How they describe themselves: Zeta is a modern banking tech company providing an Omni Stack comprising modern credit and debit processing, BNPL, core banking and mobile experiences. Zeta provides its products to banks and fintechs globally. Co-founded in April 2015 by Bhavin Turakhia (CEO) and Ramki Gaddipati (CTO), the company currently has over 800 employees across its offices in the US, UK, Middle East, and Asia. Learn more @ www.zeta.tech or follow us on social media.
How they describe their product/innovation: Zeta will demo its modern cloud native Omni Stack banking platform, showcasing specific digital 1st consumer use cases. During the demo, we will showcase how the platform can deliver a modern credit card experience with best in class UI/UX, ability to manage the card from the app, rich statements, BNPL like features etc. We expect the demo to show that the platform can deliver a “digital” credit card as a PaaS or SaaS offering.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Jeff Van Wie, [email protected]
Press: Rishav Kumar, [email protected]
How they describe themselves: Created by young adults for young adults, financial technology company Zogo is on a mission to promote financial wellbeing. Backed by scientific research, our award-winning app offers bite-size modules and tangible incentives to make financial literacy education accessible, fun, and rewarding. We partner with over 100 financial institutions, including banks in all 50 U.S. states, to help them educate, engage and empower the next generation of financial decision makers.
How they describe their product/innovation: Zogo’s new loyalty/rewards platform revolutionizes the way financial institutions distribute rewards. Zogo has built a gamified, customizable way of rewarding customers that increases customer engagement. For example, customers can earn rewards for logging into their mobile banking app, swiping their debit or credit cards, completing financial education modules, visiting a branch, and much more, and the entire reward experience is completely integrated into a financial institution’s mobile banking app.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Louden Richason, SVP Strategic Partnerships, [email protected], 724-610-8996
How they describe themselves: Vymo is the Sales Acceleration Platform for 60+ financial service firms like Berkshire Hathaway, AIA, AXA, Allianz, Generali, Sunlife, BNP Paribas.
Vymo helps frontline reps report data & learn how to engage customers, it helps managers make data-backed preemptive interventions & improve the team’s outcomes, and it helps leaders with insights that help plan & resource for the business.
Vymo has 200,000+ users globally, is recognized by Gartner as a Cool Vendor & is a notable mention in the Forrester Sales Tech Report.
How they describe their product/innovation: Our product can be classified as a solution portfolio. We are able to adapt our value proposition based on what the customer in question needs at the time. This can range anywhere from lead allocation and management systems to activity capture for advisors. Vymo can act as a stand-alone CRM, but can also act as a layer of intelligence and automation on top of a pre-existing CRM. Vymo also has its own analytics and reporting tool for managers to surface metrics unique to their business.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Atul Vidhu, Demand Generation, [email protected], +91 9739022584
How they describe themselves: At Veritran, we believe in improving our clients’ business by making their customers’ lives better.
Through our enterprise Low-Code platform, we speed up and simplify the development of future-proofed immersive digital channels that create a top-notch user experience.
We are innovation drivers serving companies worldwide, reaching millions of users, and running billions of secure transactions annually.
How they describe their product/innovation: We are demoing the power and efficiency of using exponential technologies such as Low-Code to build a White-Label Digital Wallet while meeting and exceeding customers’ expectations and accelerating time to market.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Cassia Di Roberto, Sales Director, [email protected] & Karla Guzman, Bus. Dev. Director, [email protected]
How they describe themselves: Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is the leading provider of revenue-driving solutions for community banks and credit unions. Our Velocity Intelligent Platform® powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, loans, account holder engagement and non-interest income to our client financial institutions.
How they describe their product/innovation: Akouba™ by Velocity Solutions is a secure, cloud-based digital lending platform for retail and commercial lending. The Akouba platform was built to reduce end-to-end time of loan origination, increase profits and give both borrowers and financial institutions a streamlined experience. Akouba is the only small business loan origination platform endorsed by the American Bankers Association.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: [email protected]
Press: Beth Planakis, Director of Marketing, [email protected]
How they describe themselves: Trusted by more than 300,000 businesses in over 100 countries, Veem offers a suite of domestic and international payment services to establish and strengthen partner and supplier relationships. With automated KYC processes and two-way verification, Veem is safe and easy to use, licensed and regulated in each country and state it serves.
How they describe their product/innovation: The Partner Connect Product by Veem is a minimal code integration that allows banks to provide their clients with an all-in-one, global payments platform built for small and mid-sized businesses. Delight clients with access to multiple functions, including accounts payables and receivables, and provide a unique experience with your bank’s branding at the forefront.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Olivier Veyrac, Bus. Dev., [email protected]
Press: Maggie Lastayo, Marketing Manager, [email protected]
How they describe themselves: unitQ’s leading product quality monitoring platform empowers fintechs and banks to take a data-driven approach to product quality so they can fix the right quality issues faster.
How they describe their product/innovation: unitQ’s approach to product quality is why category-leading brands like Chime, NerdWallet, and Greenlight Financial have better product quality, retention, engagement, and are beating the competition.
