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.

FixNix was born as a solution to the governance, risk & compliance (GRC) problem, and it is the world’s first Pure play SaaS model with a vision to radicalize GRC solutions at affordable prices. The startup provides GRC solutions to growth markets ranging from India to Africa. Our GRC suite was adjudged as “Best Cloud Security Startup” at IEEE Cloud Conclave. The suite also won the Microsoft Bitzspark Challenge and was awarded $60,000 worth of Azure cloud credits along with $5,000 cash. In addition, our GRC product was the RSAC Innovation Sandbox Winner for 2015.

Presentation

RegTech – FreshGRC and Regulatory Risk Data Lake

Presentation is about the launch of the new product “FreshGRC,” which will automate compliance. Our tool will help follow compliance as a culture in the organization. We will showcase the various models built in a single platform to solve the GRC problem.

Regulatory Risk Data: Piloting this concept, data lakes take advantage of commodity cluster computing techniques for massively scalable, low cost storage of data files in any format. This solution will help the global banks to delve deep the unstructured risk from public sources along with their regular risk information to file reports to regulators.

What You’ll Learn

• The presentation will provide a wide knowledge on the GRC space and how the process of compliance is simplified using our tool by eliminating the redundancies and irregularities
• The workflow of the business process of how being a Cloud player in GRC helps in small and medium level enterprises
• How FixNix can make a difference in the field of GRC and how data lakes will help global banks mitigate risks and involve better compliance procedures

Presenter

Shanmugavel Sankaran, CEO

linkedin.com/in/shanmugavels | [email protected] | +91 87 90 878 222

Shanmugavel founded FixNix in November 2012 and, as the CEO, has been setting the foresight and focus of the company. Prior to FixNix, he worked as Chief Information Security Officer at MartJack where he was responsible for handling information security for the company. Mastered with extreme bootstrapping skills, he has driven a new wave in India.

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 networks and merchants, helping them increase sales and performance across all locations, 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. GoodData is headquartered in San Francisco and backed by Andreessen Horowitz, General Catalyst Partners, and others.

Presentation

Turning Data Into Profit and Accelerating Digital Transformation

GoodData will demonstrate how to leverage the tremendous amount of latent data that financial services organizations have and turn it into actionable insights delivered to thousands of business users at their point-of-work, helping them improve the quality, efficiency, and profitability of each decision they make every business day of the year. Specifically, we’ll look at how to embed machine learning augmented insights of your business users’ transactional systems, ensuring that they have the best guidance available in the context of where they work.

At the end of the year, these better daily business decisions will result in significant growth, customer satisfaction, and competitive differentiation.

What You’ll Learn

• Boost profits and productivity by augmenting and automating millions of discrete decisions.
• ‘Radical personalization’ is now the expectation for consumer touchpoints; business users should expect the same when interacting with analytics.
• Data enrichment is a precondition for better models.

Presenters

Bill Creekbaum, VP, Product

linkedin.com/in/billcreekbaum | @wcreekba | [email protected]

As VP of Product at GoodData, Bill is focused on delivering market leading analytics products and services that help customers drive their overall business network performance. Bill has been in product management and product marketing for nearly 20 years and for the past 10 has been focused on successfully delivering SaaS and Cloud Applications.

Grant Salisbury, Head of Sales Engineering

linkedin.com/in/grantsalisbury1 | 415.200.0186

As Head of Sales Engineering, Grant helps global companies create collaborative data products and smart business applications that drive innovation across their business ecosystems. Formerly an executive at a multi-national NGO leading post-conflict reconstruction programs, Grant has extensive experience launching, scaling and running data-driven, global projects.

HackerOne is the #1 bug bounty and vulnerability disclosure platform, connecting organizations with the world’s largest community of trusted hackers. More than 750 organizations, including The U.S. Department of Defense, General Motors, Uber, Twitter, Square, GitHub, Nintendo, Kaspersky Lab, Panasonic Avionics, Qualcomm, Square, Starbucks, Dropbox and the CERT Coordination Center trust HackerOne to find critical software vulnerabilities before criminals can exploit them. HackerOne customers have resolved more than 40,000 vulnerabilities and awarded more than $15M in bug bounties. HackerOne is headquartered in San Francisco with offices in Seattle, Los Angeles, North Carolina, and the Netherlands.

Presentation

Tapping Hackers to Improve Security

Bug bounty programs are popping up all over the place, as more and more companies embrace collaborating with friendly hackers to find vulnerabilities before cyber criminals have a chance to exploit the same bugs for nefarious purposes. Today, most fintech companies are running these programs in private. Whether you run an active bug bounty program, or if your security@ email address is routed to /dev/null, this session will help attendees shed blind dogma and walk away armed with an analytical approach towards building an effective vulnerability disclosure program.

What You’ll Learn

• How external hackers can help assess and quantify your security posture
• Why a bug bounty program isn’t right for you
• The building blocks of a vulnerability disclosure program and how to measure its impact on your software development lifecycle

Presenter

Michiel Prins, Co-Founder

linkedin.com/in/michiel3 | @michielprins | [email protected] | 510.274.0867

Michiel Prins co-founded HackerOne, the #1 bug bounty and vulnerability disclosure platform, connecting organizations with the world’s largest community of trusted hackers. He is an information security expert, hacker and developer. Michiel has been finding critical software vulnerabilities in technology for over 10 years.

How they describe themselves: Boards are demanding CEOs demonstrate more visibility and transparency on relevant gains achieved through innovation spend, while CROs must assess and measure the balance between risk, compliance and innovation. GainX, the world’s first Innovation Strategy Management platform, helps FSIs achieve measurable impact through their innovation efforts today and realize real competitive advantage on the global stage.

GainX’s three integrated applications: Insights™, Intellect™, OpenThinking™ help FSIs drive a measurably improved ROII, enable greater engagement and achieve significant market impact. Our primary markets include Fortune500s and Global1000s in FSI, Retail, Automotive and Health.

How they describe their product/innovation: Ideas do not follow a hierarchal structure. With Insights Flow-AI, GainX easily pinpoints where ideas and change initiatives get stuck in the “clay layer” and identifies the behaviours and archetypes that lock, block or accelerate ideas. With this data-driven knowledge, FSIs can accelerate innovation, change, and transformation throughout the entire enterprise, saving millions in waste and generating disruptive market opportunities. FSIs also need to compete for world-class talent to innovate and to succeed in tomorrow’s digital economy. Insights Flow-AI provides continuous insight to evolve and accelerate digital transformation. FSIs gain real time visibility into talent assigned to projects today and are provided with an understanding of exactly what they need to do to close the delta to compete in the digital economy month over month, year over year.

Product distribution strategy: Direct to Business (B2B)

Contact

Bus. Dev.: Laura Meadows, [email protected],+1-647-460-2240
Press: Ellyn Winters, Ignition Communications, [email protected], +1-519-574-2196
Sales: Lucas Oldfield, [email protected], (m) +1-519-897-0704