FinovateSpring 2017 Sneak Peek Archives

FinovateFall Sneak Peek: AFS

By David Penn Posted on September 7, 2017
Categories: AFS, FinovateSpring 2017, FinovateSpring 2017 Sneak Peek

AFS is the only provider that has an agile, out-of-the-box solution – AFSVision – for all segments of commercial lending including syndications operating in real-time, anytime, anywhere.

Features

Mobile-enabled for better customer interaction
Real-time processing capabilities are scalable for all loan types and sizes
Cloud-based to be agile, compete, and grow

Why it’s great
AFSVision is an agile commercial lending solution that operates in real-time. It shrinks turn time to strengthen new/existing relationships and provides more time to win new deals.

Presenters

Jason Boyer, Product Manager, Capital Markets
Boyer has 20 years of capital markets experience supporting loan syndications and trading, TRS, OTC, and derivative products to drive business growth and value for clients.
LinkedIn

Bill Butryn, Director, Capital Markets
Butryn has been helping financial institutions leverage technology to reduce risk and cost, extract value, and drive revenue in capital markets for over 45 years.
LinkedIn

Mark Deese, Product Manager, AFSVision
Deese collaborates with technology innovators to provide strategic product initiatives that help a wide array of clients benefit from AFSVision’s robust capabilities.
LinkedIn

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FinovateFall Sneak Peek: United Income

By Tyler Ferst Posted on August 10, 2017
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, United Income

United Income’s goal is to bring their members’ retirement dreams to life. They invented a money management solution that extends the life of money to complement the innovations that have extended human life.

Features

Financial plans that simulate life events, not just market outcomes
Goal-based investment strategies and asset management
Personalized drawdown strategies and a retirement paycheck

Why it’s a must-see
United Income’s product reflects a deeply-held belief that financial decisions are interconnected. They translate their unique understanding into a powerful and personalized money management solution for their members.

Presenters

Matt Fellowes, Founder & CEO
Fellowes has been a leader in the consumer finance market for over 20 years. He previously served as Morningstar’s Chief Innovation Officer and as founder and CEO of HelloWallet.
LinkedIn

Andrew Vincent, VP of Product
Vincent has managed software products at Morningstar, HelloWallet, and BlackBoard. His products have won Best in Show at Finovate 2015 and have forged partnerships with large financial institutions.
LinkedIn

Meggie Ladlow, Senior Software Engineer
Before joining United Income, Ladlow worked as an engineer at Peter Thiel’s Palantir Technologies.
LinkedIn

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot.

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FinovateFall Sneak Peek: Moven Enterprise

By Tyler Ferst Posted on August 8, 2017
Categories: FinovateFall 2017, FinovateSpring 2017 Sneak Peek, Moven

Moven is transforming the financial experience. We do this by bringing value to your customers in real-time and driving positive measurable business outcomes for your bank – a true win-win situation.

Partner with Moven and bring to market an app that will help your bank:

Increase cross-sell & upsell
Drive deeper more trusted customer relationships
Help customers spend, save and live better

Why it’s a must-see

Don’t miss the chance to see our revamped Wishlist functionality, all new savings velocity calculator, and chatbot prompter.

Presenters

Morten Kriek, VP EMEA
LinkedIn

Ryan Walter, GM Enterprise Delivery
LinkedIn

Check out more previews of upcoming FinovateFall presentations. Visit our registration page to save your spot.

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FinovateFall First Wave of Presenters Announced!

By Tyler Ferst Posted on August 1, 2017
Categories: FinovateFall 2017, FinovateSpring 2017 Sneak Peek

FinovateFall 2017 is approaching quickly and the excitement is building! After a very competitive application process, we’ve hand-picked the most cutting-edge companies to show you the latest tech they have coming out of the shop.

Don’t miss your chance to see the future of fintech debut live. G et your ticket now and save $200 if you book by August 4th.

View the latest agenda.

Space is limited – book by August 4th and save $200.

Book online, call 1 (888) 670-8200, or email register@knect365.com.

