Innovation News Items

IID Launches Fintech Radar Program in Partnership with Startupbootcamp

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Institute for Innovation Development Launches Fintech Radar Program in Partnership with Startupbootcamp



This press release was orginally distributed by ReleaseWire

Tampa, FL -- (ReleaseWire) -- 05/05/2016 -- The Institute for Innovation Development [IID], an educational and business innovation network for growth oriented financial advisors and financial services industry executives, is bringing together the early stage FinTech and financial advisor communities, starting an event partnership with Startupbootcamp FinTech New York.

The FinTech Radar program is one of three major programs that IID will launch this year. The other two are an Adviser Practice Management 3.0 program, which entails the introduction of business innovation training and best practices for financial advisers; and the development of Community Innovation Centers to help advisers position themselves at the center of economic development in their local communities.

Bill Hortz, Founder & Dean, IID, explained that he has lined up a number of event partnerships with Startupbootcamp and other accelerators/incubators to promote more communication, access and working collaborations between the early stage FinTech community and top financial advisor firms and industry executives. 

"We are confident that our FinTech Radar Program will provide IID members access to leading edge financial ideas, technologies, research/investment platforms and client engagement services, while concurrently creating a platform for early stage FinTech companies to connect with a nation-wide network of progressive financial advisors and industry executives to act as mentors, beta testers and product development collaborators," stated Hortz. "We are particularly pleased and honored to be working with Startupbootcamp, due to their premier position as the leading global accelerator focused on financial innovation."

"By collaborating with organizations like the Institute for Innovation Development on social events, workshops and mentoring opportunities, we not only connect the greater FinTech Community, but we also take an active role nurturing startups - helping them reach their fullest potential," says Jesse Podell, Managing Director Startupbootcamp FinTech New York.

Leaders of both organizations will be creating numerous ways to link up their two growing communities, including an exclusive reception being held at Startupbootcamp NYC offices in lower Manhattan on the evening of Thursday May 12. IID will also add a Startupbootcamp FinTech pitch session to its upcoming IID Financial Services Innovation Forum on Thursday June 23rd hosted by the NASDAQ at its One Liberty Plaza offices.

About Institute for Innovation Development
The Institute for Innovation Development is an educational and business innovation network for growth-oriented financial advisers, industry executives, and innovative vendor partners to the financial services industry. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their growth, differentiation and unique community engagement strategies. The Institute was launched with the support and foresight of our Founding Sponsor partners – Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, & Charter Financial Publishing (FA & Private Wealth magazines). 

For additional information visit or contact Bill Hortz at 

About Startupbootcamp 
Founded in 2010, Startupbootcamp is a global network of industry-focused startup accelerators, running 13 programs in Amsterdam, Barcelona, Berlin, Istanbul, London, Miami, New York, Singapore, with a mentor and alumni network in over 30 countries. More than 300 startups have been accelerated by Startupbootcamp, of which 72% have received funding. For more information visit:

For more information about Startupbootcamp Fintech New York, please contact Shawna Motley at For media inquiries, please contact


For more information on this press release visit:

Media Relations Contact

Claudio Pannunzio
Telephone: 203-532-5881
Email: Click to Email Claudio Pannunzio

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Front End of Innovation - May 10-12, Boston, MA

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The Full Spectrum Innovation Event- From Ideation through To Execution

FEI 2016 - May 10-12, Boston, MA

The 14th annual FEI: Front End of Innovation is a conference that senior level R&D, Innovation, and Product Development executives rely on to thwart the growing threat of disruption by non-traditional competitors. Large organizations are under fire to be more agile and opportunistic in their approach to innovation, adaptation, and disruption. That's why the 2016 curriculum is designed to help systematically tackle the innovation process- from ideation through execution- in order to capture immense innovation.

Innovation guides responsible for setting the strategy at the most admired innovation brands push you to challenge your assumptions and rethink your strategy through a series of workshops, case studies, and innovation excursions.

The Institute strongly recommends members experience a cross-industry innovation conference as part of your development as innovators. You will be exhilarated and amazed...

Visit for more information.

Use the Institute 20% discount code: FEI16INNOVDEV


FREE 4/7 Webinar: Capitalizing on Wealth Management Innovation

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FREE Webinar: Capitalizing on Innovation -top trends driving engagement in Wealth Management

April 7, 2016
2 PM ET/11 AM PT
Brought to you by American Banker


The wealth management space will continue to be a key battleground for financial service providers as an estimated $41 trillion begins to transfer over to the next generation. So whether your financial institution has begun looking into the trends that are driving your expansion in the investor space or not, it is important to consider how these initiatives can be leveraged to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.

