How they describe themselves: ASA has created the collaborative banking movement, bringing financial institutions and fintechs together in a mutually beneficial way to solve customers’ needs. The name “ASA” was inspired by Asa Whitney, the proponent of the transcontinental railroad. Just as the railroad propelled America into the industrial revolution, ASA is paving a new path forward in financial services. ASA is an embedded fintech solution, giving banks and fintechs a clear path to innovation, scale and customer empowerment.
How they describe their product/innovation: ASA is demoing how financial institutions can connect with customer-facing fintechs in a secure, compliant and easy to implement marketplace via ASA’s digital rails. Through this trusted, closed ecosystem, ASA has created a collaborative way for community banks and credit unions to deliver innovative technology to their customers. For the first time, ASA is removing regulatory risk and liability from bank-fintech partnerships, allowing financial services providers and customers to make gains through collaboration.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions
Contacts:
Bus. Dev.: Landon Glenn, [email protected]
Press: Amber Bush (Account Director), [email protected]
How they describe themselves: Coherent is a global SaaS company redefining how business and IT teams manage business logic and build software together. Most companies run critical business operations on countless spreadsheets. While many teams can build rules, calculations, and other logic in Excel, few can translate that logic into code to integrate it with other applications and turn ideas into reality. Until now. Coherent technology helps anyone unlock the value of their business logic in moments – without coding.
How they describe their product/innovation: Coherent Spark is a no-code SaaS platform that “API-ifies” the most widely used desktop business app in the world: Microsoft Excel. Spark supercharges each XLS, transforming models into application programming interfaces (APIs) that reduce days and hours into minutes for even the most complex business logic.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Jamie Wolfson (Head of Commercial Strategy), [email protected]
Press: Jennifer Harbour (SVP, NextTech Communications), [email protected], 732-285-4306
How they describe themselves: Cloudentity provides application and security teams with a better way to automate and control how information is shared over APIs. From Open Banking to fraud prevention, we make it easier to deliver cloud-native applications and safer to extend your data to the customers, partners and services that drive your business. Cloudentity simplifies development by externalizing Open Banking requirements for consent, security, authorization and reporting.
How they describe their product/innovation: Powerful Open Banking API engine that adheres to security and privacy regulations, which allows banks and fintechs to build apps, authenticate users, and securely exchange data with partners.
- Securely authenticate and authorize consumers
- Enable robust user self-service
- Strong Consumer Authentication provided out of the box
- Built-in privacy consent through consent management tools
- Protects access to client apps and their capabilities
- End-to-end API authorization
- Limits risk of PII data exposure
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Brian Coulter (VP Sales), [email protected]
Press: Chad Catacchio, [email protected]
How they describe themselves: Cable’s mission is to reduce financial crime in the world. We aim to empower banks and fintechs to understand and improve the effectiveness of their financial crime controls to prevent crime before it happens.
How they describe their product/innovation: Automated assurance enables banks and fintechs to automate their compliance assurance and effectiveness testing so that regulatory breaches and control failures are found in the moment. Cable also streamlines manual processes across quality control, stakeholder reporting, and record management.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms
Contacts:
Bus. Dev.: Julian Brophy (Sales Lead), [email protected]
Press: Jonathan Wong (Product Marketing), [email protected]
How they describe themselves: Bankjoy delivers modern banking technology, including mobile banking, online banking, and a banking API to banks and credit unions – big and small. The company prides itself on creating beautiful products with advanced features, simple navigation and a modern look and feel – all shaped by talking to users.
How they describe their product/innovation: Bankjoy’s Business Banking platform features one portal for multiple business accounts, the ability to manage multiple users, control permissions, send transfers to multiple recipients, and more. These features are designed with a superior UX, helping businesses efficiently manage their finances. With more than 60 integrations with core banking platforms and other third-party vendors, Bankjoy makes it easier and more cost-effective for financial institutions to deliver feature-rich digital banking technology to their business customers.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Shaw Taylor, (VP of Marketing), [email protected], 415-515-4611
Press: Mallory Griffin (Account Director, York Public Relations), [email protected], 706-830-0868
How they describe themselves: Debbie is the Noom for debt loss. We are building a behavior-driven rewards platform that powers financial products, where our users have paid down on average 3x more debt ($450/month) and added on average $100/month to their savings.
Debbie uses behavioral psychology to help lenders recession-proof their portfolios by achieving lower default rates for struggling borrowers while increasing retention for good payers.
How they describe their product/innovation: (For Borrowers) The Debbie app:
- Guides borrowers along a curriculum that combines behavioral psychology, actionable financial tasks, and goal setting
- Rewards borrowers for hitting their goals and improving their financial behavior
- Connects to different debt accounts and allows borrowers to track their debt payoff progress, all in one place
(For Lenders) The Debbie app:
- Prevents delinquency through habit building, motivation, and incentives
- Prepares borrowers to qualify for debt refinance through improved credit behavior
Product distribution strategy: Direct to Consumer (B2C), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Rachel Lauren (COO), [email protected], 201-562-5896
Press: Frida Leibowitz (CEO), [email protected], 646-565-1533
How they describe themselves: Apiture delivers award-winning digital banking solutions to banks and credit unions throughout the United States. Our company was built by bankers, for bankers, offering an experienced team and level of support that’s unmatched in the industry.
