Comarch

Highlights of This Year’s Inc. 5000

Highlights of This Year’s Inc. 5000
By Julie Muhn (@julieschicktanz) Posted on
Categories: Acuity Systems, Alkami Technology, CardFlight, Cardlytics, Comarch, defi Solutions, Emailage, Featurespace, Feedzai, Fenergo, Finastra, HelpMyCash, Innofis, Interactions, Kalixa, Kantox, Lighter Capital, Passport, Quadient, SeedInvest, SumUp, Tango Card, True Potential, Trustly, Unison, VATBox, WealthForge, Zopa

Inc. has once again released its lists of the fastest-growing 5,000 private companies in the U.S. and Europe this week. A total of 13 Finovate alums made the U.S. list and 14 earned spots on the Europe list. To qualify*, companies were required to be privately-owned and independent.

Inc. 5,000 U.S.

The 5,000 companies on this year’s list collectively generated more than $206 billion in revenue. Here are the 13 Finovate alums that made the cut this year:

SeedInvest

  • Rank: 117
  • 2017 revenue: $4.7 million
  • 3-year growth: 33.8x
  • Founded: 2013
  • Employees: 30
  • Ranked number 4 in top financial services companies

SeedInvest demoed at FinovateSpring 2013.

Cardflight

  • Rank: 139
  • 2017 revenue: $5.1 million
  • 3-year growth: 29x
  • Founded: 2009
  • Employees: 192
  • Ranked number 5 in top financial services companies

CardFlight demoed at FinovateSpring 2013.

Alkami technology

  • Rank: 284
  • 2017 revenue: $26.8 million
  • 3-year growth: 17x
  • Founded: 2009
  • Employees: 299
  • Ranked number 10 in top Dallas companies

Alkami debuted under the name iThryv at FinovateSpring 2009.

Passport

  • Rank: 389
  • 2017 revenue: $12.3 million
  • 3-year growth: 12.6x
  • Founded: 2010
  • Employees: 96
  • Ranked number 4 in top Charlotte companies

Passport demoed at FinovateEurope 2016.

Emailage

  • Rank: 625
  • 2017 revenue: $16.6 million
  • 3-year growth: 8x
  • Founded: 2012
  • Employees: 79
  • Ranked number 6 in top security companies

Emailage demoed at FinovateSpring 2015.

Lighter Capital

  • Rank: 776
  • 2017 revenue: $11.9 million
  • 3-year growth: 6.5x
  • Founded: 2010
  • Employees: 39
  • Ranked number 11 in top Seattle companies

Lighter Capital demoed at FinovateFall 2013.

Tango Card

  • Rank: 912
  • 2017 revenue: $17 million
  • 3-year growth: 5.4x
  • Founded: 2009
  • Employees: 80
  • Ranked number 14 in top Seattle companies

Tango Card demoed at FinovateFall 2016.

WealthForge

  • Rank: 932
  • 2017 revenue: $8.9 million
  • 3-year growth: 5.3x
  • Founded: 2009
  • Employees: 29
  • Ranked number 6 in top Richmond, VA companies

WealthForge demoed at FinovateSpring 2016.

Unison

  • Rank: 1048
  • 2017 revenue: $2.3 million
  • 3-year growth: 4.7x
  • Founded: 2014
  • Employees: 10
  • Ranked number 4 in top Detroit companies

Unison demoed at FinovateFall 2017.

Acuity Systems

  • Rank: 1107
  • 2017 revenue: $12.6 million
  • 3-year growth: 4.5x
  • Founded: 2010
  • Employees: 26

Acuity Systems demoed at FinovateEurope 2013.

defi SOLUTIONS

  • Rank: 1176
  • 2017 revenue: $14.6 million
  • 3-year growth: 4.1x
  • Founded: 2012
  • Employees: 80

defi SOLUTIONS demoed at FinovateSpring 2014.

Interactions

  • Rank: 1550
  • 2017 revenue: $92.9 million
  • 3-year growth: 3x
  • Founded: 2004
  • Employees: 413

Interactions demoed at FinovateSpring 2014.

Cardlytics

  • Rank: 2886
  • 2017 revenue: $130.4 million
  • 3-year growth: 1.4x
  • Founded: 2008
  • Employees: 342

Cardlytics demoed at FinovateFall 2014. The company went public early this year.

