Author: Julie Muhn (@julieschicktanz)

HelloWallet’s iPhone App Helps Make Budgeting Advice More Relevant

By Julie Muhn (@julieschicktanz) Posted on
Categories: HelloWallet

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PFM company HelloWallet released a new iPhone app last week. In addition to providing standard PFM features such as account balance, spending overview, and budget outline, HelloWallet features a new tool that guides users based on their location:

“Once the app determines the user’s location, it will display how much is left to spend in the associated budget category and how much has been spent historically at that location.”

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The example on the right shows an example of a user visiting Caribou Coffee. The app informs them how much money is left in their coffee budget and displays their average spend at the merchant over the past year.

The HelloWallet app for Android will be available in early 2012.

To learn more about HelloWallet, watch its FinovateSpring 2011 demo.

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Finovate Alumni News– November 22, 2011

By Julie Muhn (@julieschicktanz) Posted on
Categories: Alkami Technology, Check Point, Equifax, Geezeo, HelloWallet, LearnVest, Prosper, Simple, Xero

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  • Richard Branson follows in the footsteps of Simple by avoiding the word ‘bank’ when naming his newly acquired FI.
  • Alkami wins VC backing for online banking technology.
  • Check Point Software Technologies acquires risk management company.
  • HelloWallet’s iPhone app helps make budgeting advice more relevant.
  • Equifax partners with data quality and management company Ixsight.
  • Xero makes receiving overpayments and prepayments easier.
  • Credit Union Times reports Geezeo adds four credit union clients for its PFM.
  • Venture Studio interviews Alexa Von Tobel, LearnVest CEO, about how she started her business.
  • The Social Lending Network looks at Prosper’s top P2P lenders.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Check Point Software Technologies Acquires Risk Management Company

By Julie Muhn (@julieschicktanz) Posted on
Categories: Check Point

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Check Point Software Technologies recently announced the acquisition of Dynasec, a governance, risk management, and compliance (GRC) solution provider. This move will enhance Check Point’s 3D Security platform that:

“Enables companies to view security as a business process, focusing on policy, people and enforcement. The combined security and GRC solutions will enable customers to manage their entire 3D Security process from corporate objectives, to policies and security enforcement…”

The added solutions will help clients sift through ever-changing security regulations and requirements when creating IT security policies. 

To learn more about Check Point Software Technologies, watch its Finovate 2008 demo.

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Currensee Launches Trade Leaders Program for Institutional Clients

By Julie Muhn (@julieschicktanz) Posted on
Categories: Currensee

Currensee.jpgLast week, currency trading platform Currensee announced the launch of its Trade Leaders Investment Program for institutional clients:

“The new service enables hedge funds, money managers, family offices and other asset gatherers to tap into the USD4 trillion daily Forex market by leveraging the elite Currensee network of Trade Leaders.”

It also instituted the Currency Risk Management Control Center to assist investors with controlling risk.

To learn more about Currensee, watch its FinovateSpring 2011 demo.

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Finovate Alumni News– November 21, 2011

By Julie Muhn (@julieschicktanz) Posted on
Categories: Braintree, BrightScope, ClairMail, Currensee, DoughMain, HelloWallet, Lendio, Mint.com, Simplifi, Xero, Yodlee

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  • BrightScope plans to tweak its blog & redesign its homepage.
  • SimpliFi wins four Achievement in Marketing awards from Columbus chapter of American Marketing Association.
  • New York Shop Exchange interviews Brock Blake, Lendio CEO, about small business loans.
  • MyBankTracker looks at Yodlee’s FinApps and the evolution of Mobile Banking.
  • Fifth Third Bank launches mobile banking apps powered by Clairmail.
  • TechCrunch reports Braintree receives investment from Capital One co-founder, Nigel Morris.
  • Currensee launches Trade Leaders Program for institutional clients.
  • TechCrunch explores the differences between Mint.com and HelloWallet’s mobile apps.
  • Family blogger Darcy shares five of DoughMain’s features.
  • Xero doubles its customer numbers, gains traction overseas.
This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Expensify Launches Lite iPhone App For Mileage Support

By Julie Muhn (@julieschicktanz) Posted on
Categories: Expensify

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Yesterday, Expensify launched an iPhone app, Expensify Lite, that is exclusively for mileage support. This simple app will include mileage and odometer entry, business card scanning, offline support, and comments on receipts.

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All other Expensify mobile capabilities can be found in the regular Expensify app. The app is now available on iOS, Android, Blackberry, and Windows. 

To learn more about Expensify, watch its FinovateSpring 2011 demo.

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PayPal Relaunches Facebook App For Friend-to-Friend Payments

By Julie Muhn (@julieschicktanz) Posted on
Categories: PayPal

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Yesterday, PayPal relaunched Send Money, a Facebook app that allows payments, accompanied by e-cards, to be sent to friends. PayPal says 80% of its active users also use Facebook. 

