Digital Insight Previews its Promotion Suite for Mobile

Digital Insight Previews its Promotion Suite for Mobile
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This post is part of our live coverage of FinovateSpring 2014.

With a goal of helping financial institutions provide more relevant, more personalized cross-sell offers to their customers, here is Digital Insight with their Promotion Suite for Mobile.

Digital Insight is demoing Promotion Suite for Mobile, an enhancement to Digital Insight’s current Promotion Suite that brings highly personalized, relevant, cross-sell offers from financial institutions to their customers. 
The new Promotion Suite for mobile extends financial institutions’ ability to create, manage, distribute, and measure targeted cross-sell campaigns that reach the right customers online or on their mobile device with the right products at the moment of truth. Extending Promotion Suite to the mobile channel greatly improves offer relevancy to deliver targeted offers anywhere, anytime, and on any device.
Presenting: Karishma Anand (Director of Product Management) and Marshall Yuan (Senior Product Manager)

Product Launch: Promotion Suite for mobile will be in the pilot stage by summer 2014 with limited availability by the end of 2014. Video integration will be in the pilot stage by the end of 2014 with limited availability in 2015.
Metrics: Digital Insight has a diversified customer base of over 1,000 financial institutions with over 11 million online banking and 4.8 million mobile banking end users across mobile devices. Digital Insight was acquired by NCR (NYSE: NCR) in January 2014.
Product distribution strategy: Through financial institutions
HQ: Menlo Park, CA
Founded: July 1995
Twitter: @digital_insight

Realty Mogul Debuts its Crowdfunding Tool for Real Estate Investing

Realty Mogul Debuts its Crowdfunding Tool for Real Estate Investing
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This post is part of our live coverage of FinovateSpring 2014.

Our next presenter is real estate crowdfunding innovator, Realty Mogul.

“Realty Mogul is crowdfunding for real estate, the world’s largest online marketplace for real estate lending. Investors are empowered by investor dashboards that standardize and streamline real estate investments across different real estate companies, countless geographies, real estate property types and the entire real estate capital stock. These dashboards allow investors 24/7 access to watch how their real estate investments are generating passive income for them.”
Presenting: Jay Samit (Executive Chairman) and Justin Hughes (CTO & Co-Founder)

Product Launch: March 2014
Metrics: The largest real estate crowdfunding company in the U.S., Realty Mogul has 15 employees and investments in over $100 million worth of real estate value.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
HQ: Beverly HIlls, California
Founded: May 2012
Website: realtymogul.com
Twitter: @realty_mogul

Vorstack Launches VFS for Coordinated Cyber Defense

Vorstack Launches VFS for Coordinated Cyber Defense
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This post is part of our live coverage of FinovateSpring 2014.

Then, Vorstack demonstrated how its technology defends against cyber attacks:
“Vorstack’s VFS solution for financial services is a distributed analytics and correlation platform for multi-party coordinated cyber defense. We provide the control and auditability necessary to satisfy strict domestic and international privacy, anonymity, and compliance requirements. 
Our solution natively operates across emerging threat-sharing standards like STIX/TAXII to enable organizations to leverage public-private partnerships and ISACS to promote intelligence sharing. Vorstack’s solution provides a configurable channel for human intelligence collaboration complementing real-time data intelligence analysis.”
Presenting: Joe Eandi (CEO & Founder) and Mark Manning (VP Technical Services)
Product Launch: April 2014
Metrics: Over $5M raised to date, 15+ employees, deployed with multiple leading e-commerce and technology companies, launching with financial services in April 2014
Product distribution strategy: Direct to Business (B2B), licensed
HQ: Los Altos, CA
Founded: March 2011
Website: vorstack.com
Twitter: @vorstack

Loop’s Mobile Wallet Solution Provides Secure Card Storage and Pay Everywhere Functionality

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This post is part of our live coverage of FinovateSpring 2014.

Making its way to the stage right now is Loop, demoing its LoopWallet, Loop AppCessories, and Magnetic Secure Transmission (MST) technology.

