How they describe themselves: Created in 2013 by Silicon Valley tech veterans, TrueAccord is an automated debt recovery platform that bridges the gap between the creditor and those in debt. TrueAccord works with small and large businesses to recover the billions of dollars in lost revenue and works with those in debt to create flexible payments solutions.
TrueAccord has developed a fully automated system that uses behavioral analytics, machine learning and a humanistic approach to help transform the historical antiquated debt recovery industry.
How they describe their product/innovation: After offering its services as a branded, third party collection service, TrueAccord now makes its automated platform available as a white-labeled, SaaS solution. Lenders, Issuers, Retailers and Debt Collectors will now be able to harness the power of true digital, machine-learning-driven communication with their customers and the increased response, recovery and customer satisfaction that come with it.
TrueAccord showcased the debtor experience as well as the flexibility of controls and data feedback a company can get when it uses TrueAccord’s platform for its debt collection needs.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. & Sales: Ohad Samet, CEO, [email protected]
Press: Tracy, [email protected]
How they describe themselves: Trizic is an innovative technology company creating next- generation digital wealth management solutions for financial firms, so they can compete in an increasingly connected and competitive world. With the rapid adoption of digital technology, today’s consumers want to manage their money online and work with their wealth managers there, too. Whether firms are looking to serve the needs of their clients’ children, investors who are not yet in need of full-service wealth management, or even their digitally savvy existing clients, Trizic can help them meet their clients where they increasingly are – online. Our powerful technology solutions can help financial firms accelerate the way they deliver advice in the digital world.
How they describe their product/innovation: Trizic Accelerator is an elegant, cloud-based digital investment advisory platform. It comprises two elements: a beautifully simple, customized online experience for investors; and a powerful, back-end console that automates portfolio management, securities trading, rebalancing, compliance reporting, and client billing. Using Accelerator’s sophisticated technology, financial firms will be able to serve clients across all mobile devices, in a more scalable and productive way by augmenting, not replacing their high-touch, full-service business models.
Product distribution strategy: Business-to-Business (B2B), through financial institutions
Contacts:
Bus. Dev.:Â [email protected]
Press:Â [email protected]
Sales:Â Michael Ghodousim, Sales Associate, [email protected]
How they describe themselves: Top Image Systems (TIS) is a global innovator of intelligent content processing solutions. At the core of the TIS offering is our desire to accelerate document-driven business processes, providing customers with the technology to automatically and digitally transform any information entering an organization into useful, and accessible electronic data, efficiently delivering it into the applications that drive any business.
How they describe their product/innovation: eFLOW Lending is Top Image Systems’ financial technology innovation designed to transform what is currently a very manual, time-consuming and expensive origination process into a streamlined, automated, self-service-enabled experience with automatic “completeness checks” during the application process. With the ability to automatically capture and process any volume of documents of any type, anywhere, at any time, eFLOW Lending optimizes loan processing, increasing accuracy & efficiency for originators. Through document classification and automated data capture, TIS’ solution enables cost reduction & decreases mortgage processing cycle times while ensuring maximum security and compliance.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts:
Bus. Dev.: Gordon Sellers, VP Product Strategy, [email protected]
Press: Shelli Zargary, Director of Corporate Marketing, [email protected]
Sales: Kevin McKee, Director of Mobile Imaging Solutions, [email protected]
How they describe themselves: We connect trending social content to investable companies.
The multiplicity of social chatter that propagates through user communities presents an atypical opportunity to discover and monitor emerging and collapsing trends in a way that was never possible before. So how can investors efficiently identify actionable insights hidden within terabytes of unstructured social data and non-financial news flow?
Our pursuit of that answer inspired TickerTags, a crowd-sourced association taxonomy of tags that has the potential to impact a company’s business or public perception. Built by investors, for investors, to democratize information flow while evolving news monitoring from view-limited tickers to social monitored tags.
How they describe their product/innovation: TickerTags is a public taxonomy comprised of 250,000 keywords and phrases (Tags) that are associated to 8,000 public tickers.
The TickerTag library is monitored by select crowd-sourced investors who leverage their knowledge to help refine, broaden, and update tags across sector and stocks. Frequency and sentiment of Tag mentions across conventional news and social channels are historically indexed for benchmarking, comparison, charting, and alerting. The TickerTags taxonomy evolves news monitoring from view-limited tickers to social-monitored tags that serve to parse the world’s data streams without human bias.
