 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.
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 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.
TreaSolution is happy to announce that Panini will be the exclusive Healthy Event Sponsor of the 2021 U.S. Fintech Symposium. Panini's sponsorship will help provide access to hand sanitation stations, a temperature station along with facemasks for conference attendees.
Panini will be demonstrating their industry thought-leadership by delivering a session at this year's conference. Additionally, Panini's representatives will be exhibiting at the conference so attendees can learn more about their 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.
Panini will be demonstrating their industry thought-leadership by delivering a session at this year's conference. Additionally, Panini's representatives will be exhibiting at the conference so attendees can learn more about their 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.
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TreaSolution is happy to announce that Avaya will be the exclusive Technology Leadership Sponsor of the 2021 U.S. Fintech Symposium. Avaya's sponsorship will help provide the technology needed to operate a successful conference.... specifically the event app and high-speed Wi-Fi access. Avaya will be demonstrating their industry thought-leadership by delivering a sessions at this year's conference. Additionally, Avaya representatives will be exhibiting at the conference so attendees can learn more about their digital communications solutions such as the Avaya OneCloud ecosystem and its solutions.
About Avaya
Businesses are built by the experiences they provide, and every day millions of those experiences are delivered by Avaya Holdings Corp. (NYSE: AVYA). Avaya is shaping what's next for the future of work, with innovation and partnerships that
deliver game-changing business benefits. Avaya's cloud communications solutions and multi-cloud application ecosystem power personalized, intelligent, and effortless customer and employee experiences to help achieve strategic ambitions and
desired outcomes. Together, Avaya is committed to help grow your business by delivering Experiences that Matter.
About Avaya
Businesses are built by the experiences they provide, and every day millions of those experiences are delivered by Avaya Holdings Corp. (NYSE: AVYA). Avaya is shaping what's next for the future of work, with innovation and partnerships that
deliver game-changing business benefits. Avaya's cloud communications solutions and multi-cloud application ecosystem power personalized, intelligent, and effortless customer and employee experiences to help achieve strategic ambitions and
desired outcomes. Together, Avaya is committed to help grow your business by delivering Experiences that Matter.
TreaSolution is proud to announce that Ekata will be the exclusive Great Conversations Sponsor of the 2021 U.S. Fintech Symposium. Ekata will be demonstrating their industry thought-leadership by delivering a sessions at this year's conference. Additionally, Ekata will be hosting an industry round-table discussion during the conference! Finally, Ekata representatives will be exhibiting at the event so attendees can learn more about their identity verification solutions.
About Ekata
Ekata provides global identity verification solutions via enterprise-grade APIs for automated decisioning, and Pro Insight, a SaaS solution for manual review for cross-border businesses to grow revenue by maximizing their predictability of good transactions. Ekata’s product suite is powered by the Ekata Identity Engine (EIE), the first and only cross-border identity verification engine of its kind. It uses complex machine learning algorithms across the five core consumer attributes of email, phone, name (person or business), physical address, and IP, to derive unique data links and features from billions of real-time transactions within the Ekata proprietary network and the data licensed from a broad spectrum of global providers. Businesses around the world including Alipay, Microsoft, and Stripe leverage our product suite to increase approvals of more good transactions, reduce customer friction at account opening, and find fraud.
About Ekata
Ekata provides global identity verification solutions via enterprise-grade APIs for automated decisioning, and Pro Insight, a SaaS solution for manual review for cross-border businesses to grow revenue by maximizing their predictability of good transactions. Ekata’s product suite is powered by the Ekata Identity Engine (EIE), the first and only cross-border identity verification engine of its kind. It uses complex machine learning algorithms across the five core consumer attributes of email, phone, name (person or business), physical address, and IP, to derive unique data links and features from billions of real-time transactions within the Ekata proprietary network and the data licensed from a broad spectrum of global providers. Businesses around the world including Alipay, Microsoft, and Stripe leverage our product suite to increase approvals of more good transactions, reduce customer friction at account opening, and find fraud.
TreaSolution is proud to announce that Live Earth will be a Thought-Leadership Sponsor of the 2021 U.S. Fintech Symposium. Live Earth will be demonstrating their industry thought-leadership by delivering a sessions at this year's conference. Further, Live Earth representatives will be exhibiting at the event 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.
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.
During this session at the 2021 U.S. Fintech Symposium Vaneet Grewal, Managing Director, Financial Services at Box, will discuss areas of opportunity around the new client onboarding paradigm and how client servicing differentiation can be attained through smart solutions enabled by Cloud patterns.
Attendees will also learn about some of the pitfalls involved in building out best in class Cloud solutions for the customer base of the future.
Learn more about Vaneet's presentation. Early registration discounts are current available! Register today!
Attendees will also learn about some of the pitfalls involved in building out best in class Cloud solutions for the customer base of the future.
Learn more about Vaneet's presentation. Early registration discounts are current available! Register today!
Haley Yax - Marketing Coordinator It is TreaSolution’s pleasure to introduce Haley Yax, CTIS as our new Marketing Coordinator. Haley will be leading efforts to market the U.S. Fintech Symposium to sponsors, speakers and attendees.
Haley is a graduate of Central Michigan University in Mount Pleasant, Michigan with a degree in Communication and minors in Event Management and Professional Sales.
Haley has a passion for working with people and being able to put together an event where they will make connections and memories to last a lifetime. Whether it be a simple business meeting, or a networking convention, she sees these gatherings as not only important business ventures, but also opportunities to enrich an attendee’s life through meaningful connections.
Haley and her family recently moved from Michigan to New Jersey and she is excited to work with TreaSolution to continue to grow the U.S. Fintech Symposium and it's mission of discussing "practical fintech solutions."
If you would like contact Haley about participating in the 2021 U.S. Fintech Symposium, she can be emailed directly at haley.yax@fintechsymposium.com.
Haley is a graduate of Central Michigan University in Mount Pleasant, Michigan with a degree in Communication and minors in Event Management and Professional Sales.
Haley has a passion for working with people and being able to put together an event where they will make connections and memories to last a lifetime. Whether it be a simple business meeting, or a networking convention, she sees these gatherings as not only important business ventures, but also opportunities to enrich an attendee’s life through meaningful connections.
Haley and her family recently moved from Michigan to New Jersey and she is excited to work with TreaSolution to continue to grow the U.S. Fintech Symposium and it's mission of discussing "practical fintech solutions."
If you would like contact Haley about participating in the 2021 U.S. Fintech Symposium, she can be emailed directly at haley.yax@fintechsymposium.com.
| Quantum computing promises significant breakthroughs that benefit all human kind in science, medicine, financial services, and more. But what does quantum computing mean for financial transactions and data security? Gregg Hoffer, CEO of Coviant Software, will be discussing this important topic next September at the U.S. Fintech Symposium. Learn more about Greg's presentation. Early registration discounts are current available! Register today! |  |