How they describe themselves: ETFLogic is an ETF Quant Research Platform that brings a new level of transparency to the ETF market. We are founded by former traders, market-makers and data analysts. We are a “quant-in-a-box” that provides instantly available analytics and tools powered by a vast set of databases that organize a daily deluge of data from global markets. Our clients are institutional ETF ecosystem members who need to grow ETF assets and understand the risks and costs around factors, themes, fixed income and ETF trading.
How they describe their product/innovation: ETFLogic provides a suite of tools that are accessible either via our web frontend or via an API for customization directly into in-house applications or website. These tools provide deeper transparency into the basket of any ETF. Our transition analysis tool shows you the trading costs, performance, factor exposures and risk exposures undertaken when transitioning portfolios. Our suite of portfolio tools are designed with the latest machine learning techniques to optimize and calibrate your portfolio to leverage the power of ETFs.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev.: Lindsey Tewell, Head of Sales, [email protected], 859-533-1873
Press: Emil Tarazi, Chief Data Scientist & Co-Founder, [email protected], 412-608-2580
How they describe themselves: The Horizn Knowledge Platform helps financial institutions equip employees and customers with the knowledge they need to increase digital adoption and improve the customer experience.
Exciting news from Horizn! The Royal Bank of Canada (RBC) has won the Celent Model Bank 2018 award for Employee Productivity utilizing the Horizn Knowledge Platform. Horizn operates globally and is live with 400,000 employees and accessible by 60+ million bank customers. Using the Horizn Platform, banks globally increased mobile adoption by 25% and brought call centre times down by 45 seconds. Banks using our in-branch demo module with non-digital customers converted 20% to mobile banking.
How they describe their product/innovation: The Horizn agile go-to-market platform provides a revolutionary approach to micro-learning with elements of gamification and proven measurable results. The Horizn platform is being used with bank employees in branch, with the call center and directly with banks’ customers through three scalable platforms: Horizn Employee Knowledge Platform, Horizn In-Branch, and Horizn Knowledge Platform. Together, these platforms provide financial institutions with the infrastructure to support rapid digital deployments. Each time a bank launches a digital capability to customers, it’s essential employees understand how the capability works.
Download the RBC Celent Case Study: www.horizn.com/celent.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Steve Frook, VP Sales, [email protected]
Press: Alison Grenkie, Marketing Director, [email protected]
How they describe themselves: Fortr3ss is an intelligent voice biometrics solutions provider for fintech, healthcare, enterprise, and blockchain. Our products include a Software Development Kit, Fortr3ssSDK, an AD/LDAP mFA and Password Reset Solution, Fortr3ssAD, a consumer and enterprise password manager, Fortr3ssPM, and an Oracle service for blockchain, Fortr3ssBMK.
How they describe their product/innovation: We are demoing our new Fortr3ssID VB engine that will be stored completely on the device called Sovereign Identity.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev. & Press: Alessandro Chiarini, CEO, President & Founder, 305-491-3777
How they describe themselves: Golden is meeting our next great generational challenge – 75M Boomers taking financial care of their 50M senior parents. First company to win AARP’s Financial Innovation Award and Blue Cross Blue Shield’s Aging Innovation Challenge. Envestnet | Yodlee 2018 Incubator company.
Work with Golden to retain your firm’s AUM during $40T in generational wealth transfer. Golden’s financial caregiving app and family collaboration platform socializes wealth management across generations – to secure the financial health of our 50M seniors. Join Golden’s Market Partners Program offering pre-qualified customers to your branded services: legal, financial, mortgage, RIA, tax, estate, and wealth management.
How they describe their product/innovation: Golden’s Financial Caregiving Assistant App & Family Collaboration Platform socializes wealth and daily money management across generations. Golden targets 75M boomers taking care of their 50M senior parents’ financial security. Golden is the next Boomer fintech App. Golden’s senior AI offers key benefits: Securely organizes all Mom’s accounts online in minutes; pay Mom’s bills on time, from anywhere; expense review and reduction; save money; elder fraud alerts and family document vault; find government benefits and drug discounts; pay for Mom’s care – planning help for major six-figure care expenses; wraparound services with market partners.
