How they describe themselves: UBDI allows individuals to securely aggregate millions of data points about themselves from their social, financial, wearable, entertainment, and health accounts and monetize aggregated, anonymized insights from that data in the $76 billion financial and market research industries. Companies can study their ideal audience by analyzing authenticated, structured data combined with tailored qualitative responses that participants provide in a fraction of the time of traditional online surveys — while maintaining user privacy and complying with GDPR.

How they describe their product/innovation: UBDI’s consumer and business applications are being launched at Finovate. UBDI will demonstrate how users are privately matched with studies based on verified data such as “female in 30s who spent more than $100 on coffee in last month and runs more than 8 miles weekly” – all without holding PII. We will show our distributed query architecture and edge processing and demonstrate powerful new research possibilities that result from rich data sourced directly from individuals.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev.: Dana Budzyn, CEO & Co-Founder, [email protected] & Scott Weinberg, Strategic Partnerships, [email protected]
Press: Dana Budzyn, CEO & Co-Founder, [email protected] & Shane Green, Co-Founder & Executive Chair, [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: ValidiFI redefines how financial service businesses measure risk and process payments. We are powering decisions and payments with proprietary data, technologies and customized strategies, to increase lift, reduce risk, and facilitate payments. Our proprietary technology combines machine learning algorithms, live payment instrument data, processing history, income verification and other real-time data to help financial institutions make smarter credit and payment decisions.

How they describe their product/innovation: We have built the most powerful pre-processing tool for financial institutions and merchants, the Payment Risk Optimizer (PRO). The PRO is a platform as a service (PaaS) that scrubs payment files for ACH and card payments, using proprietary payment instrument data services to assess the likelihood of a successful payment. Whether scheduling recurring payments for your customers, creating a subscription service, an on-demand marketplace, retail store, or gateway, PRO’s simple APIs and unmatched functionality help you validate funds availability before pro

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Brian Ostrow, Director of Bus. Dev., [email protected], 754-209-2509
Press: Tara Kumar, Marketing Manager, [email protected], 754-409-2507

How they describe themselves: We are a global company focused on driving digital transformation for the financial services industry through our Low-code platform.

We provide organizations with the resources they need to innovate their digital capabilities. We can integrate emerging technology into legacy systems, safely and securely improving deployment times and delivery costs.

Clients can execute in months what often takes years. A project that take upwards of twenty-four months can be created with VeriTran in just six.

How they describe their product/innovation: VeriTran’s Low-Code Platform streamlines the creation, development and roll-out of digital business applications in record time with a visual and intuitive model and drag-and-drop interface. Creating an app with the Low-Code Platform is quick and simple and does not require any technical expertise in programming, security, graphic design, or user experience to put world-class apps at an end user’s fingertips.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Omar Arab, VP Corporate Bus. Dev., 646-241-5388 & Greynier Fuentes, Solutions Manager, 646-241-6423
Press: Valeria Saurina, [email protected]

How they describe themselves: Wallit is transforming the banking experience by making it easy for consumers to manage money and earn cash rewards for their everyday saving and spending through a single app.  The company partners with leading banks and credit unions to offer moment-based rewards, such as completing savings goals or items on a to-do list. Headquartered in Portland, Maine with offices in Boston, Wallit is backed by Boston-based VC firms and angel investors with participation from Maine Technology Institute.

How they describe their product/innovation: As a mobile marketing platform for banks and credit unions, Wallit enables them to offer families with teens a free savings and rewards app that allows consumers to discover products, interact with brands and earn real cash rewards for saving and spending.  The first platform of its kind, Wallit is transforming the way banks and brand marketers engage with consumers.  Unlike other apps, Wallit gives consumers exactly what they want – real cash rewards for real achievement, instead of credits or points.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev.: Mike Vien, CEO & Co-Founder, [email protected], 617-224-6168
Press: Brooks Wallace, Hollywood Agency, [email protected], 617-688-7200

How they describe themselves: WealthConductor LLC helps financial advisors deliver the exceptional retirement experiences that their clients want and need. With our technology and support, financial advisors can become experts at retirement income generation for their clients, all while scalably growing their practice and increasing valuation for a future transition. Our co-founders’ bring deep backgrounds in financial planning, retirement income, business development, and technology that allow us to serve the needs of both the advisor and their clients.

How they describe their product/innovation: IncomeConductor is a web-based software for financial advisors to create, track, and manage time-segmented retirement income plans for their clients. We help advisors become efficient experts in retirement income distribution so they can capture and retain baby boomer clients as the greatest transition in history from saving to spending occurs. The system includes comprehensive income plan design, client account aggregation, plan-to-actual tracking analytics, automated de-risking alerts, and more.

