FinovateFall 2013 / Finect
Presenter Profile:
How they describe themselves: Finect offers compliant social media… simplified:
- Instantly connect with clients and prospects
- In minutes, create and control a unified social strategy
- Remain compliant with easy-to-use employee tracking, archiving, and reporting
How they describe their product/innovation: Global Library – The financial industry’s broadest, smartest, and yet simplest library provides for the first truly open exchange of content without boundaries. This library helps advisors, asset managers and others:
- Share, upload, and access content for client meetings, education, investment updates and more
- Share content with clients and prospects in their own groups or “rooms”
- Follow and get instant library editions without worry
Pros on Products – Investment products can now be followed on Finect, with a single location for reviewing peer opinions, real-time news, and Twitter comments.
Product Distribution Strategy: Direct to Business (B2B) & through financial institutions
Contacts:
Bus. Dev. & Sales: Jennifer Openshaw, President, jennifer.openshaw@finect.com,
203-769-5630
Press: John LaMela, john.lamela@finect.com, 845-549-3593
Website: finect.com
Twitter: @finectcom
HQ Location: New York, NY
Founded: 2012
Product Demoed: Global Library and Pros on Products
Product Launch: September 2013
Presenter(s): Nicolas Oriol (CEO & Founder),
Jennifer Openshaw (President)
- Key Executives
Nicolás Oriol (CEO & Founder), Jennifer Openshaw (President), & Jaime Muñoz Padellano (CTO)
Key Stats
- Key Board Members
Bob Herrmann (CEO, Discovery Data), Stuart Fross (Partner, Foley & Lardner & Former US Securities Counsel & General Counsel, Fidelity International), Theresa Hamacher (President, National Investment Company Service Association – NICSA), Denmark West (Former EVP, MTV Digital), John Morris (Partner, Snowden Advisors & Former Head of Marketing Private Client International, Merrill Lynch)
- Key Investors
Santiago Satrústegui (Founding Partner, Abante Financial Advisors & Former Managing Director, Morgan Stanley), Carlos Muños Rojas (CEO, Edificios Fuentemar), & Juan Urrutia (Board Member, Vocento & El Correo)
- Key Partnerships
Discovery Data & Thomson Reuters
- Key Customers
In Europe: Fidelity Spain, BBVA, Putnam, & European Financial Planning Association. In the US: National Investment Company Services Association (NICSA) & advisors & managers such as Chilton Capital, Sanctuary Wealth Services, & Texas Tech’s Department of Personal Financial Planning.