FinovateSpring 2015 Sneak Peek Archives

FinovateSpring 2015 Sneak Peek: Part 8

By David Penn Posted on April 30, 2015
Categories: Finaeos, Finicity, FinovateSpring 2015, FinovateSpring 2015 Sneak Peek, Money Amigo, Ondot Systems, Onovative, Outski, Prairie Cloudware, Slice, SmartAsset, Token, Top Image Systems, Vanguard, Vouch, Whodini

Today marks our final Sneak Peek preview. We hope you’ve enjoyed the opportunity to get to know a little about the companies that will be taking the stage at FinovateSpring 2015.

Register today to see and meet these innovators in person on 12/13 May at our upcoming conference in San Jose, California.

If you’ve missed an edition, our complete Sneak Peek series for FinovateSpring 2015 is below:

And now let us introduce you to the final fourteen companies of FinovateSpring 2015. See you in San Jose!

Finaeos automates the back office and capital-raising compliance.

Why it’s great
Serves the demand for new ways to invest, save, and generate income by investors across the globe.

Founded: 2015
HQ: Victoria, British Columbia, Canada

Finicity helps developers build powerful apps to drive financial software innovation.

Why it’s great
TXPUSH Interface to the Finicity API Platform.

Founded: 1999
HQ: Salt Lake City, Utah

Money Amigo is a social money interaction platform that solves the lack of simple and clustered services for the unbanked and underbanked.

Why it’s great
Money Amigo makes managing money fast, fair, and friendly.

Founded: 2015
HQ: Las Vegas, Nevada

Ondot Systems builds white-label solutions that enable financial institutions to provide security and convenience for their customers.

Why it’s great
Our platform brings innovation to mobile card services.

Founded: 2011
HQ: San Jose, California

Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers.

Why it’s great
Onovative provides banks and credit unions with modern APIs and a simple UI to help them grow.

Founded: 2013
HQ: Jeffersonville, Indiana

Outski’s platform improves employee health and wellness, increases productivity, and reduces job-related stress.

Why it’s great
Outski helps companies improve margins and reduce costs by focusing on the health and well-being of their employees.

Founded: 2013
HQ: Tucson, Arizona

Prairie Cloudware provides a comprehensive set of omnichannel, digital payment services to solve the need for more security, convenience, and control when purchasing goods and services online and in-store.

Why it’s great
We are a cloud-based, open platform that allows consumers to access and use their preferred payment mechanisms and accounts via the financial institution’s digital channels.

Founded: 2012
HQ: Omaha, Nebraska

Slice’s technology provides item-level purchase-data across the largest base of online consumers (two million and counting).

Why it’s great
Slice’s one-of-a-kind Purchase Graph technology.

Founded: 2010
HQ: Palo Alto, California

SmartAsset provides a tools-and-content platform to give consumers personalized and actionable advice.

Why it’s great
Leverage our Automated Financial Modeling technology to make significant personal finance decisions.

Founded: 2011
HQ: New York City, New York

Token is a new payment rail that solves the “faster payments” problem for banks, businesses, and consumers.

Why it’s great
A new open bank API, an unbreakable identity system, developer tools, and a wallet app for business and consumers.

Founded: 2015
HQ: Los Altos Hills, California

Top Image Systems introduces the eFLOW mortgage, which eliminates the manual, time-consuming and expensive mortgage-origination process.

Why it’s great
Top Image Systems’ IQA (Image Quality Analysis) provides unparalleled accuracy, security, and ease of use.

Founded: 1991
HQ: Tel Aviv, Israel

Vanguard introduces the Funds Visualizer to rid investors of suboptimal portfolio construction.

Why it’s great
Our interactive, 3-D, data visualizations of diversification provide unique insights when it comes to building portfolios.

Founded: 1975
HQ: Valley Forge, Pennsylvania

Vouch is the first social network for credit, enabling consumers to connect and share creditworthiness so they get the financial products they deserve.

Why it’s great
Vouch is for anyone who believes they are more than their credit score.

Founded: 2013
HQ: San Francisco, California

Whodini helps merchants engage customers using social media marketing, reaching loyal customers with targeted offers.

Why it’s great
At Whodini, we help local businesses know their customers better.

Founded: 2004
HQ: Westport, Connecticut

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FinovateSpring 2015 Sneak Peek: Part 7

By Julie Muhn (@julieschicktanz) Posted on April 28, 2015
Categories: FinovateSpring 2015, FinovateSpring 2015 Sneak Peek

It’s hard to believe FinovateSpring 2015 is just two weeks away. We’re getting excited about greeting familiar faces in the fintech community and eager to see the wide variety of fintech to be demoed 12/13 May. Register here to join us.

