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

How they describe themselves: Ellie Mae’s cloud-based Encompass Lending Platform and Encompass Connect Solutions are delivering the American dream of homeownership. Automated, so lenders of all shapes and sizes can ensure compliance and close quality loans faster. Innovative, so lenders can deliver the high-tech service and human-touch support homebuyers expect. Connected to a growing network of partners and developers who build, innovate and extend. Inspired and supported by dedicated employees focused on customer success.

How they describe their product/innovation: Encompass Consumer Connect helps turn interest into applications with a next-generation online experience that lets consumers complete applications, provide and receive information, order services, and connect with your company on a deeper level.

Encompass Developer Connect provides a wealth of tools and resources to help you innovate, including:

Application programming interfaces (APIs): Easily customize and extend Encompass capabilities and integrate external data and solutions

Interactive documentation: Find what you need quickly, without navigating through multiple pages

API playground: Test drive our APIs and explore new capabilities

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

Contact

Bus. Dev.: Parvesh Sahi (SVP Business Development)
Press: Erica Harvill (Sr. Corporate Communications Director)
Sales: Jeff Benjamin (SVP Sales)

At Ellie Mae (NYSE:ELLI), we’ve been changing what’s possible in the mortgage business since 1997. And while the industry has changed, our mission to automate mortgages so lenders can achieve compliance, quality and efficiency hasn’t. We serve banks, credit unions and mortgage companies of all sizes. We’re committed to our clients. We’re committed to the mortgage business. And we’re committed to innovating how mortgage professionals work, and work together, to originate, process and close high-quality, compliant loans.

Presentation

Ellie Mae Encompass Developer Connect

Ellie Mae is launching Encompass Developer Connect, one of the Connect solutions on the Ellie Mae Encompass Lending Platform. The Encompass Lending Platform gives customers, partners and independent software vendors a secure, scalable platform plus a suite of Application Program Interfaces (APIs) and developer resources to enable them to extend Encompass with new functionality, easily integrate Encompass with external systems and data, and build custom applications in the cloud. Ellie Mae will demonstrate how a developer can leverage its new RESTful APIs to access loan data, get real-time web-hook notifications on the loan file, and trigger Ellie Mae Network services.

What You’ll Learn

• How developers can leverage the new Developer Connect RESTful APIs to access loan data, get real-time web-hook notifications and trigger Ellie Mae Network services
• How to build and deploy solutions on the Ellie Mae Encompass Lending Platform to speed mortgage innovation, improve efficiency and ensure compliant loans from application to close
• How Ellie Mae is changing the mortgage industry through the launch of the first open lending platform

Presenter

Jeff Collins, VP, Platform Engineering

linkedin.com/in/iamjeffcollins | @jcollins21 | [email protected]

Fiserv (NASDAQ: FISV) is a global organization with more than 13,000 clients and 22,000 associates worldwide. The company takes pride in its mission to enable clients to achieve best-in-class results driving quality and innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management, and Insights & Optimization. The company is highly regarded for its leadership and innovation in financial services technology and services, including award-winning solutions for mobile and online banking, payments, risk management, data analytics, and core account processing.

Presentation

Payments Processing: Bank-Grade Standards, Now Available to Anyone

Businesses want an easy and low cost way to move money so that they can focus on growing their core businesses. At the same time, consumers want an easy, fast and safe way to pay. Fiserv is entering the market with payment processing capabilities that will bridge this gap more effectively than ever before. Fiserv has developed a new SDK which includes APIs that will enable fin-tech companies, along with companies in any industry, to take advantage of Fiserv’s expertise in payment processing and vast data set, which is currently deployed at over 4,000 financial institutions and used by over 35 million consumers. This SDK enables developers to leverage Fiserv’s proven secure and reliable payment processing, as well as industry-leading risk management capabilities, to launch a seamless and easy-to-use way for businesses to collect payments.

