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]
How they describe themselves: Utluna Solutions Ltd is a fintech company based in Switzerland. Utluna provides user-friendly, web-based solutions aiming to help active investors make smarter investment decisions, thanks to an innovative overview and contextualization of their portfolio.
How they describe their product/innovation: Utluna provides individual & professional investors with a real time, comprehensive overview of their complete portfolio, including both bankable and non-bankable assets. Sophisticated performance and risk analysis is delivered in an intuitive and user-friendly format. Additional multimedia portfolio monitoring tools help investors & traders make value-enhancing, coherent and compliant investment decisions. Social features allow for an interactive and enriching experience between investors and their advisors/mentors.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev. & Press: Laurent Bruchez, CEO, [email protected]
How they describe themselves: Headquartered in Budapest, W.UP was established in November 2014 by two seasoned fintech specialists, CEO Béla Bodnár and CSO Eszter Kolozsvári, then in 2018 having welcomed on board former investor and fintech heavyweight Balázs Vinnai. Since then, they have brought together close to 150 experts, most of whom hail from banking software development and finance. With our banking personalisation platform, we help banks unleash the power of real-time data to understand and serve their customers better.
How they describe their product/innovation: W.UP is an AI-powered banking personalisation platform that allows banks to understand and cater to customer needs in real time. It comes with pre-built use cases that are easy to set up and tailor to banking systems, processes and goals. During our demo, we would like to show how a customer-bank relationship can evolve. From the stage of providing financial insights to improving customer’s financial well-being, we will also demonstrate how we provide contextual offers and help achieve sustainable spending habits.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev.: Tamas Braun, Sales Director, [email protected], +44 78 7667 3883
Press: Zoltán László, Head of Marketing, [email protected], +36 70 415 2225
How they describe themselves: uqudo is an identity company, we provide solutions for governments, telcos and financial services.
How they describe their product/innovation: uqudo provides frictionless customer experience. Paperless/Formless on boarding to fully manage customer interactions. Our platform enable Telecoms and Financial services to instantly on board customers and manage the lifecycle for a friction engagement.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Mohamed Fagiri, CEO, [email protected] & Ammar Hamadien, COO, [email protected]
How they describe themselves: VeriPark is a global solutions provider enabling businesses to become digital leaders with its Intelligent Customer Experience suite. With its main offices located in the United States, United Kingdom, Europe, Asia, Africa and the Middle East, VeriPark is helping businesses to enhance their customer acquisition, retention and cross-sell capabilities by providing proven, secure and scalable Customer Relationship Management, Omni-Channel Delivery, Branch Automation, Loan Origination, Next Best Action (leveraging the power of Azure machine learning).
How they describe their product/innovation: Customer Insights is a cloud-based SaaS service which enables organizations of all size to bring together data from multiple sources and generates knowledge & insights to build a holistic 360°view of their customers.
Product distribution strategy: Direct to Consumer (B2C), through financial institutions
Contacts
Bus. Dev.: Ozkan Erener, CEO, [email protected]
Press: Catherine Vanmarsenille, Marketing Director, [email protected]
How they describe themselves: Upgrade Pack is the FinTech scaleup that’s helping banks, credit card issuers, and other FinTechs to innovate digitally, whilst retaining and acquiring their highest value customers, with its exclusive app for flight and hotel upgrades.
The company uniquely combines FinTech, Travel and Loyalty to provide a first-of-its-kind platform that drives increased customer loyalty, increased spend, and additional incremental revenue for its banking and card clients.
How they describe their product/innovation: The Upgrade Pack app is a unique platform that gives its users access to flight and hotel upgrade offers that aren’t available anywhere else.
Our technology connects airlines and hotels with available premium seats and rooms, with our high-net worth members who are looking to purchase an upgrade at a discount.
Delivered as an app, Upgrade Pack brings marketplace technology to banks and card issuers to provide them with a high value, lifestyle-enhancing benefit for their very best customers.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: David Addison, Head of Financial Services, [email protected], +44 (0)7904 450 762
Press: Louise Naqvi, Head of PR, [email protected], +44 (0)7394 345 189
How they describe themselves: UBDI allows individuals to securely aggregate millions of data points about themselves from their social, financial, wearable, entertainment, and health accounts and monetize aggregated, anonymized insights from that data in the $76 billion financial and market research industries. Companies can study their ideal audience by analyzing authenticated, structured data combined with tailored qualitative responses that participants provide in a fraction of the time of traditional online surveys — while maintaining user privacy and complying with GDPR.
