How they describe themselves: edo is transforming shopping and saving by delivering the simplest solution to personalized offers that are automatically available on consumers’ credit & debit cards & mobile devices. Through its card-linked offer platform, edo Marketplace, edo brings unique insight and clarity into consumer spending behavior — helping marketers and merchants increase loyalty and target new customers with instantly redeemable discounts tailored to their customers’ shopping habits. For more information, visit www.edointeractive.com.

How they describe their product/innovation: Following FinovateSpring 2011 where edo unveiled the world’s first ever real-time redemption of a card-linked offer, we’re returning in 2012 to take the next step forward in our vision to transform shopping & saving. The innovation we’ll demo – the ability for a purchase at one merchant to trigger the awarding of an offer to a second, nearby merchant in real-time – shifts the focus of mobile advertising from “check-in” to “check-out.” Introducing “GeoCommerce” by edo, the next wave of innovation in the card-linked offers space.

Contacts:

Bus. Dev. & Sales: Lisa McGinty, VP Strategic Partnerships, [email protected],
615-297-6080 x162
Press: Jeff Fagel, VP Marketing & Brand Development, [email protected],
312-239-3269 x421

How they describe themselves: Expense reports that don’t suck! Import expenses and receipts from your credit cards and mobile phones, submit expense reports through email, reimburse everything online using QuickBooks and direct deposit.

How they describe their product/innovation: Expensify Trips! Forward your travel itineraries to [email protected] and let SmartScan pull out the details for fast access inside the Expensify mobile app (iPhone, Android, BlackBerry, Windows Phone).  Includes everything you’d expect – streamlined presentation, offline access, flight reminders, etc.  But since travel itineraries are also travel receipts, this means you’re halfway done with your expense report before you even get started: create your whole report in one click after you land, receipts and all.  After all, travel itineraries are just expense reports waiting to be submitted, so why not kill two birds with one stone?  Expensify Trips is one more way Expensify gets a little better (or in this case – a lot better), every day.  Free to sign up, free to use, and lots of premium goodies on top.  We’d love to have you, or write me at [email protected] if you want to learn more!

Contacts:

Bus. Dev.: David Barrett, Founder and CEO, [email protected]

How they describe themselves: Experian is a leader in providing data and predictive insights for businesses, helping them mitigate risk and improve profitability. The company’s business database provides comprehensive, third-party-verified information on 99.9 percent of all U.S. companies, with the industry’s most extensive data on the broad spectrum of small and mid-sized businesses.

How they describe their product/innovation: BusinessIQ Express is an online tool that enables business owners and principals to quickly and easily make smart, informed decisions:

• Evaluate prospects, customers, suppliers, & partners on their likelihood to pay or deliver on time
• Monitor businesses with alerts and notifications to maintain positive relationships
• Collect outstanding debts and avoid future losses
• View and contribute community business ratings and comments
• Learn from tutorial videos, tool tips, and support

All these features utilize the most comprehensive and trusted financial information on U.S. small businesses — all in one complete, simple package for one compelling price.

Keep the cash flowing with BusinessIQExpress.com.

Contacts:

Press: Roslyn Whitehurst, Senior Manager, Experian Public Relations, [email protected], 714-830-5578
Sales: Talk to a live representative: 1-800-723-6948

How they describe themselves: Flint is creating a new way of doing business for tens of millions of on-the-go small businesses. Flint’s platform brings together an unmatched duo of easy mobile credit card payments and online word of mouth marketing. Our offering addresses the core payment and customer acquisition needs of local service businesses, which are underserved by existing solutions. This sector accounts for approximately $1 trillion in U.S. commerce and is growing rapidly.

Flint eliminates current usage barriers and creates powerful incentives for small mobile businesses to “go digital” as their primary mode of operation.

How they describe their product/innovation: Flint is introducing its first product offering.  We will be demoing our end-to-end service that seamlessly integrates easy mobile payments with word of mouth marketing through the biggest social networks.

Contacts:

Bus. Dev. & Sales: Greg Goldfarb, CEO & Co-Founder, [email protected], 650-430-5757
Press: Matt McAllister, Fluid PR, [email protected], 510-229-9707

How they describe themselves: FutureAdvisor is your online investment advisor: A free web application that looks at your whole portfolio, including 401(k) accounts, and makes step-by-step recommendations to save on hidden fees, increase tax efficiency, and better diversify.