Today’s Sneak Peek introduces 15 more presenters.

Here’s a catalogue of the entire Sneak Peek series:

Avoka’s frictionless digital engagement platform eases the pain of online transactions for financial organizations.

Why it’s great
Avoka gets real-world results.

Founded: 2002
HQ: Broomfield, CO

CBW Bank will show Yantra’s ONE Card platform that provides a secure and convenient alternative to traditional bank accounts for financial institutions, program managers and corporate clients.

Why it’s great
Yantra rebuilds plumbing, standardizes and normalizes data across channels, and embeds compliance.

Founded: 1892
HQ: Weir, Kansas

Cloud Lending Solutions‘ CL Exchange increases the volume of loans for all non-bank lenders.

Why it’s great
Cloud Lending Solutions uses an auction marketplace to bring borrowers and lenders together.

Founded: 2012
HQ: San Mateo, CA

Context Relevant’s automated behavioral predictive analytics software is solving Wall Street’s most daunting challenges for large financial institutions.

Why it’s great
Context Relevant works in real time.

Founded: 2012
HQ: Seattle, WA

Dealstruck’s web and mobile managed-asset-based line of credit offers flexible capital to small businesses.

Why it’s great
Dealstruck uses intuitive interfaces, advanced integration with existing technologies, strategic financial institution partnerships and easy-to-understand functionality.

Founded: 2013
HQ: Carlsbad, California

DriveWealth’s Brokerage-as-a-Service offers mass retail investors low cost access to the world’s most desired asset class.

Why it’s great
DriveWealth offers a full-stack investing platform.

Founded: 2012
HQ: Chatham, New Jersey

Dwolla’s platform of innovation, authentication and directory tools offer government, businesses, and consumers the ability to disseminate personal information when sending or receiving payments.

Why it’s great
Dwolla charges just $0.25 per transaction or is free for transactions $10 or less.

Founded: 2008
HQ: Des Moines, Iowa

Dynamics produces and manufactures intelligent, powered payment cards.

Why it’s great
Dynamics’ intelligent payment cards enable users to earn exclusive rewards faster than traditional cards.

Founded 2007
HQ: Cheswick, Pennsylvania

Encap Security ‘s strong authentication solution powers user verification and transaction security.

Why it’s great
Encap Security works with any and every access point of any bank.

Founded: 2013
HQ: Palo Alto, California

EyeBuy’s TV and video monetization platform enables consumers to purchase products on impulse that they see on TV.

Why it’s great
EyeBuy’s technology recognizes products on TV and video.

Founded: 2014
HQ: Rancho Murieta, California

FIS Mobile’s mobile banking feature solves the mobile innovation gap for financial institutions.

Why it’s great
FIS Mobile enables banks to expand their card services to consumers’ mobile devices.

Founded: 2006
HQ: Jacksonville, Florida

Kabbage’s Kabbage Card offers access to working capital for small businesses.

Why it’s great
Kabbage gives small businesses immediate access to their funds.

Founded: 2009
HQ: Atlanta, Georgia

Knox Payments is a payment processing platform that uses customers’ bank account credentials, not their credit card.

Why it’s great
Knox enables merchants to process payments across all platforms for just $0.18.

Founded: 2014
HQ: Richmond, Virginia

LendingTree is an intelligent personal finance platform that simplifies the complexities in loan shopping to save borrowers money.

Why it’s great
LendingTree uses brand equity, proprietary technology and complex algorithms.

Founded: 1996
HQ: Charlotte, North Carolina

LendKey is an online lending technology platform for consumers and financial institutions.

Why it’s great
LendKey offers a transparent loan shopping experience.

Founded: 2007
HQ: New York City, New York

Stay tuned on Thursday when we’ll introduce the remaining presenters.

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FinovateSpring 2015 Sneak Peek: Aurora Financial Systems and Mistral Mobile

By David Penn Posted on April 27, 2015
Categories: Aurora Financial Systems, FinovateSpring 2015 Sneak Peek, Mistral Mobile

There are just a few weeks to go before FinovateSpring 2015 in San Jose. And while our Sneak Peek preview series is already six editions deep, we’ve a few more presenting companies we’d love to introduce you to.

Today’s edition of our Sneak Peek Preview features a Finovate newcomer as well as a conference veteran, Aurora Financial Systems and Mistral Mobile. Both companies will join 70 other innovators on stage 12/13 March for two days of the best of fintech in 2015. To get your ticket and save your spot, visit our registration page today.

