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]

How they describe themselves: Since 1991, Lexmark has been a recognised and lauded leader in imaging and output solutions that help people and organisations improve processes and reduce their costs. Lexmark’s award winning imaging and output technology has continued to evolve as the world becomes more digital and connected. Today the company competes in key growth markets that include managed print services, intelligent capture, enterprise content management, healthcare content management, financial process automation, and enterprise search, all focused on helping Lexmark customers connect employees to the most relevant information at the moment they need it.

How they describe their product/innovation: Lexmark is demonstrating a significant customer enhancement to its Mobile Onboarding Platform: a frictionless mobile onboarding process driven by interactive and instructive natural voice recognition along with a virtual collaboration session to eSign the application in real time. The demonstration guides the customer along the new account application process with instructions and guidance in natural language trained for this specific purpose. The applicant interacts with the platform in plain English to correct data extracted from their driver license, advance to the next step, initiate a same session video chat to collaboratively eSign the new account application in real time, and finally to submit the completed application.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Brant Clark, Product Marketing Director Mobile Platforms & Solutions, [email protected]

Press: Parule Armin, [email protected], +44 (0)20 8392 8079

Sales: Jim Close, Regional VP, Sales, [email protected], +44 7557 521 746

How they describe themselves: The Munich-based start-up Lendstar has developed an app with which users can lend, share and send money, combined with social features. The users can also link their current account directly with the app, to make simple, fast and secure bank transfers to their friends. The team has had numerous successes with their app, amongst them winning the Best of Mobile Awards 2015 in finance and being crowned the best Finance App of 2014 by Android magazine. Lendstar is currently working in partnership with various national and international banks. Lendstar is available in German and English, for iOS and Android.

How they describe their product/innovation: We use conventional wire transfers as a mean of communication (and payment) by combining a messaging service with a payment service. By perfecting usability and convenience of a normal wire transfer for the end-user we enable retail banks to get back their access to a young and hard to please target group. We achieve this through building an international financial-social-network by joining strategic co-operations with various banks. We are providing them a co-branding app. Feature-wise this is similar to our Lendstar app, but different in CI. Both apps are interoperable, hence users of one bank can send money to users of another bank.

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

Contacts:

Bus. Dev. & Sales: Johannes Schubert, Head of Product Development, [email protected]

Press: Christian Ruffing, Communications Manager, [email protected]

How they describe themselves: Ledger designs trusted hardware solutions for decentralized applications such as Bitcoin and Blockchain. In these architectures, ownership of digital assets is materialized by the possession and control of cryptographic private keys. These secrets cannot be managed within classic computers or smartphones, which are insecure by design, and must be delegated to dedicated trusted hardware. Ledger manufactures “hardware wallets” for the Bitcoin B2C market, and distributes its products through direct online sales and a worldwide network of 30 retailers. For Fintechs and financial institutions looking to leverage the Blockchain potential, Ledger offers both server and personal security modules through integrators.

How they describe their product/innovation: In the payment industry, smartcard is the golden standard for security. However, it is not adapted to the needs of the Internet where general purpose computers are vulnerable to malwares. As you cannot trust your computer’s display, you need a second factor validation of all the transactions you are signing (otherwise a malware could switch the payment address before reaching the smartcard). The Ledger Blue directly addresses this concern by adding a touch screen to the traditional smartcard. The user can validate all transaction on a trusted interface, mitigating all phishing and malware attacks. Featuring BLE/NFC/USB communications, the Blue can be interfaced to any modern computer or smartphone.

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

Contacts:

Bus. Dev. & Sales: Thomas France, VP of Sales, [email protected]

Press: Eric Larcheveque, CEO, [email protected]