ABBYY technologies capture, transform, and action information from any channel or data source, enabling our customers to provide differentiated solutions that accelerate revenues, improve customer engagement, and automate transactions. Through machine learning and artificial intelligence, ABBYY products identify text, language, data, and relationships, while transforming context into meaningful data. We are a global company that sets the standard for content capture with innovative language-based technologies that integrate across the information lifecycle. Our products run on over 100M devices worldwide and are used by many of the world’s most recognizable brands. ABBYY solutions optimize mortgage processing, new account openings, accounts payable, accounts receivable, proof of identity, and proof of income solutions for leading global financial institutions.

Presentation

How Machine Learning and Artificial Intelligence Are Creating New Revenue with Mobile Solutions

ABBYY will be demonstrating how machine learning and artificial intelligence provide you the opportunity to unlock customer information and data from customer provided documents and communications. We will demonstrate the latest release of our receipt capture technology that transforms static information contained within paper and electronic receipts into actionable data. This data can be used for purchase analytics, loyalty programs, new customer service offerings, and spend analysis. Additionally, as part of this demonstration, we will demonstrate our AR-capable real-time recognition and other on-device mobile data capture capabilities that enable you to improve your services and offerings via the mobile channel.

What You’ll Learn

• Understand the context of your customer data
• Build personalized buying experiences and post-transaction customer intelligence
• Action information by capturing and transforming data that you already collect from your clients

Presenters

Derek Gerber, Product Marketer, ABBYY

linkedin.com/in/derekgerber | @gerbzman38 | [email protected] | 949.370.4351

After leaving CNN in 2011 and helping sell a successful ECM provider in 2015, Derek joined ABBYY to coordinate international lead generation campaigns as a product marketer. He earned his B.A. in business economics from UC Irvine. His opinions have been published as best practices in the technology and marketing industries.

Khoi Le, Developer, ABBYY

[email protected]

Katsuya Ideno, Product Manager, Star Cloud Services

jp.linkedin.com/in/ideno-katsuya-0b894859/en | [email protected]

ACI Worldwide, the Universal Payments (UP) company, powers electronic payments for more than 5,100 organizations around the world. More than 1,000 of the largest financial institutions and intermediaries as well as thousands of global merchants rely on ACI to execute $14 trillion each day in payments and securities.

Through the acquisition of ReD (2014) and PAY.ON (2015), ACI Worldwide has assembled the pieces to deliver the industry’s most complete omnichannel payments experience, backed by real-time fraud prevention. The UP eCommerce Payments solution, underpinned by an industry-leading RESTful open API, combines open payment infrastructure with a global network of 350+ card acquirers and alternative payment methods. An acquirer-agnostic approach and white-label capabilities have helped ACI partner with companies across the payments and fintech spectrum.

Presentation

Simple, Global, and Secure eCommerce Payments with ACI Worldwide’s Next-Generation API

Today’s payment landscape requires simple, global, and secure solutions that also retain maximum flexibility – this is the driving principal behind ACI’s UP eCommerce Payments solution.

ACI will showcase COPYandPAY, the first SAQ-A compliant JavaScript payment-form solution, which can be used by merchants to easily add dozens of alternative payment methods as well as card brands to their checkout page. This live demo and real-time payment integration will show how clients can build their own apps and features directly on the RESTful open API payments platform.

The live demo will provide insight into how the UP eCommerce Payments solution can be extended to omni-channel payment enablement and how ACI ReD Shield real-time fraud prevention can be configured as an integrated part of the solution.

What You’ll Learn

• Overcome technical complexities of payments integration, especially cross-border
• The power of a global network of 350+ card acquirers and alternative payment methods
• The value of an end-to-end solution with integrated real-time fraud prevention

Presenters

Wolfgang Berner, Director, Product Global eCommerce

linkedin.com/in/wolfgang-berner-096bb34 | [email protected] | +49 894523000

Wolfgang’s experience as a developer, project manager and product owner has been critical to the development of ACI’s RESTful API, which is the backbone of the UP eCommerce Payments solution.

Grit Ruehling, Sr. Product Manager

linkedin.com/in/grit-ruehling-646a0225 | [email protected] | +49 894523000

Coming from the merchant world, Grit brings years of payments and fraud experience to the team.

Christian Schönhuth, Solution Consultant

Aerospike’s distributed database supports apps that demand performance and high availability. The Aerospike NoSQL key-value distributed database, which provides horizontal scale and features a hybrid memory architecture design for both DRAM and Flash storage, is deployed at scale in public and private clouds – as well as in datacenters – and is provided as a dual-license product. Top use cases for Aerospike include digital transformation as well as operational and transactional workloads to support customer analytics, advertising optimization, fraud detection, recommendation engines and other decisioning workloads. Customers include eXelate, Chango, InMobi, and AppNexus, the largest of which process 50 billion ad impressions per day in data centers around the world and with each Aerospike server processing over 200 thousand transactions per second (TPS) with sub-millisecond latency on SSDs.

Presentation

Challenges Retail Banks Face Integrating More Sophisticated Offerings

Retail banks face challenges integrating more sophisticated offerings. Internet-sourced technologies bring to bear new capabilities – languages, application frameworks, API and data management, NoSQL databases. In this talk, real-world examples of adapting these technologies to older order management systems, and “address book” systems like Hogan, will be presented.

What You’ll Learn

• Practical advice on using internet technology to radically change financial services workflows such as order management
• Real-world examples of adapting these technologies to older order management systems
• How to create a flexible, scalable platform for web-scale application

Presenter

Brian Bulkowski, CTO & Co-Founder

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

Brian has a background of 25 years 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).

Alloy provides software for financial services companies to do identification (KYC/AML), risk management, and ongoing compliance via extremely customizable APIs and dashboards. Beyond a single point of integration, companies can analyze and optimize their customer funnels and constantly monitor customer data, fraud, and risk in real time. Unlike “black-box” decisioning engines, Alloy gives full control over which data sources are used and how they are applied so that companies can customize and optimize customer on-boarding. Adding, subtracting, or changing rules about how data sources are used is as simple as the click of a button.

Presentation

KYC: The Silent Customer Killer – Solved!

Alloy allows customers to create fully-customizable APIs for customer identification and compliance. In this presentation, we’ll walk through creating a custom CIP application. We’ll take a compliance department’s rules and implement that logic using a graphical rules engine, showing how to optimize conversion and coverage by adding more sources of data. As we go, we’ll be able to run the resulting API queries and gather more information from each service. Finally, we can go back to the dashboard to remediate falsely negative on-boarding attempts or monitor current customers.

What You’ll Learn

• How to create an API from a custom set of compliance rules
• How to monitor and remediate previous on-boarding attempts
• How to optimize on-boarding logic to increase conversion as much as possible while keeping out fraudulent users

Presenters

Charles Hearn, CTO

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

Tommy Nicholas, CEO

linkedin.com/in/tommynicholas | @tommyrva | [email protected]

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]