How they describe themselves: Everplans is a platform that helps people organize, securely store, share and keep up-to-date all of the critical information they need at their fingertips, and that their family may need in the event that something happens to them.
How they describe their product/innovation: The Everplans Professional platform makes you indispensable to your clients and helps you to facilitate more meaningful interactions, establish new connections, strengthen existing relationships, and open the door for multi-generational conversations.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Harris Scher, VP Strategic Partnerships, [email protected], 646-503-5128
Press: Jennifer Newman, Media and Communications, [email protected], 917-587-9462
How they describe themselves: EVERFI is the leading education technology innovator that provides learners of all ages education for the real world through innovative and scalable digital learning platforms. EVERFI powers community-focused financial education for over 850 financial institutions across the country. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) subscription model and has certified over 25 million learners in critical skill areas. The EVERFI Education Network powers more than 3,500 partners in their education initiatives across all 50 states, Canada and Puerto Rico. To learn more about EVERFI visit everfi.com.
How they describe their product/innovation: EVERFI Achieve is a revolutionary financial wellness solution that allows financial institutions to deliver personalized financial education to their consumers, employees, small businesses, and commercial clients. Built on a cutting-edge, mobile-first platform, Achieve allows users to quickly access the insights that are most relevant to them and provides financial institutions with the data and insights to demonstrate measurable impact. EVERFI Achieve is powered by a best-in-class content subscription that covers topics most relevant to today’s consumer, from paying for college to considering homeownership to preparing for retirement.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Sean Tynan, VP Financial Education, [email protected]
Press: Sonya Udler, Chief Communications Officer, [email protected]
How they describe themselves: Actionable analytics is the backbone of NYSE-listed Enova International, a global online lending company. In the past 14 years, the analytics team has applied predictive and prescriptive analytics to fraud detection, credit risk management, and customer retention and built the Colossus™ Digital Decisioning Platform to automate and optimize many of Enova’s operational decisions. As a result, Enova has extended over $20 billion in credit to over 5 million customers worldwide. Enova Decisions was launched in 2016 to help businesses in financial services, insurance, healthcare, telecommunications, and higher education achieve similar outcomes by leveraging the same analytics expertise and decisioning technology.
How they describe their product/innovation: Enova Decisions Cloud is a complete decision management suite where clients can integrate 1st and 3rd party data, deploy machine learning models, manage business rules, monitor performance, and continuously optimize performance. The focus of our demo will be EDC Orchestrate, the module which empowers business analysts and data scientists to construct logical decision flows, run decision experiments, and go to production without software engineering.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Mike Bressanelli, Head of Sales, [email protected]
Press: Kaitlin Lowey, PR Senior Associate, [email protected]
How they describe themselves: Enigma, a New York-based data linking company, connects internal data to the real world to create new intelligence about people, places and companies. Through linking and enriching clients’ internal data assets, Enigma surfaces insights that reduce risk and unlock new opportunities across a range of industries, from combating money laundering to informing insurance distribution strategies. Leading organizations, including PayPal, American Express, BB&T, Celgene and Merck choose Enigma to improve critical workflows and processes to drive overall performance.
How they describe their product/innovation: The lack of comprehensive and reliable data about small and medium-sized businesses prevents financial services organizations from unlocking the SMB market. Enigma provides rich, trusted data about SMBs by linking countless external and third party data sources through machine learning-powered entity resolution. With just a business name and address, Enigma surfaces key attributes about a company that enable you to better differentiate opportunities from risks. Leverage Enigma’s accurate firmographic data to improve marketing segmentation, accelerate verification and develop products that enable you capture the small commercial market.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Courtney Johnson, Head of Commercial, [email protected]
Press: Adam Gibbs, PR, [email protected], 828-399-1535
How they describe themselves: Glia creates digital-first moments that simplify and transform communications between businesses and their customers. Fortune 500 companies that have high-consideration sales and support experiences need to deliver choice, continuity, and speed to their customers. We know that digital-transformation is not easy for large organizations. That is why our digital communications platform is modular in its design and built to deliver value at each step of the journey. We do not believe in ripping out legacy systems – we believe in agile solutions that can truly transform the customer experience. Glia transcends the channel discussion to focus on what matters – customers.
