How they describe themselves: Advisor Software is transforming the way consumers and financial advisors manage wealth. Our industry-first Wealth Management Cloud API platform enables financial services firms to rapidly prototype and build their own apps using our sophisticated analytical building blocks. Our SaaS applications are utilized by over 100,000 advisors, and span the end-to-end wealth management process: from goal based financial and investment planning, to portfolio construction and management, through portfolio analysis, optimization and rebalancing.
How they describe their product/innovation: Wealth Management Solution Suite is a tightly integrated set of apps embedded into the new Salesforce Financial Services Cloud. Our apps enable an advisory firm using Salesforce CRM to manage a range of advisor-facing tasks directly within Salesforce CRM – such as financial and investment planning, administration, and portfolio management. Moreover, advisory firms can now extend Salesforce directly to their customers through Digital Advisor – our white label lead generation and robo advisor app that is built entirely on top of the Salesforce Communities platform, enabling a seamless integration between customer experience and advisor practice management.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev., Press & Sales: Tom Flint, VP Sales, [email protected]
How they describe themselves: CRMNEXT is a magic-quadrant leading customer engagement solution that eliminates the artificial barriers between human and digital channels, enabling world class customer interaction from a unified platform. Empowering 60,000 users in a single bank with 4,500 locations to serve 40 Million customers. CRMNEXT spans the largest installations of CRM, while efficiently supporting the needs of regional and community banks – redefining the potential to grow engagement, drive profitability and deliver innovation.
How they describe their product/innovation: CRMNEXT is the only complete financial services customer engagement solution; unifying the support of customer interactions, powerfully simplifying and automating processes, enabling the “universal banker” and managing differentiated interactions in every channel. CRMNEXT redefines the role of CRM in orchestrating engagement growth, profitability and time-to-market for innovation delivery.
Information and capabilities of both bank & provider systems are quickly integrated without the relocation of their data. Rich predefined banking capabilities leverage patent pending codeless integration engines to deliver 100 customer specific integrations in under 60 days. By leveraging intelligent drag-and-drop screen and process designers the platform creates reusable automation and brings agility to deliver innovation for branches, call centers and digital channels. CRMNEXT allows customers to deliver the first true Experience-360 in financial services.
Product distribution strategy: Direct to Business (B2B), through service providers and consulting partners.
Contacts:
Bus. Dev., Press, & Sales: Joe Salesky, CEO, North America, [email protected]
How they describe themselves: Corezoid was founded out of the research and development department at PrivatBank one of the largest banks in Eastern Europe. The experienced and technical team behind Corezoid has been working together for more than a decade to create state-of-the-art financial services technologies and applications. Our most notable projects include the development of the LiqPay payment system (winner of the Finovate Best in Show award) and Topless ATM (another Finovate Best in Show winner). To further pursue the development of innovative financial technologies, Corezoid has grown from its PrivatBank origins into an independent company that is now headquartered in Silicon Valley.
How they describe their product/innovation: We make companies smart. The Corezoid process engine gives a company a digital core – meaning that processes are moved to the cloud. If you’re a new company, then you have a chance to set up your digital core and be smart right from the start. If you’re an established company with inefficient legacy systems, you’ll want to build a Corezoid-based process layer on top of those existing systems. You can think of Corezoid as a development platform that allows enterprises to build their customized “digital core” – communication, management and BI applications – in days and without any hardcoding. It’s a Platform-as-a-Service, API-driven solution for building processes that are triggered by real-time events, with up to 90% lower costs.
Product distribution strategy: Direct Business-to-Business
Contacts:
Bus. Dev.: Maria Gurina, Bus. Dev., [email protected], +380506692520
Press: Sergey Danilenko, [email protected], +380674443781
Sales: Egor Avetisov, Creative Director & Co-Founder, [email protected], +380931866000
How they describe themselves: CallVU is a Startup that innovates how organisations engage with customers with an omni-channel experience at the hand of the customer, leveraging the multi-modality of smartphones. The company won innovation rewards of MasterCard, Citi Bank and Credit Suisse, and has a patent portfolio for its technology.