“Today, consumers’ wallets are stuffed with payment, gift, loyalty, membership, IDs, insurance cards and more. The LoopWallet app allows consumers to securely scan, store, and organize all their cards and use them to pay with their Loop-enabled smartphone or smart accessories nearly  everywhere credit cards are accepted.”
Presenting: Will Graylin (CEO) and Greg Ewald (VP Marketing)

Product Launch: Kickstarter (October 8, 2013); Kickstarter shipments (January 23, 2014); general availability (February 19, 2014)
Metrics: $12 million in Round A; 36 employees; pre-revenue
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
HQ: Burlington, Massachusetts
Founded: August 2013
Website: looppay.com
Twitter: @looppay

Roostify’s Technology Aims to Disrupt the Mortgage Application Process

Roostify’s Technology Aims to Disrupt the Mortgage Application Process
RoostifyLogo

This post is part of our live coverage of FinovateSpring 2014.

Next, Roostify demonstrated how its service is making it easier for borrowers to apply for a mortgage:
“Roostify offers a web and mobile service designed to enhance home financing, making it easier for buyers and lenders to navigate the frustrating and time-consuming process to apply for and close a mortgage. 
Developed by technology, real estate, and mortgage banking experts, Roostify’s secure interface allows borrowers to easily apply for a mortgage and all parties involved to share and track information, documents, and transactions seamlessly – leading to a faster and smoother mortgage closing.”
Presenters: Rajesh Bhat (CEO & Co-Founder) and Jonathan Kirst (Lead Engineer & Co-Founder)
Product Launch: January 2014
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
HQ: Burlingame, CA
Founded: March 2013
Website: roostify.com
Twitter: @roostify

IntelliResponse Leverages its Virtual Agent Technology to Build a Better Offer

IntelliResponse Leverages its Virtual Agent Technology to Build a Better Offer
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This post is part of our live coverage of FinovateSpring 2014.

Our next presenter is the team from IntelliResponse with a pair of solutions based around its virtual-agent technology: VOICES and OFFERS.

“VOICES is the first and only Voice-of-the-Customer technology designed to help enterprises visualize and derive actionable insight from customer questions posed on digital channels. VOICES captures and automates authentic Voice-of-the-Customer data from client interactions across web, mobile, agent, and social channels and transforms it into a collection of customer insights.
OFFERS turbocharges the online offers approach by increasing the precision and relevance of targeted offers, resulting in increased conversion in orders of magnitude not possible with traditional approaches. When a customer asks a question via our virtual agent, in addition to getting the one right answer, the customer also receives the one right offer.”
Presenting: David Lloyd (CEO & President) and Paul Smith (VP Product & Services)

Product Launch: June 2013 & April 2014
Metrics: 75 employees; 450+ live customer-facing implementations
Product distribution strategy: Direct to Business (B2B)
HQ: Toronto, Ontario, Canada
Founded: 2000
Twitter: @IntelliResponse

LendingTree Debuts New LoanExplorer-Powered Mobile App

LendingTree Debuts New LoanExplorer-Powered Mobile App
lendingtree_hi_res_FS2014

This post is part of our live coverage of FinovateSpring 2014.

Making their way to the Finovate stage now is the team from LendingTree. The company has facilitated more than 30 million loan request and $214 billion in closed-loan transactions.

“LendingTree’s new mobile app empowers consumers to find the best deal on a home loan. Through LendingTree’s Loan Explorer platform, which tracks real-time loan offers, the mobile app analyzes a user’s current loan offer and compares it to real-time offers being made by lenders on the LendingTree network based on available interest rates, fees, charges, and monthly payments.
The easy-to-use app allows users to submit data found in the Good Faith Estimate (GFE) of a consumer’s current loan offer. The tool then analyzes the interest rate, origination fees, and monthly payments to identify possible areas for improvement. Using interactive charts, consumers can see where and how their current offer might be improved and receive negotiating tips for getting a better deal. Additionally, the app displays several real-time offers from lenders that may be able to provide a better deal, compete with contact details and customer ratings and reviews.”
Presenting: Doug Lebda (CEO & Founder) and Nikul Patel (Chief Product Officer)

Product Launch: April 2014
Metrics: Employees: 204; Full Year 2013 Revenue: $136.24 million; unique visitors: approximately 3 million per month; NASDAQ: TREE; Market Cap: $376.4 million
Product distribution strategy: Direct to Consumer (B2C)
HQ: Charlotte, North Carolina
Founded: June 1996
Twitter: @LendingTree

Motif Investing Unveils its Advisor Platform to Streamline Portfolio Building, Monitoring, and Rebalancing

Thumbnail image for motiflogo.jpgThis post is part of our live coverage of FinovateSpring 2014.

