How they describe themselves: Tango Card provides Rewards-as-a-Service (RaaS®) to support enterprise engagement, loyalty, and payment disbursement programs. Tango Card’s core is the Reward Delivery Platform (RDP) which instantly delivers rewards from an international catalog of e-gift cards, digital prepaid rewards and donations. On top of RDP sits Blast Rewards, an easy way to send rewards in bulk, and the RaaS API for automating rewards or integrating a reward program into an existing app/platform. The combination of fast delivery technology, a desirable catalog of rewards and expert support, Tango Card creates happier reward recipients and increased program engagement.
How they describe their product/innovation: The RaaS API is comprised of several methods: Customer Creation, Account Creation, Funding, Catalog Support, Ordering, and Reporting. These API methods allow our customers to integrate a full reward program into their app/platform to drive desirable business behaviors such as employee engagement, productivity, health and wellness participation, consumer loyalty, acquisition, referrals, advocacy, and to simplify the disbursal of honoraria, payments, and rebates. There is a very important part of every program that exists during the reward redemption experience. Tango Card makes sure that the delivery and spending of rewards is a positive experience that increases program engagement.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Sales: Nat Salvione, [email protected], 206-779-7102
Press: Scotty Greenburg, [email protected], 206-779-9747
How they describe themselves: Swych is a revolutionary mobile gifting platform that enables users to instantly buy, send, upload, redeem, and exchange gift cards conveniently for their mobile device. Swych is a private company funded by seasoned angel investors from the banking, financial services, payments, gifting, telecom, and enterprise computing space. Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA.
How they describe their product/innovation: Swych is the next generation of gifting. The Swych gifting platform combines social commerce to create a robust new environment where users can instantly send the perfect gift to anyone, anywhere, across devices and platforms.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev.: Mateen Syed, Director of Business Development, [email protected]
Press: Stephanie Barrueto, Marketing Director, [email protected]
How they describe themselves: Strands is the FinTech partner for banks. With the mission of delivering best-in-class digital money management software (PFM, BFM), Strands leverages more than 10 years of expertise in Big Data and machine learning. Today Strands powers FinTech innovation in over 180 banks and serves more than 100 million banking customers worldwide. Among their clients are Barclays, BBVA, Bank of Montreal, Deutsche Bank, Israel Discount Bank, Abu Dhabi Commercial Bank, Commercial Bank of Africa.
How they describe their product/innovation: Strands BFM is the end-to-end white-label solution designed specifically for SME banking. By taking the complexity out of managing business financials, Strands BFM bridges the gap between what small businesses want and what banks deliver. Financial institutions seeking a more personalized, engaging and data-driven banking experience for their business customers will get insights powered by Big Data analytics, an ultra-streamlined UI with frictionless UX, plus overall flexibility for businesses at all stages, from startups to established companies to better understand and manage their finances.
Product distribution strategy: Through financial institutions, licensed
Contacts:
Bus. Dev.: Cesar J. Richardson, VP Sales Americas, [email protected], 305-501-4277 &
Sharif F. Penniman, Director of Sales North America, [email protected], 305-497-0586
Press: Victoria Yasinetskaya, 34 672072799
Sales: Sharif F. Penniman, Director of Sales North America, [email protected], 305-497-0586
How they describe themselves: Speechpro is a world leader in voice and multi-modal biometrics. With one of the strongest R&D teams in the industry, Speechpro provides best in class voice biometric technology (as per independent testing) and unparalleled breadth of authentication tools. The award-winning, VoiceKey.OnePass, multi-modal, biometric login solution for mobile challenges the status quo by replacing outdated, spoof-prone and frustrating password-based authentication processes with a quick and secure biometric (voice+face) login that doesn’t require customers to carry any addition tokens or remember any passwords. While drastically changing user experience for the better, VoiceKey.OnePass provides significant improvements to security of mobile and on-line operations.
How they describe their product/innovation: Our technology greatly simplifies and secures new customer on-boarding. Document scanning extracts customer biographic data and photo, lowering signup friction and providing a biometric sample linked to the document. Document tampering detection provides better than human security. Biometric enrollment with liveness detection compares face on document to face of live customer, then provides password-free biometric secured access for multiple channels, including mobile devices, the web, IVRs and contact center agent conversations.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev.: Phil Shinn, CTO, [email protected]
Press: Alexey Khitrov, [email protected]
Sales: [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. OmniCall is SaleMove’s newest feature. It allows for an instant online engagement experience triggered by simply dialing a phone number.
Contacts:
Bus. Dev.: Justin DiPietro, COO, [email protected]
Press: Swati Kumar, Marketing Manager, [email protected]
Sales: Javier Rosas, VP Sales, [email protected]
How they describe themselves: RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, we significantly cut down time and cost of creating a plan and improve user experience. Designed to promote interaction and collaborations between advisors and clients, RightCapital provides a simple and powerful financial planning tool and a Personal Finance Management (PFM) portal to create financial plans real time. Client has access to the system to monitor the plan and progress real time.
