Author: Julie Muhn (@julieschicktanz)

Jumio’s Netverify Now Enables MultiDocument Validation and Facial Recognition

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, Jumio
This post is part of our live coverage of FinovateFall 2013.

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Next, Jumio debuted enhancements to its Netverify solution:
“Our solutions have already launched with continued iterations resulting from ongoing customer feedback. Enhancements to Netverify including facial recognition, multi-document validation, and other features to further fit specific business needs and use cases will be showcased at FinovateFall 2013.”
Product Launch: 2012
Metrics: Over 100 customers & growing
Product distribution strategy: Direct to Business (B2B)
HQ: Palo Alto, CA
Founded: 2010
Website: jumio.com
Twitter: @jumio
Presenting Mike Orlando (CSO) and Emilio Disanluciano (Sr. Business Development)

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The full demo video will be available at finovate.com in mid-September.

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LearnVest Debuts iPad App and Action Program

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, LearnVest
This post is part of our live coverage of FinovateFall 2013.

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Up next, LearnVest demonstrated the functionalities of its new iPad App:
“LearnVest is debuting an iPad App, which will allow clients to access their custom Action Program on the go. This App brings an unprecedented level of mobility to the financial planning process. Not only will clients be able to see their plan and individual CFP-issued challenges, they will also be able to access LearnVest’s Money Center tool for a snapshot of their entire financial life.”
LearnVest will also debut a new distribution channel (“Workplace Solutions”) to provide financial wellness solutions in the workplace, allowing employers nationwide to give their employees access to LearnVest’s holistic financial planning services.”
Product Launch: Fall 2013
Metrics: $41M raised & 100 employees
Product distribution strategy: Direct to Consumer (B2C) & Direct to Business (B2B)
HQ: New York, NY
Founded: Fall 2009
Website: learnvest.com
Twitter: @LearnVest
Presenting Alexa von Tobel (Founder & CEO) and Karim Naraghi (VP Business Development)
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The full demo video will be available at finovate.com in mid-September.

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Dynamics Showcases its Solution to Gamify Your Checking Account

By Julie Muhn (@julieschicktanz) Posted on
Categories: Dynamics, FinovateFall 2013

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This post is part of our live coverage of FinovateFall 2013.
Then, Dynamics took the stage:
“Dynamics brings a new solution to stimulate fee income from  checking accounts in a post-durbin world. It aims to convert cash-heavy consumers to a prepaid card by drawing them in with a real-time rewards-based platform. This brings them directly to POS, driving value through interchange.”
Product Launch: September 2013
HQ: Pittsburgh, PA
Founded: September 2007
Twitter: @DynamicsInc
Presenting Jeff Mullen (CEO, Dynamics), Jonathan Beaver (Chief Architect, Dynamics), and Brandon F. Nowac (Team Leader Prepaid Cards, Key Corporate Bank)

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The full demo video will be available at Finovate.com in mid-September.

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Lighter Capital Unveils Loan Analysis and Monitoring Program

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, Lighter Capital
This post is part of our live coverage of FinovateFall 2013.

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Then, Lighter Capital took the stage to demo its unique lending platform for small businesses:
“Lighter Capital has developed the first small business lending platform to integrate CRM data and predict a borrower’s future performance. In addition to automatic integration of accounting and banking data, which provides “rearview mirror” information, Lighter Capital is the first company to seamlessly integrate CRM data to forecast the future performance of small businesses, providing lenders a “windshield” perspective on borrowers. 
By crunching key sales, opportunity and customer data, Lighter Capital’s technology improves underwriting and borrower monitoring, predicting financial instability months before it shows up in financial statements.”
Product Launch: September 2013
Metrics: $6M raised to date, 10 employees, 30 loans issued, average investment $200,000
Product distribution strategy: Direct to Business (B2B), through financial institutions, & licensed
HQ: Seattle, WA
Founded: June 2010
Twitter: @lightercapital

Presenting BJ Lackland (CEO) and Molly Otter (CIO)

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The full demo video will be available at finovate.com in mid-September.

