How they describe themselves: Deposits offers banks, brands, and communities an easy to use, plug and play solution for engagement, modernization, and best-in-class financial experiences such as payments, mobile apps, and lending – whether you can program or not.
How they describe their product/innovation: A no-code demo showing the creation and launch of Deposits’ full-stack digital banking and engagement application in just a few clicks.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Feng Chi Wang (VP of Business Development), [email protected]; [email protected]
Press: Nikki Stephens (Senior Account Executive), [email protected]
How they describe themselves: The world is in the middle of a paradigm change driven by a collective demand for centralized institutions to relinquish control of the technology and data essential to society. We see this shift particularly in the financial industry. People are losing trust in financial institutions, and 80% of millennials will fire their parents’ financial advisor.
This is where the Daizy dream was born. People want transparency and technology driven solutions to take control of their financial wellbeing.
How they describe their product/innovation: Our B2B app demonstrates our collective expertise in ESG, analytics, data visualization and NLP.
We allow users to link their live brokerage accounts (via Plaid), build watchlists, follow Daizy portfolios (ESG, crypto…) or go “down the rabbit hole” with NLP portfolio, stock and crypto search capabilities.
We believe there is much more to portfolios and assets than just market value and news!
Product distribution strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev. & Press: Andrew Peddar (COO), [email protected]
How they describe themselves: 3forge’s Full Stack Enterprise platform has been in production across Tier 1 banks since 2014 with a focus on performance, flexibility and scale.
Our platform allows developers to quickly build customized business critical web solutions with a focus on workflows, realtime visualizations and data discovery without limitations.
We manage some of the most complex real-time data streaming challenges at several of the world’s largest banks.
How they describe their product/innovation: Robert Cooke (CTO), is building a dashboard from scratch using the 3forge development platform.
First, he links to a stream of live orders and FX rates, then starting with a blank dashboard, he decorates orders with foreign exchange rates to calculate aggregates of real time market exposure.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev. & Press: Peter Sibirzeff (Head of Business Development), [email protected]
How they describe themselves: Able is the best way to collect borrower information and process it. Commercial lenders use Able to quickly collect information from borrowers, streamline the loan process, and book loans faster.
How they describe their product/innovation: Commercial loans require lots of documents – financials, contracts, and more. Today, most of that information is collected and processed manually, leading to errors, delays, and excess costs.
Able uses AI to expedite commercial loan processing. Financial institutions use Able to quickly gather information, process loan documents, and collaborate with all the parties involved in the transaction.
With Able, financial institutions process loans faster, using fewer resources – and everyone gets a much better experience.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Jeff Kirchick (Head of Sales), [email protected], 617-640-0225
Press: Kevin Morgan (Head of Marketing), [email protected], 415-637-4549
How they describe themselves: ASA has created the collaborative banking movement, bringing financial institutions and fintechs together in a mutually beneficial way to solve customers’ needs. The name “ASA” was inspired by Asa Whitney, the proponent of the transcontinental railroad. Just as the railroad propelled America into the industrial revolution, ASA is paving a new path forward in financial services. ASA is an embedded fintech solution, giving banks and fintechs a clear path to innovation, scale and customer empowerment.
How they describe their product/innovation: ASA is demoing how financial institutions can connect with customer-facing fintechs in a secure, compliant and easy to implement marketplace via ASA’s digital rails. Through this trusted, closed ecosystem, ASA has created a collaborative way for community banks and credit unions to deliver innovative technology to their customers. For the first time, ASA is removing regulatory risk and liability from bank-fintech partnerships, allowing financial services providers and customers to make gains through collaboration.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions
Contacts:
Bus. Dev.: Landon Glenn, [email protected]
Press: Amber Bush (Account Director), [email protected]
How they describe themselves: Coherent is a global SaaS company redefining how business and IT teams manage business logic and build software together. Most companies run critical business operations on countless spreadsheets. While many teams can build rules, calculations, and other logic in Excel, few can translate that logic into code to integrate it with other applications and turn ideas into reality. Until now. Coherent technology helps anyone unlock the value of their business logic in moments – without coding.
How they describe their product/innovation: Coherent Spark is a no-code SaaS platform that “API-ifies” the most widely used desktop business app in the world: Microsoft Excel. Spark supercharges each XLS, transforming models into application programming interfaces (APIs) that reduce days and hours into minutes for even the most complex business logic.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Jamie Wolfson (Head of Commercial Strategy), [email protected]
Press: Jennifer Harbour (SVP, NextTech Communications), [email protected], 732-285-4306
How they describe themselves: Cloudentity provides application and security teams with a better way to automate and control how information is shared over APIs. From Open Banking to fraud prevention, we make it easier to deliver cloud-native applications and safer to extend your data to the customers, partners and services that drive your business. Cloudentity simplifies development by externalizing Open Banking requirements for consent, security, authorization and reporting.
