How they describe themselves: Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients. Customers will benefit from Dragon Wealth’s technology that provides at-a-glance insight on clients’ investment behavior, peer group comparisons, and expert information and allows them to give educated and transparent advice tailored to their clients’ investment needs. Formed in 2013, Dragon Wealth is headquartered in Singapore and made up of a team of technology experts with deep experience in developing solutions for wealth management organizations.

How they describe their product/innovation: Dragon Wealth SMAC app is a solution that enables wealth management advisors to make smarter, well-informed recommendations to their high net-worth clients. The solution takes advantage of the cloud to analyse big data and select social media via a social mobile analytics platform to deliver a customised dashboard via a tablet application. Wealth management advisors and their clients will have transparent access to at-a-glance information on their investment behavior, peer group comparisons, and expert reports to make informed decisions on investments. Financial institutions get to easily customise the platform to suit their unique needs and requirements.

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

Contacts:

Bus. Dev. & Sales: Bert-Jan van Essen, Co-Founder & MD, [email protected], +65 8188 6930
Press: Amanda Koh, Senior Manager, Edelman PR, [email protected],
+65 6494 1577

How they describe themselves: Akimbo Financial provides turnkey, white-label, prepaid card programs and develops custom web and mobile solutions for banks, credit unions and other business. Prepaid cards are the fastest growing payment method in the US and have a wide range of applications including corporate expense cards, payroll cards, and an alternative to checking accounts and debit cards. Akimbo is an Independent Sales Organization (“ISO”) pursuant to an agreement with The Bancorp Bank, Member FDIC, and operates the Akimbo Visa Prepaid Card.

How they describe their product/innovation: Akimbo is reinventing the allowance with a card that delivers money anytime, anywhere. Akimbo offers free and instant money sharing, and each Akimbo member can create up to 5 sub-cards for kids, students, friends, staff or anyone. Cardholders can link bank accounts and set up automatic allowances to sub-cards or any other Akimbo member. The Akimbo Card provides immediate access to sent funds everywhere Visa debit is accepted and at ATMs. Cardholders can access and manage their account and sub-cards from any mobile, tablet, or desktop device using our HTML5, adaptive-display web app, or native iPhone app.

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

Contacts:

Bus. Dev. & Sales: Houston Frost, President & CEO, [email protected],
210-526-0155 x11
David Cantu, Bus. Dev., [email protected], 210-526-0155 x17
Meghan Oswald, Bus. Dev., [email protected], 210-526-0155 x0
Press: Vilmar Morgan, VP Marketing & Design, [email protected], 210-526-0155 x14
Social Radius, [email protected]

How they describe themselves: Apprenda is the leading Enterprise Platform as a Service (PaaS) product powering the next generation of software defined enterprises. As a foundational software layer and application run-time environment, Apprenda abstracts away the complexities of building and delivering modern software applications, enabling organization to turn their ideas into innovations faster. By decoupling applications from infrastructure and developers from IT, Apprenda empowers organizations to achieve significant cost savings and massive productivity improvements that result in better business/IT alignment. With Apprenda, modern software development and delivery becomes frictionless and IT delivers more value to the business by operating like a world-class service provider.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Garry Olah, VP Bus. Dev., [email protected], 561-843-0124
Press: Rod McLeod, Bateman Group, [email protected], (o) 415-697-2567,
(m) 415-963-2029
Sales: Kerry Ancheta, VP Sales, [email protected], 646-875-8844

How they describe themselves: As our tagline states, authenticID is “True Identity Made Simple.” Our solutions work worldwide – and our pictureID solution is 100% accurate – a claim no other identity proofing solution can make. Traditional identity proofing companies’ solutions leave holes that allow ID fraudsters to easily penetrate their defenses, as reflected by the skyrocketing increase in new account and account takeover fraud in 2012. authenticID takes a novel approach by creating highly innovative solutions that are immune to commonly deployed fraud schemes.

How they describe their product/innovation: authenticID’s identity authentication solution, pictureID, annihilates ID fraud. It is the only system that’s invulnerable to fraud schemes. Our unique agreements allow pictureID to connect directly with document issuers in the US and Canada. This allows companies to go directly to the source for identity authentication. Unlike current identity proofing providers – we don’t “guess.” We provide absolute confirmation since document issuers records are unique to every citizen. There’s no way to trick pictureID – it returns a picture of the real consumer on file with the document issuer – with 100% accuracy.

