Author: David Penn

Adobe Introduces the Digital Marketing Cloud to Help FIs Manage Marketing Campaigns

By David Penn Posted on
Categories: Adobe, FinovateSpring 2013

adobe_logo.jpgThis post is part of our live coverage of FinovateSpring 2013.

A complete set of analytics, social, advertising, targeting and web experience management solutions is what you’ll find in Adobe’s Digital Marketing Cloud, next up here at FinovateSpring.
“Capture data-driven customer insights and boost customer loyalty through useful online experiences. Captivate and connect with customers across business-critical digital channels using the Adobe Marketing Cloud. Maximize the value and impact of your institution’s online presence and drive online customer conversion using the robust analytics and powerful visualization tools in Adobe Marketing Cloud. 
Launch, analyze, and refine lead generation campaigns across channels, including web, mobile and email. Get real-time insight into online campaign performance and engagement. Modify in-progress campaigns to increase response rates, conversion rates, and revenue. Then refine and personalize experiences to encourage repeat visits.”

Product Launched: October 2012

HQ Location: San Jose, California
Company Founded: December 1982
Website: Adobe.com
Twitter: @AdobeMktgCloud
Presenting Chris Young (Director, Industry Strategy, Financial Services) and Aaron Johnson (Principal Solutions Consultant)

IMG_2298.JPG
IMG_2300.JPG

Share this:

Send Post Twitter LinkedIn Facebook

LendUp Ladder Helps the Underbanked Borrow and Build Credit

By David Penn Posted on
Categories: FinovateSpring 2013, LendUp

Thumbnail image for LendUpLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Socially responsible lending to the underbanked? Meet LendUp and their program to use small dollar loans to help borrowers build credit.
“The LendUp Ladder changes the dynamics of a small dollar loan; rather than being a dangerous first step into a cycle of debt, small dollar loans become an opportunity to learn good financial behavior and to build credit.”

Product Launched: October 2012

HQ Location: San Francisco, California
Company Founded: November 2011
Website: lendup.com
Twitter: @LendUpLoans
Presenting Sasha Orloff (CEO & Co-Founder) and Jacob Rosenberg (CTO & Co-Founder)

IMG_2285.JPG
IMG_2289.JPG

Share this:

Send Post Twitter LinkedIn Facebook

Gremln’s Secure Social Media Helps Regulated Companies Make the Most of Social Media

By David Penn Posted on
Categories: FinovateSpring 2013, Gremln

GremlnLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Social media like Facebook and Twitter offer both opportunities and challenges for most financial institutions looking to use these tools to better engage with their customers. Coming next to the stage is Gremln, with technology specifically geared toward helping FIs take advantage of social media.
“Gremln is introducing its new Secure Social Media version, designed for financial services companies. This new product creates the ability for marketing and compliance departments to work together toward the common goal of utilizing social media to build business and retain customers through engagement; all without violating guidelines set forth by regulatory bodies like the SEC, FFIEC, and FINRA.
Keyword and phrase filtering, abstract concept matching, a structured approval process, archiving and custom permission settings for each department and team member. All posts are subject to an approval process that you custom design. Maximize your use of social media fearlessly.”
Product Launched: November 2012
HQ Location: San Francisco, California
Company Founded: May 2011
Metrics: $750,000 raised; 10 full-time employees; more than 130,000 registered users
Website: Gremln.com
Twitter: @Gremln
Presenting Ryan Bell (CEO) and Michele Lain (Customer Service Manager)

IMG_2278.JPG
IMG_2280.JPG

Share this:

Send Post Twitter LinkedIn Facebook

BrightFunds Brings an Investment Approach to Individual Philanthropy

By David Penn Posted on
Categories: Bright Funds, FinovateSpring 2013

Thumbnail image for BrightFundsLogoSm.jpgThis post is part of our live coverage of FinovateSpring 2013.

Our final presenter ahead of the break is BrightFunds. The company’s innovation addresses a growing need in online charitable giving.
“Bright Funds offers a simple, elegant tool to the financial services sector for effective charitable giving management. With Bright Funds, individuals create personalized giving portfolios and contribute to thoroughly researched funds of highly effective nonprofits addressing the greatest challenges of our time. Bright Funds combines the power of research, the reliability of a trusted financial service, and the convenience of centralized contributions and tax reporting.”
Product Launched: Beta November 2012; official launch May 2013
HQ Location: San Francisco, California
Company Founded: February 2012
Metrics: Raised $350,000; 4 full-time employees; thousands of members; signed enterprise partners
Twitter: @BrightFunds
Presenting Ty Walrod (CEO & Co-Founder) and Rutul Dave (Chief Products & Marketing & Co-Founder)

IMG_2249.JPG
IMG_2253.JPG

Share this:

