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


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