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. Due to the economic slowdown new business models, fierce competition and changing customer behavior place a great importance on business adjustments. Our unique innovations and multichannel products support banks in these developments. Growing since its inception in 1997, IND is operating in several European countries and represented through its partner network in CIS countries and the Middle East.
How they describe their product/innovation: Story of My Finances is a completely new approach to digital financial customer service. It takes online banking and PFM to a next level of mass retail financial planning and advice. Stories are customer driven financial life processes, like “How to spend less”, “Prepare for a rainy day”, “Buy a home” or “Retirement planning.” Stories help end-customers to get financially fit and to have a peace of mind. Stories are the missing link between everyday people and financial products. We believe that we can improve people’s financial life by licensing our white-label technology to financial institutions.
Contacts:
Bus. Dev. & Sales: József Nyíri, Founder & Chief Innovator, [email protected]
Press: Adrienn Baráth, Marketing Director, [email protected]
How they describe themselves: IBSS delivers a 100% cloud based four factor online end user authentication software solution that can dramatically improve the online security of any internet based application. IBSS’s patented real-time biometric human identification technology provides a superior end user alternative toward eliminating the current problems of anonymous and transferable user names and password login standards. As a web-centric solution, IBSS’s biometric technology is simple to use, affordable, and can be rapidly deployed across any enterprise with no special hardware or software requirements. IBSS’s real-time human identification technology is ideal for improving online security for email communications, web collaboration, online financial transactions, electronic health records, e-Education, or any other high-value group content data. IBSS is striving to improve online user accountability through the use of superior real-time human identification technology that will replace outdated usernames-passwords.
How they describe their product/innovation: IBSS is launching its “Genesis Enterprise Edition”, representing an advanced, affordable, real-time human identification technology for online financial service transactions. Factor 1: Real- time legal identification of end user personal information. Factor 2: Coupled real-time biometric facial authentication. Factor 3: Coupled real-time speaker authentication. Factor 4: Coupled real-time session biometric monitoring of each online financial transaction event, supported with a scalable biometrically authenticated timeline audit log record. IBSS’s technology is a full perimeter online access security solution that provides superior end user identification of the actual banking customer, as well as the actual online financial services representative used in the collaborative sharing of confidential financial information through a common group shared database. IBSS’s superior identification improves bank security for both online consumer transaction activity identification, and equally promotes a higher degree of consumer trust of online bank employee identification integrity by using the same biometric identification standards used by their own customers.
Contacts:
Bus. Dev., Press, & Sales: David Ackerman, President, [email protected], (858) 610-3221
How they describe themselves: Leadfusion is the industry leader for Financial Experience Management® (FEM). Patent-pending FEM solutions build relationships that drive sales for financial institutions. Since 1995, Leadfusion’s products have helped consumers make over 1 Billion financial decisions.
With a proven SaaS platform and team of experts, Leadfusion makes it easy for financial institutions to produce a compelling and consistent multi-channel experience that delivers personal value for consumers and enhances the corporate brand. Leadfusion solutions accelerate conversion, turning prospects into customers and customers into loyal advocates. Leadfusion’s FEM suite consists of Researching, Marketing, and Selling Solutions designed to operate independently or as a single integrated platform.
How they describe their product/innovation: Leadfusion’s new Cross Channel Selling solution unites the online and offline experiences for consumers who are evaluating financial products, while also delivering powerful selling tools to retail branch personnel. For the first time, a consumer can begin the consideration of a financial product or service in any channel, and continue that investigation in a different channel – picking up where they left off. By creating a unified experience, Cross Channel Selling makes the selection of a financial product easier and more convenient for the consumer. And with Cross Channel Selling, financial institutions can offer consistent product recommendations across channels while placing helpful selling and lead management tools in the hands of the front-office staff.
Contacts:
Bus. Dev.: Ronan Winter, VP Business Development, [email protected], (858) 259-2122
Press & Sales: Mark Nelson, VP National Sales, [email protected], (858) 259-2110
How they describe themselves: LearnVest.com is an award-winning financial management and lifestyle site. Since its debut as a TechCrunch50 Company in 2009, LearnVest has helped over one million members gain control of their finances.
LearnVest provides trusted content, tools, and support to help users tackle their finances at each stage of life. LearnVest products include: email newsletters, Bootcamp Programs that delve into financial pain points, the Money Center where members can track their spending, and customized Financial Plans straight from LearnVest’s team of Certified Financial Planners.
LearnVest was on Time Magazine’s annual list of “50 Best Websites” and was included on Forbes’ list of the “Top 100 Websites for Women” for the third year in a row.
