How they describe themselves: BizEquity is the global leader in business valuation and is the inventor of the “Valuation as a Service “or “VaaS” online business valuation cloud. BizEquity enables business owners and the financial advisors that serve them a cost effective and real-time online service to discover a businesses value. BizEquity has democratized the $7.B business valuation market by putting it online.

How they describe their product/innovation:
1. Dynamic Real-Time Valuation Monitoring Service
2. “Biz-Estimate” Online Pre Value figure on over 27.4M companies
3. Intelligent Advisor online advice and alert feature through the patented 7 step online process
4. Valuation Management Dashboard with infographic-like view on your company’s performance

Product distribution strategy: Direct to Businesses Owners via BizEquity.com, indirect through select channel partnership and private label relationships

Contacts:

Bus. Dev.: Michael M. Carter, CEO, [email protected], 415-341-2728
Press: JJ Lin, Marketing Manager, [email protected]

How they describe themselves: Artivest is an online investing platform that provides a curated investment experience that includes expert insights and exclusive access to exceptional investing opportunities. Our members are able to discover, evaluate, and participate in investment options that wouldn’t be open to them otherwise. Our platform reduces the time and complexities involved with researching new investment opportunities, helps members evaluate those opportunities against their individual investment preferences, and gives them priority access to the investments that are right for them. For more information, visit www.artivest.co.

How they describe their product/innovation: Artivest’s platform streamlines the process of investing in a private investment fund. Our online platform features a series of Artivest Access funds, which allow our members to invest in leading private funds with low minimums and transparent, reasonable fees.

The Artivest team conducts extensive selection and due diligence processes, presenting only those funds that we believe to be truly exceptional. While the traditional process for investing in a private fund required days of travel and mountains of documents, the Artivest platform allows investors to access, evaluate, and invest in a fund entirely online.

Once an investor has decided to commit to a particular fund, our online investment flow guides them through a seamless submission process. What’s more, we help fund managers engage more efficiently and effectively with sophisticated investors in our online community.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B)

Contacts:

Bus. Dev., Press & Sales: David Levine, CIO, [email protected]

How they describe themselves: Avoka specializes in SmartForm & Transaction Management (SFTM). Avoka’s SFTM Products are used by the world’s largest Organizations to transform their business-critical Data Collection Applications & Forms into easier-to-use, fast-&-agile-to-maintain, mobile-optimized and multichannel-ready Digital SmartForms, without having to spend time and money on custom coding. Avoka powers more than 16,000 Digital SmartForms for Banking, Insurance, Healthcare, Construction, Energy, Mining, Education Companies & Government Organizations worldwide, capturing and delivering over 100 million business-critical customer transactions each year into back-office ERP, BPM, ECM & CRM systems.

How they describe their product/innovation: Avoka TransactWeb™ is the Customer Transaction Experience Game Changer. As the leading Multi-Channel Data Collection SmartForm & Transaction Management System, it transforms mobile-unfriendly, painful-to-fill-in, hard-to-maintain, slow-&-dirty-data, channel-constrained Paper, PDF, or Web Forms (such as account opening & loan applications, permits & licenses, student enrollment, and insurance claims) into mobile-optimized, easy-&-intuitive-to-fill-in, fast-&-agile-to-maintain, high-quality-data Multi-Channel SmartForms for a seamless multi-channel customer transaction experience.

Product Distribution Strategy: Direct to Business (B2B), through other fintech companies and platforms

Contacts:

Bus. Dev.: Philip Copeland, CEO, [email protected], 720-924-8594
Press: Kerry Allen, Senior Manager of Global Media Relations, [email protected], 805-895-9491
Sales: Dermot O’Doherty, VP Sales, [email protected], 720-469-1977

How they describe themselves: BodeTree empowers small business owners and their banking partners with the right information at the right time to make the right decisions and achieve their goals.

How they describe their product/innovation: BodeTree is a very powerful two-sided platform that serves small businesses and their banking partners. On one side, the system enables small business owners to better manage their businesses and access the capital they need. On the other side, it enables financial institutions to deliver a substantially improved customer experience and get the requisite (and reliable) data they need to profitably serve the small business segment.

Product Distribution Strategy: Direct to Business (B2B), through financial institutions

Contacts:

Bus. Dev. & Sales: JT Archer, COO, [email protected], 303-835-0027
Press: Christopher Myers, CEO & Co-Founder, [email protected]

How they describe themselves: ChiaraMail offers the first technology to protect all your financial services customers from becoming victims of email address spoofing, while providing them and your business with easy-to-implement and unprecedented in-transit email privacy without the use of encryption.