The process begins inside Facebook where the app is launched and the recipient is chosen from the friends list. Then users select an e-card image, add a personal greeting, and type in the amount of the payment. The final step takes users into their PayPal account, where they login with their PayPal username/password, to confirm the transaction. Recipients need a PayPal account to redeem the cash. 

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While the e-cards and P2P payments are free, PayPal’s international fees still apply.

To learn more about PayPal, watch its FinovateSpring 2011 demo.

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Mitek Doubles Clients, Plans to Enter Insurance Vertical

By Julie Muhn (@julieschicktanz) Posted on
Categories: Mitek

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Mitek Systems, whose fiscal year ends in September, recently released its year-end earnings and client numbers, along with a hint towards a strategy move. 

Janney Capital’s report details the highlights:

  • Earned $10.3 million in revenue in the 2011 fiscal year. This is double its $5.1 million 2010 revenue.
  • Increased revenue by $1.4 million from Q4 2010 ($1.6 million) to Q4 2011 ($3.0 million)
  • Reported that the number of signed financial institutions sprang from 80 to 161 in the final quarter of 2011. This doubles its customer base, which includes 7 of the top 10 U.S. Banks.
  • Acted on its plan to enter the insurance vertical market by signing Progressive as a customer.
  • Announced that an unnamed, tier 1 bank will introduce Mitek’s Photo Bill Pay product to its customers in the near future

Mitek’s customer base includes:

  • Charles Schwab
         – Experienced 40% mobile deposit adoption in 6 months
  • Progressive
         – This is Mitek’s first step into the insurance vertical world
  • Intuit
         – Launched Mitek’s Mobile Deposit in September 2011
  • Wells Fargo
         – Available only to commercial customers
  • JPMorgan Chase
         – Available to both private and commercial customers.
    • To learn more about Mitek, watch its FinovateFall 2011 demo.

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    Finovate Alumni News– November 18, 2011

    By Julie Muhn (@julieschicktanz) Posted on
    Categories: BillGuard, eRollover, Expensify, FiPath, Mitek, mShift, PayPal, Stocktwits, TSYS

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    • FiPath (formerly eRollover) launches FiPath for Advisors, online marketing solution for advisor leads.
    • Reuters discusses the benefits of BillGuard.
    • TSYS signs largest private bank in Azerbaijan.
    • MShift to power AmeriCU’s mobile banking platform.
    • StockTwits & Gnip partner to cater to traders.
    • StockTwits goes International with its real-time financial platform.
    • Mitek doubles clients, plans to enter insurance vertical.
    • PayPal relaunches Facebook app for friend-to-friend payments.
    • Expensify launches lite iPhone app for mileage support.
    This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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    Cartera Commerce Powers Southwest Airlines Rapid Rewards Shopping

    By Julie Muhn (@julieschicktanz) Posted on
    Categories: Cartera Commerce

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    Transaction-based marketing startup Cartera Commerce announced today that it will be powering the Rapid Rewards Shopping platform from Southwest Airlines:

    “Rapid Rewards Shopping features thousands of valuable points offers from more than 700 participating online retailers. Members can use Rapid Rewards Shopping to get more out of their holiday shopping budgets — on top of online retailers’ sales and promotions — by earning points for each gift they buy.”

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    Members will be able to redeem points for airline tickets.

    To learn more about Cartera Commerce’s transaction-based rewards platform, watch its FinovateFall 2011 demo.

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    Jingit Sees Good Uptake on U.S. Bank Debit Card

    By Julie Muhn (@julieschicktanz) Posted on
    Categories: Jingit

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    Jingit, the startup that pays users to watch advertisements, announced positive initial results:

    “The number of participants doubled in October and again in November. The steady growth is attributed to its viral and social media marketing efforts as well as its captivating demonstration and unveiling at the FinovateFall Conference.”

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    It is also having success with its U.S. Bank-issued Jingit Visa debit card. Almost 33% of Jingit participants have already ordered the card. And U.S. Bank is pleased with the numbers, saying that it has “exceeded expectations.”

    To learn more about Jingit, watch its FinovateFall demo.

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    Yodlee Partners with Open Solutions

    By Julie Muhn (@julieschicktanz) Posted on
    Categories: Yodlee

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    PFM startup Yodlee announced today that it has formed a partnership with Open Solutions, a supporter of community financial institutions and credit unions.

    “Open Solutions will be the first channel partner to launch the Yodlee Platform with the FinApp Center to its community bank and credit union customers. Yodlee’s FinApp Center is a consumer-driven marketplace for personalized financial applications, or Yodlee FinApps…”

    Open Solutions hopes to have the FinApps available by early 2012.

    To learn more about Yodlee’s FinApps, watch its FinovateFall 2011 demo.

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