Inc. 5,000 Europe

This is the fourth year in a row Inc. has ranked European countries. The rankings are based on three-year revenue growth. Here are the 14 Finovate alums that earned a spot on the list, including SumUp, which took the number one slot:

SumUp

  • Rank: 1
  • 2016 revenue: $63.7 million (€56 million)
  • 3-year growth: 143.7x
  • Founded 2011
  • Employees: 500

SumUp demoed at FinovateEurope 2013.

VATBox 

  • Rank: 91
  • 2016 revenue: $6.9 million (€6.1 million)
  • 3-year growth: 25x
  • Founded 2012
  • Employees: 140

VATBox demoed at FinovateEurope 2015.

Kantox 

  • Rank: 390
  • 2016 revenue: $4.9 million (€4.3 million)
  • 3-year growth: 12x
  • Founded 2011
  • Employees: 73

Kantox demoed at FinovateEurope 2013

HelpMyCash

  • Rank: 699
  • 2016 revenue: $2.96 million (€2.6 million)
  • 3-year growth: 8.3x
  • Founded 2007
  • Employees: 16

HelpMyCash demoed at FinovateEurope 2011.

Featurespace 

  • Rank: 901
  • 2016 revenue: $3.41 million (€3 million)
  • 3-year growth: 7x
  • Founded 2005
  • Employees: 62

Featurespace demoed at FinovateFall 2016.

Kalixa Payments 

  • Rank: 918
  • 2016 revenue: $42.3 million (€37.2 million)
  • 3-year growth: 7x
  • Founded 2008
  • Employees: 112

Kalixa demoed at FinovateEurope 2013.

Zopa

  • Rank: 1314
  • 2016 revenue: $46.3 million (€40.7 million)
  • 3-year growth: 5.4x
  • Founded 2004
  • Employees: 188

Zopa demoed at FinovateSpring 2008.

Feedzai

  • Rank: 1330
  • 2016 revenue: $13.8 million (€12.1 million)
  • 3-year growth: 5.4x
  • Founded 2008
  • Employees: 68

Feedzai demoed at FinovateEurope 2014.

Trustly

  • Rank: 1344
  • 2016 revenue: $36.7 million ( €32.3 million)
  • 3-year growth: 5.4x
  • Founded 2008
  • Employees: 83

Trustly demoed at FinovateEurope 2017.

Fenergo

  • Rank: 1882
  • 2016 revenue: $33.8 million ( €29.7 million)
  • 3-year growth: 3.8x
  • Founded 2012
  • Employees: 183

Fenergo demoed at FinovateEurope 2012.

Innofis

  • Rank: 2452
  • 2016 revenue: $8.2 million (€7.2 million)
  • 3-year growth: 2.6x
  • Founded 2012
  • Employees: 69

Innofis demoed at FinovateEurope 2016.

Quadient France 

  • Rank: 2966
  • 2016 revenue: $8.9 million (€7.8 million)
  • 3-year growth: 1.8x
  • Founded 2007
  • Employees: 21

Quadient demoed at FinovateEurope 2018.

True Potential

  • Rank: 3233
  • 2016 revenue: $88.5 million (€77.8 million)
  • 3-year growth: 1.5x
  • Founded 2007
  • Employees: 234

True Potential demoed at FinovateFall 2014.

Comarch

  • Rank: 4954
  • 2016 revenue: $35.6 million (€31.3 million)
  • 3-year growth: 59%
  • Founded 1978
  • Employees: 148

Comarch demoed at FinovateEurope 2017.

*Companies on the 2018 Inc. 5000 are ranked according to percentage revenue growth from 2014 to 2017. To qualify, companies must have been founded and generating revenue by March 31, 2014. They must be privately held, for-profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2017. (Since then, some on the list have gone public or been acquired.) The minimum revenue required for 2014 is $100,000; the minimum for 2017 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.

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Finovate Alumni News

By David Penn Posted on
Categories: ACI Worldwide, Cardlytics, Chain.com, Comarch, Finastra, Gusto, Hydrogen, Hyperwallet, Passport, PayPal, Quadient, TransferWise

On Finovate.com

  • TransferWise Helps Monzo Clients Send Money Abroad.
  • Hydrogen Takes Top Honors at Fintech Awards Luxembourg 2018.
  • Gusto Launches Flexible Pay, Turning Payday into Any Day.

