FinovateFall 2024 Sneak Peek Series: Part 2

By Madeline Clines Posted on August 8, 2024
Categories: ComplyCo, FinovateFall 2024, FinovateFall 2024 Sneak Peek, FinTech Insights, Quavo Fraud & Disputes, Scamnetic, Setuply, Telesign, Vine Financial

A look at the companies demoing at FinovateFall in New York on September 9 and 10. Register today using this link and save 20%.

ComplyCo

ComplyCo offers the visibility and control needed to effectively oversee digital environments, leveraging end-user session recordings to support monitoring and observability for non-technical teams.

Features

Provides investigative controls for an organization’s digital environments
Includes population-based monitoring
Offers version control and effective testing

Who’s it for?

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment.

FinTech Insights

FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing digital banking offerings, FinTech Insights enables faster UX research, product releases, and innovation.

Features

FinTech Insights GPT allows users to:

Receive actual and actionable insights in seconds
Streamline product research processes from months to minutes
Make faster, bullet-proof decisions with accuracy

Who’s it for?

High-street banks, credit unions, community banks, regional banks, challenger banks, fintechs, and digital banking providers.

Quavo Fraud & Disputes

Quavo Fraud & Disputes is the leading provider of innovative dispute management solutions for issuing financial organizations. Launch is an all-new offering of their proven dispute management system.

Features

Requires zero onboarding time for immediate use
Offers an affordable base product that scales with FIs
Fully compliant with regulatory and network standards
Delivers highly automated dispute management systems

Who’s it for?

Banks, fintechs, processors, and credit unions of all sizes, and any organizations subject to regulation E/Z dispute resolution or serving institutions subject to it.

Scamnetic

Scamnetic’s everyday solution helps consumers detect every type of scam in real-time, removing human error from the equation. Their patented, AI technology can be easily integrated into enterprise platforms.

Features

Scan&Score™: Auto or quick scan with real time message validation
IDeveryone™: C2C authentication and verification before payment
ScamIntervention™: Proactive call center support pre-or-post scam

Who’s it for?

Banks, credit unions, payment providers, small-to-medium sized businesses helping their customers, members, and employees stay safe, especially from scams using their name.

Setuply

Setuply is an AI-powered client onboarding and lifecycle management platform for B2B solution providers purpose-built to accelerate revenue recognition and profitability.

Features

Delivers real-time insight into the revenue at stake to prioritize work
Offers scalable and repeatable onboarding processes
Increases client engagement and collaboration

Who’s it for?

B2B service and implementation providers.

Telesign

Telesign delivers their 2024 Fraud Protection Insights with PowerBI.

Features

Learnings from Telesign, the DI and Communications Security leader Proof of Concept data
Delivers 2024 fraud vector insights
Over 200 investigations analyzed since September 2023

Who’s it for?

Banks, credit unions, fintechs, and e-commerce SMB and enterprise businesses.

Vine Financial

Vine Financial is a cutting-edge commercial lending platform that is highly configurable and supports the entire loan lifecycle. With AI, it automates everyday tasks that tie up employee time.

Features

Offers AI-assisted document import, financial analysis, and document generation
Includes extensive configuration capability to support each FI’s workflows
Eliminates the need for an expensive third-party CRM

Who’s it for?

Banks, credit unions, private lenders, venture capitalists, private equity, and any other industries requiring financial analysis and due diligence.

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Onboarding Automation Specialist Setuply Partners with CheckmateHCM

By David Penn Posted on April 9, 2024
Categories: Alumni News, Daily news, Setuply

Setuply and CheckmateHCM have announced a new collaboration.
Checkmate will deploy Setuply’s platform to help companies onboard new employees and enhance skill acquisition.
Setuply made its Finovate debut last May at FinovateSpring in San Francisco.

A strategic relationship between client onboarding automation specialist Setuply and human capital management solution provider CheckmateHCM will help new employees “adapt and excel in their roles swiftly,” Setuply CEO Rachel Lyubovitzky said in a statement.

