How they describe themselves: Finzly provides the financial infrastructure for Banks, Fintechs and Businesses to offer and access financial services in today’s connected, open and real-time ecosystem. Through core-independent innovation, banks can quickly launch programmable modern banking products using our microservices-architecture. We offer readymade connections to provide RTP, FedNow, ACH and Wires on an award-winning, open API-based payment hub, and a great FedEX experience for payments. Finzly also offers modern treasury products on FX and Trade Finance.
How they describe their product/innovation: A coffee break gives us time to enjoy a cuppa, reset our thinking, or launch a modern bank or fintech with Finzly! We’re demoing how it just takes a coffee break to launch a modern, new digital bank from scratch on our bank operating system, FinzlyOS. The bank is set up with direct connections to all payment networks – ACH, Wires, RTP, FedNow and SWIFT, multi-currency general ledger, low-code customer-onboarding forms, FX and online experiences.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev. & Press: Suja Ramakrishnan, Marketing
How they describe themselves: FlowPoint will become a “Bloomberg” for the private sector, offering more granular business reporting, accurate business reporting with direct contact to providers, earlier stage reporting essential to risk management, deeper and diverse analytic opportunities (alternative models) and service the market needs beyond just investment managers.
How they describe their product/innovation: FlowPoint makes it easier to share, process and analyze the operational performance of private companies. We unlock ways to rapidly spot risks for mitigation or opportunities for growth. A company, its investors, and its service providers will more easily be able to collaborate to manage performance and drive more successful outcomes that benefit all stakeholders.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Dennis Hettinger, Director Sales, [email protected]
Press: Stephen Pollack, CEO, [email protected]
How they describe themselves: Fundica is an award-winning, AI-powered funding search engine now licensed by some of the largest financial institutions in North America. With our solution, these institutions can effortlessly acquire and retain business clients by helping them identify and apply for the most relevant government funding available. In the process, these institutions capture firmographics, funding intentions, and ultimately clients while also becoming a champion of diversity, equity, and inclusion. It’s a win-win-win!
How they describe their product/innovation: We’re demoing both the front end of our funding search engine (small business experience) and the backend white label solution (financial institution or support organization experience). We have not previously demoed our backend in a live environment. We’re also further demonstrating how our solution can be effectively used to promote diversity, equity, and inclusion in a funding environment.
Product distribution strategy: Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Mike Lee, CEO & Co-Founder, [email protected]
How they describe themselves: Global PayEX offers an innovative, AI driven Working Capital optimization product suite via Accounts Receivable and Accounts Payable automation. The PayEX platform offers the latest in technology, payments, secure transaction protocols, and straight-through processing. The PayEX solutions increase productivity, accelerate revenue, lower cost, enhance transparency, and predictability across AR and AP cycles to benefit all stakeholders – corporates, customers, suppliers, banks, and FIs.
How they describe their product/innovation: FreePay- Electronic Invoicing Presentment, Payment, Reconciliation and ERP posting for end-to-end AR automation.
AlgoriQ- Automated Reconciliation for institutional customers (AR) and vendors (AP) based on machine learning algorithms
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev. & Press: Anu Agrawal (Executive Vice President & Head, North America), 240-308-2036, [email protected]
How they describe themselves: Goalry provides one source of truth for everything finance through its immersive space “Money Mall.” The virtual mall houses all types of embeddable FinTech components that keep members engaged within the ecosystem as they manage goals. Goalry is also designed and branded for a “FinTech Everywhere” endgame that builds trust to earn the point of sale by improving the entire personal finance journey.
How they describe their product/innovation: When it comes to personal finances, managing them all at once can be a challenge. Juggling different logins, trying to know what does what, and the noise of so many offers gets in the way of the bigger picture. That’s why we created Goalry, a one-stop super platform that helps navigate goals.
Similar to a regular mall, you have the ability to shop through different stores in one place, except here they cater to finances.
Product distribution strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev.: Ethan Taub, CEO, [email protected]
Press: Ana Rankovic, Director of Content Marketing, [email protected]
How they describe themselves: Hawk AI develops and operates a cloud-based software solution for the automated detection of suspected cases of financial crime and money laundering. With Hawk AI, financial institutions can make their transaction surveillance more efficient and ensure regulatory compliance. Hawk AI’s software uses a combination of traditional rules and artificial intelligence to detect suspicious behavior in real-time and presents such alerts to Financial Crime specialists for investigation. The solution drastically reduces false alarm rates compared to legacy platforms.
How they describe their product/innovation: Hawk AI is a software platform that combines AI with traditional rule-based approaches to monitor financial transactions in real-time, delivering next generation anti-money laundering compliance for financial institutions. The solution offers classic rule-based models, which are enhanced by auto-closing features based on machine learning models that learn from the investigator’s own decisions through our case manager.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Steve Liu, GM, US, [email protected]
Press: Derrick Cramer, Global Head of Marketing, [email protected]
How they describe themselves: Highnote is the world’s most modern card platform with GraphQL-based API. It’s the first all-in-one card issuer processor and program management platform that truly enables enterprises to make card issuance an embedded capability of their product, without needing to stand up an entirely new organization to develop and support card issuance.
