FinovateSpring 2021 Sneak Peek |

FinovateSpring Digital 2021 Sneak Peek: Help With My Loan

By oliver Posted on May 4, 2021
Categories: Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek, Help With My Loan

Help With My Loan ‘s software is helping banks, brokers, and consumers find the right loan. Its automated processing underwrites and matches at a 95% funding rate in commercial, residential, business, and personal loans.

Features

Improve front-end lending performance with back-end software
Save up to 80% in time on financial document analysis
Underwrite loans right from your website 24/7

Why it’s great
The software’s AI ensures you navigate though market changes, uncertain economic changes, and helps lenders maximize their team’s performance.

Presenter

Chris Karageuzian, CEO & Co-Founder
Karageuzian is the Co-Founder and CEO of Helpwithmyloan.com. He has over 20 years of experience working in sales and management for Coldwell Banker, Wells Fargo, JP Morgan Chase, and U.S. Bank.
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FinovateSpring Digital 2021 Sneak Peek: FormHero

By oliver Posted on April 27, 2021
Categories: Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek, FormHero

FormHero is redefining the way people think about data. The company’s extensible, low-code platform makes capturing and sharing information as simple as having a conversation.

Features

Simplifies customer and employee experiences
Is flexible and can be integrated with existing processes
Dynamically collects data and outputs it to various formats

Why it’s great
FormHero’s platform is an enterprise technology enabler that provides an easier path to digitization. It enhances or replaces legacy processes to create smart digital experiences for both employees and customers.

Presenter

Art Harrison, Chief Growth Officer & Co-Founder
Harrison is Co-Founder and Chief Growth Officer of FormHero. He is a former software developer and entrepreneur now responsible for FormHero’s overall client growth and service delivery.
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FinovateSpring Digital 2021 Sneak Peek: Finalytics.ai

By oliver Posted on April 27, 2021
Categories: Finalytics.ai, Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek

Finalytics.ai is a platform that improves customer and member acquisition and retention for community banks and credit unions using data, machine learning, and dynamic content creation.

Features

Automates assessment of an FI’s digital practice to its peers
Generates growth for FIs through state-of-the-art technology
Improves customer retention with unique digital experiences

Why it’s great
Finalytics.ai identifies digital best practices, accesses multiple data sources, and applies machine learning to create digital content unique to the needs of potential and existing customers and members.

Presenters

Craig McLaughlin, CEO
McLaughlin has 20 years’ experience setting winning digital strategies for banks and credit unions as CEO of Extractable. He’s co-founded Finalytics.ai to address a whitespace in data and AI for banking.
LinkedIn

Mark Ryan, Chief Analytics Officer
Ryan is the data expert for banks and credit unions as it relates to digital acquisition and building relationship depth. He led analytics projects for Visa, Charles Schwab, and many banks and CUs.
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FinovateSpring Digital 2021 Sneak Peek: Faraday

By oliver Posted on April 27, 2021
Categories: Faraday, Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek

Faraday is the leading prediction cloud for financial brands, letting teams work smarter and grow faster by bringing data science into the systems they already know and love.

Features

Build to predict behavior, from acquisition to retention
Power your favorite systems with 60+ integrations and AI
Fully operational in 6 to 8 weeks, all ingredients included

Why it’s great
Faraday lets you power your entire stack with AI that’s faster than hiring a single data scientist.

Presenter

Cory Albert, Director of Financial Services Partnerships
Albert has a strong background in strategic software and marketing technologies. At Faraday, he helps clients implement custom AI capabilities to exceed their goals.
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FinovateSpring Digital 2021 Sneak Peek: Vymo

By oliver Posted on April 27, 2021
Categories: Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek, Vymo

Vymo helps drive efficiency throughout the sales funnel, giving organizations greater visibility and control into their sales processes and driving predictable revenue.

Features

Automated data capture for seamless sync with CRM
Contextual suggestions for advisors and relationship managers
Analytics and reporting for sales managers and leadership

Why it’s great
Vymo can act as a stand-alone CRM but can also act as a layer of intelligence and automation on top of a pre-existing CRM.

Presenter

Yamini Bhat, CEO & Co-Founder
Bhat is the Co-Founder and CEO of Vymo. She is recognized as a thought leader in driving sales transformation and new technology implementation for large enterprises.
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FinovateSpring Digital 2021 Sneak Peek: Coconut Software

By oliver Posted on April 27, 2021
Categories: Coconut Software, Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek

Coconut Software is a leading customer engagement platform for financial institutions that want to improve the digital and physical engagement of their staff and customers.

Features

Reduce time to organize meetings between staff and customers
Capture interest as soon as a customer takes action
Increase engagement with customers through the buyer journey

Why it’s great
By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently improve satisfaction scores, decrease churn, and increase sales.

Presenter

Andre Doucette, Senior Solutions Engineer
Doucette is a Senior Solutions Engineer at Coconut. He works closely with our customers to make sure our solutions are a good fit to solve their business needs.
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FinovateSpring Digital 2021 Sneak Peek: FINBOA

By oliver Posted on April 22, 2021
Categories: FINBOA, Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek

FINBOA’s workplace automaton platform and workflow solutions, including Regulation E Dispute Tracking, transform compliance processing for banking institutions, increasing efficiency by 80-90%.

