How they describe themselves: SWITCH is an innovative Seattle-based fintech startup founded to target the daily annoyances of web life, automating many common, tedious tasks to keep our ever-changing digital world up to date. SWITCH is led by a team of entrepreneurs and Internet pioneers leveraging patent-pending machine learning solutions to gain valuable insight into card usage, benefiting card issuers, merchants, and consumers alike.
How they describe their product/innovation: SWITCH is developing the first credit card updater for online accounts: we help users keep their cards and other payment methods up to date while providing greater visibility into usage for card issuers. When a card replacement event occurs, people can quickly and easily update their payment methods wherever they purchase online, as well as on websites that use recurring payments (such as utilities, subscriptions, streaming services, and more). Our app also lets card issuers get new or replacement cards into circulation faster, and helps merchants ensure that customers’ card-on-file information stays up to date.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. & Sales: Chris Hopen, CEO & Founder, [email protected]
Press: Chris Hopen, CEO & Founder, [email protected]
How they describe themselves: SwipeStox is a mobile social trading app that allows everyone to trade Forex, Indices, and CFDs – simply by copying successful trades by others! Everyone can swipe through the trades experienced traders have created, copy them and profit from their knowledge about the markets. We are on a mission to bring this social trading opportunity to every single smartphone worldwide. SwipeStox was built up to be as simple and efficient as possible, concentrating on the few key necessary technical indicators to make an informed decision. We are able to maintain a lean bottom line approach and pass the knowledge of experienced traders along to the broader user. SwipeStox is a registered Introducing Broker (IB) and holds the required licenses. SwipeStox further allows brokers to generate leads and advertise on the platform.
How they describe their product/innovation: We are now allowing users to link their existing broker account by simply providing their credentials. If the user chooses to “Sync” an account, we offer the possibility to select the Broker-Name and ask to provide the account-number and password. Users can further create completely new accounts with our partner brokers. In this case we allow the customer to register with the broker directly or by going through the in-app registration process.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), licensed
Contacts:
Bus. Dev.: Wladimir Huber, Managing Director & Co-Founder, [email protected]
Press: Tobias Drewling, Head of Communication, [email protected]
Sales: Marc Aspinall, Partnerships, [email protected]
How they describe themselves: With $1.3 trillion in student loan debt looming, the United States is presented not only with a student loan problem, but a personal financial crisis that prevents hard-working individuals from getting to the next stage in their lives. That’s why Student Loan Genius, Austin-based inventor of the first complete student loan benefits solution, has stepped up to eradicate the problem by offering companies a way to help pay off their employees’ student loans debt, convert making student loan payments into a wealth-building activity, and ultimately attract and retain today’s top talent.
How they describe their product/innovation: The Student Loan Genius 401(k) Contribution Feature 401(k) contribution feature empowers employers to help their employees get a leg up on retirement savings while reducing their student loan debt. Put simply, employees make their student loan payments, and based on a payment, the company makes a pre-tax contribution into the employee’s 401(k) or other retirement account. By putting unused, already budgeted, pre-tax retirement plan dollars to work, this new feature helps break down one of today’s biggest investment roadblocks for employees held back by student debt.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Sales: Seth List, Director of Sales & Business Development, [email protected]
Press: Jovan Hackley, Director of Marketing & PR, [email protected]
How they describe themselves: Video is the most powerful and engaging communication medium available today, and Silver6 is revolutionizing the way companies communicate with their audience. Silver6 makes video personalization on a large scale a reality, and easy. Despite the cutting edge nature of this technology, Silver6 has years of experience it can bring to bear to ensure its clients make the most of this powerful new video communication tool.
How they describe their product/innovation: Silver6’s revolutionary financial video platform helps companies deliver custom tailored communication to their audience by using video personalization. Data-driven, one-to-one video is the ultimate customer communication tool. Use Silver6 to create, host and track relevant, personalized video communications on a large scale – marketing messages, statements, reports, onboarding and much more. The system will help you engage your audience on a completely new level, and provide empirical data on your set of unique videos, proving the effectiveness of the Silver6 video personalization system. If you have the data, and you know the story you want to tell, Silver6 can make your brand stand apart!