How they describe their product/innovation: CallVU Mobile Digital Engagement combines rich digital, interactive media and voice to deliver a highly engaging and collaborative customer experience and creates a new customer service channel for smartphone users to increase digital engagement and self-service, reduce calls, and improve first contact resolution in contact centers.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Ziv Orr, VP Bus. Dev. & Co-Founder, [email protected]
Press: Dan Gerstenfeld, [email protected]
Sales: Amitai Ratzon, [email protected]
How they describe themselves: Civic is revolutionizing the way companies and consumers combat new account fraud and prevent identity theft by creating an “Identity Network”.
How they describe their product/innovation: Civic is a free service to consumers that confirms the use of their identity in real-time, stopping identity theft before it happens. This service is provided to users through our consumer-facing mobile app.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. & Sales: Bryan Sunday, Head of BD & Partnerships, [email protected]
Press: [email protected]
How they describe themselves: BanQu is the only provider of global economic identities empowering and enabling people living in poor or depressed economic situations to join, participate in, and grow with the global economy.
How they describe their product/innovation: The BanQu App is a blockchain based identity platform that enables a secure and immutable solution that redefines financial inclusion by enabling economic opportunities for people living in extreme poverty. The BanQu platform uses a proprietary method of identification using a mashup of selfies and other personally identifying information to create an “Economic Identity”. This Economic Identity enables many approaches to allow networks of family and other relationships to participate in the global economy.
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: Timothy Myers, CPO, [email protected]
Sales: Hamse Warfa, [email protected]
How they describe themselves: Comarch is one of the leading international software houses and systems integrators of central Europe. Comarch provides services in areas such as telecommunications, finance and banking, services & trade, public administration, and SME. Comarch Financial Services specializes in designing, implementing and integrating solutions and services for banks, insurers, asset management companies, pension & investment funds, brokerage houses, etc.
How they describe their product/innovation: Comarch Wealth Management Front-End is an application for mobile devices that combines financial planning and investment advisory in one powerful solution, making wealth management completely personal. Comarch challenges the current trend of digitalization of wealth management services in order to assist clients in their whole wealth lifecycle. This revolutionary application also stands for a launchpad to go one step further – to inspire technology-oriented banks and relationship managers to use virtual reality (VR) in providing investment advice. This is an entirely new way of communicating and interacting with clients that combines comfort, privacy and reactive 3D – in a nutshell: a whole new customer experience.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts:
Bus. Dev.: Grzegorz Prosowicz, Head of Product Management, [email protected] & François-Xavier Hen, Business Solution Consultant, [email protected]
Press: Piotr Ślusarski, Content Marketing & Communications Specialist, [email protected]
How they describe themselves: The mission of the non-profit CardLinx Association is to increase interoperability, eliminate friction and promote the growth of the card-linking industry. Card-linking enables consumers to automatically redeem an offer or loyalty benefit without the use of a coupon or payment code by linking their payment cards to a loyalty program or mobile wallet. On behalf of its members, the Association develops and institutes common standards and industry services to minimize and eliminate friction in the sourcing, serving, publishing, redeeming, and cross syndicating of card-linked offers and loyalty programs. For more information visit www.cardlinx.org.
How they describe their product/innovation: CLIMe, the CardLinx Listing Information Monitor eCenter, provides a central online platform for merchants and their card-linked technology partners to publish the availability of their card-linked offers to large-scale, digital publishers and payment card issuers.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Silvio Tavares, President & CEO, [email protected] & Ester Shin, Member Manager, [email protected]
Press: Ming Lacey, PR Director, [email protected]
How they describe themselves: brandCrowder positions itself as the first equity crowdfunding platform for curated deals across the entire Franchise industry, including the best “insider” deals amongst 3800 brands in 170 industry sectors. The Franchise industry has a capitalization in excess of $12T, generating goods and services annually of $493B. brandCrowder will the “realtyshares.com” of franchising. brandCrowder will disrupt an industry which has heretofore catered at most, to only the top 1% of prospective franchise investors, and will bring ten of thousands of prequalified, interested, and vetted new investors to the market on its platform.
