How they describe themselves: FreeMonee is the world’s first national gift network – we connect millions of credit and debit cardholders from the world’s largest financial institutions with national and local merchants. The merchants offer FreeMonee gifts – monetary incentives – to individual cardholders through the financial institutions. FreeMonee gifts function like a gift card on an individual’s debit or credit card, allowing consumers to purchase anything they want with the designated merchant, with no strings attached. FreeMonee anonymously matches consumers to the gifts using their proprietary Adaptive Matching Technology that analyzes card transaction data to identify the highest value consumers for merchants.

How they describe their product/innovation: FreeMonee, the world’s first gift network, enables merchants to profitably attract new customers and financial institutions to generate incremental customer-friendly revenue.

Contacts:

Bus. Dev. & Sales: Mark Uiker, Head of Business Development, [email protected]
Press: Jennifer De Laura, Director, Allison & Partners for FMN, [email protected], 415-277-4937

How they describe themselves: GoalMine is the simplest way to invest for life goals. Users create personal investing plans and then put them into practice starting with as little as $25, all in a way that’s easy to understand and use. Friends and family can even chip in with GoalMine’s sharing and gifting features.

Contacts:

Bus. Dev.: Rimmy Malhotra, CEO, [email protected], 212-731-0830 x104
Press: Meredith Kelsey, Director of Public Relations, MPOWER Labs, [email protected], 202-758-0177

How they describe themselves: Gold Bullion International (GBI) created the first ever technology/operations platform that allows retail investors to buy, store and trade allocated physical precious metals online through their existing wealth management platform. GBI set a new trend in physical precious metals investing by launching the first ever electronic bullion trading platform that provides its clientele with seamless order entry and execution, effective logistics management, and world-class client service. The trading platform serves as a synthetic exchange offering investors competitive pricing, greater transparency and improved liquidity. GBI allows investors to purchase physical metals as easily as buying a stock or bond through their broker.

How they describe their product/innovation: GBI will demo its state of the art technology platform that delivers a comprehensive, efficient and secure way for investors to purchase and store physical precious metals. When a broker places an order through their existing order entry platform, GBI bids this order out to its extensive dealer network to provide the lowest available price in the market. The purchased metals are then transported from the dealer’s vault to a storage facility at the customers’ discretion. These metals are subsequently audited by a big 4 accounting firm on a quarterly basis. Clients will own the physical metal in an allocated private account, which is verified with holdings and reported on a daily basis. Investors also have the option to take physical delivery of their precious metal holdings at anytime.

Contacts:

Bus. Dev. & Sales: Sunil Annapareddy, VP Sales & Business Development, 646-822-1273
Press: Div Malik, Vice President, [email protected], 646-822-1306

How they describe themselves: HelloWallet is a provider of independent, technology-based wealth-boosting services to employees of Fortune 500 companies and other large institutions. We help our members confront a wide variety of financial challenges, including how to boost savings contributions and debt payments, set appropriate goals, and select the right savings vehicles suited to their needs. Over an average of 3 months, we have achieved take-up rates 5x those of existing financial advice providers, found an average of $1,200 in savings for our members, and increased net wealth by $2,135, an equivalent of a 3% raise.

How they describe their product/innovation: HelloWallet is demoing the artificial intelligence we’ve developed to proactively influence and improve our members’ financial behavior. Using multi-imputation simulation technology, a stochastic optimization model, and research-informed behavioral strategies, HelloWallet provides its members with individualized, practical guidance to drive up savings and reduce debt. We will also showcase our data visualization technology that enables members to view their entire financial future, including important milestones, net wealth at different life-stages, and the future values of all of their assets and liabilities.

Contacts:

Bus. Dev., Sales: Hall Kesmodel, Head of Business Development, [email protected], 202-558-4649
Press: Geraldine Le Roux, Marketing Manager, [email protected], 202-558-4354

How they describe themselves: The Hoyos Corporation was founded by Hector Hoyos and Dr. Keith Hanna, and is the world leader in iris identity solutions. Over the past five years, Hoyos has amassed a broad IP and patent portfolio by developing a revolutionary suite of hardware, software and services that utilize proprietary iris biometric technologies. The company has tested and deployed solutions across the identity protection, fraud prevention, personal privacy, financial services, border solutions and child protection sectors. The Hoyos Corporation has worked closely with leaders in the public and private sector by helping governments and businesses overcome the everyday challenges of identity management.

How they describe their product/innovation: EyeLock is the first and only personal, mobile identification management product and platform solution making use of iris biometrics. EyeLock is the most advanced, cost effective, efficient and scalable solution in the market. Just like a flash drive, EyeLock simply connects to a computer and scans the user’s iris in order to grant secure login. EyeLock provides the most reliable secure authentication on everyday activities, such as banking center access, online banking, online transactions, wire transfers, etc. By utilizing the individual’s iris instead of passwords and pin numbers, EyeLock will directly eradicate data privacy issues, identity theft, fraud, and even assist in counter terrorism efforts.

Contacts:

Bus. Dev., Sales: Jeff Carter, Chief Development Officer, [email protected], 212-753-2500
Press: Anthony Antolino, Chief Marketing Officer, [email protected], 917-566-8565

How they describe themselves: With offices in the U.S., Europe and Australia, eToro is set to change the way we trade and invest. With over 1.5 Million registered users from over 120 countries eToro is the largest investing network, confirming our vision that trading, as it is done today, is just too complicated. eToro simplifies the trading experience and offers fast and reliable market access to trade currencies, commodities and indices online. With the recent launch of its groundbreaking OpenBook platform, eToro is leading the new social trading revolution for a more transparent and community powered way of trading.

