How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to financial enterprises and advisors. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, personalized financial apps and services for millions of consumers. More than 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.
How they describe their product/innovation: Envestnet | Yodlee Open Banking API accelerates open banking delivery with secure APIs, strong authentication and extensive account information data model while providing more control to your customer over their data, foster digital innovation internally and externally, build ecosystem of third-party developers and partners, and be compliant to PSD2.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contact
Bus. Dev.: Jason O’Shaughnessy, SVP, ENV | Yodlee EMEA, [email protected]
Press: Jenna Cheng, Sr. Marketing Manager, Public Relations and Social Media, [email protected]
Sales: Michael Field, Commercial Director, [email protected]
How they describe themselves: Engage Insight (Engage) is a research and development consultancy specialising in strategic change management solutions to develop sustainable financial and professional service business models by focusing on client centricity, compliance and conduct. Engage have designed unique consultancy services and a FinTech and RegTech diagnostic platform (Model Office-MO) based on our 5-year research that enables financial and professional service firms to benchmark their services, products and activities against their peers and 5 keys we have found necessary to build a compliant and sustainable professional practice. Engage also offer leadership and executive coaching to ensure firms have fully functional boards and reactive to risk.
How they describe their product/innovation: The digital evolution of the industry has brought both opportunity and challenges. MO diagnostically assesses the business management and compliance development across 5 key areas that Engage Insight’s 5 year research has found are crucial to building a regulatory compliant, digitally engaged professional services firm:
- Your Focus: Strategy, compliance and risk management
- Your Engagement: Client and stakeholder engagement
- Your Promise: Client service proposition
- Your Systems: Operations and service supports
- Your People: Human resource development
MO’s algorithm provides bespoke steers and nudges on how to improve scores across the 5 keys and a scoreboard that provides radar charts and performance dial charts so firms can understand how they rate against their peers and their overall scores. Resources are provided to give personailsed strategic action plans for firms to improve plus continued professional development points and certficate. In a world of principles and risk based regulation, MO adopts a more prescriptive approach so firms can understand how well they are performing and what needs to be done to ensure regulatory compliance and competitive advantage.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contact
Bus. Dev., Press & Sales: Chris Davies, Managing Director
How they describe themselves: Efigence is a technology company specializing in designing customer experience, delivering and implementing innovative technologies and providing consultancy in the field of innovation for banks and financial services. We build web and mobile internet banking platforms with friendly and always tailor-made UI/UX, a forecaster module, a payment and transactions automation module, a seamless journey integration package and semantic search. Efigence combines all these tools within one complete financial platform that supports our customers’ businesses, helps them stand out from the competition and increases customer satisfaction at the same time.
How they describe their product/innovation: Efi4 is a seamless digital banking experience to guide retail banking customers through the complexity of the banking world using a three-screen environment. It’s key usability concepts are to improve customer interaction with the banking environment and to generate revenue for the bank in terms of customer acquisition, upselling and maintenance. What distinguishes Efi4 is the combination of off-the-shelf technological solutions that have been developed by Efigence packaged with a user interface and user experience uniquely designed for each individual bank or financial institution. The benefits of this approach are reliability, affordability and fast implementation of technology, plus a unique look and feel to each application.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contact
Bus. Dev.: Andrzej Szewczyk, Managing Director, [email protected], +48 22 380 13 13
Press: Magdalena Buszek, PR Manager, [email protected], +48 22 380 13 13
How they describe themselves: EdgeLab is a platform which provides intelligence to the financial sector. Thanks to our disruptive risk engine, we allow wealth managers to entirely rethink the advisory process putting clients, their objectives and investment profiles truly at the centre.
How they describe their product/innovation: Search bar using big data and high dimensional analysis to find across over 1 million instruments those which best match the user desired exposure and characteristic.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contact
Bus. Dev. & Sales: Cedric Ullmo, [email protected] & Jean-Jacques Schreamli, [email protected]
Press: Cedric Ullmo, [email protected] & Mathieu Cambou, [email protected]
How they describe themselves: ebankIT is a FinTech Software company that provides truly Omnichannel Digital Banking Solutions, headquartered in Portugal with offices in London and with banking customers in over 20 countries. ebankIT Platform supports all Banking Business in all areas, providing an agile way for integration of external systems, like core banking systems, messaging gateways and all ebankIT channels, accelerating the onboarding of innovation and fintech products. ebankIT provides Banks and Financial Institutions, with the agility and efficiency that enables the Digital Transformation required to stay ahead of your most demanding customer’s needs.
