How they describe themselves: BidMoni created FiduciaryShield to improve processes and outcomes in the $5.7T 401(k) market.  As the industry’s first fully electronic marketplace, we deliver data and tech-driven efficiencies to strengthen sales and compliance efforts while supporting the best interest of employees.  We offer solutions for employers, advisors, and employees in helping to mitigate the risk of litigation over breaches of fiduciary duty, adapting to an environment of increased scrutiny, and providing transparency in the industry.

How they describe their product/innovation: FiduciaryShield offers an end-to-end technology solution to empower the growth of financial advisors in the defined contribution space and helps support their fiduciary duties.

The FiduciaryShield patent-pending digital 401(k) marketplace supports advisors in:

1. Finding plan opportunities
2. Connecting with plan sponsors and building relationships
3. Identifying fiduciary risk factors in plans
4. Presenting multiple solutions to remedy these problems
5. Provide ongoing fee analysis and monitoring

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

Contacts

Bus. Dev.: Stephen Daigle, CEO, [email protected], 601-520-3438
Press: Cameron Hockaday, Chief Compliance Officer & Internal Sales, [email protected], 228-326-6811

How they describe themselves: Bambu is a leading global provider of digital wealth technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth market. We enable companies to make saving and investing simple and intelligent for their clients. The cloud-based platform is powered by our proprietary algorithms and machine learning tools.

How they describe their product/innovation: Our goal-based Robo-advisor offers investors a natural and effortless experience in finding the right investment strategy for their client’s needs. Instead of a traditional single risk profile portfolio, the White-Label creates personalised portfolios for each of your life goals, providing you with full control of your future. Offered to B2B clients as a white-label solution.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Sean Zhou, Bus. Dev., [email protected]
Press: Laura Pereira, Marketing Manager, [email protected]

How they describe themselves: ARM Insight is a leading provider of financial data solutions for financial institutions, processors, investment companies, and retail corporations. Through its innovative synthetic data process, ARM Insight’s team of data scientists and financial services industry veterans, transform billions of transactions from thousands of financial institutions into rich insights that can be used for data monetization, enhanced security, and artificial intelligence. To learn more, visit www.arminsight.com.

How they describe their product/innovation: Safe data management and monetization are the foundation to the success of any AI tool or machine learning algorithm. We want to showcase the value and importance of the right type of data for the innovations being built today. ARM Mimic transforms raw transaction data into clean data for use internally, it then takes data transformation a step further by creating synthetic versions of that data that maintain the statistical viability of raw data, but  can be used both internally and externally without compromising data privacy or security regulations.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Kathy Kirkland, SVP Business Development
Press: Steve Shaw, SVP Marketing, [email protected], 503-805-6726

How they describe themselves: Traditional wealth management approaches are rapidly getting outdated and technology is becoming the new way wealth advice is delivered.

Both advisors and investors are looking for a new experience, and our solution – the Google Maps for Financial Advisors* – is here to answer the calling.

Founded by an award-winning FinTech veteran, Andes Wealth Technologies empowers advisors to deliver truly personalized advice and better outcomes.

*Google and Google Maps are registered trademarks of Google LLC.

How they describe their product/innovation: Our solution includes four UNIQUE, MODERN tools.

1. Real-Time Risk Monitor to visualize and communicate risk. Advisors can also use it to identify at-risk clients and convert prospects.
2. Our state-of-the-art Risk Tolerance Test is intuitive, accurate and far superior.
3. Investor Expectation Reality Check.
4. Practical Behavioral Finance. Flexible mini-surveys put behavioral finance at your fingertips. It covers investor type, behavioral bias, finance IQ, and a Cognitive Ability Test to protect baby boomers.

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

Contacts

Bus. Dev.: Helen Yang, CEO, [email protected]
Press: [email protected]

How they describe themselves: ALTR’s programmable data security and governance embeds directly into application code, neutralizing privacy and breach risks from even the most privileged access.

How they describe their product/innovation: During our live demonstration we will be showing a brand new use case of ALTR’s platform, joined by customer Q2 who has integrated ALTRs Data Security Platform into their own applications to protect account holders data.

