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]

How they describe themselves: At WealthForge, we’ve moved the manual, back-office tasks associated with raising private capital to the online world. Each year, nearly a trillion dollars in private capital is raised for everything from real estate, corporate debt, energy, start-ups and more. It’s a large market, but the process is complicated. Our turnkey solution enables private investment transactions to be processed online, providing full visibility among stakeholders, all with the safety and security of a trusted partner who is a member of FINRA and SIPC. This allows those raising private capital to focus on building investor relationships and driving their business forward. That’s raising capital, simplified.

How they describe their product/innovation: With our Invest Button, issuers and intermediaries now have a technology-enabled, turnkey solution to outsource the back office tasks to complete a private securities transaction. This full-featured platform provides everything needed from beginning to end to process the transaction – including compliance, escrow management, reporting and more.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Todd Schweber, Bus. Dev. Manager, [email protected]
Press: Heather Perry, Creative Director, [email protected]
Sales: Arthur Weissman, Head of Sales & Marketing, [email protected]

How they describe themselves: Vouch is the first social network for credit, helping borrowers proactively build their creditworthiness to get better rates on loans, higher limits, or both. Founded by PayPal alumni and former banking executives, Vouch provides a network for everyone, regardless of their credit history, to build credit for the future. In contrast to other consumer lenders that focus on an individual’s credit score in isolation, Vouch analyzes the network of people who know you best to make more informed decisions about your creditworthiness.

How they describe their product/innovation: Friends and family members trust you with money, so Vouch does too. Get started by visiting the Vouch website, or downloading the mobile app for iOS or Android. Borrowers apply for loans and ask friends, family, and other personal connections to “vouch” for them by answering a short survey. Vouchers are encouraged to back a portion of the loan to help further reduce the price to borrowers. “Vouches” are used alongside standard financial data to gain a more complete picture of creditworthiness, bringing down the price of loans for borrowers. The more vouches a borrower receives, the lower their rate.

Product distribution strategy: Direct to Consumer (B2C)

Contacts:

Bus. Dev. & Sales: Bill Onderdonk, VP Product & Marketing, [email protected]
Press: Matt Hardeman, [email protected], 650-438-5462

How they describe themselves: Vanguard is one of the world’s largest investment companies, offering a large selection of low-cost mutual funds, ETFs, advice, and related services. Our mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How they describe their product/innovation: The Diversification Visualizer quantifies and visualizes mutual fund diversification in 3D to help investors build well-diversified investment portfolios.

How they describe themselves: Yoyo is a mobile platform that seamlessly blends payments, loyalty, and discovery – done right. Our mission is to build an intuitive platform that creates better relationships between retailers and consumers. We are winning the UK University space. Yoyo is currently live at 10 major UK Universities and has a presence at corporate head offices and the high street. Yoyo recently signed an agreement with Tony Fernandes’s Tune Group in Asia – the first step of our international expansion.

How they describe their product/innovation: Yoyo integrates into the retailer’s till system and uses a unique QR code for each transaction, which is scanned at the point of sale. For consumers, it’s a quick and easy way to pay and get rewarded. For retailers, Yoyo provides a set of tools, which enable them to better target their customers with relevant rewards, offers, and incentives.

We recently launched V3 of the Yoyo app and we are constantly introducing new product features, with social gifting, digitalised receipts, and card to mobile being the most recent additions.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)

Contacts:

Press: Valma Tikkakoski, Marketing & Communications Manager, [email protected], 07475277778
Sales: Rodney Bain, Bus. Dev. Manager, [email protected]
Les Jeal, Bus. Dev. Manager, [email protected]

How they describe themselves: WSI creates market-leading software products for the back and middle office functions of investment banks, securities services, insurance companies and other financial institutions.

WSI’s products improve the processing and management of trading data, giving operations teams improved control over transactional data management, increasing STP levels, and enabling our clients to be more responsive to changing regulatory and business needs.

Our client list includes many Tier 1 institutions including HSBC, Deutsche Bank, JP Morgan and BNY Mellon.

How they describe their product/innovation: Xceptor v4.0 is the next generation of our platform product and is a significant step forward in terms of usability and functionality.

Responding to client requests, we have improved many core pieces of the product, such as data input methods, administration pages and analytics/reporting. These changes increase the efficiency of setting up and maintaining new processes, adding further flexibility to the use of Xceptor within back and middle office operations.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Press: Kevin Josling, Head of Strategy & Marketing, [email protected], +44 2034273110
Sales: [email protected], +44 2034273108

How they describe themselves: The pioneer for REST-based, cloud market data APIs, Xignite is the data provider of choice for leading fintech innovators including Wealthfront, StockTwits, Robinhood, Motif Investing, and Yodlee. Xignite’s APIs cover every asset class, market, and data type available and are the ideal solution for integrating data into fintech mobile apps, websites, and retail or institutional platforms.

