FlexScore Launches the Mobile Version of its Financial Planning Gamification App

FlexScore Launches the Mobile Version of its Financial Planning Gamification App
FlexScoreLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

As we approach the halfway mark of our first session of the afternoon, here comes the FlexScore team to the stage, demoing FlexScore Mobile.

“FlexScore is now available in a mobile version, allowing users to take FlexScore with them wherever they go. FlexScore maintains its core features – the scoring engine, the Action Steps, the Peer Ranking feature – while empowering the user further through our new pocket-sized, accessible format. Just as with our desktop version, the user interface is spacious, simple, and easy to understand, all while retaining the full power of automated financial advice.”
Presenting: Jason Gordo (CEO) & Jeff Burrow (COO & President)
FlexScoreHomepage_LiveBlog
Product Launch: September 2014
Metrics: $2.5M raised to date, 7 employees
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
HQ: San Francisco, CA
Founded: April 2012
Website: flexscore.com
Twitter: @flexscore

Crowdlending Platform P2Binvestor Introduces New Borrowing, Loan Management Functionality

Crowdlending Platform P2Binvestor Introduces New Borrowing, Loan Management Functionality
P2BInvestorLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

The team from P2Binvestor is making its way to the stage next. The company is a peer-to-business (P2B) crowdlending platform that provides better lending options to growing businesses and new investment vehicles for accredited and institutional investors.

“P2Bi is demoing a new borrower dashboard and application process that integrate with QuickBooks Online and streamline the borrower’s path from application to funding. The new functionality allows borrowers to automatically sync financials with their application, sync recurring financial data needed for underwriting and ongoing account analysis and submit invoices for funding. P2Bi is also demoing new underwriting functionality that creates efficiencies for underwriting and account management processes.”
Presenting: Gabriella Krista Morgan (President & Co-Founder) & Clay McIlrath (CTO)
P2BInvestorHomepage_LiveBlog
Product Launch: TBD
Metrics: Money raised to date: $2M; employees: 13, users: 182 crowd investors and 15 clients; investor earnings range from 7-15%, lending portfolio: $7M, invoices purchased: $13M
Product distribution strategy: Direct to Business (B2B), partners, referrals, digital marketing
HQ: Denver, CO
Founded: February 2012
Website: p2bi.com
Twitter: @p2binvestor

Global Debt Registry Standardizes and Digitizes Title Tracking for Banks

Global Debt Registry Standardizes and Digitizes Title Tracking for Banks
GlobalDebtRegistryLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Our next presenter is debt market clearinghouse, Global Debt Registry. Global Debt Registry provides the definitive independent source of debt ownership information.

“Global Debt Registry’s client application empowers banks and debt buyers with a revolutionary suite of cutting edge controls that support the sale or placement of distressed consumer receivables. Debt owners can download account reports and request legal affidavits to demonstrate proof of ownership. Members have access to a customizable dashboard to analyze, track, and control relevant delinquent accounts. Our consumer application is the first-ever consumer resource empowering consumers to access account information and ownership history to avoid fraud, costly errors, and cases of mistaken identity by independently validating claims from a debt collector.”
Presenting: Todd Veale (Chief Marketing & Product Officer) & Charlie Moore (Chief Commercial Officer)
GlobalDebtRegistryHomepage_LiveBlog
Product Launch: September 2014
Metrics: 10-20 employees, 45 Financial Institutions Members with 250,000+ consumer accounts registered to date
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
HQ: Wilmington, DE
Founded: 2009

BizEquity Introduces Its VaaS Business Valuation Cloud

BizEquity Introduces Its VaaS Business Valuation Cloud
BizEquityLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Our second presenter here in the afternoon session is BizEquity,demoing the New BizEquity One Valuation Cloud to help business owners and financial advisors discover the value of a business:

“The New BizEquity One:
1. Real time dynamic valuation updated daily
Real time dynamic valuation updated daily from our smart algorithm & multiple data sources for greater accuracy & client engagement rate.
2. Pre-valued valuations on 28 million businesses. Zillow-esque feature on the homepage.
Powerful search capability on 28 million businesses to get a sense of how the business is doing & what it is worth.
3. Intelligent Advisor
Useful advice and alerts about the business is streamed in real-time as user goes through the valuation process.
4. Updated dashboard with info graphic-like view of each business’ value & key performance indicators.
An easy bird’s eye view of business, simple to grasp for the average business owner.”
Presenting: Michael Carter (CEO) & Semyon Fishman (VP Engineering & Technology)
BizEquityHomepage
Product Launch: September 2014
Metrics: We have had more than 50,000 users come to use our system and have gone live with over twelve private label channel partners to date. With 60 patents filed and over 7 million invested into building the system, we have also recently been granted two seminal patents in the online business-valuation space.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
HQ: Wayne, PA
Founded: May 2010
Website: bizequity.com
Twitter: @BizEquity

Zenmonics and Diebold Team Up to Demo mobileBanker with Enhanced In-Lobby Terminal

Zenmonics and Diebold Team Up to Demo mobileBanker with Enhanced In-Lobby Terminal
Web

This post is part of our live coverage of FinovateFall 2014.

