How they describe themselves: W.UP is a next-generation digital banking software company, helping financial institutions to increase digital sales and personalise customer interactions by identifying key moments in the customer journey and turning those into a happy digital banking experience. We do this with a team of highly skilled fintech specialists who developed on-premise and cloud-based products using the latest advanced analytical and machine learning tools. Our 15+ years of experience allows for fast implementations, turning ideas into projects and projects into success stories – on time and on budget.

How they describe their product/innovation: Sales.UP is a personalised banking sales solution:

• Uses pre-built customer insights to create relevant, personalised and timely interactions with clients
• Makes big data, advanced analytics, artificial intelligence and machine learning work for your bank to boost digital sales and client engagement
• Is a core system-agnostic, SaaS-based solution, with a 3-month implementation period to any legacy system
• Includes Data Universe, Insight Engine + Insight Store with pre-built actionable insights plus Campaign Management building on our 15+ years of frontend-developing experience

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev. & Sales: Tamás Braun, International Sales & Bus. Dev., [email protected]
Press: Tibor Mozsik, Marketing Manager, [email protected]

How they describe themselves: Wealth Migrate is a leading global online investment marketplace offering international investors direct access to exclusive real estate investment opportunities in premier world markets, including the USA, Australia, the UK and South Africa for as little as $1,000. With regestered users from 105 countries and active investors from 42 countries, Wealth Migrate is helping investors from developing nations access currency stable developed market direct investments. By partnering with best-in-class developers and real estate investment companies, investors have access to premier real estate opportunities with experienced, on-the-ground partners.

How they describe their product/innovation: While anyone can invest through the Wealth Migrate marketplace, they are especially valuable to middle class investors in markets where there are currency fluctuations. By helping middle class investors in developing markets invest their wealth in currency stable markets, they are bringing vetted deal flow with the highest quality on the ground partners to investors throughout the globe, who otherwise would not have access. The inclusion of blockchain and their own cryptocurrency provides investors with increased greater protection, enhanced compliance, the inclusion of smart contracts, and decentralized confirmation of transactions. Our Global Investment Due Diligence Systems (GIDDS) is one of the most sophisticated and advanced in international real estate, and incorporates multi-levels to ensure global consistency in safety, wealth preservation and sustainability.

Product distribution strategy: B2C, B2B, through other fintech companies and platforms

Contacts

Bus. Dev.: Machiel Lucas, Global GM, [email protected]
Press: Denise Nel, CMO, [email protected]
Sales: Jason Vorster, Sales Manager, [email protected]

How they describe themselves: WeInvest is Asia’s first B2B digital wealth management solutions provider. Founded in 2015, WeInvest is headquartered in Singapore. We are serving Banks, Brokers, Wealth Managers, AMC’s and Insurance Companies in Singapore, Hong Kong, Malaysia, Indonesia, Thailand, UAE & MENA.

We enable our clients with a digital advisory platform to control the entire value chain from front to middle and back office systems to execution and custody. Our product suite consists of a Retail Robo Advisory Platform, RM Assisted Robo Advisory Platform and an aggregation tool that enables a comprehensive view of a client’s assets & financials across multiple institutions.

How they describe their product/innovation: AdviseWealth is a comprehensive RM suite with end-to-end portfolio analytics, powerful financial planning tools capability to manage core and satellite portfolios.

A digital platform for an advisor to understand and optimise his client portfolios, generate relevant ideas, expedite execution and collaborate with his clients anytime, anywhere. It has a plug and play capability to introduce digital wealth, giving your Relation Managers the access to strategies & products with personalized strategy selection & filtering to identify and cross-sell portfolios.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev., Press & Sales: Preeti H Bhambri, Head of Business Development & Marketing, [email protected], 6582372977

How they describe themselves: ZagTrader is a specialized Financial Technology company and service provider that provides its clients in the brokerage, investment banking, capital markets, and asset management with sophisticated solutions to run their business effectively. The solutions include a fully integrated platform for front-office, middle-office, and back-office, trading, order management, global feeds, online trading, mobile trading and access to global markets through routing networks.

How they describe their product/innovation: Our main products are the Execution Management System and the Brokerage Management System. ZagTrader Brokerage Management System is a true three-dimensional platform (Multi Asset Class, Multi Market, and Multi Currency), that supports Equities, Futures, Forex, CFD’s, Derivatives, Bonds, Options, Funds and ETFs, with connectivity to more than 200 markets worldwide. The platform also provides its clients with an advanced real-time analytics, market intelligence insight and smart algorithmic trading giving the traders the edge they need to achieve the best execution and to enhance their performance.

