How they describe themselves: Horizn is the #1 digital growth company working exclusively with financial institutions. Horizn helps banks and credit unions increase the number of fully digital customers, drive mass adoption of new platforms and digital capabilities, as well as reduces the cost to serve digital customers.

Horizn works with over 40 financial institutions globally, including some of the largest financial institutions like Wells Fargo and RBC, super regional banks like M&T, and community sized banks like Liberty Bank.

How they describe their product/innovation: Self-Serve Customer Hub: Designed to ensure bank customers can self-learn and have the confidence and know-how to accelerate usage of all digital banking capabilities.

Assisted-Serve for Contact Center and Branch: Making sure the frontline have the right materials right at their fingertips in the moment of need when they’re talking to the customer.

Employee Platform: An interactive gamified Employee Digital Learn designed to rapidly increase digital fluency amongst all employees.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Contacts:

Bus. Dev.: Steve Frook (CRO), [email protected]
Press: Janice Diner (CEO), [email protected]

How they describe themselves: Glean AI is a spend management solution designed to help small & mid size businesses pay their vendors the right amounts at the right times while getting business insights into potential savings.

How they describe their product/innovation: The offering is a strategic Accounts Payable (AP) platform that helps companies save money through powerful automation and deep insights. We’ll demo:

• Spend insights that help organizations understand expense trends, purchasing behavior, and opportunity for savings
• Powerful automation capabilities that allow companies to pay invoices faster and eliminate manual data entry

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Howard Katzenberg, [email protected]
Press: Anand Bala (Head of Marketing), [email protected]

How they describe themselves: Energy Shares is a FINRA registered broker-dealer and equity crowdfunding platform for utility scale renewable energy projects in the U.S.

How they describe their product/innovation: Energy Shares expands access to renewable energy investment opportunities previously only available to institutional, corporate and a limited number of retail investors. The platform is a centralized place where investors and project developers can connect in order to fund projects and accelerate the adoption of renewable energy.

Product distribution strategy: Direct to Consumer (B2C)

Contacts:

Bus. Dev.: Mark Kapczynski (CMO), [email protected], 310-980-6541
Press: Chloe Breau (Social Media & Community Manager), [email protected], 913-617-0341, Kirstin Robison (PR Manager at PitchPR), [email protected], 480-363-5371

How they describe themselves: Gridspace is a voice technology and artificial intelligence software company. The company’s software makes conversational care readily available by providing superior machine talent to patients, customers and businesses. Formed as a collaboration with the lab behind Siri and Nuance, Gridspace designs, builds and operates every software component in its full-stack conversational cloud offering. Gridspace is HITRUST and PCI certified and automates calls for leading healthcare and financial services companies.

How they describe their product/innovation: Gridspace is known for providing outstanding, natural-sounding virtual agents and voice observability software to contact centers. The company is a true, full-stack provider of conversational AI – building and integrating its own enterprise-grade softswitch, real-time conversational ASR, semantic search engine, neural TTS, dialog management system, authoring interface, management dashboards and analytics modules. This year, Gridspace is debuting Gridspace Monophone, a fully integrated AI contact center for conversational businesses.

Product distribution strategy: Direct to Business (B2B), Licensed

Contacts:

Bus. Dev.: Michael Thornton, [email protected]
Press: Saul Hudson, [email protected]

How they describe themselves: Finotta helps banks and credit unions personalize their mobile banking experience to generate new revenue streams, increase user engagement, and combat larger financial institutions. Finotta empowers financial organizations to deliver to customers and members the right experience, service, or product at the right time with personalized financial guidance, including a gamified Financial Health Level that improves their financial wellness.

How they describe their product/innovation: Finotta’s Personified platform is a combination of products that help financial institutions better meet the needs of their customers directly in their mobile banking application through personalized financial guidance. By combining the importance of financial wellness with the fun of gamification, customers have an exciting, interactive and engaging way to improve their financial health regardless of what journey they might be on.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Contacts:

Bus. Dev.: Cory Miller (Head of Sales, Finotta), [email protected], 847-571-0886
Press: Mary York (CEO, York Public Relations), [email protected], 706-280-9267

How they describe themselves: FinGoal is an insights platform that sits atop digital banking and personal financial data. We use that data to better understand users and provide actionable insights.

Features of our Insights Platform:

• Clean & Complete Data – A comprehensive dataset of your users’ accounts, enriched and deeply categorized.
• Analytics – ​​Users vote with their wallets and FinGoal analyzes transaction data to derive your users’ values, behaviors and intents.
• Actionable Insights – We use those rich profiles to develop actionable insights on behalf of our customers.

How they describe their product/innovation: Our Aggregator SwitchKit allows fintech developers to switch from their current data aggregator in less than a sprint.

Coverage: Get the best, most enriched and reliable data available in the industry.

Access: Share the data across your ecosystem for the ultimate digital banking experience.

Cost: Best cost structures in-market, especially when sharing access within digital banking ecosystems.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev.: Mark Lucier (VP of Growth), [email protected]
Press: Carolyn Nohe (VP of  Operations), [email protected]

How they describe themselves: Financial wellness reimagined: A simplified, integrated way to empower people to plan, simulate, and make smarter decisions via a Super App.

