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.
How they describe themselves: ecolytiq’s Sustainability-as-a-Service® calculates personal environmental impacts, such as CO2 values, based on payment transactions. ecolytiq also provides a library providing content and valuable background information on individual environmental impacts. ecolytiq aims to empower consumers to reduce their own impact in the long term. To this end, ecolytiq not only provides the appropriate content, but also offers suitable CO2 compensation offers from selected and certified organizations, which are available via their own marketplace.
TECHTalk: Data for Sustainability
ecolytiq will show how ecolytiq’s Sustainability-as-a-ServiceⓇ works with financial institutions, individuals, and public organizations to boost sustainability using information in everyday context. Most important for sustainable living is availability of relevant information at the right time. We integrate facts for your own purpose, your next decision. By merging context information, we enable focusing on impact instead of datasets. We show how an open knowledge graph and streaming technology keep our data up to date.
How they describe themselves: Help With My Loan is an AI software company improving the front end lending performance with our back end software. The problem in our industry is a low 55% average at funding loans due to the fragmented lending process. Our software yields automated underwriting and loan matching at a 95% proven funding rate. We did this by giving brokers, banks and consumers access to our platform syndicated with 300+ vetted lenders in Commercial, Residential, Business, and Consumer loans. HWML has funded over $100M+ , 24 months of profitable revenue and scalable to IPO.
How they describe their product/innovation: We have automated the approval process and requirements for over 300 banks across the U.S. in Commercial, Residential, Business, and Consumer loans with a 95% funding rate! Our mission at HWML is to be at the forefront of the future of lending. HWML allows Lenders to automate their underwriting, saving them significant time which is currently being wasted on loan files that will never close. We solved this problem by creating a fantastic Optical Character Recognition feature to cut down analysis time, ensuring Lenders maximize their teams performance.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Chris Karageuzian, CEO, [email protected], 626-419-0123
How they describe themselves: Glia is reinventing how businesses support their customers in a digital world. Glia’s solution enriches web and mobile experiences with digital communication choices, on-screen collaboration and AI-enabled assistance. Glia has partnered with more than 150 banks, credit unions, insurance companies and other financial institutions across the globe to improve top and bottom-line results through Digital Customer Service.
How they describe their product/innovation: Glia’s plan for FinovateSpring is to interactively show several innovative features as part of the core of our demo:
- Automatically bind customer inbound phone calls with the customer’s associated web browsing sessions, providing instant context to the FIs customer service representative (CSR) handling the conversation
- Enable the CSR to collaborate online with the phone caller, by adding CoBrowsing, ScreenSharing, and even one-way or two-way video to the phone conversation
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Gerad Kostak, Director of Bus. Dev., [email protected]
Press: John Fernandez, SVP Marketing, [email protected]
How they describe themselves: Foxit’s mission is to develop market leading and innovative PDF products and services, helping knowledge workers increase their productivity and Do More With Documents. The company offers extensive PDF solutions in end-user productivity, enterprise automations, and developer solutions. Foxit has over 560 million users and has sold to over 100,000 customers located in more than 200 countries. The company has offices all over the world, including major locations in the US, Asia, Europe, and Australia.
How they describe their product/innovation: PhantomPDF offers banks and credit unions an easy-to-use, yet feature-rich PDF editor, allowing end-users to easily create, edit, share, collaborate on, and sign digital documents, effectively eliminating the need for teams to work with paper. Employees from all departments will benefit from a paperless solution, whether it is for managing loan originations (banking), vendor onboarding (procurement), new hire onboarding (HR), or invoice processing (finance).
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts
Bus. Dev. & Press: Stanley Chow, Senior Product Marketing Manager, [email protected]
How they describe themselves: FormHero was born out of the frustration of the delivery of ineffective and impersonal data collection projects. Our low code SaaS platform is an enterprise technology enabler that provides an easier path to digitization. We augment legacy processes and rapidly create new experiences. Our extensible solution makes capturing and sharing information as simple as having a conversation. FormHero’s goal is to enable toolset flexibility into an organization, to accelerate their current digitization and automation efforts.
How they describe their product/innovation: FormHero’s solution is designed and engineered for the purpose of empowering organizations to build intuitive digital front-end experiences to meet the most complex data collection needs. We orchestrate information collection across the enterprise by deploying a central solution that sits in front of an organization’s existing processes while also creating new experiences. We use an iterative process when working with our customers to drive tangible value and we are a core component of our customer’s technology ecosystem.
Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms
Contacts
Bus. Dev.: Salma Abou-Aly, Enterprise Account Executive, [email protected], 416-936-2705, Rod Foster, VP Sales, [email protected], 519-572-4348, & Ganesh Rao, VP Partnerships & New Verticals, [email protected], 437-772-9539
Press: Art Harrison, Chief Growth Officer & Co-Founder, [email protected] & Ganesh Rao, VP Partnerships & New Verticals, [email protected], 437-772-9539
How they describe themselves: Flybits is the leading customer experience platform for the financial services sector, delivering personalization at scale. With the most advanced capabilities in the market, its enterprise-level solution brings relevant content, products, offers, and information to a bank’s digital channels based on what each individual customer needs in the moments that matter. With Flybits, banks can design, launch, and measure data-driven consumer experiences that deliver the right information to the right customer at the right time.
How they describe their product/innovation: MyCard unifies all the bank’s products, services, and partner services in one place-the bank’s existing mobile app-and contextualizes the app experience with our patented intelligence. Transforming the bank’s app into a dynamic recommendation feed, driving relevancy every time.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Sigi Ochoa, Manager of Growth & Partnerships, [email protected]
Press: Oi Hua Lee, Marketing Programs Manager, [email protected]