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev., Press & Sales: Brock Traetow, COO, [email protected], 515-512-4361
How they describe themselves: ShortSave is innovating and reinventing loan servicing by allowing self service and digital single points of contact through software for Loan servicers. ShortSave tackled loan defaults as its the most challenging and expensive part of servicing. By redefining default workouts (Loan Modifications, Short Sales and Deed in Lieu), ShortSave is on the leading edge of redefining an entire industry. Today’s defaulted borrower needs to use technology they have and know, mobile devices and computers. ShortSave is a customizable software product that can be private labeled for servicers allowing borrowers to engage without embarrassment of human interaction. 8 years after the crash $35B will be lost in 2016 due to loan default, that’s too much.
How they describe their product/innovation: ShortSave DLM software is an industry first, consumer-facing digital loss mitigation transaction platform in the defaulted loan servicing industry that integrates with existing systems at the data level. Large Data in default servicing. A borrower can now engage with their servicer without having to talk with a human to request help and receive an answer. Simple Q&A fills out the appropriate applications and supplemental paperwork can be submitted with a camera on a smart phone. This product has 2 guarantees, 1) More borrowers engage with less effort, and 2) when they engage digitally the process is quicker. Happy borrowers mean less complaints and happier banks and CFPB. Future of the default (Home, Auto, Student) is ShortSave.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev., Press & Sales: Karl Falk, [email protected], 719-399-0364
How they describe themselves: Sezzle was built to reinvent the way money is transferred from consumers to businesses. We don’t believe that the physical card needs to be a part of the future of electronic payments. Our direct customer is the retailer. We are building products to better serve their needs. Our first mission is to reduce their costs by simplifying the payment process with bank sign-on technology and ACH.
How they describe their product/innovation: Sezzle Pay is our initial product launch. It’s a payment platform that allows merchants to provide a new low-cost, easy-to-use payment option. Sezzle Pay incentivizes the user to by rewarding them for purchases. We also incentivize the user by making it easy to pay across our merchant base. We add value to the retailer by making Sezzle Pay easy to implement, reducing their costs and providing them with purchase data from Sezzle’s entire merchant network.
Product distribution strategy: Direct to Business (B2B), Indirect to Consumer (B2B2C), through other fintech companies and platforms
Contacts:
Bus. Dev., Press & Sales: Charlie Youakim, [email protected]
How they describe themselves: Sberbank of Russia is a Russian banking and financial services organization and the core bank of an international financial group. Controlled by the Central Bank of Russia, Sberbank is one of the largest banks in Russia and Europe. With over 270,000 employees only in Russia, the bank serves over 110 million clients, or 70% of Russia’s population.
How they describe their product/innovation: We created a comfortable omni-purpose platform where anyone can communicate with anyone: users and friends, service providers and businesses. The heart of this powerful aggregator is a messenger with familiar chats and discussions threads. Inside our mobile app there is a smart search tool that can help you to find different services that you are looking for right now – from a dry-cleaner to legal services and e-commerce. There is no need to download tens of apps, study and then get used to different interfaces, there is one platform where you can do everything.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Press: Alexander Baziyan, Public Relations Department, [email protected], +7(495) 957 5721
How they describe themselves: savedroid is at the very forefront of algorithm-based saving tools. We apply a smart big data approach to 1) make your wishes come true by turning your everyday activities into automated savings and 2) improve your lifestyle by analyzing your individual consumption patterns to offer you the best personalized contract deals. Our free mobile app helps you to automatically save for your personal goals without even thinking about it and to reduce your monthly bills to get the most out of your dollars. savedroid enables personal consumption optimization at zero cost.
How they describe their product/innovation: savedroid is the first algorithm-based mobile app that uses lifestyle savings rules, so called “smooves”, to turn your everyday activities into automated savings and improves your lifestyle: You go for a run – we save $5 for you, you hit the snooze button – we save $0.50 for you, you buy at Amazon – we save 5% for you … and many more. Your life – your smooves. Looking for even more savings? Check out savedroid’s intelligent contract optimization: Connect savedroid to your checking and credit card accounts and we analyze your spending patterns, using our magic to find the best value for money, cell, electricity, internet, and insurance contracts for you. smoove on!