How they describe their product/innovation: ebankIT will showcase how Banks and Financial Institutions can Accelerate their Omnichannel Digital Transformation, being one step ahead and digitally future-proofing banks, with class leading time-to-results. ebankIT has an R&D team, always looking for innovation inside and outside the financial sector, to provide each and every day the latest news and solutions.
- ebankIT Platform
- PSD2
- Artificial Intelligence
- Hololens
Product distribution strategy: Direct to Business (B2B)
Contact
Bus. Dev.: Diana Winstanley, Business Developer
Press: Mário Noronha, Head of Marketing
Sales: Luís Côrte-Real, International Sales Executive, Frederico Lopes, Head of Alliances & Pete Atkinson, Vice President United Kingdom & Ireland
How they describe themselves: Gradatim is an emerging Category leader in OnDemand Cloud Insurance and Banking Systems. We take pride in our mission to enable clients to achieve best-in-class results and our business is aligned to our Customer success. Gradatim is highly regarded for its focus and understanding of the mass-consumer retail insurance and retail banking space and has successfully helped Insurance Companies / banks launch and manage products that address this growing consumer segment. We also take pride in the fact that our Systems address all aspect of Insurance and banking business and have emerged as a viable alternative to legacy Core Policy Administration Systems / Core banking systems.
How they describe their product/innovation: Gradatim will demo the Gradatim MFInsure OnDemand Insurance System – a solution that delivers rapid deployment capability to setup, launch and manage retail and mass-consumer insurance products. We will demo the configuration capabilities instead of having to code. The system provides the ability to create dynamic client segmentations, quickly setup and launch products, setup channels and manage the entire Insurance life cycle. The algorithmic engines can determine and predicts client life events, identify product opportunities and deliver tailored portfolio recommendations to consumers. The systems make it possible to deliver the Digital framework and experience across all channels.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev., Press & Sales: Prakash Viswanathan, [email protected], +91 98861 29905
How they describe themselves: GIEOM is a cloud based software product and analytics company. With a promise of delivering Operational Excellence to its clients, the company offers a unique business visualisation technology with Intelligent linking that monitors, controls and optimises Operations while reducing risk and increasing compliance.
GIEOM enjoys the confidence of more than 100,000 users across 50+ countries globally.
How they describe their product/innovation: We are now working on our next big release which will involve cognitive computing to implement “Human Business Controls”. This system will profile staff on their competency and risk behaviour by analysing data across manual and IT system activities & other environmental variables. This will ensure that the transactions both manual and technology assisted are routed to the right person based on the behavioural analytics.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts:
Bus. Dev. & Sales: Ms Deeptee Kapila, Director Strategic Accounts & Alliance, [email protected], +91 9900061651
Press: Mr Arun Kumar, Director Marketing & Product Management, [email protected], +91 7259177388
How they describe themselves: With major bank clients in Taiwan and China, FUCO&SOLUTION focuses on account management and customer acquisition Fintech platform/solutions. FUCO&SOLUTION is specializing in assisting financial institutions in customer communication with interactive smart statements. We work with the banks to provide high quality, interactive, and personalized statement for banks to communicate with their customers. The statements have the high opening rate, the data analysis smartly suggests precise campaigns and financial products for cross-selling and up-selling. We make the statements interactive also smartly enough to accept the on-line personalized application, which successfully creates a new sales channel for financial institutions.
How they describe their product/innovation: The key spirit of our solution is, people read statements, and statements contain personalized data for targeted marketing on cross-selling and build high clients connection to financial institutions.
While banks are trying to acquire clients without branches, for the new customers, O2O technologies, social networks are integrated in our platform.
Once anyone becomes to customer, the statements are the best and powerful weapon to suggest new financial products to customers.
Five key modules in our product:
- Customer acquisition and communication management.
- Financial product lifecycle management
- Campaign and content management
- On-line application
- Data analysis and product suggestion
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev. & Sales: Alex Lin, CEO, [email protected]
Press: Amy Chang, Event Manager, [email protected]
How they describe themselves: FixNix GRC is a SaaS based platform that can help organizations to automate their complex Information Security workflows like Audit, Risk, Security Incident, Asset, Policy Managements etc.
