FinovateFall 2017 – AFS

FinovateFall 2017 – AFS

How they describe themselves: AFS® combines financial expertise with technological innovation to provide the financial industry with the ability to transform their business to compete and prosper. By anticipating industry trends and taking into account the total customer experience, AFS integrates into financial institutions credit process enabling them to be competitive and grow market opportunities. We are the only provider that has an out-of-the-box commercial lending solution geared for growth-AFSVision-that is mobile and digital, operating completely in real-time. With AFS, financial institutions have the best ability to deliver the ultimate customer experience with a faster path to growth and profitability.

How they describe their product/innovation: AFSVision’s real-time processing capabilities are scalable from the smallest commercial loan to the largest, most complex, multi-investor, multicurrency loans. Commercial loans fall into many segments with an assortment of siloed solutions managing these segments. AFSVision, the ONLY real-time, mobile-enabled commercial loan solution allows a bank to run its ENTIRE commercial loan business on one common platform anywhere. AFSVision provides real-time access to data and critical functionality by any stakeholder, in the loan whether it be the Borrower, the Banker, or an Investor for a very small loan ($100,000) and for a large syndicated multicurrency loan with many investors ($5,000,000,000).

Product distribution strategy: Direct to Business (B2B)

Contact

Bus. Dev. & Sales: Gary Harrell, Managing Director, [email protected], 704-887-5225
Press: Rene Baron Coady, Marketing Director, [email protected], 484-875-1120

FinovateFall 2017 – Digital Onboarding

FinovateFall 2017 – Digital Onboarding

How they describe themselves: Digital Onboarding Inc. is a SaaS technology company focused on helping banking customers activate financial services products. For banks and credit unions, Digital Onboarding provides a fully automated customer onboarding solution that is more efficient and effective than traditional phone calls, emails, direct mail, and print brochures, driving profit by increasing new customer activation rates.

How they describe their product/innovation: Digital Onboarding replaces the physical new customer “Welcome Kit” folder with an instant text message to a digital journey that walks each account opener through the steps required to activate a financial services product and get the most out of the banking relationship.  Account openers are entered into an automated messaging thread to keep on top of the activation process.  The bank’s onboarding staff benefits from a trackable view of the customer activation funnel and suggested actions to improve conversion rates.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms

Contact

Bus. Dev., Press & Sales: Ted Brown, CEO & Co-Founder, [email protected], 732-996-8394

FinovateFall 2017 – BLUERUSH

How they describe themselves: BLUERUSH primarily targets financial services in reimagining financial tools and customer experiences. We assist in simplifying complex conversations and creating a more engaging experience for consumers and advisors so that individuals move into more active decision making which drives more growth for financial services.

How they describe their product/innovation: INDIVIDEO is a platform that creates personalized, real-time, dynamic videos with big data visualization as its core.

Given the push to educate, engage, and empower smarter financial conversations, INDIVIDEO is meant to recreate an experience by merging video and data to mimic as if a financial advisors was with the user. By doing so, individuals are more engaged with their financial options as the complex data is simplified and told in a more compelling way, more aware of what they should be doing, and ultimately build that personal trust and confidence to take control of their financial options. For businesses, this means reduced costs of acquisitions and conversions, while deliver a more competitive customer experience.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contact

Bus. Dev., Press & Sales: Matt Wrobel, 416-203-0618, ext. 230

FinovateFall 2017 – bpm’online

FinovateFall 2017 – bpm’online

How they describe themselves: Bpm’online provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution of their business strategies. The beauty and the core value of bpm’online products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Bpm’online is a global software vendor that serves thousands of customers worldwide with more than 650 dedicated employees in 7 global offices (Boston, London, Kiev, Moscow, Almaty, Singapore and Melbourne) working on bringing the technology of tomorrow into today’s market. Bpm’online has been widely recognized by key industry analysts, receiving multiple awards.

How they describe their product/innovation: Bpm’online financial services is an innovative process-driven CRM designed for corporate and retail banks and financial institutions to streamline customer-facing processes and enhance customer experience. Its core advantages for users are intelligent business process management capabilities and a single platform for all customer-facing operations. Bpm’online consistently updates its tools for business process management to enable users to change and optimize processes faster than ever. It enables users to specify a custom sequence of steps for case stages as well as create several case flows for one section. In addition, intelligent Natural Language Processing tools enrich customer profile with the most accurate data from incoming emails.

