How they describe themselves: We’re a fintech with a 7 year track record of providing cutting edge engagement banking solutions that measurably improve our users’ financial wellbeing by operationalising the latest insights from cognitive and behavioral science. Based on our success in the B2C domain, we have launched a B2B offering in 2020 for banks who are interested to increase their digital engagement, attract the next generation and take a future-proof stance on social responsibility and sustainability.
How they describe their product/innovation: The Dreams Engagement Banking Platform is a revolutionary way of engaging banking customers rooted in cognitive and behavioral science. We make customer experience deeply personal and emotional, based on a scientific method developed over 8 years in collaboration with leading research institutes including Harvard, UCLA and the University of Toronto. The result is an unparallelled effectiveness in engaging customers and boosting their financial wellbeing. The platform includes a saving, investment and debt management module that can be seamlessly plugged.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: Lucia Hegenbartova, CCO, [email protected]
Press: [email protected]
How they describe themselves: Directlink has become a first-of-its-kind AI-powered conversational banking platform. Headquartered in Central New York and serving FIs of all shapes and sizes, we’ve leveraged over 35 years of knowledge gained as a critical communications provider to help deliver digital transformation through the utilization and deployment of virtual customer assistants across all channels. The Directlink platform was built to ease the burden on contact centers, enable hyper-personalized multi-modal interactions, and create unforgettable experiences for your customers.
How they describe their product/innovation: Directlink utilizes the latest NLP/NLU to deliver a human-like experience and better assist Bank/CU customers. Our proprietary dialogue management tools provide an easy-to-use interface for financial institution employees to customize greetings and salutations, create and deploy FAQs, test real-time alternations, and allow internal teams to build and train the system, enhancing the ROI. At Directlink, we believe the employee experience is equally central to the customer experience, and providing the ability to iterate and improve quickly is paramount to our client’s success.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Mark Vanderpool, President, [email protected], 518-331-9287
Press: Fran Coudriet, Head of Marketing, [email protected], 315-256-2083
How they describe themselves: Cinchy is a Dataware platform leveraged by 100+ FIs to enable their data-centric transformation. Don’t confuse ‘data-centric’ with ‘data-driven’, this is the real game-changer. Our customers deliver digital experiences in half the time and cost, vs. organizations that continue to use ‘app-centric’ approaches. Solutions include digital loans, client 360, CRM migration/consolidation/augmentation, reporting automation, and more.
How they describe their product/innovation: Cinchy’s Dataware Platform removes the integration burden, data silos and ensures improved data leverage. What makes Dataware unique and efficient is that it decouples data from applications, enabling data sharing and reuse across all applications without the need of integration. Dataware’s data-centric approach ensures:
- Delivery of change 5x faster with a 50% reduced IT overhead by eliminating integration efforts
- Building flexible data models that can evolve as your business’ needs do.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Ron Reddick, VP Sales, [email protected]
Press: Leticia Barcia, VP Marketing, [email protected]
How they describe themselves: Berbix is an identity verification solution for building trusted relationships online by instantly and accurately validating a user’s identity. Minimize fraud without adding friction to the user experience. Berbix’s automated, data-driven approach is easy to implement and 4x more accurate at detecting fake IDs than legacy solutions.
How they describe their product/innovation: Berbix’s IDV solution is an instant, accurate, and automated way to verify passports, driver’s licenses, and photo IDs online. We use a data-centric approach, a smart SDK, and progressive verification to validate IDs with the least amount of friction possible, resulting in increased new customer acquisitions and ROI.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Linda Watkins, VP Marketing, [email protected]
How they describe themselves: Banyan creates an at-scale network that allows Retailers to share receipt data with banks and Fintechs through both API calls for individual transactions and batch calls for unlimited records at a time.
How they describe their product/innovation: Our demo will show how the Banyan network actually works, with first an API call for a single record and then an batch call of 10M records that successfully matches consumer retail transactions with the detailed item-level receipt data from those transactions!
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Arlo Laitin, CRO, [email protected]
Press: Bill Brazell, WIT Strategy, [email protected]
How they describe themselves: Bambu is the next-gen B2B robo-advisory platform for any kind of financial institution and disruptor, making an impact on their customer experience digitally. The cloud-based platform is powered by our proprietary algorithms and machine learning tools. Founded in 2016, Bambu is headquartered in Singapore with a subsidiary in the United Kingdom, the United States, Dubai, India and representatives in Africa.
How they describe their product/innovation: Bambu GO is a turn-key investment platform that is fully transactional and is personalized to your company’s logo, branding, and portfolio management, combined with the best goal-based investing technology for your customers. The platform is an all-inclusive technology that requires no development from the client and can be developed in minutes instead of months.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev.: Michael Larsen, Head of Sales, America, [email protected]
Press: Laura Pereira, Senior Marketing Manager, [email protected]
How they describe themselves: Baker Hill is the expert solution for loan origination, portfolio risk and relationship management, and analytics for financial institutions in the United States. The company delivers a single unified platform with modern solutions to streamline loan origination and portfolio risk management for commercial, small business and consumer lending. The Baker Hill NextGen® platform also delivers sophisticated analytics and marketing solutions that support sound business decisions to mitigate risk, generate growth and maximize profitability.
