As a leader in clearing & execution, Apex is the only clearing firm with proven experience to deliver the solutions tech-forward firms need to thrive in this new world of digital investing. Our flexible, scalable technology solutions combined with our industry expertise and competitive pricing are why we’ve become the clearing firm of choice for tech-savvy fintech and digital advisors firms. As a pioneering solutions provider in the fintech space, we have comprehensive solutions to empower innovation and help you achieve your breakthrough vision.

Presentation

Apex Digital Advice Solutions

As a company that enables innovation and facilitates the fastest and easiest account opening, account funding, and account management experience for the end customer, we are relentlessly dedicated to powering firms that transform the financial services industry. Over the past 4 years, we have evolved as they have evolved, and we are proud to introduce the newest component of our industry leading technology offerings that will enable our clients to get to market faster, scale faster, and ultimately grow their businesses faster. Introducing: Apex Portfolio^TM, our API-driven rebalancing engine solving the needs of firms that are embarking on digital advice.

What You’ll Learn

• How Apex enables client acquisition and asset growth for RIAs and broker dealers through our API ecosystem
• How Apex is uniquely positioned as a custodian to offer the fastest and most streamlined experience for the end customer
• The newest addition to Apex’s API ecosystem that will facilitate sophisticated and automated rebalancing for our digital advice clients

Presenters

Emily Auer, Business Development

[email protected] | 214.765.1068

Sam McIngvale, Head of Strategy

[email protected] | 214.765.1057

AutoGravity is a fintech pioneer on a mission to transform car financing by harnessing the power of the smartphone. AutoGravity partners with the world’s leading banks and financial services companies to give consumers direct control over how they finance their cars. Available as a native iOS, Android and web app, AutoGravity offers a secure and convenient platform that empowers customers with multiple finance offers within its network of trusted car dealerships. Based in Irvine, California, AutoGravity was founded in 2015 by an international team of digital natives and industry veterans. For more information on AutoGravity, please visit autogravity.com and follow @AutoGravityHQ on Twitter.

Presentation

A Digital Marketplace for the Auto Financing Space

AutoGravity has built a proprietary vehicle financing marketplace based on a modern microservices architecture. AutoGravity realizes the full potential of state of the art design – both in terms of cutting-edge UX/UI and also in terms of loosely coupled back-end systems and a proprietary lender matching engine – to optimize the consumer experience using a machine learning framework as well as securely handle sensitive personal information.

What You’ll Learn

• Combination of state-of-the-art mobile/web technology with banking-grade backend technology
• Machine learning in distributed, highly-secure systems
• Scalable B2C and B2B technology in a microservices architecture

Presenter

Martin Prescher, CTO

linkedin.com/in/mprescher | [email protected] | 949.299.7029

Martin Prescher is the CTO of AutoGravity where he leads a team of engineers and data scientists to develop a secure and convenient car financing experience. Prescher is a thought leader in big data analytics and holds a passion for building cutting-edge technology to transform legacy-rich industries.

How they describe themselves: ING Usługi dla Biznesu is a subsidiary of ING Bank Śląski (one of largest banks in Poland) founded in order to design, develop, and operationally deliver innovative services for SME and corporate clients of ING, going beyond the traditional banking offer.

How they describe their product/innovation: Aleo.com is a B2B marketplace, open for companies for all sizes, integrating online procurement services with easy supplier financing powered by ING Bank. It’s a place where buyers can find suppliers, publish an RFP, and negotiate prices on a purchase auction. Suppliers receive notifications on business opportunities and publish their online B2B product/service catalogues. The key financial product embedded in the platform is Aleo Supplier Financing, which enables suppliers to discount their receivables in just few clicks and empowers buyers to negotiate longer payment terms. For ING Bank, Aleo is an opportunity to reach clients with dedicated financial services exactly at the moment of doing business.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Bartosz Traczyk, CEO, [email protected] & Marek Kucharski, CTO, [email protected] & Jakub Wojteczek, Product Development & Marketing Director, [email protected]
Press: Ewa Szerszeń, ING Bank Poland, Deputy Press Spokesman, [email protected]

How they describe themselves: Dynamics was founded and seeded in 2007 by Jeff Mullen, CEO and President. Dynamics produces and manufactures intelligent powered cards, such as advanced payment cards, and is focused on introducing fast-cycle and market-leading innovation to top card issuers.