If you’ve missed an edition of our Sneak Peek Preview series, the links below will help you get up to date. Stay tuned for more previews of our FinovateSpring 2015 presenters this week.

Aurora is a program manager and issuing processor focused on delivering real-time, transactional data with its interoperable platform.

Features

The NOTE Card. A stylish and effective solution for overspending
Powerful, real-time messaging capabilities
Connect to multiple leading PFMs

Why it’s great
Aurora is partnering with Fintech leaders such as MX and Finicity to give consumers better choices and better experiences with their financial applications.

Presenters

Scott Stagg, CEO, Founder

Stagg has spent the lat 20 years in the financial services industry, having been the managing member of a $500 million hedge fund before turning his efforts to creating better financial products.
LinkedIn

Chris Melendez, Chief Strategy Officer

Melendez is passionate about improving the financial lives of consumers and spent 10 years at American Express where he helped hundreds of clients maximize the value of their transactional data.
LinkedIn

m-Aegis from Mistral Mobile is the only comprehensive, multifactor, telco-independent authentication and security solution for mobile applications and OTP replacement.

Features:

One-stop, integrated solution to protect against a whole array of risks
Multifactor authentication of device and user identity
Supports mobile banking, mobile payments, and mobile commerce

Why it’s great
No more trade-offs between high level of security and usability. M-Aegis delivers both.

Presenters

Ludwig Schulze, CEO

Schulze has held executive roles in mobile and enterprise software companies and was a consultant with BCG. Prior to founding Mistral, Schulze was general manager for Nokia’s Mobile Financial Business.
LinkedIn

Paul Yoo, Chief Commercial Officer

Yoo has worked at HoganLovells and Cooley LLP and was covering partnerships and commercial relationships as well as IP and regulation at Nokia’s Mobile Financial Services business.
LinkedIn

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FinovateSpring 2015 Sneak Peek: Part 5

By Julie Muhn (@julieschicktanz) Posted on April 21, 2015
Categories: DarcMatter, Digital Insight, Emailage, FinovateSpring 2015, FinovateSpring 2015 Sneak Peek, Hedgeable, Moven, RAGE, Shoeboxed

FinovateSpring’s 72 fintech innovators have 3 weeks left to perfect their live demos before debuting their new technology on stage 12/13 May in San Jose, Calif. That means there’s still some time left for you to pick up a ticket and take a closer look at the types of technology you’ll see demonstrated live at San Jose’s City National Civic.

Today, we’re featuring seven companies:

Check out the previous installments of our Sneak Peek series below. And stayed tuned for Part 6 on Thursday:

DarcMatter is an online platform solving inefficiencies in the alternative-investments market through enhanced capital connectivity, data-driven investing, and advanced syndication.

Features:

Institutional-level access to prescreened and compliant alternative investments
Issuers are empowered to raise capital on their own
Over $100 billion of investor capital

Why it’s great
DarcMatter provides an infrastructure for the alternatives market and enhances the capital process from start to finish.

Presenters

Sang Lee, CEO & Founder
Formerly an investment banker in the energy field at WestLB and BNP Paribas, Lee has accrued a wealth of expertise in financial regulation, business, and financial structuring.
LinkedIn

Stan Solodkyy, CTO
Solodkyy has experience from integration of financial institutions with the SWIFT network to providing software consultancy to world-leading brands.
LinkedIn

Digital Insight will illustrate the use of beacons within its mobile banking app, creating a more personal, relevant, and contextual experience based on a user’s location.

Features:

Personalizes a user’s experience in banking branches
Provides financial institutions relevant, timely information to engage with users more effectively

Why it’s great
Digital Insight is designing more personal, relevant, and contextual experiences based on knowing a user’s location.

Presenters

Marshall Yuan, Senior Product Manager, DI Labs
Yuan is senior product manager at DI Labs where he leads experimentation in new solutions to help financial institutions engage and delight their end users.
LinkedIn

Ronald Leung, Engineering Lead, DI Labs
Leung is the engineering lead at DI Labs where he has been working with financial institutions to build innovative solutions and user experiences.
LinkedIn

Emailage uses email as a key data-element for detecting fraud trends across industries and regions. Emailage’s machine-learning algorithms detect fraud in real time.

Features:

Analyze any email address on any web site
90% confirmed fraud has not been previously detected
Real-time fraud score based on current trends

Why it’s great
No sensitive, transactional data is ever shared or stored by Emailage. It requires only an email address to provide an extremely precise risk assessment.