Our AI-enabled platform determines what’s impacting their product right now, and helps teams efficiently identify, prioritize, and fix quality issues that matter.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Anthony Heckman, Head of Bus. Dev., [email protected]
Press: Jason Wu, Director of Marketing, [email protected]
How they describe themselves: UNest is the leading provider of financial planning, saving, and investment tools for parents to help their children achieve their dreams. Over the past 2 years, UNest has experienced levels of growth that place it as one of the fastest-growing fintech apps of all time. UNest gained popularity by helping families add to their savings in three easy ways: Gifting, Rewards, and Referral bonuses. UNest partners with credit unions and employers to offer our best-in-tech child savings account solutions to their members and employees.
How they describe their product/innovation: UNest will demo our financial planning, saving, and investment app for parents and kids. We will show how we effectively eliminate the complexity and limitations of legacy 529 and custodial products with a paperless approach that takes less than 5-minutes to set up. Our gifting and rewards features will be highlgihted to illustrate how easily our customers are growing their investment accounts. Furthermore, we will show how partnering with UNest allows Credit Unions and employers to offer UNest as a benefit to their members and employees.
Product distribution strategy: Direct to Consumer (B2C)
Contacts
Bus. Dev.: Mike Van Kempen, COO, [email protected]
Press: Chloe Etsekson, VP Communications, [email protected]
How they describe themselves: Unblu empowers banks and insurance companies to connect with their customers across the omnichannel. Unblu’s Conversational Platform is a secure, collaborative engagement solution that helps over 160+ of the world’s leading financial institutions to deliver an in-person experience online. Unblu transforms the customer journey, empowering advisory, sales, and support teams to increase online conversions, deliver better customer experience and build successful business relationships.
How they describe their product/innovation: We will showcase how the Unblu Conversational Platform allows banks and insurance companies to provide customers with a seamless customer experience. Using a retail banking use case, we will demonstrate the most innovative features of the Unblu 7 platform, including: AI Client Conversation, Meeting Scheduler: ability to schedule a digital meeting, Collaboration Suite: A range of collaborative capabilities, Archive entire engagement inclusive of audio/video and screen sharing content, Ecosystem Integration: store all elements of engagement in CRM.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev.: Lisa Joseph, President, North America, [email protected]
Press: Allison Sands, North American Marketing Director, [email protected]
How they describe themselves: U.S. Bancorp is the parent company of U.S. Bank National Association and serves millions of customers locally, nationally and globally through a diversified mix of businesses: Consumer and Business Banking; Payment Services; Corporate & Commercial Banking; and Wealth Management and Investment Services. The company has been recognized for its approach to digital innovation, social responsibility, and customer service, including being named one of the 2021 World’s Most Ethical Companies and Fortune’s most admired super-regional bank.
How they describe their product/innovation: U.S. Bank Card as a Service (CaaS) empowers Fintech/Partners or clients to extend corporate credit digitally and create a custom virtual payment experience in their ecosystem through API integration. Using precise spend limits, tokenization and encryption, cards can be pushed to users’ mobile wallets, real time, with the touch of button. Extensive controls enhance card security, making fraud or misuse nearly impossible.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev.: Bradley Matthews, SVP & Head of Middle Market Bankcard Product & Marketing, [email protected], 703-628-9929
Press: Teri Charest, Head of Communications, [email protected], 612-303-0771
How they describe themselves: Vymo is the Distribution Excellence Cloud for 60+ financial service firms like AIA, AXA, Allianz, Generali, VP Bank & HDFC. Vymo helps frontline reps report data and learn how to engage customers. It helps managers make data-backed preemptive interventions and improve the team’s outcomes, and it helps leaders with insights that help plan and resource for the business.
Vymo has 100,000 users globally, is recognized by Gartner as a Cool Vendor, and is a notable mention in the Forrester Sales Tech Report.
How they describe their product/innovation: Our product can be classified as a solution portfolio. We are able to adapt our value proposition based on what the customer in question needs at the time. This can range anywhere from lead allocation and management systems to activity capture for advisors.
Vymo can act as a stand-alone CRM, but can also act as a layer of intelligence and automation on top of a pre-existing CRM.
Vymo also has its own analytics and reporting tool for managers to surface metrics unique to their business.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Atul Vidhu, Demand Generation, [email protected], +91 973 902 2584
How they describe themselves: U.S. Bancorp, with 70,000 employees and $554 billion in assets as of December 30, 2020, is the parent company of U.S. Bank, the fifth-largest commercial bank in the United States. The Minneapolis-based bank blends its relationship teams, branches and ATM network with mobile and online tools that allow customers to bank how, when, and where they prefer. U.S. Bank is committed to serving its millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world.
How they describe their product/innovation: U.S. Bank Instant Card is a mobile app for employees and nonemployees alike that supports:
- Companies and their employees working from home, or site leaders tasked with re-opening offices, factories, and stores with the ability to procure home office equipment or essential PPE and cleaning supplies.
- Remote staff or contractors needing supplies to set up/maintain their home offices, pull permits to keep construction projects or utility field crews moving forward, open new facilities or simply as a means for replacing petty cash.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Laretha Elliott Hulse, VP Product Development, [email protected], 816-522-0834 & Jon Zimmerman, VP & Group Product Manager, [email protected], 612-436-6192
Press: Teri Charest, Media Relations, [email protected], 612-303-0771 & Dan Endy, Media Relations, [email protected], 763-742-2468
