How they describe themselves: 9Spokes unlocks the potential of open data and open banking by collecting consented data from businesses to give financial institutions a powerful set of tools to engage their business customers. These tools make the financial institution the center of their business customers’ daily financial lives.
How they describe their product/innovation: 9Spokes Track is a data and visualization hub for banks to provide to their SMB customers. Track is made up of three modules – Banking, Cashflow and Business Apps – that provide business customers an integrated banking experience to stay across key metrics in one place. The online platform incentivizes business customers to connect operating and performance data, which also provides insights for bankers.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Tom Baran (Head of Partnerships), [email protected] | Jake Downey (Director, North America), [email protected]
Press: Ben Meinung-Thompson (Communications Advisor), [email protected]
How they describe themselves: AutoCloud’s AI-enabled platform eliminates risk and saves FIs tens of thousands of hours and millions of dollars by automatically creating secure cloud Infrastructure as Code (IaC) for both existing and new cloud workloads. AutoCloud’s average impact within a single LOB at a given FI:
- 12,000 hours and $1.2M cost savings for generating IaC
- Risk management through the elimination of 89% of cloud infrastructure compliance threats to prevent data breaches
- 10% reduction in cloud spend waste
- The ability to scale cloud adoption
How they describe their product/innovation: AutoCloud saves up to 90% of the time and 95% of the cost required to create critical business systems on AWS, Azure, and GCP. AutoCloud is demoing its battle-tested three-step process that lets any FI’s cloud team:
- Audit their current cloud environments and understand any gaps, blind spots, security risks, and cost issues associated with Terraform adoption
- Generate a custom service catalog of compliant Terraform Blueprints for rapid deployments
- Scale cloud adoption using Terraform across teams and LOBs with complete operational visibility
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Tyson Kunovsky (CEO), [email protected]
How they describe themselves: Our clients use D.A.T.A. to go faster and stay at the cutting edge of innovation in financial research, leveraging D.A.T.A.’s ability to accurately and rapidly assess text and language, which make up 98.3% of all financial data.
How they describe their product/innovation: DATAbase REDline provides innovative research insight about the level of deceptiveness and truthfulness in U.S. equity’s regulatory filings and earnings call transcripts. Additionally, we redline the critical deceptive or truthful language for investment decision makers so that they can rapidly zero in on key information. Lastly with myDATA, clients have access to the power of our algorithm to assess their proprietary-based research documents for their level of deceptiveness and truthfulness and REDline that, too.
Product distribution strategy: B2B, Through FIs, other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: Tim Stegner (CRO & Head of Business Development), [email protected], +1 303-588-7445
Press: Jason Voss (Co-Founder, CEO), [email protected], +1 941-377-0773
How they describe themselves: Refine Intelligence helps banks move to a new paradigm of fighting financial crime by ‘catching the good guys.’ Our mission is to enable banks to regain their ‘superpower’ of understanding customers’ life events that create changes in their financial activity. The company was founded by financial crime fighting experts who have built innovative game-changing companies in online fraud detection.
How they describe their product/innovation: Life Story Analytics by Refine Intelligence is anti-money laundering designed for real life. It uses AI to automatically identify the life story behind each alert from the transaction monitoring system, automatically providing full explainability of the anomalous transactions to the AML team. Financial crime teams use this to swiftly clear alerts, provide evidence to regulators, reduce caseload and improve risk management posture. The result: 90% reduction in time and resources for handling alerts.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Oren Kedem (VP Product), [email protected]
Press: Rebecca Herson (Marketing), [email protected]
How they describe themselves: Players in the financial industry such as banks, funds, and investors have one main problem: systematic knowledge about the people and teams making investment decisions is missing. This leads to underperformance and inefficient financial advising. For the first time in the industry, we provide financial institutions with predictive knowledge about the people behind investment decisions. This allows financial companies to avoid invisible hiring risks, improve investment performance, and optimize financial advisory.
How they describe their product/innovation: BehaviorQuant brings behavioral science and machine learning to investment decisions. Our automated survey technology provides detailed knowledge about financial professionals, customers, and teams. Online dashboards with profiles and recommendations help asset managers to improve their performance, investors to select the best fund managers, and advisors to efficiently tailor their advisory services to individual clients.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev.: Lukas Kupfner (Head of Business Development), [email protected]
Press: Gerlinde Berghofer (COO & Co-Founder), [email protected]
How they describe themselves: Connect Earth is a London-based environmental data company that democratizes easy access to sustainability data. With its carbon tracking API technology, Connect Earth is on a mission to empower people to make sustainable choices and bridge the gap between intent, knowledge, and action. Connect Earth supports financial institutions in offering their customers transparent insights into the climate impact of their daily spending and investment decisions.
How they describe their product/innovation: Connect Insights is an API that can be embedded by financial institutions into their mobile apps to receive carbon footprint estimations of every spend-based transaction. By using this tool, banks can enable millions of consumers to measure and act on their carbon footprint. The solution also provides actionable insights and tips to put the knowledge into practice.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts:
Bus. Dev.: George Bradley (Senior Account Executive), [email protected]
Press: Karolina Szweda (Head of Growth Marketing), [email protected]
How they describe themselves: AutoRek is a global automated reconciliation software, revolutionizing finance operations and controls – delivering cost reduction and data confidence since 1994.