Around the web

  • The Paypers interviews Comarch product development manager Bartłomiej Wójtowicz.
  • ACI Worldwide VP of Merchant Payments for Europe Andy McDonald discusses the future of real-time payments.
  • PYMNTS.com takes a look at PayPal’s acquisition of Hyperwallet.
  • Quadient announces availability of Quadient Inspire R12.
  • Passport powers mobile parking app for University of Illinois.
  • Finastra to sell its Collateral Management Corporation (CMS) business to Teranet.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By David Penn Posted on
Categories: Comarch, DriveWealth, Finastra, Insuritas, Kofax, Micronotes, nCino, Symbiont, Temenos

On Finovate.com

  • DriveWealth Closes $21 Million in Funding.
  • Symbiont Brings the Blockchain to Mortgagetech in New Partnership with Raneiri Partners.
  • Micronotes to Scale AI-Enabled Marketing Platform with $3 Million in Funding.

Around the  web

  • nCino appoints James Peverell as General Manager, EMEA, and Hali Kahn as Regional Vice President.
  • Finastra named a Category Leader in the Chartis Hedge Fund Risk Management Quadrant in the Hedge Fund Risk Management Technology 2018 report.
  • Comarch wins award from the Italy Protection Forum for innovation in digital transformation of insurance companies.
  • Insuritas to power digitally powered insurance agency for Priority Bank.
  • Kofax reports that 50% of top U.S. life insurers leveraging TotalAgility.
  • Temenos tables takeover of Fidessa.
  • FierceCEO features DefenseStorm CEO Sean Feeney.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By David Penn Posted on
Categories: BBVA, Comarch, IBM, Juvo, Lighter Capital, NuCypher, Prosper, Sberbank, Sureify

On Finovate.com

  • NuCypher and Sureify Earn Finalist Spots at Startup Battlefield, MetLife’s Collab.

Around the web

  • Mobile identity scoring innovator Juvo appoints Prosper president Ron Suber as strategic advisor.
  • BBVA unveils new chatbot providing basic financial information over Facebook and Telegram.
  • IBM opens the doors on its Blockchain Founder Accelerator program for blockchain startups.
  • Spanish tax agency, AEAT, certifies Comarch’s Accounts Payable solution.
  • Puget Sound Business Journal Features Lighter Capital.
  • NuCypher wins finalist spot at Disrupt NY 2017’s Startup Battlefield.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Women on the Finovate Stage

Women on the Finovate Stage
By Julie Muhn (@julieschicktanz) Posted on
Categories: Avoka, Comarch, CREALOGIX, Dorsum, ebankIT, EyeVerify, GainX, Horizn, ICAR, ITSector, Mitek, nCino, Swaper, Trustly, Wealthify, Xignite

IMG_0245

There are plenty of things about fintech worth celebrating, but today, in honor of International Women’s Day, we’re giving three cheers to the women in fintech!

We’re taking a special look at our most recent show, FinovateEurope, where 23% of the presenting companies were represented by a woman on stage. That’s a 50% increase from 2015, where 15% of the companies had female speakers, and a huge leap from our first event in 2007 with zero (see note 1).

So here’s to progress. And here’s to the women of FinovateEurope:

32788038942_c2729d68a6_k

 

Avoka

Hali Khan, Director, Business Development

FinovateEurope 2017 demo

 

Comarch32557320060_70d77af3b9_k

Paulina Powązka, Sr. Business Solutions Consultant

FinovateEurope 2017 demo

 

 

32820931681_828e7dd8c5_kCREALOGIX

Eszter Vass, Sr. Product Strategy & Presales Consultant

FinovateEurope 2017 demo

 

 

32127498153_4deaa0daa3_kDorsum

Reanta Stein, Business Development Director

FinovateEurope 2017 demo

 

 

32125161023_bd3fcd33fc_kebankIT

Diana Winstanley, Business Developer

FinovateEurope 2017 demo

 

 

