How they describe themselves: IBM offers a wide range of security solutions for the Financial Services industry. IBM Security is helping clients protect their organization against financial fraud as a global leader in enterprise security and a leading provider of advanced financial fraud protection technology. IBM® Security Trusteer® helps organizations detect and prevent the full range of attack vectors responsible for the majority of online, mobile, and cross-channel fraud. IBM Security Trusteer products deliver a holistic, integrated cybercrime fraud prevention platform designed to help prevent the root cause of fraud, improve the customer experience, reduce operational impact, assist in keeping organizations safe, and utilize a global intelligence service.

How they describe their product/innovation: IBM Security Trusteer will demo an innovative trust-based digital banking approach to help create a seamless customer experience through real-time delivery of actionable risk assessments, resolving the tradeoff between easy-to-use services and cumbersome security controls. The demo will feature IBM Trusteer Pinpoint Detect, which continuously and transparently assesses the level of risk and threats to make a determination of customer or fraudster.

Contacts:

Eileen Turner, Trusteer Portfolio Marketing Manager, [email protected]
Bus. Dev.: Shaked Vax, Trusteer Product Strategist, [email protected]
Press: Kelly Kane, IBM Security Media Relations, [email protected]
Sales: Dan Ryan, Trusteer Sales Leader, North America, [email protected]

How they describe themselves: IBM is a cognitive and cloud solutions company headquartered in Armonk, NY. It offers a wide range of technology solutions and consulting services for the Financial Services industry. IBM is helping clients navigate today’s complex and digitally interconnected world by providing pre-built solutions that utilize a broad portfolio of leading cognitive solutions and advanced analytics.

How they describe their product/innovation: The IBM Customer Insight for Banking solution contains advanced pre-built predictive analytics, with both core analytical models and industry-specific customizations to those models. It also includes pre-built industry specific data models and comes with intuitive user interfaces and role-specific dashboards specifically designed for line-of business users. The solution helps fine-tune customer segmentation at a very granular level by analyzing customer transactions, spending behavior and life events.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Boxley Llewellyn, [email protected], 704-770-8652 &
Matt Kinney, [email protected], 980-250-1537
Press: Stephen Millmore, External Relations Analytics, 978-399-7347

How they describe themselves: Our business is driven by a team responsible for business development, and is based on a concept aiming to transform the existing business model of a Japanese regional bank, the Bank of Fukuoka, in order to gain new revenue sources. Our capital is held by the specialized investment firm of the Fukuoka Financial Group, which is one of regional financial groups; the bank has also accepted investments and employees seconded from business partners to develop and expand cross-industry businesses.

How they describe their product/innovation: User Experience: Our PFM is utilized to capture consumers’ behavior and identify customer preferences, which is leveraged provide information on customer needs. Customers are guided through necessary financial support and recommendations on products and coupons. We provide a series of end-to-end services leveraging financial services, which enable customers to satisfy their potential needs as soon as possible.

Product distribution strategy: Through financial institutions

Contacts:

Bus. Dev., Press & Sales: Teppei Fujiwara, Manager, [email protected]

How they describe themselves: LendingRobot is a robo-advisor registered with the SEC that provides clients an easy-to-use vehicle for steady and predictable asset growth. Utilizing sophisticated machine-learned algorithms, LendingRobot enables clients to maximize their portfolio’s return while saving time. LendingRobot also brings liquidity to Peer Lending by helping clients sell their investments at the best price.

How they describe their product/innovation: LendingRobot introduced Dashboard; the first real-time insight and analytics service for Peer Lending. Dashboard’s intuitive mobile app & web interface allows investors to keep track of their assets across all three three major U.S. marketplaces, wherever the investor happens to be. This service is completely (and forever) free to all investors who manage Peer Lending investments on Lending Club, Prosper, and Funding Circle.

Product distribution strategy: Direct to Consumer (B2C)

Contacts:

Bus. Dev. & Press Emmanuel Marot, CEO, [email protected]
Sales: Stephen Zentner, Sales & Marketing Manager, [email protected], 425-780-7241

How they describe themselves: Kore is an enterprise software company established to simplify how people work and customers engage with the brands they trust. The Kore Bots and Messaging platforms support a variety of markets, including but not limited to financial services, insurance, business services, high-tech, retail, healthcare, and franchise.

How they describe their product/innovation: Kore’s robust platform empowers businesses to build intelligent assistants, similar to Siri, for their own workforce and customers. It also brings secure, consumer-like messaging experiences to the most regulated industries. Kore Bots transform legacy enterprise application and self-service banking interactions into intuitive, personalized, conversational engagements between people and systems. By enabling Kore Bots to chat with bank apps and systems on an employee or customer’s behalf, tedious actions get done automatically. Smarter than the average chatbot, Kore Bots deliver relevant alerts, execute actions, generate reports, and even interact with customers. The best part? They work 24/7 and never take vacation.

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

Contacts:

Contact Kore for more information at [email protected]
Press: Lindsay Sanchez, EVP Marketing
Sales: David Schreffler, EVP Sales

How they describe themselves: IBM is a cognitive and cloud solutions company headquartered in Armonk, NY. It offers a wide range of technology solutions and consulting services for the Financial Services industry. IBM is helping clients navigate today’s complex and digitally interconnected world in the Wealth Management, surveillance, and regulatory compliance space by providing pre-built solutions that utilize a broad portfolio of leading cognitive solutions and advanced analytics.

