How they describe themselves: Systelos is a discovery and collaboration platform that brings clients’ financial lives in one place with the right experts at their fingertips. Systelos increases confidence in financial decisions by visibly demonstrating the value of advice and by creating Connected Intelligence between investors, financial advisory teams and other experts.
Systelos is not just a technology company, it’s a new way of exchanging value between advisors and their clients.
How they describe their product/innovation: The Systelos user experience creates, then converts data into valuable insights that drive productive behavior in financial advisors and their clients.
Our technology aggregates data from several sources (proprietary set, financial institutions, financial experts and client behavior) to improve the recommendation, distribution and governance of financial services (investments, insurance, tax and estate).
Systelos is the first Connected Intelligence platform that increases and showcases the value of human advice.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev.: Hassan Kenawi, [email protected]
Press: Patrick McCaully, [email protected]
How they describe themselves: Tinkoff is a digital ecosystem of financial and lifestyle products, delivered via its award-winning mobile app and web interface. Tinkoff is fully cloud-based and branchless. Alongside traditional banking products and services, such as credit and debit cards, current accounts, bill payment and money transfers, Tinkoff offers an investment platform for individuals to trade securities with ease, mortgage service and a fast-growing slate of services for small businesses just to name a few. Currently, Tinkoff is expanding its ecosystem beyond financial services, becoming a one-stop-shop for its customers’ lifestyle needs. This includes travel and concert bookings, restaurant reservations and other concierge and entertainment services.
How they describe their product/innovation: Tinkoff Bank has become the first bank in the world to introduce a Stories feature on its mobile banking app, bringing new content to almost 1 million people, who use the bank’s award-winning app on a daily basis. While visually similar to Stories on social media apps, Tinkoff Stories differs from its Facebook, Instagram and Snapchat counterparts in that the bank rather than its users provides content. This makes it a valuable marketing and communications tool, providing Tinkoff Bank with another channel for reaching its more than 7 million customers. It also increases customer loyalty and engagement.
Product distribution strategy: Direct to Consumer (B2C)
Contacts
Bus. Dev.: Sergei Luchin, Head of Digital and Corporate Communications, [email protected]
Press: Darya Ermolina, Communications Director, [email protected]
How they describe themselves: Tolerisk has pioneered the 2-dimensional risk tolerance assessment. Our patent-pending SaaS technology provides a framework for fiduciary advice, separately incorporating a client’s willingness to accept risk, through traditional psychometric profiling, and their ability to take risk, by using traditional fixed income mathematics to analyze cash-flow chronology. Tolerisk’s deep analytics incorporate dynamic asset allocation, variable inflation assumptions, and life expectancy independently by spouse. The platform’s simple user interface makes the experience easy for advisors, powerful for clients, and overall can drive better retention and more referrals.
How they describe their product/innovation: Tolerisk 401(k) is a new tool that allows advisors to provide custom financial planning advice to participants in minutes instead of hours. Low median 401(k) participant balances have historically made customized advice prohibitively time consuming. By leveraging Tolerisk’s deep analytics and simple user interface, participants gain customized insight about their financial plan and asset allocation. Tolerisk 401(k) creates a custom glide path for each participant’s asset allocation based on time horizon, savings rate, spending rate, assets outside the 401(k), other retirement income, tax rates, and personality. No more need for generic Target Date Funds, based solely on one variable.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev.: Ryan Wheeler, CTO, [email protected], 856-306-8873 x202
Press: Mark Friedenthal, CEO & Founder, [email protected], 856-306-8873 x201
How they describe themselves: Founded by consumers looking for a better way to find a home, Roostify provides the industry’s leading digital platform for home lending. From enterprise banks to independent brokerages, dozens of lenders across the United States trust Roostify to speed up closings, reduce unnecessary work and give their customers a smooth, anxiety-free mortgage experience. Since 2014, Roostify has transacted over billions of dollars in mortgages and helped close hundreds of thousands of home loans nationwide.
How they describe their product/innovation: Roostify’s digital platform allows lenders to offer their customers a simple, transparent, efficient home loan experience. In the demonstration, Roostify will walk through how its platform enables digital customer acquisition, and how loan applicants can then self-serve through much of the loan process fulfillment.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Mark McLaughlin, VP Bus. Dev., [email protected]
Press: Laura Knight, Director of Marketing Communications, [email protected]
Sales: [email protected]
How they describe themselves: Trusona is the global leader in identity authentication ensuring the True Persona behind every digital interaction. By eliminating all static credentials (usernames, passwords, OTPs) authentication becomes frictionless while thwarting the rise of cybercrime perpetrated through credential replay. Trusona’s #NoPasswords solutions can be used to authenticate both employees and consumers on any channel. Trusona is leading the #NoPasswords Revolution where there are no passwords to be created, remembered, stolen, or compromised – ensuring people are who they say they are and no one else can.
How they describe their product/innovation: Trusona Executive enables frictionless #NoPasswords multi-factor identity authentication at scale. The “Executive” level enables identity-proofing, step-up authentication using a person’s government issued ID. As all of Trusona’s solutions, Trusona Executive can be used to provide a consistent authentication experience across any digital channel – web, mobile, ATM, kiosks, TVs, call centers and support a variety of use cases including: account opening, login, compliance, KYC, and support center authentication.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Press: Karen Dayan, CMO, [email protected]
How they describe themselves: Teno is a mobile app focused on the future insurance/innovation market developed by CaribeDevelopers LLC team.