AutoRek has developed alongside some of the largest financial institutions across the asset management, payments, banking, and insurance sectors ensuring firms have a scalable solution to meet their needs.
AutoRek is designed to overcome high-volume reconciliation challenges, enhance auditability, and reduce operating costs for leading high street banks, challenger banks, and building societies.
How they describe their product/innovation: AutoRek tackles the biggest pain points in the reconciliation process through its intuitive, configurable dashboards. It provides key MI that monitor the performance of reconciliations. Including; breaking down the outstanding transactions into smaller digestible chunks of information, categorizing outstanding transactions, ageing breaks, highlighting any escalation points, and monitoring how much has been matched off on that given day. The solution reduces the reliance on spreadsheets and manual processes, increasing control and efficiency.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: James Breadon (Sales & Relationship Manager), [email protected]
Press: Simona Di Costanzo (Events & PR Executive), [email protected]
How they describe themselves: 10x Banking is on a mission to transform financial services to make banking 10x better for customers, banks, and society.
10x empowers banks to move from monolithic to next-generation core banking solutions delivered through the world’s most comprehensive and powerful cloud native SaaS core banking platform SuperCore®.
10x enables banks to deliver products, services, and customer experiences to retail and corporate customers faster and more cost-effectively.
How they describe their product/innovation: 10x SuperCore Cards enables banks to build a card proposition in minutes with its 10x Bank Manager interface. New and updates to backbooks can be done simply with a few clicks by Product Managers.
Instead of taking up to 12 months to build and launch an enterprise-grade, full stack, functional cards business solution, with 10x, incumbent banks can do this in as little as 12 weeks with significantly reduced overheads in managing the ecosystem.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Tom Phillips (Senior VP Business Development), [email protected]
Press: Laura Francis (Marketing Director), [email protected]
How they describe themselves: Merlin Investor is a fintech company on a mission to democratize access to investment strategies and offer a software for strategic investment planning and management to retail investors.
The Merlin Investor community is made of passionate retail investors we educate and empower to become the one and only master of their own financial future thanks to strategic investment planning and risk diversification.
How they describe their product/innovation: The Merlin Platform is a multi-asset educational, strategizing and tracking tool for personal investment strategies aimed to limit potential catastrophic losses and build long term stable results. It is complementary to any trading platform and designed for any kind of retail investor. Available either on desktop or mobile, it allows users to easily retrieve market data and sentiment from different sources of inspiration, create, analyze, compare and backtest an infinite set of investment strategies, and track portfolio performance.
Product distribution strategy: Direct to Consumer (B2C)
Contacts:
Bus. Dev.: Guido Petrelli (Founder & CEO), [email protected]
Press: Guido Petrelli (Founder & CEO), [email protected] | Alexa Reinfeld (PR Supervisor), [email protected]
How they describe themselves: Founded by the team behind Threatmetrix, Darwinium is bringing the next generation of security and fraud prevention to market. Deployed at the network edge, Darwinium sees more data, enabling better decisions made faster, and creating a digital signature of each user to ensure that your website visitors and customers are who they say they are, protecting them, your website, and your reputation.
How they describe their product/innovation: Darwinium is bringing the next generation of security and fraud prevention to market. We will show you how you can deploy it in an instant, protecting your website from fraud and abuse immediately and benefit from faster, better, cheaper security and fraud prevention.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions
Contacts:
Bus. Dev. & Press: Ed Whitehead, [email protected], VP Commercial
How they describe themselves: CryptoFi is a Crypto-as-a-Service (CaaS) company building innovative technology solutions that expand access to digital assets. CryptoFI’s CaaS solutions seamlessly bridge the gap between traditional finance and digital assets, compliant with all regulations. CryptoFi integrates more than 240 cryptocurrency exchanges and wallets, allowing users to move digital assets directly to an FI’s app. CryptoFi enables commercial customers of financial institutions to receive funds and payments in crypto, with auto-conversion into fiat to improve cash flow.
How they describe their product/innovation: CryptoFi’s fintech solution integrates behind a financial institution’s existing software, web, and mobile applications allowing their customers to buy/sell cryptocurrency and view their portfolio directly from their online banking dashboard. We integrate more than 240 cryptocurrency exchanges and wallets, allowing users to move crypto directly from a third-party (e.g. Coinbase, Robinhood, Paypal, etc.) to your app without having to use another app and without creating a taxable event or disrupting the buy price of crypto.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Matt Reynolds (SVP Sales), [email protected]
Press: Lewis Farrell (CMO), [email protected]
How they describe themselves: At Bakkt, we saw the way brands were engaging customers and believed there had to be a better way. We start by understanding today’s consumer, how best to meet them where they are, and how to help our business partners meet them there. With our technology, we unlock the utility of cryptocurrency and loyalty currencies to help business partners bring delightful new opportunities to their consumers that can drive deeper engagement. We build the products that help businesses scale connected customer experiences in the digital economy.
How they describe their product/innovation: Bakkt® Crypto Connect offers consumers access to cryptocurrency on a secure, regulated platform. Bakkt® Crypto Connect is designed as a natural extension of the consumer experience within a financial services institution’s existing mobile app to allow their customers to buy/sell/hold crypto in their already trusted digital environment.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev.: Kyle Unterseher, [email protected]
Press: Lauren Post (Head of Communications), [email protected]
