How they describe themselves: HotDocs is a leader in document automation technology 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 maximise efficiency and accuracy in the production of business-critical documentation. In financial services, HotDocs is used by large banks and insurance companies to automate various documents, including corporate and commercial lending documentation, customer onboarding, claims processing and policy documents. Use of HotDocs reduces risk, aids compliance, enables standardisation and creates 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, at 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 other applications such as lending platforms, CRM and BPM technologies, or any other system with document output requirement. 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.: Noel O’Connell, Bus. Dev. Manager, [email protected]
Press: Lois McLuckie, Senior Marketing Manager, [email protected]
How they describe themselves: Five Degrees is a digital banking technology provider with offices in the Netherlands, Iceland, Luxembourg and Serbia. Matrix, our core digital banking platform, empowers financial institutions to enter the era of modern digital banking. Matrix connects channels, customers, products, services and the fintech ecosystem. Matrix is designed to provide a fully automated banking services platform. Our client and partner base encompasses retail banks, asset managers, online savings banks and greenfield operations in the financial services industry.
Five Degrees is a three-time consecutive member of the FinTech50 and a Dutch FinTech Awards winner in the Banking IT category.
How they describe their product/innovation: We will demo how to automate on boarding for SME’s with multiple directors, including personal identification, KYC and Dunn & Bradstreet credit checks. We will show how we connect to the SMEs accounting system to do risk monitoring for the bank and predict cash shortages for either risk mitigation or proactively propose an additional credit facility to the client. We will show how easy it is to add another country to an existing lending operation. We will set up a new lending product in the back office (with local tax and fee schemes), add a local KYC/CDD provider to the process flow and use our form template editor to change form fields that are used in the customer interface. We can do this without any coding!
Product distribution strategy: Direct to Business (B2B), through other fintech companies & platforms
Contact
Bus. Dev.: Peter-Jan van de Venn, Chief Commercial Officer, peter-[email protected]
Press: John Carella, Senior Manager Global Marketing, [email protected]
Sales: Keith Morrison, Sales Manager, [email protected] & Santosh Radhakrishnan, Sales Manager, [email protected]
How they describe themselves: FinTecSystems, founded 2014 in Munich by Stefan Krautkrämer and Dirk Rudolf, has specialized in the fully automated financial analysis based on online banking data. With the help of its products FinTecSystems provides precise analysis of the creditworthiness of consumers. FinTecSystems thus enabling banks, financial and payment service providers to take credit decisions in real time. The process of the currently loan application process is slowed down mainly due to media disruption and often requires written form and manual efforts (for example payslips). A digital loan agreement, which is enabled through the FinTecSystems solution, is therefore a requirement for further positive development in the growing market of online loans.
How they describe their product/innovation: We want to demonstrate live a completely digital loan application process at Finovate. Using FinTecSystems’ technology, the loan application process is reduced from weeks to minutes. Banks and financial services providers are able to process smart data-driven credit decisions through the analysis of the data provided by FinTecSystem’s new platform, ACCOURATE, helping to minimise risk. Decisions are based on the information gathered from online banking accounts. FinTecSystems identifies and categorizes the transaction history of the consumer in real-time. The financial picture (we call it CONSUMER FACTSHEET) is transmitted in real time to the bank or financial service which get a sharp individual financial picture of every consumer.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contact
Bus. Dev.: Stefan Krautkrämer, CEO & Founder, [email protected]
Press: Thomas Doriath, PR & Media, [email protected]
Sales: Martin Schmid, CSO, [email protected]
How they describe themselves: Unlock every opportunity with Eyeprint ID™. One look logs you into banking apps and secures your mobile payments. Eyeprint ID has been deployed by dozens of financial institutions for mobile banking and mobile payments – delivering convenient, private and secure authentication to millions of consumers today.
How they describe their product/innovation: Eyeprint ID transforms an ordinary selfie into a key that protects your digital life. This patented, software-only biometric solution is 99.99% accurate and extremely scalable. In less than one second, with no add-on hardware, employees and customers will experience password-free mobility. An Eyeprint can never be lost, stolen or intercepted because it is scrambled and encrypted locally on your locally – it never leaves your device. Eyeprint ID uses existing 1+ MP front facing cameras to image and pattern match the visible vein patterns and unique micro features in and around the eye.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contact
Bus. Dev.: Crystal Peppiatt, Bus. Dev. Manager, [email protected]
Press: Tinna Hung, Director of Marketing, [email protected]
Sales: Chris Barnett, EVP Global Sales & Marketing, [email protected]
How they describe themselves: eToro is the world’s leading social trading network, with over five million registered members from 140 different countries and thousands of new accounts opened each day. eToro’s mission is to revolutionise the way people access the financial markets and make their trading experience more social, simple, enjoyable and transparent. Since launching in 2007, eToro has established itself as the market leader in ‘social trading’, allowing members to communicate, copy and follow each other to harness the wisdom and success of others. The community element is the first of its kind, making trading transparent and open, unlike traditional solitary trading platforms. eToro is regulated by both CySEC in Cyprus and the FCA in the UK.
How they describe their product/innovation: CopyFunds™ for Partners:
eToro disrupts investing, opening its CopyFunds™ platform to partners who can create and distribute their Funds.
Product distribution strategy: Direct to Consumer (B2C)
Contact
Bus. Dev.: [email protected]
Press: [email protected]
Sales: [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. Aditionally, 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 financial institutions, through other fintech companies and platforms, licensed
Contact
Bus. Dev.: Richard Bosworth, SVP Bus. Dev., [email protected]
Press: Tim Dubes, VP Marketing, [email protected]
Sales: David Talarico, EVP North American Sales, [email protected]
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
