How they describe themselves: InvoiceASAP is the first fully integrated Mobile Invoice Network with Secure Cloud Storage. Users create and send invoices & estimates on a mobile device and attach rich media like signatures, photos and audio files providing a new standard in documentation. InvoiceASAP provides full integration with accounting platforms like QuickBooks and QuickBooks Online. Deep CRM integrations provide a totally integrated user experience. InvoiceASAP is an open platform with a public developer API for customized Mobile Enterprise solutions.

How they describe their product/innovation: InvoiceASAP is showing how the platform works with QuickBooks Online, Capital One Spark Payments for mobile payments, and mobile printing using the Zebra (Nasdaq: ZBRA) family of Bluetooth printers. We’re launching the Zebra printer integration on stage as well our open API for Enterprise developers.

Contacts:

Bus. Dev., Press & Sales: Paul Hoeper, CEO, [email protected], skype: Paul.Hoeper

How they describe themselves: Jemstep.com is an online investment advisor that is changing the way people plan and invest for retirement with an easy-to-use online service that helps them maximize their nest egg without undue risk. Using patented technology and proven portfolio management methodologies, Jemstep shows people exactly what to buy, sell, and hold in order to maintain the optimal portfolio for their retirement goals and financial situation. Providing the high-caliber, personalized advice that has traditionally been available only to wealthy investors, Jemstep empowers all investors to take charge of their retirement planning and invest with confidence.

How they describe their product/innovation: Jemstep Portfolio Manager is an easy-to-use online service that helps people lock in more money for retirement. It gets to know each person’s financial circumstances and preferences, and, in minutes: (1) Projects the amount of money their current portfolio will give them to spend in retirement; (2) Recommends a target portfolio optimized to generate more money; (3) Spells out an Action Plan detailing what to buy and sell in each of their accounts (including their 401k), helping them minimize taxes, reduce fund fees, and select top-quality investments; (4) Keeps people on track with continuous monitoring that watches for changes in their profile, portfolio, and the market and alerts them when it’s time to make a change.

Contacts:

Bus. Dev. & Sales: Simon Roy, President, [email protected], 650-492-5642
Press: Suzanne Pallo, Sr. Director Marketing, [email protected], 408-886-4137

How they describe themselves: Kabbage has pioneered the first financial services data and technology platform to provide funding to small businesses in fewer than 7 minutes. Kabbage leverages data generated through business activity such as seller channels, social media, shipping data, and other sources to understand performance and deliver financing to small businesses.

How they describe their product/innovation: Kabbage has partnered with Intuit to provide simple and easy access to funding for QuickBooks customers. Kabbage is the first company on Intuit’s QuickBooks Financing Platform to underwrite customers solely based on QuickBooks data. With Kabbage, customers receive instant approvals; funds can be available within minutes when they use PayPal to receive funding.

Contacts:

Bus. Dev.: Sam Wheeler, VP Business Development, [email protected]
Press: Ann Noder, Pitch PR, [email protected]

How they describe themselves: Kofax® is a leading provider of smart capture and process automation software and solutions for the business critical First Mile of customer interactions. These begin with an organization’s systems of engagement, which generate real time, information intensive communications from customers and provide an essential connection to systems of record (large, enterprise applications and repositories not easily adapted to contemporary technology). Kofax improves the customer experience and reduces operating costs for increased competitiveness, growth and profitability.

How they describe their product/innovation: Kofax will demonstrate how banks can onboard customers to specific products, services or accounts and capture customer content, data, and documents in support of the onboarding process directly from the mobile device. Customers will be prompted to submit information that is automatically extracted, validated for accuracy, and then utilized in the decision process. In cases of exceptions or errors, users will interactively be guided through the resolution process of providing a trailing document (supplemental information) or providing additional clarification or information for the purpose of opening the account.

Contacts:

Bus. Dev.: Diane Morgan, [email protected], 949-378-3158
Press: Gina Ray, [email protected], 949-370-0941
Sales: Drew Hyatt, SVP Mobile, [email protected], 415-999-8870

How they describe themselves: Leaf empowers small business owners to run and grow their businesses by providing a mobile payment platform built for local commerce. Leaf’s cost-effective platform helps retail stores, restaurants, and other local merchants improve the speed and ease of checkout, and offers easy-to-use business management, analytics and customer engagement. By making the complex tasks of running a business easy, Leaf allows merchants to spend more time focusing on what’s important – the needs of their customers.

