fintechs to optimize your time.

How It Works

  1. Personalized Matches: Upon registering for FinovateFall, you’ll have the opportunity to detail your specific business challenges and needs. Our platform will then match you with the most relevant fintech providers.
  2. Efficient Scheduling: LevelUp slots are strategically placed within the event agenda, ensuring that you have ample time to participate without missing other key sessions and presentations.
  3. Focused Interactions: Each meeting slot is designed to be quick and focused, allowing you to get straight to the point and determine if the provider’s solution is right for your institution.

Why LevelUp?

  • Targeted Networking: Meet only with providers who are pre-vetted and matched to your specific needs, saving you time and effort.
  • Optimized Agenda: The seamless integration of LevelUp within the event schedule ensures that you maximize your time at FinovateFall.
  • Enhanced Collaboration: By focusing on relevant matches, you can build meaningful partnerships that drive real business results.

Join Us at FinovateFall 2024

Don’t miss out on this opportunity to revolutionize your networking experience. Whether you’re looking to explore new fintech innovations, solve specific business challenges, or simply expand your professional network, LevelUp is here to make it happen.

Register now for FinovateFall 2024 and take the first step towards leveling up your networking game. We can’t wait to see you there!

For more information and to register, visit our FinovateFall 2024 page.

Header photo by Fab Lentz on Unsplash

Photo by Cytonn Photography on Unsplash

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First 40+ Demos Selected for FinovateFall 2024

First 40+ Demos Selected for FinovateFall 2024
By Heather Stowell Posted on
Categories: Finovate Marketing, FinovateFall 2024

FinovateFall 2024 takes place in New York over September 9, 10 and 11. Register to attend by Friday, July 12 and save up to $800.

FinovateFall returns this September where 60+ companies will have just 7 minutes to show why they’re industry leaders and disruptors. Make sure you’re there to see it!

Curated to reflect fintech’s state of play, this year’s demo lineup hits all the high notes for emerging tech from all tiers of organizations. Plus, 80% are first-time demoers at Finovate. Here’s some of what you’ll see in New York:

  • Modern wealth for the masses
  • Democratized data access without code or queries 
  • Streamlined account offboarding 
  • Third-party oversight for fintech partners
  • Cross-selling to declined borrowers
  • Client investments starting at $1

Here’s a look at who’s demoing so far:

Apply before it’s too late! 75% of the demo lineup has been selected, so if you’re innovating in financial services, learn more now.

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Last Early-Bird Deadline to Demo at FinovateFall 2024

Last Early-Bird Deadline to Demo at FinovateFall 2024
By Heather Stowell Posted on
Categories: Finovate Marketing, FinovateFall 2024

FinovateFall 2024 takes place in New York over September 9, 10 and 11. Register to attend by Friday, June 14 and save up to $1,000.

Fintech headlines frequently focus on funding and valuations, but that’s only part of the story. Behind every highly-valued company are connections and relationships on which that value is based.

FinovateFall’s diverse audience is where you can find the relationships needed to drive your business forward. Whether you’re looking to meet banks, payment processors, tech giants, investors, regulators, or merchants, we have you covered. Whether you’re looking to drive sales, partnerships, mergers, acquisitions, or simply collect product feedback, we have you covered.

Want to make the right connections? Apply to demo.

Demoing is a fit for anyone innovating: Startups, public entities, banks, and established leaders.

A limited number of companies are selected through a competitive application process each year. And we strive to give them the best ROI with these unique Finovate features:

  • Single track – companies demo in front of the entire hundreds of audience of C-level financial executives, venture capitalists, industry press and analysts, and fintech entrepreneurs
     
  • 7-minutes demos –  targeted time for you to show how your technology works and for the audience to measure whether it’s the right fit for them
     
  • Frequent and strategic networking breaks – companies capitalize on the energy and momentum generated during their demo and are able to connect and set up meetings through an AI-powered networking app
     
  • Plug and play stands – all demoers have identical stands with tables, monitors, power, etc. included as part of the demo package – exhibition presence is a critical component of your Finovate experience, which is why you should not have to pay extra for it
     
  • Fandom – we follow you for the rest of time. We blog about and tweet your noteworthy news, capital raised, awards earned, acquisitions and expansions made to our hundreds of thousands of followers.

The last early-bird application deadline is this Friday, June 14. All innovators encouraged to apply before demo slots fill up!

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