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Frequently Asked Questions

Who are you?

Banker
Fintechs

FinTechVisor portal

When was the official launch of FinTechVisor?

The official launch of the FinTechVisor Portal happened on 17 May 2018, during Efma’s CCX Forum in London.

What is Efma?

A global non-profit organization, established in 1971 by banks and insurance companies, Efma facilitates networking between decision-makers. It provides quality insights to help banks and insurance companies make the right decisions to foster innovation and drive their transformation. Over 3,300 brands in 130 countries are Efma members.

A full list of Efma members is available here.

What is Capgemini?

A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients' opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of 200,000 team members in over 40 countries. The Group reported 2017 global revenues of EUR 12.8 billion.

Who can access the FinTechVisor site?

FinTechVisor is available for FinTech companies (FinTech, InsurTech, RegTech...) with a business model serving the financial services industry (banks and/or insurance companies) through innovative, tech-driven solutions. FinTechs can add their company page and solutions after logging in.

FinTechVisor is also accessible to Efma members (financial institutions) as well as Capgemini clients.

How can I create an account?

In order to create your account, click on Sign up if you don't have your Efma account yet. Please use your professional email address.

If you have an Efma account, click on Sign in and use your Efma credentials to access the portal.

How can I promote my Fintech initiatives?

If you are interested in creating a dedicated company's profile for your institution to promote your FinTech initiatives (such as hackathons, acceleration programs, API Sandbox projects...), contact hello@fintechvisor.com and we'll help you set up your profile and give you the admin rights. On top of your dedicated page, you will also have access to targeted marketing campaigns to our fintech database.

Please note this feature is available for Efma members only.

Who can update my company's profile? Can we have more than one administrator?

You must be an admin to have the rights to edit your company’s profile. A company profile's creator automatically gets the admin rights. You are allowed to add more administrators from your institution. Please contact us at hello@fintechvisor.com and we will be happy to help.

How can spot the Fintechs that best suit my needs / strategy?

FinTechVisor provide an advanced tool that helps you specify any FinTech project or request you are currently working on. The tool will show you targeted Fintechs matching your project and request.

1. Log in with your Efma account or sign up
2. Once logged in, from the homepage or from your profile picture (top-right corner), click on "Matchmaking tool" or "My needs"
3. Submit My Needs form to get relevant FinTech suggestions
4. See more details by clicking on a each FinTech page

How can I connect with FinTechs?

From the Fintech Library, click on the Fintech page that interests you. Click on Get in touch button and you'll be automatically access the in-site messaging tool.

What is Capgemini ScaleUp Qualification?

The Capgemini ScaleUp Qualification is a comprehensive four-step process, evaluating a ScaleUp’s ability and maturity to partner with large corporates. Learn more here

How can I check the qualified scale-ups?

If you wish to check a list of qualified scale-ups, go to the FinTech library and use a filter Qualification to sort by qualification levels.

Once you open the company page, you can read more by clicking on the qualification level's icon.

Who can access my profile?

Your profile is available to FinTech companies, Efma member financial institutions and Capgemini clients who have created a user account on FinTechVisor. A full list of Efma members is available here. 

Why did Efma and Capgemini create FinTechVisor?

Our goal was to create an online matchmaking platform where Financial Institutions and FinTechs create collaborations.

Financial NewTech Challenge 2020

My Fintech collaborative project is for a B2C solution. Can I apply?

The Fintech with which you made the collaboration must have provided a B2B or B2B2C solution.  

Who can submit to the collaboration category?

Either the Fintech or the bank who concluded a collaboration together can submit their successful collaborative project to the Challenge. 

Whether the application is done by the Fintech or the bank, both apply on behalf of their partner who they must duly inform before submitting their project.

Submissions are open to non-Efma member as well.

 

My collaborative project is on at POC stage, can I apply?

Only collaborative projects commercially launched and still running will be taken into account for the Challenge.

What is the Efma-Capgemini Financial NewTech Challenge?

The Financial NewTech Challenge offers an opportunity for NewTechs and financial institutions to showcase their collaborative business solutions to an elite panel of experts and industry influencers. To learn more about this year's edition, click here.

My Fintech partner is a Start Up / Scale Up, can I submit a collaborative project?

You can submit all your collaborative projects concluded with your StartUp or Scale Up partners.

 

Only conditions to apply with them are:

- Your collaboration must be about a B2B or B2B2C solution

- Your project must be commercially launched and still running

I still have questions...

FinTechVisor helpdesk

Please send us your questions or comments on hello@fintechvisor.com. Our Fintech Account Managers are ready to help you. 😊

FinTechVisor portal

What is Efma?

A global non-profit organization, established in 1971 by banks and insurance companies, Efma facilitates networking between decision-makers. It provides quality insights to help banks and insurance companies make the right decisions to foster innovation and drive their transformation. Over 3,300 brands in 130 countries are Efma members.

A full list of Efma members is available here.

What is Capgemini?

