How they describe themselves: Fundica is an award-winning, AI-powered funding search engine currently licensed by some of the largest banks and entrepreneur support organizations in North America to elevate their small business advisory experience by helping their prospects and clients easily identify and apply for the most relevant government funding available while acquiring valuable data on these prospects and clients along the way.
How they describe their product/innovation: The financial institution-licensed funding search engine intelligently matches small businesses to the most relevant government funding for them based on their firmographics and needs, while the financial institution acquires valuable insights on visiting clients and prospects. The information on the platform is kept comprehensive, up-to-date and relevant by AI-powered discovery and tracking tools, funding providers, collaborative partners and a dedicated team of researchers.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Contacts
Bus. Dev.: Tom Poitras, VP Bus. Dev., [email protected], 514-296-7095
Press: Bronwyn Carere, Brand Manager, [email protected], 438-869-6022
How they describe themselves: ForwardAI is improving access to aggregated accounting, financial, and business data for banks, lenders, and fintechs. ForwardAI’s core product, the Precise API, leverages integrations with leading small business software to provide unparalleled forward-looking data insights and a complete suite of calculated financial KPIs and ratios. Traditional data access and analysis is a time-consuming, insecure, and out-of-date process. With ForwardAI, you can evolve your company’s services and differentiate from competitors with only a single API.
How they describe their product/innovation: PreciseMatch is an intelligent transaction matching technology that will directly help financial institutions, lenders, and fintechs provide better financial services to their business customers. PreciseMatch automates small business financial data analysis and allows lenders to trust deep insights from potential borrower accounting data. It also provides for business platforms to automatically reconcile accounting data with banking data, saving billions of man-hours for accountants and small business owners across the world.
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, Caliber Senior Account Executive, [email protected]
How they describe themselves: FintechOS gives banks, insurers and other financial institutions a low-code platform which lets them easily deliver fast, cost-effective and full digital experiences. We are driving a paradigm shift in the way financial products and services are created by making banks and insurers truly customer-centric. Our tech integrates seamlessly with existing IT systems and our low code tools quickly empower organizations to design valuable customer experiences.
How they describe their product/innovation: Sunglow is a super-app which bundles taking a loan and booking a vacation into one seamless, frictionless end-to-end customer experience. It incorporates every stage of the lending and booking process, enabling users to borrow money and perform all the necessary KYC and identification procedures as well as booking flights, hotels and cars. Companies that use FintechOS can build similar apps right now in in a fast and cost-effective manner.
Product distribution strategy: Licensed
Contacts
Bus. Dev.: Ioana Serban, VP Demand Gen, [email protected]
Press: Cristina Danila, VP of Brand & Corporate Marketing, [email protected]
How they describe themselves: Financial Institutions count on FinGoal’s infrastructure and analytics to understand their users on a human level-personal values, life events, and current motivations.
How they describe their product/innovation: Link Money from FinGoal connects to and uniformly formats your users’ off bank data to the digital banking core enabling secure universal access for you and your third-party devs to the data at a fraction of the legacy cost. Premiering first on the Constellation Platform in 2021. More Digital Banking Platforms being added in 2022.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev. & Press: Mark Lucier, VP of Growth, [email protected]
How they describe themselves: Finalytics.ai uses the power of big data and machine learning to allow credit unions to go beyond personalization and provide members with a market of one digital experience. The company’s mission is to support and strengthen communities by providing their credit unions with technology that allows them to compete more effectively, drive more consumer acquisition, and improve customer and member retention.
How they describe their product/innovation: We will be demonstrating the Finalytics Platform in it’s first live proof of concept with a Top 20 credit union. We will demonstrate the use behavioral, geographic, other data points to personalize the member experience to a segment on one. We will show how the platform can be deployed in days not months leading to improved new account origination and relationship depth.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Patty Laushman, CRO, [email protected], 720-629-4538
Press: Michael Carter, CMO, [email protected]
Facteus is a leading provider of technology and services to safely unlock actionable insights within sensitive data. Through its innovative synthetic data process, Facteus safely transforms raw financial transaction data from legacy technologies into actionable information, which can be used for machine learning, artificial intelligence, data monetization, and other strategic use cases, without compromising data privacy. Learn more at www.facteus.com.
How they describe their product/innovation: Installed behind your firewall, Mimic uses proprietary machine learning technology to create an ‘artificial’ copy of an organization’s sensitive data. This data transformation process removes PII, while maintaining statistical relevance back to the original data source. This synthetic data cannot be reverse engineered back to the original transaction or organization. The synthetic data can be used for analytics, machine learning and AI, marketing and segmentation activities and external data monetization to create new revenue streams.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Jason Hills, CRO, [email protected]
Press: Steve Shaw, SVP Marketing, [email protected]
How they describe themselves: EverC is a pioneer in risk management and cyber intelligence for the payments industry. We build advanced technology that enables businesses to grow with a less risky merchant portfolio. We are in a series-B stage, and our investors include American Express Ventures, Viola, Arbor, Moar, Red Dot and Nyca. Current customers include large acquiring banks, payment processors and payment facilitators.