How they describe their product/innovation: RightCapital’s introduces industry first integrated financial and tax planning solution for financial advisors featuring comprehensive financial planning, tax projections, and tax-efficient distribution strategies. Our innovative solution provides a holistic view of clients’ financial plans including retirement income, annuity, Social Security optimization, and tax efficient distribution, all incorporated and optimized in one place. This unique solution helps keep advisors in compliance of Department of Labor fiduciary rules as well as help boost bottom lines and guard against losses. Our industry’s most intuitive user interface makes the advisor’s job easier. Use our interactive tools to actively involve client in the planning.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts:
Bus. Dev., Press, Sales: Shuang Chen, CEO, [email protected], 773-835-2269
How they describe themselves: There has never been a greater need to know exactly who did what, and when, across all digital channels (web, social, mobile). Client demand for digital self-service and anytime anywhere access has sky-rocketed; so too have penalties for non-compliance, and conduct-related crime. The need to service clients more efficiently, and provide the best possible experience, is also paramount. Qumram can record every digital act, and replay it on demand in video-like form, with no compromise to client data privacy. Our 100% digital audit trails provide indisputable evidence that proves regulatory compliance (Department of Labor, SEC, MIFID-II, and more). Our analytics improve service delivery, and automation reduces costs.
How they describe their product/innovation: See how Qumram protects your firm from regulatory penalties and corporate litigation, when communicating with prospects and clients across all digital channels (web, social, mobile). Until now, compliance and security of digital record-keeping (including e-banking) has been challenging. Social media (e.g. WhatsApp, LinkedIn, Twitter) is a big concern. See how Qumram’s recording and replay innovation captures every keystroke, screen-swipe and mouse movement, in real-time; how you can replay that activity on demand, in video-like form, and also maintain a cost-effective client-centric archive that complies with regulatory and statutory requirements.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Sales: Bob Trevelyan, VP Sales – Americas [email protected], 415-457-1905
Press: Nicola Cowburn, CMO, [email protected], +44 7899 788 116
How they describe themselves: QEData is a business intelligence firm specializing in predictive analytics and machine learning solutions for the financial services verticals. With a diverse in-house talent pool comprised of data scientists, business analysts, back-end developers, front-end engineers, and UX experts we aim to develop and deliver business solutions unique to your strategic challenges. We always look for new ways of helping our clients uncover future opportunities by analyzing existing data. Our solutions are highly customizable and completely complimentary to every toolkit. We believe that analytics should be simple to use and insights should be easy to consume. That’s why we put extra effort into creating a visually rich and inspiring digital experiences.
How they describe their product/innovation: Mirai is a cash flow prediction model. It works by feeding transactional data through our predictive analytics system. With a few simple steps, our clients can gain net cash flows predictions for as far as six months into the future and receive personalized recommendations to prepare for when they may need to borrow or invest money.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. & Sales: Rajiv Chaudhuri, VP Marketing & Business Development, [email protected]
Press: Alina, Head of Marketing, [email protected]
How they describe themselves: TransCard is a fintech company that specializes in providing innovative account-based payment solutions to financial institutions, corporations and governments throughout the U.S. Its funds disbursement and management platform takes the regulatory, time and cost burdens off payers, while providing payees secure, self-service options for receiving their money. Unlike traditional players in the space, TransCard is both a processor and program manager affiliated with more than 250 sponsor banks. Their customers benefit from the company’s extensive support services, reporting capabilities and advanced tools to help their customers ensure regulatory compliance.
How they describe their product/innovation: Paynuver simplifies payment disbursements, yet provides options to the recipient. By enabling a payment through an account, Paynuver enhances the payment process with the addition of workflow, attachments, and digital signatures supporting both traditional payment methods, as well as new ones. Corporations can create virtual payment accounts through Paynuver, make payments to those accounts, manage payments with payment verification and history, and reconcile payments. When the payer loads funds to the payment account, the payee then has the option to move those funds to various payment methods including ACH, virtual accounts, prepaid cards, or a traditional method like a check.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts:
Bus. Dev.: Greg Bloh, President, [email protected], 423-553-5244
Press: Michelle Yandre, Leverage PR, [email protected], 512-502-5833
Sales: Chris Fuller, Chief Revenue Officer, [email protected], 423-553-5370
How they describe themselves: ThreatMetrix®, The Digital Identity Company™, is the market-leading cloud solution for authenticating digital personas and transactions on the Internet. Verifying more than 20 billion annual transactions supporting 30,000 websites and 4,000 customers globally through the ThreatMetrix® Digital Identity Network, ThreatMetrix secures businesses and end users against account takeover, payment fraud and fraudulent account registrations resulting from malware and data breaches. Key benefits include an improved customer experience, reduced friction, revenue gain, and lower fraud and operational costs. The ThreatMetrix solution is deployed across financial services, e-commerce, payments and lending, media, government and insurance.
How they describe their product/innovation: The Digital Identity Graph maps the complex and ever-changing associations among people and their communication devices, account credentials, telephone numbers, physical addresses, and the businesses with which they interact. Using the underlying graph framework, ThreatMetrix can define digital persona relationships on a global scale, enabling businesses to identify fraud and cyberattacks with real-time speed and precision, but without compromising privacy.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Leah Evanski, VP, Strategic Alliances, [email protected]
Press: Jaci Robbins, Director, Brand Communications, [email protected]
Sales: John Lindner, VP of Sales, Americas, [email protected]
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]