How they describe their product/innovation: Featuring the new Baker Hill NextGen® Banker Application that maximizes the ability of a financial institution to capture every opportunity that every touchpoint with a small business owner can provide for the bank. The configurable nature of Banker Application also streamlines the application to your unique decisioning process by first removing unnecessary friction and by providing an intelligent approach to capturing applications – improving compliance, transparency, and speed for your business lending.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Todd Juracek, [email protected]
Press: Haley Williams, [email protected]
How they describe themselves: We’re the creators of the Backbase Engagement Banking Platform, which helps financial institutions turn the threat of digital into opportunity, and get ahead in today’s competitive digital landscape.
We give financial institutions the speed and flexibility to create and manage seamless customer experiences across any device and deliver measurable business results. We believe that superior digital experiences are essential to stay relevant, and our software enables financials to rapidly grow and streamline their digital business.
How they describe their product/innovation: Backbase will demo a complete customer onboarding that involves consolidating a customer’s finances through direct deposit, bill pay auto linking, and debit card account opening. Attendees will see how simple it is for a financial institution gain critical insight into their customers and how they can empower users to take control over their finances.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Rich Heller, Senior Account Executive, [email protected], 404-229-7869
How they describe themselves: AFS combines technological innovation with financial expertise to drive strategic transformation of credit and lending in financial institutions across all lines of business on a single integrated platform. By anticipating industry trends and taking into account the total customer experience, AFS enables banks to be competitive and grow. We are the only provider that has an out-of-the-box commercial lending solution geared for growth-AFSVision®-that is mobile and digital, operating completely in real-time.
How they describe their product/innovation: We have developed a quick, easy and nimble capability to solve the need to add new products to a bank’s core commercial lending system using an innovative feature of AFSVision®. We will demonstrate the ability to add new customizable data fields and capabilities to a commercial lending system, immediately and in real-time, with no programming needed. These new fields are automatically added to existing APIs so that they are available for integration with external applications.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts
Bus. Dev.: Gary Harrell, MD of North American Sales, [email protected], 484-753-1134 & Robert Kahn, MD of Global Banking, [email protected], 484-875-1545
Press: Rene Coady, Marketing Director, [email protected], 484-875-1120
How they describe themselves: Atomic’s payroll connectivity provides the infrastructure for consumers to permission access to financial data and automate setting up and updating direct deposit payments. Atomic is the market leading provider of payroll APIs, trusted by 11 of the largest fintech firms, including digital-first neobanks, alternative lenders, and digital brokerages. Atomic’s vision is to enable wealth creation for consumers by building more on-ramps to financial services.
How they describe their product/innovation: Streamlining connectivity to payroll with Atomic solves two problems for our customers and their end users. The first is accelerating payday for consumers through a streamlined portal to set up or change direct deposits. For neobanks and brick-and-mortar banks we work with, this improves direct deposit acquisition and creates a better user experience.
The second problem we solve is qualifying users for financial services – for instance, loans or credit – that are contingent on income and employment data (VOI & VOE).
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Jeff Hendren, CRO, [email protected]
Press: Lindsay Davis, Head of Markets, [email protected]
How they describe themselves: ASA was founded by industry veterans from banking, fintech, and cores with the purpose of removing all barriers to fintech adoption by making it cheaper, more secure, and easier to partner with fintech. Combining all of the benefits of open banking with a secure and compliant infrastructure, financial institutions and fintechs can partner and grow together.
How they describe their product/innovation: ASA partners with financial institutions and integrates directly with your core to gain reliable and secure access to financial data. Core data is normalized and anonymized so that fintechs never have access to the core or any sensitive data. This allows account holders to partner with an unlimited number of fintechs in a more secure and compliant way than ever before possible. Fintechs generate valuable personalized data, increased interchange, opportunities for lending, and new customers that are sent back to you. ASA is a win-win for all parties.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev. & Press: Landon Glenn, CEO, [email protected], 801-473-6844
How they describe themselves: We’re a fintech with a 5 year track record of providing cutting edge engagement banking solutions that measurably improve our users’ financial wellbeing by operationalising the latest insights from cognitive and behavioral science. Based on our success in the B2C domain, we are now expanding our business model into B2B2C, offering our app to banks who are interested to significantly increase their digital engagement, attract the next generation and take a future-proof stance on social responsibility and sustainability.
How they describe their product/innovation: In our demo you can see the savings functionality at the core of our financial wellbeing platform that also includes a debt management and a micro-investments product, as well as social/viral features that we’re happy to show you in a private demo.
Behind the simple interface, there are 8 years of close collaboration with the world’s most renowned scientists in the field of cognitive and behavioral science and hundreds of data-driven iterations to provide a highly effective and engaging product that emotionally connects with young audiences.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Lucia Hegenbartova, CCO of B2B, [email protected]
