How they describe themselves: Listed on the Forbes FinTech 50 and KPMG FinTech 100 lists, and named “one of the coolest brands in banking,” Xignite delivers cloud-based real-time, reference and historical market data via APIs to digital assets, such as websites and apps. Xignite clients who power their solutions with Xignite market data include fintech disruptors Betterment, FutureAdvisor, Personal Capital, Robinhood, SoFi, StockTwits, and Wealthfront.

How they describe their product/innovation: Financial services organizations can license the Xignite Market Data Cloud Platform, a cloud-based data distribution solution that helps large financial institutions centralize, distribute and optimize access to real-time and reference data they have licensed from Xignite, Bloomberg, Thomson Reuters or other market data vendors. Using Xignite’s cloud architecture, market data is made available via REST APIs to allow employees and downstream systems to instantly pull data into portals, proprietary in-house systems. Financial services organizations can now innovate at the speed of a fintech startup and knock billions of dollars off their cost infrastructure.

Product distribution strategy: Direct to Business (B2B), licensed

Contacts:

Bus. Dev.: [email protected]

Press: Kerry Langstaff, CMO, [email protected]

Sales: Ryan Burdick, SVP, Sales, [email protected]

How they describe themselves: VIX Verify is a global leader in digital identity and document verification solutions. Financial institutions trust our award winning greenID platform to enable seamless and efficient consumer on-boarding, while simultaneously ensuring compliance with local AML/KYC/CTF regulatory requirements. With offices located in Asia, Australia, New Zealand, Europe, Africa and the Americas, VIX Verify provides coverage in over 50 counties for 3 billion + consumers. Our mission is to enable under-served consumers to enter the financial system, while simultaneously protecting financial institutions against regulatory and fraud risk.

How they describe their product/innovation: greenID is the only true global, integrated on-boarding platform that combines document verification, OCR, data verification and facial recognition technologies to authenticate consumer identities in real-time. greenID is an end-to-end SaaS based platform with flexible integration options, including mobile SDK and full-service API. The on-boarding platform services are modular and can be utilised individually, or in combination, to comply with local market regulations and differing risk profiles. greenID services include:

• Identify Document Verification
• OCR and Data Prefill
• Identity Data Verification
• Biometric Verification
• Watchlist Screening
• Device Fraud Detection
• Back-End Administrative Tools

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

Contacts:

Bus. Dev.: Simon Herron, Head of International, [email protected], +44 7413 515666

Press: Lindsay Gough, Administration & Sales Support, [email protected], +61435820222

Sales: Gerald Soo, Regional Sales & Client Services Manager, [email protected], +65 9788 3285

How they describe themselves: WeInvest is a digital wealth management solutions provider founded to enable simple, smart & secure financial aggregation & analysis for clients in the South-East Asian market. We help our clients track and analyse their portfolios and holdings across a variety of asset classes and are now helping them to allocate and execute investments in a customized, simple and efficient manner with the launch of our proprietary Robo-Advisory platform as a service. We operate across several geographies in Asia and are in strategic partnerships Pershing (BNYMellon), Leonteq, Amazon, Babel & Reuters.

How they describe their product/innovation: WeInvest is available on web & mobile applications, and is backed by a robust Middle-to-back office platform which support multiple asset classes, currencies, brokers, business models & custodians. Investment strategies from leading investment houses, quantitative research teams have been collated in the Open-architecture Strategy store similar to an app store, and then executed at institutional rates with Pershing(BNY Mellon) one of the world’s largest custodians. End-to-end operational support covers customer onboarding, trade administration & customer support. This end-to-end platform is now available as a for Banks, Wealth managers, Asset Management companies for them to launch either a DIY service or Hybrid RM assisted service.