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

Contacts:

Bus. Dev.: Andrew Patrick, VP Bus. Dev., [email protected], 855-825-4343 x103
Press: Ria Romano, CEO RPR Public Relations
Sales: Courtney Lee, Sales Director, [email protected], 855-825-4343 x105

How they describe themselves: Backbase is a software company specializing in Bank 2.0 Portal Software. The Backbase Bank 2.0 Portal empowers financials to create a new customer experience layer that streamlines their online customer interactions across multiple devices (e.g. desktops, tablets, and smartphones). Within the Backbase Bank 2.0 Portal, you can unify content, data, and functionality from the underlying back-end systems into a seamless customer journey and target relevant information to your customers based on their preferences and behavior. Unlike traditional IT vendors, Backbase has created a business-driven portal solution that makes portal management easy for e-business professionals. This means direct control and digital marketing capabilities.

How they describe their product/innovation: We launched Backbase for Commercial Banking. Think PFM for Corporates and UX for the CFOs. Backbase is offering the latest best practices in UX design and cross device customer journeys. The goal of the Commercial Banking Edition is to drastically bring down time-to-market for online and mobile banking projects. The Commercial Banking Edition comes pre-optimized for use on regular browsers, tablets, and smartphones and is completely manageable by the banks’ digital team. Backbase for Commercial Banking is seamlessly integrated with the Backbase App Center, offering apps such as:

• Cash Management Dashboards
• Invoicing
• Entitlement and workflow
• Financing
• FX Trading
• Multi-currency ready

Product Distribution Strategy: Through financial institutions & licensed

Contacts:

Press: Jelmer de Jong, Global Head of Marketing, [email protected], +31 6 230 260 12
Sales: Dave den Bleyker, VP Sales, [email protected], +1 732 233 0388

How they describe themselves: BehavioSec Inc. (Swedish Reg. Behaviometrics AB) is a Swedish award winning company that was selected as part of “Cool Vendors in Security: Identity and Access Management, 2012” for their patented Continuous Authentication & Verification technology.

The company focuses on innovation in behavioral biometrics, is commercializing research from Luleå University of Technology, and counts DARPA and leading international financial institutions among our clients.

The organizations supporting the development of BehavioSec are Conor Venture Partners and Partner Invest Norr with their 2011 investment combined with seed capital funding from Innovationsbron, Lunova, and PNF venture capital.

How they describe their product/innovation: Spotting the gap between user-friendly adaptive user authentication via risk based authentication, or behaviour biometrics, and the reality of legacy systems at our current customers.

BehavioSec extended its award winning BehavioWeb and BehavioMobile solutions to offer policy based behaviour authentication actions.

This allows the web fraud detection system to define cause and effect authentication, removing the burden of troublesome security from the end user.

Product Distribution Strategy: Through financial institutions, through other fintech companies and platforms, & licensed

Contacts:

Bus. Dev. & Sales: Hans Bergman, [email protected]
Press: Olov Renberg, [email protected]

How they describe themselves: Biometric Signature ID (BSI) is a patented, 3rd party validated at 99.97% accuracy, software-only gesture biometric for online ID verification with 1M uses and 98% +ve user experience rating.  The next evolution in easy to use, highly secure password security.

How they describe their product/innovation: BioSig-ID complies with the new gold standard – multi factor authentication. BioSig-ID requires NO additional hardware, and measures the unique biometric patterns of a user as they “draw” their password to log in. A user is authenticated against a stored pattern from enrollment and after identity is confirmed, access to the device, files, or accounts is granted.

Product Distribution Strategy: Direct to Business (B2B) & through distribution partners

Contacts:

Bus. Dev. & Press: Jeff Maynard, CEO & President, (o) 972-436-6862, (m) 214-244-7679
Sales: Lauren Vaughan, Account Director, [email protected], 972-436-6862
Cindy Maynard, VP Marketing & Sales, [email protected], 214-663-0080

How they describe themselves: BizEquity is the creator of the “Valuation-as-a-Service” or VaaS™ business valuation cloud for all private companies and their financial advisors.  The BizEquity system generates a full 17 page customized Business Valuation and Performance report in real-time for 1/30th the cost of offline methods. The BizEquity Business Report provides essential business valuation figures as well as industrial comparison of 40 key performance metrics across 17M active businesses.  BizEquity has democratized the business valuation market.

