How they describe themselves: Founded in 2017, Realmonitor specializes in delivering a mobile housing ecosystem solution to banks and financial institutions. The application has garnered exceptional market validation, evidenced by over 150,000 downloads from families worldwide and achieving a user rating of 4.8 out of 5 stars, distinguishing it as the highest-rated app within the global housing sector.
Since its inception, Realmonitor has secured contracts with three banking institutions and are currently expanding their reach to the international market.
How they describe their product/innovation: Realmonitor delivers an all-in-one mobile platform for banks to cover the major part of families’ housing ecosystem journey.
It facilitates customer engagement in home buying, renovation, and selling, enhanced with property valuation, local expert and RE agent selection. This white-label solution boosts banks’ lead generation and data acquisition by providing thousands of quality leads on a monthly basis.
Product distribution strategy: Direct to Business (B2B)
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Peter Faragó (CEO), [email protected], +36205658692
How they describe themselves: QuickFi increases equipment sales for global manufacturers. QuickFi provides nearly instant, self-service, 24/7 term financing to business equipment buyers. By offering a nearly instant, low-cost, self-service financing option, manufacturers make it easy for creditworthy companies to acquire new business equipment. Borrowers prefer the speed, accessibility, transparency, and service of the QuickFi platform, as evidenced by the growing reviews from TrustPilot.
How they describe their product/innovation: The demo showcases our latest technology, an eCommerce financing platform that is the first of its kind. The tool plugs directly into the manufacturer’s product web page. It allows business customers to not only browse for their business equipment, but also consummate the financing for it as they’re checking out – all within minutes instead of days or weeks under the traditional business equipment financing process.
Product distribution strategy: Direct to Business (B2B), Through financial institutions
Contacts:
Bus. Dev.: Bill Verhelle (Founder & CEO), [email protected]
Press: Joseph Vu (SVP Marketing), [email protected]
How they describe themselves: SupraFin is a pioneer in crypto risk assessment. It offers crypto investment and risk intelligence solutions to help organizations assess risk and invest confidently in cryptocurrencies.
SupraFin has launched three products for businesses and regulators:
- Crypto wealthtech platform: uses risk models to recommend portfolios of cryptocurrencies based on a client’s risk preferences.
- Crypto risk scores: provide risk scores for each crypto based on risk factors per type of crypto.
- Crypto research: risk analysis report for each cryptocurrency.
How they describe their product/innovation: SupraFin’s pioneering crypto risk scores provide a risk framework with scores from 0 to 100 for each cryptocurrency based on a thorough assessment of all relevant risks to help organizations minimize risk, eliminate bad crypto investments (e.g., Terra/Luna/UST and FTT/FTX), and maximize alpha.
SupraFin’s crypto wealthtech platform provides a one-stop solution for financial institutions’ customers to invest confidently in crypto while leveraging SupraFin’s crypto risk scores.
SupraFin’s crypto research describes the risk analysis for each crypto.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev. & Press: Liliana Reasor (CEO), [email protected], 424-454-8529
How they describe themselves: Telesign provides continuous trust to leading global enterprises by connecting, protecting, and defending their digital identities. Telesign solutions prevent fraud, secure communications, and enable the digital economy by allowing companies and customers to engage with confidence.
How they describe their product/innovation: Telesign will be demoing a brand new intelligence demonstration tool that clearly depicts risk inherent in on-boarding and how to mitigate this risk through careful phone number analysis and insight.
Product distribution strategy: Direct to Business (B2B), Licensed
Contacts:
Bus. Dev.: Megan Lukitsch (VP Sales), [email protected]
How they describe themselves: SESAMm is a leading AI insight and ESG risk detection company serving the financial industry. Through its innovative products, such as TextReveal, SESAMm offers critical insights into various financial and sustainability realms, including ESG controversies and SDG positive-impact events.
At its core, SESAMm’s approach resonates with financial institutions highly engaged with ESG and sustainability topics, recognizing the need to proactively monitor and identify company events and controversies.
How they describe their product/innovation: SESAMm is incorporating a version of ChatReveal, our proprietary generative AI solution, into its solutions. Going forward, financial firms, such as private equity and asset managers, will be able to seamlessly interact with SESAMm to produce ESG, competitive, and sentiment analyses in a matter of minutes and in a very intuitive way.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Sylvain Forté (CEO & Co-Founder), [email protected]
Press: Jorge Álvarez (CMO), [email protected]
How they describe themselves: Trustworthy is a collaborative, client-owned environment that brings the advisor ecosystem to one secure digital household. Customers and clients are forced to log in to multiple portals across institutions, often maintaining duplicative information. Financial institutions are looking to digitally transform their relationships with customers and Trustworthy puts them at the center of these relationships with one solution – a complete view of all their familyIDs, finances, properties, passwords, insurance, taxes, legal, business, contacts and more.
