“Along with their industry leading PFM, MoneyDesktop has developed, and will be revealing, its powerful back-end data analytics and marketing platform. Comprised of two products, Insight and Target, the new platform equips financial service organizations with easy-to-consume user insights that can effortlessly be transformed into targeted marketing campaigns — leading to higher conversion rates, greater wallet share and increased loan volume.Insight leverages aggregated PFM user data to create customizable marketing segments based on users’ growth, demographics, accounts, spending, interest rates on competing financial products and more.Target turns insight into action by enabling financial institutions to continually create and send targeted marketing content and product offerings that are hyper relevant to their user base. Together – Insight and Target provide financial institutions a groundbreaking new way to market and drive adoption of their most valuable account types.”
Author: Julie Muhn (@julieschicktanz)
Expensify Launches Solution to Turn Expense Reports into Invoices
“Announcing Expensify Invoices! Now it’s possible to transform expense reports into invoices and send directly to clients. Upload your company logo to create branded invoices. Combine multiple expense reports into a coherent branded invoice to email to your client with custom payment terms. Your clients can even pay their invoice directly through Expensify with ACH Direct Deposit or PayPal.
Your favorite expense management software just got better! Take the paper, time, and headaches out of invoicing with Expensify Invoices.”
Moven Debuts Money Pulse to Help Users Manage Day-to-Day Finances
“Moven is demonstrating their mobile banking experience along with how our Spend, Save, Live tools will help consumers manage and improve their financial health. The demo will include features of the day-to-day mobile banking experience and the online platform.”
Virtual Piggy’s New Mobile App Helps Kids Make Online Transactions
This is a part of our live coverage of FinovateSpring 2013.
“Virtual Piggy’s new mobile app will bring an innovative new technology to the market that will have a disruptive impact on global m-commerce. With over a billion U18’s worldwide shopping online at an earlier age and becoming more proficient than any previous generation with internet enabled devices, Virtual Piggy noticed that there was no easy mechanism for this group to transact online. All existing methods involved friction and often resulted in undesirable outcomes, such as fraud.Virtual Piggy’s technology allows merchants to sell to U18s in a COPPA compliant, parent approved manner, unlocking an estimated $211B in annual spending power for online retailers.”
Banno Launches Kernel for Financial Institutions to Better Understand their Customers
“Banno Kernel enables financial institutions to leverage the way consumers interact with their business by delivering on the promise of true one-to-one marketing. Kernel positions the next best product to each individual consumer based on interest, across any channel. It exposes a modern web API for integration across all channels – online, mobile, ATM, e-statements and more. Through a real-time dashboard, financial institutions receive an exact picture of the next best product for each individual user. Kernel continues working the lead opportunity throughout any channel on which the user chooses to engage.”
Palo Alto Software’s LivePlan Teams Up with MasterCard to Help Small Businesses Better Understand their Daily Operations
“LivePlan tells you how your business is doing. It creates budgets and forecasts to help you plan for success, allows you to put together a beautiful one-page pitch, and helps you track and manage your performance to ensure efficient growth. With its Quickbooks integration, LivePlan delivers business intelligence to small businesses everywhere. LivePlan has received the Top Ten Reviews Gold Award and been touted as, “an essential tool for launching a startup” by Inc.com. Fans include PC World, The Wall Street Journal, CNN Money, and Entrepreneur as well as over 70,000 customers.LivePlan and MasterCard have now teamed up, and are helping small businesses and mid-market companies manage both their performance and daily operations. LivePlan is now offered through the MasterCard Easy Savings Program and provides business intelligence through MasterCardbiz.com. Moving forward, the two companies will look to identify other areas in which their solutions can jointly provide value to business owners.”
Yandex.Money Debuts Twym (Tweet Your Money), a New Way to Send Money
“Twym is designed to facilitate instant transfers in rubles between Twitter users who have Yandex.Money accounts. To send money, users send a tweet that includes @twymru, the recipient’s username on Twitter, and the amount they want to transfer.
If the recipient has already activated Twym, they receive the rubles immediately. If not, they will be prompted to activate Twym and receive the money after they have done so. If someone retweets a money tweet, another transfer will be made from their Yandex.Money account to the same recipient – a useful feature for fundraising campaigns.”
Lodo Software Launches D3 Banking to Help Banks Deliver a Personalized Customer Experience
“D3 Banking is data driven digital banking. It provides a full range of integrated financial services using a powerful, predictive analytics engine to deliver a personalized customer experience anytime, anywhere, on any device.
The D3 Banking components utilize next generation technology and can be deployed on a single server or distributed across servers to support cloud-computing environments. Those components include: D3 Analytics, D3 Insight, D3 UX, D3 Apps, D3 API, D3 Connect and D3 Control. These components provide the resources necessary for financial institutions to deliver a consistent, relevant and profitable experience to their customers.”
Kabbage Launches QuickBooks Financing Integration
“Kabbage has partnered with Intuit to provide simple and easy access to funding for QuickBooks customers. Kabbage is the first company on Intuit’s QuickBooks Financing Platform to underwrite customers solely based on QuickBooks data. With Kabbage, customers receive instant approvals; funds can be available within minutes when they use PayPal to receive funding.”
Nice Showcases How Mobile Reach Personalizes the Customer Experience
“Mobile Reach converges mobile self-service and assisted-service to create the most personalized, effective, and efficient channel. It offers:
- ENGAGE: Intelligently finding engagement opportunities in self-service and directing customers to the best next step just at the right time.
- CONNECT: If needed, seamlessly connecting customers directly to the right agent, bypassing the IVR and transferring the context from the device to the agent desktop.
- COLLABORATE: Expanding customer interactions using multimedia collaboration tools (sending text, images, etc.).
Customers get the ultimate customer experience – as personalized, relevant, and as effective as possible.Companies get more business, lower service costs, and higher mobile use.”
Narrative Science Unveils Quill Portfolio Solutions
“Narrative Science presents Quill for Financial Services, a suite of solutions that enables financial institutions to automatically analyze, interpret and gain human insight from data at a speed and scale never before possible.
- A leading credit analytics firm is leveraging Quill to transform its data and risk assessment models into an investment report that combines both text and visualizations.
- Quill is automatically creating attribution summaries that provide internal stakeholders and their clients with insight into the reasons behind portfolio performance.
- Quill is creating personalized portfolio reviews for financial advisors and their clients. Advisors get the talking points they need for client conversations while their clients get clearly written account performance summaries.”
What to Expect When You’re Expecting….

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