EyeVerify32897433676_705b34c70a_k

Tinna Hung, Director, Marketing

FinovateEurope 2017 demo

 

 

GainX32095319534_c74f64b4a0_k

Angelique Mohring, CEO & Founder

FinovateEurope 2017 demo

 

 

32941951805_df728e49ca_kHorizn

Janice Diner, CEO, Founding Partner

FinovateEurope 2017 demo

 

 

32101776544_1a81530055_kICAR

Mariona Campmany, CMO

FinovateEurope 2017 demo

 

 

32817663591_701759d35e_kITSector

Patricia Soares, Business Developer

FinovateEurope 2017 demo

 

 

32818219881_3de81c5c45_kMitek

Sarah Clark, General Manager, Identity

FinovateEurope 2017 demo

 

 

nCino32938680835_d7718ef69a_k

Trisha Price, EVP, Product Development & Engineering

FinovateEurope 2017 demo

 

 

32096274924_726ee8aa51_kSwaper

Iveta Brūvele, CEO, and Elīna Rasmane, COO

FinovateEurope 2017 demo

 

 

32564257000_54aea26b27_kTrustly

Märta Viberg, Head of Product & Consumer Risk

FinovateEurope 2017 demo

 

 

32786393702_06824485c4_kWealthify

Michelle Pearce, Co-Founder and Chief Investment Officer

FinovateEurope 2017 demo

 

 

32942531505_6dd568debc_kXignite

Vanessa Gatihi, Global Head, Customer Success

FinovateEurope 2017 demo

 

 

giphy

Editor’s Note: While sadly it’s true that no women were on stage during the 20 demos of the first Finovate. One company, iPay Technologies, was founded by Dana Bowers, but she chose not to speak that day. And Finovate might not even exist if it wasn’t for Melanie Flanagan, then Marketing Manager at Yodlee (also co-founded by a woman), who was the first person to agree to demo. Finally, Susan Hawkins, then SVP at Metavante, was instrumental in getting both her company and Monitise on stage. So there you have it, woman called the shots for at least 20% of Finovate v1.0’s content, even if they ended up delegating the on-stage pitching to men. Thanks Melanie, Dana and Susan! — Jim Bruene, Founder

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Top Business-to-Business Wealth Tech Players

Top Business-to-Business Wealth Tech Players
By Julie Muhn (@julieschicktanz) Posted on
Categories: additiv, Advisor Software, Bambu, BaseVenture, BondIT, Capital Preferences, Capitali.se, Comarch, DarcMatter, eMoney Advisor, Envestnet, EquityZen, ForwardLane, Heckyl Technologies, HedgeCoVest, InvestGlass, iQuantifi, meetinvest AG, mydesq, Novabase, Polly Portfolio, PsychSignal, RightCapital, StockViews, STRATiFi, Totum Wealth, Trizic, Venovate, WealthForge, Wealthtech, Xignite

wealthtech4

If you’ve been following our series on wealth tech, you’ve seen our analysis of the industry as a whole, a review of the top trends, and an examination of B2C wealth tech players.

Our wealth tech coverage continues this week with a review of business-to-business (B2B) players in the wealth tech space. These are companies that cater directly to banks, advisors, or brokerages, instead of offering products or services directly to consumers. B2B wealth tech is a large category, so I’ve sub-divided it into four digestible groups and listed my top picks for each category. Since category sizes vary, the number of selections also varies.

Alternative investment services
These are platforms that help advisors connect clients with unconventional investment types, such as private equity, hedge funds, futures, real estate, etc.

Screen Shot 2017-01-19 at 11.44.57 AMEquityZen’s EZ Institutional lets advisors give clients access to a diverse asset class

Technology for advisors and brokerages
These are tools available via API, SDK, or web interface to help advisors compete with robo advisors by allowing them to invest with less bias, increase client communication, scale operations, find new clients, and more.

Screen Shot 2017-01-19 at 11.40.41 AMTrizic offers advisors their own digital tools to compete with robo advisors

Non-U.S. B2B investment and advisor technology
Similar to the above category, these companies offer tools for advisors outside of the U.S.

Screen Shot 2017-01-19 at 11.30.52 AMmeetInvest helps advisors invest like world-renowned market experts

News and Information Companies
These are online platforms, APIs, or SaaS offerings that provide advisors market information, show them trending news, or connect businesses with market data to power their own products.