How they describe their product/innovation: LearnVest is uniting the Money Center with our unique financial planning platform. We believe that financial plans should be dynamic guides that are central to your everyday decision-making.
There are two key additions: First, premium members can now share a view of their Money Center with their LearnVest planner. This allows the planner seamless access to their clients’ most current financial profiles. Second, LearnVest is introducing a Priorities feature that allows members to set goals (such as debt repayment) and track their progress against them.
Contacts:
Bus. Dev.: Karim Naraghi, VP Business Development, [email protected], (646) 564-3472
Press: Dani Dalesandro, Sunshine Sachs, [email protected], (212) 691-2800
Sales: Jacqueline White, VP Strategic Partnerships, [email protected], (646) 454-0430
How they describe themselves: Linkable Networks is transforming the way consumers take advantage of great savings from the brands they love, while delivering pinpoint targeting and attribution for advertisers. Linkable Networks’ technology allows consumers to link manufacturer-level, category-level and store-level offers, known as “MyLinkables,” directly to their credit or debit card of choice, with no need to clip coupons, print coupons or load to a store’s loyalty card – and the discounts appear directly on the consumer’s bank statement. Consumers can register through their bank, retail ads or at www.mylinkables.com and can also share them via Facebook and Twitter.
How they describe their product/innovation: MasterCard and Linkable Networks will co-present and demo the industry-first capability of enabling any MasterCard-issuing bank to present a comprehensive card-linked offer platform to their cardholders with no technical integration, allowing for these issuers to participate in this burgeoning market with no strain on internal technical and financial resources, as well as an ability to launch the capability in days, not months or years.
Contacts:
Bus. Dev. & Sales: Gene Wisniewski, SVP of Sales, [email protected],
Office: (617) 986-5200
Press: Deanna Meservey, Senior Account Executive, Racepoint Group, [email protected], Office: (617) 624-3273, Cell: (781) 285-6921
How they describe themselves: Locaid is the world’s largest Location-as-a-Service (LaaS) company. We operate a location privacy platform that allows mobile developers to locate over 350 million devices for enterprise authentication, fraud management, consumer location services and opt-in mobile marketing. Locaid locates smartphones, feature phones, tablets and any mobile device on leading wireless carriers including America Movil, AT&T, Rogers, Sprint, T-Mobile and Verizon Wireless.
How they describe their product/innovation: Locaid Geofence™ is a new API that allows financial services, bank and card issuers to combine and compare real-time customer locations with card swipe and transaction location data (POS et al). Using Locaid’s Location-as-a-Service, banks can compare mobile location to POS locations to determine fraud potential, reduce false positives and drive enhanced cardholder engagement. The Geofence API also allows the bank to create alerts whenever cardholders enter or leave the defined areas, such as branch or ATM locations.
Contacts:
Bus. Dev.: Rip Gerber, President/CEO, [email protected]
Press: Carolyn Hodge, CMO, [email protected]
Sales: Jeff Allyn, SVP Sales, [email protected]
How they describe themselves: Luminous is the world’s first provider of bank-integrated money management solutions. The company has created a range of innovative solutions that offer financial institutions the ability to increase revenue and decrease costs in the areas of credit risk management, cross selling opportunities, reduced administration costs, customer retention and customer acquisition.
Luminous is active in North America, United Kingdom, Europe, Africa, India and Asia Pacific. Products include: BankFiling, Insights, Business Money Manager, Personal Money Manager and Merchant Insights.
How they describe their product/innovation: BankFiling is an innovative solution that enables banks to recover significant cost leakage by automating the timely collection of periodic financial information from business customers with credit exposure to the bank.
Contacts:
Bus. Dev. & Sales: Andrew Buchanan, Global Head of Sales,
[email protected], Mobile: +44 (0) 7766 804968,
UK Phone: +44 207 692 4080
Press: Philippa Newnes, Head of Marketing, [email protected],
Mobile: +61 401 915 153
How they describe themselves: inStream is the financial advisory industry’s first proactive financial planning software and unified marketplace for financial products.
Through our financial planning platform and marketplace, financial advisors have the ability to present solutions to their clients, at the moment of need. We connect these elusive high-net-worth clients with third party financial services vendors through their trusted financial advisor.
Our free pricing model to advisors is also a significant competitive advantage. Because we offer a financial marketplace solution that allows us to collect revenues from vendors, advisors have the benefit of using our system without a direct cost to them.
How they describe their product/innovation: inStream is changing the market standard for what is generally referenced today as “financial planning software” through multiple innovations highlighted below.
Financial services coordination via lead generation puts the advisor in the center of the client relationship.