How they describe their product/innovation: Trustworthy is a software platform that enables successful, modern families the ability to collaborate with their advisor and financial services ecosystem to protect, organize and optimize their most sensitive information. Our co-branded, client-owned Partner Portal allows advisors to connect directly to their clients’ digital household in Trustworthy. Trustworthy digitally transforms the customer and client relationships by updating legacy back office operations. We’ve brought multiple advisors to one secure digital household.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions
Contacts:
Bus. Dev.: Annie Eser (Director of Business Development), [email protected]
Press: Kate Su (Growth Specialist), [email protected]
How they describe themselves: Regulo is a pioneer in using face recognition for financial crime compliance. We are revolutionizing fraud and AML solutions in the financial sector. Supported by a team with deep domain expertise and AI skills, we’re committed to delivering industry-transforming solutions. Our hallmark is the inventive blend of face recognition, proprietary face-hashing tech for privacy, and exclusive face datasets, present in all our products.
How they describe their product/innovation: Regulo’s Fraud Screening Solution is revolutionizing fraud prevention. With the capability to thwart 90% of fraud attempts, our cutting-edge system utilizes advanced face recognition to access our unique fraudster face datasets. What sets us apart is the ability to share fraudster data securely, while maintaining privacy through proprietary face hashing AI technology. Join us in the fight against fraud, benefiting from our privacy-centered face technology and exclusive fraudster dataset.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev. & Press: Sneha Saraf (Customer Specialist), [email protected]
How they describe themselves: SRM (Strategic Resource Management) has helped 1,000+ financial institutions add more than $5 billion of value to their bottom line in areas such as payments, digital transformation, core processing, digital assets, and overall operating efficiency. SRM has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for clients in an environment of constant and accelerating change. Visit srmcorp.com for more information and follow us on LinkedIn and Twitter for timely and relevant insights.
How they describe their product/innovation: Financial institutions need all the advantages they can get when it comes to retaining loyalty and digital wallet share. SRM Key Moments provides customized experiences that load into your existing app to drive desired outcomes across your card portfolio. Impactful outcomes include delivering $20-$40 per active card/year through increased payment volume, more spend in more categories, increased card activation, and lower operational costs.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Robert Koehler (Chief Innovation Officer)
Press: Neil Dougherty (Managing Director, Global Marketing)
How they describe themselves: Setuply is a client onboarding automation platform for B2B solution providers delivering the next-generation experience for seamless client onboarding. By providing a holistic approach to client onboarding, Setuply empowers companies to drive long-term success by making the implementation process more predictable and on track, ensuring satisfaction while helping safeguard clients’ data and allowing to refocus on profitability and business growth.
How they describe their product/innovation: By providing a holistic approach to onboarding, Setuply delivers multi-dimensional transformation to the onboarding process:
- Support scalable processes without time or scope overruns
- Maintain client engagement and collaboration during onboarding
- Optimize your implementation team’s capacity
- Securely stage and manage client data
- Intuitive design to keep stakeholders in motion with virtually no learning curve
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Rachel Lyubovitzky, CEO, Chairwoman & Co-Founder, [email protected]
Press: Melissa Duggan, Media Relations, [email protected]
How they describe themselves: True Digital Group is the provider of the True Digital Platform, a collaborative network designed for banks and credit unions to optimize vendor relationships. By utilizing this insights-driven platform, financial institutions can discover new vendors, manage their vendor relationships, due diligence and monitor vendors, and connect with their peers across the industry.
How they describe their product/innovation: The True Digital Platform helps banks and credit unions to discover, qualify, implement, monitor and troubleshoot vendors and their products. It’s a conduit to collaboration in working with vendors via game-changing, actionable vendor data and information shared by other financial institutions.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Avery Geehr, VP Sales, [email protected]
Press: Anna Stanley, William Mills, [email protected], 251-517-7857
How they describe themselves: Savana enables truly frictionless interactions between banks and their customers – providing the only any-product, any-channel, core-agnostic platform spanning the entire customer lifecycle for personal and business banking. With Savana, banks own and manage processes and channel experiences holistically, from core-to-customer, to drive operational efficiency, enhance customer experiences, and reduce the complexity and risk of launching and operating a new bank or transforming a legacy ecosystem.
How they describe their product/innovation: Savana is a digital delivery platform that breaks down silos for financial institutions by unifying and orchestrating all processes from core-to-customer – regardless of product, channel, or core. The platform’s developer solution expedites embedded banking and banking-as-a-service initiatives by enabling financial institutions to bypass many of the complexities traditionally associated with such offerings, and directly extend the robust functionality of the platform to new customers and partners.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Dave Watts, Director, Marketing, [email protected]
Press: Dave Watts, Director, Marketing, [email protected]
How they describe themselves: Trust & Will simplifies estate planning with attorney-approved, state-specific documents, aiding hundreds of thousands since 2017. Our secure platform, compliant with SOC 2 and HIPAA standards, offers affordable ways to create or settle estates. AARP and top financial institutions endorse us as the official estate planning provider due to our mission of securing every family’s legacy. Learn more at trustandwill.com.
How they describe their product/innovation:
- Planning: easy-to-use products are designed to help you create your estate plan
- Probate: affordable, online probate services
- Advisors: helps financial advisors and firms deliver peace of mind to their clients by offering a comprehensive estate planning solution
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Cody Barbo (CEO), [email protected]
Press: Danielle Nuzzo (Head of Comms), [email protected]