Presenter

Amador Testa, Chief Product Officer
Testa is Emailage’s CPO and has 15 years experience in financial fraud prevention. Prior to Emailage, Amador was a leader for AMEX and Citigroup.
LinkedIn

Hedgeable is a robo-adviser on steroids.

Features:

Advanced portfolio customization and sophistication
Downside risk protection
Access to alternatives

Why it’s great
First generation robo-advisers are cookie-cutter, like Altavista; Hedgeable is innovating like Google.

Presenters

Matthew Kane, Co-founder & Chief Ninja
Kane is co-founder and CTO of Hedgeable where he leads all product, design, UI/UX, development, and strategy initiatives.
LinkedIn

Michael Kane, Co-founder & Head Sensei
Kane is co-founder and CEO of Hedgeable where he leads all investment-management and business-development duties. Previously at Bridgewater Associates.
LinkedIn

Moven is a disruptive digital experience and debit card designed to provide real-time feedback so users can build better money habits and save more.

Features:

Frictionless account onboarding with incremental prospecting
A real-time financial wellness experience driving customer engagement
A global, agile, and scalable platform for international banks

Why it’s great
Moven has created real-time, contextualized notifications to gamify savings and create a behaviorally driven experience that goes beyond traditional goal-based paradigms.

Presenters

Brett King, CEO, Founder
King is an Amazon best-selling author, well-known industry commentator, host of the BREAKING BANK$ radio show and founder of revolutionary mobile-based banking service Moven.
LinkedIn

Alex Sion, President, Co-founder
Sion is President of Moven and an adviser on digital strategy and disruption to global financial leaders such as HSBC, Citi, and Barclays.
LinkedIn

RAGE Frameworks’ LiveCredit is a flexible, scalable origination and servicing solution that enables the design and launch of any financing product, end-to-end, from origination to underwriting to booking and service.

Features:

Dynamic Product Configurator enables new products without custom coding
Scalable origination and servicing
Enables flexible financing, accounting and compliance

Why it’s great
Its framework-based approach empowers unprecedented flexibility and market-leading, time-to-market deployment.

Presenters

Nick Adams, Vice President, Risk Solutions
Adams runs business development for LiveCredit and is a 10+ year veteran of startups and multinational companies. He holds a bachelor’s degree from Brandeis University and an MBA in finance from Northeastern.
LinkedIn

Aashish Mehta, SVP, Business Banking Solutions
Mehta is responsible for all LiveCredit business operations. He sits on the management team and has been with RAGE for nearly 10 years.
LinkedIn

Shoeboxed is launching the next banking standard. The pioneers in email and mobile receipt-capture now open the door to receipt data for financial institutions.

Features:

Automated receipt-capture for consumers and small businesses
Item-level extraction of purchase details
Turnkey implementation for financial institutions

Why it’s great
Receipt-capture is becoming a standard banking feature, giving access to previously unattainable data.

Presenters

Tobi Walter, COO, Co-founder
An investment banker-turned-entrepreneur, COO Walter oversees the business and corporate development efforts of Shoeboxed.
LinkedIn

Alex Anderson, Business Development Manager
Anderson oversees the planning and implementation of strategic banking and accounting partnerships.
LinkedIn

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FinovateSpring 2015 Sneak Peek: Part 4

By David Penn Posted on April 16, 2015
Categories: Currency Cloud, Dream Payments, FinovateSpring 2015 Sneak Peek, INETCO Systems, LoanNow, WealthForge, Yodlee

FinovateSpring is less than one month away. Our annual spring conference returns to the City National Civic building near the campus of San Jose State University for a first look at the financial technologies of 2015. If you’ve been thinking about joining us the 12/13 of March for two days of live demos and professional networking, now is a great time to pick up your ticket and save your spot.

Today’s Sneak Peek preview brings you another handful of companies that will be presenting their technologies live on stage at FinovateSpring 2015 next month. In this edition, we introduce you to:

Check out the previous three installments of our Sneak Peek series below. And stayed tuned for Sneak Peek #5 next week.

Transform the way your business makes international payments with Currency Cloud’s Payment Engine featuring an enhanced API for maximum efficiency.

Features:

Reach new customers
Benefit from real-time wholesale rates
Leverage a fast, secure payment network

Why it’s great
Powering global payments—Currency Cloud has built a technology-based payment engine that simplifies international payments and offers an easy integration for businesses of all sizes.

Presenters

Todd Latham, Vice President of Marketing

Latham has extensive experience in the technology and financial service sectors, and he is fascinated at how technology is transforming people’s lives for the better.
LinkedIn

Rachel Nienaber, Vice President of Engineering

Nienaber is fluent in Ruby and Java, carrying 10+ years of experience in bespoke development projects. She is also responsible for ongoing technology development.
LinkedIn

Accepting payments just got easier. Introducing Dream Payments, a next-generation mobile payment platform accepting all forms of payment.

