FinovateWest Digital 2020 Sneak Peek: Revation Systems

FinovateWest Digital 2020 Sneak Peek: Revation Systems

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

Revation‘s LinkLive brings the virtual lobby to the customer and simplifies digital appointment scheduling and conferencing – all in one solution.

Features

  • Digital appointment scheduling built on top of secure messaging
  • Dynamically routed calendar requests for real-time servicing
  • Permanently eliminating the need to schedule a web conference

Why it’s great
Layered on top of LinkLive’s secure messaging foundation, online appointment scheduling and conferencing help banks digitize and virtualize all silos of their business.

Presenters

Patrick Reetz, SVP of Products & Markets
Reetz is an innovator who has helped banks define and deliver on their digital destinations. Reetz supports Revation’s mission of elevating digital customer service.
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Perry Price, CEO
Price is a lifelong entrepreneur and a veteran in the telecommunications industry. Price set out to create the most secure platform in the marketplace.
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FinovateWest Digital 2020 Sneak Peek: Linqto

FinovateWest Digital 2020 Sneak Peek: Linqto

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

Linqto’s investment platform democratizes the private space for accredited investors in the same way Schwab and Fidelity made public trading available to the average investor.

Features

  • Accessibility – mobile-first digital platform
  • Affordability – minimum investment sizes as low as $5,000
  • Liquidity – transferrable interests without the right of first refusal

Why it’s great
Private investing made simple. Linqto is democratizing the investment in pre-IPO companies.

Presenter

Bill Sarris, CEO & Co-Founder
Sarris is a recognized expert in the field of banking and investment technology. He is Co-Founder of Linqto and the inventor of Linqto technology.
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Hot or Not? FinovateWest Digital Heat Checks Top Fintech Trends

Hot or Not? FinovateWest Digital Heat Checks Top Fintech Trends

How have the major secular trends in fintech been impacted by the COVID-19 crisis?

In his afternoon presentation at FinovateWest Digital, November 23 through 25, Jacob Jegher, President of Javelin Strategy and Research, will take a close look at which innovations in fintech are moving the needle in terms of boosting customer engagement, creating efficiencies, and helping financial institutions and financial service providers grow revenues.

Formerly Vice President of Global Solution Marketing and Head of Analyst Relations at FIS and, before that, serving for more than a decade as Research Director for Celent, Jegher brings a wealth of knowledge and experience in the banking technology industry. In addition to being widely cited in both mainstream and financial media – including The Wall Street Journal, The Globe and Mail, Bloomberg, and The New York Times – Jegher is a judge and coach at the Innotribe Startup Challenge.

“There are so many different pieces that (fintechs and financial institutions) have to watch out for in changing times,” Jegher told Finovate VP Greg Palmer during the Finovate Podcast earlier this year. “Pitfalls today include: how do you manage your budget and your cash flow associated with investment? What are you going to decide to keep pushing the envelope on and what’s going to get cut back? It’s just a realistic point of view given what’s taking place with company budgets – whether they are fintechs or financial institutions.”

To catch Jegher’s presentation at FinovateWest Digital – as well as the rest of our three-day, all-digital fintech event – visit our FinovateWest Digital hub and save your spot today. Take advantage of Early Bird discounts when you buy your ticket by November 13.


Photo by Will Worsham from Pexels

FinovateWest Digital 2020 Debuts Demo Breakout Sessions

FinovateWest Digital 2020 Debuts Demo Breakout Sessions

As Finovate continues to make the case that “The Future of Finance is Digital”, we also strive to find new ways to make it easier for fintech’s most promising entrepreneurs – and the VCs, banks, and fellow fintechs that love them – to network and make meaningful connections at our in-person and all-digital events.

This November at our upcoming all-digital fintech conference, FinovateWest Digital, November 23 through 25, we will feature our latest networking innovation: hosted breakout sessions that give you up close and personal access to the leaders and founders of our demoing companies.

Led by our analysts and staff, FinovateWest Digital’s Demo Breakout Sessions will be held on all three days of the conference, with two sessions on Monday and Tuesday, and one session on Wednesday. These sessions will feature our demoing companies, in conversation with our analysts, who will be on hand to facilitate a lively Q&A with our attendees. The breakout sessions will begin immediately after the demo sessions, and offer unprecedented access to the men and women behind our demoing companies.

Who are the customers whose preferences are driving innovation in customer experience? What are the pain points fintechs are solving for their partners? What is it like to launch a fintech startup in the current environment of COVID-19 and digital transformation?

