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


Short-Form Presentations of Tools, APIs & Platforms

  1. Registration with Breakfast
  2. Fast-Paced, Short-Form Presentations
  3. Intermission with Refreshments
  4. Fast-Paced, Short-Form Presentations
  5. Lunch & Networking
  6. Fast-Paced, Short-Form Presentations
  7. Intermission with Refreshments
  8. Fast-Paced, Short-Form Presentations
  9. Happy Hour in the Exhibition Hall

Day One Presentations

More information on additional presentations coming soon.

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

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

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: http://www.tdainstitutional.com/

Blog: http://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

Director, Technology Solutions

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 one that integrates with most leading financial services software applications.

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: http://www.avoka.com/

Blog: http://www.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.

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: http://www.behaviosec.com/

Twitter: @behaviosec

Behaviosec Presentation

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.

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: http://cloudlendinginc.com/

Blog: http://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.

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: http://www.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

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.

In-Depth Workshops & 6-Minute Presentations

  1. Registration with Breakfast
  2. In-Depth Workshops
  3. In-Depth Workshops
  4. In-Depth Workshops
  5. Lunch & Networking
  6. In-Depth Workshops
  7. In-Depth Workshops
  8. In-Depth Workshops

Day Two Workshops

More information on additional workshops coming soon.

Yodlee

Close

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  Roll up your sleeves and see first hand how builders are using the API to streamline the availability and validation of accounts in the 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.

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

Avoka

Close

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: http://www.avoka.com/

Blog: http://www.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.

Modo

Close

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: http://www.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

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.

“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

Download the Event PDF

Everything you need to know about the show in one convenient place. Download now.


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


The fall is a busy time in San Francisco for conferences and hotel rates are correspondingly high.

The best way to get a good rate on a hotel in San Francisco is to buy a $50 Discover Pass to Oracle OpenWorld 2014 (a large conference happening in San Francisco simultaneously with FinDEVr) via this link: https://www.oracle.com/openworld/register/index.html

The pass will enable you to access their large number of discounted rates at hotels all over San Francisco and potentially save you hundreds of dollars. Plus it will enable you to take a stroll through their exhibit hall if you so desire.

That said, if you prefer, you can still book a hotel directly via Expedia or seek alternate lodging options via sites like Airbnb.

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

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