How they describe themselves: Surfly enables digital interactions for financial services at any point along the customer journey through fully compliant co-browsing, video chat, document editing, and real-time e-signing technology. As part of the FIS Fintech Accelerator, we learned that customers want a remote digital journey that mimics the in-person experience. Using Surfly, you can quickly enable these secure and compliant collaborations with your customers across the websites, portals, apps, or platforms that already make up their digital journey.
How they describe their product/innovation: Surfly’s co-browsing enables you and your customers to securely surf the full web together, all from one browser tab. Onboarding a new customer, opening an account, or completing complex financial transactions used to occur face-to-face, but not anymore. Customers want a remote and personal digital journey that mimics the in-person experience. Using Surfly, Financial Institutions can quickly enable secure and compliant collaboration via co-browsing, video chat, and more across the websites, portals, apps, or platforms they already invest in.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Tariq Valente, VP Sales, [email protected]
Press: Brendan Jackson, VP Marketing, [email protected]
How they describe themselves: Stylopay is an innovative player in the Financial Services and mobility market. We have built a payment platform conforming to MasterCard, Visa and China Union Pay International specifications. The platform is capable to provide eWallet and prepaid card APIs to businesses as well as launch a B2C payment products. We provide our platform to businesses along with Issuer, processor, network, perso and compliance relationships. This enables the businesses to easily launch B2C card programs.
How they describe their product/innovation: Corporate Cards make payroll and payout convenient. But getting a multi geography program with small volumes is tough. It is long-drawn, cumbersome, and expensive.
Zoqq is a self-service card application and management portal for corporate card programs. Zoqq enables card program application in 30 minutes, approval in under 7 days, low costs, getting and managing programs in different countries and currencies and low card volumes. Free admin and card user portals are included.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Avishek Singh, CEO, [email protected] & Sanjit Ghanti, COO, [email protected]
Press: Avishek Singh, CEO, [email protected]
How they describe themselves: Experts in Big Data, AI and Machine Learning since 2004, Strands creates highly customizable digital money management software for top-tier financial institutions worldwide, and empowers people to be smarter with their money. Strands has carried out more than 700 implementations to date.
How they describe their product/innovation: Financial control, foresight and wellbeing for retail banking customers. Driven by Artificial Intelligence, Strands’ PFM means smarter money management for the customer, improved bank-user engagement and a greater share of wallet for the bank.
Strands PFM allows banks to know how people spend, then help them do it better. With all their accounts in one place and simple, categorized transactions, customers are more able to plan ahead and budget, creating financial goals for the future.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Leandro Gimeno, Director of Business & Sales, [email protected]
Press: Marc Navarro, Communications Manager, [email protected]
How they describe themselves: Quantum Metric helps organisations build better digital products faster. Our platform for Continuous Product Design gives business and technical teams a single version of truth that is fast, quantified, and based on what matters most – your customers’ perspective. Quantum Metric was founded in 2015 by 4-time founder and CEO, Mario Ciabarra. We have been recognised as a Gartner Cool vendor, INC500, CNBC Upstart 100, and Deloitte Fast 500. In January 2021, we raised a $200M Series B round.
How they describe their product/innovation: Quantum Metric helps retail banks differentiate on the digital experience, improve digital adoption, and improve internal efficiencies. With a simple and one-time deployment, we capture a rich set of behaviour, technical, and business level data. Machine intelligence surfaces anomalies in the customer experience and quantifies the business impact. Real-time insights and simplified workflows give all teams a common view of the customer and the ability to make data-driven decisions faster.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Alex Thomson, RVP Sales – EMEA & APAC, [email protected]
Press: Michal Zarankin, Director of Marketing – EMEA, [email protected]
How they describe themselves: Text and social media interaction with clients is skyrocketing as a result of COVID, and the need to fill this gaping hole in compliance programs is critical for companies and regulators. In their demo, txtsmarter will introduce an effective compliance solution specifically designed for the new age of text and social media messaging. txtsmarter creates a better user experience for employees and clients by allowing the use of native apps such as iMessage, WhatsApp, while creating data completeness and a high level of control over archived data.
How they describe their product/innovation: A Software as a Service platform that creates a better user experience for employees and clients by allowing the use of native apps such as iMessage, Android SMS/MMS, WhatsApp, while creating data completeness and a high level of control over archived data…no more data gaps. Coupled with a monitoring platform, the data enables effective monitoring and immediate identification of inappropriate sales and customer communications, fraud, front-running and meets a wide range of business, compliance and privacy needs.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Keith Newman, Director of Bus. Dev., [email protected], 650-521-1911
Press: Sabine Zimmerhansl, Director of Compliance and Risk Management, [email protected], 650-766-2588
How they describe themselves: Strands is a FinTech software company, part of the CRIF Group, which develops AI-driven solutions for financial institutions to help increase customer engagement and generate new revenue through digital channels.
Strands draws on more than 15 years of experience in building personalized digital money management solutions that empower people to better manage their lives and businesses. Headquartered in Barcelona, Strands has carried out more than 700 digital banking implementations worldwide.
How they describe their product/innovation: Personal financial manager (PFM) allows financial services providers to create highly personalized customer experiences and drive revenues and retention.
PFM helps retail users improve their financial habits, providing them with a financial control tool without requiring specific expertise and significant effort in terms of both cost and time to integrate an ERP solution.
