How they describe themselves: We are the creators of the Backbase Omni-Channel Banking Platform, a state-of-the-art digital banking software solution that unifies data and functionality from traditional core systems and new fintech players into a seamless digital customer experience. We give financials the speed and flexibility to create and manage seamless customer experiences across any device, and deliver measurable business results. We believe that superior digital experiences are essential to stay relevant, and our software enables financials to rapidly grow their digital business.
More than 100 large financials around the world have standardized on the Backbase platform to streamline their digital self-service and online sales opera.
How they describe their product/innovation: Backbase will introduce the “Customer OS”. The next generation of the Backbase Digital Banking Platform which combines Omni-Channel Banking, Agile Banking, Open Banking and Smart Banking in one total platform.
The demo will showcase how these 4 pillars come together in superior customer journeys across any channel.
Product distribution strategy: Direct to Business (B2B)
Contacts
Press: Cristina Danila, Head of Brand & Communications, [email protected]
Sales: [email protected]
How they describe themselves: Avaloq is a leader in core banking software and digital technology and a provider of Software as a Service (SaaS) and Business Process as a Service (BPaaS) solutions for banks and wealth managers. Over 150 customers trust us with $4,000bn in assets managed with our software. We’ve pioneered SaaS delivery, built a great digital user experience and created a tried and tested process that gets many customers up and running in 90 days. To stimulate future innovation, we work with customers, fintechs and outside developers in a uniquely open, collaborative way.
How they describe their product/innovation: Goal-based Wealth Management is a cloud-enabled microservice that provides wealth managers with an innovative, high-end solution and puts the client at the centre of the investment advisory experience. Exploiting Avaloq’s powerful engines, the Goal-based Wealth Management service facilitates the automated setting of risk-optimised investment objectives for the client. The service takes a new approach to profiling and creates a dynamic investment policy to adjust to the client’s individual needs and objectives. It enables the advisor to answer questions like: “What are my options if the markets drop by 20%?” or “How realistic are my financial goals considering my situation in life?”
Product distribution strategy: Direct to Business (B2B)
Contacts
Press: Andreas Petrosino, Corporate Comms Manager, [email protected], +41 583161010
Bus Dev & Sales: Jonathon Davis, Country Manager UK&I, [email protected], +44 2070760353
How they describe themselves: CapitaWorld provides a complete digital experience in the lending process to fund providers, fund seekers and service providers on one platform, reducing costs and improving TAT in the process.
CapitaWorld has over 20 AI tools to do tasks, including predicting customer behavior (e.g. likelihood of loan default), sentiment analysis of customer handwriting, monitoring customer behavior during video-conferencing and social media profiling by a deep-web search.
How they describe their product/innovation: Artificial intelligence enabled lending platform for fund seekers, providers and intermediaries that completely digitizes the lending ecosystem.
The live demo includes the following AI tools developed for digital lending for bankers, customers and intermediaries: Video Conference Module, Video Analytics, Machine Learning Credit Engine, Chatbot, Social Profiling, Smart Contract.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Rajiv Shah, Middle East CEO, [email protected], +971 508846602
Sales: Kintu Gandhi, Senior Manager, [email protected], +971 561163806
How they describe themselves: Dorsum is a multi-award winning, innovative investment software provider. Since our founding in 1996, we have become a leading software company in the Central and Eastern European (CEE) region. Our proprietary wealth management software family offers versatile digital solutions for every step of the customer journey from acquisition until the process of retention. Keeping up with business and technology challenges of the financial market, our developments are aimed at using mobile technology and AI in the wealth management space. Our clients are players in capital markets, we support them with unique cooperation throughout the entire life cycle of the products, which also includes managing their expectations in terms of functionality, time and budget.