Product distribution strategy: Direct to Business (B2B)

Contact

Bus. Dev.: Andie Dovgan, Global Sales Director, Americas, [email protected]
Press: Gregory Rosa, PR Specialist, [email protected]
Sales: Andie Dovgan, Global Sales Director, Americas, [email protected]

FinovateFall 2017 – CASHOFF

FinovateFall 2017 – CASHOFF

How they describe themselves: CASHOFF LLC is a research laboratory. The main field of activity is development of the service for collecting and analysis of financial flows of banks clients. Customers of the company are 25 banks including several major banks in Europe (Citi, Sberbank, Tinkoff Bank, Alfa-Bank, etc) having over 100 million consumers. Partners of the company are leading e-banks development companies.

How they describe their product/innovation: We provide our customers with the service which helps them to collect data about their clients from different sources (banks, merchants, wallets, providers, loyalty programs) and create profiles of clients based on the model of their financial behavior (transactions) and consumer preferences (receipts with items).

Results of analysis are used in scoring systems, loyalty programs and pfm services in mobile banking applications.

The service is cloud based but banks data transferred to the service is completely anonymous (without names, cards numbers and other personal information).

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contact

Dmitry Gorkov, CEO, [email protected]

FinovateFall 2017 – College Affordabiity

FinovateFall 2017 – College Affordabiity

How they describe themselves: College Affordability LLC has developed a revolutionary approach to the various college financial decisions that students, parents and financial professionals are facing.  We simplify this process by bringing transparency to the cost and debt of college.  College Affordability is a self-funded to date and headquartered in Drexel Hill, PA.  Our goal is to help the 50 million people facing these decisions by providing a customized solution throughout the entire college financial process.  In addition to the software, we developed an 18 CFP CE college funding and student loan training program.

How they describe their product/innovation: College Affordability introduced the first comprehensive college financial decision support system in 2016.  It is called EFC PLUS.  Our innovative solution generates a custom financial outcome at the various decision points of the college funding and student loan repayment process.  The EFC PLUS tool is unique since it evolves with the student from planning for college to student loan repayment.  It helps families and financial professionals prevent excessive student debt, maximize their resources and find the best college value.  Our easy to use interface allows for students, parents and financial professionals to interact easily while keeping personal information confidential.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

Contact

Bus. Dev.: Fred Amrein, CEO, [email protected], 610-789-1255

FinovateFall 2017 – cyber Productivity

FinovateFall 2017 – cyber Productivity

How they describe themselves: cyberProductivity is the leading provider of white label SMB accounting and cash flow management solutions for banks serving SMB clients. Helps banks acquire new business & loyalize existing SMB customers by offering a range of new services through a fully automated online accounting platform. First online integration at mBank, member of Commerzbank Group ($35 bn in assets). Over 2 million processed transactions, 50% new business penetration and high usage by SMB customers confirm the viability of the solution.

How they describe their product/innovation: The platform automates accounting processes, simplifies invoicing, payments, improves cash flow management in real time. Seamlessly accessible from a bank account, an intuitive interface saves the SMB user time with quick actions, easy cash forecasts and real time financial status of the business. Contextual cross-sell tools let the bank generate new revenues from factoring, loans, payments and other product sales faster than competition. MIT FinTech Future Commerce finalist. EFMA-Accenture Distribution & Marketing Innovation Award for  the Best Service or Product.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contact

Bus. Dev.: Greg Mozdzynski, Business Development Director, [email protected]
Press: Rafal Strzelecki, CEO, [email protected]
Sales: Artur Mojecki, Sales Director, [email protected]

FinDEVr London 2017 – Aerospike

Aerospike is an enterprise-class, NoSQL database solution that enables digital transformation by powering real-time, mission-critical applications and analytics across industries, including AdTech, eCommerce, telecommunications, and financial services. With use cases ranging from real-time billing to fraud detection, Aerospike delivers predictable performance at scale, superior uptime, and high availability at the lowest total cost of ownership (TCO) compared to relational and first-generation NoSQL databases. Recognized by industry analysts as a visionary and leader, Aerospike is the database behind Nielsen Marketing Cloud, Williams Sonoma, InMobi, Kayak, and AppNexus. Available in two versions – Enterprise Edition and Community Edition – Aerospike is currently available for download at www.aerospike.com. Aerospike is a privately-held company based in Mountain View, CA, and is backed by New Enterprise Associates, Alsop Louie Partners, and CNTP.