With the first afternoon session on the first day of FinovateFall 2014 about to begin, here are Zenmonics & Diebold. Together they are launching mobileBANKER with Enhanced In-Lobby Terminal.

“The solution pioneers a self-service terminal platform for financial institutions that combines advanced teller transactions with a tablet-based application for effective guided sales, cross selling, servicing, and account opening features.”
Presenting: David Dye (VP Sales, Zenmonics), Shelly Ewing (Director, New Business & Solution Incubation, Diebold)
ZenmonicsHomepage_LiveBlog
Product Launch: September 2014
Metrics: Zenmonics is a privately held company; Diebold is a public company with 7,000 employees serving 600 locations
Product distribution strategy: Direct to Business (B2B), through other fintech companies and advice centers
HQ: Charlotte, NC (Zenmonics), Canton, OH (Diebold)
Founded: 2007 (Zenmonics), 1859 (Diebold)

Digital Mailer’s My Virtual StrongBox Provides Secure Storage and Access Anytime, Anywhere

Digital Mailer’s My Virtual StrongBox Provides Secure Storage and Access Anytime, Anywhere
DigitalMailerLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Our next presenter is Digital Mailer with My Virtual StrongBox

“My Virtual StrongBox was created by a team of technology innovators with more than 175 combined years of finance industry experience. This product combines the peace of mind of a safe deposit box with the convenience of online storage services. More importantly, your customers can trust that their files will be backed up and safe from prying eyes.”
Presenting: Ron Daly (CEO) & Samantha Thrift (Sales Associate)
DigitalMailerHomepage_LiveBlog
Product Launch: May 2012
Metrics: Available to 1.4M customers and members, available at 16 financial institutions nationwide with over $20B in assets
Product distribution strategy: Through financial institutions, through other fintech companies and platforms, licensed
HQ: Herndon, VA
Founded: May 2012
Twitter: @MyVirtualStrong

iQuantifi Unveils New Analytic and Predictive Budget Tools to its Virtual Financial Advisor Solution

iQuantifi Unveils New Analytic and Predictive Budget Tools to its Virtual Financial Advisor Solution
iQuantifi Logo DePalma d4

This post is part of our live coverage of FinovateFall 2014.

Moving into the second half of our morning session, here is the team from iQuantifi, demoing the “Cashfinder” and “What if” features of its virtual financial advisor solution.

“iQuantifi is introducing two new features to make it even easier for users to create their own financial plan and achieve their goals. When a user does not have enough money to fund all their goals, our “Cashfinder” analyzes their budget and recommends which expenses a user can reduce to cover the monthly shortage. Our “What If” feature allows users to adjust their goals to see the immediate impact on their financial plan. By comparing two different paths to goal achievement, a user can determine which plan best fits their lifestyle.
Presenting: Tom White (CEO & Founder) & Karen White (CPO & Co-Founder)
iQuantifiHomepage_LiveBlog
Product Launch: September 2014
Metrics: Raised $1.1M to date; 7 employees; over 25% of site traffic converted to users
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms
HQ: Nashville, TN
Founded: June 2011
Website: iquantifi.com
Twitter: @iquantifi

eMoney Advisor Brings Unparalleled Interactivity to Online Wealth Planning

eMoney Advisor Brings Unparalleled Interactivity to Online Wealth Planning
eMoneyAdvisorLogo_FF2014

This post is part of our live coverage of FinovateFall 2014

Our next presenter is eMoney Advisor, demoing EMX.

“Smarter, faster, friendly, and easier to use, EMX is the next generation of the eMoney Advisor experience. While we’ve always led the pack in financial planning, we’ve stepped up our game, creating a platform for an unparalleled interactive experience for advisors and their clients, improving efficiency with new integrations and better connections. And with robust analytics and a more intuitive interface, EMX empowers our advisors to maximize the potential of their book of business. Learning from over 14 years of experience and feedback from more than 20,000 advisors, with EMX, we’ve built the ultimate wealth-management solution that will redefine success in an advisor’s business.”
Presenting: Kyle Wharton (Business Development) & Chad Porche (Development)
eMoneyAdvisorHomepage_LiveBlog
Product Launch: October 2014
Metrics: eMoney aggregates more than $1T in client assets over 878,243 accounts, managed by a network of more than 20,000 financial services professionals across the country.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
HQ: Conshohocken, PA
Founded: 2000
Twitter: @emoneyadvisor

Social Media Management Specialist Gremln Launches New Mobile Platform

Social Media Management Specialist Gremln Launches New Mobile Platform
GremlnLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Continuing in our second session of the morning, here is GREMLN, showcasing the latest enhancements to its social media management platform for the financial services industry.