How they describe their product/innovation: Our Finovate ‘Best of Show’ winning Botboarding platform enables the creation of customer onboarding chatbots that use predefined workflows and NLP for data gathering and user profiling. The enhanced solution even allows new customers to open accounts because the chatbots assist them downloading an app, on which customer identification can be done via a video call, ensuring security. All data collected in the app during chatting is forwarded to the bank’s CRM system. The whole process can be followed on a dashboard system where real time statistics and customization are available in a live infographic format.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Imre Rokob, Director of Business Development
Press: Oliver Szocei, Marketing Manager, [email protected], +3614873030,
Diana Szarvas, Marketing Specialist, [email protected], +36303873387
How they describe themselves: The users are like the engine of any social network. Unlike on any other popular social media site, where 100% of the platform’s value goes to the shareholders, APPICS enables all users to earn a fair share, as well as influence in the network, through a cryptocurrency reward-token (XAP).
The APPICS-team is unlike most cryptocurrency projects, being well-established in both worlds, mainstream, as well as crypto and have been trading, programming and mining cryptocurrencies since 2011.They bring their expertise, strategies, tools and global partners to the crypto-space. The APPICS-team knows what it takes to bridge the gap for the average person, to enter the crypto-world without prior knowledge and benefit effortlessly.
How they describe their product/innovation: APPICS is a next generation, reward-based social media application that runs on top of a blockchain and enables people from around the globe to connect, allowing all participants to benefit. The concept addresses some of the core problems social networks are facing due to the reliance on advertising, as well as the issue of mass-adaptation.
The concept of turning “likes“ into currency has proven its feasibility and capability, as seen on Steemit.com with their upvoting system. With full support of and in cooperation with Steemit Inc., APPICS is one of the first meta-token to launch on the Steem blockchain and a revolutionary social mobile APP that aims to elimate all barriers for the average social media user to enter the crypto world.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev.: Uma Hagenguth, COO, [email protected]
Press & Sales: Josephine Tögemann, Administrative Manager, [email protected]
How they describe themselves: 3rd-eyes is a Zurich based financial technology company founded in 2015 that offers digital solutions to banks, investment advisors, insurance and software companies in Europe in a fully customisable and highly flexible way. The 3rd-eyes goal-based wealth planning system provides investment advice based on client’s financial goals and personal values and beliefs. Our solution is built on a set of modules available for individual or collective (white-labelling) licensing and it is delivered either as a cloud service or installed on-premise. Our solutions are fully compliant with upcoming regulatory frameworks such as MiFID II.
How they describe their product/innovation: Our unique wealth planning & portfolio optimisation methodology allows banks/intermediaries to provide superior financial advice based on the real drivers of investment performance and on client-specific values and beliefs. The basis for our user-friendly digital goal-based wealth planning system includes the assessment of the Client’s current financial situation, the incorporation of financial goals to then calculate an individualised asset allocation that will allow the client to reach the defined financial goals under most economic scenarios and the selection of investment products that best suits the client’s requirements based on his personal values and beliefs.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts
Bus. Dev. & Sales: Marc Mettler, Head of Bus. Dev., [email protected], +41 79 538 29 85
Press: Stephanie Feigt, CEO, [email protected], +41 44 520 30 72
How they describe themselves: additiv offers digital financial solutions to banks, wealth and asset managers and insurers in Europe and Asia-Pacific.
The central platform is the additiv Digital Finance Suite (DFS), available as SaaS and on premise. Based on additiv DFS various software products are available for wealth management, investment management, lending, and digital banking.
How they describe their product/innovation: additiv has listened to the market and taken the learnings from its 15+ existing Robo advisor installations. This is why the company is launching at FinovateAsia 2017 a line of sophisticated, quick-to-deploy, and user-friendly digital wealth management products as Software-as-a-Service (SaaS). Those products are highly flexible and their look & feel can be easily tailored to particular customer segments.
The very first SaaS product is the ‘additiv Compact Robo’ that can be configured and adapted fast and cost efficiently and is available in a subscription model.
The additiv SaaS platform runs on the global Orange Business Service infrastructure, which is an integral part of the offering.