How they describe their product/innovation: Xignite FactSet Fundamentals is the first REST-based API to provide accurate and trusted historical financials, fundamentals, earnings and more across more than 170 global exchanges. Users can retrieve financial statement data for quarterly, semi-annual, annual, and restated filings for companies across North America, LATAM, EMEA, and APAC. In addition, users can retrieve daily-calculated fundamentals, based on FactSet financial statement data, from P/E ratios and market caps, to 60-month betas and 200-day moving averages and more.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), partnerships with fintech and financial services companies

Contacts:

Bus. Dev. & Press: Kerry Langstaff, VP Marketing, [email protected]
Sales: [email protected]

How they describe themselves: Xsolla is the company behind one of the most advanced billing platforms for online gaming. Game developers are a technologically advanced and very demanding customer. High expectations of gaming companies encouraged Xsolla to create the most advanced payment system on the e-commerce market.

Xsolla has extensive relationships with payment providers like PayPal and Amazon, and services AAA game companies like Valve, Nexon, Crytek, Changyou etc.

How they describe their product/innovation: Xsolla is demoing its white-label customizable billing platform for banks.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev., Press & Sales: Aiman Seksembaeva, Bus. Dev., [email protected]

How they describe themselves: VATBox provides the first, truly automated VAT recovery solution that maximizes foreign and domestic VAT recovery while enabling transparency across all business entities. Most financial processes are already automated; the VAT reclaim process should be as well.

Moving from a manual process to automated technology means that companies no longer have to squander considerable time and resources, can avoid human error, and reduce risk significantly.

Our customers, who represent brand leaders in the areas of technology, pharma, IT, consumer goods, and manufacturing, trust VATBox to bring them maximum VAT returns with complete visibility, compliance, and control of VAT spend.

How they describe their product/innovation: VATBox is demoing a first-of-its-kind, cloud-based, truly automated solution. The automated VAT recovery solution and dashboard enable customers to build one global process that tracks and manages VAT spend with ease.

Automation guarantees reduced risk, simplicity, and ease of use by eliminating human error and reducing the inefficiencies of manual processes. But, automation and transparency isn’t only about the money, it’s about data integrity. Qualified and validated data delivers visibility, control, and compliance.

VATBox empowers companies like Teva, PPG, and Broadcom by maximizing returns while enabling transparency. Deployment is simple; all it takes is a few simple steps.

Product distribution strategy: Direct to Business (B2B), and through other Fintech companies and platforms

Contacts:

Bus. Dev.: Isaac Saft, Co-Founder & CEO, [email protected], (o) +972-77-6266028,
(m) +972-54-3036370, (UK) +44 (0)20 3608 2891
Press & Sales: Meira Primes, CMO, [email protected], +972 58 459 6769, +1 (617) 459-6769

How they describe themselves: Vipera Plc (AIM:VIP) is a cutting edge Mobile Financial Services and Digital Customer Engagement Solutions provider, serving financial institutions worldwide with differentiated mobile banking, card management, and customer engagement capabilities based around its proprietary multi-purpose platform, Motif. Headquartered in London and Milan, Vipera supports millions of end user financial applications for its top tier bank customers worldwide.

How they describe their product/innovation: Vipera Card Control is a cutting edge mobile banking app allowing a bank’s customers to control cash and card expenses with real time alerts on transactions, card locking for fraud management, auto-learning expenses categorisation logic, budget settings and alerts, as well as a loyalty engagement functionality.

Product distribution strategy: B2B2C, through financial institutions, through other fintech companies and platforms, licensed

Contacts:

Bus. Dev., Press & Sales: Richard Garnier, CMO

How they describe themselves: Wipro is a global information technology, consulting, and outsourcing company with 154,297 employees serving clients in 175+ cities across 6 continents. The company posted revenues of $7.3B for the financial year ending March 31, 2014.

Wipro helps customers do business better by leveraging our industry wide experience, deep technology expertise, comprehensive portfolio of services, and vertically aligned business model.

Our 55+ dedicated emerging technologies ‘Centers of Excellence’ enable us to harness the latest technology for delivering business capability to our clients. Wipro is globally recognized for its innovative approach towards delivering business value and its commitment to sustainability.

How they describe their product/innovation: Wipro ngGenie™ myAdvisor truly provides the “Next Generation Banking Experience” for customers. The Wipro ngGenie™ myAdvisor can have an interactive conversation with you in natural language using voice and gestures. Wipro ngGenie™ myAdvisor learns from your spend patterns, banking transactions, retail transactions, and your social transactions and provide personalized assistance. It is able to adapt to the user, understand context, and provide the right kind of assistance. It learns from the user’s actions and is able to predict user action as well as provide timely help. Wipro ngGenie™ myAdvisor covers a broad range of functionalities across branch, call center, and web, and provides “omni-channel” experience.

Product distribution strategy: Through financial institutions

Contacts:

Bus. Dev. & Sales: Nitin Narkhede, GM Emerging Technologies & Innovation,
[email protected], +1 408 685 3944
Mukund Kalmanker, GM, [email protected], +1 732 331 6313
Press: Vipin Chandran Nair, Head of Communications, +919845014036