“GREMLN is demonstrating its latest social media compliance features. Pre-approved Content Libraries enable firms to provide great content to their teams that can circumvent the message approval process. LinkedIn Lead Prospecting enables financial advisors and other employees to find new clients via LinkedIn. And finally, GREMLN is launching a new mobile platform that enables marketing and compliance departments to stay engaged in social media and handle approval processes right from their phone or tablet.”
Presenting: Ryan Bell (CEO) & TJ Tavares (Sr. Sales Executive)
GremlnHomepage_LiveBlog
Product Launch: January 2013 (showing new features)
Metrics: 12 employees; 165, 000 users
Product distribution strategy: Direct to Business (B2B)
HQ: Saint Louis, MO
Founded: February 2009
Website: gremln.com
Twitter: @GREMLN

True Potential’s ImpulseSave Leverages Micropayments to Boost Investment Savings

True Potential’s ImpulseSave Leverages Micropayments to Boost Investment Savings
Print

This post is part of our live coverage of FinovateFall 2014.

All the way from the United Kingdom, here’s wealth management and financial advisory innovator, True Potential.

“ImpulseSave is our most significant innovation to date. This first-of-its-kind technology, unique to True Potential, allows clients to make micro payments into their investments whenever and wherever they choose. With the touch of a button, clients can top up any investment vehicle that isn’t housed within a bank. They can add as little as 1 pound or as much as need to keep their investments on track or to reach their financial goals faster. Until now, if people had 20 pounds or less to spare, they would be unlikely to invest it due to the effort it would take to do so. But now, it’s fast and easy and we are demonstrating how, using our technology, it all adds up for a better future.
Presenting: Daniel Harrison (Sr. Partner) & Paul Outterside (Head of Mobile Applications)
TruePotentialHomepage_LiveBlog
Product Launch: March 2014
Metrics: For complete information about the True Potential Group of Companies, please read our latest “True Colours’ 2013 Annual Report at tpllp.com/wp-content/uploads/2014/05/True-Colours-Annual-Report.pdf.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
HQ: Newcastle upon Tyne, UK
Founded: March 2007
Website: tpllp.com
Twitter: @TruePotential_

MasterCard Showcases its Pay with Rewards Solution to Enable Redeeming Points at Point of Sale

MasterCard Showcases its Pay with Rewards Solution to Enable Redeeming Points at Point of Sale
MasterCardLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

MasterCard is our next presenting company, introducing MasterCard Pay with Rewards.

MasterCard Pay with Rewards is an innovative solution that gives cardholders the freedom to redeem rewards points at the point of sale, either online or in stores. Cardholders configure Pay with Rewards on their existing card to redeem points at millions of eligible locations worldwide. While providing the ultimate in flexibility for consumers, this also serves as a cost-effective way to execute POS rewards programs for issues. The Pay with Rewards solution provides ubiquity and scale by leveraging the existing MasterCard network, without modification to POS systems or card processes.”
Presenting: Kyle Clark (VP Product Development) & Chris Guiney (VP Product Development)
MasterCardHomepage_FF2014

Product Launch: September 2014
Metrics: Please reference our 10-K on the Investor Relations page on Mastercard.com. As of December 31, 2013, we have approximately 8,200 employees.
Product distribution strategy: Direct to Business (B2B), through financial institutions
HQ: Purchase, NY
Founded: 1966
Twitter: @MasterCardNews

Patch of Land Presents its Real-Time Peer-to-Real Estate Lending Marketplace

Patch of Land Presents its Real-Time Peer-to-Real Estate Lending Marketplace
PatchofLandLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Our next presenter is Patch of Land, demoing its Peer-to-Real-Estate (P2RE) lending marketplace.

“We are developing a real-time system that pulls data from multiple sources including major credit reporting agencies. This disparate collection of data will be scientifically conglomerated into proprietary information models and risk analysis summaries and extend automatic terms to existing borrowers for new projects. This information will be used by our underwriters along with a proprietary scoring system for increased efficiency in decision making on lending. Electronic documents can immediately be made available to the borrower for signing and funds wired automatically.”
Presenting: Brian Fritton (CTO & Co-Founder) & AdaPia d’Errico (CMO)
PatchofLandHomepage_LiveBlog
Product Launch: October 2013
Metrics: 10 employees; 2,500 investors; 279 loans in the pipeline (212% QonQ growth); average loan size $240,000; YTD 24 loans from 6 states totaling $5.2M, all funded by investors online
Product distribution strategy: Direct to Consumer 9B2C)
HQ: Los Angeles, CA
Founded: February 2013
Twitter: @PatchOfLand