How they describe their product/innovation: IBM will demo Client Insight for Wealth Management –  a solution that delivers deep client insights to improve client service, retention and profitability.  IBM Client Insight for Wealth Management provides the ability to create dynamic client segmentations based on a client’s behavioral profile, determine and predicts client life events, identify product opportunities, predict client attrition, and deliver tailored portfolio recommendations to clients.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Sales: Rob Stanich, Wealth Management Offering Manager, [email protected], 917-226-1772, @RobertStanich & Alex Baghdjian, Wealth Management Offering Associate, [email protected], 917-471-1079, @AlexBaghdjian
Press: Stephen Millmore, External Relations Analytics, 978-399-7347

i-exceed technology solutions is a niche Fintech company that lets banks and financial institutions innovate and launch apps at the speed of startups.

Appzillon, our flagship product, is powering the digital initiatives of over 25 financial institutions worldwide, including some of the largest banks in the world, and is recognized as a key player in the MADP and adjacent markets by Gartner. The product consists of the Appzillon Development Platform and the Appzillon Digital Banking Suite. The development platform enables rapid delivery of cross-channel applications. The digital banking suite consists of pre-built digital banking apps.

Presentation

Appzillon Digital Banking Experience

Appzillon enables financial institutions to deliver cross channel applications in record time. Several banks worldwide have chosen Appzillon as part of their digital banking initiatives including smart branch banking. Appzillon helps these banks seamlessly integrate with their own as well as third party APIs and provide an elevated user experience.

We will share a case study on how Appzillon leveraged APIs to help a bank launch an innovative smart branch from scratch in just a few weeks. We will also present how Appzillon helps developers to smartly build intuitive apps with just drag-and-drop of widgets and a no-code screen builder.

What You’ll Learn

• How Appzillon helps in rapid delivery of intuitive, multi-lingual, enterprise class apps with minimal development and integration effort
• How the platform leverages existing APIs to develop fully functional apps
• How to offer smart branch banking with minimal disruption to existing core systems of banks
  

Presenters

Karthik Sivaprakasam, VP, Solution Architecture
linkedin.com/in/karthik-sivaprakasam-4221041  |  @karthiksivap  |  [email protected]

Karthik is responsible for Solution Architecture for Appzillon. Karthik drives the architecture and solutions strategy for the Appzillon product and leads new SDK initiatives for Appzillon. He has worked extensively with large global banks assisting them with their core banking deployments.

Anshuman Nayyar, VP, Customer Success
linkedin.com/in/anshuman-nayyar-4115a9b |  [email protected]

Anshuman has extensive experience deploying innovative solutions in large financial solutions across the globe. He has built and deployed large-scale systems for personal, corporate and digital banking solutions. Anshuman is responsible for Customer Success in i-exceed and leads our development partner network for Appzillon.

How they describe themselves: InvoiceSharing is a Free Electronic Invoice Distribution Network with Accounting-Robot, Invoice Financing and more. We connect accountings systems and invoicing platforms and speak all electronic invoice languages. Companies can now send and receive electronic invoices directly from their system, via InvoiceSharing, into the client system. This is free. Our revenues come from the Accounting-Robot that automates the accounts-payable invoice accounting on line-level; consistent and fast. We only sell white labels to (accounting/invoice-scanning) software companies and platforms. In addition there is an appstore with 3rd party products like Invoice Financing, payment buttons and other great stuff you can do with electronic invoices.

How they describe their product/innovation: The Smart Accounting-Robot is able to do the accounting for businesses without giving instructions! We collected actual accounting information from over 10 million invoices and thousands of businesses. Based on industry, location, size, historical accounting and best practices, the Accounting-Robot predicts how you want to do your invoice accounting. For example: When you are a painter and buy paint, the robot may know you want to book the paint as ‘cost of sales’. When you are an art-instructor, it may be ‘teaching materials, and for other companies it is ‘maintenance’. You allow the Accounting-Robot certain comfort levels, for example ‘90% certainty’, where it is allowed to do the accounting without asking questions.

Product distribution strategy: Through other fintech companies and platforms, licensed

Contact

Bus. Dev., Press & Sales: Jeroen Volk, [email protected], +31622780470

How they describe themselves: Logical Glue is a young company at the ‘bleeding edge’ of predictive/prescriptive analytics, with a purpose built SaaS platform that performs the work of data scientists at speed and scale. Our initial target market is the ‘alternative finance’ space, where there are a growing number of new entrants, peer-to-peer lenders and challenger banks coming through. These are SMEs and start-ups that are embracing competition in the market, but they need to have access to low cost, real-time insights on customers and to make live credit risk decisions. We are also working with businesses in the insurance markets.

How they describe their product/innovation: Logical Glue Ensemble makes it easier to go from raw data to train the most accurate predictive models using state of the art techniques. These techniques are applied in an automated way that makes it true Machine Learning as a Service for the business analyst or developer, as well as the data scientist. The platform enables users to see how the models can be applied to solve real-world business problems such as creating credit grades in underwriting, and then to apply the models to work on new data in real-time. Previously the platform has been sold to enterprises only, for production use. However, we are targeting individual users who want to realise the power of sophisticated predictive techniques for themselves for the first time.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev., Press & Sales: Colin Magee, CEO, [email protected]

How they describe themselves: Livian Technologies empowers FSIs to become more human by delivering advanced technology in an intuitive way. The company is a spin off from the Financials Services Innovation division at Novabase, and has been in stealth-mode over the last year while advancing a set of innovative, accelerating technologies with an anchor client.

How they describe their product/innovation: The Finzzy Collection is a set of fintech Algorithms developed to accelerate your digital strategy. As the technology required to address today’s market needs is rapidly expanding, The Finzzy Collection empowers banks and developers with the building blocks to deliver solutions that incorporate contextual intelligence, empathic engagement, natural language processing, and more.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev., Press & Sales: Jay Wong, CPO, [email protected]