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

Contacts:

Bus. Dev. & Sales: Gaurav Mehta, Head of Sales & Marketing, [email protected]

Press: Caroline Bowler, CEO, Bowlah PR, [email protected]

WiseBanyan is the fastest growing independent roboadvisor in the U.S. We help individuals save, invest, and reach their first $100,000 – for free and with no minimums. WiseBanyan builds and manages tailored, goal-based financial plans helping individuals reach rainy day funds, purchase a home, and save for retirement. Simply link a bank account and WiseBanyan’s end-to-end infrastructure fully automates achieving the goals.

As a leading consumer fintech firm, WiseBanyan is a FINRA Broker-Dealer and an SEC Registered Investment Advisor. Our recommendation and trading engines seamlessly design tailored portfolios for our clients, execute transfers, rebalancing, portfolio allocations, and orders – even down to fractional shares. We process a quarter million trades per month and 25,000 client deposits a month.

Presentation

Data as an Advantage: Building a Data Warehouse With Open Source Tools

Our data warehouse enables us to properly collect, store, and make data accessible to all teams from marketing to compliance, and this leads to better decisions. Our presentation focuses on the choices we made regarding the pipelining of client and application data into our central data warehouse and the facilitation of the access to that data. We had four central considerations: data security and privacy, speed of implementation, adaptability, and cost.

Our data security and privacy requirements excluded any solutions that required 3rd party pipelining. Given our rapid speed of development and unique technology platform, we were not a good fit for traditional enterprise “all-in-one solutions.” Our solution was to utilize an open-source workflow management system, Airflow by AirBnB, and an open-source business intelligence tool, Metabase. A full integration with these technologies to create our data warehouse and ETL has enabled us to move quickly to refine product, user experience and expand our business.

What You’ll Learn

• Open-source workflow management systems enable pipelining of storage without sacrificing security.
• Implemented correctly, open source business intelligence tools enable secure access to data for non-technical teams without sacrificing security.
• Correct storage and retention of data is not just a business requirement; teams that execute in this regard have a competitive advantage.

Presenters

Herbert Moore, Co-CEO & Co-Founder

linkedin.com/in/herbert-moore | @herbertmoore1 | [email protected]

Co-founder of WiseBanyan with over a decade of experience in the asset management industry. Previously, he was the founder of a quantitative asset manager, and prior, he was the head trader at Ansbacher, a volatility arbitrage hedge fund. BA Economics, George Washington; MS Engineering, Stanford. Series 4, 7, 24, 63, 65

Jennifer Chin, Chief Science Officer

[email protected]

Leads data science team at WiseBanyan and has over 10 years of experience in engineering and system architecture. Previously, Jennifer was the co-founder & CTO of LaunchBit, an adtech business acquired in 2014. BS Chemistry and Physics, Harvard; PhD Material Science and Engineering, MIT.

Worldpay is a leading payments company with global reach. We provide an extensive range of technology-led payment products and services to over 400,000 customers, enabling their businesses to grow and prosper. We manage the increasing complexity of the payments landscape for our customers, allowing them to accept the widest range of payment types around the world. Using our network and technology, we are able to process payments from geographies covering 99% of global GDP, across 146 countries and 126 currencies. We help our customers to accept more than 300 different payment types.

For more information, visit www.worldpay.com

Presentation

It’s Not Just About Getting Paid, It’s About the Payment Journey

How implementing a consumer friendly buying journey drives more sales and what mistakes can lower those sales

What You’ll Learn

• What are consumers looking for in their online purchasing experience?
• What common mistakes are made that drive consumers to abandon their purchase?
• What top elements should be included in the payment journey?

Presenter

Abe Gandara, Sr. Solution Consultant

[email protected] | 512.693.4767

How they describe themselves: Zenmonics delivers the first engagement platform of its kind to unite customer and branch in a symbiotic digital solution – any channel, anytime, anywhere. Customer experience in the digital age spans devices, people, and locations. We make sure your self-service software doesn’t keep you – and your customers – standing still. Zenmonics’ channelUNITED platform offers the industry’s most consistently delightful experience for customers and associates alike by cutting through the mess of antiquated legacy systems to offer a truly seamless omni-channel interaction. You can’t build the bank of the future on a platform of the past.

