How they describe themselves: Buckzy Payments Inc. is a fintech company headquartered in Toronto, Ontario, Canada. Buckzy enables a “real-time” cross border payments ecosystem for sending and receiving money instantly between bank accounts and wallets 24×7, 365 days a year with zero transaction fees. The network technology platform enables cross border money movement between banks and 3rd party wallets to enable remittance, bill payments and P2P consumer transfers.
How they describe their product/innovation: Buckzy solutions for peer to peer payments is a money transfer ecosystem that allows you to transfer and receive money in real-time. You can send and receive money instantly through bank to bank transfers, make international bill payments, have local currency wallets, make instant on the go digital wallet transfers and top ups along with multi-currency transfers and instant email money transfers – all with no transaction fees and a few simple clicks on your desktop of digital device.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: CK Semlani, Chief Bus. Dev. Officer, [email protected], 212-600-4900
Press: Lindsay Mulligan, CMO, [email protected]
How they describe themselves: Our company, BreachRx, has built SaaS-based software that automatically generates tailored breach response plans in the aftermath of a data breach. We do not defend against data breaches; we use a technology-first approach to help companies recover from a breach event effectively and efficiently. Our product will save enterprises millions of dollars in breach response costs.
How they describe their product/innovation: Our incident response platform is designed to help financial institutions recover from data breaches/cyber incidents more efficiently and in compliance with their regulatory and contractual obligations. Data breach response implicates several business functions including: IT, compliance, general counsel, outside counsel, communications/PR, and the C-suite. Our platform allows all of these disparate areas of the business to collaborate on the response in one place, in real-time, and to automate as many parts of the process as possible.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Anderson Lunsford, CEO, [email protected]
How they describe themselves: Breach Clarity was founded in 2019 by industry veterans to empower consumers and their trusted financial provider experts to more effectively address risks of post-compromise fraud. Financial institutions who license a Premium version of the POC found on www.breachclarity.com can partner with their customers to improve account security, trust, financial health, and lower costs associated with third-party breaches.
How they describe their product/innovation: Simply enter the name (Anthem, Yahoo, etc.) of any publicly-reported data breach, and our dynamic patent-pending algorithm computes a 1-10 ID fraud risk rating, top identity-holder risks, and action steps (from freezing credit to adjusting FI alerts) that best reduce risk of all relevant identity crimes. First-mover delivery is early 2020, and follow-on versions will API to HaveIBeenPwned, dark web sources, and bill and merchant payment records to find affected breaches, along with FI account controls and more.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Al Pascual, COO, [email protected]
Press: Jim Van Dyke, CEO, [email protected] & Al Pascual, COO, [email protected]
How they describe themselves: Boss Insights’ big data and AI platform accelerates lending from months to minutes. Our Smart Capital product suite offers automated screening, due diligence, and portfolio management supporting lenders undergoing the digital transformation. We empower lenders to serve the businesses of today and tomorrow, by providing real-time insights to decrease risk and increase revenue opportunities.
How they describe their product/innovation: Boss insights’ Smart Capital platform accelerates the lending process from months to minutes. The platform provides access to data-driven insights to speed-up the lending process. The suite includes three products:
- Smart Screening – automates tracking and data to identify appropriate companies
- Smart Due Diligence – presents dashboards of borrowers by integrating with companies’ software to automate and secure the data sharing process
- Smart Portfolio Management – curates real-time information on a dashboard and aggregates it to portfolio level
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Keren Moynihan, CEO
Press: Aakanksha Nair, Marketing Manager
How they describe themselves: Boost.ai is a Norwegian company that has developed conversational artificial intelligence to power virtual agents. Conversational AI is the ‘brain’ of a virtual agent, giving it the ability to understand human needs and then act on them quickly and correctly. By automatically resolving inquiries and processing transactions in a popular and easy-to-use interface – the chat window – forward-thinking organizations are meeting the demands of tech-savvy consumers and future-proofing their business.
How they describe their product/innovation: Today’s consumers demand constant availability and access to instant self-service – no matter what service you provide. In short, they won’t accept having to wait. A virtual agent, built with true conversational AI, makes sure they never have to. A virtual agent has the power to improve every customer interaction – by either resolving it on the spot or forwarding the request to a human – reducing waiting times to mere seconds.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Henry Vaage Iversen, CCO & Co-Founder, [email protected]
Press: Kristian Mossige, CMO, [email protected]
How they describe themselves: Adlumin, Inc delivers a cost efficient, easy to use, and simple to integrate, cloud-native security and compliance automation platform built exclusively for the financial services market. Banks across the United States use Adlumin to discover threats, malfunctions, and IT operations failures on their IT systems and core banking solutions; and use that data to automate compliance and regulatory requirements levied by regulators and insurance providers.
How they describe their product/innovation: The regulatory environment faced by financial institutions is immense. Federal and state regulators, insurance companies, and private sector firms have increased the level of logging, log retention, and analysis required of their constituent banks year over year. Banks using Adlumin have a unique advantage in this domain through our core banking integrations, FFIEC CAT automation, and Snapshot 365 storage and encryption service.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Timothy Evans, VP Bus. Dev., [email protected], 202-352-8001
How they describe themselves: BodesWell helps your customers achieve the life they dream about. We take bank and investment transaction data, combine it with economic models of the future and present it in a beautiful, easy to use interface. From there, we let you choose your top life goals and take steps towards making them happen. We are seeking a distribution partner to help bring this innovation to market.
How they describe their product/innovation: We are demonstrating our new web-based 100% digital financial planning application.
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Matthew Bellows, CEO, [email protected]
How they describe themselves: BlytzPay is on a mission to level the paying field. Payment inclusion to us means providing a solution that allows different socioeconomic classes an equally convenient, secure, efficient opportunity to participate in the world of digital payments. With a significant percentage of the world being cash-preferred customers and a younger generation that is focused on real-time payments, we provide a mobile point of sale that serves all consumers – the top one percent, the bottom one percent, and everyone in between – including people of all ages.
How they describe their product/innovation: We provide solutions that allow customers to communicate and pay via text interaction. BlytzPay is as easy as TEXT. PAY. DONE. Whether you need to send an alert for bill payment or tell your customer about the latest and greatest your company has to offer, BlytzPay’s customer communication management system allows merchants and customers to use the same two-way text communication they use with family and friends. Coupling communication with a mobile point of sale arms your business with a powerful collection tool that accepts cards, ACH, and cash.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Trevor Atwood, SVP Sales, [email protected], 801-897-4629
How they describe themselves: Born in a converted piano factory east of Toronto’s financial district, BlueRush empowers financial clients with interactive personalized videos which create engagement, motivate customer action, and gain valuable data insights for marketing optimization and a deeper understanding of the customer.
How they describe their product/innovation: BlueRush markets an interactive personalized video platform called IndiVideo. IndiVideo improves marketing and sales performance across the buyer journey from acquisition to engaging statements and customer retention.
Predictive analytics and customer data can filter through IndiVideo for intelligent video production. Customer interactions with personalized videos are captured for data analysis and deeper customer understanding.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Ted Mercer, VP Sales, [email protected], 416-203-0618 ext. 182
Press: Rielle Ullberg, Marketing Manager, [email protected], 416-203-0618 ext. 234
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:
- Finding plan opportunities
- Connecting with plan sponsors and building relationships
- Identifying fiduciary risk factors in plans
- Presenting multiple solutions to remedy these problems
- 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