Presentation

Rapid Application Design in Financial Services

Internet-sourced technologies such as application frameworks, API and data management systems, and NoSQL databases introduce a world of new capabilities to enterprises. But retail banks face challenges integrating some of these more sophisticated offerings. In this talk, we will present real-world examples of adapting these technologies to older order management systems and address book systems such as Hogan.

What You’ll Learn

  • How to bring financial service workflows into the twenty-first century with the use of Internet technologies
  • How to use Internet technologies to provide access to more data (petabytes)
  • How to support agile, innovative algorithms and libraries

Presenter

Brian Bulkowski, CTO & Co-Founder

linkedin.com/in/bbulkow  |  @bbulkow  |  [email protected]

Brian has more than 25 years of experience in the Silicon Valley as a team leader, architect, and senior manager, entirely in the area of large-scale server infrastructures (commodity routers at Novell, video servers at Starlight Networks, large-scale broadband at Liberate, and distributed computation at Aggregate Knowledge).

FinDEVr London 2017 – aixigo

aixigo is about technology for personal investments. We believe this business is facing a crucial change. Due to fierce regulations, low-interest rates and rapidly evolving customer expectations, the highly attractive personal investment business is due for a revolution through digitalisation. Game changing institutions will industrialize the manufactured wealth management, turning it into a mass retail service with a 1:1 product-to-customer individuality.

aixigo delivers the infrastructure, a high performance portfolio management set of APIs, capable of handling millions of customers in milliseconds using transaction based technology, such as composing, monitoring, rebalancing, ordering and reporting of an individual portfolio.

Presentation

Digital Wealth Management with APIs

aixigo provides high performance wealth management software for digitalization and process automation. In this presentation, we create a business process for monitoring and rebalancing portfolios according to their investment guidelines. In a live coding session, we will show how to use our portfolio management REST-services to develop this BPM process. At the end, you will see a running workflow that identifies portfolios, rebalances them and creates orders. This workflow is a core component of an automated wealth management solution – just one example of how easily you can use our RESTful-API. The services are capable of handling millions of portfolios, so this process scales at retail level. In addition, they also handle ultra-large portfolios for High-Net-Worth customers in breath-taking time.

What You’ll Learn

  • Creating digital wealth management processes has become easy by using our API regardless of the number or size of customers you have to manage.
  • You can use our building blocks in order to create new business models and better customer experience.
  • We release you from the burden of monolithic legacy solutions and offer a lightweight and flexible way to solve business needs.

Presenters

Marcus Gruendler, Head of Portfolio Management Systems

linkedin.com/in/marcus-grĂĽndler-7b011b33

Jonas Pommerening, Software Developer

FinDEVr London 2017 – CASHOFF

CASHOFF LLC is a research laboratory. The main field of activity is development of the service for collecting and analyzing financial flows of bank clients. Customers of the company are 15+ banks including two major ones having 100M consumers.

The company provides customers with the service which helps them to collect data about their clients from different sources (banks, merchants, wallets, providers) and create profiles of clients based on the model of their financial behavior (transactions) and consumer preferences (receipts with items). Results of analysis are used in scoring systems, loyalty programs and PFM services in mobile banking applications.

The service is cloud based but bank data transferred to the service is completely anonymous (without names, cards numbers and other personal information).

Presentation

Collecting and Analyzing Financial Data

The presentation is about technologies for collecting and analyzing financial data and examples of using it in scoring systems, loyalty programs and PFM services.

