How they describe themselves: Sureify is the only unbiased, third-party source for life insurance education online. We focus on answering consumers’ questions using videos, graphics, and simple-to-understand verbiage. We’re building a place where Millennials can learn, compare, and understand their life insurance options.

There are over 10 million life insurance policies sold in the US every year. Our own data, as well as industry data, shows that today’s consumer is going online to research and check facts given by industry professionals. Sureify aims to be the trusted resource for both consumers and industry professionals alike.

How they describe their product/innovation: Sureify explains life insurance in a very simple way, gives consumers a free personal plan, and helps consumers take the next step in getting their life insured.

Sureify uses straightforward visuals, text, and videos to explain life insurance in everyday language. Whether a consumer prefers to read, watch a video, or just look at an educational image − Sureify enables consumers to learn the way that they learn best.

A big part of life insurance is understanding how much coverage you need. Within a few clicks, Sureify gives consumers a personal needs assessment, visually shows common life insurance options to explore, and provides a free personal plan to email or download.

Upon understanding what type of insurance you need and how much is desired, Sureify provides consumers with multiple options for next steps and allows them to take practical steps to get covered.

Product Distribution Strategy: Direct to Consumer (B2C), through financial institutions, licensed agents

Contacts:

Bus. Dev. & Sales: Dustin Yoder, CEO, [email protected]
Press: Chris Cichon, Marketing, [email protected]

How they describe themselves: Tactile Finance’s mission is to make complex financial transactions easy to understand, transparent, and speedy, starting with mortgages. For the residential mortgage originator or borrower seeking support for smart decisions about residential mortgage transactions, Tactile Finance provides clarity for both sellers and buyers.

How they describe their product/innovation: Tacfi is a consumer mortgage website that, for the first time, allows mortgage shoppers to truly control their outcomes throughout the mortgage process. Tacfi puts the intelligence of the mortgage industry up front and accessible to consumers where it belongs. The website will also allow consumers to seamlessly connect to select mortgage providers, while providing an easy way to safely and effectively navigate the mortgage process from end to end.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

How they describe themselves: TD Ameritrade is one of the nation’s premier discount brokerages, bringing Wall Street to Main Street for more than 37 years. Member FINRA/SIPC/NFA.

LikeFolio, a first-of-its-kind website that uses social media connections and conversations to introduce investing concepts.

While separate and unaffiliated firms, LikeFolio has chosen TD Ameritrade as a preferred broker for when its users wish to put new knowledge into action in the market.

How they describe their product/innovation: One of the most common principles of investing is “invest in what you know,” whether it’s a security that you’ve researched extensively or a company or brand that you believe in. LikeFolio leverages the power of social media to help prospective investors understand not just what they know, but what their friends and connections in the social world know as well.

LikeFolio shows users the top five publicly traded companies their networks are talking about and what those companies do. It then translates that information into potential investment ideas by showing users how a portfolio of those five securities would have performed over a 12-month period after an initial investment of $10,000.

The design is clean, the functionality is easy to use and understand, the language is conversational and to the point, and the database is smart and robust with the ability to expose the ties of obscure product brands to publicly traded companies. The technology is patent pending and was designed by Gen Y with Gen Y – or other heavy users of social media – in mind, particularly those who are new to investing.

LikeFolio is not an investment advisor, and they do not transact trades. For users that wish to participate in the market, LikeFolio recommends TD Ameritrade as their brokerage of choice.

Contacts:

Press: Beth Evegan, Public Relations Manager, [email protected] &
Andy Swan, [email protected]

How they describe themselves: TextPower provides products and services that enable companies to protect data, websites, and VPNs by verifying, authenticating, and alerting their users via SMS-based technology. TextKey’s™ patent-pending technology is the world’s only omni-factor authentication™ service that works by users sending a text message FROM their cell phone for verification. Because the text is mobile originated, TextKey™ can verify up to seven distinct factors of authentication including the phone’s fingerprint (its unique device identifier), mobile number, PIN, destination to which the text message is sent, and a one-time unique key − all through the user sending a simple text message from any kind of cell phone.

How they describe their product/innovation: TextKey™ is the next-generation authentication system that turns common SMS-based authentication models upside down. TextKey™ users see a one-time key on a webpage and must text that key FROM their cell phone into the TextKey system. TextKey™ then verifies the mobile number that sent the key along with up to five other verification factors. When the correct key comes from the correct cell phone number and the other factors are verified access is granted. If the key is sent by a cell phone that is not registered to send it (i.e., a hacker) or any of the other five factors are not verified, authentication is refused and the hacker’s cell phone number captured. TextKey™ is simple to install, affordable for any size business, and has no learning curve for users (“Just text it”).

