Presenters


FinDEVr will showcase dozens of cutting-edge tools, platforms, and APIs that are driving the biggest innovations in fintech. The FinDEVr San Francisco 2014 application window is now closed, but if you’re a builder interested in presenting, please email SanFran@FinDEVr.com for more details.

Audience


For the first time, FinDEVr will gather together hundreds of the builders – devs, software architects, CTOs, VPs of engineering – that are forging the future of financial, banking and payments technology in a single place.

“Yodlee is very excited to be a presenter at FinDEVr. We are committed to powering the future innovators in FinTech and providing these devs, software architects, CTOs, and financial entrepreneurs a data platform to help transform the future of money management and digital commerce.”

Joe Polverari, Chief Strategy and Development Officer, Yodlee Interactive

Agenda


Single-track

Session 1
  1. Yodlee
  2. Forte Payment Systems
  3. Finanical Apps
  4. InComm
  5. Xero
  6. Avoke
  7. Visa
Session 2
  1. TD Ameritrade Institutional
  2. MasterCard
  3. PayPal & Braintree
  4. Xignite
  5. EVO Snap*
  6. Eshta
Session 3
  1. Intuit Partner Platform
  2. CardFlight
  3. BehavioSec
  4. Cloud Lending
  5. Mifos Initiative
  6. ModoPayments
  7. StockTwits
  8. Paradigm4
Session 4
  1. Bluefin Payment Systems
  2. Finicity
  3. OnDeck
  4. CopSonic
  5. PayNearMe
  6. Tradier
  7. Personal Capital
  8. Concur

Day One Presentations

Yodlee

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Yodlee Interactive is a driving force behind today’s FinDat revolution with APIs that empower entrepreneurs, partners, and developers to power the latest digital financial innovations around the world.

Yodlee Interactive APIs support independent and partner FinApps by providing authorized access to real-time data for customers’ current bank, credit card, investment, and loan accounts, as well as bills, insurance, and rewards programs.

Yodlee Interactive APIs are behind hundreds of today’s coolest and most personalized digital experiences, including Credit Karma, LearnVest, miiCard, PowerWallet, SavvyMoney, SelfWealth, Xero, and Wave.

 

Website: interactive.yodlee.com

Twitter: @YIDeveloper

Demystifying The Yodlee Data

Description: What is the Yodlee platform and what value do the Yodlee Interactive APIs open up to developers? What are the use cases and killer solutions built with the APIs, and what data does it enable? What is coming next for developers? We’ll cover merchant categorization, geo, wealth, and future enhancements.

Joseph Polervari

Joseph Polervari

Chief Strategy & Development Officer, Yodlee and Founder & GM, Yodlee Interactive

Joe Polverari is focused on making the Yodlee platform available everywhere that value can be created by entrepreneurs, partners, and developers building digital financial apps and services. A member of Yodlee’s executive management team since 2000, Joe brought with him considerable experience in multinational strategic, transactional, and operational initiatives in the financial services and enterprise software and services markets. Joe is a graduate of the Stanford Graduate School of Business Executive Program, holds a juris doctorate and degree in Economics from Santa Clara University.

Cheung Tam

Cheung Tam

Director API Product Management, Yodlee

Cheung Tam is Director API Product Management at Yodlee. Previous to Yodlee, Cheung served as Senior Product Manager, Developer Platform at Intuit. Cheung is a technologist with advanced degrees in business and engineering and has over 15 years of development, product and project management experience. His technical leadership spans leading engineering & product teams, working in cross functional groups, and managing products lines as well as new products from definition to launch in both corporate and startup environments for companies such as Nortel, McAfee, Vovida Networks, Cisco Systems, and Edgewater Networks.

Anita Hayrapetian

Anita Hayrapetian

Senior Solutions Engineer, Yodlee Interactive

Anita Hayrapetian is Senior Solutions Engineer at Yodlee Interactive. Anita is a customer focused sales engineer with in-depth technical knowledge and superior presentation and interpersonal skills. Able to build and maintain strong rapport with customers and gain their confidence in the shortest span. Successfully developed and deployed more than 20 major projects including auction, e-commerce and ERP systems for global computer component re-sellers. Focusing on the timely delivery of core requirements means her projects are successful when measured by either delivery schedule, cost efficiency or customer satisfaction.

Lori Martel

Lori Martel

VP Platform Product Management, Yodlee

Forte Payment Systems

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Forte Payment Systems is a leading provider of innovative electronic payments solutions. They offer scalable enterprise-class solutions through an optimized suite of services including credit card processing, ACH/eCheck origination and fraud prevention.

 

Website: forte.net

Blog: forte.net/blog

Twitter: @fortepayments

Professional Payments Made Easy: Developer to Developer

Description: Enable payments into your application with Forte’s full range of enterprise-class services. Our modern and professional RESTful APIs have been implemented to simplify integrations, yet keep power and flexibility for developers to build massively scalable and distributed payment-enabled solutions.

Jeff Thorness

Jeff Thorness

Coder, CEO and Founder of Forte, Forte Payment Systems

Jeff Thorness is the founder and CEO of Forte Payment Systems. Originally a coder, Jeff wrote the very first line of code to launch the company. With his inspired vision and thoughtful management, Forte has evolved into one of the largest privately-held payment processors in the nation.

Financial Apps

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Financial Apps provides a suite of developer tools and API access for financial account and transactional data. Our solutions help to quickly build the next generation FinApp. The Financial Apps Relevancy Engine helps make data actionable, providing a comprehensive solution for Fintech development.

 

Website: financialapps.com

Twitter: @financial_apps

Driving the Data to Action

Description: Detailed financial data is the “Big Data” we all want to work with. In this presentation, Financial Apps is showing how its Platform and Relevancy Engine enables developers to access, consume and integrate consumer financial data within their solutions.

Bob Sullivan

Bob Sullivan

President, Financial Apps

Bob Sullivan is the President and CEO of Financial Apps, a Florida based, Fintech development company. With over 25 years of experience in the financial services industry, Sullivan leads a team of focused, Fintech professionals that are building the next generation of Financial Technology.

Bill Kennedy

Bill Kennedy

Chief Scientist, Financial Apps

William Kennedy is the chief scientist at Financial Apps in Fort Lauderdale, FL. FA is an aggregator of consumer financial data. They offer an evolved api and client tools designed to provide a proactive approach to personal financial management. Bill is the author of the blog GoingGo.net.

InComm

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InComm is the leading provider of prepaid and transaction technologies with 400,000 points of distribution, nearly $ 30 billion annual transaction volume and reaching over 1 billion customers weekly.

 

Website: cashtie.com

Blog: blog.cashtie.com

Twitter: @cashtieapi

Cashtie API - Rails for Cash Payments

Description: Cashtie is an API that enables cash payments for bill pay, funding an account and money transfer at InComm’s retail network. The Cashtie API connects to a transaction processing platform and is the rails for cash payments from its partners.

Thomas Cornelius

Thomas Cornelius

President Adility/ Cashtie, InComm

Thomas Cornelius focuses on online to offline conversion since 1998 when he started his first Internet company Addashop. Recently Thomas sold his latest business Adility to InComm and joined InComm as President of Adility/ Cashtie and as a SVP of InStore Solutions.

Xero

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Xero is beautiful, easy-to-use online accounting software for small businesses and their advisors. The company has over 300,000 paying customers in more than 100 countries around the world. Xero ranks No. 1 by Forbes as the World’s Most Innovative Growth Company.

 

Website: xero.com

Blog: xero.com/blog

Twitter: @Xero

Open for Small Business

Description: Small business is at the heart of every economy. Simple efficiency gains like eliminating data entry or getting paid twice as fast can make or break a business. At Xero we’ve created an open, extensible platform upon which hundreds of developers have created tools and joined our mission to make small businesses all over the world succeed.