Founded in 2020, Highnote has raised $90+ million in funding from leading fintech investors including Oak HC/FT, Costanoa Ventures, XVZ, SVB Cap and more.
How they describe their product/innovation: Highnote, would like to demonstrate its cloud-native, GraphQL API based, issuer-process platform, built from the ground up. The product demoed covers the developer experience, as well as the financial operations interface that customer teams leverage to get unparalleled control of the payment transaction lifecycle and rich access to transaction processing data.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Deb Bardhan, Chief Business Officer, [email protected]
Press: Amy Zhao, PR consultant, [email protected]
How they describe themselves: Horizn’s platform helps maximize the impact of digital transformation and accelerates returns on digital investments.
With Horizn, financial institutions can truly maximize and accelerate the impact of their digital transformation strategy by increasing user adoption of all digital investments with both customers and employees.
The Horizn platform includes a Self-Serve Customer Platform, Assisted-Serve Hub for Call Center and Branch, Digital Display Demo and an Employee Direct Platform.
How they describe their product/innovation: Horizn will demo how the Platform supports Selve-Serve Customer Direct Banking, Assisted-Serve For Contact Centers and Branch, as well as the robust Employee Direct Platform. Horizn’s revolutionary SaaS platform incorporates the dynamics of micro-learning, social technology with gameplay with advanced analytics. Horizn is in the market with large financial institutions with front-line staff, call centers, in retail branches, on kiosks, with customers on bank websites, in bank’s mobile apps, in chatbots, and in marketing campaigns.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Steve Frook, SVP Global Sales, [email protected]
Press: Janice Diner, CEO & Founder, [email protected]
How they describe themselves: Our Mission: Closing the advice gap
“Human-only” offline advice is not scalable and requires considerable manual efforts. On top of that, increasing regulatory requirements is not feasible manually and bears liability as well as reputation risks. With our hybrid Robo Advisor, these challenges are overcome. Advise your clients automated and individually and empower your advisor!
How they describe their product/innovation: Holistic Performance & Risk Reporting – for advisors and clients!
From wealth aggregation to portfolio analysis, CIOS.Reporting gives you all your clients’ wealth data – prepared in an intuitive frontend.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Daniel Rahim, Business Development Representative, [email protected], +49 171 4115122
Press: Christian Paulus, Marketing, [email protected]
How they describe themselves: ebankIT is an award-winning company with a proprietary leading Omnichannel Digital Banking Platform which enables banks and credit unions to achieve their full potential. Its flexible and robust out-of-the-box features allow a fast and seamless digital banking transformation.
By strengthening customer relationships and taking advantage of third-party innovations, the success of the ebankIT platform has already translated into increased digital revenues and cost minimization for dozens of financial institutions worldwide serving millions of customers.
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 customers’ values while customizing the users’ experience with the latest NFTs
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Pete Atkinson, VP Sales, [email protected], 718-717-8302
Press: Ana LuĂsa Silva, Deputy Head of Marketing, [email protected], +35 191 523 3390
How they describe themselves: ForwardAI is improving access to aggregated accounting, financial and business data and analysis for financial institutions, business lenders, and fintechs, using its Precise API, Access partner portal and Predict-as-a-Service client-facing cash flow forecasting and planning tool.
Accessing small business accounting and business data shouldn’t be difficult. Building improved SME financial tools or making lending decisions shouldn’t require manual data import. ForwardAI is here to help.
How they describe their product/innovation: Predict-as-a-Service is a cash flow forecasting and planning tool for financial institutions or fintechs that want to extend their small business services. This premium solution includes features like cash flow predictions, business financial scoring, projection comparison, and custom business pivot scenario building.
Connecting directly and securely with market-leading accounting software, ForwardAI Predict-as-a-Service is a powerful differentiator for any company that wants to grow its SMB market share.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts
Bus. Dev.: Jag Barpagga, CIO & Co-Founder, [email protected]
Press: Philipp Jago, Account Manager at Caliber, [email protected]
How they describe themselves: FISPAN is the market leader in ERP-banking. Our turn-key platform makes it simple for banks to offer business banking services embedded in any business application. FISPAN powers best-in-class commercial banking experiences by removing friction and adding value to how the bank’s clients operate their business.
How they describe their product/innovation: We’re showcasing a bank-branded, fully integrated platform that provides instant value to corporate clients by
- Integrating banking applications within the standard menus of the end-user’s chosen ERP (our live demo showcases a bank client using the Sage Intaact ERP)
- Allowing access to an entire suite of native banking transactions natively in their operational systems
- Embedding transaction data in the ERP domain to automate the bank reconciliation process
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: Tenzin Ozaki, Account Executive, [email protected]
Press: Jenna Major, Marketing Specialist, [email protected]