How they describe their product/innovation: eToro’s OpenBook is all about providing its traders with simple and innovative solutions to become better traders and to be more successful when trading the financial markets. eToro has launched today CopyTrade℠ and CopyTrader℠, which enable both novice and expert traders to quickly identify the most successful traders in the network and copy their actions with a simple click of a button. CopyTrade enables the automatic opening and closing of a single trade, whereas CopyTrader links the follower to every investment action of the copied trader. Now you don’t have to be an expert to trade like one.

Contacts:

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

How they describe themselves: eWise is a privately held technology company with offices in Denver, London, Shenzhen, and Sydney. The Company develops online payment, account aggregation, personal financial management, and eAuthentication solutions to financial institutions in Australia China, Europe, North America, and the United Kingdom.

eWise is well known for its role in establishing Online Banking ePayments (OBeP) networks around the world. In the U.S., eWise is the exclusive network provider for Secure Vault Payments, a trademarked offering of NACHA – The Electronic Payments Association.  In the UK, eWise is partnering with VocaLink to introduce a similar payments solution, eWise payo, using the recently introduced Faster Payments infrastructure.

How they describe their product/innovation: eWise payo allows consumers to make fast, simple, and safe online payments using their existing online bank account when shopping or paying bills online.

Consumers prefer eWise payo because, unlike many other payment mechanisms, eWise payo does not require them to enroll or register with any third-party payments entities.   By leveraging the security of online banking and the consumer’s comfort and knowledge of that bank-sponsored interface; eWise payo provides a payment option that is at once extremely user-friendly and completely secure.  Merchants benefit from improved sales conversion rates, near real time funding via Faster Payments, and fees typically lower than other payment options. eWise payo helps banks recapture revenue lost to alternative payment providers by keeping them in the payment chain while also encouraging consumer adoption of  online banking.

Contacts:

Bus. Dev.: John France, MD, European Payments Division, [email protected],
+44 20 7887 7653
Press: Patti Duncan, Director of Marketing, [email protected], 303-256-6276
Sales: Mark Matthews, Managing Director, [email protected], +44 20 7887 7652

How they describe themselves: Web 2.0 banking: FidorPay Account (innovative high value e-wallet) and Community (crowd sourcing).

How they describe their product/innovation: Bridging the world of “currencies” from gold over euros to virtual gaming currencies.

Contacts:

Bus. Dev.: Matthias Kröner, CEO, [email protected]
Press, Sales: Nick Riegger, Head of Communications & Sales, [email protected]

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 designed software to manage personal finances, that allows the advisor to offer client centric advice which supports all aspects of the financial advice process.

Figlo is able to serve clients globally. Partners are appointed in Europe, North America, India, South East Asia & the Pacific region and South Africa. Major financial corporations such as ING, ABN AMRO and various local organizations have been using the Figlo Platform for many years.

How they describe their product/innovation: As the financial world is changing from advisor based to more consumer self-directed advice, the financial industry needs more client centric financial solutions. Figlo’s role is to support, create and distribute software helping to deal with the changes in an efficient and compliant way.

Figlo Platform brings personal finance into a new perspective, based on four simple steps: Have, Want, Need and Do: Hawanedo. All products are based on this advice process. In contrast to existing, complex financial advice software, Figlo stands out in simplicity and accessibility without handing in on the quality of an in-depth financial advice. Figlo Platform offers a separate consumer login so clients can monitor their personal financial situation anytime, anywhere, on any device

Contacts:

Bus. Dev.: Albert van den Broek, Chief Executive Officer, [email protected]
Press, Sales: Ellen van Beek, Marketing Manager, [email protected]

How they describe themselves: Finantix supports the sales and advice processes of financial institutions. Retail banks, wealth managers, financial advisers and insurers use Finantix’s software to boost performance of client-facing employees. Our Web-based solutions support front-end processes and customer interactions relevant to both your individual and corporate clients. Advisers use Finantix apps built natively for tablets such as the iPad to make client meetings more engaging and collaborative. Finantix solutions are designed for multi-channel delivery and based on a robust and flexible technology stack. We operate worldwide and have clients in more than 20 countries.

How they describe their product/innovation:  Finantix Wealth Apps assist financial advisers in preparing for and conducting face-to-face client meetings. Despite huge investments in technology, most advisers still use paper as their main support tool in interactions with clients. Tablets have the simplicity and elegance of paper, but with appropriate apps, support rich communication, interactive dialogues and graphical illustrations, making the client’s experience more enjoyable. Finantix Wealth Apps cover three areas: prospect engagement, client onboarding, and management of clients and portfolios. Our clients believe that tablets will radically change advisory processes in both the high net worth and mass-affluent segments.

Contacts:

Bus. Dev., Press: Alessandro Tonchia, Director, [email protected]

How they describe themselves: FriendsClear is the first p2p lending site on the French territory. It’s partnering with Credit Agricole, the largest French retail bank, to offer loans completely in accordance with French regulation. FriendsClear VSB is our first product and is specifically targeted at entrepreneurs of Very Small Businesses, providing them a personal loan to develop their activity.

How they describe their product/innovation: We are presenting our new investor’s dashboard consisting of a graphical view of investors’ financial position (cash, loans, current engagements) to let them monitor their portfolio. It contains in particular our new GoF funtionality (Gauge of Future) an instant look at future positions representing expected liquidity, expected remaining engagements at any specified future point in time, to let investors easily track their strategy to meet different desired exit events.

We also introduce our new investor badge features, where investors collect badges based on their activity on the site and financing history. These badges will allow other investors to identify investors they want to partner with.

Contacts:

Bus. Dev.: Nicolas Guillaume, COO, [email protected]
Press: Catherine Wendell, Press Relation, catherine@ friendsclear.com
Sales: Jean-Christophe Capelli, CEO, [email protected]