David Pollock

David Pollock

Head of US Partnerships, Xero

David leads all of Xero’s US Partnership efforts— including building relationships with major US Banks, the expansion of Xero’s Add-On Ecosystem of 350+ partners and integrations with leading Cloud SMB services. With over a decade of experience helping small businesses, Pollock brings a seasoned perspective on common financial challenges facing small businesses today. Xero has seen dramatic growth in the SMB market. The company has over 330,000 paying customers in more than 100 countries around the world. Prior to joining Xero, Pollock worked for American Express OPEN—  focused on improving the lives of Small Business Owners via innovative integrations with back-office SaaS and payments solutions.

Avoka

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Avoka is a leading customer experience management company specializing in multi-channel customer transactions. Avoka powers customer engagement applications for banking and insurance organizations worldwide, capturing and delivering business-critical customer transactions into back-office systems.

Website: avoka.com

Blog: avoka.com/blog

Twitter:@avokatech

Omni-Channel & Social Account Opening In 60 Seconds

Description: Avoka will demonstrate omni-channel account opening through our engagement platform demonstrating

  • Responsive & adaptive design
  • Cross-over between channels
  • Pre-fill from social profiles
  • ElectID verification
  • Separation of information capture from core systems to facilitate easy cross-sell.

Derek Corcoran

Derek Corcoran

Head of Business Solutions

Derek is a partner at Avoka with over 20 years experience with IT in Financial Services covering Europe, USA, Asia and Australia. His primary focus has been customer sales and service transactions in banking, wealth management, and insurance.

Howard Treisman

CTO

As CTO of Avoka, Howard is focused on strategic product management, including market analysis and differentiation, product roadmap, competitive intelligence, partner solutions, and product marketing communication. Howard ensures the Avoka product and platform meet customer requirements.

Jeff Kalicki

Jeff Kalicki

Account Manager

Jeff is an Account Manager comfortable presenting technology to all levels of business, as well as leading architecture discussions.

Visa

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The Visa Developers program provides a broad array of tools, services and resources from both Visa and its subsidiary brands to help developers create seamless, multi-channel payment solutions.

 

Website: developer.visa.com

Blog: developer.visa.com/blog

Twitter: @VisaDeveloper

The Future of Commerce

Description: Learn how Visa is supporting the creation of new, innovative commerce solutions by enabling developers, mobile network operators, device and platform operators to easily connect to Visa’s network through new open payment APIs and SDKs.

TD Ameritrade

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TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals. Learn more at tdainstitutional.com or call us at 800-934-6124.

 

Website: tdainstitutional.com

Blog: tda4advisors.com

Twitter: @TDA4advisors

The Power Of Together = Better

Description: The open-source world seizes opportunities with new and oftentimes divergent technologies — so why can’t large financial services providers like custodians take advantage? In this lively talk Chris Valleley, Director of Technology Solutions, discusses how TD Ameritrade Institutional has taken a game changing approach that is not just propelling advisors who embrace the solutions forward but is also fostering a unique and collaborative community of third-party advisor technology providers. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA.

Chris Valleley

Chris Valleley

Director, Technology Solutions, TD Ameritrade Institutional

Omaha-based Chris Valleley, Director of Technology Solutions, is the motivating force behind the delivery of TD Ameritrade Institutional’s Veo®  Open Access platform—a progressive and flexible financial advisor technology solution designed to help address each advisory firm’s unique needs, and integrates with the most leading financial services software applications.

Through his leadership, technology insight and operational expertise, Chris has strengthened the culture of collaboration and innovation within the advisor technology space. Since 1999, Chris successfully led the Veo®  Next Generation website launch, and held management roles in technology, operations and business analysis, and product management.

MasterCard

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MasterCard (NYSE: MA), www.mastercard.com, is a technology company in the global payments industry. We operate the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard’s products and solutions make everyday commerce activities easier, more secure and more efficient for everyone.

 

Website: developer.mastercard.com

Blog: developer.mastercard.com/blogs

Twitter: @MasterCardDev

Open for Business and Beyond – MasterCard Developer Zone

Description: Come and discover how MasterCard has become a technology company and is sharing its resources with developers

PayPal & Braintree

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The PayPal / Braintree Developer program is the face of technology innovation for the companies. Using an open source technology stack foundation, we are constructing new breeds of payment platforms, API standards, and identity systems to support the next generation of disruptive technology.

 

Website: developer.paypal.com

Blog: devblog.paypal.com

Twitter: @PayPalDev

The Future of Payment Identity

Description: We’ll explore how new identification techniques around wearables, biometrics, and mobile are vastly changing the payment space.

Justin Woo

Justin Woo

Developer Evangelist, Braintree / PayPal

Justin Woo is a Developer Evangelist at PayPal and has been programming ever since he got his first IBM XT running DOS. He loves writing mobile applications (especially hybrid-HTML5 applications) and wishes everything could be done in LISP.

Xignite

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Xignite is the pioneer of cloud-based market data APIs & the data provider for leading Fintech innovators Betterment, FutureAdvisor, JemStep, Motif Investing, Personal Capital, Robinhood, SigFig, Stocktwits, The Currency Cloud, Wealthfront, Yodlee and more. From end-of-day stock quotes to spot rates on currencies, our APIs cover every asset class, market and data type available and are ideal for integrating data into FinTech mobile apps, websites, and platforms.

 

Website: xignite.com

Blog: xignite.com/market-data/blog

Twitter: @xignite

Kick-Start Your FinTech Business with Xignite Market Data APIs

Description: Xignite powers hundreds of breakthrough FinTech apps and platforms – touching millions of investors & finance professionals each day. Learn how Xignite can help you kick-start your FinTech business, fuel your growth, and power your success with our easy-to-integrate financial data APIs.

Anand Viswanathan

Software Engineer, Xignite

Anand spearheads developer efforts at Xignite and is the creator of Xignite Labs. Prior to Xignite he held developer positions at Viagogo, Media Interface and Network Design Lab, The Ladders and Michigan State University, where he also taught advanced programming. He is fluent in Hindi and Tamil.

EVO Snap*

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EVO Snap* is a one-stop shop for application integration, merchant underwriting and international payment processing. Our developer platform provides single-integration access to omni-channel payment processing and value-added services through one API – making it easy for developers to support merchants.

 

Website: evosnap.com

Blog: evosnap.com/blog

Twitter: @CanYouSnap

DIY Offers and Rewards - Closing the Digital Loyalty Loop

Description: Activate and deepen relationships with customers by linking consumer data with payment and marketing services to create customized loyalty programs, card-linked offers and real-time rewards at point-of-sale.

Peter Osberg

Peter Osberg

SVP, EVO Snap*

As head of EVO’s new integrated payments group – EVO Snap* – Peter is responsible for defining and executing EVO’s integrated software strategy globally. Prior to joining EVO, Peter spent 25 years managing direct and indirect sales and marketing organizations for high growth B2B and B2C companies.

Eshta

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Eshta develops and operates Eshtapay as a financial platform that can act as an online payment system, e-wallet, escrow system, and self-service payment terminal back-end. Eshtapay (due to its very flexible architecture) is a Swiss-Army knife for the online banked and unbanked alike.

 

Website: eshtaholdings.com

Eshtapay: The Financial Swiss-Army Knife

Description: Eshtapay is directly operated in Ukraine and Egypt and also used online from Dubai to France to power self-service payment kiosks, service vending machines, service marketplaces, and ATMs. With less than 6 months time to market for deployment, Eshtapay exhibits remarkable versatility and efficiency.

Catalin Braescu

Catalin Braescu

CEO, Eshta

Catalin Braescu is an Internet entrepreneur who made his first millions selling the family-owned publishing house to Burda, the largest European privately-owned media empire.

