How they describe themselves: Finaeos Equity and Offering Syndication Hub. We are The Programmable Cloud platform – compliance cloud hub where any portal, bank, financial services firm can “tie in” from legacy systems, into the emerging equity and debt securities markets. The Finaeos platform is hosted, in partnership, with Microsoft, on Microsoft Azure. Powered by our patented 1to1Core platform which has a long standing success in the market – with several billion in transactions processed across industries in private equity and real estate and mortgage banking.
How they describe their product/innovation: Finaeos will demo the RoboFunder platform, that demonstrates a new model for syndicating equity offering solutions between portals, lenders, investors and the “crowd”. The platform links professionals to issuers, investors to offerings and lenders for bridge financing to the SMB market. Through our patented “Core Syndication Registry” all transactions associated with a business are created, transferred, tracked – all communications and reporting are delivered, securely. Compliance rules are matched with regulations – offering a 100% audit trail.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev. & Sales: Robert Gerrard, Chief Business Officer, [email protected], 214-837-0419
Press: Tim Vasko, CEO, Inventor & Founder, [email protected], 206-939-7829
How they describe themselves: Founded in 2013, EquityZen has developed a proprietary, secure, and fully integrated platform for conducting secondary transactions in private companies. With nearly 1,000 issuer-approved investments facilitated to date, we have automated antiquated, offline processes and packaged them together to offer investment opportunities and liquidity. Our platform offers a seamless experience for buyers, sellers, and companies alike. By working directly with shareholders and issuers, we have been able to secure exclusive access to over half of the largest private VC-backed companies in the US.
How they describe their product/innovation: EquityZen Institutional brings the power of its secondary platform directly to institutional investors by allowing the management of private investment portfolios in a fully integrated and streamlined application. Family offices, financial advisors, and other institutional investors can now browse offerings, access research, and execute investments on behalf of multiple accounts with just a few simple clicks. Post-investment analytics also grant the ability to holistically manage all private investments in one place, and eliminates the need to manually monitor risk exposure by simplifying reporting for all parties.
Product distribution strategy: Direct to Business (B2B), through financial institutions.
Contacts:
Bus. Dev.: Phil Haslett, Founder & Head of Investments, [email protected]
Press: Andy Hoffman, Media Relations, [email protected]
Sales: Kaylock Yam, Distribution Lead, [email protected]
How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 950 companies subscribe to the Envestnet | Yodlee platform to power financial apps and services for millions of consumers. Our solutions help digital customer experiences, and drive better outcomes for our clients and their customers.
How they describe their product/innovation: Advisor Now: Envestnet’s digital advice portal provides advisors and their institutions the technology and tools needed to deliver high-quality, personalized investment services however and whenever clients want them. Using a new feature available through the Advisor Now solution, which integrates the powerful data platform and FinApps from Envestnet | Yodlee, the investor can link all elements of their financial life into a single view to be shared with their advisor and to facilitate the creation and ongoing management of long term investment goals. With unique tools to access, manage, and project, making financial decisions has never been more rewarding or actionable.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Press: Margo Mendez-Penate, Account Director, LEWIS, [email protected], 415-432-2403 (o), 917-297-1582 (m)
Sales: Pamela Jacobs, Head of Advisor Now, [email protected], 312-818-5853
How they describe themselves: Empyr’s card-linked platform enables fintech companies and banks to monetize online-to-offline commerce – an estimated $4.5 trillion market opportunity based on the 93% of commerce that is still conducted offline in the U.S.
How they describe their product/innovation: With Empyr, fintech companies and banks automatically earn revenue on every offline transaction driven from their website, app or email, while simultaneously rewarding their consumers with cash back or points, and driving more business to local merchants. It’s truly frictionless – no coupons, loyalty cards or apps for consumers to manage, and no hardware or software for merchants to learn and maintain. Instead, it leverages something we all use – credit and debit cards. Empyr’s patent-pending technology is made possible through real-time data partnerships with Visa®, MasterCard®, and American Express®. Implementation is easy with the Empyr API. And the monetization opportunity expands every day through Empyr’s growing base of offline merchants.
Product distribution strategy: Licensed direct to business (B2B), through financial institutions, and through other fintech companies and platforms.
Contacts:
Bus. Dev.: Peter Vogel, VP Bus. Dev., [email protected], 619-459-7254
Press: Holly, [email protected] & [email protected]
How they describe themselves: Earnix provides an integrated customer analytics software solution to leading financial services companies. Earnix software enables banks and insurance providers to predict the impact of customer risk and behavior on business performance, allowing executives to align product, pricing and promotion strategies with corporate goals. By combining predictive modeling and optimization with real-time connectivity to core operational systems, Earnix brings the power of analytic-driven decisions to every customer interaction point.