What You’ll Learn

  • Results of research (Accenture, Ipsos) show that a typical household or even one consumer has accounts in different banks. The client of our customer can see all the household’s cards in one place.
  • Transaction Before Processing: 28/04/2017 “GBP TSC London” 3ÂŁ.
    • After processing: 28/04/2017 Logo TESCO E1W 1LE:
      British Whole Milk 2.272L; 1ÂŁ; Food
      Clover Original Spread 1Kg; 2ÂŁ; Food
  • Complete knowledge about the client (all his finances and goods) allows to suggest to him the most relevant offers and show calculated benefits in digits. Items in receipts open doors to supplier’s ad.

Presenters

Dmitry Gorkov, CEO

linkedin.com/in/gorkov  |  [email protected]  |  +79150984990

Timothy Bevan, Co-CEO, BCS Global Markets

[email protected]  |  +44 786 647 96 64

Tim is co-CEO of the UK entity within BCS Global Markets, BCS Prime Brokerage Ltd. He is Global Head of Prime Brokerage, responsible for the client margin trading & financing business in London. Tim began his career at Tilney Investment Management and spent 5+ years at the London Stock Exchange.

FinDEVr London 2017 – Cognitect

Cognitect is a technology partner with products and customized development teams building next-generation information systems to solve essential problems. Replicating multi-regional data, smoothly moving data between your transactional, reporting, and BI systems, processing 50,000 transactions per second while guaranteeing 100% data consistency across your systems – these are just some of the business-critical information challenges we successfully tackle. Our innovations power the core of the world’s leading brands and industries – 14 of the top 50 global leading companies use our technology, and we’ve worked directly with many of the largest financial institutions and the hottest fintech startups. If you are struggling with a data-centric problem that seems impossible to solve, call us. We can help.

Presentation

Unlocking Hidden Value In Your Data

Cognitect believes that data is the most valuable asset for modern businesses, especially for financial services firms. Unfortunately, most companies have locked away a lot of those assets in multiple datastores and are missing the most valuable part of having that data to begin with. We will demonstrate how Cognitect, and our innovations such as Datomic, have solved seemingly impossible problems: replicating multi-regional data, smoothly moving data between your transactional, reporting, and BI systems with an ETL time limit of several seconds, processing 50,000 transactions per second while guaranteeing 100% data consistency across your systems.

What You’ll Learn

  • Replicating multi-regional data, smoothly moving data between your transactional, reporting, and BI systems with an ETL time limit of several seconds.
  • Processing 50,000 + transactions per second while guaranteeing 100% data consistency across your systems requires an innovative approach to query management.
  • True time series and historical query potential gives you actionable insight into individual customers, accounts, and transaction trends.

Presenter

Justin Gehtland, CEO

linkedin.com/in/justingehtland  |  @jgehtland

Justin Gehtland is the co-founder and CEO of Cognitect, Inc., a consulting/product/research organization located in the Research Triangle of North Carolina. Justin has been developing applications with static and dynamic languages since 1992. He has written code with Java, .NET, C#, Visual Basic, Perl, Python, Ruby, and Clojure. He loves to talk, especially in front of people, but all by himself in the corner if he must. Justin is currently focused on: distributed data problems, agile cloud adoption, AWS, and functional programming.

FinDEVr London 2017 – Currencycloud

Currencycloud’s Payment Engine is the power inside countless businesses, driving the transformation of the global payments landscape. The company is re-imagining the way money flows through the global digital economy, allowing payment firms to remove the friction and inefficiencies of traditional cross-border payments using its flexible APIs. Launched in 2012, Currencycloud is based in London and is regulated in Europe, the US and Canada.

Presentation

Flexible APIs in Action

Currencycloud Payment Engine is built by developers, with developers in mind. By building a sophisticated Payment Engine, we have taken the complexity out of international payments both for our clients and for our clients’ customers.

Hear firsthand how our clients have easily integrated with us and witness a live demo of our flexible APIs that enable users to develop game-changing services on top of the Currencycloud Payment Engine.

What You’ll Learn

  • What our Payment Engine allows clients to do
  • Hear a firsthand case study
  • Witness a live demo of our flexible APIs

Presenters

Ed Addario, CTO, Currencycloud

[email protected]

Ed has held executive positions at start-ups and large companies both in the UK and the US and joined Currencycloud as CTO in late 2016 from Misys, where he was the Global Head of Architecture and Integration.

Michiel Prins, Co-Founder, HackerOne