How they describe their product/innovation: There are more than 28M business owners in the US – 75% don’t know what they are worth and 50% are under-insured. The market for business valuation is a $2.8B dollar market, with 99.7% being conducted offline at $8,000 per report and taking up to 6 weeks.  BizEquity has revolutionized the market by putting it online helping to enable more businesses to discover-manage-and optimize their value. BizEquity helps every financial institution help business owners better understand their value and what they can do to better protect themselves.

Product Distribution Strategy: Direct to Businesses online at BizEquity.com and indirect via the channel and private label agreements with leading financial and data institutions.

Contacts:

Bus. Dev., Press, & Sales: Michael M. Carter, CEO & Founder, 415-341-2728

How they describe themselves: Capital Access Network (CAN) is the largest and most experienced small business finance specialist for small businesses. CAN’s technology-based Daily Remittance Platform™ and proprietary risk models enable it to quickly evaluate businesses based upon their actual, recent performance, resulting in increased access to capital. Through its subsidiaries, NewLogic Business Loans and AdvanceMe, CAN has given small businesses access to more than $3B in working capital over the past 15 years. (All business loans obtained through NewLogic are made by WebBank, a Utah-chartered Industrial Bank, Member FDIC.)

How they describe their product/innovation: Mobile Funder is a tablet-based tool enabling time-starved, “on the move” financial sales/ISO representatives selling alternative capital to small businesses with the ability to complete their sales process in one visit.  Mobile Funder empowers reps to securely pre-qualify prospects, authorize credit checks, propose multiple finance options and submit applications in minutes, eliminating paper applications and the need for multiple visits. The result: This all-in-one tool gives small business finance reps the power to close more deals and deliver capital faster.

Contacts:

Bus. Dev. & Sales: Joe Valeo, [email protected], 877-500-8282 x123
Press: Allison+Partners for Capital Access Network, [email protected], 646-428-0618

How they describe themselves: Cardlytics, the leader in Card-Linked Marketing, provides businesses – for the first time – with a timely and complete view of consumer purchase behavior. The company has unmatched, exclusive access to current and historical purchase behavior for ~70% of US households, capturing spending across all stores and categories. The advertising platform is built upon information provided securely by its premier network of nearly 400 financial institution partners, including Bank of America, PNC, and Regions Bank. Cardlytics can finally answer the question: what share of your customer’s wallet do you capture?

How they describe their product/innovation: Cardlytics will demonstrate our new geo-locator technology that empowers our partner banks’ customers to receive ads and offers based on their recent purchase behavior, no matter where they are in the US.

Product Distribution Strategy: Through financial institutions

Contacts:

Bus. Dev.: Julio Farach, Chief of Staff, [email protected]
Press: Kasey Byrne, SVP Marketing, [email protected]
Sales: John Brown, EVP Financial Institutions, [email protected]

How they describe themselves: CoverHound provides consumers with a smarter way to buy and manage insurance online. We help people easily compare rates from numerous insurance carriers and then purchase an insurance policy within minutes. CoverHound is a nationwide, online insurance agency that includes top insurance carriers on its platform such as Progressive, Safeco, Travelers, as well as many others. Our team has deep insurance experience and includes veterans from companies like State Farm, 21st Century, Farmers, Kemper, LendingTree, and Insweb. A Winter 2011 AngelPad graduate, CoverHound’s investors include RRE Ventures, Bullpen Capital, and Blumberg Capital.

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

How they describe themselves: CR2 is the innovative provider of self-service banking solutions, providing robust and highly flexible ATM, Internet, and Mobile channels.

CR2 helps banks meet their business challenges by reducing operational costs, generating new revenue, and improving customer satisfaction through best-in-class technology.

CR2’s BankWorld lets banks actively manage all electronic channels from a single platform. BankWorld enables banks to design and deliver a personalised offering to the right customer at the right time and right channel.

How they describe their product/innovation: Although mobile and internet channels have evolved, the ATM has been subject to little change. CR2 brings an innovative perspective to the ATM channel through a never seen before touch screen interface inspired by kiosk and mobile practices. With CR2’s BankWorld, ATMs become interactive, promote cross-selling, and provide a unique tailored customer experience. ATM screens are designed with functionality as simple to use as PowerPoint. Screen space is maximised with features such as bubble button styles to highlight services and facilitate ease of use. Additionally, BankWorld provides a meaningful source of revenues for banks.

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

Contacts:

Bus. Dev. & Sales:  Kieran Kilcullen, CCO, [email protected]
Press: Nadia Benaissa, Marketing Manager, [email protected]