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev. & Press: Evin Ollinger, CEO & Founder, [email protected], 415-689-1089
How they describe themselves: Compared with in-branch success rates driven by human-to-human interactions, client loyalty and share-of-wallet through digital channels have not kept pace. Why? Because it requires more than trying to predict the next best product or action.
Located in Montreal, a world-leader in artificial intelligence & machine learning, the exagens team of over 30 industry veterans, economists, psychologists and technologists has cracked the code to dramatically increasing engagement and conversions through digital channels. The exagens Personal Banker is the industry’s only successful digital banking assistant focused on increasing conversions and cross-selling for the mutual benefit of banks and their clients.
How they describe their product/innovation: Capable of providing support, offering tips and completing transactions, the primary mission is as a digital banker which empathetically and automatically engages retail and business clients over time and circumstance, to purchase additional products & services to meet their needs. The exagens white-labeled Personal Banker can be integrated seamlessly and contextually into a bank or credit unions existing digital channels in weeks, with measurable financial results starting on day one. At Finovate, exagens will unveil the latest version of its Personal Banker including a new dynamic optimization engine featuring auto-improving results and real-time actionable client insights for channel optimization.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Elisabeth Laett, VP Sales & Business Development, [email protected]
Press: Michael Stojda, CEO & President, [email protected]
How they describe themselves: Our world is built on data. At Experian, we work to turn data into meaningful outcomes for businesses and consumers. We gather, analyze, combine and process it to help people and organizations achieve their goals – whether that means planning for a secure future or getting to know your customers better. Experian’s ambition is to unlock the power of data to realize opportunities for people and organizations. To do this, we are focused on driving a culture of innovation. We have also invested heavily in social innovation projects designed to improve financial inclusion opportunities for the most vulnerable and disadvantaged in society.
How they describe their product/innovation: Experian has developed a cloud-based platform that enables organizations, including financial institutions, to combine the power of data and analytics to make precise customer lending decisions. This platform allows organizations to take advantage of Experian’s expertise and capabilities with a range of simple, affordable, and configurable solutions. It takes the complexity out of decision making, enabling businesses to drive meaningful outcomes for consumers.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Jon Jones, SVP Sales & Decision Analytics, [email protected], 714-274-5403
Press: Kristie Galvani, Rubenstein Public Relations, [email protected], 212-805-3005
How they describe themselves: We allow your clients to pay vendors, control receivables, manage liquidity from a bank branded experience right within Netsuite, Microsoft Dynamics NAV, Quickbooks or SAP. FISPAN is a SOC compliant, cloud-native API orchestration platform that turns APIs into tangible and impactful business banking experiences.
How they describe their product/innovation: The convergence of the banking and accounting experiences is inevitable. Many payments and cash management activities will gradually migrate to accounting applications, reducing paperwork and streamlining business processes for clients. FISPAN will demo our bank branded ERP connectors/adapter platform, which we believe are the backbone of the banking channel of the future.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev. & Press: Clayton Weir, Chief Strategy Officer & Co-Founder, [email protected], 604-424-9421
How they describe themselves: The Horizn Knowledge Platform helps financial institutions equip employees and customers with the knowledge they need to increase digital adoption and improve the customer experience. Exciting news from Horizn! The Royal Bank of Canada (RBC) has won the Celent Model Bank 2018 award for Employee Productivity utilizing the Horizn Knowledge Platform. Horizn operates globally and is live with 400K employees and accessible by 60+ million bank customers. Using the Horizn Platform, banks globally increased mobile adoption by 25% and brought call centre times down 45 seconds. Banks using our in-branch demo module with non-digital customers, converted 20% to mobile banking.
How they describe their product/innovation: The Horizn agile go-to-market platform provides a revolutionary approach to micro-learning with elements of gamification and proven measurable results. The Horizn platform is being used with bank employees, in branch, with the call center and directly with bank’s customers through three scalable platforms: Horizn Employee Knowledge Platform, Horizn In-Branch, and Horizn Knowledge Platform. Together, these platforms provide financial institutions with the infrastructure to support rapid digital deployments. Each time a bank launches a digital capability to customers, it’s essential employees understand how the capability works.
