How they describe themselves: DriveWealth is first FinTech company with the regulatory licenses and the cloud/API based technology to offer access to the US equities market to mass retail investors worldwide. Our core technology is a mobile first, full stack platform that we offer to our B2B partners, to enable them to offer a native investing platform to their large customer bases. Our partners are both foreign regulated banks/brokerages or foreign Consumer Facing Digital Finance companies, including e-commerce companies, P2P lenders, retail data platforms and social investing platforms. We have launched or are in integration with partners aggregating over 500 million customers, principally in the emerging markets.

How they describe their product/innovation: DriveWealth is the first company to launch real time fractional share trading to our global customer base. We will enable customers to buy and sell US listed equities in fractions (going to 1/100th share) in the same manner and pricing as if they were trading round lot securities – all trades will be filled with best bid pricing, with fractional dividend payments, and full control over their securities in real time. No batching of trades, no limited trading windows, no hidden high fees. Our product will be dollar based investing worldwide, creating self directed portfolios using fractional, in a mobile, frictionless environment.

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

Contacts:

Bus. Dev.: Michael Fitzgerald, Head of Corporate Strategy, +1 973 816 2419

Press: Nicole Dugan, Strategic Marketing +1 973 559 6754

Sales: Mark Smedley, Head of Business Development, +1 973 532 5003

How they describe themselves: The CREALOGIX Group is an independent Swiss software house and the Swiss market leader for Digital Banking. CREALOGIX develops and implements innovative fintech solutions for the digital bank of tomorrow. The focus is placed on customer-oriented mobile-first solutions, scaled security products and financial advisory solutions.

How they describe their product/innovation: The CREALOGIX digital banking hub offers with its API-Layer the possibility for banks to embed content more easily throughout the online channels. APIs help to support unanticipated future uses of financial services in a new context , creating everyday relevancy. With CREALOGIX Digital Banking Hub, banks stay future-ready for new and innovative technologies by ensuring that banks unlock their digital banking systems potential.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts:

Bus. Dev. & Sales: Marc Staehli, VP Sales & Marketing, [email protected]

Press: Patrycja Pielaszek, Group Communication Officer, [email protected]

How they describe themselves: Capitalise makes it easy for SMEs and their advisors to find, compare and select funding. With so many lenders in the market, Capitalise simplifies the search process and uses the latest technology to generate objective, intelligent matches, giving businesses the power to choose the most appropriate funding product. We’ve established a marketplace where lenders, SMEs and their advisers can join forces in comparing and executing loans. Capitalise is based on the belief that every company should not just get a financing offer, but receive the right one, with the highest likelihood of approval. In turn, SMEs using Capitalise are twice as likely to get funded.

How they describe their product/innovation: Our platform uses behavioural data, based on past successes, to match and rank lenders while our algorithms currently compare over 2500 data points (and growing) to find the most suitable funding solutions and improve the likelihood of success. In addition, our advanced platform allows businesses to collaborate with their accountants or advisors in the application process. They can submit information and documents to lenders and even manage the loan process on behalf of a business.

Product distribution strategy: Direct to Business (B2B)

How they describe themselves: Based in Tel Aviv, Israel, Capitali.se is a financial technology company founded by a team of passionate developers with vast experience in the fintech arena. The company vision is to redefine trading automation and provide an innovative alternative suitable for financial professionals and consumers alike. Financial institutions receive access to a unique technology that promises to attract more customers to trade actively and increase their lifetime value. The company is ready to onboard selected financial partners that want to start benefiting from this financial innovation.

How they describe their product/innovation: Capitali.se is the innovative and magical way that lets you use natural language to make your investment ideas come to life. Capitali.se simplifies the investment process by taking simple words and converting them into executable and optimized investments. We bridge between the simplicity of common words and the complex world of automated trading. Capitali.se delivers portfolio management automation based on written investment scenarios. With Capitali.se you can instantly optimize your investment ideas to analyze, predict and improve investment performance. Visit us at www.capitali.se to see how we magically turn your words into investments.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts:

Press & Sales: Shahar Rabin, CEO & Co-Founder, [email protected]

How they describe themselves: Capital Preferences is introducing the newest technology and first scientific approach to risk profiling. Our platform is built upon the groundbreaking research in decision science and game theory of Shachar Kariv – our Chief Scientist, and Chair of the Economics Department at University of California Berkeley. With over a year of focused development and a decade of global testing we are ready for a revolutionary launch of our enterprise investment advice platform for the financial services sector. With a global team located in the US, Europe and Asia we are ready to provide the financial services sector with a true understanding of their client’s risk preferences.