How they describe their product/innovation: OmniGuide provides the framework to deploy one or multiple conversational AI engines across an enterprise. With conversational AI, agents & customer support reps can reach customers in real-time using bot-powered logic in the form of suggested responses. By employing an easy to use interface, there can always be a human fallback when a bot “fails”. Bot powered assistance for human agents includes integrated surveys, built-in data and regulatory compliance features, statistics and reporting. With OmniGuide, sales and support teams have the insight and capabilities to meaningfully evaluate customer interactions. Once activated, OmniGuide will drive efficiency and customer satisfaction across your chosen customer engagement channels.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Jordan Christopher, SVP Sales, [email protected]
Press: Julie Aronson, Marketing Manager, [email protected]
How they describe themselves: Flybits empowers enterprises to connect with customers more meaningfully through micro-personalized experiences, powered by contextual intelligence. Flybits aggregates disparate sources of relevant public and proprietary data without technical hassle, enabling Fortune 500 organizations to build sophisticated and evolving customer engagement programs with ease. Leveraging unique and patent-protected AI and machine learning capabilities, experiences created through Flybits become increasingly effective in delivering success. From driving product awareness to offering virtual concierge-style services, enterprises across the globe are using Flybits to add value to the lives of their customers and preparing themselves for the new data economy.
How they describe their product/innovation: The Flybits Concierge is an easier and faster way for financial institutions to personalize their mobile app(s) for their customers without the technical complexity of editing and deploying new code. Organizations can define a use case, design it in Flybits and deliver it to their customers within minutes.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev.: Stephanie Papagni, Director of Bus. Dev., [email protected]
Press: Rui Nunes, [email protected]
How they describe themselves: five°degrees is a digital core banking technology provider with offices in The Netherlands, Iceland, Portugal and Serbia and founded in 2010.
We combine state-of-the-art technology and sound banking knowledge to create a future-proof digital core banking platform for tomorrow’s bank.
Matrix, our next generation digital core banking platform, empowers financial institutions to enter the era of modern digital banking. Matrix connects channels, customers, products, services and the fintech ecosystem. Matrix is designed to provide a fully automated banking services platform.
Our client base encompass retail banks, asset managers, online savings banks and greenfield operations in the financial services industry.
How they describe their product/innovation: We would like to demonstrate for the very first time to the public how we can spin-up and configure on the spot a complete end-to-end retail bank in the cloud. We have a so called “next-next-finish” process and UI that enables even non-IT professionals to spin up a new banks by just selecting the type of application, the required modules, components and activities and 45 minutes later, the bank-a-service is available. This new product enables banks to speed up innovation and digitization tremendously. We will also show how this process can be accelerated even more with our new App Store – in which our entire ecosystem of SI- & tech partners and clients comes together to provide additional value adding services.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Santosh Radhakrishnan, Director of Sales, [email protected]
Press: Martine Korstanje, Director of Marketing, [email protected]
How they describe themselves: The founders of FinCom.Co have together more than 80 years of experience in the IT sector with more than 20 patents in the EU, Israel and the USA. The current business fits their expertise, knowledge and vast past experience. In their previous venture, the founders of FinCom.Co developed a mobile migration platform enabling unified communication that has been deployed worldwide and helps companies and mobile consumers manage their databases. Because of the experience and the challenges in the current project, they have started working with phonology and have developed unique technology called “Phonetic Fingerprint”, which was added to their new venture FinCom.Co.
How they describe their product/innovation: FinCom.Co’s solution is based on AI, fuzzy logic, machine learning, and advanced phonetics. This unique technology called ‘Phonetic Fingerprint’ matches names between different databases by changing words into a universal language of mathematical code. In result, it is easy to compare data in various languages even when it includes misspelling or transliteration mistakes. Our solution eliminates false negatives and decreases the number of false positives by 90% in less than a second. 36 algorithms working in parallel can process data in more than 25 languages for real-time cross-referencing and processing names and all other attributes (date and place of birth) ensuring the greatest level of accuracy in delivering results.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts
Bus. Dev. & Press: Sheila Makleff, VP Sales & Marketing, [email protected]
How they describe themselves: Fincite GmbH is the leading and fastest growing financial technology software provider helping banks to provide best in class investment advice and management service to their clients. Our software empowers digital-ready client investment services for retail, wealth and (semi) institutional customers.
