How they describe themselves: Quilo is a New York based start up with 45 employees located across 10 time zones including the US, Europe and Asia, whose staff has developed financial products for JP Morgan, Deutsche Bank, Goldman Sachs, HSBC and others. They bring their global banking experience to empower financial institutions to do what has never before been possible: To digitally syndicate an individual loan with other lenders, which is revolutionizing how lenders can increase their loans to more people with less risk.
How they describe their product/innovation: Quilo is a digital, core-independent platform that empowers community financial institutions to offer personal loans, digitally onboard new borrowers, originate and service personal loans. The platform also allows a loan originating institution to syndicate an individual unsecured loan across multiple participating financial institutions at a point of underwriting in seconds and without any human involvement, which significantly reduces credit risk, improves approval rates and allows them to underwrite larger loans for a longer term.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev. & Press: Don Shafer (Co-Founder & Chief Evangelist) or Boris Fuzayloff (Co-Founder & CEO)
How they describe themselves: Tax Status is a fully-digital IRS account monitoring solution that provides continuous access to income and all official IRS financial data for any business or individual. With analytics and ongoing monitoring capabilities, Tax Status delivers critical notifications and insights that lenders, businesses and individuals can use to make more informed decisions.
How they describe their product/innovation: The Tax Status Platform is the only fully-automated IRS account monitoring solution that provides continuous access to all official IRS financial data for real-time verifications of income, account status and compliance.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Chuck Hayes (SVP Revenue), [email protected]
Press: Charles Almond (CEO), [email protected]
How they describe themselves: QuickFi allows business borrowers to initiate and complete equipment financing that previously took days or weeks, in minutes . . . from anywhere, and at any time. QuickFi uses facial-recognition, blockchain, AI and the latest mobile and cloud technologies to revolutionize the business equipment financing process. Using a mobile device, SMB borrowers can self-serve to obtain equipment financing in minutes. Global equipment manufacturers and banks can easily adopt the end-to-end, 100% digital, QuickFi platform to cut costs and dramatically improve UX.
How they describe their product/innovation: The QuickFi demo showcases how global original equipment manufacturers using QuickFi can onboard new business customers, authenticate and credit score the borrower, and complete a term financing transaction . . . all in about five minutes. QuickFi provides its OEM partners with a white-labeled, self-service mobile equipment financing platform, for less than one-third the cost of legacy systems, to facilitate faster equipment sales at a higher margin.
Product distribution strategy: B2B, Through financial institutions
Contacts:
Bus. Dev.: Bill Verhelle (Founder & CEO), [email protected]
Press: Joseph Vu (SVP Marketing), [email protected]
How they describe themselves: SESAMm is a leading AI insights startup. We provide AI-driven ESG and Sentiment insights on millions of public and private companies, from investments to clients and suppliers. With six offices, including Paris, New York, London, and Tokyo, SESAMm works with major asset managers, banks, private equity firms and corporations around the world.
How they describe their product/innovation: TextReveal® ESG Alerts’ innovation provides key ESG and risk-related insights to banks, investment firms and corporations.
We help banks identify ESG risks on suppliers and clients, both during due diligence processes and for monitoring on an ongoing basis, using dashboards, emails and alerts and tailor-made results for quickly accessible actionable insights. Through our NLP algorithms covering over a dozen languages, we provide an objective view of ESG and better coverage than other providers.
Product distribution strategy: B2B, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Dave Anspach (Sales Director, NA), [email protected], 917-678-1560
Press: Jorge Alvarez (CMO), [email protected], 551-208-2544
How they describe themselves: Stratyfy provides a next generation approach to AI-based decision making. Our proprietary transparent technology combines AI-enabled data insights and human understanding to make better, faster decisions at scale, enabling financial institutions to uncover more ways to drive value and accelerate financial inclusion – with less risk.
How they describe their product/innovation: Stratyfy’s UnBias™ allows financial institutions and fintechs to uncover, understand, and undo bias in complex financial decisions that impact the lives of millions. UnBias™ allows users to continuously pinpoint, monitor, and address sources of bias according to specific needs and modeling approaches. Delivered via API, it is part of Stratyfy’s growing suite of transparent ML tools designed to help institutions minimize bias, advance inclusion, and drive risk-adjusted returns.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Ravi Iyer, [email protected]
Press: Luke Lennon, [email protected]
How they describe themselves: TreviPay is the global B2B payments and invoicing network built to optimize trade between buyers and sellers. TreviPay supports B2B commerce by processing $6 billion in transaction volume across 32 countries. TreviPay gives clients the power to offer trade credit as the globally preferred payment method of corporate buyers and sellers.
How they describe their product/innovation: TreviPay’s Small Business Supplier Payments Network (SBSN) allows banks to expand small business product offerings by providing a safe and profitable solution to tap the small business B2B trade credit market. With SBSN, member banks can customize their solution, define and support go-to-market strategies, control and manage risk and set supplier fees, while managing to establish exposure targets, growth rates and profitability. With SBSN, banks can launch without capital investments or technology integrations.
Product distribution strategy: Through financial institutions
Contacts:
Bus. Dev.: Max Almerico (Director of Small Business Sales), [email protected], 504-701-5302
How they describe themselves: Teslar Software, founded in 2008, is a configurable lending process automation platform for community financial institutions. Teslar transforms commercial lending by providing easy access to centralized, relevant information to balance portfolios, optimize profits and help community bankers effectively serve their customers. Named Best Solution for Lending by the 2021 FinXTech Awards, Teslar Software continues to earn their reputation as a top technology provider for community institutions.