How they describe their product/innovation: We have developed the future of preference analytics. We utilise revealed preference theory to quickly recover a client’s Economic Fingerprint™ through a simple game – letting you precisely develop and deliver financial advice with a scientific basis. Our enterprise platform provides financial service firms insight into their clients’ financial risk preferences – improving the quality of advice, reducing compliance risk, and allowing powerful marketing segmentation. We move the power to the firm. Firms will truly know their clients, helping to provide targeted products while increasing efficiency in their advice process and providing the means to actively engage with clients.

Product distribution strategy: Through financial institutions

Regional Contacts:

North America: Vince Bakshani, [email protected]

Europe: Claire Mellon, [email protected]

APAC: Jamie Murray, [email protected]

How they describe themselves: BankersLab builds SaaS ‘virtual world’ training simulations for bankers and FinTech lenders. In our “Lab” courses, participants compete against each other in teams to manage the most profitable portfolios. Our global client base has given rave reviews of this powerful up-skill tool, and with requests to continue playing the simulation game outside of the “Lab”. By popular demand, we have created PortfolioQuest, BankersLab’s single-player Saas simulation product. By invitation only, paid Beta goes live in Spring 2016.

How they describe their product/innovation: PortfolioQuest is a ‘virtual world’ training simulation for FinTech lenders and bankers. This simulation platform has billions of possible outcomes, and is configurable for every level across all functional areas of consumer lending. Leader boards, competitions and progress metrics feedback players’ financial success and drive learning engagement. In addition to being a training tool, it is a powerful benchmarking tool. The ‘unstructured’ data from player behavior is a gold mine of insight. It provides early detection and troubleshooting of employees’ forecasting, decision-making and portfolio management skills.

Product distribution strategy: Direct to Business (B2B), licensed

Contacts:

Bus. Dev.: Michelle Katics, CEO, [email protected]
Press: Mark Kaufman, COO, [email protected]
Sales: Gordon Milne, Director of Sales, [email protected]

How they describe themselves: We help banks get online faster by delivering a complete, customer-centric, omni-channel digital banking solution that drastically differentiates banks from the competition. Our out-of-the-box digital bank helps banks revitalize their customers’ digital interactions, drastically increasing the stickiness of their relationships with their customers. At the same time we put FIs back in control over their digital strategy with our Visual Editor and API layer. Industry analysts Gartner, Forrester, and Ovum recognize Backbase as a leader in terms of customer experience, omni-channel, and time to value. Backbase powers numerous global institutions, including ABN AMRO, WestPac, Barclays, Fidelity, and Goldman Sachs.

How they describe their product/innovation: We are launching the Wealth Management edition of our Digital Banking Platform (DBP). With a strong focus on providing a beautiful customer experience, that works on any device and channel, and puts your affluent customers in full control over their portfolio, their bank accounts, and improves customer – advisor relations. Putting you, the bank, on par with the fintech challengers that are after one of the most profitable customer segments in banking: the private banking customer.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts:

Press: Jelmer de Jong Global, Head of Marketing, [email protected]

Sales: James Barker, Regional Director UK, [email protected]

How they describe themselves: Avoka accelerates customer-centric digital transformation with frictionless sales and service transactions. Avoka Transact is a digital business platform for enterprises building competitive advantage around mobile and digital customer acquisition. For banking, wealth management and insurance, Avoka increases business agility, bringing account opening, customer acquisition and onboarding transactions to market far more quickly and with drastically lower investment than with conventional technologies.