We built the world’s first investment software that aggregates, analyses, and manages all financial assets of a customer. Fincite CIOS is a modular software that connects the customer’s financials via an intelligent advice engine with a Portfolio Management Software. Based on our software, Banks, Asset Managers, Insurers and Advisors co-create innovative digital services for their customers.
How they describe their product/innovation: Fincite Automated Advice Engine (based on Fincite CIOS) guides Private Banking advisors and clients through a digital advisory process. Clients or Advisors can ask for an investment recommendation by checking how their portfolios meet the ABN AMRO investment strategies or ask for an investment proposal based on the analysis of their portfolio. All relevant rationales will automatically be included in the recommendation and the proposed Portfolio will apply the ABN AMRO investment strategies and fulfil MiFID II requirements. By implementing our solution within ABN AMRO Private Banking the Rebalancing calculation time for Portfolios was lowered by 99%.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev. & Press: Ralf Heim, Co-CEO, Fincite, [email protected], +4917664197695
How they describe themselves: FIPAN is a cloud-based API services management platform that allows banks to use APIs to connect to customers and FinTechs. FISPAN allows banks to “speak” API simply and quickly without the pain and cost of modernizing existing legacy systems. For many banks, FISPAN is a bridge solution to get significant API capability to avoid the high cost of modernizing internal systems in a short period of time.
Hosted on AWS, FISPAN’s service provides a secure, scalable solution for FIs that comes complete with our sophisticated ongoing monitoring and troubleshooting capabilities. All service requests coming through FISPAN can be monitored and controlled in a fully auditable, SOC 2 Type 1 compliant environment.
How they describe their product/innovation: FISPAN automates the connections between a bank and their clients primary ERP/Accounting system. This makes automation the two way flow of data for Payables, Receivables, Reporting and Lending products that would involve clunky manual and file based processes.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Clayton Weir, Head of Strategy & Product, [email protected]
How they describe themselves: FCase is a data aggregation hub which takes fraud management systems from basic standalone detection to a more enterprise-focused approach, standardizing fraud case interaction, fraud management processes, governance models and performance indicators.
Our highly skilled team has extensive expertise in fraud detection and prevention technologies which help banks, building societies and credit companies transform their fraud management capabilities.
Our mission: Become the defacto standard of all fraud operations.
How they describe their product/innovation: Whereas traditional fraud operations require fraud screening teams to continuously interact with the multitude of fraud detection software and manually gather and aggregate historical data from several different resources, FCase consolidates your fraud data, simplifies fraud operations management and significantly improves efficiency. FCase is an integrated fraud management suite that provides enhanced monitoring. The platform automatically collects information from multiple fraud detection programs and provides a cross-channel repository for all your fraud case-related data.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts
Bus. Dev.: Barry Bowen, Sales Director, [email protected], +44 75 0095 6192
Press: Emre Sayin, CEO, Founder & Investor, [email protected], +44 75 5740 5936
How they describe themselves: Exela is a location-agnostic global BPA leader combining industry-specific and multi-industry enterprise software and solutions with decades of experience. Our BPA suite of solutions are deployed in banking, healthcare, insurance and other industries to support mission critical environments. Exela is a leader in work flow automation, attended and un-attended cognitive automation, digital mail rooms, print communications, and payment processing with deployments across the globe. Exela partners with customers to improve user experience and quality through operational efficiency. Exela serves over 3,700 customers across more than 50 countries, through a secure, cloud-enabled global delivery model. We employ over 22,000 employees.
How they describe their product/innovation: As required by UK’s New Payments Architecture, Confirmation of Payee ensures a payor validates the person or business being paid, ensuring protection against certain types of fraud, and alleviating accidental payment mistakes. Exela Technologies will demo its ability to take a Confirmation of Payee confirmation decision not only on name equality but like a human. The AI algorithm will allow a near miss and differentiate relevant, equivalent and non-relevant name parts in many configurable categories. Each approximation is controlled, and the decision is clearly explainable. We keep the fine line between security and customer annoyance.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Huib Gerrits, [email protected]