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: Chris Camillo, Co-Founder, [email protected]
How they describe themselves: Today’s payment rails are seriously out of date. The fast/secure initiatives by the Fed and The Clearing House (TCH) will fix the speed of the underlying money transport layer in the US. But there is a missing layer that sits directly above the transport layer that is required to have a robust state-of-the-art worldwide payment ecosystem for the $2 quadrillion dollar/yr B2B and B2C payment market. Token is partnering with major banks worldwide to provide that secure, fast, and compliant missing layer. Banks set fees on a per customer basis for each transaction.
How they describe their product/innovation: For the past 2,500 years, our payment rails have relied upon the use of shared secrets (such as passwords, account numbers, payment card numbers, and paper signatures). Shared secrets are the root cause of the never-ending security problems with payment cards, checks, and ACH. Tokenization is a band-aid, not a cure. The only real way to create a secure, fast payment ecosystem is to eliminate the use of all shared secrets by using end-to-end secure protocols with digital signatures. This has never been done before anywhere in the world. It is what sets Token apart from all other payment systems.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev., Press & Sales: Steve Kirsch, CEO, [email protected]
How they describe themselves: Stratos is the creator of the Stratos Bluetooth Connected Card™, which consolidates plastic cards into a single, smart, dynamic card. Credit, debit, loyalty, membership and gift cards can be loaded onto the Stratos Card, simplifying the payment experience and empowering people to make better payment decisions all while using a familiar, universally accepted card form. Stratos offers its members free card upgrades, real-time location-based recommendations, patented security features and financial insights to ensure a superior customer experience. Merchants and issuers partnering with Stratos are able to strengthen loyalty and engagement with better data and improved communications to their customers without infrastructure change.
How they describe their product/innovation: Stratos is reinventing your wallet and cards like the iPod and iTunes reinvented your CD collection. Stratos consolidates your debit, credit, loyalty and gift cards into one dynamic card. Stratos Card works in conjunction with Stratos Digital Card Issuance Platform which will debut virtual card issuance, allowing cards to be downloaded instantly, digitizing the physical fulfillment system that issues billions of cards in the US. The platform analyzes card usage trends and interactively engages card members. Stratos works with the mobile lockscreen making real-time location or history-based suggestions, offers patented security card lockdown and insights for a superior customer experience. Its Dual Stripe technology ensures 100% compatibility with existing card acceptance infrastructure.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev.: Thiago Olson, Co-Founder & CEO, [email protected]
Press: Sheila Dahlgren, CMO, [email protected]
Sales: Sheila Dahlgren, CMO, [email protected]
How they describe themselves: StockViews is a platform that harnesses the wisdom of crowds to give investors an edge in financial markets. We connect investors who are looking for stock ideas with independent analysts and small firms publishing equity research online. StockViews currently has over 500 analysts who actively issue ratings and publish research direct to our platform. Our ranking system measures the performance of every recommendation and provides a score for every piece of research. Investors use StockViews to cut through the noise and quickly identify the analysts and the research that are most likely to deliver alpha.
How they describe their product/innovation: The “StockViews Signal” aggregates the recommendations of our top-rated analysts into a unique and powerful buy or sell signal. Previous attempts to crowdsource market wisdom have failed because the result tends to mirror the conclusion already reached by the market (the market is itself a crowdsourcing mechanism). Instead of crowdsourcing opinion, we crowdsource alpha by aggregating only the opinions of those analysts who have demonstrated a consistent track record of beating the market.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev., Press & Sales: Thomas Beevers, CEO & Co-Founder, [email protected]
How they describe themselves: Someone With Group develops fraud resistant, banking compliant crowdfunding solutions for healthcare systems and related markets.
In addition to creating patient goodwill, the platform reduces the amount of unpaid medical bills by offering patients another source of funds – family and friends who want to do something to help. With over $40B in uncompensated care each year, this solution is vital for healthcare systems.
Unique to the healthcare market, this patent-pending solution presents a significant barrier to entry for competitors. Someone With Group derives revenue from hospital sponsorship fees and a percentage of the contribution made to patients.
