Julie Muhn (@julieschicktanz), Author at Finovate

Buzz Points Helps Users Earn and Redeem Rewards at Local Businesses

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: Buzz Points, FinovateFall 2015

This post is part of our live coverage of FinovateFall 2015.

Buzz Points demonstrated how its app lets users redeem local offers:

Buzz Points’ recently launched mobile app enables users to purchase, manage, and redeem points and local, personalized offers from their mobile devices and explore new local businesses close to home or across the country. Among its innovative features, the app utilizes geotargeting to identify and recommend nearby locally owned businesses, which enables users to earn and use points not only in their own local market, but also throughout the country as they travel.

Exclusive discounts and offers are personalized based on the individual’s spending habits according to transaction data. The Buzz Points mobile app is available to individuals nationwide who are enrolled in Buzz Points through their community financial institution.

Presenter: Director of Product Michael Hall

Product Launch: May 2015
Metrics: $26.5 million
Product distribution strategy: Through financial institutions

HQ: Austin, Texas
Founded: 2012
Website: buzzpoints.com
Twitter: @BuzzPointsBanks, @BuzzPointsCUs

Share this:

Send Post Twitter LinkedIn Facebook

Urban FT’s Digital Banking Platform

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, Urban FT

This post is part of our live coverage of FinovateFall 2015.

Urban FT demonstrated how its white-labeled banking platform offers comprehensive banking features:

This is a fully white-label, self-managed platform that allows you to provide your customers with comprehensive core banking functions, personal financial management tools, targeted deals, and social sharing features. By combining these features, you are able to drive greater user engagement, increase brand touchpoints, and build customer loyalty in ways previously unavailable.

The analytics produced by the UFT Platform also drive growth in other areas of your business, such as lending or other complementary offerings. The UFT Platform connects directly to your core or third-party processor, has fully integrated analytics reporting capabilities, and plug-ins for all necessary customer care and compliance systems.

Presenters: COO Kasey Kaplan and Chief Product and Brand Officer Mark Kilpatrick

Product Launch: June 2014
Metrics: To date we have raised $14.5 million; currently employ 32 people throughout 3 offices; and service 700,000 registered users.
Product distribution strategy: Direct to Business (B2B), through financial institutions

HQ: New York City, New York
Founded: May 2012
Website: urbanft.com

Share this:

Send Post Twitter LinkedIn Facebook

ID Analytics’ ID Network Limits Data Entry During Account Opening

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, ID Analytics

This post is part of our live coverage of FinovateFall 2015.

ID Analytics demonstrated how its ID Network verifies consumers’ identities:

For organizations aspiring to easier, simpler experiences in digital channels, especially mobile, the new enrollment solution from ID Analytics provides a fast, easy, and secure way to enable consumers to open new accounts. Unlike mobile apps that have lengthy forms and cumbersome authentication processes, our enrollment solution uses sophisticated matching analytics to fill in the required data fields instantly, verify the consumer’s identity, and score the applicant for identity fraud in real time. Powered by the ID Network®, our solution automatically and accurately confirms valid identities in real time with the input on only a few pieces of information.

Presenters: From id:analytics innovation and new ventures: VP Aaron Kline; Product Manager Tim Manglona

Product Launch: September 2015
Product distribution strategy: Direct to Business (B2B)

HQ: San Diego, California
Founded: 2002
Website: idanalytics.com
Twitter: @ID_Analytics

Share this:

Send Post Twitter LinkedIn Facebook

Trading Ticket Debuts Trade It Mobile Brokerage App

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, Trading Ticket

This post is part of our live coverage of FinovateFall 2015.

Trading Ticket launched its mobile brokerage app, Trade It:

Trade It is introducing the first universal mobile brokerage application. The universal application lets a customer complete a simple application by capturing information from their license and LinkedIn profile in one simple, easy-to-fill-out form. Trade It enables online brokers to bid for a customer’s application and to instantly complete the application process for the consumer. Consumers get choice, brokers get qualified accounts, and everyone gets a beautifully designed, innovative, frictionless application-process, compliant with most major brokerages.

Presenters: Co-founders of Trading Ticket, Nathan Richardson and Serge Kreiker

Product Launch: December 2015
Metrics: 5 employees; 10 partners; 25% open rate; 80% mobile
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, licensed

HQ: New York City, New York
Founded: September 2014
Website: trade.it
Twitter: @tradingticket

Share this:

Send Post Twitter LinkedIn Facebook

How additiv’s investomat Uses Theme-based Investing

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: additiv, FinovateFall 2015

This post is part of our live coverage of FinovateFall 2015.

Next, additiv debuted investomat, a European-focused robo-adviser:

Investomat is a robo-adviser developed for a Swiss cantonal bank, Glarner Kantonalbank. The new offer is aimed at Swiss and European resident clients with a minimum of CHF 5,000 investable assets. Investomat operates on a theme-based investment approach in diversified and mean variance-optimized portfolios. At present, the bank provides eight investable themes that are replicated using ETFs from various providers.