ChiaraMail technology detects spoofed email messages sent to your customers’ devices and prevents them from appearing as if they came from your company, thereby assuring your customers that a message that claims to be from you is actually from you.

Reduce identity theft and increase revenue and trust with a more direct and secure connection to your banking customer using ChiaraMail.

How they describe their product/innovation: ChiaraMail fully secures email, virtually eliminating identity theft through spoofing. ChiaraMail’s patented and award-winning Envelope-Content Splitting™ (ECS) technology authenticates both the email sender and recipient(s) as well as ensures that no one except the intended recipients(s) can access the content, all without having to use encryption.

ECS-enabled mail applications also gain significant and unique functionality. The applications allow changes to the email after it has been sent, virtually unlimited sizes of attachments, inline video, and greater mail network efficiency for enterprises.

Financial services businesses can have highly secure communications with their customers without threat of spoofing or the hassle of encryption.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, through enterprise licenses

Contacts:

Bus. Dev., Press & Sales: David Head, CMO, [email protected], 408-242-5697

How they describe themselves: Coinbase is the largest bitcoin platform for merchant payment processing and consumer wallets. We allow merchants to accept bitcoin payments safely and securely without exposure to price volatility.

How they describe their product/innovation: Our instant-exchange feature offers bitcoin payments to merchants with zero exchange rate risk. As a merchant receives bitcoin payments throughout the day, they can instantly sell these bitcoins to Coinbase at a market exchange rate that was locked-in at the time of the customer’s purchase. At the end of each day, Coinbase will clear the USD sum total of all sales via ACH transfer. The merchant is therefore not exposed to bitcoin exchange rate volatility and will receive a dollar value, less our 1% exchange fee, that corresponds to the USD sale price of items purchased by bitcoin-paying customers.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through partnerships

Contacts:

Bus. Dev.: Roger Gu, [email protected] & Nahid Samsami, [email protected]

How they describe themselves: The CREALOGIX Group is a leading independent software house in Europe and the Swiss market leader for Digital Banking. CREALOGIX has created an innovative and comprehensive product suite for the digital bank of tomorrow. Its focus is on changing customer needs for mobility, security, personalised advice, and a comprehensive user experience. CREALOGIX has been specialising in the development and implementation of integrated online banking solutions for national and international financial institutions for more than 15 years. The shares of CREALOGIX Holding AG (CLXN) are traded on the SIX Swiss Exchange.

How they describe their product/innovation: CREALOGIX has seamlessly integrated an e-learning management system into its online banking suite. The short interactive e-learning units are directly integrated into the transactions of online banking customers with the aim of combining regulatory compliance with the effortless development and enhancement of the financial expertise of customers in a unique manner by combining gamification and contextual compliance. This creates a win-win situation for the bank and its customers. As a leading provider of comprehensive and advanced online banking and e-learning platforms, CREALOGIX is able to offer a unique and unprecedented degree of integration depth of the two areas separated until now.

Product Distribution Strategy: Direct to Business (B2B), licensed

Contacts:

Press: Roland Schneider, Head of Corporate Communications, [email protected]
Sales: Geraldine Critchley, Head of Product Marketing, [email protected]

How they describe themselves: Our specialized sales and marketing systems help lenders maximize the value and profitability of existing customer relationships. Our cplXpress product suite is integrated with leading online and mobile banking platforms, and additional strategic partnerships allow us to offer turn-key access to a powerful, omnichannel consumer lending strategy that we call Comprehensive Prescreened Lending (CPL). CPL Strategy has proven to cut costs, increase sales volume, and enhance customer experience and satisfaction. These pioneering technologies are at the forefront of the transition to a new era of data-driven, on-demand lending and borrowing.

How they describe their product/innovation: Our cplXpress product suite allows lending institutions to empower their customers with perpetual loan approval status across multiple consumer lending product lines. The solution grants customers ongoing insight into their personal buying power, with the ability to review and instantly accept preapproved loan offers at every touchpoint. No loan application is necessary. Our advanced risk-based assessment and pricing engine generates a highly personalized and targeted menu of offers based on each individual’s unique financial situation and profile. Offers are communicated within the client institution’s online, mobile, branch, call center, direct mail, and email channels. We are demoing a selection of online banking and mobile user interfaces.