Send Post Twitter LinkedIn Facebook

Mortgage Harmony Presents HarmonyLoan Central with Loan Retention Software

By David Penn Posted on
Categories: FinovateSpring 2013, Mortgage Harmony

Thumbnail image for MortgageHarmonyLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Targeting mortgage, auto, student, and commercial loans, Mortgage Harmony is coming to the stage with their HarmonyLoan technology.
“HarmonyLoan Central is the client-branded, consumer web-interface for borrowers to access their HarmonyLoan. The Loan Retention Software (LRS) eliminates a traditional refinance. With one click and an e-signature, a borrower resets their rate, incurring zero closing costs, with no credit check, or underwriting, all in minutes. The FI has no back office processing costs, increases retention, at a premium yield. The servicer reduces portfolio churn, and the originator creates a recurring revenue stream. In other words, everyone wins.”
Product Launched: September 2012
HQ Location: McLean, Virginia
Company Founded: December 2008
Metrics: More than $1.5 million raised; 8 employees; 12 customers
Twitter: @harmonyloan
Presenting Keith Kelly (CEO) and Ray Crosier (President)

IMG_2220.JPG
IMG_2221.JPG

Share this:

Send Post Twitter LinkedIn Facebook

Allied Payment Network Introduces the First Mobile Point, Shoot and Pay App for Smartphones

By David Penn Posted on
Categories: Allied Payment Network, FinovateSpring 2013

Thumbnail image for AlliedPaymentLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Applying emerging bill pay technologies to the financial industry, here’s Allied Payment Network with Picture Pay.
“Allied’s Picture Pay is the nation’s first mobile bill payment application that enables financial institutions’ customers to pay bills using the camera on their mobile device. With Picture Pay, users simply take a picture of the bill, enter the amount and date, and the bill is paid.
Picture Pay’s technology does the rest by reading the data from the bill, then syncing with the customer’s bank or credit union to process the payment. Additionally, Picture Pay can automatically add a new biller to the user’s online banking system, eliminating the hassle of entering the payee and account information online.”
Product Launched: January 2013
HQ Location: Fort Wayne, Indiana
Company Founded: August 2010
Metrics: 12 employees
Twitter: @AlliedPayment
Presenting Ralph Marcuccilli (President) and Steve Paradine (SVP Sales)

IMG_2206.JPG
IMG_2207.JPG

Share this:

Send Post Twitter LinkedIn Facebook

SeedInvest Helps Entrepreneurs and Angel Investors Find Small Business Futures to Fund

By David Penn Posted on
Categories: FinovateSpring 2013, SeedInvest

seedinvestlogoblack.jpgThis post is part of our live coverage of FinovateSpring 2013.

Want a piece of the action as high-quality start-ups and small businesses seek funding? SeedInvest is up next with a demonstration of their new crowdfunding platform.

“SeedInvest is demonstrating its state-of-the-art, equity-based, crowdfunding platform and a number of groundbreaking features including:
Due Diligence Dashboard
  • Virtual Diligence Session
  • Permission-based Dataroom
  • Diligence Board
Simple Invest
  • Instant Identity Check
  • Legal Docs Execution
  • Streamlined Funds Transfer
Virtual Boardroom
  • Virtual Board Meetings
  • Easy Reporting
  • Quick Signatures”
Product Launched: February 2013
HQ Location: New York, New York
Company Founded: January 2012
Twitter: @seedinvest_co
Presenting Ryan Feit (CEO & Co-Founder) and James Han (Co-Founder)

IMG_2190.JPG
IMG_2191.JPG

Share this:

Send Post Twitter LinkedIn Facebook

Curaxian Analytics Helps Merchants and Processors Manage the Economics of Risk

By David Penn Posted on
Categories: Curaxian, FinovateSpring 2013

Thumbnail image for CuraxianLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Leading off our first session after the noon break is Curaxian, presenting their fraud risk management solution.
“Curaxian Analytics is a software service that helps merchants or processors quickly identify fraud attacks and build better rules that find the optimal balance between stopping fraud, protecting good orders, and minimizing manual review volume. It also helps merchants and processors reduce authorization declines and control interchange costs.”
Product Launched: March 2012
HQ Location: San Francisco, California
Company Founded: January 2012
Metrics: 70 merchants; $110 billion in risk managed; 34 countries
Website: curaxian.com
Presenting Mitch Muroff (CEO) and Jane Cloninger (Associate)

IMG_2148.JPG
IMG_2152.JPG

Share this:

Send Post Twitter LinkedIn Facebook

Placecast Presents the ShopAlerts Wallet for Location-Based Offers Keyed to Mobile Payments