With a background in journalism and marketing, Catalin is bent on bringing the wallets of developing markets online.

Intuit Partner Platform

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The Intuit Partner Platform (IPP) is an open platform that enables developers to integrate with rich financial and transactional data through REST-based APIs and offers unparalleled reach to millions of small businesses through Intuit Apps.com.

 

Website: developer.intuit.com

Blog: developer.intuit.com/blog

Twitter: @ippdev

The Small Business Opportunity

Description: The importance of small business to the global economy can’t be denied. With 600 million small businesses worldwide, the opportunity to drive their success is huge. Reach millions of small businesses by developing for Intuit QuickBooks Online, an open platform for developers that taps into the power of QuickBooks and the cloud. With partners from Square to American Express to Vend, QuickBooks Online allows Intuit and its ecosystem to simplify the business of life for millions of small businesses.

Avi Golan

Avi Golan

Vice President and General Manager, Intuit Partner Platform

Avi Golan is Vice President and General Manager of Intuit’s Partner Platform business unit. In this role he leads the platform strategy to grow the QuickBooks ecosystem, enabling small businesses to seamlessly connect more solutions to solve their unique business needs. This platform serves approximately 5 million small businesses as well as a diverse set of partners and developers.

CardFlight

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CardFlight is a leading provider of mobile POS technology and tools that makes it easy for anyone to accept swiped (card present) payments in any mobile app with virtually any merchant account. They offer both iOS/Android mobile payment applications and software development kits (SDKs) that can be incorporated into custom applications. CardFlight’s platform also includes encrypted card readers and a payment gateway that supports over 20 different processors, to provide clients with complete mobile payments and mobile POS (mPOS) solutions.

 

Website: getcardflight.com

Twitter: @CardFlight

CardFlight SDK for Mobile Payments

Description: The CardFlight SDK allows any mobile developer to build mobile point-of-sale functionality into his or her own mobile apps. CardFlight supplies three things:

  1. Encrypted mobile card readers that fit into the audio jack of any smartphone or tablet
  2. Easy-to-integrate software development kits for iOS and Android, complete with developer-friendly documentation and support
  3.  A PCI Level 1 compliant payment gateway that works with all major processors/merchant accounts.

This allows developers to easily process swiped credit card payments within their own apps without the complexity of typical payment integrations. By using the CardFlight SDK, developers can fully customize their user experience and keep control of their product, while being able to integrate payment data into their other back-end systems (CRM, inventory management, analytics and reporting, etc.) The CardFlight SDK and gateway is compatible with merchant accounts from leading processors, including Braintree, Chase Paymentech, Global Payments, First Data, Stripe, TSYS and Vantiv.

Elie Toubiana

Elie Toubiana

VP of Engineering, CardFlight

Elie Toubiana is VP of Engineering at CardFlight, in New York City. Prior to joining CardFlight, he was a software engineer at Unpakt, a comparison and booking tool for moving companies. Previously, he worked for Ykems, a French strategy consulting firm, where he developed pricing tools for Fortune Global 500 companies. Elie is an instructor for General Assembly, and he can often be found speaking at meetups and demoing at hackathons. He has an MSc from Columbia University and a BSc in Engineering from Ecole des Ponts in Paris, France.

Derek Webster

Derek Webster

CEO, CardFlight

Derek Webster is the Founder and CEO of CardFlight, based in New York City. Prior to founding CardFlight, he was the Founder and CEO of LocalBonus, a credit card-linked loyalty network which rewarded consumers for purchases they make at local businesses. Earlier, Derek was an Engagement Manager at Oliver Wyman where he led C-level strategy projects for some of the leading global payment networks and retail banks. He was also part of the team that launched E*TRADE’s credit card business, where he personally led all product development and product marketing efforts for the group. Derek has an MBA from Stanford and a BS from Georgetown.

Behaviosec

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Leaders in frictionless behavioural user verification & authentication. BehavioSec examine how you interact with a web site or mobile device to provide a frictionless layer in web fraud prevention.

 

Website: behaviosec.com

Twitter: @behaviosec

Realtime scoring of Behavioral Biometrics via Web Services

Description: Presenting our web & mobile SDK, we’ll deep dive into the backend services and show how easy it is to implement a web site or mobile app with frictionless behavioural biometrics to add a new layer of security.

Neil Costigan

Neil Costigan

CEO, BehavioSec

CEO at BehavioSec, Lulea, Sweden. Background in entrepreneurial and technical leadership experience in seed‐stage, venture‐backed startups, and global technology corporations. Strong international background with over 20 years work & education in Ireland, Sweden, France, and the US. Previously VP R&D at Smart Card manufacturer Gemplus, Aix‐en‐ Provence, France. Co‐founder/CTO at PKI specialists Celo Communications (Celo), Mountain View, California & Stockholm, Sweden. A software developer by trade, who has developed a number of commercial security applications and spoken extensively on cryptography & network security. He holds a PhD (2009) for his thesis on Elliptic Curve Cryptography on Modern Processor Architectures.

Cloud Lending

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Cloud Lending is an enterprise cloud lending solution provider. Our agile solutions are designed to empower lending businesses to simplify business processes, stay compliant and be future ready.

 

Website: cloudlendinginc.com

Blog: cloudlendinginc.com/lending-blog

Twitter: @cloudlending

Cloud Lending – Enterprise Lending Software

Description: Cloud Lending products enable financial institutions to achieve scale and flexibility by moving the core back office to the cloud. Why did we choose Salesforce? The results that have been achieved by our customers using applications built on the Force.com platform – three-digit growth every quarter.

Mifos Initiative

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The Mifos Initiative is a 501(c)3 non-profit that guides the development of the Mifos X solution for financial inclusion, an API-driven open source platform with a suite of configurable cloud apps. Our community speeds the elimination of poverty by scaling financial services to the 2.5 Billion unbanked.

 

Our platform is game -changing because we are mobilizing a global community, which is the only way to confront the massive problem we face. Our open source license and community driven approach is unlocking new collaboration and enabling new business models that will allow the financial inclusion sector to scale upward and outward. It enables small institutions to mature and large institutions to reach down cost-effectively in a manner that never could be possible before.

 

Website: mifos.org

Blog: mifos.org/blog

Twitter: @Mifos

Mifos X, Open Technology Platform Unlocking New Opportunities at the Base of the Pyramid

Description: There is a massive opportunity to serve the 2.5 Billion individuals who lack access to financial services. Discover how you can build and scale mobile and cloud-based solutions on top of the open Mifos X platform for financial inclusion which is led by a global community backed by Silicon Valley.

 

Mifos X is the world’s only open source technology platform for financial inclusion. Built around an API-centric, cloud-based software architecture, the Mifos X Platform is a modern, connected core banking system for responsible financial services organizations bringing basic financial services to the poor globally.

James Dailey

James Dailey

Board of Directors, Mifos Initiative

James Dailey is the co-founder and CTO of MicroEnergy Credits. In his role as CTO, James is the primary architect and visionary behind Credit Tracker, MEC’s cloud-based platform for tracking and monitoring of microfinance-based carbon credits. James founded the microfinance opensource project, MIFOS, while at the Grameen Technology Center. He was also a key figure in starting OpenLMIS, an open source solution for public health logistics in developing countries launched in 2010 by VillageReach. He holds a degree in MIS from the University of Notre Dame, and a Masters in Public Administration from the University of Washington. He has served on the Board of Climate Solutions for 11 years and brings extensive experience in non-profit governance. He is dedicated to the vision of Mifos as a vehicle for low cost financial services in emerging economies.

Modo

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Modo powers better buying experiences with better economics, created by YOU! Using our handcrafted API, any developer can build their own mobile app with the ability to perform in-store purchases at tens of thousands of store locations. Modo powers the payments and tech and you design the experience.