How they describe their product/innovation: Do you know your customer’s financial story? Zenmonics will be demonstrating channelUNITED and our cross channel, cross device, interactive financial story. Our solution benefits both the consumer and the banker and provides real time access at any interaction or transaction type.

Product distribution strategy: Through financial institutions, through other fintech companies and platforms

Contacts:

Bus. Dev.: Chris Siemasko, EVP Product Ecosystem, [email protected]
Press: Tracey Dunlap, Director Digital Products/User Experience
Sales: Chris Siemasko, EVP Product Ecosystem

How they describe themselves: We don’t believe you can be the best in everything. So we decided to create an independent connected world where our clients could select and combine pre-integrated business software of various providers. Xentral Station is a cloud-based workspace with a full suite of business apps to manage their full supply chain process including eInvoices and Supply Chain Funding. Key partners include Microsoft, Google, GE Healthcare, Dun&Bradstreet, BNP Parisbas, Sage, Avalara, Exact, TBlox, and InvoiceSharing. We currently have 100k clients and distribute our platform fast on a global scale.

How they describe their product/innovation: Xentral Station created a supply chain funding app to solve slow and expensive trade financing for big and small vendors using the app to receive cash in 24 hour. Payments and administration are paperless, fully automated and transparent. All transaction data flows seamlessly between multiple systems via the connected applications on Xentral Station. The process is quick and easy to use, with an integrated Dun&Bradstreet validation process. This reduces risk, time, and administrative burden for vendors, clients, and financial institutions.

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

Contacts:

Bus. Dev.: Vilayat William, Strategic Alliance Partner, [email protected]
Press & Sales: Emily Reijnierse, Community Strategist, [email protected]

How they describe themselves: Our enhanced white-label B2B digital banking platform delivers long-term competitive advantage, making clients’ brands integral to their customers’ daily financial and online social lives. We serve FIs, wireless carriers, and strategic verticals including insurance, brokerage, payroll/HR, and non-traditional FSOs. Our technology is delivered in three ways: Managed Service, SaaS, and Web or API Services.

How they describe their product/innovation: Urban FT will demonstrate the Workshop: the first real-time, multi-tier mobile app management platform for the financial services industry. Workshop enables financial institutions, program managers, and other FSOs managing multiple DDA products and card programs to rapidly configure, brand, and launch mobile banking applications for multiple customer segments-without coding.

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

Contacts:

Bus. Dev. & Sales: Glen Fossella, EVP Enterprise Growth, [email protected], 617-335-2181
Press: Kimberly Christopher, Director of Marketing & Communications, [email protected], 646-661-1330

How they describe themselves: Uniken is a game-changing cybersecurity firm committed to making connecting safe, simple, and scalable through its patented, relative-identity and mutual authentication technology. Today, our flagship product REL-ID has over 30 implementations across three continents in verticals such as finance, manufacturing, and defense/special forces. Our clients include leading Israeli SIs and all 3 pillar institutions of the Indian finance sector. Given the increased threats in Healthcare and media, Uniken is also targeting these verticals for expansion.

How they describe their product/innovation: REL-ID is the first product to tightly integrate identity, authentication, AND channel security. At the heart of REL-ID, short for “RELative-IDentity,” is an enhanced, patented, key-exchange protocol (DHE on steroids). By using 1:1,”relative” identities split between clients and the enterprise, REL-ID eliminates man-in-the-middle, phishing, and spoofing attacks. Our new product, REL-IDverify, extends the perfect trust of the REL-ID secure channel to instantaneous mobile authentication of transactions and logins from unsecured browsers without involving SMS, OTP, Certs, or 3^rd parties.

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

Contacts:

Bus. Dev.: Robert Levine, Global Head of Business Development, [email protected]
Press: Julie Suter, VP Marketing Communications, [email protected]
Sales: Jon Mills, Global Head of Sales, [email protected]