FinovateSpring 2016 Sneak Peek Archives - Page 4 of 6

FinovateSpring Sneak Peek: Advisor Software

By Julie Muhn (@julieschicktanz) Posted on April 19, 2016
Categories: Advisor Software, FinovateSpring 2016 Sneak Peek

Advisor Software (ASI) is a cloud provider of wealth-management apps and APIs, and is a strategic partner of Salesforce. The company has multiple patents in the area of goal-based investing.

Features:

Streamlined acquisition process to easily acquire, onboard, and advise clients
Operational efficiency to automate portfolio management and account maintenance
Modern UI to digitize your customer experience

Why it’s great
ASI’s apps for Salesforce Financial Services Cloud put CRM at the center of adviser practice-management, enabling financial advisers to be truly efficient and customer-centric through scalable onboarding and investing.

Presenters

Kevin Kraus, VP, Product
Kraus is responsible for product management at Advisor Software. Previously he spent 20+ years at Charles Schwab in various client and product management roles.
LinkedIn

Tom Flint, VP, Sales
Flint is responsible for sales at Advisor Software. He has 20+ years of fintech sales experience at firms that include Addepar, Box, Advent, Schwab, and Salesforce.
LinkedIn

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FinovateSpring Sneak Peek: brandCrowder

By Julie Muhn (@julieschicktanz) Posted on April 19, 2016
Categories: brandCrowder, FinovateSpring 2016 Sneak Peek

brandCrowder’s equity crowdfunding platform offers syndication services and portfolio functionality. Crowdfunding-curated franchise deals match franchisees and investors with the right franchise opportunity.

Features:

Equity crowdfunding-compliance and -offering platform
Functionality to build your own portfolio
Syndication services

Why it’s great
brandCrowder has coded the ability to shift compliance and regulatory work onto CFA and RIA primary agents that advise on all accounts.

Presenters

Robert Armiak, CEO, brandCrowder
Armiak, former treasurer of Alliance Data [NYSE:ADS], was named in 2010’s 100 Most Influential People in Finance.
LinkedIn

Francois Nabwangu, Co-founder, brandCrowder
Nabwangu is an experienced business development and franchise compliance executive, and formerly CBDO with the Viridian Group.
LinkedIn

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FinovateSpring Sneak Peek: Blend

By David Penn Posted on April 14, 2016
Categories: Blend, FinovateSpring 2016, FinovateSpring 2016 Sneak Peek

Blend is a Silicon Valley technology company empowering lenders to originate efficient, data-driven mortgages while offering their borrowers a compelling user experience.

Features:

Drive down the costs of originations
Maintain airtight digital compliance
Originate borrower-friendly mortgages from any device in just weeks

Why it’s great
Blend is empowering lenders across the country to originate efficient, data-driven mortgages.

Presenters

Pranay Kapadia, Head of Product Development
Kapadia is the VP of Product at Blend where he owns the vision and roadmap of the Blend product. Before Blend, he was head of product management for Intuit.
LinkedIn

Alec Roth, Sales
Roth is a member of the Blend sales team bringing efficient, data-driven mortgages to lenders across the country. Prior to Blend, Roth held sales positions at Atlassian and Marketron.
LinkedIn

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FinovateSpring Sneak Peek: EquityZen

By David Penn Posted on April 14, 2016
Categories: EquityZen, FinovateSpring 2016, FinovateSpring 2016 Sneak Peek

EquityZen is a streamlined investment platform focused on offering access to proven, pre-IPO technology companies for individuals, advisers, and institutional investors.

Features:

Professional investors can securely execute investments for multiple clients
Integrated analytics allow management of all of clients’ private investments
Simplified research tools

Why it’s great
We’re bringing the power of our platform, which has provided access to many of the largest VC-backed U.S. companies in the U.S., seamlessly to institutional investors.

