How they describe themselves: Advisor Software is an enterprise software company that is a pioneer in SaaS and PaaS cloud services for the Financial Services industry. Over our 20 year history, we have developed highly sophisticated solutions for the most demanding wealth management industry clients. We make our products available either as APIs or apps on our cloud platform, or as highly custom software solutions for large enterprises. Our solutions span the end-to-end wealth management process: from goal based financial and investment planning to portfolio construction and management, through portfolio analysis, optimization, and rebalancing.
How they describe their product/innovation: Wealth Management Cloud™ was launched in March of 2015 to address an unmet need in the Financial Services industry: a platform to facilitate the rapid prototyping and development of multi-platform, multi-user, mobile-ready wealth management applications. Our cloud platform exposes 20 years of intellectual property via APIs, widgets and apps rather than through traditional licensed software. This modular framework offers innovative companies a library of plug and play wealth management building blocks, allowing them to quickly develop new applications while affording them complete control over their user experience.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev., Press & Sales: Erik Jepson, Chief Customer Officer
How they describe themselves: Adobe is changing the world through digital experiences. Content built and optimized with Adobe products is everywhere you look, from websites, video games, and smartphones, to televisions, tablets and beyond. Adobe Marketing Cloud empowers companies to use big data to effectively reach and engage customers with highly personalized marketing content across all digital touchpoints. Eight tightly integrated solutions offer marketers a complete set of technologies for analytics, web and app experience management, testing and targeting, advertising, video, audience management, social engagement, and campaign orchestration.
How they describe their product/innovation: With Adobe Experience Manager forms, financial institutions can transform complex form and document transactions into simple, engaging digital experiences anywhere, anytime, on any device, improving user experiences, increasing operational efficiency, and reducing paper and manual processes. By leveraging the Adobe Marketing Cloud, financial institutions can efficiently personalize and optimize digital form and document experiences for clients and prospects, increasing satisfaction, brand loyalty, and conversion rates. Automatically inserting targeted offers into form and document experiences increases cross-sell rates, while personalized communications through preferred channels help deepen relationships.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Sales: Paul Kammeyer, FSI Account Development Manager, [email protected], 385-345-2530
How they describe themselves: Buzz Points is a community-focused rewards program and innovative mobile app that drives revenue and loyalty. The exclusive win-win-win model benefits community financial institutions, their account holders, and local businesses. Targeted marketing campaigns – handled entirely by Buzz Points – deepen cardholder engagement, increasing interchange revenue and sales of your other products.
How they describe their product/innovation: Buzz Points’ recently launched mobile app enables users to purchase, manage, and redeem points and local, personalized offers from their mobile devices and explore new local businesses close to home or across the country.
Among its innovative features, the app utilizes geotargeting to identify and recommend nearby locally owned businesses, which enables users to earn and use points not only in their own local market, but also throughout the country as they travel. Exclusive discounts and offers are personalized based on the individual’s spending habits according to transaction data. The Buzz Points mobile app is available to individuals nationwide who are enrolled in Buzz Points through their community financial institution.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Jay Valanju, Founder, [email protected], 512-413-2588
Press: Susan Guerra, Thatcher+Co., [email protected], 973-650-6555
Sales: Tom Snyder, SVP Sales, [email protected], 630-310-0401
How they describe themselves: Blockstack.io is an enterprise software company offering a hosted and licensed enterprise blockchain platform for financial services and other enterprises to create applications on their own private blockchain quickly and easily. The San Francisco-based company has taken the underlying technology of Bitcoin and created an infrastructure platform to improve back office functions for and among financial institutions.
How they describe their product/innovation: The company is demonstrating how easy it is to start building an application on a private, hosted Blockstack. Within a few minutes, we are demonstrating the set up of a private blockchain and showing a demo application built on top of the private Blockstack to illustrate how easy it is to get started.
Product distribution strategy: Direct to Business (B2B), through financial institutions, hosted and licensed
Contacts:
Bus. Dev., Press & Sales: Peter Shiau, CEO, COO & Co-Founder, [email protected]
How they describe themselves: additiv develops and implements digital innovations and business models for financial services providers. Thus, additiv is a centre of excellence in Digital Finance, a hybrid between a traditional software vendor and a specialized consulting firm. The company brings together IT/engineers, bankers, as well as experts in design and user experience (UX). additiv has been working for banks, asset managers, credit institutions, and insurance companies for 15 years, servicing 33 clients across Switzerland, Europe, and Asia. The client base ranges from tier 1 to tier 4 banks and insurance companies.
