FinovateWest Digital 2020 Sneak Peek: Productfy

A look at the companies demoing at FinovateWest Digital on November 23 through 25, 2020. Register today and save your spot.

Productfy makes it fast, scalable, and seamless to launch new financial products to market. With a unified platform and a single line of code per feature, companies can go live in weeks.


  • Fintech tools in a box with embedded module, compliance, and elastic banking infrastructure
  • Accelerate time to market without spending time and money on undifferentiated features
  • Developer friendly

Why it’s great
Productfy’s solution entails both developer friendly embedded fintech features and white glove support to enable fintechs to navigate the regulatory process with financial data and bank partners.


Duy Vo, CEO & Founder
Vo started Productfy after seeing the convergence of two huge macro trends: mass adoption of higher abstraction platforms and financial services moving to the edge of service providers.

FinovateWest Digital 2020 Sneak Peek: DQLabs

A look at the companies demoing at FinovateWest Digital on November 23 through 25, 2020. Register today and save your spot.

DQLabs is an artificial intelligence/ machine learning (AI/ML) augmented data quality platform that provides a simple way for organizations to handle issues around data quality, governance, curation, and master data management effectively.


  • Discover trustable, high quality data in minutes using AI/ML
  • View a unified platform for data management needs
  • Conduct data ingestion, catalog, profiling, curation, governance, and MDM – all done in a few clicks

Why it’s great
DQLabs’ AI augmented data quality platform gives organizations the ability to manage data smarter and leverage an immediate ROI in weeks, rather than months.


Raj Joseph, CEO & President
Joseph is a thought leader and visionary in the field of modern data management and augmented analytics and has two decades of experience around data science, AI/ML and enterprise data solutions.

FinovateWest Digital 2020 Sneak Peek: Glia

A look at the companies demoing at FinovateWest Digital on November 23 through 25, 2020. Register today and save your spot.

Glia is a digital customer service platform that connects financial institutions to their customers using chat, voice, video, co-browsing, and AI.


  • Seamlessly move between modes of communication
  • Receive improved sales results and customer satisfaction via richer customer interactions
  • Deliver the best experience for customers and agents

Why it’s great
By employing a digital-first approach to customer conversations, financial institutions improve customer satisfaction, reduce customer effort, and gain operational efficiencies.


Dan Michaeli, CEO & Co-Founder
Michaeli is the driving force behind Glia’s vision to combine the human touch with technology to create the best customer experiences.

FinovateWest Digital 2020 Sneak Peek: CoCoNet

A look at the companies demoing at FinovateWest Digital on November 23 through 25, 2020. Register today and save your spot.

CoCoNet’s fully digital onboarding software for corporate customers optimizes common processes, making them up to 66% faster and more efficient.


  • Mapping of complex structures with many individuals and permissions
  • Convenient digital legitimation and signature processes
  • Integrated customer analytics for process improvements

Why it’s great
Unlike other onboarding solutions developed for retail customers, CoCoNet’s solution is only developed for corporate customers to fulfill the specific and complex needs of this niche.


Björn Hassing, CEO
Hassing is responsible for innovation, technology, marketing, and sales. He’s been a member of the board since January 2017. He started in 2005 as an IT Architect.

Dennis Rochel, MD & Head of Innovations
Rochel started in 2013 as Mobile Development Architect at CoCoNet. He also studied computer science and IT security.

FinovateWest Digital 2020 Sneak Peek: Arnexa

A look at the companies demoing at FinovateWest Digital on November 23 through 25, 2020. Register today and save your spot.

Arnexa Binbox is the world’s first secure messaging platform that is phishing-free.


  • Zero phishing engenders greater trust and engagement amongst users
  • End-to-end encryption
  • Simple APIs for easy sending and receiving of messages

Why it’s great
Arnexa Binbox achieves zero phishing without content scanning and analyzing sender attributes. It uses unique signals that enable it to sift phishing messages cleanly, easily, and correctly.


