Harborx brings fairness, simplicity and fun to forex trading; conceived as a fintech startup with the mission to simplify currency trading (forex), making it fun and accessible to anyone with a smartphone. With Harborx, learning the market and becoming a trader is possible within minutes.

Harborx’s vision is that time spent on a smartphone should not be wasted; instead, it should be used to perfect your trading skills while having fun and competing with friends and traders worldwide. In addition to easy learning and a game-like experience, Harborx brings users the possibility of earning additional income, which can be easily withdrawn and spent.

Harborx is EU-Registered and regulated (CySec license 230/14) and is a straight through processing (STP) broker with no dealing desk.

Presentation

When Trading Meets Gaming

Trading financial products is challenging for non-professionals. Harborx turns currency trading into a simplified, fun and immersive gaming experience, specially tailored for beginners.

Over the years, we have overcome multiple challenges while integrating traditional gaming features with a currency trading infrastructure. From building a flexible, dynamic and decoupled technical architecture, to building our own distributed trading system using the actor pattern, to frontend development with ReactiveX API and leveraging MQTT for lightning speed price feed and data updates, we’ve got a lot to share!

Harborx insights will be especially interesting to fintech professionals striving to build a dynamic multifaceted environment in order to engage a wider public with complex financial products.

What You’ll Learn

• How traditional gaming features, such as experience, achievements, leaderboard and clans, can be integrated into an FX platform
• How ReactiveX can be used for building a mobile app that can handle complex data flow and unprecedented scale of UI changes
• How a microservice and event-based programming pattern helps to build a more flexible, scalable and distributed backend

Presenters

Wissam Sabbah, CEO

linkedin.com/in/wissamsabbah  |  @WissamSabbah  |  [email protected]  |  +357 97 657944

Equipped with the best standards from computer science and finance, Wissam embarked his career early on in corporate banking. He progressed fast within a few years to senior consultancy roles where he could identify existing shortcomings and form collaborations with key people to create what Harborx is today: A game-changing fintech.

David Sung, CTO

linkedin.com/in/david-sung-52a20056  |  @david_sung  |  [email protected]  |  +357 2502 5522

Technology enthusiast who believes the ultimate goal of software development should be to bring happiness into people’s lives. Currently, I’m Harborx’s Technical Manager. During my years at Harborx, I’ve had the privilege of building the tech team which takes leading-edge technology to its extreme.

How they describe themselves: HotDocs is the document automation technology leader with thousands of clients and more than one million end users worldwide. Cited by Gartner as a “Cool Vendor” and “Best of Breed Technology” in the Enterprise Content Management space, HotDocs is used to transform frequently used documents into dynamic templates that maximize efficiency and accuracy in the production of business-critical documentation. In financial services, HotDocs is used by large banks and insurance providers to automate various documents, including corporate and commercial lending documentation, customer onboarding, claims processing, and policy documents. HotDocs helps reduce risk, enhance compliance, enable standardization, and increase operational efficiency.

How they describe their product/innovation: HotDocs Author is our next generation document authoring tool. It’s packed full of innovations to simplify and streamline the creation of intelligent document templates in a fraction of the time and a fraction of the cost of traditional document production processes. HotDocs allows easy control of document output, ensuring accuracy, mitigating risk, augmenting compliance, and creating substantial operational efficiencies. HotDocs integrates easily with enterprise data sources and applications such as lending platforms, CRM and BPM technologies, or any system with document output requirements. HotDocs technology can be deployed on premise or in the cloud, or a hybrid of both.

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

Contact

Bus. Dev.: Deborah Hughes, Enterprise Sales Director, North America, [email protected]
Press: Marvin Nelson, Marketing Manager, [email protected]
Sales: John Hults, Enterprise Sales Director, [email protected]

How they describe themselves: The Horizn platform helps financial institutions and technology companies dramatically accelerate market adoption of their latest innovations, technology and new products at lightening speed and enterprise scale. We do this by inciting employees, sales forces and yes, customers to quickly become knowledgeable and digitally fluent on the banks latest products and innovations. Horizn operates globally, helping companies in 40+ countries and 15 languages. Financial institutions using the platform have significantly accelerated the process of taking innovations to market, resulting in 84% employee adoption and a 25% increase in mobile platform usage.

How they describe their product/innovation: Horizn’s category-defining Go-To-Market mobile platform digitizes learning, incorporating the power of micro-learning, social technology, gamification and advanced analytics. The platform increases employee performance, drives client adoption of new technology and increase revenues. For us at Horizn we know that “build it and they will come” is a myth. We built the Horizn platform because we believe that the cultural side of digital transformation is mission critical for both for employees and the customers they serve.

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

Contact

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

How they describe themselves: Home Captain Realty is the premier solution for helping lenders convert up to 5x more on their purchase customers. Through our patent-pending integrations across the homebuying ecosystem, stringent screening and management of real estate agents,  seamless buyer status reporting into lenders systems, and service-oriented conceirge service, we are able to help lenders increase conversion rates, improve service scores, and develop a best in class experience for their borrowers.