How they describe their product/innovation: FreshGRC is the companies’ new SaaS based GRC Suite built to cater to the affordable sub $10,000 market. Built for easy customization and quick implementation, the Suite offers a great User Interface for easy use.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts:
Bus. Dev.: Ananth, Head – Biz Dev, [email protected] &
Ajay Prithiv, Biz Dev, [email protected]
Press: Gulshan Iyer, Chief Evangelist, [email protected]
Sales: Vivek, Head – Sales, [email protected],
Muthuraja P, Enterprise Sales, [email protected] &
Ashok Kumar, Enterprise Sales, [email protected]
How they describe themselves: Euronovate is a Swiss company and a worldwide leader in the Business Digital Transformation Solutions, with a main focus on innovative e-signature solutions. Our goal is to transform any paper document used in business processes (contracts, transactions…) into “native” electronic documents with the same legal validity. We apply a one-step software plateform with an end-to-end approach to offer you all the devices you need to achieve completely paperless workflows. We tailor innovation on your existing processes, providing you with legal support, process consulting; design, development and production of hardware devices; design and development of proprietary software platforms and e-cloud services.
How they describe their product/innovation: This solution integrates three different levels of customer identification: microchip reading, PIN code insertion and biometric identification. The latter step, in addition to the traditional methods, guarantees the highest level of security, which is required in banking operations. Biometric data is collected through the signature on a specially designed device that records parameters such as pen pressure, speed and surface detachments. During the enrollment, these parameters are archived in the customer’s profile. Any following signature has to match this data with a customizable percentage of similarity. A user-friendly yet highly secure solution.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions.
Contacts:
Sales: Pietro Lanza, Head of Global Sales & Marketing
How they describe themselves: Finn.ai is a white label virtual banking assistant, powered by artificial intelligence (Siri for your bank). We help digitally savvy financial institutions put a ‘personal banker’ in every customer’s pocket, helping them to manage their money wherever they are, whatever they need via a simple, natural conversation. Finn.ai includes includes integration with major messaging and voice platforms, as well as plug-ins for established iOS and Android apps and websites. Our secure, easy to integrate platform is used by leading financial institutions and banks to delight customers, improve loyalty and reduce call center and IVR volume and cost.
How they describe their product/innovation: Finn.ai is a enterprise ready white-labelled virtual banking assistant. Our platform helps banks connect to customers where they already are, including ‘Bots’ for Facebook Messenger, Amazon Alexa, SMS, web-chat and more.
Our full featured Conversational Banking assistant enables customers to:
- Chat to customer support in 3rd party messaging platforms
- Augment human agents with AI, reducing costs and improving service
- A Personal Financial Management assistant
- Smart balance and transaction alerts
- Pay bills, pay friends and transfer money between accounts
- Find ATMs and Branches
Product distribution strategy: Direct to Business (B2B), primarily retail banks and financial institutions
Contacts:
Bus. Dev.: Jake Tyler, CEO, [email protected] &
Ruby Lin, Business Development, [email protected]
Press: Meredith J Powell, Public Relations Manager, [email protected]
Sales: For sales inquiries, contact [email protected]
How they describe themselves: Eyeprint ID, created by EyeVerify, is deployed by dozens of financial institutions – delivering convenient, secure, private authentication to millions of consumers. It will soon be part of a global identity management platform used by businesses and consumers everywhere to turn trust into wealth.
EyeVerify was acquired by Ant Financial Services Group in September 2016. It operates as a wholly-owned subsidiary based in Kansas City.
How they describe their product/innovation: Eyeprint ID is a patented, software-only biometric solution that is 99.99% accurate and extremely scalable. An Eyeprint can never be lost, stolen or intercepted because it’s scrambled and encrypted locally – it never leaves your device. Eyeprint ID uses any existing 1+ MP smart device camera to image and pattern match the unique pattern of eye veins and other micro features in and around the eye. Eyeprint ID is the only biometric that protects your data with a high entropy encryption key – equivalent to a 50-character complex password.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev. & Sales: Chris Barnett, EVP Global Sales & Marketing, [email protected], +1-312-961-8960
Press: Tinna Hung, Director of Marketing, [email protected], +1-913-200-2344