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FinovateSpring Sneak Peek: Tyro

By David Penn Posted on April 20, 2017
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, Tyro

Tyro integrates payments, banking, and lending into one simple and transparent product as the only fintech in Australia with an unrestricted banking license.

Features

Ultra convenience through seamless integration of accounting, banking, and payments
Accelerate business growth with Smart Growth Funding
Only Australian fintech with an unrestricted banking license

Why it’s great
Fully-integrated and seamless solution that brings together payments, deposits, and lending into one mobile solution.

Presenters

Christopher Logan, Head of Software Engineering – Lending, Mobile, Web, and Data
LinkedIn

Caitriona Kelly, Delivery Lead
LinkedIn

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FinovateSpring Sneak Peek: Eltropy

By David Penn Posted on April 20, 2017
Categories: Eltropy, FinovateSpring 2017, FinovateSpring 2017 Sneak Peek

Eltropy’s client engagement platform increases share of wallet, new client acquisition, and productivity of client-facing teams at banks, wealth, insurance, and financial services firms.

Features

Easily curate, share, track, and analyze content
Use “text messaging” to communicate with clients the way they want to
Meet compliance with automated Salesforce updates and archival of text messages

Why it’s great
Embrace the “text messaging” revolution to build deeper, trusted relationships with prospects and clients.

Presenters

Ashish Garg, CEO
Garg founded Eltropy with the vision of simplifying the buying experience. A great buyer experience translates into rapid revenue growth by reducing sales cycle times and increasing lead conversion.
LinkedIn

Troy Pittock, VP Sales
Pittock leverages his background in financial services, solar, and sales leadership to help customers increase sales and reduce costs by creating a phenomenal customer buying experience.
LinkedIn

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FinovateSpring Sneak Peek: cyberProductivity

By David Penn Posted on April 20, 2017
Categories: cyberProductivity, FinovateSpring 2017, FinovateSpring 2017 Sneak Peek

FinAutomate, the automated accounting platform from cyberProductivity, helps SMBs manage cash in real-time, and boosts sales of factoring, loans and payments. The bank branded solution is delivered within the banking internet platform.

Features

Features real-time booking, automated alerting, and task planning
Creates new sales scenario for banks thanks to real-time accounting data
Attracts new clients to boost sales of factoring and loans

Why it’s great
Make your SMB clients happy and loyal by extending the banking experience with a bank branded automated accounting platform. Help SMBs to manage cash and be the first to offer factoring and loans when needed.

Presenters

Rafal Strzelecki, President of the Board, CEO
Strzelecki is a serial entrepreneur with a recent exit from BPO company. He has ten years experience in AI, accounting, robots, and is a bank branded cloud accounting expert, a CEMBA, and an automation engineer. He was a MIT FinTech Future Commerce Finalist.
LinkedIn

Tom Gorski, Head of SME Business at mBank
Gorski heads 500k+ SMB division at mBank. He was BCG Manager for nine years, based in Chicago, Warsaw, and Kuala-Lumpur, and has an EMBA from Columbia Business School. mBank won the Best Bank for SMEs (Forbes) and EFMA-Accenture Silver Medal in 2016.
LinkedIn

Robert Kaliszuk, CIO
Kaliszuk is an experienced IT manager with a track record in complex project management and innovative technology implementation.
LinkedIn

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FinovateSpring Sneak Peek: AFS

By David Penn Posted on April 20, 2017
Categories: AFS, FinovateSpring 2017, FinovateSpring 2017 Sneak Peek

AFS is the only provider that has an agile, out-of-the-box, commercial lending solution geared for growth – AFSVision – that is mobile and digital, operating in real-time.

Features

Mobile enabled for the on-the-go
Real-time to speed up customer interaction
Cloud-based to be agile, compete, and grow

Why it’s great
AFSVision, an agile, commercial lending solution that operates in real-time. It shrinks turn times to strengthen existing relationships, providing more time to win new deals.

