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Presenter Profile:

How they describe themselves: CashEdge is the industry leader in Intelligent Money Movement ® services, providing innovative payment solutions to financial institutions for their retail and small business banking customers. CashEdge’s services include mobile and online person-to-person (P2P) payments and small business payments. CashEdge currently serves over 600 leading financial institutions, including eight of the ten largest banks in the country. Visit us at www.cashedge.com.

What they think makes them better: Small Business Popmoney is the first electronic invoice and payments solution designed specifically for banks to better meet the needs of their small businesses customers with their online banking offering. The service allows small business banking customers to send and receive payments and conduct a variety of invoicing and payment functions, directly from their bank’s online banking portal or mobile application. It is the only solution in the marketplace that offers email and mobile payment options for small businesses, allowing businesses to invoice vendors and consumers without requiring or sharing account numbers.  It is also the only solution in the marketplace to allow a small business to send and receive both invoices and payments through a single, consolidated user interface.

Small businesses that bank with other Popmoney banks can leverage their existing accounts and relationships to send and receive money seamlessly; there is no need to set up new accounts and passwords, maintain separate balances, nor track payment activity through a new interface.  This enables users to centrally manage their money within their accounts at their bank, while at the same time benefit from the ease and convenience enabled by electronic email, mobile, and account payments.

Executives: Sanjeev Dheer (CEO & President), Carl D. Blandino (CFO), Rhonda Bassett-Spiers (COO), Amir Sunderji (SVP, Chief Risk & Payments Officer), Neil Platt (SVP & GM, US Banking), Thomas Roberts (SVP & GM, Brokerage and Wealth Management), David Cooper (VP, Product Development & CTO), Catherine Palmieri (Global Head of Product and Marketing)

Customers: Banking segment clients include Citibank, Bank of America, HSBC, First National Bank of Omaha and Boeing Employees Credit Union and others. Brokerage and Wealth Management clients include The Vanguard Group, Pacific Life, Cambridge Investment Research, and American Portfolios.

Partners: Fiserv, CheckFree, Corillian, Digital Insight, Online Resources, Open Solutions, Albridge Solutions, PNC Global Investment Servicing, eMoney Advisor, MoneyGuidePro, and Advisor Exchange

Contacts:

Sales, Bus. Dev. & Press: Catherine Palmieri, Global Head of Product and Marketing, cpalmieri@cashedge.com