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

Contacts:

Bus. Dev.: Scott Goldman, CEO & Co-Founder, [email protected], 818-222-8600 x88
Sales: Laura Burnes, National Sales Executive, [email protected], 818-222-8600 x96
Press: Dan Chmielewski, Madison Alexander PR, [email protected],
949-231-2965

How they describe themselves: True Link believes seniors and their caregivers are the most underserved and exciting market for financial services in America and that the killer app to enter that market is fraud protection. By establishing trust with this demographic – the fastest-growing, wealthiest, and highest-spending group in the US – we can establish a diversified services company offering everything you need to prepare and protect yourself as you and your family age.

How they describe their product/innovation: Vulnerable seniors lose $100 billion a year to predatory marketing and fraud. It’s easy to trick someone with memory loss – for example, you can sell magazines just by sending a free issue then calling and saying that they are overdue to pay for a subscription. Some of our customers spend thousands of dollars a month on magazines they never wanted. We offer a family-managed safe form of payment. When Grandma is out shopping with friends it works like any other Visa card, but if someone is trying to take her money, we decline the charge and keep her safe.

Product Distribution Strategy: Direct to Consumer (B2C), through financial institutions

Contacts:

Bus. Dev.: Claire McDonnell, Operations, [email protected]
Press: James Tinsley, Communications, [email protected]

How they describe themselves: SaaS Markets is the enterprise cloud marketplace company. Leading financial institutions, technology companies, retailers, business associations and other global brands work with us to create highly engaging, custom cloud app and service marketplaces for their clients’ use. Our passion for Software-as-a-Service (SaaS) and commitment to great user experiences has helped SaaS Markets become the leading cloud service provider. With our MarketMaker eCloud and cCloud marketplace platforms, organizations can build, brand, and launch their app store within a matter of weeks, while app developers have the opportunity to make their software available across multiple marketplaces around the world.

How they describe their product/innovation: SaaS Markets’ MarketMaker platform allows financial companies to deploy a fully branded cloud marketplace containing proprietary apps and/or selected software from our catalog of over 1,500+ pre-qualified business applications, plus other cloud products and services — all in one convenient marketplace for your employees or business customers.

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

Contacts:

Bus. Dev. & Sales: Ferdi Roberts, CEO & Founder, [email protected], +1 650 897 5824
Press: Jay Manciocchi, Director of Content, [email protected], +1 650 521 5359

How they describe themselves: SecureSafe is the Swiss online storage that is as safe as a bank vault, offering more than 500,000 end users worldwide a highly secure and trusted location to store their digital assets. Since its launch in 2009, SecureSafe has gained strong traction in the professional collaboration and e-delivery fields by continuously adding functions to the core product, such as shared spaces for professional collaboration in teams and e-delivery for banks, insurances, and governments. In 2012, the first Swiss retail bank started offering the delivery of bank statements into the SecureSafe of their clients, followed by international banks (e.g. UniCredit) and insurances (e.g. Allianz) in 2013.

How they describe their product/innovation: The financial services ecosystem suffers from the fact that each service provider has its own portal through which data is delivered in a 1:1 fashion. SecureSafe presents a platform that connects banks, EAA, POA, FIM, SME customers, and private customers. Documents can be sent from banks to professional partners such as EAA, which then can be shared with the assigned end customers. Metadata that is passed together with the documents allows for an improved experience and processing on all levels. Professional teams can seamlessly and securely work together with the high-privacy platform run in Switzerland.

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: Tobias Christen, CEO, [email protected], +41 44 515 11 15
Press: Tim Kahrmann, CMO, [email protected], +41 44 515 11 19

How they describe themselves: Smart Engine stands for personalization and target marketing. As pioneers in the field of customer loyalty, we are drivers of innovation and leaders in personalized target marketing.

Partnering with financial services companies and merchants, we deliver personalized target marketing offers to consumers through modern online channels helping consumers save money, time, and effort. We call this “Smart Shopping” – delivering great deals on products, which resonate on an individual level, and ease of shopping.

How they describe their product/innovation: We demonstrated the next generation of our innovative Shopping Assistance functionality which adds an entirely new level of “big data” consumer profiling and multichannel targeting to our card linked offer bank loyalty platform.