The solution leverages a front-end that exposes users to categorized single and multi-account data, aggregated thanks to the open banking service.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev.: Leandro Gimeno, Global Head of Sales
How they describe themselves: If you haven’t heard of us, that’s because we’ve been quietly innovating and building the most secure product in the marketplace that serves billions of customer sessions. We are the originators of secured digital customer service. We’ve brought our banking customers to the forefront of digital transformation by virtualizing the branch while keeping the human touch. Our flagship solution redefines what a rich, full-suite customer service messaging and communications platform can do.
How they describe their product/innovation: LinkLive Banking previously delivered chat, secure mail and desktop sharing for years. Now, we’ve brought the lobby to the customer, digitally. This year we are introducing the next level of online appointment scheduling combined with a new virtual branch experience that replaces the need for scheduled conferencing – with all the archiving, reporting and end-to-end security you expect. Designed for banking. Built for today.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Patrick Reetz, SVP Products & Markets, [email protected], 628-239-3882
Press: Maren Lodge, Marketing Manager, [email protected], 612-404-2440
How they describe themselves: Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. With comprehensive end-to-end solution sets, Q2 enables its partners to provide cohesive, secure, data-driven experiences to every account holder – from consumer to small business and corporate. Headquartered in Austin, Texas, Q2 has offices throughout the world and is publicly traded on the NYSE under the stock symbol QTWO. To learn more, please visit Q2.
How they describe their product/innovation: Q2, in partnership with Molecula, has adopted a novel approach to leveraging user data and machine learning at scale to prioritize what the user sees, instantaneously. This exchange results in the highest-valued content receiving prime real-estate on a screen. Most importantly, Q2 puts the power of machine intelligence in the hands of a financial institution with a no-code tool to shape the user experience with the assistance of a deep understanding of where their customer is on their financial journey.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: Orie Agbaji, Lead Generation Specialist, orie.agbaji@q2.com
Press: Beth Williams, Senior Marketing Communications Professional, [email protected]
How they describe themselves: Scientia is a leading UK Fintech consulting firm. When we started out, it was impossible to be sure how customers experienced your digital products and services, how you compared to your rivals or the Market, or whether you were addressing your customers’ digital banking needs. So we took matters into our own hands and built a suite of products & services that show exactly how a Bank makes its digital banking offering better, and the steps needed to take.
How they describe their product/innovation: FinTech Insights is a web based, research platform, analysing the digital banking offering in terms of Functionality and User Experience, worldwide.
Uncover your competitors’ best kept secrets. Find out exactly how your digital offering compares to other banks and fintechs, and what you need to do to beat them.
No more guessing games or assumptions.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts
Bus. Dev. & Press: Erenia Kontolatou, Head of Bus. Dev., [email protected],
+30 216 1000216, +30 697 6930937
How they describe themselves: Remitter is a white labelled digital communications platform powered by artificial intelligence that helps lenders maximize revenue by optimizing customer engagement.
The system sends personalized mobile communications (SMS or Email) to customers based on their own interactions with the platform, at the right time and on their preferred channel. With only a few clicks customers can pay in full without any extra steps like finding the bill, creating profiles or logging in using configurable payment options.
How they describe their product/innovation: The demoing product is our consumer facing demo. It will be an interactive demo going through how the platform works from the users perspective. The demo will showcase how the system sends personalized mobile communications (SMS or Email) to customers based on their own interactions with the platform, at the right time and on their preferred channel. It will take you through from the initial communication to the end payment and different options customers are presented with.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: David Nathanson, EVP & Head of Sales, [email protected]
Press: Dee Gligorevic, Product Marketing Lead, [email protected]
How they describe themselves: Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. With comprehensive end-to-end solution sets, Q2 enables its partners to provide cohesive, secure, data-driven experiences to every account holder – from consumer to small business and corporate. Headquartered in Austin, Texas, Q2 has offices throughout the world and is publicly traded on the NYSE under the stock symbol QTWO. To learn more, visit Q2.com.
How they describe their product/innovation: Your fintech product. Millions of users. One integration. Q2 provides digital banking software to more than 400 financial institutions. The Q2 Partner Marketplace gives our FIs an app store experience to seamlessly add third-party fintech functionality to their digital banking environment. That means with a single integration to Q2’s digital banking platform, you can offer your fintech product to more than 400 banks and credit unions, one million businesses, and 16.3 million end users.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev.: Johnny Ola, VP Bus. Dev., [email protected], 832-721-1469
Press: Beth Williams, Senior Marketing Communications Professional, [email protected]
How they describe themselves: Subaio was founded at a hackathon in 2016. Prior to the event, one of the founders had found an odd payment on his family’s monthly bank statement. What was this? After some research he found that it was a payment for a US online newspaper he had only used once and then forgot all about. This was the beginning of Subaio – the service that gives you control of your subscriptions.
Subaio is a white label subscription management service. Here, customers can get an overview of their recurring payments, cancel subscriptions and get notified about changes.
How they describe their product/innovation: The subscription economy is booming – and 35% of bank customers want their bank to deliver a subscription management service to them according to Cicero Consulting. This is what Subaio does. We give you control of your subscriptions.
In this presentation Subaio will give you the insights into our live use case with one of our many bank partners. We’ll show the overview of the recurring payments, go through a cancellation process and how we can protect customers against subscription traps through our notifications. All in a full white label service!
Product distribution strategy: Licensed
Contacts
Bus. Dev. & Press: Søren Nielsen, Chief Commercial Officer, [email protected], +45 2299 4891