The B2B platform delivers machine-learning-powered, gamified tools to support all major life events and data to drive engagement, loyalty, and commerce.

Mission-led, female-founded: EqualFuture is a San Francisco-based fintech with a mission to help everyone have a shot at an “equal future” by making better financial decisions.

How they describe their product/innovation: Super App’s behavioral design and machine-learning-powered simulations help users get organized, create goals, and stay on track financially.

Using one integrated interface, financial tools/services deliver account aggregation, budgeting, notebook, file vault, custom “playlist,”  gamified simulation/planning tools, and cashflow forecast.

Construct user profiles with “Someone Like Me” canonical profile segmentations to experiment, tweak plans and customize as their own.

Dynamic cashflow forecast data enhances risk assessment to customize product offerings.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev.: Joyce Phillips (CEO & Founder), [email protected], Paul DiBenedetto (Financial Planning Lead), [email protected]
Press: Joyce Phillips (CEO & Founder), [email protected]

How they describe themselves: ebankIT is an award-winning company with a proprietary leading Omnichannel Digital Banking Platform that enables banks and credit unions to achieve their full potential. Its flexible and robust out-of-the-box features allow for a fast and seamless digital banking transformation. By strengthening customer relationships and taking advantage of third-party innovations through open banking possibilities, the ebankIT platform’s success has already translated into increased digital revenues and minimized costs for dozens of financial institutions.

How they describe their product/innovation: Focused on humanizing digital banking, ebankIT has developed a series of groundbreaking features that enable banks and credit unions to offer the most intuitive and personalized customer journey. In this demo, ebankIT is showcasing a revolutionary approach to sustainability through gamification, by adapting offers to customer’s values while customizing the user’s experience with the latest NFTs and crypto smart contract.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Pete Atkinson, VP Sales, 718-717-8302
Press: Francisca Dias, Digital Media, +351222032010

How they describe themselves: Engage People is the only loyalty network that enables program members to pay with points directly at checkout. The global technology provider connects loyalty programs with global payment systems and online retailers and covers 100% of the top purchase categories in North America.

Leading banks and retailers around the world rely on Engage People for its first-of-its-kind loyalty network and pay-with-points capabilities. Engage People is headquartered in Toronto, Ontario, Canada and has offices in the U.S., Canada and Italy.

How they describe their product/innovation: Access+, Engage People’s patented e-commerce redemption solution. It’s the technology solution that gives members the ability to redeem their program points anywhere in the world and in any currency right in the check-out flow.
It seamlessly converts loyalty points to currency on any partner website, offering point ubiquity and increasing engagement and interaction for loyalty program sponsors. It’s a tech solution at the center of a loyalty network including retailers, payment processors, banks & FIs, and credit card companies.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms

Contacts:

Bus. Dev.: Rusty Ware, VP Partnerships, [email protected], 615-424-6882
Press: Ryan Hall, Caliber Corporate Advisers, [email protected], 949-280-4704

How they describe themselves: Ever Green 3C is committed to helping credit unions establish better engagement with their employees, their members, and their communities. We provide transformational tools, resources, and trainings proven to increase engagement and make a lasting, positive impact. Our engagement solutions include, financial education and literacy resources, diversity, equity, and inclusion training, and digital innovation consulting. Ever Green 3C is powered by Reseda Group, a wholly owned CUSO of MSU Federal Credit.

How they describe their product/innovation: The Ever Green 3C Financial Wellness Center helps credit unions build financial literacy with their members and communities through interactive digital content delivered through a customized website and mobile app experience. Our Financial Wellness Center provides curated content, including educational blog posts, podcasts, videos, quizzes, financial calculators, interactive budgeting tools, ask an expert feature, and more.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev. & Press: Betsy Young, VP Marketing, [email protected]

How they describe themselves: FinGoal is an insights platform that sits atop digital banking and personal financial data.
Features of our Insights Platform:

• Clean & Complete Data: A comprehensive dataset of your users’ accounts, enriched and deeply categorized.
• Analytics: Users vote with their wallets and FinGoal analyzes transaction data to derive your users values, behaviors and intents.
• Actionable Insights: We use those rich profiles to develop actionable insights on behalf of our customers.

How they describe their product/innovation: Our Aggregator SwitchKit allows fintech developers to switch from their current data aggregator in less than a sprint.
Coverage: Get the best, most enriched and reliable data available in the industry
Access: Share the data across your ecosystem for the ultimate digital banking experience
Cost: Best cost structures in-market for aggregation, enrichment and account verification, especially when sharing access within digital banking ecosystems

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev.: Mark Lucier, VP Growth, [email protected]
Press: David Nohe, CEO, [email protected]

How they describe themselves: Mastercard takes the uncertainty out of digital payments with Smart Payment Decisioning Tools. Advanced data analytics and ML make payments faster, more convenient, and safe.

How they describe their product/innovation: Mastercard’s Smart Payment Decisioning Tools reduce risk in ACH payments and optimize cost and speed through open banking.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Contacts:

Bus. Dev.: [email protected]