Our platform is easily integrated with any 3rd party or a core banking system, making the whole installation process simple and done with ease.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev., Press & Sales: Daniel Fakhoury, [email protected], +971-55-148-023

How they describe themselves: Uniken makes connecting safe. We have redefined the current security model of “connect then verify” to “verify then connect”, dramatically reducing your threat surface by bringing amazing security and a phenomenal client experience. We completely eliminate the risk of credential compromise, harvesting, phishing, spoofing, and Man-in-the-Middle attacks with frictionless security across all your channels and can reduce your fraud to zero. We secure over 9 million users, 20 million endpoints, 300 million interactions, and secure $500B+. The best statistic however, is ZERO – ZERO identities compromised, ZERO network intrusions, and ZERO financial and data loss.

How they describe their product/innovation: REL-IDverify is the next generation of the product that resonated so well at FinovateFall 2017 in NYC. This release enhances our SDK and brings transaction verification for all your channels including phone, chat, call center, web, voicemail, and email to financial services. REL-ID is not just another security layer or authenticator, but rather a new security protocol that is mobile first and will take your transaction fraud to ZERO, meet all your regulatory and internal compliance guidelines, all while delivering a frictionless and phenomenal client experience.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev.: Robert Levine, COO, [email protected], 917-324-0399
Press: Julie Suter, VP Marketing Communications, [email protected], 212-520-2557
Sales: Bimal Gandhi, CEO, [email protected], 212-220-8512

How they describe themselves: Financing is a major pain point for corporates: traditional models of trade financing are constrained and do not address the need for more inclusive and straightforward funding.

At the same time, investors are seeking uncorrelated assets with attractive risk-return profiles.

Velotrade uses technology to empower investors and corporates: our online marketplace matches corporates looking to get financing by selling their trade receivables to investors looking to gain exposure to this new asset class.

How they describe their product/innovation: Technology allows us to streamline the procedures and offer a scalable solution to a very real funding problem.

Sellers and investors are KYC’d and on-boarded through an efficient and seamless digital platform.

The creation of the auction to sell receivables is a process that takes just a few minutes and a few clicks. Our e-verification tool allows for a swift and effective mechanism to prove the existence of the receivable and therefore reduce disputes. Receivables can also be offered with an insurance protection and fractioned so to minimize default risk. The platform provides all the necessary information for the investor to make an informed decision.

All operations can be reproduced on a mobile device.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev.: [email protected]
Sales: [email protected]

How they describe themselves: Recognized as the data cornerstone enabling the growth of FinTech, Xignite, Inc. makes market data easy. Xignite pioneered the shift of market data to the cloud and is leading the disruption of the market data industry. The Xignite Market Data Cloud platform, hosted by AWS, allows companies to simplify infrastructure, scale quickly, and innovate faster. Xignite’s clients include more than 1,000 financial services, media and software companies including BMO, BlackRock, Charles Schwab, and TIAA, as well as leading Fintech disruptors Betterment, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, SoFi, StockTwits, Wealthfront, and Yodlee. Visit xignite.com or follow on Twitter @xignite.

How they describe their product/innovation: With more than 1.2 billion users worldwide, Excel remains the #1 tool used by analysts, quants, portfolio managers and other professionals to make investment decisions. Its simple paradigm coupled with its powerful engine lets Excel consistently trump all alternatives. But getting market data into Excel remains a challenge. Existing solutions are often cryptic, and access to real-time data is a huge challenge.

By making the billions of market data points available via its APIs – including real-time streaming data – as easy to access as calling an Excel function, the Xignite CloudAddin aims to revolutionize how market data is integrated into spreadsheets.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms

Contacts

Bus. Dev.: Marla Softer, Senior Director Bus. Dev., [email protected]
Press: Kerry Langstaff, Chief Marketing Officer, [email protected]
Sales: Ryan Burdick, Senior VP Sales, [email protected]

How they describe themselves: WeInvest is a digital wealth management solutions provider for banks, wealth and asset managers, insurance companies, and independent financial advisors. Headquartered in Singapore, we currently have operations in Malaysia, Indonesia, Dubai, and India. Our range of digital wealth management solutions include robo advisory, financial account aggregation, RM advisory tools, and a strategy marketplace. Our uniqueness is the flexibility we offer our institutional clients in tailoring our platform to their needs.

Our product is intended to benefit the institutions we work with and ultimately their end-customers by helping them gain access to a simple, transparent, and low-cost solution.

How they describe their product/innovation: The RM Workbench is an advisory tool for client-facing professionals in banks, asset management firms, insurance providers and independent financial advisors. The RM workbench is a capability built to deliver a holistic picture to the RMs about their clients, client communications, product information along with the ability to precision service clients based on client profile and needs.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Sales: Gaurav Mehta, Head of Bus. Dev., [email protected], +65 8114 0895
Press: Preeti Bhambhri, Head of Marketing, [email protected]

How they describe themselves: YUKKA Lab provides realtime news analytics for financial markets. YUKKA’s self-developed algorithms are state of the art containing natural language programming and machine learning approaches. Our solutions enable users from fields of asset management, market research, financial advisory, marketing and communication to handle the rapidly increasing amount of various financial data in real time.