How they describe their product/innovation: Avoka will demonstrate the patent pending Transaction Effort Score (TES) , which is like a predictive Net Promoter Score. TES measures the customer effort associated with applying for a credit card or opening a bank account – and there is a direct correlation between TES and Abandonment Rates. TES is built into the Avoka design process, allowing an institution to identify ways to reduce effort and cut abandonment rates, while comparing their digital account opening with industry best practices.

How they describe themselves: Asseco is the fastest growing of the Top 10 Software Vendors in Europe, as ranked by Truffle Capital in their “Top 100 European Software Vendors”. Asseco Group operates in more than 50 countries and employs over 20,000 people worldwide. Our companies are listed on the Warsaw Stock Exchange, Tel-Aviv Stock Exchange as well as on the American NASDAQ Global Markets. Asseco offers advanced software solutions for all sectors of the economy including financial institutions and banks.

How they describe their product/innovation: Asseco Customer Banking Platform is a unique solution that integrates the functionality of internet and mobile banking based on an innovative mini-applications concept. Asseco CBP allows easy and quick delivery of banking products and services in any direct banking channel. Mini-applications can be developed by the bank’s IT team or any external partners. Adjusting functionality of the system by each bank customer is as simple as adding and using apps on a smartphone. Check out our dedicated website: http://cbp.asseco.com/home-page

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts:

General: Sławomir Ziajka, Products Development Director, [email protected], &
Artur Wiza, Managing Director Corporate Communication, [email protected]

Bus. Dev. & Sales: Marek Lulek, Sales Director, [email protected]

Press: Ewa Kryj, Press Spokesperson, [email protected]

How they describe themselves: AdviceRobo offers financial services providers and their clients tools and technology to reduce financial stress, by addressing both risks as well as offering opportunities to achieve financial goals. The solutions are derived off and powered by AdviceRobo Engine: an artificial intelligence platform that combines data from structured and social sources with behavioural analytics, reporting and gamification elements to create an easy to use 21st century solution fit for today’s social, business and behavioural context. The platform offers an intelligent dashboard for financial services providers that collects data from over 1,000 data points together with an activation tool for their customers, the Agent.

How they describe their product/innovation: CreditRobo applies artificial intelligence on credit risk to prevent this from happening in your customer bases. It reduces default, bad debts and outflow as well as application time. CreditRobo offers 3 services (1) early warnings on bad debt, default, pre-payments and outflow (2) real-time behavioural dashboards of the risk development in the customer base and (3) real time behavioural credit scoring for instant onboarding, renewal and targeting of underserved groups like Millenials and SME’s. This means 3 big benefits (1) increase of customer loyalty (2) responsible handling of customers credit risk (3) boost your profit by saving time and cost on credit risk.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts:

Bus. Dev.: Diederick van Thiel, [email protected], +0031 646 7272 99

Press & Sales: Rosali Steenkamer, [email protected], +0031 652 636 131

How they describe themselves: additiv develops and implements digital innovations and business models for financial services providers. With the powerful platform additiv DFS (Digital Finance Suite) financial services providers can digitize their client offering, automate customer-related processes in the areas of front and midoffice (examples: robo assisted digital wealth management solutions like self directed robo advice platforms with various degree of complexity, holistic and highly sophisticated private banking solution, etc.). additiv DFS builds on the existing core banking system, allowing a rapid go-to-market of innovative digital solutions in the areas of private banking, retail banking, consumer finance and portfolio and asset management.

How they describe their product/innovation: The “Descartes” digital asset management platform launched by “Descartes Finance” enables demanding self-directed investors to implement individualized portfolios based on sophisticated portfolio allocation and optimization methods. Descartes clients (the targeted customer segments are sophisticated private investors, family offices and institutional investors) get access to a holistic advisory and portfolio management approach. The Descartes offer is supported by cooperations and corresponding technical integration with several tier 1 banks. The solution is set up on the comprehensive additiv Digital Finance Suite.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, licensed

Contacts:

Bus. Dev. & Press: Markus Kleiner, Head Bus. Dev. & Alliance Mgt.

Sales: Michael Stemmle, CEO & Founder, Manuel Thomet, Head of Consulting, Loïc Pitrou, APAC Director, & Oliver Steeg, Head Private Banking