 

Website: modopayments.com

Twitter: @GETmodo

How To Find Money & Love With Mobile Apps (Maybe More Money Than Love)

Description: Learn about the best-kept secret in payments platform APIs: Modo. In 6 seconds or less, Modo will show you how to build a better buying experience that entices consumers to spend money, and makes you money, with the mobile app of your dreams. Your love mileage may vary.

Bruce Parker

Bruce Parker

ModoPayments

Bruce is a self-described payments superstar. At S2 Systems, eFunds, ACI Worldwide and FIS he built products, partnerships and strategies for some of the largest players in the payments world. He is now leading Modo into the revolution of mobile buying experiences with the cunning use of economics.

Stocktwits

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Stocktwits ia social network and publishing platform for investor and traders. We created the $ prefix for stocks (e.g. $MSFT). Follow @StockTwits and go to http://stocktwits.com for real-time ideas and stock conversations.

 

Website: stocktwits.com

Blog: howardlindzon.com

Twitter: @stocktwits

Investing in a Social, Local and Mobile World

Description: We are in a mobile boom that has connected people that also happen to be investors. The markets have always been giant mood rings, but the periods of quiet and volatility are more intense. We will discuss the best ways to use stocktwits to invest in this era.

Howard Lindzon

Howard Lindzon

Chairman & Co-Founder, Stocktwits

Loves momentum, stocks, the stock market. Loves popcorn and is an LOL hunter. Born in Toronto, and married with two kids and two dogs.

Paradigm4

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Paradigm4 develops and supports SciDB: the open source, analytic DBMS, programmable from R & Python. SciDB is designed from the ground-up to support more facile data management for big and diverse data and to do faster and bigger math. Hard questions. Fast answers. Open source.

 

Website: paradigm4.com

Twitter: @paradigm4

Crypto-Currency and Massive Network Analysis

Description: We’ll begin with a graphical overview of a crypto-currency financial network, discuss the key issues and challenges around massive network analysis, and then demonstrate our solution using SciDB via the RStudio user interface.

Bluefin Payment Systems

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Bluefin is a leading FinTech company focused on processing, integrating, and securing payments. Bluefin offers P2PE, tokenization, mobile payment SDK’s, payment gateways, merchant accounts, PCI Compliance, transparent redirect, recurring billing, and branded online merchant account enrollment.

 

Website: bluefin.com

Blog: bluefin.com/category/bluefin-news

Twitter: @Bluefinpayments

 

Bluefin, Point-to-Point Encryption (P2PE)

Description: Bluefin is the only validated Point-to-Point Encryption (P2PE) Solution listed by the PCI Security Standards Council, North America. P2PE can reduce the scope of card data environment and related PCI requirements. Your software doesn’t need to be PCI Compliant if card data is encrypted using P2PE.

Ruston Miles

Ruston Miles

Chief of Product Innovation, Bluefin Payment Systems

Ruston Miles, Chief Innovation Officer at Bluefin, serves as Bluefin’s security thought leader and technology evangelist. Ruston founded Bluefin in 2002, and speaks at conferences on payment security throughout the year.

Tim Barnett

Tim Barnett

Chief of Technology, Bluefin Payment Systems

Tim has 24 years of information technology and operations experience in the financial service industry. At Bluefin, Tim manages all aspects of IT for the company. Tim graduated with his Masters in CIS from Boston University and a Bachelors of Engineering from Vanderbilt University.

Finicity

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Founded in 1999, Finicity is a privately held fintech industry pioneer. Leading the charge to the Evented Financial Web, Finicity enables fintech developers to build real-time apps through its RESTful Aggregation API and the Finicity API Platform.

 

Website: finicity.com

Twitter: @finicity

Aggregation Reloaded

Description: Forged and hardened in consumer PFM over the past 13 years, Finicity is publicly launching its Financial Aggregation API service with unparalleled FI uptime, broad FI coverage, 24/7 developer support, and exciting new endpoint features that will elevate your UX.

Nicholas Thomas

Nicholas Thomas

President & Co-Founder, Finicity

OnDeck

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Launched in 2007, OnDeck uses data aggregation and electronic payment technology to evaluate the financial health of small and medium sized businesses to efficiently deliver capital to a market underserved by banks. Its proprietary technology – the OnDeck ScoreTM – enables small businesses to obtain affordable loans with a fraction of the time and effort that it takes through traditional channels. OnDeck’s credit models look deeper into the health of businesses, focusing on overall business performance, rather than the owner’s personal credit history.

 

As a leading direct lender of small business loans, OnDeck has deployed more than $1 billion in capital nationwide.

 

Website: ondeck.com

Twitter: @ondeckcapital

OnDeck Lending API's – Frictionless, Extensible, Powerful

Description: The OnDeck Score evaluates thousands of data points – from cash flow to public records to social data – to more accurately and efficiently assess business health and deliver capital in as fast as 24 hours.

 

Pamela Rice, OnDeck’s SVP of Technology, is discussing how the OnDeck platform provides a critically needed mechanism for financial institutions and other business service providers to efficiently reach the Main Street small business market.

 

The company has several APIs, which provide powerful, fully integrated lending capabilities to third party partners, thus allowing for instant pre-qualifications, pre-approvals and loan applications. Through a coding and product demo, Pamela will demonstrate how both developers and non-developers can interact with OnDeck’s APIs in a UI sandbox and how to utilize our Salesforce app for frictionless plug-and-play integration.

Pamela Rice

Pamela Rice

SVP, Technology, OnDeck

Pamela Rice is the Senior Vice President of Technology at OnDeck, bringing extensive experience building innovative, scalable lending solutions. An engineer who built many of the original Bill Me Later credit systems, Pamela’s approach to financial technology leadership combines developing innovative solutions on scalable processes with building high performing teams. Most recently the leader of Global Credit Technology for PayPal, Pamela advanced PayPal’s credit platforms across multi-channel, multi-market products and delivered the first EU PayPal credit product. Pamela is a leader with a proven track record transitioning start-up systems to full-scale enterprises and an enthusiasm for innovation excellence in both human performance and technology systems. She co-founded eBay Women in Technology (eWIT) in Maryland and is a contributing member of Grace Hopper Celebrations of Women in Computing. Pamela holds a bachelor’s degree from the University of Hawaii, a master’s degree in information systems from Johns Hopkins and an Executive MBA from Loyola University.

CopSonic

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CopSonic is a French company founded in 2013 specializing in the development and marketing of its sonic and ultrasonic authentication technology. The company is composed out of a strong team of researchers and engineers specialized in security, payment, sonic and ultrasonic authentication protocols.

 

Website: copsonic.com

Blog: blog.copsonic.com

Twitter: @CopSonic

Sonic and Ultrasonic Authentication Solution Working on All Mobile Phones

Description: The CopSonic SDK allows multi-factor authentication based on ultrasounds. CopSonic enables financial and cybersecurity industries to propose a universal solution working on all feature and smart phones. PhonicAccess and GateSonic are anti-phishing use cases of this highly secured technology.

PayNearMe

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PayNearMe enables consumers to pay rent, repay loans, buy tickets, make online purchases, and do much more with cash. Consumers can make cash payments in their own neighborhood in less than 60 seconds through PayNearMe’s network of 17,000 authorized payment locations including 7-Eleven®, Family Dollar®, and ACE Cash Express® stores.

 

Website: paynearme.com

Blog: blog.paynearme.com

Twitter: @PayNearMe

Bringing Cash Payments into the 21st Century

Description: PayNearMe secrets unveiled. Why do we even bother with innovating cash? How we developed a system to digitize cash? And how modern development techniques laid the foundation for PayNearMe to become the fastest growing electronic cash transaction network?

