How they describe themselves: WealthConductor LLC was founded by industry veterans with a combined 80 years of experience in asset management, financial planning, and fintech development. The firm’s sole focus is on building products that assist financial advisors, RIAs and Broker Dealers in simplifying and executing the complicated task of delivering retirement income for their clients. We are a fintech company that helps financial professionals grow their businesses, differentiate their services, and deliver a high quality of service to their clients.
How they describe their product/innovation: IncomeConductor was developed to solve for the many challenges facing financial professionals today.
With 10,000 people turning 65 every day and over $25 trillion held in retirement assets, financial professionals are tasked with helping their clients spend the money they’ve worked a lifetime to build.
With IncomeConductor’s retirement planning software, customized retirement distribution plans can be built with clients’ unique goals in mind and adapted as their priorities change, all in real time.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Tom O’Connor, CMO, [email protected]
Press: John Stavinga, Director of Communications Strategy Group, [email protected]
How they describe themselves: VRAY offers a simple, secure and cardless payment platform to merchants through payment processors and e-commerce providers on a white label basis. We enable consumers to shop seamlessly and securely across a wide variety of devices and platforms. The company markets its technology directly to companies that service merchants and financial institutions. VRAY has the dual benefit of increasing shopping cart conversion and decreasing fraud cost by leveraging EMVCo standard tokens which operates within the existing infrastructure of the payment system.
How they describe their product/innovation: VRAY is going to demonstrate a recurring payment solution which does not require customer to provide card information for subscription. Whenever a recurring charge event occurs, customer receives a payment reminder text on his/her smartphone; customer can either authorize the payment via biometrics for the upcoming product shipment or tapping the “Cancel” button to cancel the upcoming product shipment. Customer can change the delivery frequency and next shipment date any time.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev. & Press: Jack Shauh, CEO, [email protected]
How they describe themselves: UpSwot is the rapidly growing fintech, focused on changing the way Banks and other FI serve their SMB and mid-market clients to help both sides become more efficient
How they describe their product/innovation: UpSwot helps Banks, telcos, insurance companies grow SMB and Mid-Market checking/deposit/credit sales by 15% with the help of cash flow predictions and business insights into QuickBooks, Xero, Amazon plus 119 other apps.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Dmitry Norenko, CEO, [email protected]
Press: Dmitry Norenko, CEO, [email protected] & Yaroslav Yaroslavskiy, CMO, [email protected]
How they describe themselves: Envestnet | Yodlee is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers. Envestnet | Yodlee has proudly fueled digital financial innovation for more than 20 years and partners with more than 1,300 financial institutions and FinTechs in helping consumers achieve better financial lives.
How they describe their product/innovation: Insights Solutions enable FSPs to build and scale the hyper-personalized financial wellness experiences consumers expect – fueling better engagement, satisfaction, retention, and revenue. The key components include:
Insights Library | Understand consumer behavior and inspire users to take action.
Peer Benchmarking | Provide context and comparisons around spending and saving habits.
Personalized Views | Grow engagement by making it easy to see financial views around topics that matter to users throughout their financial wellness journey.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Press: Ross Townsend, Sr. Manager of Public Relations, [email protected]
How they describe themselves: We make payment workflow automation to reduce touch-points surrounding payment transactions. Our merchant focused cloud payments combine digital payments processes from Asia with privacy technology from Europe to deliver easy to use, affordable, contactless payments experiences anyone can use. No apps or accounts required. Our services range from blockchain receipts management to in-store shopping and mobile self-checkout.
How they describe their product/innovation: The XcooBee Retail System combines in-store mobile shopping, self-checkout, and remote payment into a self-shopping powerhouse that can create more affordable, more-flexible, more secure, and easier to implement self-checkouts that customer will love.
For users this works with little friction without any pre-requisites of signups, apps, or accounts. Retailers are able to improve store utilization and store effectiveness while being able to generate add-on sales through shopper interaction.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev.: Jay Fuller, [email protected]
Press: Jennifer Fortney, [email protected]
How they describe themselves: The ultimate source for official answers about a business online should be the business itself. However, when consumers ask questions on company websites, too often they are left in the dark with wrong answers. Yext, the Search Experience Cloud, solves this problem by organizing a business’s facts so it can provide official answers to consumer questions – wherever people search. Starting with the company website, then extending across search engines and voice assistants, businesses around the world trust Yext to radically improve the search experience.
How they describe their product/innovation: AI-powered services like Google, Alexa, and Siri have set a new, conversational standard for consumer search experiences. Yext Answers streamlines the path from question to answer directly on your website, app, and other owned properties. Customers can find exactly what they’re looking for – whether that’s your address, the name of an advisor, an event, or FAQs – with direct answers and calls-to-action, increasing conversion, reducing operational costs, and unlocking new sources of customer intelligence to accelerate your marketing strategy.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Shane Closser, Head of Industry, Finance, [email protected]
Press: Dana Borrero, Head of Sponsorships, [email protected]
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
