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

How they describe themselves: Fiserv is a global organization with 12,000+ clients and 24,000+ associates worldwide. The company enables clients to achieve best-in-class results driving quality and innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management, and Insights & Optimization. Fiserv is highly regarded for its leadership and innovation, and award-winning solutions for mobile and online banking, payments, risk management, data analytics and core account processing.

Samsung SDS provides purpose-built solutions & services for secure mobility, digital identity and authentication, advanced analytics and retail experience in a diverse range of industries including financial services, government, and retail.

How they describe their product/innovation: Fiserv integrates Samsung SDS biometric authentication and collaboration solutions into its award-winning Commercial Center: Security (CC:S) for a more secure and convenient digital banking experience. Using Samsung SDS Digital Identity Platform, specifically Nexsign™, a FIDO-certified biometric authentication solution, user identity is verified using non-duplicative biological information, such as a fingerprint, voice or facial scan, to deliver a user experience that is simple, fast, and more secure. Samsung’s digital collaboration capabilities, which include real-time secure video, chat, e-forms and e-signatures, screen sharing and annotations, provide customers with a more expedient and fully-digital onboarding process.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev. & Sales:
Samsung SDS: Richard Lobovsky, VP Enterprise Solutions, [email protected]
Fiserv: Joe Spaterella, VP Sales, Commercial Banking Solutions, [email protected]

Press:
Samsung SDS: Diane Carlson, Head of Solutions Marketing, [email protected]
Fiserv: Alicia Marrone, Director of Product Marketing, [email protected]

How they describe themselves: Customers today expect the right information, where and when they need it. In turn, financial institutions require digital channels that deliver personalized experiences. Generating a 360 degree view of every customer means overhauling legacy systems and consolidating disparate sources of data. Marketing teams are dependent on development teams not only to make this happen, but also to publish and personalize the digital content they create.

Flybits is a context-as-a-service company that hides the complexity of data intelligence and contextualization, enabling enterprises to create and deliver highly personalized customer experiences that drive digital engagement.

How they describe their product/innovation: Flybits’ new end-to-end solution provides enterprises with a quick and easy way to expand the range of digital services they offer (e.g. investment nudges, real-time credit limit upgrades). We have also improved the simplicity of our onboarding and data integration processes by hiding the complexities of data intelligence. This allows financial institutions to easily leverage new sources of data and hyper-personalize the content they create. We are excited to announce several new product features including an expedited time-to-market, predictive analytics, seamless context data uploads and a new look and feel.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Stephanie Papagni, Bus. Dev. Director, [email protected]
Press: Rui Nunes, Director of Marketing, [email protected]

How they describe themselves: Genial Technology is a startup that offers GenialAI, an audit platform. The platform automates painful manual processes like reconciliation between ERP data and supporting documents and provides insights from a massive amount of data. It saves accountants’ time and reduces risks. This strong assistance will enable auditors to focus on high-value works like communication with clients and consideration of audit strategy.

We estimated the costs of audit procedures that can be automated by AI to be $20B in North America. In this humongous market, we aim to achieve $23M Sales in 2021, leveraging the partnerships to grow faster.

How they describe their product/innovation: GenialAI is a self-learning and adaptive tool that automates and transforms audit procedures. GenialAI automates data processing and basic judgment, currently done manually with traditional tools. GenialAI has audit test, data cleansing and data analysis modules. The platform expands to cover all audit cycles by 2020.

GenialAI automates reconciliation between accounting data paper-based documents for 100% transactions, which significantly reduces audit risks. GenialAI also improves productivity – reconcile transactions to find errors 5x faster and shorten the time to detect potential frauds from hours to minutes.

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

Contacts

Bus. Dev.: [email protected]
Press: [email protected]
Sales: [email protected]

How they describe themselves: Hydrogen allows developers around the globe to build sophisticated fintech applications in just minutes! The Hydrogen APIs cut the cost of building and running savings, investing, insurance, and wellness applications by tens of millions of dollars.

Hydrogen is also the maker of the Hydro blockchain – the public ledger for financial services – and Ion AI – the machine learning powering the next generation of financial applications. These blockchain and AI modules instantly hook into any application built on Hydrogen!

How they describe their product/innovation: Hydrogen will build live on stage a sophisticated European savings platform in only 5 minutes. This platform will be available in multiple countries, and include UI/UX, onboarding, simulations, backend connectivity, and business intelligence. With only a few clicks, this platform will interface with the blockchain for security and proprietary AI for an interactive digital assistant experience.

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

Contacts

Bus. Dev.: Gunjan Mehta, Biz Dev Ninja, [email protected]
Press: Mike Kane, Co-Founder, [email protected]
Sales: Sid Sharma, Head of Engagements, [email protected]

How they describe themselves: The Horizn Knowledge Platforms help financial institutions dramatically accelerate market adoption of their latest digital innovation at lightning speed and significantly improves the overall customer digital experience. Whether you are adding artificial intelligence (AI) into your mobile app, launching a new online application, or anything in between, the Horizn platforms equip financial service employees and customers with the right knowledge they need at the right time. Imagine employees and customer alike being digitally fluent at time of launch of a new digital innovation – Horizn make this possible. Horizn SaaS based platform is used by over 400,000 front-line employees, 30+ million bank customers in 50 countries and 15 languages.

How they describe their product/innovation: It is mission critical that Bank employees and customers are digital aware and fluent immediately upon release of a Banks new digital innovation.  Bank front-line employees must be enabled to answer digital related questions and to drive adoption. Bank customers as well need immediate access to knowledge to accelerate on-boarding and increase product/feature adoption. Banks are partnering with Horizn to implement the Employee Knowledge Platform as well as a publicly accessible Customer Knowledge Platform. These platforms incorporate interactive micro-learning, innovative social technologies, gamification and robust analytics to drive engagement and deliver measurable results.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, licensed

Contacts

Bus. Dev. & Sales: Steve Frook, VP Sales, [email protected]
Press: Robert Rubenstein, Managing Director, [email protected]

How they describe themselves: Five Degrees is a digital banking technology provider with offices in the Netherlands, Iceland, Luxembourg, Portugal and Serbia. A three-time consecutive member of the FinTech50 and a Dutch FinTech Awards winner in the Banking IT category, the company was founded in 2009. As its core business, Five Degrees provides a digital banking platform, offering banks and other financial institutions customer centric banking systems.

How they describe their product/innovation: ABN AMRO’s innovative wealth management proposition named Prospery, has implemented five°degrees’ Matrix solution. German clients can manage their own capital and investments in the unique digital platform. Prospery aims to deliver a personalized financial planning package to their customers without using a traditional bank branch and individual personal bankers. In the Prospery technological landscape, Matrix functions as the orchestrating hub. It holds all client data, governs all onboarding flows and generates consistent client information across all other software solutions used in the Prospery platform.

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

Contacts

Bus. Dev.: Santosh Radhakrishnan, Sales Director, [email protected]
Press: Daan Wonnink, Marketeer, [email protected], 0031652038049
Sales: Santosh Radhakrishnan, Sales Director, [email protected]