How they describe their product/innovation: The brandCrowder portal provides equity crowdfunding investments and syndication services, bringing together franchisee/investors with curated franchisor/franchise investment deals. brandCrowder’s syndicated, crowdfunding model, lowers the barrier to entry for tens of thousands qualified candidates, and allows large scaled deals to be negotiated. brandCrowder will be the first to implement scaled, automated syndicate/portfolio functionality into direct franchise investments allowing investors to make smaller investments, diversified investments, and investments in curated larger scale deals.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts:
Bus. Dev., Press & Sales: Robert Armiak, CEO, (614) 562-3031
How they describe themselves: Chip Shield was founded with the goal of combating card-not-present fraud and protecting consumers from merchant data breaches. While the deployment of EMV chip cards are expected to reduce fraud in stores, and card Tokenization is helping in mobile, desktop online remains largely unprotected. We are extending the security offered by EMV and Tokenization to protect customers from online data breaches and account takeover. Our Chip Shield personal EMV card reader is an inexpensive device (~$20) that can be promoted or subsidized by card issuers to improve their customer’s online experience and security. The device authenticates the customer’s existing credit or debit cards to unlock online profiles and secure their payments.
How they describe their product/innovation: Chip Shield is a personal EMV card reader that extends EMV security to the desktop online channel without requiring a custom integration from merchants or card issuers. Customers connect the EMV reader to their computer over USB when they are ready to check-out at an online merchant. After authenticating their card, the Chip Shield browser extension unlocks their profile and selects the most secure payment method available based on their bank, card network and merchant. Whenever possible, Tokenization services are used to generate temporary, merchant specific card numbers for the purchase. Payment and customer information are then automatically and securely injected into the site to streamline check-out down to a few seconds.
Product distribution strategy: Direct to Consumer (B2C), through financial institutions
Contacts:
Bus. Dev.: David Marsyla, CEO, [email protected] & JC Ramey, VP Bus. Dev., [email protected]
Press: David Marsyla, CEO, [email protected]
Sales: JC Ramey, VP Bus. Dev., [email protected]
How they describe themselves: BaseVenture is a SF Bay Area SaaS start-up that is disrupting the fund management & administration industry. This $6B industry with more than 40,000 funds is desperate for transformation, as it is a people-centric model with 20+ year old technology pushing paper, physical signatures and spreadsheets by hand, email, and fax. We have built a platform that helps fund managers and administrators clear their desks, rip out their file cabinets, and stop chasing signatures and money. Our platform transforms the way a fund manager or administrator manages their fund from end to end. It’s digital fund management at its best.
How they describe their product/innovation: Our flagship product is called “FundManager.io”, which is a SaaS platform designed specifically for fund managers & administrators that gives them a “Command Central” in the cloud to digitally manage their investors and funds, execute investments, move money, and raise capital. This automated & secure platform radically simplifies the process of managing a fund, and brings a layer of data intelligence, reporting, workflow management, document storage, and tagging that is not found anywhere else today. This results in less work for the fund manager, more time to focus on generating alpha, lower costs, and happier investors.
Product distribution strategy: Direct to Business (B2B), licensed
Contacts:
Bus. Dev. & Sales: Chris Andraca, Director of Sales, Marketing, & Client Services, [email protected], 415-516-8030
Press: John Pizzi, CEO & Co-Founder, [email protected], 646-298-0223
How they describe themselves: Ephesoft delivers enterprise-wide solutions for extracting meaning from unstructured content. That content can be from documents, emails, repositories and the internet. Ephesoft’s cloud-based platform ingests content from mobile devices, paper and electronic sources, classifying the content and developing meaningful taxonomies. We also accelerate business process automation by eliminating manual sorting and keying functions. Finally, Ephesoft can quickly digest millions of pages of unstructured content and provide data visualization, discovery and analytics, which enables FinTech companies, Government Agencies and Multi-National Corporate clients to identify patterns in business transactions and make more informed decisions.
How they describe their product/innovation: Ephesoft Enterprise allows companies to onboard unstructured documents and extract meaning. With SnapDoc, bank customers use a mobile app to submit supporting documents for account openings or loan approvals with a single click. The documents are fed into the Ephesoft cloud server, which classifies the documents, extracts data needed for account consideration, and feeds the institution’s content management, database and account/loan approval systems. Finally, Ephesoft provides an analytics engine that reviews incoming document transactions, combines this data stream with structured database repositories to help the bank’s business analysts perform true data discovery on unstructured content.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts:
Bus. Dev.: Richard Bosworth, [email protected], 949-335-5335
Press: Tim Dubes, [email protected], 949-335-5335
Sales: David Talarico, [email protected], 949-335-5335