Presenters

Chris Maciel, Director
Maciel has a 25-year proven track record of matching clients to the innovative financial and technology solutions needed to help grow business and drive revenue.
LinkedIn

Mark Deese, Global Product Manager
Deese collaborates with technology innovators to provide strategic product initiatives that help a wide array of clients benefit from AFSVision’s robust capabilities.
LinkedIn

John Dubil, Managing Director Application Development
Dubil leverages 25+ years of developing and successfully delivering innovative, complex lending solutions for the financial industry to help clients achieve their growth and business goals.
LinkedIn

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FinovateSpring Sneak Peek: FUCO & Solution

By David Penn Posted on April 20, 2017
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, FUCO & SOLUTION

FUCO & SOLUTION specializes in assisting financial institutions in customer communication and account management with innovative, interactive robo-statements.

Features

Advisory: Suggest right-for-you financial products interactively
Transactional: Complete online application and transaction in one place
Social empowered: Circle-economy engagement

Why it’s great
Statements are the best, most direct ,and most trustworthy channel for banks to communicate with clients.

Presenter

Alex Lin, Chairman and CEO
With 15+ years professional services/solutions experience in information and financial fields, Lin successfully helps major banks to move into fintech era to elevate user services for the next generation.
LinkedIn

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FinovateSpring Sneak Peek: Tavant Technologies

By David Penn Posted on April 20, 2017
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, Tavant

Features

Reduces loan origination costs by 40%
Routes loan efficiently through path of least resistance
Eliminates paper with digital loan file

Why it’s great
Tavant VELOX enables hyperconnected lending, turning every element digital.

Presenters

Abhinav Asthana, Director of Products
Asthana heads product innovation and strategy for Tavant’s consumer lending product suite, VELOX. Previously, he ran product strategy and headed the innovation roadmap for a leading LOS (NetOxygen).
LinkedIn

Mohammad Rashid, Vice President, Consumer Lending
Rashid heads consumer lending and capital markets at Tavant Technologies. He provides strategy and thought leadership to enable growth and comes with more than 25 years of expertise in the lending space.
LinkedIn

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FinovateSpring Sneak Peek: HEDG

By David Penn Posted on April 19, 2017
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, HEDG

HEDG is changing the investment industry by creating an ultra-personalized investment experience, eliminating generic ETF offerings and enabling human advisors and investors to engage.

Features

Builds unique “funds” for each user rather than a generic ETF
Offers personalized investment advice due to the unique portfolio of each investor via AI engine
Connects users with an advisor

Why it’s great
HEDG has changed the dynamic in digital investing. Rather than treating people as a generic risk score, HEDG builds personalized investment funds and connects users with human investment advisors.

Presenters

Robert Rutherford, Founder, CEO
Rutherford is the founder and CEO of HEDG. He has extensive experience across fintech and financial services from the Fortune 500 – JP Morgan and VISA – to venture-backed startups such as Dwolla.
LinkedIn

Dan Hoffmann, Co-founder, Product and Engineering
Hoffmann has been in product and engineering for over a decade, building technical solutions for a variety of industries including sports, music, and advertising.

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FinovateSpring Sneak Peek: SynapsePay

By David Penn Posted on April 19, 2017
Categories: FinovateSpring 2017, FinovateSpring 2017 Sneak Peek, SynapsePay

A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. Pick up your tickets today and save your spot.

SynapsePay provides instant identity authentication via a 5 second, user-uploaded video. No need for live agent nor associated costs. All technology powered by AI using vision, speech, and lip reading algorithms.

Features

Video Auth: Vision, Speed, and Lip Reading. All three work together to eliminate the chance of fraudulent transactions and account openings. Also eliminates staffing and customer acquisition costs.

Why it’s great
Identity authentication using just a five-second video. No human intervention. Eliminates fraud. Instant, accurate, reliable, and easy to integrate into your platform and processes.

Presenter

Sankaet Pathak, CEO and Founder
Pathak lay the foundations of Synapse while completing a Master’s in computer engineering at the University of Memphis. He is driven by a need to make quality banking products accessible to all.
LinkedIn

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