How they describe their product/innovation: UBDI’s consumer and business applications are being launched at Finovate. UBDI will demonstrate how users are privately matched with studies based on verified data such as “female in 30s who spent more than $100 on coffee in last month and runs more than 8 miles weekly” – all without holding PII. We will show our distributed query architecture and edge processing and demonstrate powerful new research possibilities that result from rich data sourced directly from individuals.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev.: Dana Budzyn, CEO & Co-Founder, [email protected] & Scott Weinberg, Strategic Partnerships, [email protected]
Press: Dana Budzyn, CEO & Co-Founder, [email protected] & Shane Green, Co-Founder & Executive Chair, [email protected]
How they describe themselves: Utluna Solutions Ltd is a fintech company based in Switzerland. Utluna provides user-friendly, web-based solutions aiming to help active investors make smarter investment decisions, thanks to an innovative overview and contextualization of their portfolio.
How they describe their product/innovation: Utluna provides individual & professional investors with a real time, comprehensive overview of their complete portfolio, including both bankable and non-bankable assets. Sophisticated performance and risk analysis is delivered in an intuitive and user-friendly format. Additional multimedia portfolio monitoring tools help investors & traders make value-enhancing, coherent and compliant investment decisions. Social features allow for an interactive and enriching experience between investors and their advisors/mentors.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev. & Press: Laurent Bruchez, CEO, [email protected]
How they describe themselves: ValidiFI redefines how financial service businesses measure risk and process payments. We are powering decisions and payments with proprietary data, technologies and customized strategies, to increase lift, reduce risk, and facilitate payments. Our proprietary technology combines machine learning algorithms, live payment instrument data, processing history, income verification and other real-time data to help financial institutions make smarter credit and payment decisions.
How they describe their product/innovation: We have built the most powerful pre-processing tool for financial institutions and merchants, the Payment Risk Optimizer (PRO). The PRO is a platform as a service (PaaS) that scrubs payment files for ACH and card payments, using proprietary payment instrument data services to assess the likelihood of a successful payment. Whether scheduling recurring payments for your customers, creating a subscription service, an on-demand marketplace, retail store, or gateway, PRO’s simple APIs and unmatched functionality help you validate funds availability before pro
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Brian Ostrow, Director of Bus. Dev., [email protected], 754-209-2509
Press: Tara Kumar, Marketing Manager, [email protected], 754-409-2507
How they describe themselves: We are a global company focused on driving digital transformation for the financial services industry through our Low-code platform.
We provide organizations with the resources they need to innovate their digital capabilities. We can integrate emerging technology into legacy systems, safely and securely improving deployment times and delivery costs.
Clients can execute in months what often takes years. A project that take upwards of twenty-four months can be created with VeriTran in just six.
How they describe their product/innovation: VeriTran’s Low-Code Platform streamlines the creation, development and roll-out of digital business applications in record time with a visual and intuitive model and drag-and-drop interface. Creating an app with the Low-Code Platform is quick and simple and does not require any technical expertise in programming, security, graphic design, or user experience to put world-class apps at an end user’s fingertips.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Omar Arab, VP Corporate Bus. Dev., 646-241-5388 & Greynier Fuentes, Solutions Manager, 646-241-6423
Press: Valeria Saurina, [email protected]
How they describe themselves: Wallit is transforming the banking experience by making it easy for consumers to manage money and earn cash rewards for their everyday saving and spending through a single app. The company partners with leading banks and credit unions to offer moment-based rewards, such as completing savings goals or items on a to-do list. Headquartered in Portland, Maine with offices in Boston, Wallit is backed by Boston-based VC firms and angel investors with participation from Maine Technology Institute.
How they describe their product/innovation: As a mobile marketing platform for banks and credit unions, Wallit enables them to offer families with teens a free savings and rewards app that allows consumers to discover products, interact with brands and earn real cash rewards for saving and spending. The first platform of its kind, Wallit is transforming the way banks and brand marketers engage with consumers. Unlike other apps, Wallit gives consumers exactly what they want – real cash rewards for real achievement, instead of credits or points.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Mike Vien, CEO & Co-Founder, [email protected], 617-224-6168
Press: Brooks Wallace, Hollywood Agency, [email protected], 617-688-7200
How they describe themselves: WealthConductor LLC helps financial advisors deliver the exceptional retirement experiences that their clients want and need. With our technology and support, financial advisors can become experts at retirement income generation for their clients, all while scalably growing their practice and increasing valuation for a future transition. Our co-founders’ bring deep backgrounds in financial planning, retirement income, business development, and technology that allow us to serve the needs of both the advisor and their clients.
How they describe their product/innovation: IncomeConductor is a web-based software for financial advisors to create, track, and manage time-segmented retirement income plans for their clients. We help advisors become efficient experts in retirement income distribution so they can capture and retain baby boomer clients as the greatest transition in history from saving to spending occurs. The system includes comprehensive income plan design, client account aggregation, plan-to-actual tracking analytics, automated de-risking alerts, and more.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Sheryl O’Connor, CEO, [email protected], 860-969-3672