Sridhar Ramakrishnan, CEO & Founder
Ramakrishnan is a long-time entrepreneur having worked in several startups. He serves on the board of CA Jump$tart, an organization dedicated to youth financial literacy.

Unlocking Intelligent Customer Insights to Deliver Surprise and Delight

Heading into the new year, many fintech observers believed that customer experience would be as big a theme in 2020 as it was in 2019. And while the specific circumstances of that bigness (i.e., a generational global health crisis) were not anticipated by anyone, the importance of the customer remain as key theme this year as many thought it would be – if not more so.

This makes our upcoming conversation at FinovateWest Digital about the customer experience in 2020 and beyond so compelling. Joining us on Day Two of our all-digital, fintech conference next month are Sunil Dixit, Managing Director at BBVA, and Jeremy Balkin, Head of Innovation with HSBC. The two will take on the topic of how to create a customer experience that goes beyond insights to actually “surprise and delight” consumers.

Sunil Dixit leads the delivery of digital transformation of the consumer/retail bank for BBVA’s Global Client Solutions division. Based in Madrid, Spain, Dixit joined the company in 2017 after a tenure at Barclays where he led on strategy, embracing disruptive technologies, and the start-up ecosystem. Most recently, he has led development of BBVA’s open banking strategy and governance worldwide.

No stranger to Finovate audiences, Jeremy Balkin is Head of Innovation with HSBC Bank USA. The New York-based analyst serves on the bank’s retail bank management committee and manages the fintech innovation and exponential growth strategy for North America. Balkin is also the author of Investing with Impact: Why Finance is a Force for Good and Millennialization of Everything: How to Win When Millennials Rule the World.

Together Dixit and Balkin will address how financial services companies can avoid the dead-end of price competition and instead add new services, products, rewards, and benefits to differentiate their offering and improve the customer experience. They will look at how COVID-19 has impacted consumer preferences and what data science and other enabling technologies can be employed to help firms gain and act on insights into their customers’ preferences.

Learn more about our upcoming presentation on Customer Experience in the Post-COVID era. And visit our FinovateWest Digital hub to register today and save your spot.

How Far Are We Into the New Technological Era? 1%

When it comes to foreseeing the future, nobody gets things 100% right. However, Strategic Futurist at TEDx Curator Nancy Giordano is poised to come pretty close with her predictions.

Giordano is a keynote speaker at FinovateWest Digital, a online event hosted November 23 through 25. At her presentation, Just One Percent In – Learning to Navigate the Next Economy, Giordano will discuss how we are only 1% into this new technological era and what that may mean for your five-year, 10-year, and 50-year outlook. She will detail four massive shifts in human awareness and behavior that are reshaping the understanding of business, society, technology, and ourselves, and will offer hope for the days ahead.

Giordano is a 10-year TEDx curator in Austin. Described as endlessly optimistic, she is a strategic futurist with a drive to help enterprise organizations and visionary leaders transform to meet the escalating expectations ahead. With growing conviction of what will (and needs to) shift, executives value Giordano’s unique abilities to sense and synthesize the terrain ahead, and guide those ready to build more relevant and sustainable solutions.

Don’t miss Nancy Giordano’s presentation at FinovateWest Digital on Monday, November 23, 2020 at 1:20 pm. If you still haven’t registered for FinovateWest Digital, book now to get the best discounts.

Photo by Ryoji Iwata on Unsplash

See Me, Hear Me: Revation and the Revolution in Digital Customer Engagement

The big changes we are seeing in the realm of customer engagement have to do with inevitable trends becoming immediate demands. Whether the need is reaching customers over the digital channel for the first time or automating and streamlining processes to improve efficiency and maximize productivity, the global health pandemic has been the midwife – if not the mother – of the fast-changing technology landscape we live in today.