How they describe their product/innovation: investomat is a robo-advisor developed for a Swiss cantonal bank, Glarner Kantonalbank. The new offer is aimed at Swiss and European resident clients with a minimum of CHF 5,000 investable assets. investomat is based on a theme-based investment approach in diversified and mean variance-optimized portfolios. At present, the bank provides eight investable themes that are replicated using ETFs from various providers. The entire solution is based on additiv’s Digital Finance Suite (DFS) and includes the digital offering for the client (online application and onboarding, online cockpit) and the front and middle office functionalities to manage the client offering end to end at lowest cost.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts:
Bus. Dev.: Michael Stemmle, CEO & Founder
Press: Manuel Thomet, Head of Consulting
Sales: Michael Stemmle, CEO & Founder, Manuel Thomet, Head of Consulting & Loïc Pitrou, APAC Director
How they describe themselves: CellTrust Corporation equips your workforce with the most complete, secure and integrated mobile enterprise solution. As a leading, pure-play enterprise mobile security provider, CellTrust is uniquely positioned to help businesses make the most of enterprise mobility as it relates to connecting and safeguarding critical business processes, empowering its people and improving business outcomes.
How they describe their product/innovation: CellTrust SecureLine™ is a leading enterprise solution for secure voice and secure SMS that empowers the workforce with seamless mobile communications that can be secured, traced and archived. The CellTrust SecureLine app creates a dual persona on the device by clearly separating work and personal mobile communications by issuing a separate Mobile Business Number (MBN). The MBN contains all business communications, allowing corporations to have access only to specific work-related data and not the employee’s personal data. This ultimately gives employees the freedom to have secure on–the-go business communications without compromising their personal information while allowing corporations to secure and maintain sensitive business data on a single device. The powerful app supports enterprise mobile communication, eDiscovery and compliance to give leading organizations a competitive advantage by balancing mobile productivity, risk and control.
Product distribution strategy: Direct to Business (B2B) and through our integrated ecosystem of partners including leading device, MDM, EEM, carriers, archivers and resellers to drive rapid growth and give customers the best mobility solution at the lowest total cost of ownership
Contacts:
Bus. Dev. & Sales: Brian Panicko, SVP Global Sales Strategy
Press: Kathy Kim, VP Marketing Strategy & Communications
How they describe themselves: Dynamics was founded and seeded in 2007 by Jeff Mullen, CEO and President. Dynamics produces and manufactures intelligent powered cards, such as advanced payment cards. Focused on introducing fast-cycle innovation to top card issuers, the company’s first commercial application is the world’s first fully card-programmable magnetic stripe for use in next generation payment cards.
How they describe their product/innovation: Dynamics produces and manufactures intelligent powered cards such as advanced payment cards. The company’s commercial applications are the world’s first fully card-programmable payment interfaces (stripe, EMV, NFC) for use in next-generation payment cards.
Contacts:
Bus. Dev.: [email protected]
Press: [email protected]
How they describe themselves: Dwolla allows anything connected to the Internet to move money quickly, safely, and at a cost as low as possible.
How they describe their product/innovation: In this demo, got an insider’s view into Dwolla’s real-time technology by witnessing some of the applications that have been built on the Dwolla platform. For example, Dwolla CEO, Ben Milne, will offer an overview of Dwolla’s unique approach to authentication and user discovery (through Dwolla’s Directory technology) and walk through how these two features are currently being integrated into one of the world’s largest financial institutions and a growing number of application partners. The live bank level tokenization model eliminates the threat of providing personal information (i.e. bank credentials or routing and account numbers) to a third-party or having to later tokenize the data downstream.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Press: Jordan Lampe, Director of Communications & Policy Affairs, [email protected]
Sales: Anne Driscoll, VP Marketing & Sales, [email protected]
How they describe themselves: DriveWealth’s vision is to be the global aggregator of retail investor accounts, offering partners and customers low cost access to the desired US equity markets over our full stack platform. Our brokerage as a service offering enables partners (foreign brokers, developers, and content providers) worldwide to easily integrate and offer US stocks, ADR’s and ETF’s. Our partners have several hundred million customers in the aggregate. DriveWealth has customers in over 135 countries since our commercial launch in August 2014.