How they describe their product/innovation: Earnix Banking 8.0 is a new version dedicated to retail banking product, pricing and promotion decision making. The product encapsulates an advanced predictive analytics decision engine and a simple GUI designed for the bank’s product and retail managers. Earnix Banking solution caters to the entire banking product creation process – from data and performance analysis, through pricing and targeting, and on to deployment and real-time operations through the bank’s distribution channels. It allows the bank’s product manager to use the power of predictive analytics to furnish data-driven pricing and product strategies with a few clicks of a mouse.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts:
Bus. Dev. & Sales: Mick Martin, Director, North American Banking, [email protected], (m) 302-438-2383
Press: Aviv Cohen, VP Marketing, [email protected]
Forte Payment Systems is a leading provider of innovative and dynamic electronic payments solutions for ever-changing, omni-channel needs. They offer scalable enterprise-class solutions through an optimized suite of comprehensive payment services including credit card processing, ACH/eCheck origination and fraud prevention. Forte serves growing organizations of all sizes by reducing transaction costs, mitigating risk and increasing efficiencies with thoughtful, consistent care.
Presentation
Forte Payment Systems
We are showcasing our new platform that empowers developers with the resources to build the next generation of payments-enabled solutions. Spanning the widest spectrum of capabilities in the marketplace, Forte’s payment solutions provide the flexibility to power even the most unique business needs across any channel.
What You’ll Learn
- Gain a competitive advantage
- Reduce risk
- Ease the implementation for all of your payments needs by partnering with Forte
Presenters
Craig Raney, Strategic Partner Sales Executive
Mithun Patel, Software Developer
Flybits offers a unique app personalization and experience management solution in the cloud. Flybits is the easiest way for app developers and mobile marketers to enhance iOS and Android apps to deliver rich, personalized experiences that delight customers. Using Flybits slashes the coding needed to integrate all sources of contextual information – location, social profiles, user behavior and preferences, environmental data, and more. Digital marketers use our Experience Studio interface to change an app’s content and behavior on the fly, as they refine their mobile Internet strategies, without coding. Flybits brings true agility to mobile marketing.
Presentation
Using Flybits Experience Management for Mobile Banking
Flybits will show the Flybits SDK / APIs and how easily they can be added to an iOS or Android app to slash the coding needed to make an app context-aware. We will then show how to use our Experience Studio interface to change the app’s content in real time without coding. We will end with showing how developers and digital marketers can use our Visual Rules Engine, to be announced at the show, to change app business rules on the fly.
What You’ll Learn
- The Flybits SDK/ APIs make it easy to integrate any source of contextual information, including location. Sources include all device sensors and any public or private APIs.
- Flybits Experience Studio allows developers and non-coders to change their apps’ behavior in real time, without more coding, and without resubmitting the apps for approval.
- Flybits Visual Rules Engine provides a simple and powerful interface to change, without coding, the business logic of a live app, allowing easy personalization of the app experience.
Presenters
Jerry Rudisin, CEO
linkedin.com/in/rudisin | @jrudisin | [email protected] | 650.906.8395
Jerry Rudisin joined Flybits with 30 years of executive experience in enterprise software companies. These include eight years as VP of Marketing at Rational Software followed by CEO roles at three venture-backed startups, which were acquired. He earned a BS from MIT and MS from UCLA, both in Computer Science.
Petar Kramaric, Director of Platform Development
ca.linkedin.com/in/petarkramaric | [email protected] | 905.616.2654
Petar is a founder of Flybits, responsible for the design, development and architecture of much of our product. He holds a B.Sc and M.Sc from Ryerson University. Petar is an expert in iOS and Android and has developed several Android apps for enterprise customers as well as personal apps.
Founded in 1999, Finicity is a privately held fintech industry pioneer. Leading the charge to the Evented Financial Web, Finicity enables fintech developers to build real-time apps through its RESTful Aggregation API, the Finicity API Platform and its suite of TxPUSH compliant real-time aggregation services.
Presentation
The Launch of Real-Time Transaction Push
Finicity, the fintech industry pioneer founded in 1999, will demonstrate the first TxPUSH compliant real-time aggregation services that will push financial transaction data to software applications instead of the typical pull methodology found in standard aggregation. This instant availability of financial transaction data will unlock fintech innovation and pave the way to the ultimate delivery of real-time transaction push from the financial institution to software applications.
What You’ll Learn
- How Finicity will disrupt the aggregation industry by changing the standard pull aggregation methodology to a transaction push methodology
- How Finicity will deliver Real-Time financial transaction push to software applications with TxPUSH compliant API Endpoints
- How Finicity will help software developers deliver a more compelling UX
Presenter
Nick Thomas, President & Co-Founder
linkedin.com/in/nicholasathomas | @nickthomas | [email protected] | 650.450.8127
Nick Thomas is the President and Co-Founder of Finicity. In 1999, Finicity became one of the first subscription-based SaaS companies on the web. It has grown to service hundreds of thousands of customers and awarded “Product of the Year” by PC World. Nick holds seven US and International Patents.
Guided by the belief that technology only lives up to its promise when it is well designed, EffectiveUI creates transformational digital products, experiences and insights for fintech / Fortune 500 innovators. By making technology more useful, usable and desirable, we collaborate with clients to reinvent significant aspects of their businesses, using our approach to adapt systems and technology to human behavior (not the other way around) through user research and insight, digital strategy, UX design, and UI development and integration.