How they describe their product/innovation: Teslar’s advanced technology makes it easy for community institutions to offer indirect lending by simplifying, digitizing, and automating the process. Community institutions can easily expand their client base by partnering with local businesses to offer financing options to customers for purchases such as power sports, outdoor equipment, lawn and garden, furniture and more. Banks can extend their presence further into the community and drive more loans back to the institution with minimal work on the front end.
Contacts:
Bus. Dev.: Colin Savells (Senior Account Executive), [email protected], David Hamrick (Senior Account Executive,) [email protected]
Press: Bethany Wood (Marketing Specialist), [email protected]
How they describe themselves: QuickFi increases equipment sales for global manufacturers. QuickFi provides nearly instant, self-service, 24/7 term financing to business equipment buyers. By offering a nearly instant, low-cost, self-service financing option, manufacturers make it easy for creditworthy companies to acquire new business equipment.
QuickFi uses facial recognition, blockchain, AI and the latest mobile and cloud technologies to revolutionize the business equipment financing process.
How they describe their product/innovation: The QuickFi demo shows how a bank can onboard new business customers, authenticate and credit score the new business borrower, and complete a term financing transaction… all in about five minutes. QuickFi provides its bank partners with a white-labeled, self-service mobile equipment financing platform, for less than one-third the cost of legacy systems.
Product distribution strategy: Direct to Business (B2B), Through financial institutions
Contacts:
Bus. Dev.: Bill Verhelle, CEO, [email protected], 239-227-4662
Press: Joseph Vu, SVP Marketing, [email protected], 585-207-0279
How they describe themselves: Rillavoice is an NYC-based startup that came out of the Verizon 5G Labs.
There are billions of face-to-face conversations sales and service reps have with consumers in stores every month. Rilla was founded to turn that gold mine of data into rich insights to help businesses coach their reps and understand their customers better. So that they can create better products, services, and experiences that people want.
Rilla seeks to bring the power of conversation intelligence from the call center to the real world.
How they describe their product/innovation: The Rilla speech analytics is the leading conversation intelligence software for offline sales and service. Think of financial advisors at a physical bank. They talk to customers face to face. From their tablets or desktop workstations, our software records their conversations. It then uses AI to automatically transcribe, analyze and give them feedback on their conversations to help them improve their sales and service.
Product distribution strategy: Direct to Business (B2B)
Contacts:
Bus. Dev. & Press: Sebastian Jimenez, CEO, 786-448-3325, [email protected]
How they describe themselves: Founded in 2019, Skyflow is a data privacy vault built to radically transform how businesses handle their users’ financial, healthcare, and other personal data – the data that powers the digital economy. Inspired by the data vaults that leaders like Apple and Netflix built to handle customer data, Skyflow Data Privacy Vault provides a simple and elegant API, to make it easy to build data privacy into applications and protect sensitive customer data.
How they describe their product/innovation: Skyflow helps financial services companies securely orchestrate sensitive data. We will be demoing how the Skyflow Data Privacy vault can help financial services companies securely collect sensitive data (PII & PCI), store that data within a Skyflow Data Privacy Vault and then exchange it with third party partners (KYC, Credit and Payments) without having to directly handle the sensitive data.
Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms, Licensed
Contacts:
Bus. Dev.: [email protected]
How they describe themselves: Solve Finance automates borrowing solutions. We offer transparent, unbiased advice on all debt types. Solve helps lenders decrease denials by providing actionable recommendations to their users on ways to improve their debt-to-income ratio, pre- or post-denial. Shopping, refinancing, and access to home finance is complicated, and a source of persistent inequality in the US.
How they describe their product/innovation: Solve Finance will be demoing our new Debt Optimizer product. Our borrowing engine combines real time price transparency and enriched credit data with financial intelligence. The Debt Optimizer evaluates all existing debts including student loans, credit cards, mortgages, and auto loans. The product performs optimizations to provide clear actionable recommendations (we can even apply for borrowers within our app) to minimize the monthly cost of debts. This product can be used as a pre- or post- loan denial tool, or as a value-add tool to new users contemplating home purchase.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev. & Press: Sean Hundtofte, CEO & Co-Founder
How they describe themselves: Spave® is the first-ever all-in-one financial wholeness app – a personal ecosystem – that allows users to effortlessly save and give as they spend, increasing their confidence with personal financing.
The app features – purchase tracking and analysis, setting goals, donating to causes, group giving, rewards, and statistics – will provide education to the user on their habits, motivating them to use the app to make more healthy, well-balanced decisions.
How they describe their product/innovation: Current apps address only one aspect of personal financial management: Budget, Save, Invest, Donate or Transfer Funds.
Spave is an all-in-one solution that includes all areas of financial wholeness using micro-payments. Giving back to the community is at the core of our technology. Spave promotes financial wellness, enabling consumers to aggregate and view all their bank accounts (from multiple financial institutions) so that they can track and analyze spending, save for their future, pay down debt, and reach charitable giving goals, all in one app.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
Contacts:
Bus. Dev.: [email protected]
Press: Marketing & PR: [email protected]