Features

Improve efficiency and customer experience with process automation
Reduce regulatory deficiencies and compliance risk with workflow solutions
Increase information access with centralized data management

Why it’s great
With impactful, easy to adopt, and quick to deploy process automation solutions, FINBOA helps banks and credit unions improve compliance, efficiency, and customer experience enterprise-wide.

Presenters

Dave Hunkele, Advisor to FINBOA
Hunkele advises FINBOA through his company, Kreativelabs Consulting, and works with fintechs, financial institutions, and industry associations helping organizations innovate, grow, and transform.
LinkedIn

Raj Singal, CEO & Founder
Singal is the CEO & Founder of FINBOA. He is a leading innovator in back-office process automation solutions for banks and credit unions.
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FinovateSpring Digital 2021 Sneak Peek: Quantum Metric

By oliver Posted on April 22, 2021
Categories: Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek, Quantum Metric

Quantum Metric helps organizations build better digital products faster. Our platform for Continuous Product Design gives business and IT teams a fast and quantified single version of truth.

Features

Enables real-time data driven decision making
Aligns siloed teams like business and IT
Centers the product design process around customer interactions

Why it’s great
Quantum Metric helps companies increase organizational alignment and digitally transform their customer experiences.

Presenters

Jake Canaan, Sales Engineering Manager
Canaan leads the Solutions Engineering teams in the Northeast and Great Lakes for Quantum Metric. He is based in Washington, DC.
LinkedIn

Trevor Pyle, Director of Product Marketing
Pyle is a Director of Product Marketing focused on the core Quantum Metric platform. He is based in beautiful Denver, Colorado.
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FinovateSpring Digital 2021 Sneak Peek: Aisot Technologies

By oliver Posted on April 22, 2021
Categories: Aisot Technologies, Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek

aisot helps trading and investment professionals make better decisions by providing next generation analytics and forecasts signals.

Features

reduce forecasting errors by up to 50%
adjust to different asset classes, time horizons, and goal functions
dynamically combine different data sources (structured & unstructured) in real-time

Why it’s great
aisot builds next generation signals for financial services, cutting forecasting errors by 50% and offering new opportunities for traders, market makers, and asset managers.

Presenter

Stefan Klauser, CEO & Co-Founder
Klauser is CEO & Co-Founder of aisot. Before he worked as Project Lead Finance 4.0 at the Chair of Computational Social Science at ETH Zurich.
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FinovateSpring Digital 2021 Sneak Peek: Agent IQ

By oliver Posted on April 22, 2021
Categories: Agent IQ, Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek

Agent IQ‘s customer engagement platform provides a unique high-touch, high-tech, omni-channel experience that uses AI to support FIs in being more proactive with their customers and automating mundane tasks.

Features

Increase your customer satisfaction
Drive more loyalty and share of wallet
Support and automate repetitive and mundane tasks with industry leading AI

Why it’s great
The platform is supercharged with AI (augmented intelligence) that improves communication and engagement with your customers leading to happier, more loyal, and more profitable customers.

Presenters

Slaven Bilac, CEO
Co-Founder with a PhD in AI, Bilac was the Search Lead in the Google Japan Office. Later he led the Cloud Machine Intelligence Group tasked with making Google-internal ML technology available on GCP.
LinkedIn

Soren Bested, CRO
Prior to Agent IQ, Bested served as COO and Global Head of Product for Monitise and then was part of the formative team at Pivotus Ventures as COO and Chief Product Officer.
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FinovateSpring Digital 2021 Sneak Peek: Foxit Software

By oliver Posted on April 22, 2021
Categories: Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek, Foxit Software

Foxit‘s PhantomPDF is a leading end-user productivity software for maximizing efficiencies in document processes across your entire enterprise.

Features

Simple and intuitive UI
Flexible deployment options
Fantastic value

Why it’s great
For financial institutions, PhantomPDF is an excellent balance of usability, functionality, and value.

Presenter

Stanley Chow, Sr Product Marketing Manager
Chow has a deep interest in forward-looking technology and how it impacts the everyday lives of people. Stanley enjoys learning about mobile payments, blockchain, and NFTs.
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FinovateSpring Digital 2021 Sneak Peek: Urjanet

By oliver Posted on April 22, 2021
Categories: Finovate, FinovateSpring 2021, FinovateSpring 2021 Sneak Peek, Urjanet

The Equifax Payment Insights solution, powered by Urjanet, empowers lenders to seamlessly integrate consumer-permissioned utility payment history into lending decisions.

Features

SOC 2 and GDPR-compliant data security
Enhanced risk assessment with historical and recurring payment data
API connections to utility and telecom accounts from across the globe

Why it’s great
With Payment Insights, consumers can share information to create a more complete financial profile, enabling lenders to better reach 63 million underbanked or unbanked adults.

Presenters

Corrigan Nolan, Director of Product Management
Nolan is on a mission to help people and businesses function more efficiently by automating tasks, with a background in product design and product management.
LinkedIn

Michael Pecen, VP Alternative Data Product & Strategy, Equifax
Pecen leads Alternative Data Product for Equifax, focusing on how consumer-permissioned and alternative data will empower consumers and improve credit lifecycle, screening, and identity processes.
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