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Cardlytics Debuts Geolocation Functionality Within Targeted Offers

By Julie Muhn (@julieschicktanz) Posted on
Categories: Cardlytics, FinovateFall 2013
This post is part of our live coverage of FinovateFall 2013.

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Up next, Cardlytics demonstrated its new geolocation technology:
“Cardlytics will demonstrate our new geo-locator technology that empowers our partner banks’ customers to receive ads and offers based on their recent purchase behavior, no matter where they are in the U.S.”
Product Launch: Q1 2014 (tentative)
Metrics: Cardlytics is a private company with nearly 250 employees. We’ve raised nearly $100M from venture capital and private investors and we serve ~30M customers per month through partnerships with nearly 400 financial institutions across the US.
Product distribution strategy: Through financial institutions
HQ: Atlanta, GA
Founded: 2008
Twitter: @cardlytics
Presenting John Brown (EVP Financial Institutions)

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The full demo video will be available at finovate.com in mid-September.

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FutureAdvisor Launches Premium Service

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, FutureAdvisor

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This post is part of our live coverage of FinovateFall 2013.

Next up, FutureAdvisor launched its premium service:

“How they describe their product/innovation: FutureAdvisor Premium automatically manages your existing investment accounts to save on hidden fees, increase tax efficiency, and optimize for asset diversification. We do this by:
ā€¢ Monitoring and rebalancing your account as necessary
ā€¢ Recognizing and actively investing new cash additions
ā€¢ Periodically completing tax-loss harvesting”
Product Launch: September 2013
Metrics: FutureAdvisor provides guidance to tens of thousand of investors who have securely connected their investment accounts.
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, & through other fintech companies and platforms

HQ: San Francisco, CA
Founded: May 2010
Twitter: @FutureAdvisor
Presenting Bo Lu (Founder & CEO) and Joe Cianciolo (VP Business Development)

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The full demo video will be available at Finovate.com in mid-September.

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Interactions Launches Virtual Assistant for Financial Institutions

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, Interactions
This post is part of our live coverage of FinovateFall 2013.

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Then, Interactions demonstrated how its Virtual Assistant can work for financial institutions:
“Voice-based Virtual Assistant applications for Financial Institutions can seamlessly provide callers access to balance, transaction history, and account information, however they can go a level beyond – allowing the caller to inquire into recent charges, dispute charges, ask complex questions about their accounts, enroll in promotions, change account information such as addresses and email accounts, register new cards, order replacement cards, report a card as lost or stolen . . . the list goes on.”
Product Launch: September 2013
Metrics: Raised over $100M to date with a recent $40M round led by SoftBank Capital
Product distribution strategy: Direct to Business (B2B)
HQ: Franklin, MA
Founded: 2004
Twitter: @interactionsco
Presenting Phil Gray (EVP Business Development) and Dan Fox (Marketing Director)

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The full demo video will be available at finovate.com in mid-September.

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miiCard Launches Identity as a Service (IDaaS)

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, MiiCard
This post is part of our live coverage of FinovateFall 2013.

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Next, miiCard showed its solution to help mitigate identity fraud in financial services:
“With identity fraud now accounting for over half of all fraud, it’s time to get serious about trust online. The future of financial services depends on truly trusted and traceable customer identities in the digital economy. See how sites are using miiCard’s Identity as a Service (IDaaS) to sell regulated and high value products in areas like banking, virtual currencies, payments, wealth management, and lending. At the same time learn how miiCard’s consumer-driven Bring Your Own Identity proves and protects the individual, while enabling endless possibilities for trusted exchanges for everything from finance, government, healthcare, recruitment, gaming to dating, and social networking.”
Product Launch: September 10, 2013
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms
HQ: Edinburgh, Scotland, UK
Founded: September 1, 2011
Website: miicard.com
Twitter: @miicard
Presenting James Varga (CEO) and Magnus Bray (Sales Manager)

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The full demo video will be available at finovate.com in mid-September.