Making their way to the stage is Motif Investing, demoing their Motif Advisor Platform for financial advisors.
“Motif Investing is debuting a new, groundbreaking platform for investment advisors that will transform the way they conduct business and interact with clients. The Motif Advisor Platform dramatically streamlines how advisors build, monitor, and rebalance model portfolios around various asset classes so they can provide the highest level of service to clients. They will also have the ability to share market insights and portfolio updates with their clients through user-friendly social technology.”

Presenting: Hardeep Walia (CEO & Co-Founder) and Ramak Fazeli (Manager, Advisor Svcs & Sales)

Product Launch: Beta launch date February 3, 2014
Metrics: Motif Investing has raised $51 million to date and has 52 FTEs.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through other fintech companies and platforms
HQ: San Mateo, California
Founded: June 2010
Twitter: @MotifInvesting

EyeVerify Brings Eye Vein Biometrics to the Mobile Consumer Market

EyeVerify Brings Eye Vein Biometrics to the Mobile Consumer Market
EyeVerify_hi_res_FS2014

This post is part of our live coverage of FinvoateSpring 2014.

Our next presenter is biometric authentication specialist, EyeVerify.

“EyeVerify is the exclusive provider of Eyeprint Verification, a highly accurate and secure biometric for mobile devices. Eyeprint Verification delivers a password-free mobile experience and secure authentication at a glance. This patented solution uses existing cameras on smartphones to image and pattern match the blood vessels in the whites of the eye.”
Presenting: Toby Rush (CEO & Founder) and Chris Barnett (EVP Global Sales & Marketing)

Product Launch: June 2014
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
HQ: Kansas City, Kansas
Founded: January 2012
Website: eyeverify.com
Twitter: @eyeverify

Rehearsal Day in San Jose: Keeping Things Cool at FinovateSpring 2014

Rehearsal Day in San Jose: Keeping Things Cool at FinovateSpring 2014

While NOAA has issued a statement about record-breaking high temperatures for the bay area this week, we’re keeping things cool inside the air conditioned City National Civic center today, making the final preparations for FinovateSpring 2014.

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This is Finovate’s first time at this new venue, where stars like Bob Dylan, The Rolling Stones, The Who, and Carlos Santana have performed. Over the next two days, 68 fintech stars will take the same stage to demo the latest in fintech.
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These seats will be filled tomorrow, so be sure to come early to claim yours. Registration begins at 8AM, and the demos will begin at 9AM. Check out the agenda below:
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While registration is filling up, there are still a few tickets available. Get yours here to join us!

FinovateSpring 2014 Starts Tuesday: Are You Ready?

FinovateSpring 2014 Starts Tuesday: Are You Ready?
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The Finovate crew has landed. And a whole van full of padfolios, multi-colored lanyards, tabletop-sized signage, and Best of Show trophies have been unloaded at the City National Civic facility that will host this year’s FinovateSpring 2014.

And here’s some more good news: if you haven’t secured your ticket to FinovateSpring yet, there’s still time left. Click here to buy your tickets and save your spot before the show is sold out.