Go behind the scenes with our demoing companies. Visit our registration page today to save your spot and join us at our all-digital fintech event, FinovateWest, November 23 through 25.


Photo by cottonbro from Pexels

FinovateWest Digital 2020 Sneak Peek: Glance Networks

FinovateWest Digital 2020 Sneak Peek: Glance Networks

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

Glance lets you add visual engagement functionality into your banking apps and websites. Bankers can join customers in the digital environment to guide them to complete transactions.

Features

  • Adds human expertise and empathy to digital engagements
  • Complies with financial services data security and privacy requirements
  • Easily add it to your existing website or app

Why it’s great
Glance increases the conversion rate for digital transactions, boosts revenue, increases customer satisfaction and net promoter score, and builds lifetime customer loyalty.

Presenter

Tom Martin, CEO
Martin oversees Glance’s strategy, product development, and go-to-market activities. He is a customer experience and contact center strategist, customer lifecycle expert, and partnership builder.

FinovateWest Digital 2020 Sneak Peek: Instnt

FinovateWest Digital 2020 Sneak Peek: Instnt

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

Instnt is the first fully managed customer onboarding platform with a warranty against fraud losses.

Features

  • Fully managed onboarding platform with a guarantee to sign up more good customers
  • Codeless integration and a compendium of sophisticated features
  • Fraud loss insurance for up to $100 million annually

Why it’s great
Instnt manages the onboarding process as well as the fraud for businesses so they can focus on building their topline revenue and their product.

Presenter

Sunil Madhu, CEO & Founder
Madhu is a serial entrepreneur with IPO and acquisition exits including Socure (Series-C venture-backed), Hopskoch (M&A exit to WPP), Securent (M&A exit to Cisco), and Netegrity (IPO).
LinkedIn

FinovateWest Digital 2020 Sneak Peek: UpSwot

FinovateWest Digital 2020 Sneak Peek: UpSwot

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

UpSwot provides an online banking add-on with cash flow predictions and sales and business insights into QuickBooks, Xero, Amazon, and 120 API-enabled apps to help businesses become more efficient.

Features

  • 120 API-enabled apps
  • Marketing automation powered by continuous access to apps businesses regularly use
  • Banks sell their business products 18% more

Why it’s great
The platform delivers sales, marketing, and risk insights to both the banks and their clients.

Presenter

Dmitry Norenko, CEO
Norenko found a huge gap between the needs of the businesses and the ways the financial institutions serve them. Together with his partners, he created an API-enabled solution used by dozens of banks.
LinkedIn

FinovateWest Digital 2020 Sneak Peek: Finzly

FinovateWest Digital 2020 Sneak Peek: Finzly

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. Register today and save your spot.

Finzly Digital Account Opening is the next generation answer to engaging with customers, creating the right first-impression, and onboarding valuable consumer and business customers.

Features

  • Flexible, escalating security and KYC models
  • Forms-based workflow composer provides institutions with flexibility and control
  • Funded accounts, online and mobile service activation and card issuance

Why it’s great
Finzly Digital Account Opening helps institutions establish profitable customer relationships and is an app easily subscribed to through Finzly BankOS.

Presenters

David Hunkele, Chief Strategy Officer & Advisor
Hunkele is Chief Strategy Officer and advisor with expertise in SaaS software, cloud-banking, go-to-market strategy, and digital transformation within fintech and financial services.
LinkedIn

Terry Howell, CTO
Howell is co-CTO and VP of Technology for Finzly with responsibility for R&D of the BankOS platform, treasury and digital banking products, and quality assurance for test and engineering automation.
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FinovateWest Digital 2020 Sneak Peek: Productfy

FinovateWest Digital 2020 Sneak Peek: Productfy

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. 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.

Features

  • 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.

Presenter

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.
LinkedIn

FinovateWest Digital 2020 Sneak Peek: DQLabs

FinovateWest Digital 2020 Sneak Peek: DQLabs

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. 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.

Features

  • 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.

Presenter

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.
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FinovateWest Digital 2020 Sneak Peek: Glia

FinovateWest Digital 2020 Sneak Peek: Glia

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. 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.

Features

  • 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.

Presenter

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.
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FinovateWest Digital 2020 Sneak Peek: CoCoNet

FinovateWest Digital 2020 Sneak Peek: CoCoNet

A look at the companies demoing at FinovateSpring Digital on May 10 through 13, 2021. 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.

Features

  • 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.

Presenters

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.
LinkedIn

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