“Observing our technology facilitate streamlined onboarding and creating opportunities for emerging knowledge workers is gratifying,”Lyubovitzky said. “This showcases the potential of our technology but also serves as a beacon of innovation and inspiration for the entire industry.”

Checkmate’s decision to deploy Setuply’s advanced onboarding technology comes amidst an economic backdrop of increased competition and low unemployment. This makes it a challenge for firms to hire and retain workers of all kinds, including B2B knowledge workers. Setuply’s platform not only helps bring new talent into organizations efficiently and quickly. The company’s technology also gives businesses the tools they need to close expertise gaps, provide advanced training, and accelerate skill acquisition. Using a project and template-based approach, with detailed instructions in multiple formats, the platform helps establish processes to accelerate job training that are both repeatable and testable.

“Leveraging Setuply for our client onboarding and support has transformed our approach to client onboarding and service delivery,” Checkmate CEO Josh Robinson said. “It has amplified our processes, enabling us to surpass our goals and expand our capabilities. Going beyond operational efficiency has sparked a new era of expansion for us.”

Setuply’s partnership news with Checkmate comes just weeks after the company announced the release of a suite of new features and enhancements to its platform. The updates include:

Questions functionality to centralize and streamline project communication between workflows.
User-friendly customizable data forms built natively into the product.
A secure data repository to simplify complex data management tasks.
Automated project creation to leverage comprehensive data integration to intelligently initiate new projects.
A customer engagement portal to enhance client interaction and project visibility.

“As companies navigate the complexities of digital transformation, the demand for intuitive and yet comprehensive solutions has never been higher,” Setuply Head of Product Kelly Blackledge said. “Setuply’s latest update responds to this need, providing innovative tools that streamline onboarding processes, enhance data management, and improve client interactions.”

Headquartered in Portsmouth, New Hampshire, Setuply was founded in 2022. The company made its Finovate debut last year at FinovateSpring 2023 and returned later that year to demo its technology at FinovateFall in New York.

Interested in demoing at FinovateSpring in San Francisco in May? We are happy to read applications from innovative companies with new solutions that are ready to show. Visit our FinovateSpring hub today to learn more.

Photo by Seth Dewey on Unsplash

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FinovateFall 2023 Sneak Peek: Setuply

By Madeline Clines Posted on August 22, 2023
Categories: FinovateFall 2023, FinovateFall 2023 Sneak Peek, Setuply

A look at the companies demoing at FinovateFall in New York on September 11 and 12. Register today and save your spot.

Setuply is a cutting-edge client onboarding automation platform for B2B solution providers. The Setuply platform makes onboarding scalable, improves client engagement, and helps safeguard clients’ sensitive data.

Features

Provides real-time insight into the revenue at stake to prioritize work
Offers a scalable and repeatable onboarding process
Enhances client engagement and collaboration

Why it’s great

Transform brand new clients into brand champions with seamless onboarding using Setuply.

Presenters

Rachel Lyubovitzky, CEO
Lyubovitzky is a serial B2B enterprise entrepreneur, investor, and published author passionate about technology innovation.
LinkedIn

Katie Curran, Solutions Engineer
Curran has extensive experience in data visualization and analysis helping to create seamless alignment between tech solutions and client needs.
LinkedIn

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FinovateSpring 2023 Sneak Peek: Setuply

By Madeline Clines Posted on April 20, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Setuply

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

Setuply is a client onboarding solution that optimizes provider revenue recognition while reducing time to value for customers.

Features

Client IMPACT Control Panel – addresses client transparency and engagement
ScaleUP Onboarding Engine – predictable, scalable, and repeatable
Professional Services Automation – provides improved capacity and throughput

Why it’s great

Onboard faster and live better with Setuply’s complete client onboarding solution.

Presenters

Rachel Lyubovitzky, CEO
Lyubovitzky is a successful B2B enterprise tech entrepreneur, accomplished leader, and investor with a passion for effective strategies, successful execution and continued innovation.
LinkedIn

Kelly Blackledge, Product Manager
As a seasoned B2B Product Manager, Blackledge leverages her expertise in market research, user experience design, and agile development to deliver powerful solutions that drive the business forward.
LinkedIn

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