How they describe their product/innovation: DriveWealth’s innovation is to offer “Brokerage as a Service.” By way of our full-technology stack and regulatory licenses, financial companies that currently offer investing in their local markets (i.e. India, China, Latin America, US) can now offer their clients the ability to trade US stocks in a low-cost, friction-free environment. We present to these partners embeddable HTML5 “widgets” for account opening, funding, compliance document upload and trading. Partners can use these multilingual plug/play widgets as well as industry standard APIs (RESTful and FIX) to easily add US stocks to their offering. We take care of all the “hard stuff” including trade execution, regulatory compliance, safety of funds, and clearing of trades.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev.: Michael Fitzgerald, Corporate Strategy, 973-816-2419
Press: Nicole Dugan, Strategic Marketing, 973-559-6754
Sales: Mark Smedley, Bus. Dev. & Partnerships, 973-532-5003
How they describe themselves: Dream Payments enables merchants to sell everywhere using mobile devices. Dream’s cloud based payment platform combined with its mobile point of sale device allows merchants to accept credit and debit cards, access rich analytics and reports, and provide digital receipts to customers. Dream’s solutions are secure, EMV compliant, and accept Contactless and CHIP payment cards.
How they describe their product/innovation: Dream’s cloud based payment platform combined with its mobile point of sale device allows merchants to accept credit and debit cards, access rich analytics and reports, and provide digital receipts to customers. Dream’s solutions are secure, EMV compliant, and accept Contactless and CHIP payment cards. The solution includes a free mobile app, payment terminal and a comprehensive web-based merchant portal enabling merchants to view their account profile and all transactions and manage settlements and debits. The mobile point of sale solution easily integrates with third party applications extending the breadth and depth of the solution and leverage existing technology investments.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev. & Sales: Christian Ali, VP Bus. Dev., [email protected], 416-454-0490
Press: [email protected], 416-816-5251
How they describe themselves: DRAFT is a mobile investment analysis tool. Our mission: give our customers a new, real world benchmark based on crowdsourced data. Our target is mass-affluent millennials: tech-savvy investors who own between $100,000 and $1M in investable assets and whom are ignored by most financial advisers. DRAFT was founded by Brad Lawler, a former financial adviser, and Jason St. Peter, a 13-year sale and marketing veteran of the tech industry. Their twin expertise combined with a team of talented developers ensures that DRAFT is the perfect tool for a new generation of self-empowered investors.
How they describe their product/innovation: Draft is a crowdsourced investment analysis tool that changes the way people view, think and act when it comes to their long-term investment strategy. DRAFT connects directly to a user’s various bank and investment accounts to show them how the performance, asset allocation, and annual fees of their portfolio compares to that of top performers in their category. Through a simple side-by-side comparison, the user can quickly find opportunities to fill allocation gaps and lower fees. DRAFT makes it easy for users to switch to a better long-term strategy through its strategic online investment partners.
Product distribution strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev.: Brad Lawler, President, [email protected] 773-727-5439
Press: Jennifer Gooding, Prime PR, [email protected]
Sales: Jason St. Peter, CEO, [email protected], 512-658-4758
How they describe themselves: DoubleNet Pay is named for, and founded on, the principle that bills should be paid and savings funded before discretionary spending. By making this good habit automatic, anyone can see what their disposable income for each pay period – their DoubleNet Pay – really is.
At DoubleNet Pay, we believe that everyone should have a clear understanding of how much they have to spend until the next payday. That’s why we designed and built our innovative service: to help people reduce or eliminate financial emergencies caused by unexpected bills and “too much month left at the end of the money.”
How they describe their product/innovation: DoubleNet Pay’s easy to use software automatically tracks employees’ bill amounts and due dates and seamlessly schedules payments around their paycheck cycles, leaving employees with an exact amount for discretionary spending – without the headaches or guesswork. It also automatically sets aside money for savings, helping employees prepare for unexpected expenses and budget for recurring needs. Plus, it takes the stress out of managing day-to-day finances and gives employees peace of mind that their bills are paid on time. The remaining pay will go where it has always gone before (bank account, pay card, or paper check) on time, directly from the employer.
Contacts:
Press: Robin Schoen, [email protected]