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. Press & Sales: Dr. Yassin Hankir, CEO & Founder, [email protected]
How they describe themselves: SaleMove’s vision is to meet and exceed the in-person customer experience online. Complex products such as mortgages, insurance, investments, and banking services don’t really “fit” into an online shopping cart. Businesses that use our products provide online customers with the same high-touch interactions that are possible face to face. By placing one line of Javascript on their website, businesses can see the visitors that are browsing their online branch/office and interact with these individuals in real time using audio, video, and guided browsing. These high-touch interactions are all possible without downloads, installations, or plugins.
How they describe their product/innovation: The SaleMove Engagement Platform is comprised of a Visitor and Operator interface. The Visitor interface is the consumer-facing part of the platform that allows for website visitors to seamlessly engage with Financial Institutions. The Operator interface is the business-facing part of the platform that provides Financial Institutions with complete visibility and live engagement of visitors browsing the website.
Contacts:
Bus. Dev.: Dan Michaeli, CEO, [email protected]
Press: Justin DiPietro, COO, [email protected]
Sales: Javier Rosas, VP, Sales, [email protected]
How they describe themselves: Roostify is a web and mobile service that makes the home buying experience easier and quicker for everyone involved. Led by technology, real estate and mortgage banking experts, Roostify provides step-by-step guidance in home and loan closing.
How they describe their product/innovation: Roostify believes that the home lending experience should be fast, fair, and transparent. Roostify is a SaaS solution that allows lenders to deliver a consumer-centric (and mobile-friendly) end-to-end lending experience that guides borrowers from application, all the way to close.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts:
Bus. Dev.: Rajesh Bhat, CEO & Co-Founder, [email protected]
Press: Jennifer Fugel, Verb Factory, [email protected], 845-657-4202
Sales: Scott Stein, VP, Sales, [email protected]
How they describe themselves: Race Data turns customer data into marketing intelligence. We manage consumer behavior information to create timely and relevant personalized engagements between customers and brands. Marketing insight and technical agility let us leverage high-volume data through the right balance of knowledge, process, and tools. Race gives your marketing team the advantage: driving profitable customer relationships, building measurable loyalty, and increasing revenue per customer. With marketing intelligence expertise developed over 20 years at some of Canada’s largest companies, Race offers the best solutions for Data Management, Database & Behavioral Analytics, Customer Life Cycle Strategy, Marketing Automation, and One-to-One Communications.
How they describe their product/innovation: Self-service technologies have stressed Community Banks that thrive on personal customer relationships. As big banks with big brands and budgets have penetrated local markets, small banks must restore their relationship advantages to stem churn. Race Data’s Relationship Accelerator combines Race’s proprietary data management hub with industry-specific analytics and lifecycle marketing programs. This scalable and comprehensive data-driven marketing platform gives banks the knowledge to drive timely and relevant personalized engagements in any channel. Now banks previously limited by small customer portfolios and tight marketing budgets can leverage their data to energize customer relationships, increase loyalty, and grow share of wallet.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press & Sales: Jeff Helm Director, Account Services Race Data USA, [email protected], 248-885-5113
How they describe themselves: Qumram provides a complete digital audit trail for financial services organizations, in accordance with key global regulations (MIFID-II, SEC, FINRA, and more). With Qumram, every digital interaction and transaction – web, social and mobile – can be recorded and replayed, at any time. Qumram is the foundation that Risk and Compliance professionals rely on for true digital business compliance. We create a single source of truth, recording indisputable evidence of every keystroke, button click and mouse movement. Qumram satisfies the regulator, resolves disputes, aids fraud detection and customer service, and enriches customer experience to drive revenue growth.
How they describe their product/innovation: Client demand for digital interaction has never been higher. Financial services organizations must respond in order to remain competitive. Qumram’s Employee Governance solution provides digital surveillance that safeguards both financial institutions and their clients. Qumram enables true multi-channel communication, without fear of non-compliance. All digital engagements, interactions and transactions, via any social media, are recorded and retained for compliance. Critical content is automatically detected, and all user sessions are easily retrievable. Qumram solves the top two challenges facing financial services institutions today: how to embrace digital transformation, while mitigating risk and ensuring compliance.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Sales: Bob Trevelyan, North America Sales, [email protected], 415-457-1905
Press: Nicola Cowburn, CMO, [email protected], +44 1344 751 441