Features:

Sell anywhere; accept all payments
Save time; grow your business
Create customer experiences
Safe and secure transactions

Why it’s great
Sell anywhere, anytime, in any format. Dream Payments enables merchants to accept payments anywhere, anytime, using mobile commerce solutions. Dream Payments are the future of mobile commerce.

Presenters

Christian Ali, Vice President, Business Development

Ali has been a trusted advisor to the North American payments industry for nearly 20 years and currently serves as vice president of business development at Dream Payments.
LinkedIn

Anant Tailor, COO

Tailor is the chief operating officer at Dream Payments where he is responsible for the daily operations of the company including product management; go to market strategy; and all customer engagements.
LinkedIn

Hip Pocket engages your mobile and website visitors by using social influence and personalized consultation to generate new, qualified mortgage leads.

Features:

Unique peer-group comparisons
Real-time integration and personalization savings estimates
Results and call-to-action are customized to each user’s situation

Why it’s great
Hip Pocket allows your institution to provide an engaging, intuitive user experience that marries the emotional and logical decision-making processes.

Presenters

Mark Zmarzly, Founder, CEO

Zmarzly is a passionate innovator and thought-leader in the financial industry. He has delivered multiple TEDx talks and has presented for the ABA; BAI; and for JD Power & Associates.
LinkedIn

Todd Cramer, Head of Digital Experience and Design

Cramer holds an MBA and has more than five years of experience in branding, user experience and eCommerce for a $5B bank enterprise.
LinkedIn

The INETCO analytics software application provides financial institutions with the game-changing knowledge of where, when, and how customers interact with their channels.

Features:

View transaction data on-demand, across all banking channels
Reduce failed customer interactions and resolve issues faster
Adopt data-driven strategies that improve customer engagement

Why it’s great
INETCO Analytics will accelerate your omnichannel strategy with powerful, on-demand insights into customer behavior.

Presenters

Marc Borbas, VP Product Marketing

With 12+ years of experience working with financial technology startups, Borbas drives the product strategy for INETCO’s real-time transaction-monitoring and customer-analytics solutions.
LinkedIn

As a responsible lender, LoanNow’s motivational lending platform helps deep subprime borrowers secure affordable credit, then actively reduce APR within the loan term.

Features:

Repayment-motivation algorithm incentivizes good financial behavior
Active reduction in APR during loan for positive behaviors
LoanNow to debut new features to lower the cost of credit

Why it’s great
LoanNow allows people to be more than a credit score and to actively reduce their cost of credit through positive financial behavior and loan management.

Presenters

Harry Langenberg, CEO, Co-founder

Since graduating from the Wharton Business School, Langenberg has been a pioneer in bringing innovation to consumer finance. He’s founded Optima Tax Relief, SuperMoney, and Debtmerica.
LinkedIn

Miron Lulic, President, COO, Co-Founder

Lulic has spent his entire career at high-growth technology-driven companies. At LoanNow, Lulic leads product management, design, and marketing while also overseeing all other operations.
LinkedIn

Zahur Peracha, CTO

After more than a decade of building and launching new products for Silicon Valley startups and Amazon.com, Zahur now leads all technology at LoanNow.
LinkedIn

WealthForge has launched the Invest Button, transforming the way private capital is raised by making the entire process faster, cheaper, and more compliant than ever before.

Features:

Simple, turnkey technology
Straight-through processing
Reduced transaction risk

Why it’s great
The WealthForge solution makes private placement transactions more efficient. The entire process has been reduced from months to weeks, costing nickels on the dollar, from risky to fully compliant.

Presenters

Arthur Weissman, Head of Sales and Marketing

Weissman is an industry expert in helping to lead the move of private investing from offline to online. Weissman heads sales and marketing helping to make raising private capital faster and more efficient.
LinkedIn

Mat Dellorso, Co-Founder, President

Dellorso is a leading innovator in venture finance and has worked directly with FINRA and the SEC to establish regulations for online private investing.
LinkedIn

A global financial technology leader, Yodlee’s cloud-based platform powers dynamic innovation and solutions for digital financial services.

Features:

Provides actionable financial advice
Makes personalized recommendations
Leverages Yodlee’s advanced data network

Why it’s great
Yodlee capitalizes on its unique data network and key data-driven insights to fundamentally change the digital banking experience.