Product Distribution Strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed

Contacts:

Bus. Dev., Press & Sales: Dave Buerger, President & Co-Founder, [email protected],
877-509-2089 x101

How they describe themselves: At D3 Banking, we believe that technology is supposed to make things easier, not harder. Our team includes industry veterans who have built their careers around helping financial institutions innovate and adapt to the increasing demands of the customer. Our D3 Banking solutions are designed for organizations wanting to deliver a comprehensive set of digital financial services to individuals and small businesses. D3 Banking replaces disparate, bolt on, legacy systems with a modern technology stack and a proven data analytics engine that allows financial institutions to deliver personalized products and services – anytime, anywhere, on any device – to their customers.

How they describe their product/innovation: D3 Banking reduces cost and complexity for financial institutions providing a comprehensive set of digital banking services from a single-code base that can be accessed via laptop, smartphone or tablet. Our responsive web design frees FIs from the overhead associated with maintaining multiple applications for a variety of devices, screen sizes and operating systems. D3 Banking provides the customer with a simple, intuitive interface for all types of money movement and provides the FI with least cost routing options. Our integrated financial management tools automatically categorize transactions to create customizable budgets for customers, and our powerful data analytics engine helps FIs identify new revenue opportunities.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev., Press & Sales: Michael Carter, CMO, [email protected], 402-905-9930

How they describe themselves: Dealstruck is a web-based peer-to-peer lending (P2P) company that offers a suite of financing products to small business borrowers that are designed to progressively graduate them toward conventional financing. This user-friendly platform serves (1) businesses that are not eligible for bank financing and limited to costly non-bank options, and (2) institutional and high-net-worth investors seeking to capture yield by investing in the small business loan asset class.

How they describe their product/innovation: Historically, Dealstruck has offered an online matching service for individual lenders and a pooled investment vehicle for institutional investors. This has limited institutional investors to only one aggregate investment option. At Finovate, Dealstruck is announcing an online investor API specifically catered to the institutional investor, allowing them to access all data for individual borrowers and to tailor investment decision-making criteria for whole loan and fractional loan investment flexibility.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts:

Bus. Dev., Press & Sales: Ethan Senturia, CEO, [email protected], 619-743-5310

How they describe themselves: defi SOLUTIONS provides an innovative Loan Origination Solution (LOS) that fuels auto lenders with the ability to increase applications and funding by leveraging defi SOLUTIONS’ technology to compete and grow.

defi SOLUTIONS’ industry leading, browser-based LOS is completely configurable and easy to implement. Auto lenders can manage the application from a single, flexible SaaS platform and it is affordable, scalable, and easily accessible from mobile devices.

Current clients process between 10,000 to 30,000 applications per month and fund between 500 and 1,500 deals per month. defi SOLUTIONS’ client base includes sub-prime finance companies, captives, start-up lenders, and established auto-finance companies.

How they describe their product/innovation: defi SOLUTIONS is taking auto lending to the next level with the industry’s first fully configurable LOS that can launch within days, not months.  defi SOLUTIONS has introduced an intuitive, web-based system that provides lenders the ability to choose the functionality that is right for their company without costly development time.  Lenders are able to instantly make changes to the defi system to meet changing market demands.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev. & Sales: Stephanie Alsbrooks, CEO & Founder, [email protected],
817-657-6357
Press: Kristin Herring, Marketing Director, [email protected], 214-673-6364

How they describe themselves: Digital Insight is driving industry-leading innovations for its clients and end users across online and mobile banking solutions. Our proven banking innovations give financial institutions the flexibility and control to engage more, increase retention, and cross- sell effectively. Digital Insight was acquired by NCR (NYSE: NCR) in January 2014.

How they describe their product/innovation: Digital Insight is demoing Promotion Suite for mobile, an enhancement to Digital Insight’s current Promotion Suite that brings personalized, relevant cross-sell offers from financial institutions to their customers. The new Promotion Suite for mobile extends financial institutions’ ability to create, manage, distribute, and measure targeted cross-sell campaigns that reach the right customers online or on their mobile device with the right products at the moment of truth. Extending Promotion Suite to the mobile channel greatly improves offer relevancy to deliver targeted offers anywhere, anytime, and on any device.

Product Distribution Strategy: Through financial institutions

Contacts:

Bus. Dev.: Kimberly Prieto, Group Manager, Bus. Dev., [email protected]
Press: Heather Almand, Communications Manager, [email protected]
Sales: Bill Hampton, VP Sales, [email protected]