FutureAdvisor even takes into account the limited plan options available in your employers’ 401(k) plan, and makes recommendations specific to those available options. Currently, over 100 of the largest 401(k) plans in the United States are supported, with more being added everyday.

Before, financial advice was only for the wealthy. With FutureAdvisor, high quality unbiased advice is now available for everyone.

How they describe their product/innovation: FutureAdvisor is demoing FutureAdvisor 401(k) Advice, which supports more than 100 of the largest 401(k) plans in the country. With company-specific data about which 401(k) Plans have which specific investment options, FutureAdvisor is able to algorithmically give step-by-step investment advice to investors that takes into account their investment goals, their existing investments elsewhere, and their 401(k)’s limited plan options.

Though other companies have tried to tackle the problem of advising users on their IRA or taxable accounts, no free web service has been available to give specific actionable advice on investors’ 401(k) accounts because of the complexity involved, until now.

With FutureAdvisor’s step-by-step advice that takes an investor’s 401(k) and other accounts holistically into consideration, investors will be able to save on hidden fund fees, better diversify, and improve their tax efficiency.

Contacts:

Bus. Dev. & Press: Bo Lu, Co-Founder, [email protected]

How they describe themselves: Giftly is revolutionizing gift giving by inventing the future of the gift card. Giftly makes it easy to give a gift card to any store or restaurant in the United States, right from your computer or mobile phone.

Giftly’s innovative work in payments, mobile user experience, and design yields a simple way to treat someone you care about to something you think they’d love, whether it’s a cupcake, an iPad, or a wine tasting.

Our goal: Make it easy to give the people you care about thoughtful, timely, fun gifts that amplify what people love about gift cards and eliminate what they don’t.

How they describe their product/innovation: Our innovation is that we’ve created a gift card that doesn’t require merchant participation or point of sale integration, allowing us to focus on the consumer experience. Giftly does this by turning a person’s credit or debit card into a gift card.

With that innovation, we’ve made an iPhone app that makes giving a gift fun and easy. It’s been designed to be social, simple, and create great moments of serendipity between friends. Thanks to Facebook, Foursquare, and smart iOS integration, you can send a friend a nice birthday gift or give a drink to a friend when they check in at a bar within moments. To use a Giftly, you simply pay with your credit card and confirm redemption on your smartphone.

In this demo, we’ll show how Giftly makes it easy to keep up with the people you care about and send awesome gifts at just the right moment.

Contacts:

Bus. Dev. & Sales: Dan Kimerling, COO, [email protected], 732-910-4462
Press: Tim Bentley, Founder & CEO, [email protected], 917-475-6517

How they describe their product/innovation: eToro’s newest innovation on its social trading platform OpenBook is Tag Trading, which allows users to create personalized and detailed trading strategies that they can easily implement in minutes. It supports copy trading with a very detailed analysis/filter tool to enable users to create their own customized, people-based portfolio. Investors can filter and dissect the largest trading community by different dimensions such as Activity, Risk, Performance and Instruments traded and pick a personalized trader line-up for their people-based portfolio. The visual implementation resembles e-commerce filtering mechanisms, ensuring seamless and intuitive dissection of large data sets to achieve fast and meaningful results.

Contacts:

Bus. Dev. & Press: Alon Levitan, Head of Strategic Marketing, [email protected]
Sales: Zvika Pakula, Chief Marketing & Sales, [email protected]

How they describe themselves: We love our software. That’s why we create state of art IT solutions for finance, banking, and online businesses, online identity applications based on digital signature usage. We are known for meeting requirements critical to competitiveness from personalization and rich user experience to high-tech and security means. That’s why we have a unique opportunity at this moment, given by our business profile, to become champions and promoters of what is, fundamentally, an outstanding and compelling success story: the story of new approach to banking applications.

How they describe their product/innovation: We often hear that we live in a world full of impossible. Trapped inside little boxes, filled with needless habits that aren’t necessary anymore. It doesn’t have to be that way. Technology has advanced so much, so when we can speak with our PCs, why we bother to type? Yes, financial institutions and online banking solutions refer to a serious, unshakable, respectable realm, but we want to challenge this point of view by introducing a new UX approach to financial online services. ETRONIKA introduces a financial application that recognizes your face, congratulates you, analyzes your voice to identify you, and navigates you into online banking. You choose what is most convenient for you at that time: using your voice, motion-activated user interface, or keyboard – if you feel old-fashioned.

