Wallaby Financial helps consumers get the most out of their credit cards by optimizing usage based on individual preferences. Through our products, you can optimize your credit card usage for rewards, credit limit, statement due dates, linked bonuses, and other factors. Wallaby is available for your smartphone, your web browser, and your wearable devices.

Presentation

APIs for Cards and Wallets

Paying isn’t just about getting a transaction complete. Wallaby’s unique API platform allows developers to build a variety of applications to make their payments smart and build engaging content about credit cards for users. With our APIs, you can build and maintain a complete wallet for your users. This enables you to create an engaging experience, collect additional data, reduce bad charges, and provide incremental discounts and values to your users. Non-transactional capabilities allow companies to build complete experiences with rich data and imagery around cards. With thousands of credit cards in the US, Wallaby can help you organize and use them right.

What You’ll Learn

• Cards are complicated, but we’ve made it simple.
• There’s a best card to use in every transaction.
• You can save your users money without paying for the discount.

Presenters

Matthew Goldman, CEO & Founder
linkedin.com/in/matthewgoldman | @magoldman

Matthew is the Founder and CEO of Wallaby Financial. He raised more than $2M from venture capitalists, such as Founders Fund, prior to successfully selling Wallaby to Bankrate, Inc.

Todd Zino, CTO & Co-Founder
linkedin.com/pub/todd-zino/10/a76/a06 | @toddzino

Todd is the Co-Founder and CTO at Wallaby Financial. A big data and targeting expert, Todd has worked at Adobe, DemDex, and many startups across the US.

Worldpay US provides leading payments processing services across multiple verticals including grocery, petroleum, retail, restaurant, ecommerce and small business. Utilizing traditional point-of-sale technologies to mobile devices, customers can accept payments anytime, anywhere. From transaction capturing and processing to merchant acquiring, Worldpay provides insightful expertise, seamless delivery and valued relationships. We’re defining the way we work at Worldpay. Through innovation and investment, the Worldpay brand supports our desire to strengthen our focus on our customers and provide the most secure and reliable processing platform in the industry. Visit us at Worldpay.com.

Presentation

Add secure payments to any website, app or mobile device with the single Worldpay Securenet API

What You’ll Learn

• Enhanced payments data allows developers to create awesome user experiences
• Various layers of the payments ecosystem
• Electronic payments REST interface

Presenters

Chester Ritchie, SVP & Head of Strategy
linkedin.com/in/chesterritchie

Chester Ritchie created an award-winning Retail STAR point-of-sale software and the top-selling payment processing software called X-Charge. During his tenure with an ISO, he built the company into a powerhouse through sales initiatives that resulted in a share price appreciation of 1,850%.

Abe Gandara, Senior Sales Engineer
linkedin.com/in/abegandara | [email protected]

Abe Gandara has over 8 years of experience across several different verticals and industries. He is versatile as a product and solution expert. Abe is primarily focused on assisting partners and merchants with providing strategic solutions based on current needs, as well as offering a vision for their future.

Named one of the 10 coolest brands in banking, Xignite, Inc. provides cloud-based financial market data APIs to help emerging companies and established enterprises deliver real-time and reference market data to their digital assets, such as websites and apps. Xignite’s clients include more than 1,000 financial services, media and software companies from disruptive fintech firms, such as Betterment, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, StockTwits, Wealthfront and Yodlee, to leading financial institutions, exchanges and market data vendors including, Nasdaq, SIX Financial Information and BMO.

Presentation

Hoverboards, Driverless Cars and Streaming Financial Data – The Future is Here!

Attend this session to learn about the newest financial market data API technologies on the horizon. Attendees might even get a sneak peek at some unannounced Xignite products. Key Xignite engineering team members will be joined on stage by several Xignite clients for a lively discussion of the future of API delivery.

What You’ll Learn

• Future API delivery technologies
• Real world application discussion with robo-advisor and stock trading app vendors
• Sneak peak at unannounced technology

Presenters

Anand Viswanathan, Developer
linkedin.com/in/viswanathananand | @anand_xignite | [email protected] | 650-458-4867

Anand spearheads developer efforts at Xignite and is the creator of Xignite Labs. Prior to Xignite he held developer positions at Viagogo, Media Interface and Network Design Lab, The Ladders and Michigan State University, where he also taught advanced programming. He is fluent in Hindi and Tamil.

Al Chang, CTO
linkedin.com/in/thealchang | @xignite_al | [email protected] | 650-288-1185

Al Chang is a fintech industry technology expert. He has led engineering and professional services organizations in high-growth software companies, including Google, Oracle, Advent Software and TenFold Corp. Al holds an MS and BS in Mechanical Engineering and a BS in Biology from MIT.

