Presenter Profile
How they describe themselves: Lodo Software helps financial institutions drive revenue and enhance customer loyalty using online personal finance management tools.
Lodo's OurCashFlow is designed to be bank-branded and hosted, tightly integrating with online banking sites. The software supports a full range of PFM features including multicurrency and multilanguage support.
The OurCashFlow FI Dashboard offers a powerful cross-selling tool that taps the data gathered by the PFM platform. It helps financial institutions leverage a holistic view of customers’ accounts to tailor and personalize cross-sell campaigns for maximum impact and ROI.
How they describe their product/innovation: Lodo’s FI Dashboard helps financial institutions launch highly targeted cross-sell campaigns using information gathered by the PFM platform.
The software organizes and analyzes customer data to help financial institutions tailor their offers and advice, ensuring they reach the right customers at the right time.
Promotional messages are defined and scheduled within the tool and are presented to customers via their PFM dashboard. Lodo’s software tracks how many customers view each promotional message and how many click through to respond, validating reach and response rates for every campaign.
Key Executives: Mark Vipond (President and CEO), Joseph McGlynn (CTO and Co-Founder of Lodo)
Key Board Members: William E. Fisher (partner in TreeTop Ventures), Conor Keane (Lodo Co-Founder and Senior Vice President of Technical Services at Global 360)
Key Partnerships: Lodo partners with CashEdge for their industry-leading aggregation service. We also partner with Jack Henry & Associates, a leading fintech provider. Jack Henry has integrated Lodo’s solution as the standard PFM functionality in their online banking solution.
Contacts:
Bus. Dev.: Mark Vipond, CEO
Press: Judy Hartlieb, Director of Marketing
Sales: Ron Zaysoff, Director of Sales
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