Screen-Shot-2016-10-31-at-3.22.22-PMForwardLane’s dashboard acts like a private research analyst for advisors advisors, helping them stay current on new trends and funds

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FinovateEurope Sneak Peek: Comarch

FinovateEurope Sneak Peek: Comarch
By David Penn Posted on
Categories: Comarch, FinovateEurope 2017, FinovateEurope 2017 Sneak Peek

comarch_homepage_january2017

FE2017-V2-wdateA look at the companies demoing live at FinovateEurope on the 7 and 8 of February 2017 in London. Pick up your tickets today and save your spot.

Comarch Financial Services provide state-of-the-art software for major financial institutions from insurance, banking, and capital markets.

Features

  • Banking and managing wealth within a car
  • Natural language conversation with a bot
  • Visual aids on car consoles

Why it’s great
Time-saving conversational AI for banking and managing wealth in the secure and private environment of a car.

comarch_maciejwolanskiPresenters

Maciej Wolański and Head of R&D
Wolanski is combining his strong technical background as a developer and architect with vast knowledge of financial services for which he was working for last ten years in multiple countries.
LinkedIn
comarch_paulinapowazka_newPaulina Powązka, Senior Business Solutions Consultant
After starting her career in one of the major international financial institutions, Powazka joined Comarch to be a part of the retail digital banking team.

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: App Annie, BlueVine, Comarch, CrowdProcess, Efigence, Experian, FIS, Gusto, Insuritas, MoneyHub, Moonraft Innovation Labs, PayPal, Token, TransferTo

On Finovate.com

  • Finovate Debuts: Moonraft Innovation Labs

Around the web

  • Huron Community Bank of Michigan to leverage Insuritas to launch insurance agency.
  • Experian partners with reporting and analytics platform dv01 to enable dv01 clients to access to richer borrower credit attributes.
  • FIS teams with Verifone to enable consumers to pay at the point of sale using loyalty points linked to a credit or debit card.
  • Business Insider names Gusto, App Annie, and BlueVine as 3 startups to bet your career on in 2017.
  • Token announces strategic partnership with VirtusaPolaris.
  • TransferTo to provide bridge linking between EcoCash and Mama Money mobile money services.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By David Penn Posted on
Categories: Agreement Express, Backbase, Comarch, DAVO Technologies, eMoney Advisor, InComm, Luxoft, Nostrum Group, Nubank, Qumram, Scalable Capital, True Potential, Zopa

On Finovate.com

  • “Roots Rock: eMoney Advisor Reports Breakout Revenue Metrics for 2016″
  • Check out this week’s “FinDEVr APIntelligence”
  • “Nubank Raises $80 Million in Series D Funding”
  • “Finovate Debuts: Agreement Express Helps Advisers Offer Non-Intrusive Onboarding”

Around the web

  • Nostrum CFO Neil Warman re-elected to Confederation of British Industry (CBI) regional board.
  • Qumram wins 2016 Private Banking International (PBI) award for Outstanding Front-End Digital Solutions Provider.
  • Ovum recognizes Backbase as digital banking platform market leader.
  • Comarch partners with TrustWeaver to make e-invoicing cross-border compliant.
  • True Potential listed in the Deloitte Technology Fast 500 EMEA for the fourth consecutive year.
  • Fundable profiles DAVO’s funding since its 2011 launch and its milestone of 800 clients.
  • Orca Money interviews Scalable Capital CEO Adam French.
  • Luxoft wins Best Enterprise Systems Integrator in Constellation Research’s 2016 Enterprise Awards.
  • Zopa takes home two awards at the AltFi Awards and wins Best P2P Lending Platform at the F5 Awards.
  • InComm partners with MOL Global to launch PlayStation Network prepaid products to be distributed through 7-Eleven stores in Indonesia.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By David Penn Posted on
Categories: Cachet Financial Solutions, Comarch, Concur, D3 Banking, EyeVerify, FIS, Marketsmojo, Moven, Realty Mogul, Symbiont, Trunomi, Tuition.io

On Finovate.com

  • “Finovate, FinDEVr Alums Earn AWS Financial Services Competency Status”