Presenters

Atish Davda, CEO
Davda is the CEO and co-founder of EquityZen. Prior to founding EquityZen, he was product lead at Ampush. He began his career as a financial engineer at AQR Capital.
LinkedIn

Ketan Bhalla, Product Lead
Bhalla leads product at EquityZen. Prior to EquityZen, he was the COO of Sliced Investing and was previously a vice president in J.P. Morgan’s Alternative Investments Group.
LinkedIn

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FinovateSpring Sneak Peek: CUneXus

By David Penn Posted on April 14, 2016
Categories: CUneXus, FinovateSpring 2016, FinovateSpring 2016 Sneak Peek

AutoXpress by CUneXus and Edmunds.com eliminates the uncertainties and frustrations of car buying by instantly connecting a preapproved loan to real-time auto dealership inventory.

Features:

Seamless online and mobile banking integration
Access to real-time inventory at more than 13,000 auto dealerships nationwide
Locked-in, up-front pricing on specific vehicles

Why it’s great
An end-to-end, vehicle-purchasing solution inside online and mobile banking. Lender-approved and dealer-guaranteed. No haggling. No loan applications. Auto purchasing made easy—the way it ought to be.

Presenters: President and CEO Dave Buerger, LinkedIn; CTO John Reich, LinkedIn

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FinovateSpring Sneak Peek: Comarch

By David Penn Posted on April 12, 2016
Categories: Comarch, FinovateSpring 2016, FinovateSpring 2016 Sneak Peek

Comarch is a leading software house in Europe. Comarch Wealth Management is, in turn, a solution allowing banks to devise investment strategies fully aligned with their clients’ needs and objectives.

Features:

Consolidation of key data on all assets belonging to affluent individuals or families
Personalized financial planning and investment advisory in one powerful app
A whole new customer experience

Why it’s great
It significantly assists financial institutions in letting clients stay in control of their assets (and never lose sleep over losing them out of sight).

Presenters

Jerry Filipiak, CEO and Chairman of the Board
CEO of Comarch Inc. and founder of SoInteractive, Filipiak has studied at Virgina Tech and Cornell University. His passion lies in theoretical computer science.
LinkedIn

Diana Chin, Human Resources and Operations, New York City
Chin served in telecommunications before joining Comarch Inc. and becoming an integral part of their New York operational team.
LinkedIn

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FinovateSpring Sneak Peek: SWITCH

By David Penn Posted on April 12, 2016
Categories: FinovateSpring 2016, FinovateSpring 2016 Sneak Peek, SWITCH

SWITCH is a Seattle-based fintech company developing the first automated payment card and online account updater to help consumers update their cards and payment methods wherever they shop online.

Features:

Users can update their credit cards where they shop online.
Card issuers can get their cards into circulation faster.
Merchants can ensure the card they have on file stays current.

Why it’s great
SWITCH’s innovative technology for card updating and visibility utilizes patent-pending machine-learning technology to benefit card issuers, merchants, and consumers alike.

Presenter: CEO Chris Hopen, founder
Now on his third startup, Hopen combines deep experience in networking and security technologies along with a savvy business sense to developing solutions for the fintech market.
LinkedIn

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FinovateSpring Sneak Peek: Moven

By David Penn Posted on April 12, 2016
Categories: FinovateSpring 2016, FinovateSpring 2016 Sneak Peek, Moven

Brett King, CEO of Moven, and Rizwan Khalfan, chief digital officer of TD Bank, will demo the TD MySpend app for the first time at FinovateSpring.

Features:

Moven and TD Bank will demo MySpend, a complete integration of the Moven platform within TD Bank’s mobile ecosystem.

Presenters: Brett King, CEO and founder, Moven; Rizwan Khalfan, chief digital officer, TD Bank

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Finovate Alumni News

By David Penn Posted on April 12, 2016
Categories: Alkami Technology, BehavioSec, Comarch, Envestnet, FinovateSpring 2016, FinovateSpring 2016 Sneak Peek, Fiserv, Geezeo, Malauzai, Moven, Streamdata.io, SWITCH, ThreatMetrix, Top Image Systems

On Finovate.com

“Malauzai to Offer Geezeo-Powered PFM Tools”

Check out our latest FinovateSpring Sneak Peeks featuring:
- Comarch
- Moven
- SWITCH

On FinDEVr.com

“FinDEVr New York Presentation Videos Live on FinDEVr.com”

Around the web

Top Image Systems appoints Kristian Niklasson as its new chief services officer.

