New Session Announcement: The Future of Open Banking and the Transformation of Treasury Management1/14/2022  Open banking is already a reality in the UK and Europe, and it’s only a matter of time before it blossoms in the U.S. market. Fintech stands ready to enable SMBs to reap benefits from ‘open banking,’ revolutionizing treasury management for small and medium businesses by leveraging their cash-on-hand in the same way large corporations do, without the costly overhead.
The right fintech tools can allow SMBs to derive revenue from their cash and turn their financial departments into revenue generators. Fintech will deliver solutions that let SMB CFOs accurately track their cash flow in real-time and monetize short-term cash without having a department full of people dedicated to the task. Treasure CEO Sam Strasser will talk about the potential for fintech to drive open banking, how companies can capitalize on their transaction data, and what value those data have. He will also discuss how open banking can be transformative to ambitious and savvy SMBs in the U.S. and how open banking can supercharge treasury management and boost business growth.
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 TreaSolution is happy to announce that Corcentric will be the Registration Booth Sponsor of the 2022 U.S. Fintech Symposium on May 3rd & 4th in Orlando, Florida. We're thankful for Corcentric's consistent support of the U.S. Fintech Symposium as they are a returning event sponsor from 2021!
Corcentric will be the exclusive sponsor of the conference registration booth and company executives will be delivering a thought-leadership session. Additionally, Corcentric representatives will available at their exhibit booth to answer any questions about their procurement, A/P & A/R solutions. About Corcentric Corcentric helps companies leverage smarter services and technology in three major business areas to reduce operating costs, improve cash flow, and unlock the hidden value within their enterprise: Procurement, Accounts Payable Automation and Billing Solutions. Corcentric helps more than 2,300 companies enhance cash flow quickly through an unmatched combination of software, advisory services, and payments that transform how companies purchase, pay, and get paid.  Presentation Description:
Fueled by the pandemic, consumers are rapidly changing the way they manage their finances, prompting a flurry of emerging fintech solutions. This presentation will focus on key strategies for early stage fintechs to look for when selecting a Bank-as-a-Service partner that will allow for an expedited path to market readiness. Trent will discuss the concept of REAL bank-as-a-Service API platforms that include a full suite of services. Plus, Trent will discuss starting Falls Fintech, the only fintech accelerator program ran by a full-scale, digital payments bank. The Call for Speakers for the 2022 U.S. Fintech Symposium is Open! Submit Your Speaking Topic Today! SYSTRAN Software Becomes A Knowledge + Networking Sponsor of the 2022 U.S. Fintech Symposium12/15/2021  TreaSolution is happy to announce that SYSTRAN Software will be a Knowledge + Networking Sponsor of the 2022 U.S. Fintech Symposium on May 3rd & 4th in Orlando, Florida!
SYSTRAN will be sponsoring a Knowledge + Networking session, speaking at the event and company representatives will be exhibiting so attendees can learn more about their machine translation & translation software. About Systran Software SYSTRAN is the world leader in Machine Translation and translation software. Since 1968, they have pioneered all the key advances in the field, supporting public and private organizations to bridge the language gap. Today, SYSTRAN leverages AI and Deep Learning to help clients meet their customers’ needs in their native language, conquer new markets and streamline their workflows.  TreaSolution is happy to announce that Kiteworks will be the Great Conversations Sponsor of the 2022 U.S. Fintech Symposium on May 3rd & 4th in Orlando, Florida!
Kitworks will be sponsoring four general sessions, speaking at the event and company representatives will be exhibiting so attendees can learn more about their content governance, compliance & protection solutions. About Kiteworks Kitework's mission is to empower organizations to effectively manage risk in every send, share, receive and save of sensitive content. To this end, we created Kiteworks a Content Governance, Compliance, and Protection platform. The platform enables customers to unify, track, control and secure sensitive content moving within, into, and out of their organization to reduce risk exposure and ensure regulatory compliance.
 TreaSolution is happy to announce that Panini will be a Thought-Leadership Sponsor of the 2022 U.S. Fintech Symposium.