With that in mind, here are a few reminders, tips, and need-to-knows before the show gets started bright and early Tuesday morning.
Schedule
Registration for FinovateSpring 2014 begins at 8am Tuesday morning, April 29. The first demo will began at 9am sharp, and the live demos continue all day long until 4pm. We begin again Wednesday morning at 9am, with another day full of live demos, again ending at 4pm.
And be sure to stick around during the networking session afterward. We will be announcing winners of our Best of Show competition Wednesday evening at approximately 5pm.
Venue
Our venue in San Jose is the City National Civic building, just down the road from the San Jose State University campus, and across from the convention center. 
It’s a great facility with a lot of style and character. It also has an impressive history of hosting stars from the Rolling Stones and Jefferson Airplane to Los Lobos and Elvis Costello.
You can find the City National Civic building at:
135 West San Carlos Street
San Jose, California 95113
Presenters
We’ve got 68 companies scheduled to demo over the two days of FinovateSpring 2014, with a healthy mix of newcomers and Finovate veterans. You can learn more about our presenters on our Presenters Page
The App!
And last but not least, don’t forget the app! We are again doing everything we can to make it easier for you to get to know and connect with our presenting companies. So this year we are partnering with Bizzabo to help you take your networking to the next level.
All you have to do is download the free Bizzabo app from the Apple App store or from Google Play store (search for “Bizzabo”). Once you’ve downloaded Bizzabo, type “Finovate” into the search bar, sign in, and click the green “Join the Community” to get started.  More info on how to make the most of Bizzabo is here.
We couldn’t be more excited about this year’s show and can’t wait to get started. If you have any questions, check out our FinovateSpring 2014 FAQ. Or send us an email at info@finovate.com. In the meanwhile, we’re looking forward to seeing you in San Jose!

FinovateSpring 2014: The Way to San Jose

FinovateSpring 2014: The Way to San Jose

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“Fame and fortune is a magnet / It can pull you far away from home”

–“Do You Know the Way to San Jose?

How many miles from home have this year’s FinovateSpring presenters traveled in order to take the stage next week in San Jose? It is true that a third of the companies that will be demoing hail from the Bay Area or parts nearby in Northern California. It is also true that FinovateSpring 2014 will host innovators from as far away as Germany and the United Kingdom, Singapore and the Ukraine.
Take a look for yourself (click to enlarge).
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And with ticket registrations climbing above 1,200 this week, plan on finding plenty of professional, like-minded company during the two days of live demos, C-level networking, and the latest in fintech innovation.
Here is a full list of the companies that will be demoing at FinovateSpring 2014 in San Jose on April 29 and 30.
  • Artivest
  • Avoka
  • BodeTree
  • ChiaraMail
  • Coinbase
  • CREALOGIX
  • CUneXus
  • D3 Banking
  • Dealstruck
  • defi SOLUTIONS
  • Digital Insight
  • Digital Retail Apps
  • Encap Security
  • Endeavour
  • EyeVerify
  • FinBuddy
  • Fiserv
  • FlexScore
  • ID.me
  • Insuritas
  • IntelliResponse
  • Interactions
  • Jumio
  • Kofax
  • Kown
  • Kreditech
  • LendingRobot
  • LendingTree
  • LendUp
  • Loop
  • LOYAL3
  • Market Prophit
  • Motif Investing
  • MShift
  • Nearex
  • NICE Systems
  • OnBudget
  • Ondot Systems
  • Pellucid Analytics
  • Personal Capital
  • Pixeliris
  • Privatbank
  • Qapital
  • Quisk
  • Radius
  • RealtyMogul
  • Red Giant
  • Rippleshot
  • Roostify
  • SaveUp
  • SmartAsset
  • Spreedly
  • Stockpile
  • StrategyCorps
  • Sureify
  • Tactile Finance
  • TD Ameritrade & LikeFolio
  • TextPower
  • True Link
  • Venovate
  • Verde International
  • Visible Equity
  • Vorstack
  • WePay
  • Wipit
  • Yseop
  • ZenPayroll
  • Zumigo
In order to make sure you know everything you need to know about FinovateSpring 2014, here’s a quick reminder on the what’s, where’s, and how’s of getting to and making the most of this year’s event in San Jose.
Schedule:
Registration for FinovateSpring 2014 begins at 8am on Tuesday, April 29. The demos will start at 9am Tuesday and Wednesday mornings, with the final demo on both days ending at 3:30pm.
Venue:
Moving to San Jose for this year’s FinovateSpring, the event will be held at the City National Civic building. The street address is below:
135 West San Carlos Street
San Jose, California 95113
Presenters:
For two days, 68 fintech innovators will demo their technologies before an audience of industry professionals from around the world. Learn more about our presenters at our Presenter’s page, or through our Sneak Peek series below.
If you have any questions about FinovateSpring, here’s a great place to go for answers. And you can always email us for more information at info@finovate.com.
Most importantly, there’s still time to get your ticket and save your spot. And if you already have your tickets in hand, thanks for joining us! See you in San Jose!