How they describe their product/innovation: Leaf will unveil the second generation of its LeafPresenter. Out-of-the-box, the LeafPresenter tablet lets small business owners create a virtual version of their store: catalogs, items, customers, employees and inventory. The device can be set up in minutes and is designed to be handheld or stationary in its base so merchants can immediately begin accepting payments, analyzing business performance and engaging with their customers. By supporting numerous payment technologies, the LeafPresenter gives merchants the power to work with the credit card processor, gift card provider or next generation payment options of their choice, including PayPal, LevelUp and various digital wallets.

Contacts:

Bus. Dev.: Aron Schwarzkopf, CEO, [email protected]
Press: Keri Bertolino, SVP, fama PR, [email protected], 617-986-5007
Sales: Alex Mackenzie, Director Sales, [email protected], 617-877-2332

How they describe themselves: LendUp is an online socially responsible lender that makes loans to borrowers that banks and credit unions decline. LendUp is the creator of the LendUp Ladder, an innovative program that uses small dollar loans to provide a path out of the payday loan debt trap and help borrowers build credit. LendUp is accessible on any web-enabled device and offers first time borrowers up to $250 for up to 30 days and proven borrowers up to $1,000 for up to a year.

How they describe their product/innovation: The LendUp Ladder changes the dynamics of a small dollar loan: rather than being a dangerous first step into cycle of debt, small dollar loans become an opportunity to learn good financial behavior and to build credit.

Contacts:

Bus. Dev., Press & Sales: Kate Schwartz, Head of Marketing, [email protected]

How they describe themselves: LICUOS is the global B2B payment platform where businesses can compensate and settle their commercial debts. The platform provides netting, payment and funding services for accounts receivable and payable for businesses, allowing them to reduce their dependence on the traditional banking system alternatives to significantly improve their working capital and cash flow management.

By applying our solution, businesses from all economic sectors and sizes, including public administration and nonprofit, achieve an important reduction in their funding needs and credit risk exposure.

How they describe their product/innovation: LICUOS is demoing its core technology: a unique proprietary and patent-pending technology that enables an efficient and highly secure processing of accounts payable and receivable transactions, 24/7 and in real-time, to deliver the best financial optimization and user experience. Our algorithms automatically identify and generate the most convenient and efficient netting, payment and funding proposals. They manage all of the associated transactions that allow businesses to significantly reduce or eliminate their commercial debts. LICUOS gives businesses full control and visibility into the payment process and allows them to easily communicate and negotiate with their business partners.

Contacts:

Bus. Dev., Press & Sales: Iker de los Ríos, Co-Founder & CEO, [email protected]

How they describe themselves: D3 Banking is the creation of Lodo Software. Lodo’s roots are in the lower downtown district of Denver, Colorado, where it all began in 2007. Today, we are headquartered on the Silicon Prairie in Omaha, Nebraska. Over 190 financial institutions use solutions from Lodo to provide customers with data-rich financial management and planning tools. Our premise is that today’s consumer expects convenient access to a full range of personalized financial services. Financial institutions that want to gain the trust of these consumers are struggling with disparate systems that limit what they can know about – and do for – the customer. We created D3 Banking for those customers and financial institutions.

How they describe their product/innovation: D3 Banking is data driven digital™ banking. It provides a full range of integrated financial services using a powerful, predictive analytics engine to deliver a personalized customer experience anytime, anywhere, on any device. The D3 Banking components utilize next generation technology and can be deployed on a single server or distributed across servers to support cloud-computing environments. Those components include: D3 Analytics™, D3 Insight™, D3 UX™, D3 Apps™, D3 API™, D3 Connect™ and D3 Control™. These components provide the resources necessary for financial institutions to deliver a consistent, relevant and profitable experience to their customers.

How they describe themselves: IND Group is an internet and mobile banking, PFM and payments technology software vendor for financial institutions. Focusing on customer experience, our goal is to evolve e-banking technology to web 2.0, turning it into a sales and customer engagement platform. Our unique innovations and multichannel products support banks’ in-development needs caused by the economic slowdown.