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

Contacts

Bus. Dev.: Paul Franz, VP Bus. Dev., [email protected]
Press: Thomas Morelli, Spark PR, [email protected]

How they describe themselves: All of Us is the first multi-sided investment platform that places the earning potential of financial institutions squarely into the hands of those who deserve it most: investors. All of Us moves beyond the promise of the popular ‘free trade’ platforms to introduce a radical new paradigm: Get Paid to Trade. Through unprecedented transparency, All of Us ensures every investor is empowered to achieve the kind of returns financial institutions are used to keeping quiet.

How they describe their product/innovation: Using the power of social engagement, coupled with sophisticated machine learning, All of Us is a web and mobile application that allows investors to tap into collective investment wisdom and group buying power, while maintaining control of assets as an individual. All of Us’ radically transparent pricing model ensures we don’t make money until our members do, and those fees are paid out of the savings we provide, not charged as fees to our members.

Product distribution strategy: Direct to Consumer (B2C)

Contacts

Bus. Dev.: Sam Skinner, COO, [email protected]
Press: Natalee Gibson, PR consultant, [email protected], 720-648-5784

How they describe themselves: CollegeBacker makes it easy to set up a tax-free 529 college savings plan in just minutes, and grow your investment with help from family and friends.

We believe every child in America deserves a college fund, and we’ve already helped the next generation avoid millions in student loans.

Whether it’s your child or a friend or relative’s, kick off their tax-free college fund today at CollegeBacker.com.

How they describe their product/innovation: With CollegeBacker, any family can start investing in a tax-advantaged 529 College Savings Plan in just a few minutes and invite friends and family to contribute and help them save more.

We are excited to unveil a beta of our v2 product, a complete overhaul that makes it quicker and easier for families to sign up, activate their 529 plan, and enlist friends and relatives to contribute to their child’s fund on a one-time or recurring basis.

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

Contacts

Bus. Dev. & Press: James Ryan, [email protected]

How they describe themselves: Financial Calculators, Inc dba CalcXML, was founded in 1993 and was the first company to get a personal finance calculator running on the internet. Since then, CalcXML has provided personal finance tools and content to thousands of web sites including media outlets, financial portals, banks, credit unions, mortgage lenders, real estate, brokerage and advisory firms. CalcXML offers hundreds of calculators for licensing that span more than a dozen categories and support multi-currency, language and are ADA compliant. Custom calculators and personalized videos are also a specialty.

In addition to calculators and articles, CalcXML offers SaaS-based applications for consumer (www.FISTScore.com) and advisor use (www.PlannerPortal.com).

How they describe their product/innovation: CalcXML, the leader in online calculators, is pleased to announce their latest product called FIST® Score, a revolutionary financial health index accessible through a SaaS personalized dashboard.

FIST® (FInancial STability) Score is similar to a credit score, but evaluates all aspects of a person’s financial health not just one’s debt levels and credit worthiness. This index (0-100 scale) can be used to help individuals quickly and accurately identify shortfalls in savings/retirement accounts, emergency funds and insurance. Using interactive dials, AI-based recommendations and tailored action plans, customers/members/clients/users are directed to institutional products (CDs, Savings, IRA/401ks, HELOCs, Insurance, etc) as viable solutions.

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

Contacts

Bus. Dev.: Chris Brockbank, President, [email protected], 801.364.3604
Press: Becky Foster, VP Sales & Marketing, [email protected], 801.364.3604

How they describe themselves: Digital Align Inc, is a digital transformation consulting services company with a focus on financial services. Our digital transformation and solution experts understand technology, business processes, and program management to help financial institution deploy innovative solutions to enhance capabilities across sales, service, marketing, operations, and integration. Our team has helped many financial institutions build digital strategy roadmap, develop an executable plan, implement digital solutions, conduct training, partner with fintech, and roll-out strategy, help measure for continuous improvement, and help generate better ROI for digital transformation.