How they describe their product/innovation: We seamlessly  integrate across the homebuying journey to provide the customer with an integrated homebuying team, status updates to lenders on their customer status, real time reporting, and a homebuying concierge for the lenders customer.   Through our integrations our service is as easy as pressing a button and removing the need for a lender to have multiple software systems and logins.   We write back data into lenders systems through our direct integrations with industry partners so you will always know the status of your pre-qualified customer pipeline. You’ll also know your best converting lead sources from the data that we provide back.

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

Contact

Bus. Dev., Press & Sales: Lucia Liu, Business Development Director, [email protected], 917-775-0117

How they describe themselves: The Hedgeable AI Lab builds artificial intelligence applications in the fields of machine learning, natural language processing, deep learning, and data science for Hedgeable and partner financial institutions around the globe. At Hedgeable we believe AI is the future “human touch.”

How they describe their product/innovation: Hedgeable’s newest release is the artificial intelligence platform, Katana. The intelligent personal assistant utilizes voice command and chatbot technology to replace the functions traditionally assigned to a human financial advisor.

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

Contact

Bus. Dev.: Matthew Kane, Co-Founder, [email protected], 800-785-7914 ext. 101

How they describe themselves: HEDG is an investment platform that changes the fundamental relationship between ‘robo advisors’ and the rest of the investment advisory industry. HEDG is a platform that provides personalized investing tools that empower users to easily build their own investment portfolios (funds), share returns and tips with their networks, and connect with a human advisor, planner, broker or wealth manager when they need one. Users benefit from HEDG’s core principles: transparency, empowerment, and access.  Human advisors, on the otherhand, will benefit from the ability to connect with invetors from tailored user affinity groups.

How they describe their product/innovation: The HEDG Platform allows users to create unique and personalized portfolios (or funds) based on priorities, convictions, and/or timelines without the fees and pitfalls of typical funds and robo-advisors. Available on both web and mobile, HEDG gives users control, transparency, and diversification at the touch of a button. Users can easily connect with friends and colleagues to exchange tips or share the details of the portfolio(s) they have created. HEDG’s personalized news feed delivers actionable recommendations as unique as the user and their finances. When the user is ready, they connect to a trusted advisor on the HEDG Platform via sponsored content and recommendations in the user’s news feed.

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

Contact

Bus. Dev., Sales & Press: Bob Rutherford, [email protected], 219-789-0669

How they describe themselves: GoodData enables large financial services corporations to design and deliver actionable analytics to their business users at the point-of-work across branch locations, partner network and merchants, helping them increase sales and performance, accelerate the expansion of each customer’s portfolio and maximize operating margins.

GoodData helps financial organizations to digitally disrupt their business to increase profitability in an increasingly competitive and commoditized market. GoodData’s scalable end-to-end platform is designed to seamlessly integrate in financial customers’ existing systems and applications, and dramatically enhance and automate decision making processes for their business users.

How they describe their product/innovation: GoodData will demonstrate how to leverage machine learning as part of a complete Enterprise Insights Platform to deliver prescriptive insights at the point-of-work to assist in providing credit to unbanked applicants.

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

Contact

Bus. Dev.: Bill Creekbaum, VP Product, [email protected]
Press: Amy Duryea, Sr. Manager Customer & Partner Marketing, [email protected]
Sales: Chris Matthews, VP Sales, [email protected]

How they describe themselves: Strategically combine new technologies and new business models into the financial world to elevate financial services to a new level. FUCO&SOLUTION is specializing in assisting financial institutions in customer communication and account management with innovative, interactive Robo-Statements. We provide one-stop, easy-to-use and personalized statements for banks to communicate with their customers in the Greater China region.

We at FUCO & SOLUTION believe statements today are still the most natural, direct, and efficient channel for banks to communicate with customers. By knowing your customers’ profile and interests, you can not only provide personalized account information but also strengthen account management individually. Everyone is the VIP, but how to engage? By using custom-made Robo-Statement to contact your customers repeatedly through this trusted tool

How they describe their product/innovation:

– Account Holder Management

✓ Tailor made to fit different customer profiles with flawless UI design.

✓ Just-right-for-YOU financial plan: customers can fill out different on-line questionnaires allowing the bank to provide specific financial products, investment plans, special offers etc.

✓ On-line application feature: customers can simply complete all the applications with one click.

– Customer Communication

✓ Omni-channel feature: our customer communication module provides touch points for emails, SMS and social media etc., allowing customers to communicate interactively. Moreover, it can be used for marketing promotion, QR code and polls as the basis for analysis of customer behavior.

– Data Analysis

✓ Data Analysis is the heart of our system. When providing new services, products, or new experiences, by using precise data analysis is essential pitch.