Around the web

  • FIS and Trunomi team up to build a data protection solution to help FIs comply with new EU regulations.
  • PYMNTS.com looks at Concur and its partnership with China DataCom Corporation.
  • Comarch to integrate EyeVerify into its Smart Finance and Corporate Banking solutions.
  • FinDEVr alum Symbiont hires Dr. Lisa Yin as new chief security officer and chief cryptographer.
  • D3 Banking adds more than a million users to its digital banking platform.
  • Hypepotamus interviews CTO Amala Duggirala, Kabbage’s new chief technology officer.
  • Cachet Financial Solutions develops new prepaid banking platform for CereTel.
  • Tuition.io wins 2016 Best In Biz Awards.
  • Financial Brand: Moven promotes financial health with ‘Smart Savings Account’
  • RealtyMogul.com unveils new lower minimum of $1,000 for investment in its online REIT, MogulREIT I.
  • Business Standard profiles MarketsMojo and its algorithm-based approach to stock market analysis.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: Ayasdi, ayondo, BBVA, Buzz Points, Comarch, FIS, Fiserv, Guardian Analytics, Ignite Sales, Infosys, LendingRobot, Lighter Capital, Markit, Plaid, Realty Mogul, Signifyd, Temenos, Twilio, VoicePIN, WorkFusion, Zopa

On Finovate.com

  • “Social Trading Company ayondo Appoints New CFO Prior to Reverse Takeover IPO”
  • “Ignite Sales Taps Ex-Fiserv SVP as New CEO”
  • “VoicePIN Launches New SaaS Model for SMEs”
  • “Realty Mogul Reaches $200 Million in Funded Real Estate Transactions”

Around the web

  • Markit adds Federal Republic of Germany to derivatives trade-management service.
  • FIS introduces Banking by Appointment with TimeTrade.
  • Zopa partners with UNSHACKLED.com to offer cell phone financing.
  • RegTech event sponsored by BBVA features presentation by Ayasdi.
  • Infosys wins five-year contract with Commerzbank.
  • Temenos welcomes new core banking client, BMO Asia Pacific.
  • Fiserv adds ten years to its loan processing, private-label credit partnership with John Deere Financial.
  • Buzz Points and Xtend partner to provide new loyalty rewards program to credit unions.
  • Bloomberg features TradeSafe, a distributed ledger from Standard Chartered and DBS Group that uses Ripple.
  • eSignLive unveils new UX featuring responsive design.
  • TechCrunch column on APIs features Signifyd, Plaid, and Twilio.
  • The Law of Startups interviews B.J. Lackland, Lighter Capital CEO.
  • WorkFusion earns recognition from Gartner in its “Cool Vendors in Smart Machines” 2016 report.
  •  Guardian Analytics introduces a certification program to help fraud examiners become familiar with the Guardian Analytics platform.
  • Crowdfund Insider interviews Emmanuel Marot, LendingRobot CEO.
  • Comarch launches prototype of wealth management app for virtual reality.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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FinovateSpring Sneak Peek: Comarch

FinovateSpring Sneak Peek: Comarch
By David Penn Posted on
Categories: Comarch, FinovateSpring 2016, FinovateSpring 2016 Sneak Peek

Comarch_homepage_Apri2016

FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals on May 10 & 11. Register today.

Comarch is a leading software house in Europe. Comarch Wealth Management is, in turn, a solution allowing banks to devise investment strategies fully aligned with their clients’ needs and objectives.

Features:

  • Consolidation of key data on all assets belonging to affluent individuals or families
  • Personalized financial planning and investment advisory in one powerful app
  • A whole new customer experience

Why it’s great
It significantly assists financial institutions in letting clients stay in control of their assets (and never lose sleep over losing them out of sight).

Presenters

Comarch_JFilipiakJerry Filipiak, CEO and Chairman of the Board
CEO of Comarch Inc. and founder of SoInteractive, Filipiak has studied at Virgina Tech and Cornell University. His passion lies in theoretical computer science.
LinkedIn

 

 

Comarch_DianaChinDiana Chin, Human Resources and Operations, New York City
Chin served in telecommunications before joining Comarch Inc. and becoming an integral part of their New York operational team.
LinkedIn

 

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