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

Contacts

Bus. Dev. & Press: Sheryl O’Connor, CEO, [email protected], 860-969-3672

How they describe themselves: Wise, a Techstars NYC 2019 company, offers next-gen business banking, including an FDIC-insured checking account and Visa debit card in partnership with BBVA USA. In the coming months, Wise plans to roll out additional products and services specifically designed for small businesses such as payments, invoicing, credit card and point of sale.

How they describe their product/innovation: Small business banking-in-a-box that includes a checking account, payments, invoicing, cards and point of sale.

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

Contacts

Bus. Dev. & Press: Arjun Thyagarajan, CEO, [email protected], 408-390-2486

How they describe themselves: Zogo applies behavioral economic research developed at Duke University to improve youth financial literacy.

How they describe their product/innovation: Zogo app breaks down complicated financial concepts into bite-sized chunk and rewards incentives to users who complete them. The app is also branded by financial institutions.

Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed

Contacts

Bus. Dev. & Press: Bolun Li, CEO, [email protected]

How they describe themselves: A.I. Trading Assistant for Active Stock Traders and Investors.

How they describe their product/innovation: AI Trading Assistant with Seamless Approach and Real-time monitoring system for managing risk, trading and execution. Zivolve is able to do Trading diagnostics to autonomous management of multiple brokerage accounts.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts

Bus. Dev.: Sia Nazari, [email protected] , 510-219-6568
Press: Arash Hooshyari Far, VP Engineering, [email protected]

How they describe themselves: Yseop is an international AI software company and one of the early pioneers of natural language generation technology. Its proprietary AI platform, powers enterprise-level customer support, sales and reporting applications. Its highly customisable solutions deliver superior quality analysis and more human-like dialog, resulting in higher levels of customer satisfaction. Headquartered in France, Yseop has operations throughout Europe, the U.S. and Asia.

How they describe their product/innovation: Building on more than 10 years of global experience collaborating with leading market players on AI projects, Yseop introduces “intentions”, an innovative approach to report generation that overcomes the limitations of traditional template- or rule-based reporting. Intentions are unique combinations of analysis, text and reporting patterns that help operationalize the power of data and focus human capital on value creation. Augmented Financial Analyst, Yseop’s latest Natural Language Generation (NLG) solution for Financial Reporting, combines specialized intentions and client structured data to streamline end-to-end reporting processes while putting its recognized high-quality narrative at work for analysts to jumpstart reporting activities

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

Contacts

Bus. Dev.: Nouri Chibane, VP Bus. Dev., [email protected], +1-201-264-3198
Press: Mireille Adebiyi, VP Marketing, [email protected]

How they describe themselves: The Wizely Finance platform empowers financial institutions to deploy any new consumer lending product to their best customers in a matter of weeks, from scratch. Think of us as a consumer loan division in a box, providing everything necessary to offer on-demand consumer loans and an elegant user experience. To top it off, Wizely does not need to integrate into an institution’s core systems at any point, reducing the speed to market.

How they describe their product/innovation: Wizely Finance is excited to share our white-label modular suite of products:

• Customer Opportunity Analysis: Understand your customers behavior & identify cross-sell opportunities for consumer loan products based on credit criteria and marketing strategy
• Marketing Automation: Wizely will execute the multi-channel marketing strategy and target your best customers
• Lending Platform: Our consumer origination platform is seamless and enables your customers to originate and payoff a consumer loan in 5 minutes

With our new approach, any product can be used to supplement the offerings of fintech, credit, and banking partners in need of consumer intelligence, marketing, a lending platform, and a payoff process, regardless of asset type.

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

Contacts

Bus. Dev.: Paris Benson, CEO & Founder, [email protected], 949-378-8079
Robert Curry, Chief Business Officer & Dir., [email protected], 617-283-4064
Erin Slone, Chief of Staff, [email protected], 773-636-6584
Press: Paris Benson, CEO & Founder, [email protected], 949-378-8079
Erin Slone, Chief of Staff, [email protected], 773-636-6584

How they describe themselves: Voca.ai has created a smart, human and empathetic virtual call center agent for financial institutions and service providers.

Our solutions help banks, lenders and insurers increase revenue, reduce operational costs and improve overall productivity.

How they describe their product/innovation: Voca is a human-friendly virtual agent augmenting call and contact centers.

Our agent is trained to respond to every objection in the most smart and empathetic way possible by listening to recorded calls performed by the organisation’s most successful agents.

Voca is utilised by banks, lenders and credit card issuers for various use-cases, including collections, lead generation, customer qualification, appointment scheduling, cross-selling, and customer retention.

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

Contacts

Bus. Dev. & Press: [email protected]