FinovateSpring 2022 Sneak Peek: Goalry

FinovateSpring 2022 Sneak Peek: Goalry

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

Goalry is a unified “Money Mall” experience that converges personal finance management (PFM) with shopping to help members reach goals in one immersive space.

Features

  • Everything to achieve goals and comparison shop with a single login
  • Virtual real estate for embedded tech
  • Interactive and future-proof design

Why it’s great

Goalry’s platform improves the customer journey by providing a full funnel experience for everything finance and shopping in one virtual, immersive space.

Presenter

Ethan Taub, CEO & Founder
Taub has 20 years of executive experience ranging from billion-dollar brands to startups. His mission is to unify a disconnected finance landscape to create efficiencies.
LinkedIn

FinovateSpring 2022 Sneak Peek: KuantSol

FinovateSpring 2022 Sneak Peek: KuantSol

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

KuantSol Enterprise SaaS democratizes end-to-end modeling for banking, financials, and fintech. KuantSol drives more than 50X gain in operational efficiency, modeling time, quality, and compliance.

Features

  • Offers E2E modeling, validation, and compliance without dependence on data scientists, IT, and third-parties
  • Reduces cycle time from months to days
  • Reduces costs and resource requirements by more than 25X

Why it’s great

The first end-to-end risk modeling technology that is a one-stop shop for all time series and machine learning modeling that shortens cycle time and costs by more than 50X.

Presenters

Alex Shahidi, CEO & Co-Founder
Shahidi is the Co-Founder of KuantSo and is a founder or member of five startups with two exits. He is a pioneer in SaaS and cloud technologies, author of papers and patents on data protection, transformation, and infrastructure.
LinkedIn

Aytekin Oldac, Co-Founder & Chair of Board
Co-Founder of KuantSol, a businessman, and founder of a health services provider, Aytekin is an investor of Code2 and Pyramos software. He has previously served with PwC and IBM Cloud and compliance.
LinkedIn

FinovateSpring 2022 Sneak Peek: Spave

FinovateSpring 2022 Sneak Peek: Spave

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

Spave lets users tap into everyday purchases to increase their savings, give to causes that matter to them, and have control and confidence in their finances. Spave transforms your spending, for good.

Features

  • We have a patent-pending engine that allows users to choose where they direct their spavings
  • Access to more than 1.5 million accredited U.S. nonprofits
  • Partners gain access to user insights

Why it’s great

Spave can help CUs empower their members to save more, give more, and live more by breaking down the barriers that hold them back. Empower your members to transform spending for good.

Presenters

Susan Langer, CEO
Three words best describe Langer: Observer. Planner. Connector. Langer is a life-long learner and lover of people. Her 30-year professional journey within financial services, marketing and advertising, international development, and non-profit industries has taught her the value of listening to understand, the significance of appreciating others’ differences, and the extraordinary power of collaboration.
LinkedIn

Sarah York, Chief Marketing & Digital Officer
York is an active advocate for inclusive entrepreneurship and financial literacy. Her expertise spans data-driven growth, digital technology platforms, as well as global digital strategy.
LinkedIn

Christen Wright, Head of Product
Wright is a seasoned product leader, leading product for Reseda Group, a CUSO of MSUFCU. He has contributed to experiences at Delta, AT&T, and Best Buy. He was in 100 Black Men of Atlanta in 2020.
LinkedIn

FinovateSpring 2022 Sneak Peek: Ever Green 3C

FinovateSpring 2022 Sneak Peek: Ever Green 3C

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

EG3C’s Financial Wellness Center helps credit unions build financial literacy with their members and community through interactive, educational content delivered via website, mobile app, API, or SDK.

Features

  • Created by a credit union for credit unions
  • Offers content that can be private-labeled and customized
  • Provides access to user data and dashboard, and CMS to supplement with your own content

Why it’s great

Creating good educational content is very time consuming. By leveraging EG3C’s Financial Wellness Center, employees can spend more valuable time engaging with members and the community.

Presenters

Ben Maxim, CTO at Reseda Group and VP Digital Strategy & Innovation at MSUFCU
Maxim serves in a dual role as Vice President of Digital Strategy and Innovation for MSUFCU and as Chief Technology Officer for MSUFCU’s wholly-owned CUSO Reseda Group and its subsidiary companies.
LinkedIn

April Clobes, President & CEO at MSUFCU and CEO of Reseda Group
Clobes is President & CEO at MSU Federal Credit Union and CEO of Reseda Group, MSUFCU’s wholly owned CUSO. She has established MSUFCU as a leader in innovation in the CU space.
LinkedIn

FinovateSpring 2022 Sneak Peek: ToroAlerts

FinovateSpring 2022 Sneak Peek: ToroAlerts

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

ToroAlerts‘ fintech app removes emotions from trading by bringing Wall Street technology to Main Street with accuracy and precision using ML and AI with predictive analytics.

Features

  • Risk management tool for crypto
  • Easy tool for alternate investment
  • Crowd-sourced verified intelligence

Why it’s great

The performance from our fully automated algorithmic trading software is unforgettable. Our 2021 portfolio returns include:

  • Cannabis – 147%
  • Crypto – 876%
  • Options – 120% (YTD)
  • S&P500 – 47% (5yr avg)

Presenters

Rohit Srivastava, Chief Visionary Officer
A math and quantitative analysis geek combined with advanced technological experience with an in-depth knowledge of investments and trading has led Srivastava to innovate and build “Smart Frequency Trading.”
LinkedIn

Josh Kincaid, CMO
Kincaid is the Chief Marketing Officer at ToroAlerts. In his spare time, he produces a cannabis business podcast called The Talking Hedge and hosts “Interviewing CEOs” for Seeking Alpha.
LinkedIn

FinovateSpring 2022 Sneak Peek: Buddy

FinovateSpring 2022 Sneak Peek: Buddy

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

Buddy’s industry-transforming Insurance Gateway is the simplest way for software companies to manage and sell insurance products to customers.

Features

  • Offers a single, forward-compatible gateway connection allows customers to source, connect, transact, fulfill, and analyze any type of insurance
  • Ability to add or swap insurance products without writing new code

Why it’s great

A simpler, faster connection enables businesses to better match their customers and users with the right insurance products, increasing conversion rates. Let Buddy handle all the insurance-y stuff.

Presenter

Charles Merritt, CEO & Co-Founder
Buddy Co-Founder+CEO Charles Merritt is an experienced marketer, strategist, and innovator. He held leadership roles in online travel, fintech, and consulting before launching insurtech Buddy in 2018.
LinkedIn

FinovateSpring 2022 Sneak Peek: Prelim

FinovateSpring 2022 Sneak Peek: Prelim

A look at the companies demoing at FinovateSpring in San Francisco on May 18 and 19. Register today and save your spot.

Prelim is a no-code platform to automate the customer experience for banking. The company’s commercial real estate application is the first in the market to automate commercial lending at the point-of-sale.

Features

  • Reduce loan manufacturing turn-times by using the latest APIs to verify data at the point-of-sale
  • Offer a first-class customer experience
  • Decrease loan manufacturing costs

Why it’s great

Commercial real estate lending automation using Prelim’s platform and APIs is the future of lending.

Presenters

Heang Chan, CEO
Heang Chan is the Co-Founder and Chief Executive Officer of Prelim.
LinkedIn

Sam Kim, Head of Banking Platform
Sam Kim is the Head of Banking Platform at Prelim.
LinkedIn