Growing since it was founded in 1997, IND operates in several European countries and is represented through its partner network in CIS countries and the Middle East.

How they describe their product/innovation: By placing the customers at the center, we have reshaped the traditional idea of PFM to meet the end-users’ everyday needs. Instead of functions and features we have developed stories that are real life situations, emerging in different stages of our lives and having financial impact, such as “Expecting a baby”, “Prepare for a rainy day”, “Buy a home”, “How to spend less” or “Retirement planning.” This entirely new approach in digital financial customer service takes online banking and financial management to the next level, offering mass retail financial planning and advice.

Contacts:

Bus. Dev. & Sales: József Nyíri, Founder & Chief Innovator, [email protected]
Press: Adrienn Baráth, Marketing Director, [email protected]

How they describe themselves: A dynamic company, led by strong experience in the IT area, ITSector has over 200 highly qualified professionals. We invest in innovation and development of efficient solutions for our clients. We implement integrated multi-channel solutions for large financial institutions, comprising web banking, contact center, IVR, SMS, mobile (HTTP and APPs) channels, with several solutions being recognized with international awards. Other products developed are Fast Account Creation (open a bank account in a simple way) integrated with FlowCredit (credit solution from simulation to loan). ITSector has a software factory located in Porto, and provides near shore services within Europe.

How they describe their product/innovation: “SmartBank TV” is a product that offers financial services based on the Google TV platform. It is intended to use the global widespread of sales in smart TVs. The solution offers a channel for customers of a bank to access its financial services from their TV. The solution offers a different way to get notifications for its financial provider on the TV, and to access financial services like account balance, movements, credit cards and services payments from the TV. It provides a new sales channel for the financial institution with easy process of sale.

Contacts:

Bus. Dev.: João Lima Pinto, Director, [email protected], +351962189909
Press: Rui Lima, [email protected], +351967686366
Sales: Alda Carvalho, [email protected], +351962189907

How they describe themselves: Kabbage has pioneered the first financial services data and technology platform to provide funding to small businesses in less than 7 minutes.  Kabbage leverages data generated through business activity such as seller channels, social media, shipping data, and other sources to understand performance and craft financing options for small businesses.

How they describe their product/innovation: Kabbage has launched its services in the UK at uk.kabbage.com. Now small businesses in the UK can link their eBay and PayPal accounts to Kabbage’s platform and receive funding in minutes!

Contacts:

Bus. Dev.: Sam Wheeler, SVP Bus. Dev., [email protected]
Press: Ann Noder, Pitch PR, [email protected]

How they describe themselves: Kalixa is one of the largest payment providers in the world. It enables its customers to make and accept payments anywhere, anytime and any way, transforming browsers into buyers, risk into reward and cost into competitive advantage. Kalixa provides wallet, acceptance and processing services on a low cost, low risk, integrated payments platform. Kalixa serves consumers as well as businesses large and small. One company, one account and one platform, Kalixa takes the cost and complexity out of making and accepting payments – any device (tablet, mobile, PC), any channel (web, mobile, phone, in-store) without boundaries (pan-European acceptance/ issuing, mobile POS acceptance).

How they describe their product/innovation: Kalixa mpos is a new mobile POS device enabling ‘prosumers’ and small businesses to accept payments anywhere, anytime and anyhow. Kalixa mpos accepts all major debit and credit cards and can be used wherever, whenever. Kalixa mpos is totally secure and can offer businesses next day settlement without contract.

Kalixa is a wallet linked to multiple devices – offering consumers one account, one wallet, one way to pay. As an m-wallet, Kalixa can make P2P and NFC transactions, in-store, online, or payment over the phone, as well as offering the ability to withdraw cash from ATMs. With no exchange fees, no commission, no charges, Kalixa is prepaid and easy to load via internet banking, credit/debit card, voucher and direct company payments.

Contacts:

Bus. Dev.: Joy Morozov, Bus. Dev. Manager, [email protected],
Callum Waddell, Relationship Manager, [email protected]
Press: Sarah Wilson, CCgroup PR, [email protected]