Join us as we discuss the trends and opportunities driving change in wealth management at leading financial institutions. Hear the latest data from Alois Pirker, Javier Paz, and Will Boland from the Aite Group, and Jay Hummel, Envestnet, and John Bird, Envestnet | Yodlee, as we discuss:

  • What are the key trends driving change in wealth management
  • How these trends may affect your ability to deliver goal-based advise
  • The future of wealth management and digital advisor solutions


FREE Registration: Click here


Institute Stakeholders Meeting - 3/2/16, Atlanta

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The Institute for Innovation Development - an educational and business development catalyst for growth oriented financial advisors and industry executives -  will be having a regional stakeholder meeting in the Buckhead area of Atlanta on Wednesday 3/2 1-4pm. We will have a cross-section of our strategic partners, Founding members, and innovation experts from our Advisory Board to discuss progressive industry topics and explore new initiatives and resources from the Institute. All stakeholders are cordially invited!   Featured guest speakers include:  


Larry White, The Ritz Group and Corporate Foundry/Brite Idea Lab - Larry is dedicated to enhancing Georgia's entrepreneurial investment community and leveraging his corporate and entrepreneurial expertise to provide major corporations, small businesses, and higher education with a suite of programs and technologies to foster internal and open 360 Innovation.  


Thomas Mark Keith, AI Innovation Technology -Mark will share a new application in the artificial intelligence field- digitizing wisdom and replicating human expertise. Its benefit is in closing the quality gap of subjective decisions between an expert and others making similar decisions. This innovative approach in the field of decision science is disrupting "Big Data" and has important implications for every organization including financial services. Be one of the first to explore this new approach in leveraging artificial intelligence in unique ways.  


Vance Howard, Howard Capital Management - Vance will discuss his expertise on the application of risk management algorithms to the retirement plans arena. His 401k Optimizer is Dalbar certified as a ‘computer model’ which meets the detailed requirements of ERISA for fiduciary relief.  


Gregory Todd Jones Ph.D., Faculty University of GA - Dr. Jones will share a fascinating technology that can read marketing material both printed and on-line, assess the message and compare that brand’s position to like kind organizations. Displayed in a 3D visualization,  advisors firms can understand their brand in relation to others and identify crowded and open spaces in the landscape where they tweak their brand to rise above the noise of a commoditized industry and create competitive advantage.  


Here are some of the Institute's initiatives and programs we are developing and which we will also be discussing:  


1. Advisor practice management 3.0 - developing 2 levels of innovation best practice training for growth-oriented advisor groups (keynotes/workshops/training series/Advisory Board innovation experts)
   PracMgt 1.0 = core business/marketing training - excellent and needed training but designed and works best in a stable environment, not rapid business change


PracMgt 2.0 = tech/digital marketing training - vital, but technology is a tool, not the solution


PracMgt 3.0 = innovation best practice training - becoming a continuously self assessing firm that can adapt to the external business & cultural changes for growth, differentiation, and client engagement - 2 levels of professional development: innovation mindset and 4 business innovation decisions/steps needed now.  


2. "redefining retirement" "entrepreneurial services" & "community innovation engagement" programs -  3 specific local community innovation marketing/branding opportunities for financial advisors.  


Advisors as social entrepreneurs - Another component and goal of the institute and the above programs are to mobilize the financial advisor community to become recognized as "social entrepreneurs" by being more fully aware and active in supporting local/regional entrepreneurial efforts and economic development. The Institute is developing strategies for advisors on how to find and collaborate with startup community leaders in their communities. This can provide advisors with a powerful local community engagement strategy that will help them work with and support business owners, CEOs/CFOs, family offices, millennials, educational institutions, and local community centers of influence.  


3. FinTech Radar program - building more communication & access between start-up community and financial services leaders to support access to latest new ideas, technologies, investment products, platforms and client engagement services.     


Stakeholders of the Institute (Founding Sponsors, Founding Innovator members, Advisory Board members, and strategic partners) are invited and able to invite a limited number of guests. Others interested in attending should contact:


Bill Hortz, Founder/Dean, Institute for Innovation Development


For more information and list of benefits for joining the Institute for Innovation Development, visit: 

The Spirit of Entrepreneurship Webinar - 1/26 1pm EST

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What does it mean to be an entrepreneur in today's fast-paced world? How do you keep your firm competitive against the rapid change in the business and cultural environment in which you now operate in?

Uncover the best practices of Silicon Valley entrepreneurs and venture capitalists and how they bring new ideas to market with this FREE webinar on Tuesday 1/26 1-2pm EST.

Presented By:

The Stanford Innovation and Entrepreneurship Certificate program.

Click here for FREE registration. 



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