Presenters

John Bird, VP, Product Marketing and Alliances

Bird, as VP of product marketing and alliances at Yodlee, is responsible for the marketing of the Yodlee platform to financial institutions and startup financial technology companies.
LinkedIn

Katy Gibson, VP Product Applications

Gibson, as VP of product applications at Yodlee, is responsible for the creation and execution of product strategy for Yodlee’s suite of financial management applications.
LinkedIn

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FinovateSpring 2015 Sneak Peek: Part 2

By David Penn Posted on April 9, 2015
Categories: Bento for Business, DoubleNet Pay, FinovateSpring 2015, FinovateSpring 2015 Sneak Peek, Karmic Labs, SizeUp, Stratos, TickerTags, Trulioo, Uncategorized

FinovateSpring 2015 is just over a month away. Our annual spring conference returns to San Jose, 12/13 May for two days of live demos of the latest in fintech innovation.

Today we introduce you to another seven companies that will be on stage presenting their technical solutions to some of the financial community’s biggest challenges—from improving engagement through mobile and social channels to improving security and reducing friction for business and individual consumers.

Be sure to check out Part 1 of our Sneak Peek series featuring Alpha Payments Cloud, CUneXus, DRAFT, FundAmerica, SayPay, StockViews, and TrueAccord, as well.

Tickets are going fast. Register today and save your spot at our second Finovate show in San Jose.

Bento for Business provides financial solutions that fit small businesses, combining the security of a bank with the ease and convenience of a modern technology company.

Features:

The Bento Prepaid Commercial MasterCard provides small business owners with controls, such as where, when, and how much their employees can spend without putting their owners’ personal credit at risk.

Why it’s great
Bento’s solutions are designed to save owners time and help eliminate expense ‘leaks,’ a type of fraud that can cost them up to 5% of their revenue each year.

Presenters

Farhan Ahmad, Co-founder and CEO

Ahmad was formerly managing director at Barclays and the global head of emerging payments and prepaid for Discover Financial Services. He has held leadership roles at JPMorgan Chase, Bank One and First USA.
LinkedIn

Sean Anderson, Co-founder and Chief Product Officer

Anderson was formerly senior director of emerging products at Blackhawk Network, where he built and launched their open API platform, launched an offers platform, and developed a prepaid processing platform.
LinkedIn

DoubleNet Pay automatically pays bills and funds savings goals directly from an employee’s paycheck, eliminating guesswork, late fees, and budgeting hassles.

Features:

Seamless integration with major payroll processors
Allows an employee to simply snap a picture of a current bill stub
Employees can easily create, fund, and redeem custom savings goals

Why it’s great
Bills are paid and savings funded automatically on payday, just like payroll taxes.

Presenters

Brian Cosgray, Founder and CEO

Cosgray has spent his entire career in financial services. Working with customers across the economic spectrum convinced him of the need to simplify and automate how people pay bills and save money.
LinkedIn

Cody Laird, Co-founder and COO

Laird is a financial technology veteran. Prior to co-founding DoubleNet Pay, Cody spent 21 years with SunTrust Bank helping to design and build their current retail banking platform.
LinkedIn

Bret Levy, Co-founder and CTO

Levy has been responsible for the architecture of many innovative, highly scalable software systems, most notably the Scientific Games system that powers most state lotteries.
LinkedIn

Karmic Labs provides API-based payment and SaaS solutions for card issuance (initially commercial market). Karmic offers Dash, FIS, and also uses Karmic’s APIs to offer its own product to FIs.

Features:

Robust API infrastructure for commercial card issuance
Payment virtualization layer
Creates a marketplace of innovative financial technology and SaaS solutions for the commercial market.

Why it’s great
Karmic labs offers API-based payment and SaaS solutions, of which its first product is Dash; the APIs are also used by FIS, a global leader in banking and payments technology, for its own product to FIs.

Presenters

Ryan Weidenmiller, CEO

Weidenmiller is an entrepreneur who built a top-ranked venture capital fund in China, now working on Karmic Labs’.
LinkedIn

Chris Agerton, CTO

Agerton was previously at Google, and was a founding engineer at Pinterest, responsible for developing high-availability architecture at Scribd.
LinkedIn

Troy Land, Group Executive of Emerging Commerce, FIS

Land is the group executive of emerging commerce at FIS within the retail payments division; he holds expertise in business and product development.
LinkedIn

SizeUp: SizeUp FI (financial insitutions) is big-data for small businesses. It enables FIs to provide their customers with business intelligence through the FI’s own website.

