How they describe themselves: Red Zebra Analytics is a company that has created a new type of loyalty program. We call it 3D OFFERS because Consumers, Merchants and Retail Banks benefit from every offer. 3D OFFERS is a system that allows merchants to place cash-back offers in the digital banking environment, in a way that is highly sensitive to customer needs and compliant with restrictive data and privacy protection policies.

How they describe their product/innovation: An Online and Mobile Offers Platform for Banks. It allows merchants to place targeted offers on the online banking experience, also accessible through mobile devices. The product is first launched in 2014 with Wuestenrot Bank AG Pfandbriefbank, Ludwigsburg, Germany.

Product Distribution Strategy: Through financial institutions.

Contacts:

Bus. Dev. & Sales: Attul Sehgal, CEO, Red Zebra Analytics, [email protected]
Press: Charmaine Chan, Account Director, LEWIS PR, [email protected]

How they describe themselves: GMC Software Technology is an award-winning leader in the field of Customer Communications Management. The company develops innovative software solutions that enable businesses to transform the customer experience, reduce costs, and increase agility. Its flagship software, GMC Inspire, is an end-to-end solution for delivering relevant, compliant communications across multiple channels including SMS, email, print, web, and social media. Operating worldwide, the company’s continued growth spans major enterprises in the financial services, insurance, wealth management, and retail banking industry.

How they describe their product/innovation: GMC Software Technology is proposing Inspire Research Portal for Investor. Wealth management groups, investment companies and banks have their own team of market researchers who would study the markets and provide their findings to investors on what they could do to secure or enhance their investments. But the current process is too manual and prone to errors. GMC Software Technology has researched and identified that there is a need to streamline this process, as there is no centralized platform or a total solution which could fulfill all these requirements.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Press: Sheelagh Connelly, Content Marketing Manager, [email protected]
Sales: Jason Chang, VP Sales, S.E. Asia & ANZ, [email protected]

How they describe themselves: GMC Software Technology is an award-winning leader in the field of Customer Communications Management. The company develops innovative software solutions that enable businesses to transform the customer experience, reduce costs, and increase agility. Its flagship software, GMC Inspire, is an end-to-end solution for delivering relevant, compliant communications across multiple channels including SMS, email, print, web, and social media. Operating worldwide, the company’s continued growth spans major enterprises in the financial services, insurance, wealth management, and retail banking industry.

How they describe their product/innovation: An innovative tablet application, enabling a totally paperless client on-boarding process for retail banks. The solution allows banking agents to on-board a client with proof of identity, photo, signature and more without using any paper processes removing significant cost and time. On completing the process, clients are sent a digital dynamic welcome kit where they can click on different sections, drill down to areas of interest and view all their signed documents electronically. The welcome kit and all documents can be accessed on any PC or mobile device supporting a completely paperless end-to-end client on-boarding process.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev: Antoine Hemon-Laurens, Mobile Strategy Consultant, PMM, [email protected]
Press: Sheelagh Connelly, Content Marketing Manager, [email protected]
Sales: Jason Chang, VP Sales, S.E. Asia & ANZ, [email protected]

How they describe themselves: FinanceIt allows businesses to offer consumer financing to their customers at the point of sale with any device.

How they describe their product/innovation: FinanceIt iPad App with ID scan instant approvals and borrower facing online application form that merchant Partners can embed anywhere.

Contacts:

Bus. Dev., Press, & Sales: Casper Wong, COO, [email protected]

How they describe themselves: Financial Guard is an online investment advisor that is reinventing the way individual investors receive and implement investment advice. Utilizing technology, we deliver professional, unbiased, transparent, actionable investment advice to all investors (regardless of asset size) at a fixed price that is a fraction of what is available in the traditional financial services industry. Investment Advice at the Right Price, Finally!!!

How they describe their product/innovation: Financial Guard makes investing simple and transparent for the individual investor saving for retirement. Through technology, an investor can quickly receive a holistic view of their entire investment portfolio(s) and receive actionable recommendations based on their investor profile on how to optimize. Financial Guard’s action plan provides an easy to understand “Grade” on both the individual investments and overall portfolio and clearly tells the investor what to Buy, Sell, and Hold within their accounts. We then continue to monitor an investor’s portfolio and regularly alert and advise when changes and rebalances need to occur.

Product Distribution Strategy: Direct to Consumer (B2C) & Direct to Business (B2B)

Contacts:

Bus. Dev. & Sales: Kevin Pohmer, President, [email protected]
Press: AJ Remlinger, Bus. Dev. Director, [email protected]

How they describe themselves: Finect offers compliant social media… simplified:

• Instantly connect with clients and prospects
• In minutes, create and control a unified social strategy
• Remain compliant with easy-to-use employee tracking, archiving, and reporting

How they describe their product/innovation: Global Library – The financial industry’s broadest, smartest, and yet simplest library provides for the first truly open exchange of content without boundaries. This library helps advisors, asset managers and others:

• Share, upload, and access content for client meetings, education, investment updates and more
• Share content with clients and prospects in their own groups or “rooms”
• Follow and get instant library editions without worry

Pros on Products – Investment products can now be followed on Finect, with a single location for reviewing peer opinions, real-time news, and Twitter comments.

Product Distribution Strategy: Direct to Business (B2B) & through financial institutions

Contacts:

Bus. Dev. & Sales: Jennifer Openshaw, President, [email protected],
203-769-5630
Press: John LaMela, [email protected], 845-549-3593

How they describe themselves: Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for our clients. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide.