How they describe their product/innovation: Someone With Group’s white label crowdfunding platform provides hospital-sponsored patients, struggling to pay their medical bills, a new source of funds. Using our online toolkit and live coaching, patients create fundraising campaigns and broadcast those campaigns via social media and email.
The Someone With Group solution verifies patients’ identities, is HIPAA and banking regulation compliant, and adheres to anti-money laundering practices. Contributions are loaded onto a GPR MasterCard debit card. Spending is restricted to medical bills and medical supplies.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Matt Pomrink, President & COO, [email protected], 301-304-3033 x702
Press: Jill L. Kerr, VP Marketing & Membership, [email protected], 301-304-3033 x703
Sales: Clay Chase, VP Sales, [email protected], 301-304-3033 x705
How they describe themselves: SmartAsset is a financial technology and data company that provides transparent, automated, and personalized advice on big personal finance decisions. Our technology helps users arrive at the best answers for questions like how much house can I afford? Is it better to buy or rent? How much should I be saving up for retirement? And other topics.
How they describe their product/innovation: We’ve launched a revamped version of our site that allows the user to navigate through our tools more easily and bring an increased layer of transparency to our recommendations. The new format provides a simpler and more intuitive understanding of how the complex financial decisions users are about to make will impact their finances and lives.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev.: Mihi Apte, VP Bus. Dev., [email protected], 703-473-8263
Press: Asees Singh, [email protected], 760-717-6596
Sales: Chris Spadafino, VP Digital Sales, [email protected], 914-980-9113
How they describe themselves: From banking to e-commerce to telecom, the applications for the Slice Platform are endless. It’s the only source of item-level purchase data across the largest base of online consumers (two million and counting), capturing all digital commerce across all devices, across all categories, updated daily.
How they describe their product/innovation: The Slice Platform lets financial institutions build new features and functionalities based on a visitor’s online purchase profile, using the largest and most comprehensive set of online purchase data anywhere.
Slice’s custom partner implementations are white-label applications of Slice data that create new personalization, monetization, retention and advertising opportunities.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev.: Karen Chu, Director Bus. Dev., [email protected]
Press: Jaimee Minney, VP Marketing, [email protected] &
Frankie Timmons, PR lead, [email protected]
Sales: Ken Cassar, VP Analytics Solutions, [email protected]
How they describe themselves: SizeUp is big data for small businesses. It provides business intelligence and market research to companies so they can make smarter decisions through data. SizeUp is licensed by financial institutions as a value added service differentiator given to help their business customers succeed and grow. SizeUp currently provides: (1) Competitive benchmarks: Compare your business performance to your industry competitors across multiple performance indicators. (2) Find customers, suppliers, and competitors: Geographically discover and identify potential customers, suppliers, and competitors to grow your business. (3) Best locations to advertise: Identify the best geographic locations to advertise based on industry and demographic characteristics.
How they describe their product/innovation: SizeUp FI (Financial Institutions) is a new service that enables FIs to provide their customers with valuable business intelligence directly through the FI’s own website. SizeUp provides FIs:
- Consistent reengagement with customers through “sticky” data services.
- Stronger partnerships with business customers by helping them succeed with Big Data insights they previously couldn’t afford or understand.
- Introduction to the FI’s relevant products and services through SizeUp’s tools at specific decision-points of the customer’s business lifecycle.
- New value FIs can provide outside of “me too” FI business offerings.
- Multiple versions of SizeUp FI enabling the FI to provide its own custom implementation.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev. & Sales: Thomas Barron, VP Bus. Dev., [email protected]
Press: Alissa Sklar, Marketing Director, [email protected]
How they describe themselves: Shoeboxed pioneered email and mobile receipt processing 8 years ago and is the world’s leading provider of it, powering banks, accounting apps and more.
How they describe their product/innovation: Receipt capture is becoming a standard banking feature: Taking pictures of receipts with a mobile phone that are then matched to the corresponding credit card transaction was just the beginning. We expanded into pulling email receipts into online and mobile banking apps for people automatically, extracting the actual items people bought from e-receipts, and helping fraud protection,
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Tobias Walter, [email protected], 919-943-5507
Press: Claudia Amand, [email protected], 919-457-7611
Sales: Alex Anderson, [email protected], 919-687-4269