The entire solution is based on additiv’s Digital Finance Suite (DFS) and includes the digital offering for the client (online application and onboarding, online cockpit) and the front- and middle-office functionalities to manage the client offering end-to-end at lowest cost.

Presenter: Michael Stemmle, CEO and founder; Adriano Lucatelli, board member not pictured

Product Launch: January 2015
Product distribution strategy: Direct to Business (B2B), through financial institutions Licensed

HQ: Zurich, Switzerland
Founded: 1998
Website: additiv.com

Share this:

Send Post Twitter LinkedIn Facebook

CellTrust Helps Separate Work Communications From Personal on Mobile Devices

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: CellTrust, FinovateFall 2015

This post is part of our live coverage of FinovateFall 2015.

CellTrust demonstrated how SecureLine creates a separate persona for work communications on a mobile device:

CellTrust SecureLine™ is a leading enterprise solution for secure voice and secure SMS that empowers the workforce with seamless mobile communications that can be secured, traced and archived. The CellTrust SecureLine app creates a dual persona on the device by clearly separating work and personal mobile communications by issuing a separate Mobile Business Number (MBN).

The MBN contains all business communications, allowing corporations to have access only to specific work-related data and not the employee’s personal data. This ultimately gives employees the freedom to have secure on-the-go business communications without compromising their personal information while allowing corporations to secure and maintain sensitive business data on a single device. The powerful app supports enterprise mobile communication, eDiscovery and compliance to give leading organizations a competitive advantage by balancing mobile productivity, risk and control.

Presenters: Brian Panicko, SVP, global sales strategy; Dragan Marceta, director, sales engineering

Product Launch: May 2014
Metrics: $10.1 million Series A funding, December 2014
Product distribution strategy: Direct to Business (B2B) and through our integrated ecosystem of partners including leading device, MDM, EEM, carriers, archivers and resellers to drive rapid growth and give customers the best mobility solution at the lowest total cost of ownership

HQ: Scottsdale, Arizona
Founded: December 2006
Website: celltrust.com
Twitter: @celltrust

Share this:

Send Post Twitter LinkedIn Facebook

TransferTo’s Mobile Money Hub Brings Efficiency to Remittances

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, TransferTo

This post is part of our live coverage of FinovateFall 2015.

TransferTo showed how its Mobile Money Hub enables consumers to send remittances directly to a mobile wallet:

TransferTo’s Mobile Money Hub provides a fully compliant single point of access for financial institutions and Mobile Money Hub’s operators worldwide. We are demonstrating the process that a customer performs when going online to send money directly to a mobile wallet. Believe it or not, those of us in the West are quite unfamiliar with the simplicity of mobile money-transfers. We are revealing the efficiency of remittance via Mobile Money Hub to the Finovate audience.

Presenters: TransferTo’s CEO Eric Barbier and EVP of Mobile Money Hub, Charles Damen

Product Launch: September 2015
Product distribution strategy: Direct to Business (B2B)

HQ: San Francisco, California
Founded: 2005
Website: transfer-to.com
Twitter: @TransferTo

Share this:

Send Post Twitter LinkedIn Facebook

Gro Solutions’ Account Opening Solution Limits Text Input to Reduce Abandonment

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, Gro Solutions

This post is part of our live coverage of FinovateFall 2015.

Gro Solutions demonstrated how its Account Opening solution reduces abandonment:

Gro Account Opening is the first and only solution on the market offering online, mobile web and native mobile app account-opening solutions for use by both financial institutions’ customers and employees. Gro Account Opening leverages an innovative, concise workflow along with a multilayered approach and other features to limit manual text input and reduce high abandonment rates. Whether online, on the go, or at the branch, financial institutions can open and fund new accounts in less than four minutes.

Gro presenters: CEO David Eads and CRO Paul Mackowick

Product Launch: November 2014
Metrics: In 2014, Gro Solutions’ parent company Mobile Strategy Partners (MSP) increased its year-end revenues by more than 200%. This increase was largely due to strong market adoption of its digital account opening solutions, which led to the launch of Gro Solutions. Gro Solutions has 30 full time employees and expects to have at least 46 financial institutions live by late 2015.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Atlanta, Georgia
Founded: July 2015
Website: grobanking.com
Twitter: @grobanking

Share this:

Send Post Twitter LinkedIn Facebook

InforcePRO Debuts a Real-time Policy Review Tool for Life Insurance Distributors

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, InforcePRO

This post is part of our live coverage of FinovateFall 2015.

InforcePRO debuted its real-time policy review:

The real-time policy-review tool allows life insurance distributors to run policy reviews instantly. InforcePRO has legacy rate tables, contractual knowledge on legacy products, new quotes capability, and extensive analysis algorithms to identify sales and service opportunities on ANY policy sold in the last 30 years.