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

Contact

Bus. Dev. & Sales: Alex Lin, Chairman and CEO
Press: Amy Chang, Manager, Events

How they describe themselves: Customers expect the right information, where and when they need it. In turn, financial institutions require digital channels that deliver personalized experiences. Generating a 360 view of every customer means overhauling legacy systems and consolidating disparate sources of data. Flybits is a context-as-a-service product that simplifies how you convert data into business intelligence. Harness all sources of data – proprietary, public  from device sensors and real-time user behavior – to deliver personalized digital experiences. We take care of unifying different data structures so that our customers can focus on customer engagement, without worrying about the cost of building and maintaining their IT infrastructure.

How they describe their product/innovation: The Flybits Experience Studio is an experience management platform that allows financial institutions to create and deliver personalized digital experiences to their customers.

The process is simple: associate content, like a promotion or product recommendation, with different sources of context, such as account profile (i.e. student or high net worth), transaction records, credit score, historical buying patterns, and more. Using Experience Studio, financial institutions can:

• Deliver hyper personalized digital experiences at scale
• Modify app or mobile web content and behavior in real-time
• Reduce the bottleneck between marketing and development teams
• Collect real-time analytics that become historical context to optimize future campaigns
• Minimize setup, infrastructure and maintenance cost

Product distribution strategy: Direct to Business (B2B)

Contact

Bus. Dev. & Sales: Paul Kayser, VP Sales, [email protected]
Press: Portia Tudhope, Marketing Manager, [email protected]

How they describe themselves: Finicity enables a financial data-sharing ecosystem that is secure, inclusive and innovative. Through its real-time financial data aggregation and insights platform, Finicity provides solutions for financial management, payments and credit decisioning. It is also leading the development and promotion of industry standards. The company has developed more than 16,000 bank integrations, with the vast majority through connections that provide access to formatted bank data, improving information access and accuracy. Finicity is the winner of API World’s 2016 Finance API of the Year. To learn more and test-run the rock-solid API today, visit www.finicity.com.

How they describe their product/innovation: Verification of Income (VoI) and Verification of Assets (VoA) are the first products to be delivered as part of a growing stable of credit decisioning solutions from Finicity that utilize consumer-permissioned transaction data.  These solutions are aimed at lenders looking to free up resources, improve accuracy and reduce fraud, all while giving borrowers a paper-free, hassle-free experience. In addition to verification of income and assets, Finicity is developing other technologies that will propel the lending space forward in a digital age. Finicity believes by using owner-permissioned data, lenders will be able to better serve borrowers with thin credit files or no credit history at all.

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

Contact

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

How they describe themselves: Ephesoft, Inc. delivers cloud-based, advanced document capture technology that extracts meaning from unstructured content.  Ephesoft’s smart capture solutions are employed by hundreds of leading organizations to automate millions of transactions every day, from streamlining mailroom correspondence to invoicing, mortgage applications and other document-driven business processes.  Additionally, Ephesoft produces innovative document analytics solutions that apply big data technologies to normalize data from document repositories and provide actionable information to support mission-critical decision-making and operations.

How they describe their product/innovation: Ephesoft Insight is a Big Data analytics platform that extracts meaningful and actionable information from an often untapped resource – data trapped on unstructured documents and images- to support mission-critical decision-making and operational efficiency. Through patented machine learning technology employing a big data-compatible, open-source architecture, Ephesoft Insight enables organizations to  extract information from unstructured content, identify relevant data across documents and sources,  isolate patterns and anomalies within massive document sets, and support operational planning with predictive analytics.

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

Contact

Bus. Dev.: Alex Welsh, VP Analytics Practice, [email protected]
Press: Tim Dubes, VP Marketing, [email protected], 949-335-5335. ext 501
Sales: Richard Bosworth, SVP Bus. Dev., [email protected]

How they describe themselves: The Eltropy SaaS platform improves share of wallet, client acquisition and productivity of client-facing teams in banks, financial services and insurance firms.

Our customers leverage our content delivery, automation, alerts, and compliance flows to connect corporate teams, advisors, salespeople and clients through the messaging apps that they prefer most.

In addition to client engagement, Eltropy also makes internal processes digital by automatically updating Salesforce, Microsoft Dynamics and other existing systems with structured, client-generated data for predictive analytics.

Eltropy has a growing client base in 23 countries around the world.

How they describe their product/innovation: Eltropy is a conversational commerce platform for financial services firms.

HQ groups engage and train client-facing employees. Marketing engages clients on behalf of salespeople and advisors. Salespeople and advisors conduct digital conversations with clients from Salesforce, Microsoft Dynamics, Outlook, iMessage and other apps. Eltropy archives these digital conversations and analyzes them to recommend next steps.

Eltropy, equally importantly, addresses the changing needs of today’s digitally-empowered clients, who want information at their fingertips, at any time and to communicate over text and other messaging platforms.

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

Contact

Bus. Dev.: Gayathri Kalyanaraman, Business Development Director, [email protected]
Press & Sales: Troy Pittock, VP Sales, [email protected], 650-906-8575