How they describe their product/innovation: Financial institutions are challenged to meet the ticking clock of consumer expectations for a real‐time payments experience. The Popmoney personal payment service from Fiserv fulfills that need with Instant Payments, a new value-added feature offering real-time delivery of funds.

Popmoney lets people send, request, and receive money using an email address or mobile phone number. Traditionally, Popmoney has only been able to deliver payments via the ACH network, which works great for most payments. Funds settle in 1 to 3 business days.

The Instant Payments feature, which is now available for financial institutions, uses the debit card networks to deliver funds in real-time – 24/7, 365 days a year. Recipients have access to funds literally in seconds.

Product Distribution Strategy: Through financial institutions and direct-to-consumer

Contacts:

Bus. Dev.:  Timothy Ruhe, VP Bus. Dev., [email protected], (o) 703-885-4208
Press: Ann Cave, Senior PR Manager Online Banking, Mobile Banking, Biller Solutions, & Walk-In Payments, [email protected]
Sales: Lou Keyes, SVP Global Sales Organization, [email protected], (o) 972-774-2898
Joel Christenson, VP Sales Mobile Solutions, (m) 210-378-0893

How they describe themselves: FlexScore is an entirely new financial product that empowers people to take more control over their personal finances. It’s financial advice for the rest of us.

How they describe their product/innovation: We demoed our newly patented scoring engine and peer ranking features of the FlexScore web app.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, & licensed

Contacts:

Bus. Dev. & Sales: Jason Gordo, CEO, [email protected]
Press: Peggy Cramer Jara, [email protected]
Liam Collopy, [email protected]

How they describe themselves: Float is an online lending and marketing platform that offers general-use, interest-free credit. The company earns marketing revenue from stores instead of interest and fees from borrowers. Float lends against consumers’ future spending, creating a new source of credit. Float uses data, loyalty, and new risk models to offer loans that are both profitable to Float and safer to the borrower. Float’s goal is to save tens of millions of people from financial stress, while building the non-bank financial services firm of the future based on loyal consumer credit relationships.

How they describe their product/innovation: Float offers a line of credit without interest or fees. The loans can be used for any purpose. Members earn the interest-free line by shopping through Float. Float earns marketing revenue from merchants instead of interest and fees from borrowers. Float lends against future shopping, creating a new source of credit. Float reports to the credit reporting agencies, building positive history for its members. Float can be used inside of a digital wallet to provide convenient interest-free credit without a credit card. Float offers additional credit for certain activities such as taking credit counseling classes or starting a savings program. Float customers range from people with great credit to those with weak or no credit history.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms

Contacts:

Bus. Dev. & Sales: Shane Hadden, CEO, [email protected], 917-940-5322
Press: Bill Myers, [email protected]

How they describe themselves: FutureAdvisor is your online investment advisor: A web application and service that looks at your entire portfolio and automatically manages your investments to save on hidden fees, increase tax efficiency, and optimize for asset diversification.

FutureAdvisor’s online investment portfolio management solution provides its customers with:
• Online dashboard that aggregates an investor’s holdings from multiple institutions
• Account-by-account management on an investor’s entire existing investment portfolio
• Periodic automated portfolio rebalancing, tax-loss harvesting, and immediate new-cash investing

How they describe their product/innovation: FutureAdvisor Premium automatically manages your existing investment accounts to save on hidden fees, increase tax efficiency, and optimize for asset diversification. We do this by:
• Monitoring and rebalancing your account as necessary
• Recognizing and actively investing new cash additions
• Periodically completing tax-loss harvesting

Product Distribution Strategy: Direct to Consumer (B2C), through financial institutions, & through other fintech companies and platforms

Contacts:

Bus. Dev. & Sales: Joe Cianciolo, VP Bus. Dev., [email protected], 415-379-0098
Press: Bo Lu, CEO, [email protected], 415-562-4811

How they describe themselves: GMC Software Technology is an award-winning leader in the field of Customer Communications Management. The company develops innovative software applications that enable businesses to transform the customer experience, reduce costs, and increase agility. Its flagship software, GMC Inspire, is an end-to-end solution for delivering relevant, compliant communications across multiple channels including SMS, email, print, web, and social media.

Operating worldwide, the company’s continued growth spans major enterprises in financial services, insurance, wealth management, and retail banking. GMC was recently an IBM Beacon award finalist for Best Industry Solution for Insurance and named a leader in the Forrester Wave for DOCCM.

How they describe their product/innovation: GMC Inspire Dynamic Statement for Mobile delivers a new communication platform for banks. The GMC Inspire Dynamic Statement enables banks to complete their multi-channel communication portfolio, by bridging the gaps between paper statements to mobile statements. This game-changing innovation allows banks to upgrade existing web, email, social, and print-based communications projects to deliver interactive, digital statements that provide easy to understand graphical representations of financial information. GMC Inspire Dynamic Statement for Mobile allows customers to tap their way deep into their transactional data, building upon the GMC Inspire Dynamic Statement for Tablet application demonstrated at FinovateFall.

Product Distribution Strategy: Direct to Business (B2B), through financial institutions, & licensed

Contacts:

Bus. Dev.: Didier Rouillard, VP Product Marketing, [email protected], +33 6 12 99 87 31
Press: Sandy Armstrong, Sterling Kilgore Account Executive, [email protected], 630-964-8500 x228
Sales: Marc Butti, Sales Manager, [email protected], 866-883-4260 x1231