How they describe their product/innovation: With TENO people can create groups and organize their private insurance plans with custom rules defined by the creators. The most important is that the unused money is returned to the people.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
How they describe themselves: SynapseFI exists to simplify banking. We believe every person should have access to best-in-class financial products, regardless of their bank balance. For that purpose, we constantly strive to build accessible state-of-the-art financial banking products.
Our APIs enable you to power transactions (ACH, Credit, Debit, WIRES), KYC users, open bank accounts (Deposit, Interest Bearing, FBO/Custodial, Clearing), issue Debit Cards – virtually anything that would otherwise require a bank agreement. We also manage BSA/AML compliance, instant authentication of bank accounts and data aggregation.
Our mission is to build an intuitively designed bank with automated back office and automated servicing to reduce costs and increase access.
How they describe their product/innovation: White Label Loan Issuance: Our loan products can originate and service unsecured consumer or business loans to customers. Features include customizable decisioning, automated compliance, smart notifications, and an origination and servicing UI.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev., Press & Sales: Asya Bradley, VP Revenue & Partnerships, [email protected]
How they describe themselves: Status Money is a financial marketplace platform that provides users with powerful financial insights via peer comparisons and connects them with financial institutions offering relevant products and services.
How they describe their product/innovation: Status is the first personal finance platform that lets people compare their finances with their peers, national averages, and more than a million custom groups. It uses peer benchmarks and algorithms to help users intelligently manage their spending, income, debts, savings, and investments.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev., Press & Sales: Majd Maksad, CEO & Founder, [email protected]
How they describe themselves: Unlike other predictive analytics providers, Stratyfy offers a solution that empowers business experts instead of trying to replace them. We know that past performance is not indicative of future returns and that success or failure of a business can come down to a single decision. These decisions are far too important to leave to a black box that lacks business context and is only as good as the data you give it. In contrast, Stratyfy empowers business leaders with a decision management system that improves predictive accuracy without sacrificing flexibility or transparency, enabling safe and profitable growth.
How they describe their product/innovation: Stratyfy helps lenders and credit issuers identify creditworthy individuals otherwise obscured by traditional credit indicators. Stratyfy is powered by Smartificial Intelligence™, a proprietary technology where AI meets IQ. With Stratyfy, lenders can nimbly build, test and deploy predictive models that combine their business expertise with the rich insights trapped in their data. With this holistic perspective and insight, lenders not only generate revenue growth from untapped market opportunities, but also gain improved flexibility to manage new and existing risks. Stratyfy’s intuitive design is also easy to use and integrate with existing systems and requires no coding to build or update new models.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Michael Cherkassky, CEO & Co-Founder, [email protected]
Press & Sales: Laura Kornhauser, President & Co-Founder, [email protected]
How they describe themselves: SuperMoney, one of the fastest growing financial technology companies in the country, is a financial resource that helps consumers achieve their financial goals. The company’s tools allow people to compare financial products and services so they can make better financial decisions.
SuperMoney has processed over half a billion dollars in loan applications since launching its Loan Offer Engine at FinovateSpring 2017. The company followed this up with the launch of its auto loan offer engine in summer 2017 and plans to expand its loan offer engine into new verticals in 2018.
Based in Santa Ana, California, more information can be found at SuperMoney.com.
How they describe their product/innovation: SuperMoney’s hugely successful loan offer engine is taking its next evolutionary step as a No-fee Financing Platform available to merchants / service providers in home improvement, healthcare, specialty retail and other markets that suffer from expensive and inefficient financing solutions.
Built on top of its consumer loan offer engine technology, the SuperMoney No-Fee Financing Platform provides merchants with access to turnkey financing from leading banks and lenders while saving them a ton of money on expensive discount rate fees – typically up to 10%.
SuperMoney has already signed up over 250 merchants into its beta program to provide fast, frictionless and easy financing options to consumers across America.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: [email protected]
Press: [email protected]
How they describe themselves: Swych is disrupting global digital gifting and corporate incentive programs by breaking cross-border barriers with a blockchain-based global gifting architecture. Whether powering corporate incentives programs so employees can “swych” to favorite brands available in their region/currencies or powering digital wallets, Swych is expanding the boundaries of how people shop, gift, and pay for their purchases in a global, mobile marketplace.
How they describe their product/innovation: Swych is the world’s first blockchain-based global gifting and shopping network with 1000s of retailers representing millions of product SKUs across the globe. Swych provides an instant, secure, scalable way to send personalized relevant gifts and incentives globaly. With unparalled transaction speeds and scalability, it costs less than pennies per 1000 transactions and eliminates legacy barriers while ensuring compliance, and security.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus Dev. & Sales: Harpreet Chawla, VP Digital Products & Innovation, [email protected]
Press: Stephanie Barrueto, VP Marketing, [email protected]
How they describe themselves: SaleMove creates enterprise software that enables companies to meet or exceed the in-person customer experience online. Through our suite of software solutions, companies are able to build deeper connections with their customers. With a single line of code, companies can identify and segment their website visitors, provide instant communication across all channels, and deliver guided web experiences through CoBrowsing.
By providing one-click access to human-based customer support, SaleMove eliminates digital dead-ends along the customer journey – ensuring a more seamless customer experience and more satisfied customers.
How they describe their product/innovation: SaleMove’s new Omnichannel Customer Engagement Platform brings even more communication channel into a single platform. The newest version enables support representatives to move phone-based support calls to a digital engagement. It also enables companies to integrate app-based messaging like Facebook Messenger, and now includes OmniGuide, our agent-facing AI chatbot.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Sales: Jordan Christopher, SVP Sales, [email protected]
Press: Jeffrey Mack, Director of Marketing, [email protected]