Download the RBC Celent Case Study: www.horizn.com/celent
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Steve Frook, VP Sales, [email protected], Janice Diner, CEO, [email protected]
Sales: Steve Frook, VP Sales, [email protected]
How they describe themselves: Eltropy provides a secure and compliant way for financial services firms to engage their clients across messaging apps such as iMessage, Facebook Messenger, WhatsApp, WeChat, Line, etc. Financial services firms using Eltropy’s technology see a >800% increase in client engagement and a 300% increase in Sales conversions.
How they describe their product/innovation: An Artificial Intelligence (AI)-based customer engagement and sales solution that works over messaging channels such as iMessage, Facebook Messenger, WhatsApp, WeChat etc.
Our proprietary AI algorithm analyzes 24 data points from messaging conversations to predict buying behavior analytics while giving client a top-notch experience.
Client facing teams leverage Eltropy’s predictions to follow up with the right clients at the right time with the right products, to close deals rapidly, and drive revenue growth.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev.: Ashish Garg, CEO, [email protected]
Press: Sukriti Sapra, Head of Marketing, [email protected]
Sales: Troy Pittock, VP Financial Services, [email protected]
How they describe themselves: Ephesoft delivers a cloud-based, smart document capture and analytics platform that turns the world’s unstructured content into actionable information using supervised machine learning and impoving business processes. The solution automatically identifies documents and extracts the valuable information, accelerating purchases, invoices, mortgage approvals, background checks, insurance claims and other important transactions.
How they describe their product/innovation: See how BI can be unlocked for mortgage document processing through data mining and analytics. Using patented supervised machine learning, the platform can find patterns, anomalies, trends and insightful information to help organizations minimize risks and optimize opportunities tapping from multiple sources. The solution expedites loan processing, reduces manual data entry, ensures accuracy and optimizes intelligence to make critical and impactful decisions.
Product distribution strategy: Direct to Business (B2B)and through partners
Contacts
Bus. Dev.: Stephen Boals, VP Bus. Dev., [email protected], 949-335-5335
Press: Leah McEachern, MarCom Manager, [email protected], 949-767-8179
Sales: Russ Hubbard, CRO, [email protected], 949-335-5335
How they describe themselves: Compared with in-branch success rates driven by human-to-human interactions, client loyalty and share-of-wallet through digital channels have not kept pace. Why? Because it requires more than trying to predict the next best product or action. Located in Montreal, a world-leader in Artificial Intelligence & machine learning, the exagens team of over 30 industry veterans, economists, psychologists and technologists has cracked the code to dramatically increasing engagement and conversions through digital channels. The exagens Personal Banker is the industry’s only successful digital banking assistant focused on increasing conversions and cross-selling for the mutual benefit of banks and their clients.
How they describe their product/innovation: Capable of providing support, offering tips and completing transactions, the primary mission is as a digital banker which empathetically and automatically engages retail and business clients over time and circumstance, to purchase additional products & services to meet their needs. The exagens white-labeled Personal Banker can be integrated seamlessly and contextually into a bank or credit unions existing digital channels in weeks, with measurable financial results starting on day one. At Finovate, exagens will unveil the latest version of its Personal Banker including a new dynamic optimization engine featuring auto-improving results and real-time actionable client insights for channel optimization.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev. & Sales: Elisabeth Laett, VP Sales & Business Development, [email protected]
Press: Michael Stojda, CEO & President, [email protected]
How they describe themselves: Our product adds the most value to personal individual investors. We are looking to form strategic partnerships with on-line investing companies who want to distinguish themselves by offering fee minimization strategies to new customers.
How they describe their product/innovation: FeeNimble minimizes fees by timing transaction schedules. More specifically, it pulls fees from the SEC’s EDGAR database and finds the optimum investment schedule for each customer’s unique situation so as to minimize fees for products they’re interested in.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev., Press & Sales: Ian McDaniel, [email protected], 208-781 2618