How they describe their product/innovation: As online payments have taken off, so has the volume of online payment-related crimes, fraud and money laundering. Transaction Laundering is today’s digital evolution of money laundering, often going undetected. And with these illicit activities becoming more prevalent and sophisticated in e-commerce, financial institutions may find themselves unprepared for the latest digital laundering threats. By identifying this illicit activity EverC’s MerchantView™ can help clients reduce and avoid fines, maintain regulatory compliance, and protect their brand.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Holly Brim, Marketing Director, [email protected]
Press: Corbin Mihelic, CSG Senior Associate, [email protected]
How they describe themselves: Envestnet® | Yodlee® is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers. Our platform has proudly fueled innovation for financial institutions and FinTech for more than 20 years ultimately helping consumers achieve better financial lives. We partner with more than 1,400 FIs and FinTechs enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services.
How they describe their product/innovation: Envestnet | Yodlee will be demonstrating how hyper-personalized financial insights and goals-based micro-savings applications can be effectively delivered via Conversational AI technology. Conversational AI, when used to power flexible human-like conversations, allows the user to engage and ask questions about an insight, just like engaging with a personal banker. In addition to personalized delivery and interactions that scale, transactional capabilities embedded within Conversational AI removes friction from consumers acting on those insights.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev.: Chip Scully, Head of FI Sales & Strategic Partnerships, [email protected]
Press: Heather O’Reilly, Director of Marketing, [email protected]
How they describe themselves: We are an established company in the space of cash management equipment for retail applications. Our operating activities include both the engineering and the manufacturing of solutions involving electronic, mechanical, and software innovations with over 20 issued US patents. In our on-premise factory, we build our own printed circuit boards, build final assemblies, warehouse those products and drop ship them on behalf of our customers. Our customers include some of the largest Cash In Transit companies in the United States.
How they describe their product/innovation: Ellenby’s Validating Smart Transport Bag (VSTB) is a light-weight mobile security system for retailers’ cash deposits. The product validates and protects cash deposits and generates a real-time data stream to a web service of all its activities with available API. VSTB features a cash validator to electronically recognize banknotes and neatly stack them within a sealed cassette. It has an onboard GPS positioning system, a zipper lock system that is electronically monitored, a tamper detection system.
Product distribution strategy: Through financial institutions
Contacts
Bus. Dev. & Press: Brian D. Stang, VP & Director of Global Products, [email protected], 856-848-2020 ext. 240
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 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 which enable banks and credit unions to offer the most intuitive and personalized customer journey. In this demo, ebankIT is showcasing a revolutionary approach to campaign management, creating a leading-edge banking experience, engaging with users’ needs and priorities. With ebankIT Omnichannel Digital Banking Platform, financial institutions will be able to reach their true potential while helping clients achieve personal goals.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Pete Atkinson, VP Sales, 718-717-8302
Press: Ana Luísa Silva, Deputy Head of Marketing, +35 191 523 3390
How they describe themselves: FinBit.io is a solution of Envestnet | Yodlee, a leading financial data aggregation and analytics company. Envestnet | Yodlee helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. banks. FinBit.io enables financial institutions and FinTech companies in India and APAC markets. More details available at https://www.yodlee.com and https://finbit.io/.
How they describe their product/innovation: To help Banks and Financial Information Providers open up their APIs according to Open Banking Standard, which is also called Account Aggregator Guidelines in India, we have come up with an Open Banking Adapter innovation that transforms Bank’s Data and Access layers according to the specification. The transformation layer also adds in all the other relevant components to address security and consent management protocols as defined by the regulator.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev.: Prashant Paliwal, [email protected], +91 9980099225, Dhruv Manga, [email protected], +91 9871175240, Debashish Raut, [email protected], +91 9971735959, & Anuj Rai, [email protected], +91 9538313081
Press: Prashant Paliwal, Executive Director – APAC, [email protected], +91 9980099225
How they describe themselves: Finicity’s mission is to help individuals, families and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. The company, which launched its first financial product in 2000 and has since grown to provide financial data APIs, credit decisioning tools and financial wellness solutions.
TECHTalk: Connecting Siloed Financial Data: Open Banking’s Impact on the Financial Experience
The ongoing data revolution has a new front: financial services. Even with so much data created, financial services data is often siloed and lacks accessibility. The emergence of open banking is enabling a new relationship with financial data and new possibilities for innovation. This keynote will explore an open financial ecosystem, shifting control to consumers, what the impact is for technologists and developers, and how open banking is being leveraged to improve financial literacy and inclusion.
