FinovateSpring Sneak Peek: Polly Portfolio

PollyPortfolio_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

Polly Portfolio provides technology for wealth and asset managers that empowers financial advisers and clients to utilize investment research exactly how they want.

Features:

  • Transform investment research from static and prescriptive to interactive and conversational
  • Incorporate client opinions into dynamic investment models
  • Experience low friction/high frequency digital interactions

Why it’s great
Polly Portfolio is passionate about making world-class investment research more accessible and more useful through interactivity.

Presenter: Jasen Yang, CEO and FounderPollyPortfolio_JasenYang Yang is a 16-year finance vet, last as a partner at a $13 billion alternative asset management firm. He left an MD/PhD in computational neuroscience to design financial products and wants to make up for that.
LinkedIn

FinovateSpring Sneak Peek: Race Data

RaceData_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

Race Data’s Relationship Accelerator is a scalable, comprehensive, data-driven marketing platform built on a consortium foundation that makes the power of customer analytics accessible for small banks.

Features:

  • Proprietary data-hub enables robust analytics on combined data
  • Standardized, event-driven marketing programs can be effectively optimized
  • Outputs drive each client’s unique branding, content, and offer

Why it’s great
Race Data’s Relationship Accelerator delivers big-bank customer-analytics on a small-bank budget, building relationshipos by turning data into knowledge that drive timely and relevant engagements.

Presenters
Jeff Helm, Director – Account Services, Race Data
LinkedIn

Jeff Deppen, CIO, Orrstown Bank
LinkedIn

FinovateSpring Sneak Peek: Obloco

Obloco_homepage_Apr2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

Obloco Expense Reporting is a white-label, FI-branded expense-reporting solution, tailor-made for small businesses and available to business banking members within their online banking.

Features:

  • Simple expense reporting tailor-made for small businesses
  • Centralized experience to a place they already know and trust: online banking
  • White-label solution; re-engaging members with the FI

Why it’s great
Obloco Expense Reporting benefits both the member and the FI by solving a real pain-point for small businesses while re-engaging bank and credit union members with their institution.

Presenters

Obloco_VictorYefremovVictor Yefremov, CEO
LinkedIn

 

 

 

Obloco_SamFlemingSam Fleming, CTO
LinkedIn

FinovateSpring Sneak Peek: Quid

Quid_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

Quid is radically changing how you interact with information, turning a simple search into a profound, visual exploration of your data.

Features:

  • Users have access to integrated global data sources
  • Users can visualize and explore any textual data stream to gain insights
  • Users can upload and visualize custom data

Presenters

Quid_LowellDoppeltLowell Doppelt, VP of Sales
Doppelt brings a decade of strategic decision-making expertise to Quid from both the public and private sectors. Before Quid, he served financial services clients at McKinsey & Co.
LinkedIn

 

 

Quid_SarahPilewski2Sarah Pilewski, Principal
Pilewski is an early member of the Quid team, and principal of Quid’s Financial Services practice. Prior to Quid, she worked in private equity and strategy consulting.
LinkedIn

 

FinovateSpring Sneak Peek: Blend

blend_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

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

PranayKapadia_BlendPranay 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

 

 

AlecRoth_BlendAlec 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

FinovateSpring Sneak Peek: EquityZen

EquityZen_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

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

AtishDavda_EquityZenAtish 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

 

 

KetanBhalla_EquityZenKetan 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

FinovateSpring Sneak Peek: CUneXus

CUneXus_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

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

FinovateSpring Sneak Peek: Comarch

Comarch_homepage_Apri2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

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

Comarch_JFilipiakJerry 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

 

 

Comarch_DianaChinDiana 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

 

FinovateSpring Sneak Peek: SWITCH

SWITCH_homepageApril2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

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.

Switch_ChrisHopenPresenter: 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

FinovateSpring Sneak Peek: Moven

Moven_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

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

Finovate Alumni News

On Finovate.com

  • “Malauzai to Offer Geezeo-Powered PFM Tools”

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.

FinovateSpring Sneak Peek: BaseVenture

BaseVenture_homepage_April2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals, May 10 & 11. Register now.

BaseVenture simplifies and automates fund management and administration for the more than 40,000 small and medium-sized private funds in North America.

Features:

  • Stop chasing paperwork and “wet” signatures from investors
  • Manage your fund with powerful, fund-specific accounting, reporting, and CRM
  • Share data/documents both securely and conveniently

Why it’s great

BaseVenture’s flagship product called “FundManager.io” is an SaaS platform designed for fund managers and administrators to digitally manage their investors and funds, execute investments, and more.

BaseVenture_JohnPizziPresenters

John Pizzi, Co-founder and CEO

Pizzi is a serial entrepreneur and fintech leader. He is the co-founder and CEO of BaseVenture. Previously, Pizzi was COO of mFoundry (sold to FIS).
LinkedIn

 

BaseVenture_SteveLemmerSteve Lemmer, Director of Product

Lemmer leads BaseVenture’s product team. With 20+ years of experience, Lemmer is an expert in all aspects of private fund management and administration.
LinkedIn