Yodlee Interactive is focused on making the Yodlee platform available everywhere value can be created by entrepreneurs, partners, and developers to build digital financial apps and services. As the architects of a new digital ecosystem, Yodlee Interactive optimizes the wisdom of the financial technology crowd to create, catalyze, and distribute innovations faster through an open and secure data API. Used by hundreds of companies, both small and large, Yodlee Interactive is the horsepower behind today’s coolest and most personalized digital experiences. Yodlee is headquartered in Redwood City, California. For more information, visit yodleeinteractive.com.

Presentation

Drive Financial Innovation Faster With Yodlee Financial Data Platform and Rapid Development Kit

Yodlee Rapid Development Kit (RDK) is the easiest and fastest way to build financial innovation with Yodlee and third-party developed micro components and services. Connect and engage your customers on any digital channel with Yodlee’s most powerful financial data and Yodlee RDK. Yodlee RDK helps FinTech developers with faster development lifecycle by taking advantage of reusable micro components that can be easily integrated into their app on any digital channel. Using standard web technologies like HTML, JavaScript, CSS and web components, it can seamlessly integrate into any technology stack.

What You’ll Learn

• How to innovate faster with visual drag and drop toolkit
• Increase developer productivity by writing less code and focusing on your core competency

Presenters

Elizabeth Gunderson, Senior Manager, Customer Success, Yodlee Interactive
linkedin.com/profile/view?id=56788722 | @elizabethgundy | [email protected] | 650-980-3742

Elizabeth, an accomplished senior manager on the Yodlee Interactive Customer Success team, has been with Yodlee for 5 years. She has an extensive background in tech, sales and customer relationships and has helped YI grow its API offering to its rapidly growing customer base. Elizabeth is responsible for a number of YI tier 1 customers, managing the relationships from a business level and helping to grow customer solutions from start to success.

Deven Maru, Director, Senior Product Manager – Mobile Platform, Yodlee Interactive
linkedin.com/profile/view?id=20977215 | @devenma | [email protected] | 650-980-3628

Deven Maru is the Senior Product Manager of Mobile Platform at Yodlee. He is responsible for Yodlee FastLink, mobile platform as part of the Yodlee platform team. With more than 15 years experience in enterprise software, consumer Internet, financial services and technology, Deven drives vision and delivery of Yodlee FastLink, mobile platform and new innovation initiatives to make it easier than ever to manage finances and interact with Yodlee platform.

How they describe themselves: Yodlee’s cloud-based platform powers dynamic innovation & solutions for digital financial services. Leveraging comprehensive & unique transactional data, Yodlee’s advanced data network transforms customer interactions by enabling solutions – such as digital financial management, money movement, wealth & risk management, mobile, APIs & more.

How they describe their product/innovation: At Yodlee, we believe there is massive potential to change & shape financial habits and behaviors leveraging data, analytics, & progressive engagement to encourage good behaviors – making it easier to say yes (to saving) than no. Our newest innovation embraces behavioral psychology & data clustering to automate chores, make personalized recommendations & provide actionable advice. Research demonstrates that feelings matter when it comes to selling financial products, so helping people feel good about their finances & meet their personal goals means expansive value to financial providers. Yodlee’s latest innovation capitalizes on key data-driven insights to fundamentally change the digital banking experience.

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

Contacts:

Bus. Dev.: Karim Bhalwani, Strategy & Bus. Dev. Manager, [email protected], 650-980-3647
Press: Jenna Cheng, Marketing, [email protected], 650-980-3691
Sales: Julie Solomon, VP Sales, [email protected], 650-980-3712

How they describe themselves: At Whodini, we help local businesses know their customers better. And that’s an understatement. Owners, managers and employees can instantly know their customers’ names, faces, preferences, likes and dislikes the moment they walk in their door. Knowing customers better, builds true customer loyalty. Whodini also helps merchants reach those loyal customers with targeted offers to bring them back and engages those customers using social media marketing. Whodini makes the entire process simple; all at an incredibly low-cost.

How they describe their product/innovation: It’s all about the “Who” in Whodini! Merchants open the Whodini box, peel-and-stick the Whodini beacon on a wall, set up their online and mobile accounts in five minutes, and they are live and operating. Whodini demoed the magical “Know Your Customer” service. Consumers download the Whodini app and create their customer profile, in return for a modest in-store reward. Afterwards, each time that customer walks through the door, merchants and employees instantly see the customer’s unique profile. We do this all with BLE beacons, our merchant app, our consumer app, and our SaaS service.

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

Contacts:

Bus. Dev.: David Schachne, EVP Bus. Dev., [email protected]
Press: Brian Lawe, CEO, [email protected]