New Session Announcement: B2B Embedded Finance - A New Opportunity for Efficiency & Growth?9/13/2022 The demand for embedded finance is on the rise in the business-to-business (B2B) landscape, transforming the way B2B companies buy and sell while creating new opportunities for fintech, corporate buyers, suppliers (especially SMBs), and non-financial institutions. This presentation will examine new factors and trends that are driving the emergence of B2B embedded finance, and delve into the needs fintechs can fulfill for the three sides of the B2B online transaction – suppliers, buyers, and the platforms they use - along with beyond-the-obvious benefits each experience from B2B embedded finance. This presentation will also demonstrate how invoice factoring, a lesser-known funding method, and industry partnerships create a B2B embedded finance strategy that’s a win-win-win-win for all involved (buyers, suppliers, platforms, and fintechs). The key takeaways from this presentation will be:
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As Financial Institutions modernize their remote onboarding and online authentication methods, making them more secure and user-friendly (a trend further spurred by the recent pandemic), many realize they are left with outdated customer authentication systems in their physical premises. Consequently, identity fraud and impersonation occurring within the space that they instinctively call “home” can certainly represent a source of concern. Most of us instinctively realize that biometrics technology offers an obvious response to these challenges, capable of joining convenience and security at the highest levels… but can it just be imposed on the customer base, or is it a matter of ensuring a smooth transition from previously used authentication methods, which walk-in customers are already familiar with? Can it also be a matter of dealing with scepticism and reluctancy about a biometric scan occurring in a physical space – when perhaps the very same customers unlock their phone with their finger dozens of times a day, or dash though airports using Clear? Jean-Philippe would like to touch on these topics with you, including a final question: what about neo-banks, who generally do not need traditional branches? This presentation will discuss the compliance requirements that Fintechs need to go-live. Most early-stage Fintechs don’t have staff on-hand who understand what is required from a compliance perspective (i.e., policies/procedures, transaction monitoring for AML & fraud, KYC, etc.). Fintechs need mentorship / guidance in this area as they work with their sponsor bank before going live. Sarah will address these issues, and advise on industry best practices. TreaSolution is happy to announce that OpenSymmetry is sponsoring the U.S. Fintech Symposium again in 2022 as a Knowledge + Networking Sponsor! OpenSymmetry will be speaking at the conference and their 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. The key for fintech growth is global expansion. The critical path for global expansion is to have procedures and technologies in place to serve customers in any language and thereby guarantee customer satisfaction and maintain securities compliance. According to Common Sense Advisory, almost 87% of consumers who don’t speak English won’t even consider buying from an English website, and 74% of customers are more likely to purchase again from the same company if the aftersales care is in their own language. Attend this presentation to learn:
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. 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. 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 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! TreaSolution is proud to announce that Foxit Software will be a Thought-Leadership sponsor for the 2019 U.S. Fintech Symposium. Foxit Software will be demonstrating their industry thought-leadership by delivering a sessions at this year's conference. Furthermore, Foxit Software representatives will be exhibiting at the event so attendees can learn more about their unique products and services. About Foxit Software Foxit is a leading software provider of fast, affordable, and secure PDF solutions. Foxit has over 525 million users and has sold to over 125,000 customers located in more than 200 countries. The company has offices all over the world, including locations in the USA, Asia, Europe, and Australia. Envestnet | Yodlee Becomes a Thought-Leadership Sponsor of the 2019 U.S. Fintech Symposium5/25/2019 TreaSolution is proud to announce that Envestnet | Yodlee will be a Thought-Leadership sponsor for the 2019 U.S. Fintech Symposium. Envestnet | Yodlee will be demonstrating their industry thought-leadership by delivering two sessions at this year's conference. Furthermore, Envestnet | Yodlee representatives will be exhibiting at the event so attendees can learn more about their unique products and services. About Envestnet | Yodlee Envestnet | Yodlee is the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. There platform has fueled innovation for financial institutions (FIs) and fintech for over 19 years ultimately helping consumers get better lending rates, lower fees, higher returns, and more. They are the market leader in financial data aggregation, partnering with more than 1,100 financial institutions and fintech innovators, including 15 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services. Notably, 60% of the financial data is gathered via structured data feeds with financial institutions. The power of Envestnet | Yodlee and their unique point of difference begins with the massive scale of financial data within their platform which is utilized to fuel Envestnet | Yodlee’s Data Intelligence capabilities. Their unique point of difference also extends to Envestnet | Yodlee’s bank-level security, 50 issued patents, best-in-class data from over 20,000 sources, and their formal agreements with leading financial institutions for responsible and secure management and exchange of data. TreaSolution is proud to announce that BMC Software will be the Main Event Sponsor for the 2019 U.S. Fintech Symposium. BMC will be demonstrating their industry thought-leadership by delivering two sessions at this year's conference. Furthermore, BMC representatives will be exhibiting at the event so attendees can learn more about how their unique software and services are assisting clients worldwide. About BMC Software BMC helps customers run and reinvent their businesses with open, scalable, and modular solutions to complex IT problems. Bringing both unmatched experience in optimization and limitless passion for innovation to technologies from mainframe to mobile to cloud and beyond, BMC helps more than 10,000 customers worldwide reinvent, grow, and build for the future success of their enterprises, including 92 of the Forbes Global 100. A fun fact about BMC.... The company name was derived from it's three founders last names: Scott Boulette, John J. Moores & Dan Cloer. The Promise of Professional Robots - Hiring an RPA WorkforcePresenter: Michael Marchuk; Chief Technology Evangelist - N.A.; Blue Prism Presentation Date & Time: October 15, 2018 at 11:00 AM Presentation Description: While many organizations have spent considerable time in "leaning" out their processes to streamline workflows and improve efficiencies, there are still many processes that are being done manually. Robotic Process Automation provides a way to employ "digital workers" to execute these processes accurately, quickly, and at massive scale while letting your employees to what people do best, service your customers. Presenter Biography: Author, speaker, and business leader Michael Marchuk has been working with organizations for over 35 years to provide a positive impact using technology to advance business objective. Using innovation to transform the way business works, he has lead projects for IBM, AT&T, Accenture, and Avanade in financial services, manufacturing, health care, and telecommunications. As Blue Prism's Chief Technology Evangelist for North America, Michael is responsible for educating the market on the value of leveraging and integrating Robotic Process Automation to drive digital transformation. Michael has a degree in finance from the University of Illinois. |