How they describe their product/innovation: AlignMoney- delivers banking products like corporate credit cards, personal checking, savings and CDs, credit cards, personal loans, home loans, insurance, investments, and all other financial products for business owners and their employees through a secure, simple and smart onboarding, mobile and online banking application. AlignMoney’s goal is to bring financial education and financial inclusion to the workforce to help nurture a happy and productive employee.

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

Contacts

Bus. Dev. & Press: Rajesh Patil, President, [email protected]

How they describe themselves: doxo is a simple, secure all-in-one bill pay service that facilitates secure payment to any biller, with any payment method, on any device. doxo currently serves over 2.5 million users who make payments to over 45,000 local and national businesses, making doxo the largest bill pay directory in the nation. Billers on the network get paid directly, fast and free – and consumers have complete bill pay independence over paying their bills. doxo more than doubled its customer base in 2018 and is expanding its team to further accelerate growth and change the bill pay landscape to focus on the customer.

How they describe their product/innovation: doxo is introducing a money-saving overdraft protection feature powered by its partner Plaid. Within a single web and mobile experience, doxo users will now be able to track their bank balance as they pay their bills – reducing the incidence of overdraft events and helping them better manage their cash flow. According to a 2017 study, nearly 80% of all households need to time their bill payments to match funds from their paycheck. This new feature combined with others like reminders and real-time bill tracking helps users save time and reduce overdraft and late payment penalties.

Product distribution strategy: Direct to Consumer (B2C)

Contacts

Bus. Dev.: Roger Parks, VP Bus. Dev
Press: Jenny Davis, Dotted Line Communications, [email protected]

How they describe themselves: We started DataDock Solutions because we saw a huge opportunity. Trading businesses at banks don’t focus their resources enough on data analytics. Their biggest decisions, who they trade with and where they commit capital, are made in an ad hoc “back of the envelope” way. We want to change how business leaders make these decisions, from anecdotal to analytic! DataDock Solutions empowers them to make better decisions about what customers they trade with and where they allocate their risk. We “empower” by delivering data analytics, advanced metrics and rich visuals. By “better decisions”, we mean more rigorous, consistent and precise decisions.

How they describe their product/innovation:

Application 1: Customer Intelligence (CI)

What it does: Group, summarize and visualize customer commissions, risk and profitability calculated at a granular trade-level using hedging simulations

Application 2: Customer Advanced Metrics Scorecard (CAMS) featuring Business, Risk and Volume (BRaVo)TM scoring

What it does: Quantitatively assess customers in a consolidated dashboard view

Application 3: Broker Intelligence (BI) (debut demonstration)

What it does: Flip the CI application on its head for the buy-side (so investors can better direct their business going outwards)

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

Contacts

Bus. Dev. & Press: Kumaran Vijayakumar, CEO 917-435-8800, [email protected]

How they describe themselves: CryptoNumerics is an enterprise software company that enables organizations to gain insights while protecting people’s privacy through two solutions: CN-Protect and CN-Insight. CN-Protect creates privacy-protected datasets where privacy risk has been balanced with analytical value to satisfy privacy regulations such as HIPAA, GDPR, and CCPA.  CN-Insight builds statistical or machine learning models using privacy-protected datasets without relocating or exposing the data satisfying data residency regulations and removing concerns about loss of IP. CryptoNumerics is already working with Fortune 500 financial service firms and the team includes senior executives and experts from Yahoo, IBM, Qualcomm Atheros, Barclays, Fidelity, and KPMG.

How they describe their product/innovation: CN-Protect allows you to create privacy-protected datasets that satisfy HIPAA, GDPR and other privacy regulations while preserving analytical value. Current approaches to de-identify data such as masking, tokenization, and aggregation can leave data unprotected or without analytical value. CN-protect leverages AI and the most advanced anonymization techniques, such as optimal k-Anonymity and Differential Privacy, to protect your data and maintain data utility. The software is available as a downloadable app, a stand-alone product or as a plug-in to your preferred data science platform. Leading organizations in the healthcare and financial service industry are already using CN-Protect.

Product distribution strategy: Direct to Business (B2B), licensed

Contacts

Bus. Dev. & Press: Hassan Bhatti, Head of Commercial & Co-Founder, [email protected]