John Minor

John Minor

VP of Product and Marketing, PayNearMe

John Minor is VP of product and marketing at PayNearMe, an electronic cash payment network used by businesses and government agencies to enable consumers to make payments in their own neighborhoods using cash. Previously, John managed network products for Jasper Wireless and worked at Motorola, where he helped the company launch its first Android phone. 

Tradier

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Tradier is a financial services cloud provider that offers a groundbreaking solution to serve platform providers, developers and investors. The Tradier solution features an innovative set of fully hosted APIs, modules and “out of the box” tools that are leveraged by a growing list of providers.

 

Website: tradier.com

Blog: blog.tradier.com

Twitter: @tradier

An API like never before - do what matters and the rest is already done

Description: Have you ever tried to build a financial market app? It is painful and just about impossible. Too many data, trading, platform and process barriers. Tradier has done all that heavy lifting for you. An API that abstracts the pain and delivers the gain.

Craig Russell

Craig Russell

SVP Product and Chief Evangalist, Tradier

Craig has multiple years of market industry experience and knowledge. 10 years with Interactive Data Corporation running the educational outreach and active trader platform of eSignal. Prior to that, trading on his own and teaching trading. Banking experience with Silicon Valley Bank.

Dan Raju

Dan Raju

Co-founder, Chairman and CEO, Tradier Inc.

Tradier is an industry leading Open Brokerage for Traders and Developers. Before Tradier, Dan Raju was the CIO of TradeKing, a leading online brokerage firm. Dan also served in senior technology exec roles at the Associated Press (AP), Borders Group and Charming and NCR Corporation.

Personal Capital

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Personal Capital helps people live better financial lives with technology-enabled advisory services as well as free financial software and educational content. Their award-winning apps enable you to effortlessly view your entire financial life in one place. Personal Capital brings to everyone wealth management that previously only the wealthiest could afford.

 

Website: personalcapital.com

Blog: techblog.personalcapital.com

Twitter: @personalcapital

The Art of Data Aggregation

Description: This presentation is for developers and engineers who build applications on top of data gathered from multiple sources. The objective of our data aggregation platform is to model (and report) a user’s complete financial life.

 

We share the three key architectural principles that have made this platform possible:

  • Owning the aggregated data to improve quality
  • Synthesizing data and developing machine learning intelligence to obtain unique insights
  • Developing APIs that hide data complexities to drive efficient UI development

Ehsan Lavassani

Ehsan Lavassani

VP of Engining, Personal Capital

Ehsan Lavassani is the lead engineer at Personal Capital. He was the company’s first employee and architected its core systems from ground up. Previously, he was one of the main architects of RSA’s Adaptive Authentication system, which grew to over $100 million in revenue in less than five years.

Fritz Robbins

Fritz Robbins

CTO, Personal Capital

Fritz Robbins is the CTO of Personal Capital, where he is responsible for the architecture, implementation, and operation of the company’s software products and services and infrastructure. Previously, he was President of Robbins Technologies, where he was the System Architect for companies including RSA, Wells Fargo and PassMark Security.

Concur

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Concur is a leading provider of integrated travel and expense management solutions trusted by over 25,000 clients around the globe, with over 25 million users. The Concur Platform allows developers to develop and market innovative solutions to the lucrative $1.12 trillion business travel market.

 

Website: concur.com

Blog: concur.com/blog

Twitter: @Concur

Numbers, They Don't Lie . . .

Description: Concur processes more than $55 billion dollars in annual T&E spend for its 25 million customers. In this presentation, Mithun will walk through and give us insight into this spend and tell developers why it’s a great opportunity to tap into this lucrative market.

Mithun Dhar

Mithun Dhar

Director, Evangelism & Strategic Marketing, Concur

Mithun Dhar is a seasoned technologist and marketer with more than 15 years industry experience. He currently heads the Evangelism and Platform marketing efforts at Concur technologies. Mithun is a well-regarded speaker and developer community catalyst.

Workshops

Workshop Session 1
Company Location
TD Ameritrade Institutional Fisher East
Yodlee Fisher West
Visa Robertson 1
MasterCard Robertson 2
Workshop Session 2
Company Location
TD Ameritrade Institutional Fisher East
Yodlee Fisher West
Visa Robertson 1
MasterCard Robertson 2
Workshop Session 3
Company Location
TD Ameritrade Institutional Fisher East
Yodlee Fisher West
Visa Robertson 1
MasterCard Robertson 2
Workshop Session 4
Company Location
TD Ameritrade Institutional Fisher
PayPal & Braintree Fisher West
Forte Payment Systems Robertson 1
Xignite Robertson 2
Workshop Session 5
Company Location
TD Ameritrade Institutional Fisher East
Evo Snap* Fisher West
Intuit Partner Platform Robertson 1
Eshta Robertson 2
Workshop Session 6
Company Location
TD Ameritrade Institutional Fisher East
Financial Apps Fisher West
Modo Payments Robertson 2
Yodlee Conference Room 1
Workshop Session 7
Company Location
Avoka Fisher East
InComm Fisher West
BehavioSec Robertson 2
Yodlee Conference Room 1
Workshop Session 8
Company Location
PayNearMe Fisher East
Xero Fisher West
Mifos Initiative Robertson 2
Yodlee Conference Room 1

Presentations

Presentation Session 1
  1. Google Cloud Platform
  2. Blockchain
  3. Entersekt
  4. Plaid
  5. Knox Payments
  6. TxPUSH
  7. Trulioo
Presentation Session 2
  1. SimplyTapp
  2. CrowdCurity
  3. BCL Technologies
  4. Morpheus Aiolos
  5. Bionym
  6. PayStand
  7. GreenAddressIT
Presentation Session 3
  1. Sekur Me
  2. MASSPAY
  3. Kiind
  4. Thinknum
  5. Prudena
  6. Tagcash
  7. SecureKey Technologies

Day Two Workshops

TD Ameritrade

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TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals. Learn more at tdainstitutional.com or call us at 800-934-6124.

 

Website: tdainstitutional.com

Blog: tda4advisors.com

Twitter: @TDA4advisors

Workshops

Workshop 1: Check Out What’s Under the Hood of TD Ameritrade’s Open Access Platform

 

Join us to see why TD Ameritrade’s custodial technology had the most “very satisfied” financial advisors two years in a row.* Learn how collaborating with third-party providers has taken API connectivity, automated data feeds, embedded workflows, and more to a whole new level.

 

Workshop 2: Test Drive the Deep Integrations Between Salesforce CRM and TD Ameritrade

Description: Learn how financial advisors may improve their client service model using Salesforce CRM coupled with deep custodial integrations. Watch how efficiency can be easily attained with e-signature account opening, real-time data access, and contextual navigations to and from the custodian.

 

Workshop 3: Get a Behind-the-Scenes Look at the Redtail CRM and TD Ameritrade Integration

Description: Learn how financial advisors can work to maximize operational efficiency and provide better client service while we explore how to harness the power of scalability with e-signature integrations for account opening, real-time data access, and contextual navigations to and from the custodian.

 

Workshop 4: Innovations in Wealth Management Technology to Attract Next Generation Clients

Description: Online investment advisory solutions are providing tremendous opportunities for both established and next-generation financial advisors to grow their business. Join us to catch up on trends in digital wealth management, the technology powering it, and how financial advisors can embrace it.

 

Workshop 5: Capturing Market Opportunities With Wearable Technology

Description: With the mass movement of data and services to the cloud, the potential to conduct business anywhere and anytime has extended to wearable technology. Join us to hear how TD Ameritrade is using our innovative API to make staying on top of the markets a reality on Google Glass.

Chris Valleley

Chris Valleley

Director, Technology Solutions, TD Ameritrade Institutional

Omaha-based Chris Valleley, Director of Technology Solutions, is the motivating force behind the delivery of TD Ameritrade Institutional’s Veo®  Open Access platform—a progressive and flexible financial advisor technology solution designed to help address each advisory firm’s unique needs, and integrates with the most leading financial services software applications.