How they describe their product/innovation: Powerful Open Banking API engine that adheres to security and privacy regulations, which allows banks and fintechs to build apps, authenticate users, and securely exchange data with partners.
- Securely authenticate and authorize consumers
- Enable robust user self-service
- Strong Consumer Authentication provided out of the box
- Built-in privacy consent through consent management tools
- Protects access to client apps and their capabilities
- End-to-end API authorization
- Limits risk of PII data exposure
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Brian Coulter (VP Sales), [email protected]
Press: Chad Catacchio, [email protected]
How they describe themselves: Cable’s mission is to reduce financial crime in the world. We aim to empower banks and fintechs to understand and improve the effectiveness of their financial crime controls to prevent crime before it happens.
How they describe their product/innovation: Automated assurance enables banks and fintechs to automate their compliance assurance and effectiveness testing so that regulatory breaches and control failures are found in the moment. Cable also streamlines manual processes across quality control, stakeholder reporting, and record management.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Julian Brophy (Sales Lead), [email protected]
Press: Jonathan Wong (Product Marketing), [email protected]
How they describe themselves: Bankjoy delivers modern banking technology, including mobile banking, online banking, and a banking API to banks and credit unions – big and small. The company prides itself on creating beautiful products with advanced features, simple navigation and a modern look and feel – all shaped by talking to users.
How they describe their product/innovation: Bankjoy’s Business Banking platform features one portal for multiple business accounts, the ability to manage multiple users, control permissions, send transfers to multiple recipients, and more. These features are designed with a superior UX, helping businesses efficiently manage their finances. With more than 60 integrations with core banking platforms and other third-party vendors, Bankjoy makes it easier and more cost-effective for financial institutions to deliver feature-rich digital banking technology to their business customers.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Shaw Taylor, (VP of Marketing), [email protected], 415-515-4611
Press: Mallory Griffin (Account Director, York Public Relations), [email protected], 706-830-0868
How they describe themselves: Debbie is the Noom for debt loss. We are building a behavior-driven rewards platform that powers financial products, where our users have paid down on average 3x more debt ($450/month) and added on average $100/month to their savings.
Debbie uses behavioral psychology to help lenders recession-proof their portfolios by achieving lower default rates for struggling borrowers while increasing retention for good payers.
How they describe their product/innovation: (For Borrowers) The Debbie app:
- Guides borrowers along a curriculum that combines behavioral psychology, actionable financial tasks, and goal setting
- Rewards borrowers for hitting their goals and improving their financial behavior
- Connects to different debt accounts and allows borrowers to track their debt payoff progress, all in one place
(For Lenders) The Debbie app:
- Prevents delinquency through habit building, motivation, and incentives
- Prepares borrowers to qualify for debt refinance through improved credit behavior
Product distribution strategy: Direct to Consumer (B2C), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Rachel Lauren (COO), [email protected], 201-562-5896
Press: Frida Leibowitz (CEO), [email protected], 646-565-1533
How they describe themselves: Apiture delivers award-winning digital banking solutions to banks and credit unions throughout the United States. Our company was built by bankers, for bankers, offering an experienced team and level of support that’s unmatched in the industry.
Our flexible, highly configurable solutions meet a wide range of needs, from leveling the playing field with larger banks to enabling unique, digital-only brands. Through our API-first strategy, our clients can maximize the capabilities of their platform while preserving a seamless user experience.
How they describe their product/innovation: Apiture will demonstrate how financial institutions can embed banking capabilities into a non-financial, third-party partner’s software to improve the customer experience while reaching new users.
Our demo showcases a third-party program used by travel agents. From within the travel agency software, users can complete banking tasks like opening an account, viewing balances, and transferring funds, without the need to visit the bank’s site. This gives the financial institution a new revenue stream while enhancing the experience of current account holders.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: George Ekdahl (SVP New Sales)
Press: Heather Valle, Caliber Corporate Advisers, [email protected]
How they describe themselves: Agent IQ offers a digital platform, supercharged with AI, that improves communication and engagement between financial institutions and their customers, leading to happier, more loyal, and more profitable relationships. We help create relationships in the digital world that are just as personal as in the physical world, but even more enhanced.
How they describe their product/innovation: The Lynq platform allows your customers to select and engage with a personal banker for all their financial needs across any digital channel; just like they are used to engaging with their family and friends. The configurable built-in Augmented Intelligence supports your banker to better connect, engage, and support customers and create relationships in the digital world that are just as personal as in the real world, but even more enhanced.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Matt Phipps (CMO), [email protected]