How they describe their product/innovation: The company’s commercial applications are the world’s first fully card-programmable payment interfaces (stripe, EMV, NFC) for use in next-generation payment cards.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Press: Kyle Kunkle, [email protected], 814-288-7611
Sales: Brian Schuliger, [email protected] & Mike Gerome, [email protected]

How they describe themselves: Daon is a leading provider of biometric authentication and identity assurance solutions to enterprise and public sector customers worldwide. Daon is recognized as an innovator for securely and conveniently combining biometric and identity capabilities in multiple channels, empowering our customers and their users to choose the factor or combination of factors that best meet their needs. Daon’s offerings include rich mobile biometric authentication and biometric identity management solutions with deployments that span digital banking, payments verification, border management, immigration, employee credentialing, national ID, passports, driver’s licenses, voter registration, beneficiary verification, and cloud authentication.

How they describe their product/innovation: IdentityX^® is a universal mobile biometric authentication platform that verifies a person is who they claim to be using biometrics such as their face, voice, and fingerprint. IdentityX deploys biometrics with a combination of device binding, geolocation, liveness detection, and more to facilitate a seamless authentication experience that is inherently multi-factor. IdentityX was built with an eye toward the future, allowing for easy integration of new technology and biometric modalities as they become available. This technology is perfect for banks and payments processors as a convenient, fast, secure way for customers to do business online and is currently used by millions across the globe.

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

Contacts:

Press: Travis Wachter, Director of Marketing Communications, [email protected], 703-984-4016
Sales: Robert Long, SVPAmericas, [email protected], 703-984-4013

How they describe themselves: 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 businesses to remove the friction and inefficiencies of traditional cross-border payments using its flexible APIs. Launched in 2012. Currencycloud is regulated in Europe, the US and Canada, with offices in New York and London. For more information please visit www.currencycloud.com.

How they describe their product/innovation: Dedicated Data Feeds is a new product offering that allows businesses to access API calls to provide a stand-alone, specialist business requirement. Currently available for FX Rates and Bank Validation, this service is easy to implement and delivers a fast, reliable and cost effective solution.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Dov Marmor, Head of Partnerships, [email protected] & Peter Cunha, Business Development, [email protected]
Press: Amy O’Connor, [email protected]
Sales: Nabeel Siddiqui, VP North America, [email protected]

How they describe themselves: CRMNEXT redefines the role of CRM as the transformation and innovation platform for leading global banks. We power world class, Omni-Channel customer interactions seamlessly traversing retail, credit, mortgage, wealth, brokerage, branch, call center, and digital channels; finally eliminating the artificial barriers between channels, products and processes! A Gartner recognized, leading customer engagement platform, deployed on premise or in the cloud, CRMNEXT starts where other platforms stop, orchestrating interactions with your existing systems without the need to replicate customer data or write complicated code. Our powerful integration engine configured 100 bi-directional system connections in 60 days for a bank, and achieved over 70% employee adoption. CRMNEXT transforms the bank’s ability to drive customer value, grow relationships and serve by simplifying the customers’ journeys, unifying bank processes, and delivering compelling innovation.

How they describe their product/innovation: CRMNEXT is the only proven, complete customer engagement platform tailored to meet the unique digital and assisted touchpoint needs of financial services companies. Both customers and employees across departments benefit from CRMNEXT’s suite of traditional CRM tools and our innovative Bank-in-a-Box, Vivid Customer Journeys, Autonoma Integration Engine, Trinity Cross-Sell, Catalyst Performance Modeler, Autoflow BPM, Mobile Sales Maps, Marketing and Social Tools. Our single, holistic platform easily integrates CRM with core and external systems to enable True Omni-Channel workflows, allowing customers to begin a process in a self-service channel and seamlessly transition to an informed assisted-channel to finish the process with no data loss or re-work required. Measured results for CRMNEXT financial service customers are remarkable and compelling: 40% improvement in NPS, 86% improvement in customer loyalty, 400% increase in leads and 200% increase in lead conversions.

Product distribution strategy: Direct to Business (B2B), through ISVs, and other Fintech Service Providers and Platform Partners

Contacts:

Bus. Dev., Press, & Sales: Joe Salesky, CEO, [email protected]

How they describe themselves: Consdata is a modern and agile software development company specializing in meeting the information technology needs of banks, financial institutions and government organizations. We create enterprise systems for our clients, provide them access to our proprietary products and outsource our team of experts to develop and execute innovative solutions for customers in both the public and private sectors.

Consdata’s market differentiator is our development process, which focuses heavily on close collaboration with clients to implement ready-made but modifiable solutions, such as the eximee™ Platform, as well as creating bespoke options. We aim to deliver business value and sustainability with our products and services.