Through his leadership, technology insight and operational expertise, Chris has strengthened the culture of collaboration and innovation within the advisor technology space. Since 1999, Chris successfully led the Veo®  Next Generation website launch, and held management roles in technology, operations and business analysis, and product management.

Yodlee

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Yodlee Interactive is a driving force behind today’s FinDat revolution with APIs that empower entrepreneurs, partners, and developers to power the latest digital financial innovations around the world.

Yodlee Interactive APIs support independent and partner FinApps by providing authorized access to real-time data for customers’ current bank, credit card, investment, and loan accounts, as well as bills, insurance, and rewards programs.

Yodlee Interactive APIs are behind hundreds of today’s coolest and most personalized digital experiences, including Credit Karma, LearnVest, miiCard, PowerWallet, SavvyMoney, SelfWealth, Xero, and Wave.

 

Website: http://interactive.yodlee.com/

Twitter: @YIDeveloper

Workshops

Workshop 1: How To Build An App With Financial Data: Hands On Help From Yodlee Interactive And The Hot App Builders Who Are Leading The Charge

Description: Getting started with the Aggregation API: integration, developer portal tools, resources, and help using key features like our add account wizard (FastLink). Plus a show and tell on how two key developers have used Yodlee data & FastLink to build killer apps and a look into what features are coming soon and hearing from our early adopters.

 

Workshop 2: Yodlee’s Instant Account Verification APIs as a comprehensive account validation solution to minimize Risk and Fraud

Description: Learn how to use Yodlee’s Instant Account Verification APIs as a comprehensive account validation solution to minimize Risk and Fraud. Roll up your sleeves and see first hand how builders are using the API to streamline the availability and validation of accounts in today’s rapidly innovating funding processes.

 

Workshop 3: Supercharge Your Apps With Wealth Data From Yodlee & Xignite

Description: Learn from both Yodlee and Xignite on how to get access to Wealth Data information (Stocks, Mutual Funds, Positions) via their APIs and the types of apps that you can build with this information.

 

Workshop 4: Yodlee Interactive Code Review – Kick Back and Code With Us

Description: We’re bringing the Yodlee Pro Services team in to kick back with you and review code, answer questions, and hack through any confusion or challenges you may be facing.

Joseph Polervari

Joseph Polervari

Chief Strategy & Development Officer, Yodlee and Founder & GM, Yodlee Interactive

Joe Polverari is focused on making the Yodlee platform available everywhere that value can be created by entrepreneurs, partners, and developers building digital financial apps and services. A member of Yodlee’s executive management team since 2000, Joe brought with him considerable experience in multinational strategic, transactional, and operational initiatives in the financial services and enterprise software and services markets. Joe is a graduate of the Stanford Graduate School of Business Executive Program, holds a juris doctorate and degree in Economics from Santa Clara University.

Cheung Tam

Cheung Tam

Director API Product Management, Yodlee

Cheung Tam is Director API Product Management at Yodlee. Previous to Yodlee, Cheung served as Senior Product Manager, Developer Platform at Intuit. Cheung is a technologist with advanced degrees in business and engineering and has over 15 years of development, product and project management experience. His technical leadership spans leading engineering & product teams, working in cross functional groups, and managing products lines as well as new products from definition to launch in both corporate and startup environments for companies such as Nortel, McAfee, Vovida Networks, Cisco Systems, and Edgewater Networks.

Anita Hayrapetian

Anita Hayrapetian

Senior Solutions Engineer, Yodlee Interactive

Anita Hayrapetian is Senior Solutions Engineer at Yodlee Interactive. Anita is a customer focused sales engineer with in-depth technical knowledge and superior presentation and interpersonal skills. Able to build and maintain strong rapport with customers and gain their confidence in the shortest span. Successfully developed and deployed more than 20 major projects including auction, e-commerce and ERP systems for global computer component re-sellers. Focusing on the timely delivery of core requirements means her projects are successful when measured by either delivery schedule, cost efficiency or customer satisfaction.

Lori Martel

Lori Martel

VP Platform Product Management, Yodlee

Visa

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The Visa Developers program provides a broad array of tools, services and resources from both Visa and its subsidiary brands to help developers create seamless, multi-channel payment solutions.

 

Website: developer.visa.com

Blog: developer.visa.com/blog

Twitter: @VisaDeveloper

Workshops

Workshop 1: Visa Checkout API-less Web Integration

Description: Implement your own instance of Visa Checkout on a website and get started with the Sandbox, adding requirement elements to a cart page, receiving/decrypting a payload, and updating with a pixel. Learn how simple it is to implement Visa Checkout on a website without making a single API call.

 

Workshop 2: Visa Checkout Android SDK Integration

Description: In this session we’ll show you how to add Visa Checkout support to your app using our Android SDK. Learn how easy it is to configure your app for Visa Checkout, as well get a payload and perform an update via our API.

 

Workshop 3: Visa Checkout Provisioning Integration for Financial Institutions

Description: Learn how to implement the Visa Checkout Provisioning interface on your site to streamline the provisioning of Visa Checkout accounts for your customers. We’re discussing light and heavy integration options. See how simple it is to help your customers create Visa Checkout accounts on your site.

 

MasterCard

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MasterCard (NYSE: MA), www.mastercard.com, is a technology company in the global payments industry. We operate the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard’s products and solutions make everyday commerce activities easier, more secure and more efficient for everyone.

 

Website: developer.mastercard.com

Blog: developer.mastercard.com/blogs

Twitter: @MasterCardDev

Workshops

Workshop 1: MasterCard Developer Zone: Under the Hood – Building a Developer Product and Program

Description: Come learn how MasterCard, one of the most successful technology companies in the world, is building a global developer platform and program.

 

Workshop 2: MasterCard Developer Zone: Selecting The Right APIs and Driving Innovation

Description: Designing a product using APIs should not be complex or mysterious. In this session, we will look at the technology powering MasterCard Developer Zone and how to use it to create the next Big Thing.

 

Workshop 3: A Big Company in a Startup World (Building a Global Digital Payment Network with Regions in Mind)

Description: New products and cutting edge technology don’t just come from startups. Come learn some of the ways MasterCard is supporting innovation and launching products all over the world.

 

PayPal & Braintree

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The PayPal / Braintree Developer program is the face of technology innovation for the companies. Using an open source technology stack foundation, we are constructing new breeds of payment platforms, API standards, and identity systems to support the next generation of disruptive technology.

 

Website: developer.paypal.com

Blog: devblog.paypal.com

Twitter: @PayPalDev

Workshop: Making Payments Fun

Description: Who ever said payments were complicated/boring? This is a quick introduction into the world of online payments and how to make it fun and enjoyable for your customer. Whether it be on your smartphone or website, we’ll show you how you can get setup and accept payments quickly.

Justin Woo

Justin Woo

Developer Evangelist, Braintree / PayPal

Justin Woo is a Developer Evangelist at PayPal and has been programming ever since he got his first IBM XT running DOS. He loves writing mobile applications (especially hybrid-HTML5 applications) and wishes everything could be done in LISP.

Forte Payment Systems

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Forte Payment Systems is a leading provider of innovative electronic payments solutions. They offer scalable enterprise-class solutions through an optimized suite of services including credit card processing, ACH/eCheck origination and fraud prevention.

 

Website: forte.net

Blog: forte.net/blog

Twitter: @fortepayments

Workshop: Forte Payment APIs - Deep Dive

 Description: This hands-on workshop will focus on integration using Forte.js, Forte Checkout and Forte’s REST-based APIs. We’ll also discuss our SDKs, which make integration using today’s most popular development languages and mobile OS a snap.