“Meeting customers where they are” has been a rallying cry for customer engagement specialists for years. And as the number of channels grows, more companies are offering new solutions that provide easy-to-use, secure, and compliant ways for businesses to more comprehensively engage with their customers and clients.

One company in this space is Revation Systems. A Minneapolis, Minnesota-based firm, founded in 2003, Revation recently partnered with fintech and regtech solution provider Computer Services Inc. (CSI), who will offer Revation’s LinkLive Banking platform to community banks. LinkLive Banking provides regional and community banks, as well as credit unions, with key capabilities such as digital messaging, AI-powered chatbots, voice and video communications, and the ability to move seamlessly between physical and digital channels.

“Given the remote work demands of COVID-19, LinkLive Banking empowers our banks to provide a world-class customer experience while taking precautions to protect the health and safety of their employees and customers,” CSI Group President of Enterprise Banking Giovanni Mastronardi said. “Together with Revation Systems, we’re providing the innovative technology necessary to increase customer satisfaction and reduce friction in the customer journey.”

In addition to its messaging, chatbot, voice, and video functionalities, the platform also provides secure desktop sharing and encrypted email. LinkLive Banking leverages AI to power service chatbots with keyword recognition and the ability provide fast, automated responses to common banking queries. The video banking capabilities, announced in August, are the most recent addition to the platform.

“We are extremely excited about utilizing LinkLive’s video banking features as we seek to improve our member experience,” United Educators Credit Union CTO Dennis Griesgraber said. He noted that the new feature integrated not only with the LinkLive contact center the credit union used, but also with the institution’s digital banking platform. John Eyre, Assistant VP of Information Technology at TAPCO Credit Union underscored the technology’s value for enhancing communications among employees, as well. “LinkLive’s video banking feature will not only enhance the interactions between our members and representatives, but will also help improve communication among our own staff internally,” Eyre said.

Active in the healthcare vertical as well as financial services, Revation has more than 400 customers using its LinkLive Banking platform, representing more than 100 million digital banking customers. Adding the video banking component, Revation notes, requires only a few configuration changes to the LinkLive platform, and does not require the customer to download an app or manage a separate communications account to participate in video banking.

Perry Price, Revation CEO, echoed the now-common wisdom that the pandemic has accelerated pre-existing, if not inevitable technology trends. He noted that while adoption of video banking before COVID-19 had been a “long-term goal,” the onset of the crisis had turned those goals into “urgent” priorities.

Featured in CIOReview’s Most Promising FinTech Solution Providers for 2020 this spring, Revation is scheduled to make its Finovate debut next month at FinovateWest Digital. To learn more about our upcoming, all-digital event and how to watch Revation’s technology in action, visit our FinovateWest Digital hub.

Photo by Cristian Dina from Pexels

Giving AI and Machine Learning the Business

When it comes to leveraging technologies like machine learning and artificial intelligence to enhance processes and improve business operations, many financial services firms know what they want but, to steal a line, “just don’t know how to go about getting it.”

One of the keynote presentations at the upcoming FinovateWest Digital conference in November is designed specifically to address this problem. Jeff Fried, Director of Product Management for InterSystems, will provide a address titled The 7 Steps to Using Machine Learning to Improve Your Business that will give stakeholders key insights into the steps they can take to get their machine learning- and AI-based projects underway.

“Continued advancements in ML and AI have huge potential in many domains,” he wrote in a blog post titled Maximize Today’s Downtime to Train ML Models for Tomorrow in August. “The key is to surface low-risk, high reward business solutions to ensure your organization continues to thrive, while also weathering the effects of an economic downturn.”

Specifically, Fried is cautioning companies against treating any COVID-induced slowdown in business activity as “downtime.” Encouraging companies to not let “the crisis go to waste,” Fried sees this year as a unique opportunity for companies to hone in and test out some of their ML-oriented projects. This is because while he considers machine learning and AI to be “high promise” technologies, the time and energy required to test and implement these initiatives is often hard to find when the usual, every day business concerns are often more “urgent and immediate.”