Contacts:

Bus. Dev.: Kęstutis Gardžiulis, CEO & Co-founder, [email protected]
Press: Karolis Makrickas, Storyteller, [email protected]

How they describe themselves: Fenergo is a leading specialist in Client On-boarding & Account Opening solutions for Banking and Financial Services. We bring to market one of the most comprehensive solutions for on-boarding, KYC and account opening, with capabilities to address regulatory compliance and process efficiency. Our software is used by leading Investment, Corporate and Capital Markets banks to manage enforcement of KYC, AML and credit policies, as well as other regulatory requirements including MiFID II and FATCA.

How they describe their product/innovation: Deal Manager (DM) offers financial institutions a unique and full-featured application for client on-boarding and account opening. By systemizing highly complex KYC, Client Due Diligence and credit processes, Deal Manager delivers efficiency, transparency and control across new business processing, and ensures ongoing requirements are managed. It ticks the box for compliance with flexible on-boarding and account opening models that integrate policy, document and regulatory requirements for all major markets. With Deal Manager, institutions can manage all KYC and on- boarding requirements for individual and institutional clients, as well as credit, legal documentation processes for new products and services.

Contacts:

Bus. Dev. & Sales: Marc Murphy, CEO & Sales Director, [email protected],
+353 1 8843285/+ 00 44 7876536805
Press: Andrea Timmins, Business Development, [email protected],
+353 1 8843208/+353 87 3244333

How they describe themselves: In 1996, the Figlo Group B.V. was founded in the Netherlands with the goal to make the personal financial future of individuals insightful and understandable.
Figlo delivers state of the art software that supports financial awareness on a consumer level. Our platform supports powerful and comprehensible financial planning on short, mid and long term goals, delivered in an integrated solution for Personal Finance Management, Financial Product Advice and Financial Planning. Currently our Figlo Platform is delivered to all continents of the world, locally adapted to be fully compliant with all laws and regulations.

We have partners in Europe, North America, Brazil, India, South East Asia & the Pacific region, and South Africa.

How they describe their product/innovation: A complete solution to gain insight in financial matters on a consumer level. The Figlo consumer portal makes financial planning accessible for everyone on any device. The portal increases customer engagement and can be used as an onboarding tool. It is based on widgets and exposes the Figlo functionalities using a system in which content is displayed onscreen during editing (WYSIWYG editor). The drag and drop system enables a quick time to market. By integrating these widgets into social media, the fun factor of financial planning is guaranteed. Get engaged with your customer using this portal.

Contacts:

Bus. Dev.: Albert van den Broek, CEO Worldwide, [email protected]
Press: Ellen van Beek, Manager Corporate Communications, [email protected]
Sales: Anne Hendriksen, Global Partner Support Officer, [email protected]

How they describe themselves: Finsphere was founded on the powerful vision that a mobile phone can be used as a proxy for an individual’s identity. Based on its “Mobile as Identity” vision, Finsphere developed the Identity Security Services platform, a sophisticated, expert rule-based and predictive analytics engine surrounded by a core set of identity authentication services.  Through its analytics platform and leveraging rich mobile network operator data beyond just mobile location, Finsphere’s goal is to enable wireless carriers to unlock the value of customer data in all industry segments.

How they describe their product/innovation: A suite of solutions that includes fraud management services for financial institutions and online merchants, access management services for enterprise and cloud computing environments, and PinPoint, a consumer focused fraud protection service for financial services providers. Finsphere’s Identity Security Services platform provides the basis for expanding the solution sets to monetize wireless data across industry segments worldwide.

Contacts:

Bus. Dev.: Robert Boxberger, President, [email protected]
Press: Jeff Brennan, Chief Privacy Officer, [email protected]
Sales: Dave Tiezzi, Senior Vice President Global Sales, [email protected]

How they describe themselves: Fiserv is the world’s most successful provider of digital banking and payment solutions to financial institutions. In particular, Fiserv leads the market with solutions that enable:

• Person-to-person and small business payments
• Bill presentment and payment
• Online banking and personal financial systems
• Mobile banking, payments, and alerts

How they describe their product/innovation: Mobiliti M-Cash is a complete bank-driven personal payments platform. It allows leading financial institutions to set up their own mobile-centric P2P brand and enable:

• Consumer to consumer payments
• Consumer to business payments
• Consumer payments to online retailers

Contacts:

Bus. Dev. & Press: Serge van Dam, VP of Market Development, [email protected], +44 208 133 1246
Sales: Alan Birch, Sales Director of UK, Europe, Middle East & Africa, [email protected], +44 208 833 3129