Jeff Thorness

Jeff Thorness

Coder, CEO and Founder of Forte, Forte Payment Systems

Jeff Thorness is the founder and CEO of Forte Payment Systems. Originally a coder, Jeff wrote the very first line of code to launch the company. With his inspired vision and thoughtful management, Forte has evolved into one of the largest privately-held payment processors in the nation.

Xignite

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Xignite is the pioneer of cloud-based market data APIs & the data provider for leading Fintech innovators Betterment, FutureAdvisor, JemStep, Motif Investing, Personal Capital, Robinhood, SigFig, Stocktwits, The Currency Cloud, Wealthfront, Yodlee and more. From end-of-day stock quotes to spot rates on currencies, our APIs cover every asset class, market and data type available and are ideal for integrating data into FinTech mobile apps, websites, and platforms.

 

Website: xignite.com

Blog: xignite.com/market-data/blog

Twitter: @xignite

Workshop: Power Your FinTech Apps with Xignite Market Data Cloud APIs

Description: Come see how easy Xignite makes it to add virtually any type of financial market data into your app and why the top FinTech start-ups are Xignite customers. Get first-hand experience calling Xignite REST APIs for pricing, reference, and historical market data. Novices and experts are welcome; Xignite experts will be on hand to answer any questions and explain basic concepts (i.e. how to call a REST API) and share best practices (i.e. using our open-source SDKs).

Anand Viswanathan

Software Engineer, Xignite

Anand spearheads developer efforts at Xignite and is the creator of Xignite Labs. Prior to Xignite he held developer positions at Viagogo, Media Interface and Network Design Lab, The Ladders and Michigan State University, where he also taught advanced programming. He is fluent in Hindi and Tamil.

Al Chang

Al Chang

CTO, Xignite

 

EVO Snap*

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EVO Snap* is a one-stop shop for application integration, merchant underwriting and international payment processing. Our developer platform provides single-integration access to omni-channel payment processing and value-added services through one API – making it easy for developers to support merchants.

 

Website: evosnap.com

Blog: evosnap.com/blog

Twitter: @CanYouSnap

Workshop: DIY Offers and Rewards API – A Look Under the Hood

Description: Get up close and personal with the EVO Snap* Connect offers and rewards API and discover how to integrate offer publishing and card-linked redemption services into your loyalty app. Learn how to leverage pre-built service modules and explore options for making your bank/app portal more valuable to merchants by offering detailed retail analytics. We’ll crack open the API, review available data, and offer up sample code.

Peter Osberg

Peter Osberg

SVP, EVO Snap*

As head of EVO’s new integrated payments group – EVO Snap* – Peter is responsible for defining and executing EVO’s integrated software strategy globally. Prior to joining EVO, Peter spent 25 years managing direct and indirect sales and marketing organizations for high growth B2B and B2C companies.

Eshta

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Eshta develops and operates Eshtapay as a financial platform that can act as an online payment system, e-wallet, escrow system, and self-service payment terminal back-end. Eshtapay (due to its very flexible architecture) is a Swiss-Army knife for the online banked and unbanked alike.

 

Website: eshtaholdings.com

Workshop: Eshtapay: 80M People Market Case Study

Description: Eshta CEO Catalin Braescu is offering a detailed break down of the customization and deployment of Eshtapay for the 80-million-person Egyptian market. Expect a colorful presentation, Indiana Jones situations, breakneck deadlines, and a Hollywood happy ending!

Catalin Braescu

Catalin Braescu

CEO, Eshta

Catalin Braescu is an Internet entrepreneur who made his first millions selling the family-owned publishing house to Burda, the largest European privately-owned media empire.

With a background in journalism and marketing, Catalin is bent on bringing the wallets of developing markets online.

Intuit Partner Platform

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The Intuit Partner Platform (IPP) is an open platform that enables developers to integrate with rich financial and transactional data through REST-based APIs and offers unparalleled reach to millions of small businesses through Intuit Apps.com.

 

Website: developer.intuit.com

Blog: developer.intuit.com/blog

Twitter: @ippdev

Workshop:Intuit’s Financial Data APIs: Getting Started With the Best Platform to Connect to Small Business and Consumer Financial Data

Description: QuickBooks Online (QBO) has the largest small businesses audience in the world and the QBO API opens up this valuable market to partners and developers like you. The Customer Account Data (CAD) API is the same API that powers Mint.com giving you access to transaction data from over 19,000 financial institutions. In this session we will review the QBO and CAD APIs.

 

This session is best for developers looking to serve small businesses and accountants.

 

Key Takeaways:

  • What the QBO Platform offers to you as a partner and developer
  • How to start integrating with the CAD API so you can get started quickly

Pearce Aurigemma

Pearce Aurigemma

Senior Developer Evangelist, Intuit Partner Platform

Aurigemma is a Sr. Developer Evangelist specializing in working with global partners and on boarding them to the Intuit platform. Pearce is a passionate presenter known for interesting and valuable technical presentations. He holds a technology patent and a BA in Psychology from Boston University.

Financial Apps

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Financial Apps provides a suite of developer tools and API access for financial account and transactional data. Our solutions help to quickly build the next generation FinApp. The Financial Apps Relevancy Engine helps make data actionable, providing a comprehensive solution for Fintech development.

 

Website: financialapps.com

Twitter: @financial_apps

Workshop: Get Relevant: Driving Data to Action

Description: The Financial Apps Platform simplifies the way developers build, manage, and scale their applications’ transaction driven components.  ​In this workshop, we will demystify the process of transforming financial data into relevant solutions that can directly consumed by your applications. Learn how to:

 

  • Connect to financial data using Financial Apps’ easy to use RESTful based JSON API and developer libraries
  • Construct complex data aggregations in minutes using Boolean logic with the FA Relevancy Engine Interface
  • Execute and deliver new datasets at run time speed and make schema changes without system interruptions
  • Create queries and rules that analyze your data and deliver actionable results and alerts

Bob Sullivan

Bob Sullivan

President, Financial Apps

Bob Sullivan is the President and CEO of Financial Apps, a Florida based, Fintech development company. With over 25 years of experience in the financial services industry, Sullivan leads a team of focused, Fintech professionals that are building the next generation of Financial Technology.

Bill Kennedy

Bill Kennedy

Chief Scientist, Financial Apps

William Kennedy is the chief scientist at Financial Apps in Fort Lauderdale, FL. FA is an aggregator of consumer financial data. They offer an evolved api and client tools designed to provide a proactive approach to personal financial management. Bill is the author of the blog GoingGo.net.

Modo

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Modo powers better buying experiences with better economics, created by YOU! Using our handcrafted API, any developer can build their own mobile app with the ability to perform in-store purchases at tens of thousands of store locations. Modo powers the payments and tech and you design the experience.

 

Website: modopayments.com

Twitter: @GETmodo

Workshop: Get Your Hands On Modo

 Description: Now you know the secret about how the Modo API can transform buying experiences for your users, audience or customer base, and make real money with your mobile app. Get to this workshop, roll up your sleeves and build an app you will fall in love with.

Bruce Parker

Bruce Parker

ModoPayments

Bruce is a self-described payments superstar. At S2 Systems, eFunds, ACI Worldwide and FIS he built products, partnerships and strategies for some of the largest players in the payments world. He is now leading Modo into the revolution of mobile buying experiences with the cunning use of economics.

Avoka

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Avoka is a leading customer experience management company specializing in multi-channel customer transactions. Avoka powers customer engagement applications for banking and insurance organizations worldwide, capturing and delivering business-critical customer transactions into back-office systems.