Panini will be delivering a session at next year's conference and Panini representatives will be exhibiting at the conference so attendees can learn more about their biometric authentication, payment product and software solutions. About Panini Founded in Turin, Italy, Panini has enabled clients to capitalize on shifts in the global payments processing market for 75 years. Panini has a rich history of innovation, resulting in market leading solutions based on state-of-the-art engineering and ISO 9001 quality certified production. Panini improves customer efficiency and fraud prevention via trusted and innovative technologies for check truncation and secure identity. The company’s scalable check capture systems address the complete range of distributed capture opportunities, resulting in the world’s largest deployed base of scanners, and their expanding portfolio of secure identity technologies includes reliable, user-friendly options for identity verification and authentication. Panini operates on a global scale, and has a direct subsidiary in Dayton (OH), USA to cover strategic North American markets. For more information visit: www.panini.com. CallMiner Becomes the Work Lounge Sponsor of the 2022 U.S. Fintech Symposium in Orlando, Florida11/8/2021  TreaSolution is happy to announce that CallMiner will be the exclusive Work Lounge Sponsor of the 2022 U.S. Fintech Symposium in Orlando. CallMiner's sponsorship will help provide a dedicate workspace at the U.S. Fintech Symposium for attendees to check in with colleagues, conduct Zoom meetings, answer emails and more! CallMiner will also be demonstrating their industry thought-leadership by delivering a session at this year's conference. Additionally, CallMiner's representatives will be exhibiting at the conference so attendees can learn more about their powerful conversation analytic platform! About CallMiner CallMiner is the global leader in conversation analytics to drive business performance improvement. Powered by artificial intelligence and machine learning, CallMiner delivers the industry’s most comprehensive platform to analyze omnichannel customer interactions at scale, allowing organizations to interpret sentiment and identify patterns to reveal deep understanding from every conversation. By connecting the dots between insights and action, CallMiner enables companies to identify areas of opportunity to drive business improvement, growth and transformational change more effectively than ever before. CallMiner is trusted by the world’s leading organizations across retail, financial services, healthcare and insurance, travel and hospitality, and more. To learn more, visit CallMiner.com, read the CallMiner blog, or follow us on Twitter, LinkedIn and Facebook.   TreaSolution is happy to announce that Coviant Software will be an Event Exhibitor Sponsor of the 2022 U.S. Fintech Symposium!
Coviant Software's representatives will be available for meetings so attendees can learn more about their powerful Managed File Transfer software! About Coviant Software Founded in 2004, Coviant Software delivers Managed File Transfer software that integrates smoothly with business processes, so you can more easily automate and control secure file transfer processes while reducing business risk. Diplomat Managed File Transfer software is built on industry standards, such as OpenPGP, secure FTP (SFTP and FTPS), SMTP, and SQL, to slip painlessly into your IT infrastructure. And, when technical problems with secure file transfers crop up, Diplomat Managed File Transfer software gives file transfer administrators the tools to resolve them quickly before they become business issues. Coviant Software solutions improve the productivity of file transfer administrators. With other solutions, file transfer experts must painstakingly program each step in a secure file transfer job using events, triggers, and do loops. Diplomat Managed File Transfer software uses Intelligent File Transfer™ design with embedded secure file transfer logic, so file transfer experts can quickly design and deploy file transfer jobs. And, better design means fewer errors and less time spent troubleshooting failed transfers.  Happy 2022 Event Marketing Budgeting Season!
Sponsorship packages for the U.S. Fintech Symposium have been published on our website: https://www.fintechsymposium.com/sponsorship-opportunities.html Most of U.S. Fintech Symposium sponsorship packages include 1-on-1 meeting facilitation, high-profile branding opportunities, thought-leadership opportunities, executive activation and more! Furthermore, TreaSolution looks forward to hosting TWO U.S. Fintech Symposium's in 2022:
If you would like to schedule a 30-minute zoom meeting to learn more, please visit: https://calendly.com/usfs/30min Thank you!  The Call for Speakers is open for the 2022 U.S. Fintech Symposium being held in Orlando, Florida on May 3rd & 4th, 2022.
We are seeking speaking proposals from fintech thought-leaders who are interested in sharing their experiences, best practices, case-studies and/or research. There are two speaking options: 1.) a 50-minute presentation and/or 2.) a panel discussion. The ideal speaker will have extensive industry experience and be willing to share information about their session and the conference on social media. Learn more at: https://www.fintechsymposium.com/call-for-speakers.html  TreaSolution is proud to announce that Live Earth will be a Event Exhibitor Sponsor of the 2022 U.S. Fintech Symposium. Live Earth representatives will be available for meetings so attendees can learn more about their Real-Time Awareness Platform.