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Unleash Launches a Cloud CFO to Bring Financial Decision-Making Capabilities to Small Businesses

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, Unleash
This post is part of our live coverage of FinovateFall 2013.

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Then, Unleash launched its Cloud CFO:
“Unleash is a Cloud CFO that helps small businesses make better decisions faster.
In addition to simplifying business intelligence and making it super easy to use, we’ve got a few proprietary tricks up our sleeve: 
        • Peer Index: showing business owners how they stack up against their competition 
        • uScore: a single business health indicator–think FICO for business health”
Product Launch: September 10 & 11, 2013
Metrics: Under 10 employees & bootstrapped funding
Product distribution strategy: Direct to Business (B2B)
HQ: San Jose, CA
Founded: February 2012
Website: unleash.us
Twitter: @UnleashApp
Presenting Insaaf Mohideen (Founder & CEO) and Ahmad Ibrahim (Business Development)
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The full demo video will be available at finovate.com in mid-September.

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DoubleBeam’s SDK Saves Merchants on Interchange Fees by Using eChecks

By Julie Muhn (@julieschicktanz) Posted on
Categories: DoubleBeam, FinovateFall 2013
This post is part of our live coverage of FinovateFall 2013.

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Then, DoubleBeam demonstrated how it can save merchants on interchange fees:
“Our SDK for iOS and Android is an ingredient that runs inside other mCommerce applications. It links users’ bank accounts just by taking a picture of a blank check, then can store that information to process low-cost eChecks as a method of payment, saving merchants up to 80% off the cost of credit card interchange fees. It is being leveraged in pure mCommerce applications as a method to reload stored value accounts, and in brick and mortar retail apps where it also improves visibility into customer behavior for improved marketing ROI.”
Product Launch: January 2013
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, & licensed
HQ: Pasadena, CA
Founded: August 2011
Twitter: @doublebeaminc
Presenting Ted Tekippe (CEO) and Avi Lichtschein (VP Business Development)

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The full demo video will be available at finovate.com in mid-September.

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CoverHound Unveils a Quick Way to Request a Cost Estimate for Car Insurance

By Julie Muhn (@julieschicktanz) Posted on
Categories: CoverHound, FinovateFall 2013

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This post is part of our live coverage of FinovateFall 2013.
CoverHound is up next to demo a fast and unique way that users can receive an insurance estimate:
“CoverHound now lets you request a car insurance estimate just by Tweeting” 
Product Launch: September 10, 2013
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms
Metrics: $6.5M raised & 23 employees

HQ: San Francisco, CA
Founded: May 2010
Twitter: @CoverHound
Presenting Basil Enan (CEO) and Keith Moore (CMO)

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The full demo video will be available at Finovate.com in mid-September.

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SpearFysh’s Note Taking App Helps Salespeople Stay Organized

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2013, SpearFysh
This post is part of our live coverage of FinovateFall 2013.

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Afterwards, SpearFysh demonstrated how its app can improve the note-taking experience during and after sales calls.
“Our Intelligent Note-Taking App helps a salesperson execute a pre-loaded agenda of a sales call that they see on the tablet screen during note-taking. In addition, it allows the salesperson to take notes, capture audio of the conversation, and tag critical data for 100% recall of the “voice of the customer” and sales process analytics. 
Our Web App enables interaction sharing with everyone at the organization that is involved in the sales process. Sales call data and the “voice of the customer” is converted from speech to text, indexed, and mined for sales intelligence to improve coaching and executive decision-making.”
Product Launch: May 2013
Metrics: $3.18M raised to date, 12 FTE, pre-revenue
Product distribution strategy: Direct to Business (B2B)
HQ: Twinsburg, OH
Founded: May 2011
Website: spearfysh.com
Presenting Marc Miller (CEO) and Greg Pacholski (President)

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The full demo video will be available at finovate.com in mid-September.

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