Product distribution strategy: Direct to Business (B2B), subscription
Contacts
Bus. Dev.: Thomas Achhorner, Global Head of Solutions, [email protected]
Press: Charly Suter, Head of Marketing, [email protected]
Sales: Loïc Pitrou, General Manager APAC, [email protected]
How they describe themselves: Ak Bars Digital Technologies is a young software developing company with focus on Digital Banking, Fintech, and R&D.
How they describe their product/innovation: Aimee is a solution based on the deep learning algorithms that helps a contact center operator to find the right answer, and responds by herself if she has no doubts.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts
Bus. Dev., Press & Sales: Damir Galiev, Bus. Dev., [email protected]
How they describe themselves: Bambu, a leading B2B robo advisor software firm, offers financial and consumer businesses the ability to integrate and benefit from the ongoing digital transformation in wealth management. We market our services Asia-wide, capitalising on our traction to tap the growing robo advisory market. The company was founded by financial and technology industry players, Ned Phillips and Aki Ranin, in February 2016.
How they describe their product/innovation: People Like Me is a machine learning model that recommends users their ideal goals, the desired amount with a suitable timeframe, based on their profile such as age, gender, income, nationality etc.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Violy Purnamasari, Business Manager, [email protected]
Press: Laura Pereira, Marketing Manager, [email protected]
Sales: Ned Phillips, CEO & Founder, [email protected]
How they describe themselves: Bank4YOU Group is a fintech business that develops products to enable the safe execution of cross-border mobile money remittances. We offer easy-to-use money transactions, customer friendly card programs, innovative and fast ways to refund VAT tax for international shoppers, as well as mobile brokerage services and cryptocurrencies operations.
Currently, Bank4YOU Group has established multiple white-label franchises and partnerships across 20 countries with local banks and financial institutions, merchants, hotels, airlines, airports, travel agencies, and luxury retail outlets. Bank4YOU Group is now looking to expand into the Asian market to deliver state-of-the-art mobile banking services to the emerging Asian customer segment.
How they describe their product/innovation:
- A mobile banking app that enables easy and efficient money transactions within developing markets (e.g. Asia to Africa)
- Cryptocurrency transactions and conversions can also be completed within the mobile app
- An easy-to-use cryptocurrency trading application is integrated within the mobile app
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts
Bus. Dev.: Sin Chee Saw, VP Bus. Dev. Asia
Paul Scott, VP Bus. Dev. Africa
Tariyel Tahirov, VP Bus. Dev. Middle East & СIS
Press & Sales: David Agar, CEO, [email protected], +44 7931 598474
How they describe themselves: BeeOnPay is a Multi-Services Global Payment Gateway solution. We are a Malaysian-based company and going to the Worldwide Market. We are a digital transaction provider and we assist businesses globally by providing fast, easy, secure, and reliable B2B, P2P transaction.
We will be a global and reliable exchange between multiple currencies and cryptocurrency utilising the centralised and decentralised blockchain platform.
How they describe their product/innovation: Mobile Apps for Payment Gateway and Website
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
How they describe themselves: Call Levels is democratizing finance by putting powerful financial tools in the hands of individuals and institutions. We are building more efficient bridges between all participants in the global financial system.
Call Levels’ unique technology solutions reduce the cost of services like brokerage, banking, customer service, and treasury, making them accessible for individuals and companies.
We pioneered the Call Levels app in 2015, which allows its 250,000 global users to monitor and set alerts for tens of thousands of asset prices, taking the pain of intensive price-watching away from investors, brokers, and relationship managers.
How they describe their product/innovation: In July 2017, we launched CLAIRE, a secure, intelligent, chatbot SAAS solution for financial institutions to optimize their customer experience. We’ve helped one of Singapore’s largest banks and one of its leading brokerages in their journey to increase customer service efficiency by 30%.
CLAIRE builds on Call Levels’ asset price monitoring and alert system to automate several other banking and brokerage processes. A customer service dashboard allows easy tracking and management of customer interactions and a chatbot AI helps guide users seamlessly through a bank’s online portal.
CLAIRE is a secure, intelligent, chatbot IAAS/SAAS solution for financial institutions to optimize their customer experience.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev., Press & Sales: [email protected]