About Live Earth Live Earth is a data synchronization tool that seamlessly fuses together millions of real-time data sources and time series data onto an intuitive, interactive data visualization map. The platform provides an increased level of business intelligence visualization with real-time alerts to critical situations allowing organizations to respond quickly, increasing safety and improving operational effectiveness. By stitching together data from multiple sources, sensors and systems that include business indicators, internal and external data sources, weather, traffic cameras, IoT devices, transportation, video management and more, organizations are able to make better decisions with increased awareness and insights like never before. Additional data systems include surveillance systems, location aware sensors, cameras, drones, microsats, connected vehicles and more. Live Earth's business intelligence tool breaks down your data silos, consolidates the information, eliminates the noise through configurable alerts, and displays your data on one operational view, giving you the actionable knowledge you need to act fast.  TreaSolution is happy to announce that the next U.S. Fintech Symposium will be held at the Rosen Centre Hotel in Orlando, Florida! Early "No Risk" Registration is currently available. Interested in becoming a sponsor of the U.S. Fintech Symposium? Our new sponsorship packages are published on our website. We'd be happy schedule a zoom meeting to discuss the benefits of sponsoring the U.S. Fintech Symposium in more detail.
 TreaSolution is happy to announce that Box will be the exclusive Fintech Playback Sponsor of the 2021 U.S. Fintech Symposium. Box's sponsorship will help enable the recording and posting of conference session on FintechSymposium.com. Further, Box will be demonstrating their industry thought-leadership by delivering a sessions at this year's conference titled, "Challenges and Opportunities When Using Cloud Solutions for Client Onboarding Services."
About Box Box (NYSE:BOX) is a leading cloud content management platform that enables organizations to accelerate business processes, power workplace collaboration, and protect their most valuable information, all while working with a best-of-breed enterprise IT stack. Founded in 2005, Box simplifies work for 69% of the Fortune 500, including AstraZeneca, General Electric, JLL, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. To learn more about Box, visithttp://www.box.com.  TreaSolution is happy to announce that OpenSymmetry will be a Thought-Leadership Sponsor of the 2021 U.S. Fintech Symposium. OpenSymmetry will be demonstrating their industry thought-leadership by delivering a sessions at this year's conference titled, "Common Mistakes / Pitfalls When Automating Incentive Compensation Programs for Fintechs & Financial Services." Further, OpenSymmetry's representatives will be available so attendees can learn more about their Sales Performance Management technology consulting services.
About OpenSymmetry OpenSymmetry enables clients to achieve greater operational efficiency and get better sales results. OpenSymmetry is a global consulting company specializing in the planning, implementation, and optimization of industry leading technology suppliers of sales performance management solutions.  Blog Post Authors: Sarah Sargent & Andrew Spillane from Godfrey & Kahn The benefits of start-up financial technology companies partnering with established market participants, such as banks, credit unions, and finance companies, are endless. Yet, the conservative and risk-averse nature of financial institutions and the agencies regulating them can hinder innovative partnerships with fintech. In contrast to a software developer’s typically more nimble approaches, a regulated financial institution’s project plan can be thorough, lengthy, and cautious:
when negotiating financial technology contracts and strategies to resolve them. Tackling each issue will help fintech and financial intuitions forge successful partnerships. Clearly Define Expectations  This issue gets to the core issues of how the relationship will be conceptualized and implemented. The agreement should address issues such as:
Confidentiality and Information Security are CriticalWhen handling customer information, confidentiality and information security will be critical. Regulators have started emphasizing the value of the FFIEC cybersecurity assessment tool (“CAT”), with some examiners requiring their institutions to meet specified maturity levels. Even for digitally native fintech companies, these requirements can be highly perspective. With the right negotiation approach, fintech companies can sell the institution on what protocols they currently have in place and the means by which the protocols are tested, and then the institution can make a risk-based decision regarding the security procedures to prioritize. Determine Appropriate Ownership and Permissions around Intellectual Property The parties will need to document the ownership and use of intellectual property. Typically, the fintech company owns the intellectual property and the institution has a limited license to use it. But, when