Leveraging community-generated planning metrics effectively creates a best practices knowledge base of wealth management services for clients.
Proactive planning made easy through rules-based planning (setting alerts for every-day planning), milestone-based (setting alerts based on key life milestones), and touchpoint based planning (pre-set client communication plan based on personal client interests).
Contacts:
Bus. Dev.: Bryan Lee, COO, [email protected], 571-405-3693
Press: Alex Murguia, CEO, [email protected], 571-405-3700
Sales: Bob French, Director of Advisor Services, [email protected], 301-485-6432
How they describe themselves: IP Commerce is a software company and platform provider that offers an Enterprise Service Bus built specifically for commerce. The Enterprise Service Bus facilitates rich, two-way interactions, thereby enabling all members of the commerce ecosystem (retailers, application developers, ISVs, acquirers, processors, social networks, value-added service providers) to seamlessly and effectively work together. IP Commerce is based in San Francisco, California with offices in Denver, Colorado and close to 100 employees.
How they describe their product/innovation: With their new Multi-Party Payments (MPP) Commerce Playlist, IP Commerce is offering a development solution to enable multiple parties to exchange funds based on a set of rules governing the exchanges. When combined with the IP Commerce [Payments] Platform, the MPP Playlist will provide a robust solution to the issues associated with payment acceptance and funds disbursement between one-to-many payers and one-to-many payees – all through a seamless user experience.
Contacts:
Press: Donne Whitlow, Marketing Communications Strategist, [email protected],
303-357-5425
Sales: Peter Osberg, SVP, BD and Marketing, [email protected], 303-357-5022
How they describe themselves: Most people today tend to focus on budgeting or bill paying and never reach their financial goals. They may keep track of their money, but they don’t know how to plan or invest to improve their financial situation.
iQuantifi takes personal finances to the next level, which is automated financial advice. iQuantifi brings personalized financial planning to the masses in both a user friendly and affordable way. Our mission is to help people identify, prioritize and achieve their financial goals.
How they describe their product/innovation: iQuantifi goes beyond budgeting by providing the ability to take “that next step.” The combination of financial advice and the ability to implement that advice is what separates our software platform from other financial sites. iQuantifi is the first company to provide automated and personalized financial advice with the platform to immediately use financial products and services to reach goals – all online.
Contacts:
Bus. Dev. & Sales: Tom White, Founder & CEO, Mobile: 615-579-6920, Office: 615-807-2028
Press: Amy Gray Kovar, Gray Public Relations, 615-497-1799
How they describe themselves: Kabbage provides working capital to online merchants as they list products for sale, leveraging information generally available on online marketplaces to assess risk and help determine advance amounts and related fees and interest. This approach allows Kabbage to understand our borrowers better and, as a result, provide them with cash as and when they need it.
How they describe their product/innovation: Kabbage introduces the K-Leaf that enables SMB’s to quickly append data to their Kabbage account from any site on the web by clicking the Kabbage leaf logo. When the business clicks on the leaf logo, all data on that page and beyond is automatically appended to the SMB’s Kabbage account. By doing so, the SMB can gain access to additional capital and other benefits.
Contacts:
Bus. Dev.: Sam Wheeler, VP Business Development, [email protected]
Press: Lauren Simon, Marketing, [email protected]
How they describe themselves: Keynote DeviceAnywhere®, a subsidiary of Keynote Systems, Inc. (NASDAQ: KEYN), provides a suite of cloud-based, mobile app lifecycle management solutions for planning, testing, monitoring, and analyzing your apps and services as you extend your business and brand to the mobile channel. The enterprise-class, SaaS platform is purpose-built for mobile and accelerates the entire mobile app lifecycle. Today, over 2,000 organizations, including half of the Fortune 100, rely on it to assure service quality and speed time to market for their mobile apps and content. Users include IT, engineering, and QA departments from organizations around the world in finance, healthcare, retail, e-commerce, and media/entertainment.
How they describe their product/innovation: Real device or browser-based testing? It’s a common dilemma for enterprise mobile app developers and QA professionals. While most agree that testing on real devices is optimal for understanding the true mobile user experience, there are also some very practical efficiency and automation benefits to be gained from browser-based testing. TCE Automation with HTML5 Web Testing allows you to test on REAL mobile devices with all the ease of browser-based testing and automate across different mobile devices and platforms. These capabilities enable you to accelerate time to market for new apps and platforms while saving substantial time and cost.
Contacts:
Bus. Dev.: Javier Bastante, Director of Business Development, [email protected], 650-403-3564
Press: Johnny Truong, Sonus PR for Keynote DeviceAnywhere, [email protected], 415-830-4530
Sales: [email protected]