Alkami Technology teams up with Easy Solutions to add anti-fraud technology to its digital banking platform.

Irish Tech News interviews Moven CEO Brett King. See Moven at FinovateSpring next month in San Jose.

Fiserv Investment Services President Cheryl Nash named executive leader for Envestnet Institute On Campus’ “Women in Wealth Management” program.

API report covers Streamdata.io.

ThreatMetrix launches new release with deeper decision analytics, enhanced mobile offering, and stronger authentication capabilities.

BehavioSec, Nationwide, Unisys Team Up on Biometrics.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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FinovateSpring Sneak Peek: OurCrowd

By Julie Muhn (@julieschicktanz) Posted on April 7, 2016
Categories: FinovateSpring 2016 Sneak Peek, OurCrowd

OurCrowd breaks barriers to startup investing by providing global, VC-level dealflow, due diligence and terms to accredited investors around the world.

Features:

Review investment opportunities in private deal rooms
Invite trusted contacts into investment discussion and review
Discover insight and expertise from the wider community

Why it’s great
The OurCrowd app introduces an interactive investment discovery and review process to help investors make better choices and more informed decisions.

Presenter: Shai Ben Tovim, Chief Product Officer

Shai leads the OurCrowd team in developing the strategy, platform and user experience that generate value and support scale in startup crowd-investing.
LinkedIn

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FinovateSpring Sneak Peek: SwipeStox

By Julie Muhn (@julieschicktanz) Posted on April 7, 2016
Categories: FinovateSpring 2016 Sneak Peek, Swipestox

SwipeStox offers single-trade-based copying and signal creation with one swipe. SwipeStox is the simplest social trading app worldwide with in-built risk management. It is fun and exciting.

Features:

Account syncing and account opening in seconds
Facebook-like activity-feed allows you to follow every update about trading and traders
Personal news feed according to your individual requirements

Why it’s great
SwipeStox is the fastest-growing social trading community worldwide which allows the users to consume news and video content, to get firsthand experience in trading, and to trade the financial markets.

Presenters

Benjamin Bilski, CEO and Founder
Ben is a serial entrepreneur, having founded e-commerce and mobile startups. He holds an M.S. from the European Business School and was a former German Champion in swimming.
LinkedIn

Wladimir Huber, Managing Director and Co-founder
Wladimir has worked several years as a professional trader in an international investment bank and founded an e-commerce startup. He holds an M.A. in finance form Leuphana University.
LinkedIn

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FinovateSpring Sneak Peek: OmnyPay

By Julie Muhn (@julieschicktanz) Posted on April 7, 2016
Categories: FinovateSpring 2016 Sneak Peek, OmnyPay

OmnyPay empowers brands to build a private-label commerce ecosystem that encourages consumers to use their mobile phone for all aspects of their buying journey.

Features:

Integrated platform for payments, loyalty rewards and offers
Converts any surface into a point of commerce with self checkout
Omnichannel functionality across web, app and physical stores

Why it’s great
OmnyPay dematerializes the point of sale to create a next-generation checkout-experience that’s free of hardware and system dependencies.

Presenters

Ashok Narasimhan, CEO and Co-founder, Board Member at OmnyPay
Ashok is a serial entrepreneur, active board member and investor. He’s been instrumental in founding and building several companies that grew into billion-dollar, global corporations.
LinkedIn

Amitaabh Malhotra, CMO, OmnyPay
Amitaabh has 20 years of experience leading mobile technology companies, from startups to established players. At OmnyPay, he oversees marketing and products and dreams up new ways to wow shoppers.
LinkedIn

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