By David Penn Posted on
Categories: FinovateSpring 2013, Placecast

placecast_logo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Finishing up the second session of Day Two of FinovateSpring is Placecast, developers of location-based marketing and loyalty programs for mobile operators and payment companies.
“The ShopAlerts Wallet combines Placecast’s expertise in location-based marketing with the latest innovations in mobile commerce. Built in HTML5, the Wallet works on all smartphone platforms and offers customers a first-ever turnkey solution for launching personalized, location-based mobile offers tied to mobile payments. There’s no app to build for marketers, and no app for consumers to download. Unlike other mobile wallet offerings, Placecast offers the Wallet as a white-label solution specifically built for credit card companies, mobile operators, and retailers.”
Product Launched: 2012
HQ Location: San Francisco, California
Company Founded: 2005
Website: placecast.net
Twitter: @placecast
Presenting Alistair Goodman (CEO) and Raymond Schachle (Business Leader, Visa)

IMG_2137.JPG
IMG_2142.JPG

Share this:

Send Post Twitter LinkedIn Facebook

IntelliResponse Unveils its Virtual Concierge for Websites, Mobile Apps, and Social Media

By David Penn Posted on
Categories: FinovateSpring 2013, IntelliResponse

Thumbnail image for IntelliResponse_logo.jpgThis post is part of our live coverage of FinovateSpring 2013.

IntelliResponse is up next with their Enterprise Virtual Agent solution for the enterprise.
“The IntelliResponse Virtual Agent solution delivers a single, accurate, and approved answer to self-service questions posed across a wide array of customer interaction channels, including corporate websites, voice and text-enabled mobile applications, social media platforms, and agent desktops.
With the addition of voice recognition technology, the IntelliResponse Virtual Agent solution enables mobile users to simply ask their questions in a natural conversational style and receive one right answer wherever they are.
With IntelliResponse’s voice of the customer analysis tool, banks and other financial service institutions can intelligently organize the millions of customer questions in theme clouds to be able to quickly identify trends, ideas for campaigns, and more.”
Product Launched: April 2013
HQ Location: Toronto Ontario, Canada
Company Founded: 2000
Metrics: Under 100 employees; 155 enterprise customers; more than 365 live customer-facing deployments
Twitter: @IntelliResponse
Presenting David Lloyd (CEO)

IMG_2122.JPG
IMG_2123.JPG

Share this:

Send Post Twitter LinkedIn Facebook

Intuit Unveils Mint MyBusiness Solution, Merging Traditional Banking with Financial Management

By David Penn Posted on
Categories: FinovateSpring 2013, Intuit

Thumbnail image for IntuitLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Intuit is up next presenting a new feature for Mint.com called Mint MyBusiness.
“As the economy continues to recover, consumers and the nation’s more than 21 million personal businesses are looking for tools that will make it easy for them to manage their complete financial picture, including getting ready for tax time. Intuit will demo a new Mint.com feature called Mint MyBusiness, designed specifically to help consumers who are also small business owners to manage their finances – personal and business – all in one place. Additionally, the company will demo the integration of Mint within the digital banking experience of financial institutions, blurring the lines of traditional banking tasks and financial management.”
Product Launched: 2013
HQ Location: Mountain View, California
Company Founded: 1983
Metrics: More than $4 billion in annual revenue; 8,000 employees
Twitter: @Intuit_FS
Presenting Gregory Wright (VP Product for Financial Management, Intuit Financial Services)

IMG_2095.JPG
IMG_2098.JPG

Share this:

Send Post Twitter LinkedIn Facebook

TipRanks Brings Accountability to the World of Financial Analysis with their Browser-Based Tool

By David Penn Posted on
Categories: FinovateSpring 2013, TipRanks

Thumbnail image for TipRanksLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

TipRanks is up now, introducing their “Financial Accountability Engine” to help investors and traders decide which financial analysts are worth paying attention to and which ones are not.
“TipRanks is the first online co-browser that aggregates, scrutinizes, and ranks digitally published stock recommendations. TipRanks’ Financial Accountability Engine transparently provides the individual investor unbiased information about the reliability, accuracy, and track record of those who provide sell-side advice. TipRanks’ free cloud-based technology provides unprecedented measurement and clarity to the worldwide financial advice domain. It lets the investor decide who to trust.”
Product Launched: April 2013
HQ Location: Tel Aviv, Israel
Company Founded: June 2012
Metrics: $680,000 raised; 8 employees; 2,000 alpha users; 200 unique Web visits daily
Website: tipranks.com
Twitter: @TipRanks
Presenting Uri Gruenbaum (CEO & Co-Founder) and Gilad Gat (CTO & Co-Founder)

IMG_2082.JPG
IMG_2091.JPG

Share this:

Send Post Twitter LinkedIn Facebook