Features of SizeUp FI:

Enable your FI’s customers to :
- Compare their business performance with that of industry competitors
- Find customers, suppliers, and competitors
- Discover best locations to advertise

Why it’s great
SizeUp FI delivers a deeper business-customer partnership through success assistance; “sticky” client engagement; FI services awareness; and big-data insights that SMEs couldn’t previously access.

Presenters

Anatalio Ubalde, CEO and Co-founder

Ubalde is a successful entrepreneur leading Software as a Service (SaaS) ventures focused on data-driven solutions for small businesses and economic development.
LinkedIn

Thomas Barron, VP Business Development

Barron has developed corporate partnerships for 15 years from Fortunte 500 companies to 5-person startups. He previously worked at Visa developing strategic partnerships.
LinkedIn

Stratos consolidates cards into one dynamic card, making payments secure and smart. Stratos Digital Card Issuance Platform allows cards to download instantly, digitizing physical fulfillment.

Features:

Ensures virtual top of wallet, increases consumer engagement and loyalty
Provides secure card and wallet data
Eliminates costly physical card fulfillment

Why it’s great
Starts card working with Stratos Digital Card Issuance Platform to reinvent, not only your wallet, but also cards—just like the iPod and iTunes reinvented your CD collection.

Presenters

Thiago Olson, Co-founder, CEO

Olson worked at CERN and the Department of Defense and is a leader in next generation payments. He graduated with honors in engineering and physics at Vanderbilt.
LinkedIn

Henry Balanon, Co-founder, CTO

Balanon brings technical leadership and expertise to Stratos from his previous experience as co-founder of Detroit Labs, a leading mobile-app agency.
LinkedIn

TickerTags connects trending social content to investable companies through the monitoring of 250,000+ crowdsourced Tags that have the potential to impact a company’s business.

Features:

Track social velocity and sentiment of products/brands driving your investment
Create your own Tags to associate with Tickers for personalized trending notifications
It’s free

Why it’s great
We are a community-maintained platform intent on democratizing information-flow by evolving new monitoring from view-limited tickers to social -monitored tags.

Presenters

Chris Camillo, Co-founder, CEO

A pioneer in social arbitrage investing, Camillo’s audited portfolio has averaged 84% annual returns over the past 8 years.
LinkedIn

Trulioo’s bank-grade AML/KYC identity-verification product, GlobalGateway, enables businesses to perform frictionless ID verification for 3 billion people in more than 40 countries via 140 data sources.

Features:

Builds confidence and trust by preventing fraud and identity theft
Saves time, money, and resources through automated online ID-checks
Eliminates barriers to market entry

Why it’s great
Trulioo’s GlobalGateway provides advanced analytics from cyber and traditional data sources to verify identities online by powering fraud and compliance systems worldwide, increasing trust and safety.

Presenters

Stephen Ufford, Founder, CEO

Ufford has founded four data-focused startups over the last decade while working in the role of CEO. As a serial entrepreneur, he challenges the status quo and if it’s broken, he likes to fix it.
LinkedIn

Anatoly Kvitnitsky, Director of Corporate Development

With solid startup and corporate experience, Kvitnitsky leads strategic partnerships and data acquisition for Trulioo.
LinkedIn

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FinovateSpring 2015 Sneak Peek: Part 1

By Julie Muhn (@julieschicktanz) Posted on April 7, 2015
Categories: Alpha Payments Cloud, CUneXus, DRAFT, FinovateSpring 2015, FinovateSpring 2015 Sneak Peek, FundAmerica, SayPay, StockViews, TrueAccord

FinovateSpring 2015 launches next month on May 12 and 13. That gives us five weeks to review the 72 companies that will step up on stage in San Jose.

We’ll be featuring seven companies twice a week in our Sneak Peek series. The first set includes:

This will be Finovate’s eighth conference in the Bay Area and our second year in San Jose. Interested in being among the first to see the newest fintech this spring? Pick up your ticket here to join us.

Alpha Payments Cloud’s AlphaHub consolidates the payments world onto one platform enabling banks, merchants, MSPs and ISOs to access any payment type, any solution provider, anywhere.

Features:

Access every transaction-centric solution vendor
Consolidate all integrations to one platform
Mitigate risks and costs by orchestrating across vendor functionality

Why it’s great
The AlphaHub gives instant access to any payment type, any solution provider, anywhere in the world.

Presenter: Oliver Rajic, CEO
Rajic is a global business development leader and payments expert whose vision is bringing the payments world into the 21st century.
LinkedIn

CUneXus is one of just ten to watch on KPMG’s report of “The Best Fintech Innovators of 2014,.” CUneXus stands at the forefront of the transition to a new era of data-driven, on-demand lending and borrowing.

