How they describe themselves: Michigan-based HTMA is an innovative FinTech company serving banks and credit unions across the country to easily and cost-effectively introduce new services for attracting and retaining customers. HTMA offerings include Banker Jr., Member Jr., and now Plinqit, the first savings app of its kind that pays users for engaging with content through its patent-pending Build Skills™. For more information, visit www.htmobileapps.com.
How they describe their product/innovation: Plinqit is a brandable, mobile first platform that is elegant and highly powerful at the same time. Unlike any other savings app on the market, its patent-pending Build Skills™ pays users for engaging with content, creating higher user engagement for financial institutions. Created by Millennials for Millennials, the Plinqit platform helps financial institutions connect with this important demographic in a meaningful, relevant way – while aligning data, behavior and incentives. For more information, visit www.plinqit.com.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev.: Bryan Freeman, Marketing Director, [email protected], 734-730-7785
Press: Samantha Hall, Account Associate, [email protected], 678-781-7227
How they describe themselves: Pinkaloo helps banks and employers attract and retain the best customers and employees by directly powering their philanthropy. Current tools don’t match how modern donors want to manage their giving. Pinkaloo’s white-label Modern Giving provides a solution that allows our customers to maximize engagement with their employees and customers and to power the philanthropy in the communities that they serve.
How they describe their product/innovation: It is hard for banks to differentiate. 81% of millennials expect a commitment to corporate citizenship.
Pinkaloo’s white-label, Modern Giving solution enables banks to directly power their customers’ charitable giving. Modern Giving accounts provide consumers with a centralized account to budget for their giving, discover charities that match their passions, and collaborate with others. Integrated with your current digital tools, our software helps banks create incentives to drive adoption of other products and earn new deposits and interchange fees.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Gideon Taub, CEO & Founder, [email protected]
How they describe themselves: Persistent Systems builds software that drives the business of our customers; serving software product companies and enterprises with software at the core of their digital transformation. For more information, please visit www.persistent.com.
How they describe their product/innovation: Chatbots have become a common part of customer experience and efforts are being made to personalize them by harnessing the power of AI and ML.
The proposed solution, which is part of Persistent’s Digital Bank in a Box (DBiB), provides capability to recognize user’s intention and make conversation more personalized using an AI system that learns from user demographics and data pulled from customer transaction datasets.
AI enabled conversations are engaging, useful and make it far more effective than the generic solutions available in the market.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Charlie Caban, Client Partner, [email protected] & Debashis Palit, Client Partner, [email protected]
How they describe themselves: PayFi enables banks, fintechs, processors and merchant service providers to cost effectively move money between bank accounts in real-time. Our simple and secure RailStorm API, an A.I. based revolutionary payment platform, provides the infrastructure necessary to achieve an unprecedented advantage in the market . We work with a host of financial institutions across the country and provide the greatest reach using card rails, at over 97% in the US, for instant payments.
How they describe their product/innovation: An end-to-end payment solution which includes client on-boarding, a marketplace, and processing capabilities.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Peter Gordon, CRO, 844-604-8075
How they describe themselves: owl.co offers automated solutions for financial institutions to better know their customers by aggregating external data and delivering insights in real-time. Owl.co offers three solutions: 1) automated customer onboarding, 2) instant KYC & AML, and 3) fraud detection tool. The instant KYC|AML tool automates Enhanced Due Diligence on both individuals and companies. All of this is done on a proprietary end-to-end encrypted, zero-knowledge platform that passes all the regulation checkmarks. Owl’s platform is server-independent and fully white-labelled.
How they describe their product/innovation: The instant KYC|AML tool automates Enhanced Due Diligence on both individuals and companies.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev. & Press: George Khalife, Head of Bus. Dev. & Marketing, [email protected]
How they describe themselves: Orion Advisor Solutions offers a personalized financial management continuum, including best in class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms.
How they describe their product/innovation: Eclipse is Orion’s fully-intergrated trading and rebalancing platform. We have add the power of ASTRO’s institutional grade portfolio optimization engine directly into Eclipse. By embedding ASTRO into Eclipse, Advisors are able to leverage the mass customization ability of ASTRO navitvely within Eclipse. Not only are Advisors able to create custom Direct Indexing solutions, they are able to provide client specific overlays to any strategy which includes custom ESG solutions.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Kyle Hiatt, EVP
How they describe themselves: NYMBUS is a privately held corporation, established in 2015 to provide the world’s most advanced financial services platform. From SmartCore®, SmartDigital™ and SmartPayments™, our flagship digital technology platforms, to SmartLaunch™, our full-service and standalone digital bank alternative, NYMBUS enables financial institutions to digitally transform their businesses. We also offer an outsourced call center with 24/7/365 support for all of our solutions.