A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients' opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of 200,000 team members in over 40 countries. The Group reported 2017 global revenues of EUR 12.8 billion. 

Who can access the FinTechVisor site?

FinTechVisor is available for FinTech companies (FinTech, InsurTech, RegTech...) with a business model serving the financial services industry (banks and/or insurance companies) through innovative, tech-driven solutions. FinTechs can add their company page and solutions after logging in.

FinTechVisor is also accessible to Efma members (financial institutions) as well as Capgemini clients.

How can I create an account?

In order to create your account, click on Sign up. Please use your professional email address.

 

 

How can I update my FinTech profile?

You must be an admin to have the rights to edit your company’s profile. If you don’t have access, please contact us at help@fintechvisor.com and we will be happy help sort this out.

How much does it cost to create FinTech profile?

It is completely free of charge. 😊 

What is the difference between company page and solution page?

Each FinTech create both, company page and add its solution at the bottom to provide a full overview of the company’s mission and technologies it provides to the financial services industry.

A company page: It is more focused on a brief explanation of what the company does, what is its mission, value proposition or geographical scope. You can also connect with the company through a dedicated „Get in Touch“ function.

A solution page: Besides a company page, each FinTech can also add one or more solutions at the bottom – i.e. technologies they have in its portfolio. Each solution page provides with more detailed overview on how the technology works, what are the benefits, main features and it’s also possible to add several media such as a video demo, visuals or technical documentation.

Can I promote as many solutions as I like?

Sure! Once your FinTech profile is created, don't hesitate to add all the solutions you have in your portfolio.

Can I contact a bank or an insurance directly?

Once your Fintech profile is set up, financial institution can contact you directly using the „Get in Touch“ button displayed. It opens an on site messaging tool. The admin of your page will receive a notification as soon as a financial institution contacts you via the "get in touch" feature.

You can contact only banks and insurances who are partners of FinTechVisor.   

Who can access my profile?

Your profile is available to FinTech companies, Efma member financial institutions and Capgemini clients.

A full list of Efma members is available here. 

 

What is Capgemini ScaleUp Qualification?

The Capgemini ScaleUp Qualification is a comprehensive four-step process, evaluating a ScaleUp’s ability and maturity to partner with large corporates. Learn more here

When was the official launch of FinTechVisor?

The official launch of the FinTechVisor Portal happened on 17 May 2018, during Efma’s CCX Forum in London.

Financial NewTech Challenge 2020

I provide B2C solutions, can I apply?

The Challenge is open only to Financial NewTech, i.e StartUp or ScaleUp firms providing B2B solutions to financial institutions.

To which categories can I apply?

StartUps or ScaleUps providing B2B solutions for financial institutions can apply once to the NewTech categories: 

- Retail and commercial banking

- Payments

- Wealth management, investment and capital markets.

While applying, you can choose to submit to solution to either 1 or 2 among those 3 categories.

 

You can also apply with your bank partners in the Financial NewTech Collaboration category. You can submit as many applications as partners you have :) THe only condition being that your bank collaborative project must be commercially launched and still running. Please note that you will apply here on behalf of your partner that you must inform before submitting.

What are Financial NewTechs? I'm a Start Up/Scale Up, can I apply?

Financial NewTechs are all StartUp and ScaleUp firms which provide B2B solutions for financial institutions.

Please apply as a Start Up if you fulfill these conditions:

- Provide B2B solution(s) 
- Have at least 1 corporate client in full production

Please apply as a Scale Up if you fulfill these conditions:

- Provide B2B solution(s) 
- Have at least 1 corporate client in full production
- Have raised at least 1M EUR/GBP/USD or if self-funded, should be profitable
- Revenue over 200k€ in the last fiscal year
- Have full-time employed management team

Do not hesitate to contact us if this status does not reflect your situation at hello@fintechvisor.com 

I'm privately owned and self-funded, can I apply as a Scale Up?

Yes, if you fulfill these conditions:

- Provide B2B solution(s) 
- Have at least 1 corporate client in full production
- Have raised at least 1M EUR/GBP/USD or if self-funded, should be profitable
- Revenue over 200k€ in the last fiscal year
- Have full-time employed management team

If not, you can still apply to the Challenge as a StartUp.

Do not hesitate to contact us if this status does not reflect your situation at hello@fintechvisor.com 

I'm unsure whether I should apply as a StartUp or a ScaleUp, how are those defined?

Efma and Capgemini define StartUps and ScaleUps as follow :

StartUp: firms which work on or offer solutions, services, products, etc. related to financial services, have revenues between 0-200k EUR/GBP/USD and have at least one client in full production

ScaleUp: firms which work on or offer solutions, services, products, etc. related to financial services, have raised at least 1M EUR/GBP/USD (or if self-funded, is profitable), have a revenue over 200k EUR in the last fiscal year and have full-time employed management team.

I still have questions...

FinTechVisor helpdesk

Our amazing FinTechVisor team is here for you to assist with any enquiries. Please contact us on hello@fintechvisor.com and we’ll surely get back to you asap.