How they describe themselves: Powerlytics has a market intelligence and analytics platform that powers better decisions by using the most accurate and comprehensive business and consumer financial data available. Powerlytics’ products and data are utilized in three primary areas: credit risk and compliance, marketing, and predicative analytics.
Our consumer and business products are underpinned with the tax return data for 144M households and 27M businesses that file tax returns. While for confidentiality reasons all of the data is anonymized, it can be aggregated in over 1B different combinations, providing unparalleled insights for decision making with over 300 consumer and business line items and variables.
How they describe their product/innovation: Powerlytics Lending Workbench is a series of products that provides financial institutions an unprecedented level of data accuracy and granularity throughout the lending life cycle. The Market Strategy platform covers key decision points such as totals for revenue, debt, and number of companies across over 1,110 industries, down to a county level. The Portfolio Concentration platform scores companies based on size and industry across multiple geographies or within a geography. Scores focus on risk, growth, and profitability across 27M businesses to assess market risk and opportunity. Powerlytics Business Benchmarks provides detailed company benchmarking.
Product distribution strategy: Direct to Business (B2B), through other fintech companies
Contacts:
Bus. Dev. & Sales: Pat Brown, Senior Director of Strategic Sales, [email protected]
Tom Santoni, Senior Director of Strategic Partnerships, [email protected]
Press: Greg Matusky, Gregory FCA, [email protected]
How they describe themselves: Market Prophit is an NYC-based financial, Big Data and analytics company that analyzes stock-related chatter in social media and generates real-time sentiment, buzz, and other metrics for retail and institutional investors.
Market Prophit also quantitatively ranks financial bloggers in social media based on the accuracy of their stock calls and track record of predictions. Think of it as “Morningstar + Klout” for financial bloggers. Market Prophit’s blogger ranking system allows investors to easily identify and discover the mavens in the crowd with the highest quality of information about the stocks they care about. Market Prophit’s unique blogger-ranking algorithms help generate more robust sentiment signals while significantly reducing the noise in the social media stream.
How they describe their product/innovation: Market Prophit is demoing its full functionality with its recently launched proprietary quantitative blogger ranking system. Market Prophit quantitatively scores and ranks financial bloggers in social media based on the accuracy of their stock calls and track record of predictions. Using our unique ranking system, Market Prophit generates sentiment signals that have less noise than generic crowd-based sentiment signals and generate more alpha based on historical back tests. Our innovation is the ability to take unstructured conversations and turn them into quantifiable measures of predictability and performance in real time, allowing for easy search and discovery of quality information by investors without having to wade through millions of messages.
Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev., Press & Sales: Igor Gonta, CEO, [email protected]
How they describe themselves: Motif Investing is an online broker that is changing the face of investing. The company’s simple, yet powerful platform allows individuals and advisors to invest in collections of stocks and ETFs centered around ideas or investment strategies. A motif is a basket of up to 30 thematically weighted securities that trades real time with a single click for only $9.95. Customers can buy pre-built motifs, customize them, or create new motifs. Motif Investing is a registered broker dealer and a member of SIPC.
How they describe their product/innovation: Motif Investing is debuting a new groundbreaking platform for investment advisors that will transform the way they conduct business and interact with clients. The Motif Advisor Platform dramatically streamlines how advisors build, monitor, and rebalance model portfolios around various asset classes so they can provide the highest level of service to clients. They will also have the ability to share market insights and portfolio updates with their clients through user-friendly social technology.
Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through other fintech companies and platforms
Contacts:
Bus. Dev.: Hardeep Walia, CEO, [email protected], 650-251-4418 x1515
Press: Marisa Lam, GMK Communications, [email protected], 650-232-7188
How they describe themselves: MShift has been providing mobile banking and payment solutions to US merchants and financial institutions since 1999. With customers across North America, we provide mobile solutions that help consumers make purchases and manage their finances.
How they describe their product/innovation: AnyWhereMobile is a mobile payment network that will reverse the trend of Durbin and stabilize debit card margins for issuers while reducing interchange for merchants by 50%. AnyWhereMobile issuers will benefit from increased transaction volume, as merchants will be incentivized to steer a consumer’s tender choice to AnyWhereMobile. Our innovation creates a win-win-win for financial institutions, merchants, and consumers by fundamentally reducing the cost of a payment and passing the savings on to all three parties. AnyWhereMobile payments are authorized and secured at the point of sale in real time and have no dependency on any static card numbers.