Our flexible, highly configurable solutions meet a wide range of needs, from leveling the playing field with larger banks to enabling unique, digital-only brands. Through our API-first strategy, our clients can maximize the capabilities of their platform while preserving a seamless user experience.
How they describe their product/innovation: Apiture will demonstrate how financial institutions can embed banking capabilities into a non-financial, third-party partner’s software to improve the customer experience while reaching new users.
Our demo showcases a third-party program used by travel agents. From within the travel agency software, users can complete banking tasks like opening an account, viewing balances, and transferring funds, without the need to visit the bank’s site. This gives the financial institution a new revenue stream while enhancing the experience of current account holders.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: George Ekdahl (SVP New Sales)
Press: Heather Valle, Caliber Corporate Advisers, [email protected]
How they describe themselves: Agent IQ offers a digital platform, supercharged with AI, that improves communication and engagement between financial institutions and their customers, leading to happier, more loyal, and more profitable relationships. We help create relationships in the digital world that are just as personal as in the physical world, but even more enhanced.
How they describe their product/innovation: The Lynq platform allows your customers to select and engage with a personal banker for all their financial needs across any digital channel; just like they are used to engaging with their family and friends. The configurable built-in Augmented Intelligence supports your banker to better connect, engage, and support customers and create relationships in the digital world that are just as personal as in the real world, but even more enhanced.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Matt Phipps (CMO), [email protected]
How they describe themselves: autologic has a vision to power the complex logic within every decision, process or interaction inside of any organization globally. In doing so we want to make the world more efficient.
Our mission is to build a capability to empower the people who can’t code to create the complex logic that powers your organization so that you can automate and streamline every single decision, calculation or interaction regardless of which banking, process or digital platforms your organization uses.
How they describe their product/innovation: autologic is a cloud-based (single tenancy on Google Cloud) nocode engine for building complex logic (rules & calculations) to power any form of decision, pricing calculation, premium calculation, digital experience or anything powered by logic.
It lets non-technical people build complex logic, enables engineers to consume/deploy with minimal development, risk and compliance to ensure logic is accurate, and enables the business to adapt and evolve in near real time.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev. & Press: Vincent Turner (CEO), [email protected]
How they describe themselves: Buddy’s founders come from backgrounds in marketing, technology, and insurance, but came together around a single mission: to build a more fearless society. In 2018, Buddy launched the world’s first on-demand accident insurance for adventurers. While the on-demand products were well received, it was Buddy’s technology platform that created the biggest buzz in the insurance industry. Buddy expanded focus and launched The Insurance Gateway in Jan 2022, the simplest way for software companies to manage and sell insurance products to customers.
How they describe their product/innovation: Buddy’s industry transforming Insurance Gateway is the simplest way for software companies to manage and sell insurance. The Gateway provides a single, forward-compatible connection to the insurance universe, allowing our customers to source, connect, transact, fulfill, and analyze any type of insurance offering within their software platform. No code software means companies can edit products quickly, increasing conversion rates, and leaving more time to focus on building the core business.
Contacts:
Bus. Dev.: Charles Merritt, Buddy CEO + Co-Founder, [email protected], 718-404-2423
Press: Kellie Pelletier, KPM Communications, 917-514-5851, [email protected]
How they describe themselves: It isn’t easy navigating the world of blockchain technology and cryptocurrencies on your own. While the back end involves many different players and can seem complex, the experts at Cion Digital have made it simple for businesses. We help clients grow and protect revenue opportunities by expanding and integrating existing financial systems. Our Blockchain Orchestration Platform enables auto dealers and other big-ticket retailers to accept cryptocurrency transactions.
How they describe their product/innovation: We’ve built the ultimate crypto dealership platform to provide car payment and lending solutions unmatched in the industry. See how Cion Digital can help your business succeed in the rapidly evolving digital asset economy.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev. & Press: Bandy, Senior Director of PMM, [email protected]
How they describe themselves: DocFox is the leading provider of automated business account opening software and is used by over 250 financial institutions worldwide including banks, fintechs, and credit unions.
How they describe their product/innovation: DocFox is a cloud-based SaaS application that automates the process for opening any business account, no matter how complex, across any channel. Unlike other account opening tools and loan origination systems, DocFox analyzes any document for any financial institution, regardless of size.
Business clients use a modern, easy-to-use interface that makes their account opening experience intuitive and quick, while internal teams review information submitted and analyzed on a portal focused at enhancing their efficiency to get more done, more accurately.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Dean Benjamin, Account Executive, [email protected]
Press: Angela Limoncelli, Director of Marketing, [email protected]