Features:

Perpetual Loan Approval
“One-Click” access to preapproved loans at every touchpoint
Integrated into leading online- and mobile-banking platforms

Why it’s great
CUneXus brings the “one-click” convenience and mobility consumers have come to expect, helping lenders maximize the value and profitability of existing customer relationships.

Presenters

Dave Buerger, Co-Founder, President & CEO
Buerger is an award-winning financial services marketer and strategist with a noteworthy record of achievement, spanning a diverse array of marketing mediums and industry verticals.
LinkedIn

Darin Chong, Co-Founder & COO
Chong draws from 17+ years of experience in consumer financial services with expertise in marketing, operations, and project management.
LinkedIn

DRAFT changes the way people view, think and act about investing by comparing your returns, fees and allocation to top-performing portfolios.

Features:

Track all of your investments in one spot
Side by side return, fee, and allocation comparisons
Obtain a blueprint showing portfolio gaps to help maximize returns and lower fees

Why it’s great
DRAFT has created a better investment benchmark by comparing real portfolios to one another. It’s simple, transparent, and community focused.

Presenters

Brad Lawler, President, co-founder
Lawler has 10 years’ experience in the financial services industry, including as a high-net-worth adviser at a risk-analysis software firm. He also spent time with a big-data infrastructure company.
LinkedIn

Jason St. Peter, CEO, co-founder
St. Peter has 15 years of experience in sales, marketing, and business development in the high-tech industry. Prior to DRAFT, St. Peter created and ran the Dell For Entrepreneurs program for Dell, Inc.
LinkedIn

FundAmerica provides API-enabled escrow, payment processing, and securities compliance to portals engaged in technology-driven capital formation via the JOBS Act (506b/c, Reg A+, 4(a)(6) crowdfunding).

Features:

Easy-to-implement API and “Invest Now” buttons
View all data and events in the control panel
Ensure compliance with federal and state regulations

Why it’s great
FundAmerica provides the crowdfunding industry with the best and only technology-integrated compliance and back-office solution.

Presenters

Scott Purcell, CEO, founder
Purcell is a leader in the crowdfunding industry with experience in both technology and securities.
LinkedIn

Jonathan Self, President, CCO
Self-served as a compliance examiner at FINRA, and was a capital markets specialist at the Federal Reserve Bank of Atlanta.

Scott Andersen, General Counsel
Andersen was the deputy chief counsel at FINRA; enforcement director at the NYSE; and assistant attorney general for the state of New York.

SayPay enables users to make or schedule bill payments instantly by simply speaking a one-time, secure “SayPay Code”—all without the need to sign in or remember passwords!

Features:

Eliminates late charges and interest expense
Billers get paid faster
Combines voice recognition, biometric voice authentication and mobile technologies into a seamless user experience

Why it’s great
Financial institutions can re-use SayPay across the enterprise, for website sign-in, online purchases, P2P transfers, step-up authentication and more for optimal return on investment.

Presenter

Steve Hoffman, CEO, founder
Hoffman has 25+ years of experience in payments, digital banking, and authentication, and holds several patents for internet and mobile payment technologies.

StockViews is an online equity research platform that connects investors with independent analysts.

Features:

A meritocratic platform that pinpoints alpha generators
Identifies analysts with expertise relevant to the fund manager
Harnesses the wisdom of crowds to assist investment decisions

Why it’s great
Our product harnesses collective intelligence by identifying and isolating the opinions of analysts who consistently outperform the market.

Presenters

Tom Beevers, CEO, co-founder
Beevers is the CEO of StockViews. He was previously a fund manager at Newton in London. He holds a degree in natural sciences from Cambridge.
LinkedIn

TrueAccord offers a machine-learning-based, automated, and friendly collection platform that effectively services the new age of financial services companies.

Features:

Adapts to consumer preference with new communication channels; increases satisfaction
Adapts to consumer behavior; increases recovery
Easy to audit and control; improves compliance

Why it’s great
Debt collection is ripe for disruption on the heels of alternative lending. TrueAccord is leading the market in rethinking this activity.

Presenters

Ohad Samet, CEO
Samet is head of analytics at Fraud Sciences; worked in new ventures at PayPal; founder at Analyzd; chief risk officer at Klarna; published writer, O’Reilly.
LinkedIn

Nadav Samet, CTO
Samet served as a senior software engineer at Google and contributed to several high-profile projects such as gmail, Google Flights, and more. Holds a masters in science in mathematics from Weizmann Institute of Science.
LinkedIn

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