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
How they describe themselves: Urjanet is the world’s leading utility data aggregator, delivering data from more than 6,500 utility, telecom and cable providers across 47 countries. Urjanet’s cloud-based platform and powerful suite of APIs provide a secure and scalable way for businesses to access consumer-permissioned data. Equifax, a global data, analytics, and technology company, is a key partner in helping to bring Urjanet’s consent-based data to market.
How they describe their product/innovation: Developed in partnership with Urjanet, Equifax’s new Payment Insights solution promotes greater financial inclusion by empowering consumers and small business owners to share utility and telecom payment history with banks or lenders when applying for loans and other services. Applicants simply provide consent to connect their utility accounts from a lender’s branded experience, and up to 12 months of data is immediately delivered directly from the utility provider to the lender in tradeline format.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Erik Becker, SVP Corporate Development, [email protected]
How they describe themselves: We help you to structurally listen to your customers when optimizing online service and sales journeys. All based on validated customer experience research.
How they describe their product/innovation: The Digital Experience Dashboard lets you discover what you can learn from the best-in-class websites globally, boost online sales and accelerate digital growth by prioritizing your CX improvements to create maximum impact. The Dashboard gives you detailed insights on how consumers engage and experience your websites and apps versus your direct competition. At both local and global levels, on desktop, smartphone, and per customer (sales) journey.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Roos Rieu, Head of Bus. Dev., [email protected]
Press: Matthijs van den Broek, Head of Thought Leadership, [email protected], +31 6 4837 8932
How they describe themselves: Zeta® is a modern banking tech company providing a full-stack, cloud-native API-ready core banking and transaction processing platform for issuance of credit, debit, and prepaid products that enable legacy banks to launch modern retail and corporate fintech products.
How they describe their product/innovation: Tachyon is a modular credit, debit, prepaid and loan processing platform with integrated Mobile app. It helps Financial Institutions launch a neobank experience with lower cost-to-income ratio, lower fraud rates, higher engagement and NPS.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Gary Singh, President US, [email protected]
How they describe themselves: WealthConductor LLC was founded by industry veterans with a combined 80 years of experience in asset management, financial planning, and fintech development. The firm’s sole focus is on building products that assist financial advisors, RIAs and Broker Dealers in simplifying and executing the complicated task of delivering retirement income for their clients. We are a fintech company that helps financial professionals grow their businesses, differentiate their services, and deliver a high quality of service to their clients.
How they describe their product/innovation: IncomeConductor was developed to solve for the many challenges facing financial professionals today.
With 10,000 people turning 65 every day and over $25 trillion held in retirement assets, financial professionals are tasked with helping their clients spend the money they’ve worked a lifetime to build.
With IncomeConductor’s retirement planning software, customized retirement distribution plans can be built with clients’ unique goals in mind and adapted as their priorities change, all in real time.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Tom O’Connor, CMO, [email protected]
Press: John Stavinga, Director of Communications Strategy Group, [email protected]
How they describe themselves: VRAY offers a simple, secure and cardless payment platform to merchants through payment processors and e-commerce providers on a white label basis. We enable consumers to shop seamlessly and securely across a wide variety of devices and platforms. The company markets its technology directly to companies that service merchants and financial institutions. VRAY has the dual benefit of increasing shopping cart conversion and decreasing fraud cost by leveraging EMVCo standard tokens which operates within the existing infrastructure of the payment system.