Product Distribution Strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts:
Bus. Dev., Press & Sales: Jeff Chen, VP Bus. Dev., [email protected]
How they describe themselves: Nearex aims to empower people by simplifying proximity transactions, such as micropayments, using mobile technology. Nearex was founded by veterans of the mobile and financial industries with extensive exposure to emerging markets where mobile money services are driving large-scale financial inclusion for mostly unbanked societies.
Nearex has realized that enabling cashless, small day-to-day payments using mobile wallets in the emerging world is a business opportunity worth hundreds of billions of dollars annually. Mobile phones address the consumer side of this need, but unless all small merchants can accept mobile payments, cashless micropayments will remain a myth. A solution has to be as easy to use as cash while being affordable for both sides. Nearex has developed Xip, a mobile micropayment solution that meets this very need.
How they describe their product/innovation: The Xip Micropayment System harnesses the widespread presence of mobile phones and rising use of mobile money to create an affordable, simple-to-use cash alternative for all kinds of day-to-day payments.
At the core of the solution is XipPOS for merchants, a low cost credit card size Mobile POS that has its own GSM radio core. It is highly portable, ruggedized, and uses NFC for contactless transactions. The consumers are given XipTAG, a personalized NFC card or sticker connected to their Mobile Money account. Payments are made by simply tapping XipTAG on the XipPOS. The existing mobile phone of the consumer is used as the acknowledgement interface. A cloud-based mediation server facilitates easy scaling and highly secured integration of Xip within a wide range of mobile money and banking environments.
XipPOS can be used individually by small merchants or easily integrated to meet the sophisticated demands of multi-outlet, multi-till retail establishments.
Product Distribution Strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev., Press & Sales: Mayank Sharma, CEO, [email protected]
How they describe themselves: NICE (NASDAQ: NICE) is the worldwide leader of software solutions that deliver strategic insights by capturing and analyzing mass quantities of structured and unstructured data in real time from multiple sources – this includes phone calls, mobile apps, emails, chat, social media, and video. NICE solutions enable organizations to take the Next-Best-Action to improve customer experience and business results, ensure compliance, and fight financial crime. NICE solutions are used by over 25,000 organizations in more than 150 countries, including over 80 of the Fortune 100 companies.
How they describe their product/innovation: Real-Time Authentication strengthens and streamlines the authentication process by utilizing voice biometrics to authenticate customers in real time during their conversation with an agent.
With Real-Time Authentication, contact centers can:
- Securely authenticate customers in real time with no customer effort
- Expedite time to service and free up more time for revenue generating activities
- Passively enroll the vast majority of their customers seamlessly
- Improve fraud protection on all enrolled accounts
Product Distribution Strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Eran Liron, EVP Marketing & Corporate Development, [email protected]
Press: Erik Snider, Director of Corporate Communications, [email protected], 877-245-7448
Sales: Beeri Mart, Regional VP Fraud & Authentication Solutions, [email protected]
How they describe themselves: Consumers are clamoring for better budgeting solutions. Just look at the 59% of prepaid cards used by banked consumers “to help them budget and control spending” – the number one reason they use prepaid cards.
OnBudget strongly monetizes the budgeting process, creating a uniquely profitable prepaid product for OnBudget and banking partners who license the OnBudget platform. Completely fee-free to users, OnBudget works as a companion to their bank accounts. Setup is effortless, spending is tracked in real time, instant transfers ensure a seamless experience, and the extremely simple and deeply insightful UI encourages habit-forming, long-term use. Plus, OnBudget helps partnering financial institutions recover critical, lost post-Durbin revenues.
How they describe their product/innovation: OnBudget combines a free, simple-to-use app with a free (& totally fee-free) household Budget Card that links to a user’s checking or savings account. Users effortlessly set up and manage budgets, track spending and view spending trends in real time by category. The OnBudget solution eliminates tedious data entry, inaccurate categorization and transaction reporting delays associated with other budgeting and personal financial management solutions. The OnBudget platform analyzes transactions, identifies trends and interacts with users in real time, becoming an instant virtual “envelope budgeting system” that helps banked consumers manage daily living expenses. It’s uncomplicated, intuitive, real time, habit-forming and, best of all, totally free.
Product Distribution Strategy: Direct to Consumer (B2C), through financial institutions, licensed
Contacts:
Bus. Dev.: Jim Collas, CEO & President, [email protected]
Press: Sunny Zobel, PR, [email protected]
Sales: Mike Corrales, VP Marketing, [email protected]
How they describe themselves: Ondot brings together executives from mobile, security, and payment card industries that share a vision of transforming how consumers interact with their financial institutions. Ondot is the creator of Mobile Card Services, a solution that enables financial institutions and their card processors to deliver a new category of proactive control and interactive services to consumers.