What You’ll Learn

• Easy Integration: REST APIs, UI widgets and SDKs connect clients quickly to the Fiserv payment networks
• Faster Payments: Fiserv’s standard transactions provide the fastest posting & funds availability in market. FISV’s payment networks deliver standard, next day and a roadmap to real-time settlement
• Bank-grade payments and expertise benefit
  

Presenters

Jon Zimmermann, Sr. Product Manager

Paul Diegelman, VP, Electronic Payments

Finicity is a real-time financial data aggregation and insights provider. Our goal is to create a financial data-sharing ecosystem that is secure, inclusive and innovative. Finicity provides data solutions for financial management, payments and credit decisioning. With that said, at our core, we’re about helping people have better financial insights so they can make better decisions. We believe this happens by enabling our FI and fintech partners to innovate faster than ever. So we deliver the content they need, when they need it, how they need it, consistently and securely.

Presentation

The Frictionless Aggregation Experience

We will demonstrate our new Finicity Connect drop-in UI widget. With Finicity Connect we simplify the process for developers of financial management, payment, and credit decisioning applications to more rapidly stand up Finicity’s real-time data insights and aggregation services. This solution provides a production-ready add-account and manage account capability that also offers enhanced security. We will demonstrate Finicity Connect through the experience of credit decisioning, where developers need to integrate our capabilities into the loan origination system.

What You’ll Learn

• Developers and solution providers can integrate a rapid and seamless add accounts process for aggregation.
• Through Finicity’s modern RESTful API, solution providers can easily access our real-time data.
• Finicity is implementing industry-leading technology and processes for mission critical data access and data quality.

Presenters

Nick Thomas, EVP & Co-Founder

linkedin.com/in/nicholasathomas | @nickthomas | [email protected] | 801.984.4222

Nick Thomas is EVP & Co-Founder of Finicity, a leading data aggregator enabling innovation in financial services and the fintech industry through its modern RESTful API and Finicity aggregation platform. He heads up Finicity’s data services business. Nick holds seven U.S. and International Patents.

Jessie Morris, Director, Software Development

FairCom is a pioneer in the software industry; the first company to offer a commercial package using b-tree algorithms on microcomputers in 1979. Today, FairCom maintains its sole technical focus on database technology, continuously enhancing its core database technology while keeping up with the latest industry platforms and APIs. FairCom’s c‑treeACE engine is the industry’s choice solution for enterprise data providing the most powerful simultaneous access to multimodel NoSQL and SQL, giving developers in companies of any size the control to customize their database, and ultimately enhancing performance gains.

Presentation

Is Your Bank Account Eventually Consistent? NoSQL Challenges in a Transactional World

NoSQL brought a tremendous advantage for developers to innovate in the V-cube era, especially true in financial systems, with new disrupting business models, applications and solutions. There are new startup FINTECH companies in areas such as payment systems, fund management, retail banking, and CEP, and they all have in common the usage of NoSQL databases to innovate on the kind of information that they can extract – and sell – from the data. But a critical requirement of this industry has always been trust, which translates into supporting ACID transactions, a feature most always not available in the majority of these eventually consistent databases. This presentation analyzes the challenges most common NoSQL databases impose on such systems and potential alternative solutions.

What You’ll Learn

• The advantages of using new technologies, such as non-relational databases, and how they allow FINTECH companies to innovate in traditional areas
• What critical components and features of a traditional relational database are fundamental for FINTECH companies and should not be ignored when developing a new system
• How to innovate safely, avoiding pitfalls and dangers of using new, hyped technologies in traditional areas, combining both good old technologies with brand new concepts

Presenter

Evaldo Horn de Oliveira, Director of Business Development

linkedin.com/in/eholiveira | [email protected] | 573.445.6833

Evaldo is the Director of Business Development for FairCom Corporation, a high-performance database technology company providing a complete line of data management tools and an engineering-level solution for NoSQL high-speed data indexing. Evaldo deals with FINTECH companies like Visa, Thomson Reuters, BoNY, among others.