fintech solutions are jointly developed, this discussion becomes more complicated. A fintech company, particularly a smaller, less diversified startup, will need to retain ownership or other rights in the intellectual property to ensure freedom to market the product to others. The institution, by contrast, will see resale of the jointly developed intellectual property as an opportunity for their competitors to benefit from their investment or, if the fintech retains ownership, an opportunity to prevent the institution from marketing a similar product to its customer after the contract ends. The parties may therefore negotiate exclusivity provisions with reasonable boundaries around time, geography, and scope and license provisions with specific permissions around use. Negotiate Appropriate Risk Allocations The parties will need to negotiate appropriate risk allocations. This can be done through warranties, limits on liability, and indemnification provisions. This is especially important when a fintech company is providing a product the institution then markets to its customers. Since the institution is ultimately responsible for the acts of its third party service providers in the eyes of the regulators, it will look to its service providers to share in the responsibility should issues arise. At the same time, liability exposure can result in revenue recognition issues or, worse, the potential for a single customer relationship to put the company’s long-term viability at risk. Well-drafted warranties, limits on liability provisions, and indemnification provisions can protect the fintech company, while providing protection to the financial institution for certain higher risk priorities, like intellectual property infringement, security breaches, and serious instances of misconduct. Don’t Underestimate the “Check the Box” Provisions Typically, institutions include routine, “check the box” issues under institutions’ vendor management policies that are not often controversial. These provisions often include language that the fintech company will comply with ongoing due diligence monitoring requests, submit to the oversight and information requests of an institution’s examiners, and in the case of banks acting as federal contractors, equal opportunity clauses. These miscellaneous provisions are important from a regulatory perspective and should not be overlooked. These issues, and more, will be discussed in-depth by Andrew Spillane and Sarah Sargent at their 2021 U.S. Fintech Symposium session titled, "How To Get To Yes: Managing Contract Negotiation in Fintech." Blog Post Authors: |
| Great news! The 2021 U.S. Fintech Symposium will be held at the Rosen Centre in Orlando, Florida! The new conference venue will provide attendees with larger meeting rooms, exhibit hall and networking spaces. The conference dates will remain the same: September 23rd & 24th. Early registration is still available for a limited time. Register today! | |
TreaSolution is happy to announce that LiveVox will be the exclusive Networking Lounge Sponsor of the 2021 U.S. Fintech Symposium. LiveVox's sponsorship will help provide a dedicate space at the U.S. Fintech Symposium to help foster professional networking.
LiveVox will also be demonstrating their industry thought-leadership by delivering a session at this year's conference. Additionally, LiveVox's representatives will be exhibiting at the conference so attendees can learn more about their next-generation contact center platform and more!
About LiveVox
LiveVox is the only one-stop-shop for true omnichannel engagement that unifies modern channels, CRM, and WFO functionality into a single cloud customer engagement platform to optimize the customer experience in today’s digital age. Facilitating over 14B interactions annually, LiveVox makes omnichannel easy by unifying all conversations and interactions in one place. With new features released quarterly, LiveVox remains at the forefront of cloud contact center innovation. Supported by over 450 employees and rapidly growing, we are headquartered in San Francisco with offices in Atlanta, Denver, Bangalore, and Colombia.
To learn more, visit LiveVox.com or email us at info@livevox.com.
LiveVox will also be demonstrating their industry thought-leadership by delivering a session at this year's conference. Additionally, LiveVox's representatives will be exhibiting at the conference so attendees can learn more about their next-generation contact center platform and more!
About LiveVox
LiveVox is the only one-stop-shop for true omnichannel engagement that unifies modern channels, CRM, and WFO functionality into a single cloud customer engagement platform to optimize the customer experience in today’s digital age. Facilitating over 14B interactions annually, LiveVox makes omnichannel easy by unifying all conversations and interactions in one place. With new features released quarterly, LiveVox remains at the forefront of cloud contact center innovation. Supported by over 450 employees and rapidly growing, we are headquartered in San Francisco with offices in Atlanta, Denver, Bangalore, and Colombia.
To learn more, visit LiveVox.com or email us at info@livevox.com.