How they describe their product/innovation: Ondot empowers cardholders to remotely control their existing credit and debit cards from a smartphone app. Cardholders can lock or unlock their cards, set usage controls by location, merchants, transaction types, and spend limits, and receive and respond instantly to alerts and offers. Ondot’s customers have reduced fraud costs by 60%, increased card revenue by 50%, and gained market share in high-growth consumer segments.
Product Distribution Strategy: Through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. & Sales: [email protected]
Press: [email protected]
How they describe themselves: Some finance professionals (e.g., traders) can make decisions alone. Many other advisory professionals need to convince their clients of the merits of a trade or deal. They are selling an idea and these ideas are physically represented by pitchbooks. Pellucid Analytics is revolutionizing both senior and junior advisory professional workflows. Junior advisory professionals are freed from spreadsheet, data, and chart wrangling. Senior advisory professionals have immediate visual access to a broad and deep chart gallery to support ideation, hypothesis testing, and narrative construction.
How they describe their product/innovation: Pellucid fixes pitchbook creation. It is a tablet and browser-based product tailored to the needs of advisory professionals that compresses the time required to perform a broad range of pitchbook-related activities from days to seconds. Rather than collecting data, running analytics, designing charts, and formatting slides, Pellucid users leverage a large gallery of print-ready charts populated with current data and formatted to firm-specific branding standards. Assembling such charts into a pitchbook is a simple drag-and-drop exercise. As a result, users can focus on applying judgment to information and crafting a compelling message directly relevant to their clients.
Product Distribution Strategy: Direct to Business (B2B), licensed
Contacts:
Bus. Dev., Press & Sales: Brett Crockett, COO, [email protected], 720-336-5150
How they describe themselves: Personal Capital’s mission is to help people live better financial lives. We’ve built powerful web and mobile aggregation software that enables our users to view all of their accounts in one place. In addition, we combine high tech and high touch to deliver financial planning and investment portfolio management services. Our investment clients work one-on-one with an individual Personal Capital advisor to develop personalized strategies to meet their financial goals. We’re democratizing access to great advice and disrupting the $10T wealth management market in the process.
How they describe their product/innovation: Traditional financial advisors have to manually collect, process, calculate, and report back on a prospect’s financial situation to generate a strategy for presentation. Personal Capital combines its award winning account aggregation and customer-facing user interface with a back office that allows our financial advisors to generate 90% of a proposal with one click, saving hundreds of advisor hours per month and allowing us to make our service both more personal and scalable. Once the proposal is created, the advisor can present and drive the discussion through our own remote sharing capability, viewable on any device.
Product Distribution Strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev. & Press: Catha Mullen, Bus. Dev. Manager, [email protected],
415-547-8318
Sales: Jeff Davis, Director of Advisory Sales, [email protected], 415-800-6004
How they describe themselves: Pixeliris is a company with services in the area of technology marketing. The company started 15 years ago proposing audio software and has been expanding ever since with services and research in the area of digital development.
Pixeliris Labs is Pixeliris’ R&D laboratory that has been working over the past five years on different high-tech technologies including contactless communication protocols between smart devices. This research has resulted in several patents in the area of sonic and ultrasonic communication between smart devices.
How they describe their product/innovation: CopSonic is the first universal contactless mobile payment system powered by our unique technology. It is based on sonic communication transiting through the devices’ speakers and microphones. Therefore, our technology is compatible with 100% of existing phones and smartphones, unlike NFC technologies. Several patents have been filed with regard to the security of the transaction.
Our technology allows peer-to-peer transactions between feature phones and smartphones but also enables online passwordless authentication turning the devices into security dongles.
We developed an SDK that allows third-party companies to integrate the modules and, therefore, create a business model based on transaction fees or licenses.
Product Distribution Strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts:
Bus. Dev. & Press: Brian Roeten, Senior Project Manager, [email protected]
Sales: Christian Ruiz, Marketing Director, [email protected]
How they describe themselves: International banking group PrivatBank serves over 20 million corporate and individual сustomers in Ukraine, Latvia, Portugal, Italy, Cyprus, and Georgia. PrivatBank is the leader of the Ukrainian banking sector and one of the largest issuers and acquirers of payment cards in Eastern Europe. It is one of the most innovative banks in the world.
How they describe their product/innovation: Topless Android ATM is an ATM without an unnecessary TOP. It is equipped with an Android phone with an NFC chip, Raspberry Pi, cash dispenser, and safe. The ATM has minimum electronics and no keypad or buttons and is controlled by customers’ smartphones.
Product Distribution Strategy: Direct to Business (B2B), through financial institutions