How they describe their product/innovation: Markets can often be anticipated by analyzing news. YUKKA Lab’s financial market sentiment is a realtime leading indicator. Our sentiment-technology anticipates trend reversals up to several weeks in advance, so the news sentiments function as an early warning system. Our Newsflow Analyzer is based on profeeds of the largest European news wires (such as dpa-AFX, awp, …). Users get insights about market-moving topics and learn about a market’s pain points and its success factors within a few seconds. This information is contextually visualized in fully reactive data graphs. The Newsflow Analyzer presents an easy to grasp overview of sentiments in single markets, various regions and indices, as well as industries and sectors. The overview can be individualized by uploading the personal portfolios and watchlists, which allows you the oversee the relevant news at a glance thereby saving you time and allowing you to proactively interact with your clients over news topics.

Product distribution strategy: Business-to-Business (B2B), through financial institutions, through other fintech companies and platforms (product portfolio ranges from API, SaaS platform)

Contacts

Bus. Dev., Press & Sales: Oliver Berchtold, Chief Bus. Dev., [email protected]

How they describe themselves: Unison provides long-term investment capital to home buyers and homeowners which they can use for up to 30 years with no interest or monthly payments.  Unison’s investors earn a return by sharing in the change in value of the home, up or down, when the homeowner decides to sell.  As partners, if the home value rises the homeowner and the investor both profit.  If the home value falls, both lose.  The Unison HomeBuyer program increases purchasing power and helps more buyers qualify by lowering their monthly payment.  The Unison HomeOwner program allows existing homeowners to unlock home equity without debt.

How they describe their product/innovation: Unison HomeBuyer doubles a buyer’s down payment cash, eliminating mortgage insurance, significantly lowering the monthly payment and increasing purchasing power.  Millennials and first time buyers who are burdened with high rent and student debt can now become homeowners, with greater choice over commute, school district and home features.  Buyers with the required down payment in hand can retain a significant portion of their cash.

Unison HomeOwner unlocks home equity without debt or monthly payments, enabling homeowners to pay off credit card debt, remodel their home, start a business, pay for medical bills or a child’s education, or invest for retirement.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev.: Joe Cianciolo, [email protected],  415-299-8487
Press: Joanna Umali, [email protected], 415-992-4207

How they describe themselves: Uniken makes connecting safe. We have redefined the current security model of “connect then verify” to “verify then connect”, dramatically reducing your threat surface by bringing amazing security and a phenomenal client experience. We completely eliminate the risk of credential compromise, harvesting, phishing, spoofing, and Man-in-the-Middle attacks with frictionless security across all your channels and can reduce your fraud to zero. We secure over 9 million users, 20 million endpoints, 300 million interactions and secure over $500B. The best statistic however, is ZERO — ZERO identities compromised, ZERO network intrusions, and ZERO financial and data loss.

How they describe their product/innovation: REL-ID 2.0 is the next generation of the product that resonated so well last year at Finovate. This release enhances our SDK and brings transaction verification for all your channels including phone, chat, call center, web, voice mail and email to financial services. REL-ID is not just another security layer or authenticator, rather a new security protocol that is mobile first and will take your transaction fraud to ZERO, meet all your regulatory and internal compliance guidelines, all while delivering a frictionless and phenomenal client experience.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts

Bus. Dev.: Robert Levine, COO, Global Business Development, [email protected], 917-324-0399
Press: Julie Suter, VP Marketing Communications, [email protected], 212-520-2557
Sales: Bimal Gandhi, CEO, [email protected], 212-220-8512

How they describe themselves: United Income is an independent money management solution that helps its members their financial needs. Traditional money management approaches reflect a long-passed world when human life was briefer, technology more limited, and our lives more local. This outdated system needs to be revolutionized. Our unique approach reflects a deeply held belief that financial decisions are interconnected, and that new data and technology allows us to observe and understand these relationships in ways that have not been possible before. We use this unique understanding to extend the life and vibrancy of money to complement the innovations that have extended human life.

How they describe their product/innovation: We invented a money management solution that aims to extend the life and potential of money to complement the innovations that have extended human life. Our solution focuses not only on market dynamics, but individual decisions and possible future life events that can affect financial outcomes. We track changes in health, markets, and priorities to continually update and rebalance investments and financial plans to optimize our members chance of financial success regardless their stage of life. Every member also receives a budget; and United Income will initiate monthly withdrawals from investment accounts so retired members can receive a “paycheck” every month, just like when they were working.

Product distribution strategy: Direct to Consumer (B2C), direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Press: Elizabeth Kelly, Chief of Staff, [email protected], 855-215-3032