Presentation
Organizational Transformation through the Bimodal Lens
Delivering enterprise software quickly and regardless of the landscape is tough. At EffectiveUI, we’ve collaborated with clients who have seen nearly every kind of failure, coming alongside them to embrace and adapt FAST (bimodal) technology for organizational transformation, meeting user needs and exceeding preferred outcomes. In this presentation, we share insights from our experiences applying bimodal philosophy through a recent client journey.
What You’ll Learn
- Bimodal technology is not just about development; it is about enterprise-wide transformation.
- Identifying/ understanding a bimodal landscape often takes an outside partner. Taking the first step requires a collaborator. Success usually only happens when the approach is embraced enterprise-wide.
- Once this transformation is underway, the ROI becomes clearer, the user needs met more fully and the preferred outcomes realized in a sustainable way.
Presenter
Zach Hendershot, Vice President of Technology
linkedin.com/in/zhendershot | @zhendershot | [email protected] | 614.284.6963
Zach Hendershot is passionate about the power of technology to help drive social entrepreneurship and innovation. He uses his expertise — from large-scale software system development to problem solving — toward that end. Hendershot joined EffectiveUI in 2014 to help drive sustainable technology engagements and outcomes.
Financial Apps is the next generation Fintech enabling platform. The platform incorporates easy access to financial data with powerful tools that accelerate how organizations build, manage, and scale their applications. Using the Financial Apps platform, Fintech providers can quickly build and deploy solutions as well as reduce the cost of bringing new product to market.
Presentation
Build it Now!!
Financial Apps is the API platform that makes it easy to build your fintech applications. Learn how having the right kind of data can help take your product from concept to creation. Join us for FinDEVr as we demonstrate the power of the Financial Apps platform by building an app live on stage.
What You’ll Learn
- How the Financial Apps API makes it easy for developers to integrate financial data
- How flexible data can reduce development times and help you iterate faster
- How to use relevant data to build powerful financial applications
Presenters
Bob Sullivan, President
linkedin.com/in/bobsull | @bobsullivan | [email protected] | 954.325.2102
Bob Sullivan is the Founder and President of Financial Apps. Leveraging 25 years of experience in Financial Technologies, Bob has a passion for creating technical solutions to complex business challenges. When not thinking about Fintech, Bob enjoys his family, football and all things outdoors.
Neil Carroll, Sr. Product Director
linkedin.com/in/neilrcarroll | [email protected]
Neil Carroll, Product Manager, has an extensive background in both product and project management in the technlogy space, having spent the last several years as a team lead in the FinTech arena. Carroll’s skill set includes product development, tactical execution and UI expertise.
Dexter Weatherly, Sr. Account Director
In this connected world, Fidor is a leading innovator for digital financial services. In actively driving innovation as a co-entrepreneur, Fidor creates helpful value added services, products and solutions that are globally adopted.
Presentation
How to Start Your Digital Bank – Mobile Apps and APIs Included
Launching a banking solution for digital natives can be daunting and time consuming when integrating new mobile apps and 3rd party solutions with an existing core banking system and products. This talk will showcase where Fidor’s Digital Banking Accelerator was used to speed up this process to achieve it in months instead of years – including launching open APIs, seamlessly integrating Fintechs and engaging with users in an online community.
What You’ll Learn
- How our Digital Banking Accelerator can be used to quickly launch a Digital Bank
- How partners use our open API technology to build targeted mobile frontends
- How banks can leverage upon Fintech’s competencies to rapidly deliver new products and innovative services
Presenter
Patrick Gruban, Chief Innovation Officer
de.linkedin.com/in/gruban | [email protected] | +49 170 8390407
Patrick has been working in social media since the 90s when he co-founded the Munich startup cassiopeia, a software company for online communities. Since 2001, he has worked as a management consultant and developer, since 2007 for Fidor Bank, from 2014 as Chief Software Architect and later as Head of Innovation & Markets.
Google Cloud Platform enables developers to build, test and deploy applications on Google’s highly-scalable and reliable infrastructure. Choose from computing, storage and application services for your web, mobile and backend solutions. Visit https://cloud.google.com and get started today.
Presentation
TensorFlow Machine Learning with Financial Data on Google Cloud Platform
Machine learning techniques, especially deep learning, hold great promise for time series analysis. As time series become more dense and many time series overlap, machine learning offers a way to separate the signal from the noise, even when the noise can seem overwhelming. Deep learning holds great potential because it is often the best fit for the seemingly random nature of financial time series.
What You’ll Learn
- Google is a company with machine learning at its core and a history of achievement in machine learning. Come and see how Google thinks about machine learning in financial services.
- TensorFlow is Google’s next generation machine intelligence library, see it in action on financial time series data . . .
- Google Cloud Platform is high performance, cost effective compute and services on demand, see how it provides the ideal platform for financial analysis and machine learning . . .
Presenter
Rene-Paul LaFrie, Sales Engineer
Rene-Paul has 10 years of experience building, architecting and optimizing High Performance Computing for the Financial Services Industry. Prior to Google, Rene-Paul lead Systems Engineering for IBM Platform Computing. Rene-Paul received a MS in Computer Science from the University of Technology in Compiegne.