How they describe their product/innovation: Our proprietary eximee™ Platform is a comprehensive e-form management solution for banks and financial institutions that significantly enhances and supports their front-end communication with customers. Our innovative middleware can be installed as an on-site solution and integrated with an institution’s legacy systems to allow for services to be structured similar to a modern e-commerce or mobile app. It fosters sales development, client conversion and business velocity by being a fully automated tool for flexible and efficient design, deployment and management of all required forms within their life cycle. It is truly the “last mile” cost-effective, long term solution to making digital sales possible across all channels.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Sales: Maciej Olejniczak, Head of Sales, [email protected]
Press: [email protected]

How they describe themselves: Clinc is building the most advanced artificial intelligence (AI) platform on the planet to enhance human knowledge and understanding. Clinc’s mission is to lead the transformative shift in AI from research to commercialization, and our first product is a mobile financial advisor that integrates seamlessly into financial institutions’ mobile banking apps. Backed by years of experience building sophisticated AI systems, Clinc delivers tangible value for consumers and businesses. The co-founding team is comprised of four Michigan professors and researchers, highly-published and renowned for their work in building intelligent personal assistants and other core technologies for artificial intelligence.

How they describe their product/innovation: Consumers want simple, natural ways to deal with their finances. The BankCoach is the first intelligent financial assistant that allows users to talk to their bank accounts in a natural and conversational way, and get personalized answers to questions such as: “Did I get paid yet?”, “How much did I spend on that trip to Chicago?”, “What are your best mortgage rates?”, and “I think I dropped lots of money on bars this week. How much was that?”. Answers are delivered in natural language along with visuals to strengthen knowledge and understanding. Most importantly, Clinc is not based on user commands or hardcoded Q&A. Users can ask whatever they want and Clinc understands.

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

Contacts:

Bus. Dev.: Jason Mars, CEO & President, [email protected], 434-242-3920
Press: Ben Pavlovic, VineSprout Public Relations, [email protected], 312-961-3919
Sales: Andrew Bank, Strategy & Business Development, [email protected], 734-531-8489

How they describe themselves: brandCrowder is a web-based alternative investment platform for franchise-related funds. BrandCrowder gives investors (e.g., institutional, accredited, and non-accredited) the opportunity to invest directly in America’s most successful franchise businesses.

How they describe their product/innovation: The brandCrowder platform incorporates syndicate and portfolio functionality in top branded franchises, matching investors with successful established franchisee developers and premier franchise brands.

Product distribution strategy: B2B and B2C via fintech platform

Contacts:

Bus. Dev.: Francois M. Nabwangu, J.D., CFO, [email protected], 917-678-4496

Press & Sales: Robert Armiak, [email protected], 614-562-3031

How they describe themselves: BondIT drives sales by empowering relationship managers and trading desks with data-driven, personalized, optimal investment recommendations increasing trade flow and revenues. BondIT improves the customer’s experience by constructing tailor-made, intelligent portfolios and providing on-demand, timely, comprehensive reports. BondIT improves portfolio management efficiency by enabling construction, reallocation and re-balance of optimal bond portfolios in minutes and by reducing friction between the fixed income desk and relationship manager. BondIT technology is backed by proprietary machine learning algorithms.

How they describe their product/innovation: Our innovative solution optimally constructs or improves fixed income portfolios. BondIT’s platform is a clean and agile B2B solution that provides our clients with unparalleled capabilities to manage fixed income portfolios, from inception to proactive monitoring. The heart of BondIT is its machine-learning algorithms that are used to generate optimized bond portfolios recommendations and greatly assist in cleansing spotty data received from vendors. These algorithms allow us maximum flexibility in solving non-linear multi-dimensional problems of charting millions of potential portfolios under dozens of different constraints and goals, while ensuring an optimal portfolio tailored-made for each client.

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

Contacts:

Bus. Dev. & Sales: Etai Ravid, CEO, [email protected]
Press: Eran Nachshon, COO, [email protected]

How they describe themselves: A subsidiary of Haworth, Bluescape was conceived in 2010 to create a new way to interact with large data sets. Today, Bluescape works with some of the most innovative and creative enterprises in the world. We strive to deliver the tools and solutions that enable organizations to transform the way they work to create better. We celebrate the discovery of new and effective products that deliver better results and experiences to customers.

How they describe their product/innovation: Bluescape helps financial services companies create better products faster. Its visual collaboration platform lets UX/UI design teams in the financial services sector see the whole picture as they ideate, design, refine, and develop in the first cloud-native interactive workspace that’s ultra-scalable, all-capturing and accessible from any device.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Sue Habernigg, VP Business Development, 650-567-4550
Press: Sue Parente, Tier One Partners, [email protected], 781-642-7788
Sales: Demian Entrekin, CTO & EVP Sales, 650-567-4550