The cardholder checks in at the merchant store using the App or logs on to the web shop. Our consumer insight analytics in real time pushes relevant shopping offers and recommendations which match the cardholder’s preferences. The preferences are derived from the cardholder’s profile which we maintain consistently across all merchant sales channels. The cardholder checks out from the store using the Smart Engine App, paying for the purchase and redeeming a discount all in one go.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

Contacts:

Bus. Dev., Press, & Sales:
Europe: Anna Bacher, Director of Sales & Bus. Dev., [email protected] &
Asia: Stephen Bingle, Head of Asia Bus. Dev., [email protected]

How they describe themselves: The motivating concept underlying the creation of SoftWear Finance was simple: gather together under one roof a group of the most talented specialists in innovative IT design and development. With the team’s collective experience in the design of remote banking services totaling several decades, the young company’s portfolio includes successfully implemented projects for major Russian banks, as well as an impressive number of projects for some of the most well-known vendors of banking software.

The company’s field of expertise ranges from online banking to banking services for mobile platforms, terminals, and Smart TV. During the course of 2013, SoftWear Finance introduced a number of the company’s own software products for remote banking.

How they describe their product/innovation: With the hacu platform, a bank can provide customers with the best possible user experience on any platform or device. The sophisticated technology lets a bank promote its products and services with remarkable ease:

• Easy integration with Facebook and Foursquare lets banks get to know their clients better and offer banking services and products more effectively. For bank customers, hacu makes online banking a welcome essential in their daily routine.
• A PFM system that lets bank customers rapidly analyze expenses and income, while accurately predicting their financial future.
• hacu’s high performance is rapidly adapted to a bank’s requirements.
• Speed and convenience for covering web, mobile, Smart TV, and ATM channels through a single design.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Igor Dubovoy, [email protected], +7 921 912 27 14

How they describe themselves: SQLI Group was created in 1990 and is the leading French specialised ITC service company. Its positioning as a large specialist is unique in France and allows it to propose a global offer that links an international group’s industrial production ability to the expertise and flexibility of a specialist and means it can add value to the innovations of the companies it works with.

How they describe their product/innovation: Augmented Banking is a new take at Online Banking. It is aimed at positioning a Bank at the very center of people’s digital lives.

The core concept behind Augmented Banking is to collect a massive amount of information about a user’s digital life from multiple sources and to push it back to him as a visualization of his financial behavior.

Product Distribution Strategy: Through financial institutions, licensed

Contacts:

Bus. Dev., Press & Sales: Benjamin Thomas, Expert Innovation, [email protected],
+33 7 86 96 42 22

How they describe themselves: Founded in 1993 and listed on the Swiss Stock Exchange (SIX: TEMN), Temenos Group AG is the market leading provider of banking software systems to retail, corporate, universal, private, Islamic, microfinance and community banks, wealth managers, and financial institutions. Headquartered in Geneva and with more than 59 offices worldwide, Temenos is proven in over 1,500 customer deployments in more than 140 countries across the world.

According to IBS Intelligence, which maintains an annual league table, Temenos T24 was ranked the number one bestselling core banking solution for 2012, having been in one of the top two places for the past 14 years.

How they describe their product/innovation: The Temenos Treasury Management Dashboard Tablet App has been developed for Microsoft Windows 8 and enables the transformation of treasury operations. It provides a dynamic dashboard user interface, accessing real time, accurate business-critical information in relation to the bank’s overall position against the market, enabling them to spot opportunities and manage risk from wherever they are and at any time. This app allows better access, increased mobility, and stronger collaboration for information sharing in the workplace whilst enabling treasury managers to be far more responsive and effective in making critical business decisions – ultimately producing higher returns and managing risk.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Sales: Amanda Powell, Marketing Manager, [email protected]
Press: Andrew Smith, Head of PR & Investor Relations, [email protected]

How they describe themselves: We believe global businesses deserve better so we have fully automated the payment lifecycle, from receipt of funds through conversion and payment, via a single, innovative platform. It is this solution that we believe is transforming the international payment landscape.

How they describe their product/innovation: This release will provide our clients access to an easy-to-use web console. Cross-border transactions tend to be expensive and inefficient (i.e., error prone) as the majority are executed through some type of manual process. While a variety of alternative international payment providers claim to offer relief, their services have limitations that often leave companies encountering the same issues of high costs, inadequate automation and deceptive pricing. We think global businesses deserve better, and have developed an entirely new model for international payments.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Sales: Steve Lemon, Director, [email protected]
Press:  Ben Leon, Hotwire PR, [email protected]