Presenters: Karan Kanodia, founder; Cameron Jacox, co-founder

Product Launch: August 2015
Metrics: $1 million raised, 22 employees, 1,000 registered users
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

HQ: Austin, Texas
Founded: November 2013
Website: inforcepro.com
Twitter: @inforcepro

Share this:

Send Post Twitter LinkedIn Facebook

Yseop’s Smart Business Intelligence Turns Data Into Written Reports

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, Yseop

This post is part of our live coverage of FinovateFall 2015.

Yseop showed how its business intelligence transforms data:

Yseop Smart BI is a Self-Service BI Tool that makes data speak. Businesses have automated data collection, storage, and visualization, but despite all of these investments, they still cannot draw insight from data in real time. Visualizations show you trends, but they don’t tell you what actions to take and why. This conventional process is too slow for the market, too expensive, and too laborious as data reserves grow. Yseop Smart BI turns data into written reports with just the click of a button. These Yseop-generated reports not only explain trends, identify outliers, and offer context, but also go further by offering advice and explaining why the advice was given. Yseop Smart BI turns big data into big revenue instantly.

Presenters: Arden Manning, SVP, global marketing; Mathieu Rauscher, director, pre-sales engineering

Product Launch: September 2015
Metrics: Yseop is a privately owned company with offices in New York, Dallas, London, Paris, and Lyon servicing clients globally. Yseop’s largest customer has more than 12,000 staffers using Yseop’s software on a daily basis.
Product distribution strategy: Direct to Business (B2B); licensed

HQ: Dallas, Texas
Founded: 2010
Website: yseop.com
Twitter: @yseopai

Share this:

Send Post Twitter LinkedIn Facebook

Travel Notes Notifies Banks of Customer Travel Plans to Prevent Card Declines

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: FinovateFall 2015, Travel Notes

This post is part of our live coverage of FinovateFall 2015.

Travel Notes showed how it works on behalf of consumers to make travel easier:

As our core technology, the Travel Notes Fraud Platform automatically notifies financial institutions of their cardholder’s travel plans when they purchase airline tickets, so their card is not declined when traveling. We leveraged this technology to offer Travel Notes Flight Compensation, which helps you compete for the top-of-wallet position by putting money back in the pockets of your cardholders who have been affected by a delayed, canceled, or overbooked airline flight. We have partnered with legal experts who handle all of the compensation paperwork and communication with the airlines on behalf of your cardholder so that your cardholder has a seamless experience.

Travel Notes presenter: CEO Hudson Chilton

Product distribution strategy: Through financial institutions

HQ: Covington, Kentucky
Founded: September 2014
Website: travelnotes.io
Twitter: @travelnotenow

Share this:

Send Post Twitter LinkedIn Facebook

Empyr’s Online-to-Offline Ad Platform Seamlessly Rewards Consumers

By Julie Muhn (@julieschicktanz) Posted on September 16, 2015
Categories: Empyr, FinovateFall 2015

This post is part of our live coverage of FinovateFall 2015.

Empyr launches its online-to-offline ad platform:

Ninety three percent of commerce, over four trillion dollars, is still offline. With Empyr’s online-to-offline ad platform, publishers earn revenue on every offline transaction driven from their website, app, or email, while simultaneously rewarding their consumers with cash back or points, and driving more business to offline advertisers. It’s frictionless because it leverages something we all use: credit and debit cards. There are no coupons, loyalty cards, or apps for consumers and no hardware to install for offline advertisers. All of this can be easily implemented using the Empyr API, and monetized through Empyr’s growing base of offline advertisers.

Empyr presenters: Jon Carder, CEO, co-founder; Jarrod Cuzens, CTO and co-founder

Product Launch: Fall 2015
Metrics: 70 employees, $35M
Product distribution strategy: Direct to Consumer (B2C); Direct to Business (B2B); through financial institutions; through other fintech companies and platforms, licensed

HQ: San Diego, California
Founded: March 2010
Website: empyr.com

Share this:

Send Post Twitter LinkedIn Facebook

Finovate Blog

Author: Julie Muhn (@julieschicktanz)

Buzz Points Helps Users Earn and Redeem Rewards at Local Businesses

Urban FT’s Digital Banking Platform

ID Analytics’ ID Network Limits Data Entry During Account Opening

Trading Ticket Debuts Trade It Mobile Brokerage App

How additiv’s investomat Uses Theme-based Investing

CellTrust Helps Separate Work Communications From Personal on Mobile Devices

TransferTo’s Mobile Money Hub Brings Efficiency to Remittances

Gro Solutions’ Account Opening Solution Limits Text Input to Reduce Abandonment

InforcePRO Debuts a Real-time Policy Review Tool for Life Insurance Distributors

Yseop’s Smart Business Intelligence Turns Data Into Written Reports

Travel Notes Notifies Banks of Customer Travel Plans to Prevent Card Declines

Empyr’s Online-to-Offline Ad Platform Seamlessly Rewards Consumers