How they describe their product/innovation: VRAY is going to demonstrate a recurring payment solution which does not require customer to provide card information for subscription. Whenever a recurring charge event occurs, customer receives a payment reminder text on his/her smartphone; customer can either authorize the payment via biometrics for the upcoming product shipment or tapping the “Cancel” button to cancel the upcoming product shipment. Customer can change the delivery frequency and next shipment date any time.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev. & Press: Jack Shauh, CEO, [email protected]
How they describe themselves: UpSwot is the rapidly growing fintech, focused on changing the way Banks and other FI serve their SMB and mid-market clients to help both sides become more efficient
How they describe their product/innovation: UpSwot helps Banks, telcos, insurance companies grow SMB and Mid-Market checking/deposit/credit sales by 15% with the help of cash flow predictions and business insights into QuickBooks, Xero, Amazon plus 119 other apps.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Dmitry Norenko, CEO, [email protected]
Press: Dmitry Norenko, CEO, [email protected] & Yaroslav Yaroslavskiy, CMO, [email protected]
How they describe themselves: Envestnet | Yodlee is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers. Envestnet | Yodlee has proudly fueled digital financial innovation for more than 20 years and partners with more than 1,300 financial institutions and FinTechs in helping consumers achieve better financial lives.
How they describe their product/innovation: Insights Solutions enable FSPs to build and scale the hyper-personalized financial wellness experiences consumers expect – fueling better engagement, satisfaction, retention, and revenue. The key components include:
Insights Library | Understand consumer behavior and inspire users to take action.
Peer Benchmarking | Provide context and comparisons around spending and saving habits.
Personalized Views | Grow engagement by making it easy to see financial views around topics that matter to users throughout their financial wellness journey.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Press: Ross Townsend, Sr. Manager of Public Relations, [email protected]
How they describe themselves: We make payment workflow automation to reduce touch-points surrounding payment transactions. Our merchant focused cloud payments combine digital payments processes from Asia with privacy technology from Europe to deliver easy to use, affordable, contactless payments experiences anyone can use. No apps or accounts required. Our services range from blockchain receipts management to in-store shopping and mobile self-checkout.
How they describe their product/innovation: The XcooBee Retail System combines in-store mobile shopping, self-checkout, and remote payment into a self-shopping powerhouse that can create more affordable, more-flexible, more secure, and easier to implement self-checkouts that customer will love.
For users this works with little friction without any pre-requisites of signups, apps, or accounts. Retailers are able to improve store utilization and store effectiveness while being able to generate add-on sales through shopper interaction.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev.: Jay Fuller, [email protected]
Press: Jennifer Fortney, [email protected]
How they describe themselves: The ultimate source for official answers about a business online should be the business itself. However, when consumers ask questions on company websites, too often they are left in the dark with wrong answers. Yext, the Search Experience Cloud, solves this problem by organizing a business’s facts so it can provide official answers to consumer questions – wherever people search. Starting with the company website, then extending across search engines and voice assistants, businesses around the world trust Yext to radically improve the search experience.
How they describe their product/innovation: AI-powered services like Google, Alexa, and Siri have set a new, conversational standard for consumer search experiences. Yext Answers streamlines the path from question to answer directly on your website, app, and other owned properties. Customers can find exactly what they’re looking for – whether that’s your address, the name of an advisor, an event, or FAQs – with direct answers and calls-to-action, increasing conversion, reducing operational costs, and unlocking new sources of customer intelligence to accelerate your marketing strategy.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Shane Closser, Head of Industry, Finance, [email protected]
Press: Dana Borrero, Head of Sponsorships, [email protected]
How they describe themselves: Unblu’s Conversational Platform empowers financial institutions to make every online conversation meaningful and profitable. By using Unblu, financial institutions increase online conversions, deliver better customer experience and build successful business relationships. With over 120 implementations in the financial industry worldwide, institutions such as UBS, Deutsche Bank or BNP Paribas are using our solutions to deliver the conversational experience online.
How they describe their product/innovation: We will showcase how our Conversational Platform allows banks and insurance companies to interact with customers in today’s world. Our hybrid platform allows financial institutions to serve their customers digitally. It supports a seamless transition from chatbots to human advisors in the customer consultation process. Clients can execute transactions using conversational AI interfaces and discuss and visually collaborate with human advisors about more complex products where appropriate.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Laura Moldenhauer, [email protected]