 

Website: avoka.com

Blog: avoka.com/blog

Twitter:@avokatech

Workshop: Build An Omni-Channel Account Opening Experience In Under 60 Seconds

Description: Avoka will build an account opening experience in under an hour that Is responsive & adaptive

  • Supports cross-over between channels
  • Is integrated to social media for pre-fill
  • Is integrated to electronic ID verification
  • Facilitates cross-sell with loose coupling to core systems

Derek Corcoran

Derek Corcoran

Head of Business Solutions

Derek is a partner at Avoka with over 20 years experience with IT in Financial Services covering Europe, USA, Asia and Australia. His primary focus has been customer sales and service transactions in banking, wealth management, and insurance.

Howard Treisman

CTO

As CTO of Avoka, Howard is focused on strategic product management, including market analysis and differentiation, product roadmap, competitive intelligence, partner solutions, and product marketing communication. Howard ensures the Avoka product and platform meet customer requirements.

Jeff Kalicki

Jeff Kalicki

Account Manager

Jeff is an Account Manager comfortable presenting technology to all levels of business, as well as leading architecture discussions.

InComm

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InComm is the leading provider of prepaid and transaction technologies with 400,000 points of distribution, nearly $30 billion annual transaction volume and reaching over 1 billion customers weekly.

 

Website: cashtie.com

Blog: blog.cashtie.com

Twitter: @cashtieapi

Cashtie API - Democratizing Access to Retail POS

Description: In this workshop we are showcasing how we democratized access to the POS (Point of Sales) of some of the largest retailers in the world like Walmart, CVS, Rite Aid, Target, Family Dollar and many more. We are demonstrating how to insert transactions as line items into the customer receipt including validating pre-tender transactions and completing post tender.
We are also presenting various use cases how the Cashtie API is used to digitize cash payments and touch on our different integration methods for developers.

Thomas Cornelius

Thomas Cornelius

President Adility/ Cashtie, InComm

Thomas Cornelius focuses on online to offline conversion since 1998 when he started his first Internet company Addashop. Recently Thomas sold his latest business Adility to InComm and joined InComm as President of Adility/ Cashtie and as a SVP of InStore Solutions.

BehavioSec

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Leaders in frictionless behavioural user verification & authentication. BehavioSec examines how you interact with a web site or mobile device to provide a frictionless layer in web fraud prevention.

 

Website: behaviosec.com

Twitter: @behaviosec

Workshop: Real-time Scoring of Behavioural Biometrics via Web Services

Description: Presenting our web & mobile SDK, we are diving deep into the backend services and showing how easy it is to instrument a website or mobile app with frictionless behavioural biometrics to add a new layer of security.

 

In an interactive session we are demonstrating a number of use cases of both real-time scoring and ‘after the fact’ biometrics forensics. We open up the client SDK to show the APIs, file formats, etc. In parallel, we expose the typical integration points to see the architecture and the power the backend web service APIs offer developers to represent additional transaction security in a way that suits your organization’s business needs.

Neil Costigan

Neil Costigan

CEO, BehavioSec

CEO at BehavioSec, Lulea, Sweden. Background in entrepreneurial and technical leadership experience in seed‐stage, venture‐backed startups, and global technology corporations. Strong international background with over 20 years work & education in Ireland, Sweden, France, and the US. Previously VP R&D at Smart Card manufacturer Gemplus, Aix‐en‐ Provence, France. Co‐founder/CTO at PKI specialists Celo Communications (Celo), Mountain View, California & Stockholm, Sweden. A software developer by trade, who has developed a number of commercial security applications and spoken extensively on cryptography & network security. He holds a PhD (2009) for his thesis on Elliptic Curve Cryptography on Modern Processor Architectures.

Xero

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Xero is beautiful, easy-to-use online accounting software for small businesses and their advisors. The company has over 300,000 paying customers in more than 100 countries around the world. Xero ranks No. 1 by Forbes as the World’s Most Innovative Growth Company.

 

Website: xero.com

Blog: xero.com/blog

Twitter: @Xero

Workshop: Building an API driven Ecosystem for Small Business

Description: In this session, you’ll hear how Xero has successfully grown it’s marketplace to over 300 integrated applications. How we’ve structured our developer partner program and built our open API as well as the key lessons we’ve learned along the way.

Sidney Maestre

Sidney Maestre

Developer Relations Manager, Xero

Sid Maestre is Xero’s Developer Relations Manager for US add-on partners. In this capacity, he advises partners on integration best practices and certifies partner integrations. Prior to joining Xero, Sid worked with PayPal and StackMob as a Developer Evangelist.

PayNearMe

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PayNearMe enables consumers to pay rent, repay loans, buy tickets, make online purchases, and do much more with cash. Consumers can make cash payments in their own neighborhood in less than 60 seconds through PayNearMe’s network of 17,000 authorized payment locations including 7-Eleven®, Family Dollar®, and ACE Cash Express® stores.

 

Website: paynearme.com

Blog: blog.paynearme.com

Twitter: @PayNearMe

Workshop: Strong But Agile: Innovation When Money is On the Line

Description: Innovation in fintech happens faster than ever. When working with other people’s money, there is no room for error. How do you build teams and systems that are flexible for agile product development and rigid for security and reliability? What’s the relevance of historical payment systems? And what about Bitcoin?

John Minor

John Minor

VP of Product and Marketing, PayNearMe

John Minor is VP of product and marketing at PayNearMe, an electronic cash payment network used by businesses and government agencies to enable consumers to make payments in their own neighborhoods using cash. Previously, John managed network products for Jasper Wireless and worked at Motorola, where he helped the company launch its first Android phone. 

Mifos Initiative

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The Mifos Initiative is a 501(c)3 non-profit that guides the development of the Mifos X solution for financial inclusion, an API-driven open source platform with a suite of configurable cloud apps. Our community speeds the elimination of poverty by scaling financial services to the 2.5 Billion unbanked.

 

Our platform is game -changing because we are mobilizing a global community, which is the only way to confront the massive problem we face. Our open source license and community driven approach is unlocking new collaboration and enabling new business models that will allow the financial inclusion sector to scale upward and outward. It enables small institutions to mature and large institutions to reach down cost-effectively in a manner that never could be possible before.

 

Website: mifos.org

Blog: mifos.org/blog

Twitter: @Mifos

Workshop: Building Apps for Financial Inclusion on the Mifos X Platform

Description: In this hands-on session, you’ll learn how to quickly build enterprise-grade financial inclusion solutions on top of Mifos X , an open-source cloud-based Java platform providing the common core banking functionality though a full set of RESTful APIs, an AngularJS web app and an Android client.

Vishwas Babu

Vishwas Babu

Chief Community Engineer, Mifos Initiative

Vishwas leads the Mifos X core product development team, maintaining the architecture & design standards of the platform and stewarding in contributions from external contributors & volunteers. He is also co-founder of Conflux Technologies, supporting technology for Indian financial institutions.

“As a past Finovate presenter, we know that they run one of the best events in FinTech. We’re excited that they’re launching a conference focused on developers, and expect it to be awesome!”

— Derek Webster, Founder & CEO of CardFlight

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Venue


FinDEVr San Francisco will be held at the beautiful UCSF Mission Bay Conference Center.

UCSF Mission Bay Conference Center
1675 Owens Street Suite 251 San Francisco, CA 94143-3008
UCSF Mission Bay Conference Center (see map)
1675 Owens Street Suite 251
San Francisco, CA 94143-3008
For parking information, please click here. 

Hotels


There is no official hotel for FinDEVr San Francisco, and we recommend using Expedia, Airbnb, Hotwire, Priceline, Travelocity, etc. to find a hotel that looks good to you.

If you have any questions or need help, please email SanFran@FinDEVr.com.

Industry Sponsors


Partners


BankersHub logo
BayPay logo
California Bankers Association logo
fin-tech.org logo
Hotwire logo
Mercator Advisory Group logo
Payment Week logo
the paypers logo