One factor in favor of companies looking to innovate using machine learning and artificial intelligence is that while there is a high demand for talent in these areas, the actual technologies themselves require relatively modest capital investment. This, at a time of heightened financial risk aversion by most businesses and combined with new tools that are making machine learning technologies more accessible to data scientists (and even those who aren’t data scientists), further argues for companies to make the most of the current moment when it comes to pursuing their more ambitious technology projects.

A self-described “long-standing data management nerd” and a former Chief Technology Officer for BA Insight, Empirix, and Teleoquent, Fried joined InterSystems in 2018 and is passionate about helping people build powerful data-driven applications. Learn more about Fried and his upcoming presentation at FinovateWest Digital in November.

Who’s Demoing at FinovateWest Digital?

Digital experience | Agenda | Speakers | Apply to demo | Register now

This November, 20+ startups and established organizations will demo their latest technology virtually at FinovateWest Digital. In these 10-minute showcases, you’ll have the chance to see how these services and solutions work and how they can benefit your business. Need to know more? All demoers will be available at virtual booths for Q&A and 1-to-1+ meetings.

Here’s a look at those already confirmed to demo from across the US and beyond:

The themes, trends and technologies from these companies encompass the new state of financial services in 2020:

  • Risk management connected to financial wellness, SMB financing, and intelligent data
  • Customer experience connected to call center contact, collaborative engagement, digital development, and balancing remote versus in-person support
  • Financial planning connected to fluctuating portfolio performance, employer benefits, and unemployment
  • Financial crime connected to growing corona opportunists

And much more. Click here to learn more about how their technology can help you spot opportunities for growth in your organization and run with that potential.

See these companies live in November! Book this week for $795.

Finovate Goes Digital

Fintech has always had a digital backbone. Cashless payments. Security tokens. Robo advisors. Invoice financing. Mobile banking. And hundreds of other connectors, all building the path for a digital future, a future where companies are growing and innovating faster than ever.

From a buyer side, companies need technology to digitally do business. From a seller side, companies have to deliver these services and solutions. And all sides need confidence that Finovate’s fall events are going to run successfully to help them achieve their business needs. With all of that in mind, we’re embracing digital.

Now that the events have been moved online, you know FinovateFall Digital and FinovateWest Digital will take place. You can plan with 100% confidence, see more solutions, expand your reach, and access highly curated and produced content. These are all things Finovate is already known for. 

Because of Finovate’s quality standards, these won’t be like any other digital events you’ve seen before. Live and on-demand content will put your finger on the pulse of the industry. Live Q&A and polls will ensure you can engage directly with speakers. And 24/7 networking and an app packed with fintech enthusiasts will make it easy to start a conversation with the right person.

So if you’re a buyer, register now. And if you’re a seller, apply to demo at FinovateFall, FinovateWest— or both– to reach different audiences.

Demos will be live streamed throughout the events, plus available on-demand to 1,000+ senior fintech leaders. All demo companies will have virtual booths for Q&A, deeper product dives, and 1-to-1 meetings. Plus, we’ll deliver leads to everyone participating. Visit the event websites above for more information.

The future of fintech is digital, and we hope to see you digitally this fall.

Photo by Johnson Wang on Unsplash

Digital Demo Series: Momentifi

As Finovate events return this fall, dozens of companies are getting ready to showcase their latest financial services technologies this September and November. And not surprisingly, many of these innovations are part of larger stories related to COVID-19.

As a sneak peek, we recorded an early digital demo interview with Momentifi, who will also demo at FinovateWest. Along with Finovate VP of Strategy, Greg Palmer, Momentifi explores its CRM and sales system for remote workers. The company’s technology will continue to be pivotal as many regions still face stay-at-home orders and companies will not see offices at full capacity for many months.

To join Momentifi and other companies demoing this fall, visit the FinovateFall and FinovateWest (formerly FinovateSpring) websites. Hope to see you apply!