How they describe their product/innovation: NYMBUS SmartLaunch is a pioneer in the industry’s transformation by eliminating the need for financial institutions to undergo a conversion or hire new resources to offer fully-operational digital banks in as few as 90 days. Its low-risk Banking-as-a-Service (BaaS) business model outsources all of the necessary technology, expert staff and marketing resources to ensure their long-term success. New and modern digital banking experiences are now rapidly possible to acquire new customers and generate sustainable new growth.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Drew Dizon, SVP Strategic Solutions, [email protected]
Press: Susie Dougherty, Marketing Manager, [email protected]
How they describe themselves: Noonum solves information overload by summarizing and contextualizing unstructured data, powered by the connected intelligence of a continually evolving semantic knowledge graph generated using AI and NLP.
Noonum’s ambient intelligence watches your portfolio for non-obvious impact from social/news media and provides company exposures to concepts like ESG. Furthermore, Noonum’s graph illuminates company ecosystems including their supply-chain and competition through powerful visualizations.
How they describe their product/innovation: Noonum News with hidden and ambient intelligence.
Noonum Concept Exposure to identify companies that have exposure to specific topics like ESG or Autonomous Driving.
Noonum Value Chain to understand the ecosystem around a company including its customers, competitors, suppliers, and partners.
Noonum’s Bring Your Own Data to augment internal data with external insights.
Know what you don’t know. Experience Noonum.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Darian Parrish, CMO, [email protected]
Press: Shankar Vaidyanathan, CEO & Founder, [email protected]
How they describe themselves: We are a group of financial and IT pioneers working relentlessly on silo-breaking services aimed at inverting the ‘industrial standard’ pattern that forces professionals to adapt to a tool. We passionately believe that financial services should be a dynamic and flexible tool that adapts to your needs and unlocks your creative growth.
How they describe their product/innovation: Perfinal is the pioneer core banking platform providing a comprehensive suite of modules and capabilities covering all aspects of present and future financial services. It is designed to intactly model and replicate financial structures, transforming them into a powerful system.
During the demo, a system simulating energy tradings will demonstrate how Settlement, Loro, Nostro and Treasury transactions and automated general ledger generation can be provided in minutes in compliance with regulations. The executable law will be mind-blowing… 🙂
Product distribution strategy: Direct to Business (B2B), licensed
Contacts
Bus. Dev. & Press: Imre Fazekas, CEO, [email protected], +36705148550
How they describe themselves: NTT DATA is a leading IT services provider and global innovation partner headquartered in Tokyo, with business operations in over 50 countries.
Our emphasis is on long-term commitment, combining global reach with local intimacy to provide premier professional services varying from consulting and systems development to outsourcing.
For more information, visit www.nttdata.com.
How they describe their product/innovation: NTT DATA’s new service, “MIRROR”, references multiple sources, such as your PFM and social network service accounts and utilizes a chatbot to ask general and specific questions to build up a profile and database that will help your future caregiver to best understand you.
When you become incapable of making decisions by yourself, due to factors such as an accident or the onset of dementia, the information stored in MIRROR will provide valuable hints and guidance to your future caregiver to ensure your interests and wishes are respected and acted upon.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Fourth Financial Sector, e-Business Divison, Business Strategy Planning Group, [email protected]
Press: Katsuya Tanaka, Assistant Manager of Public Relations, [email protected]
How they describe themselves: Right now there are over 7 billion people on this planet. You will meet a fraction of them in your lifetime. POD can help you meet the right ones. POD helps businesses connect.
How they describe their product/innovation: One thing in business never changes – People buy from people. The POD platform allows people to find each other and network together, by providing an easy to use online presence with AI and GPS powered search capability. POD eases payments for SMB’s by providing a peer to peer payment system. Over 99% of America’s business are SMB’S. POD has over 5 million members and operates globally – because that’s what businesses do.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev.: Jo Webber, CEO, [email protected]
Press: Corbin Kezar, [email protected]
How they describe themselves: MSTS™ is a global leader in B2B payment and credit solutions, facilitating transactions for customers in more than 190 countries. Our cutting-edge Credit as a Service™ (CaaS) is setting the stage for the future of omnichannel B2B payments. SMBs and enterprise organizations use CaaS to extend credit lines to customers without straining working capital. Our high-performance culture continues to be the catalyst for continued success in the ever-changing world of financial technology.
How they describe their product/innovation: Credit as a Service™ (CaaS) is a cutting-edge B2B payments solution used by small, medium and enterprise organizations to reduce costs, drive sales and grow their business. Designed to make business commerce easier, CaaS brings together robust payment and credit solutions, sophisticated managed services, and smart integrations to business leaders to focus on their core competencies. Outsource A/R, extend risk-free lines of credit, build loyalty, reduce DSO and free up working capital with CaaS.
MSTS’ underwriting expertise is on full display in CaaS, automating credit decisions up to $250,000 in under 30 seconds.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Jim Goge, VP Sales, [email protected], 469-200-9578
Press: Michelle Faul, Sr. Director of Global Marketing, [email protected]
