Experian Gives You The Power to Protect Your Identity

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

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This afternoon, Experian demonstrated myID.com, a tool that helps you protect your identity:
“A part of Experian, it monitors all facets of your identity, including personal privacy, financial information, your reputation and your safety. myID.com quickly alerts you to risks to your identity so you can take action and minimize the potential for damage. Unlike most identity theft software, myID.com helps you manage your entire identity, on social networks, on people page sites and offline through our financial monitoring system. 
myID.com helps consumers stay private and safe, and prevents identity theft by continuously scanning for personal information on public websites and databases. myID.com also provides real-time alerts if your private information becomes public, and investigates possible situations where your identity has been stolen. With myID.com, you can rest assured that your privacy, safety, finances and reputation are secure.”
Product Launched: 2011
HQ Location: Irvine, CA 
Company Founded: 1999 
Product Being Demoed: myid.com 
Website: experian.com
Presenting Hue Rhodes (VP Business Development) & Conor Swanson (Business Analyst Expert for myID)

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Mootwin Helps Banks Maximize the Mobile User Experience

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

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This afternoon, Mootwin demonstrated a mobile app solution that maximizes the mobile user experience:
“Mootwin patented technology offers a “One Stop Shop” value-added solution to all customer centric mobility needs. Its unique technology maximizes the mobile user experience thanks to:
  • Ability to execute even in the slowest broadband areas
  • Real-time financial content delivery (with cutting-edge “push” technologies)
  • Highly secured access 
  • Easy integration to existing enterprise IT

The solution combines one tier of native application on mobile devices, with two tiers of transactional data access on the middleware platform (the Mootwin Foundation), easily integrated into Financial institutions’ information system. The three-tiered Mootwin application architecture delivers a fast Time-to-Market, a quick ROI “beyond expectations” user experience, encouraging brand loyalty.”


Product Launched: January 2011 

Location: Palo Alto, CA & Paris, France 

Company Founded: February 2008 
Metrics: $7.5M raised
Website: mootwin.com
Presenting Naoufel Klai (Business Development) & Philippe Lomenech (CTO)

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SigFig Gives Advice on How to Improve Your Investment Portfolio

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

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Next this afternoon is SigFig, which demonstrated how it provides consumers with concrete, free, and actionable advice on how to improve thier investment portfolio:
“Because of the wealth of data we import from users’ brokerage accounts when they sign up for our portfolio service, we are in a unique position to offer specific and actionable advice. 
  • The entire product is powered by sync – you don’t have to enter data, we automatically analyze your historical behavior. 
  • If you own a bad mutual fund or ETF, and there’s a better one in the same category, we’ll recommend a switch. 
  • We analyze the fees your brokerages charge you — across dozens of categories — and simulate your behavior at other brokerages in our system to see how much money you could save money. 
  • We’ll automatically provide tax loss harvesting advice to help you optimize on taxes.
  • If you have a financial advisor, we’ll automatically detect that and compare his or her performance to all others in our system and recommend a switch if warranted.
  • We’ll analyze your behavior & style and recommend changes where warranted (such as too-frequent trading).”

Product Launched: October 2011 


HQ Location: San Francisco, CA 

Company Founded: July 2007 
Metrics: 25 employees, 1M unique visitors
Website: sigfig.com
Presenting Parker Conrad (Co-Founder)

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cbanc Network Harnesses the Brainpower of Banks and Users

By Julie Muhn (@julieschicktanz) Posted on
Categories: cbanc Network

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This afternoon, cbanc Network demonstrated its virtual marketplace that aggregates the knowledge of users and financial institutions:
“Bankers are by-and-large too busy, too risk-averse and too protective of their efforts to willingly, reliably give away their hard work online to seekers in a discussion forum. However, they will share their intellectual property when the risks are controlled and the right incentives are in place. 
We’ll demonstrate how this virtual marketplace:
1) motivates people from every job function to share their best work
2) uses points as its currency to incentivize users
3) helps financial institutions prepare for exams 
4) protects members around legal and competitive concerns of sharing”
Product Launched: January 2009
HQ Location: Austin, TX 
Company Founded: January 2009  
Metrics: 8 employees, 5,000 registered users, average page views per login: 52, average minutes on site per login: 12 minutes, average time saved per downloaded piece of content: 8 hours
Presenting Myers Dupuy (President)

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With modoPAYMENTS, Consumers Pay With its Phone and Get Rewards

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

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Starting off the second session this afternoon, modoPAYMENTS showed its product in-use and demonstrated: 
“The ability to on-board a merchant for Modo, signup some especially great new users for Modo, and distribute an innovative offer to those super fine users, all in the space of 7 minutes. Oh, and we’re also executing a mobile payment using Modo at a local establishment.
Key takeaways are the frictionless adoption with no special infrastructure requirements, the ease of use for merchants, brands, and consumers, and finally how transaction data creates useful information for all parties. Modo closes the loop on the promotion, purchase, payment cycle.
When we are done you’ll understand why we say: Pay with Modo. Get more Modo.”

Product Launched: September 2011 

HQ Location: Dallas, TX 

Company Founded: July 2010 
Metrics: Bootstrapped, 14 ModoNauts, pre-revenue
Presenting Bruce Parker (Founder & CEO) & Aaron Wilkinson (Founder & Chief Architect)

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BillGuard Brings Antivirus For Bills to Online Bank Statements

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

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To finish off the first session this afternoon, BillGuard unveiled a new browser extension:

“BillGuard is people-powered antivirus for bills. BillGuard.com is a free online service that enables consumers to protect their credit cards and debit cards from hidden charges, billing errors, misleading subscriptions, scams and fraud. BillGuard will also unveil its new browser extension that brings the power of BillGuard into online bank statements.”

Product Launched: May 23, 2011 
HQ Location: New York, NY 
Company Founded: April 11, 2010 
Metrics: $3M raised, 13 employees
Website: billguard.com
Presenting Yaron Samid (Founder & CEO) & Raphael Ouzan (Founder & CTO)

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Yodlee Shows How Banks Can Tailor the Consumer Banking Experience

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

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This afternoon, Yodlee demoed The Dynamic Consumer Experience:
“Yodlee’s dynamic consumer banking experience is fast, flexible, and tailored to the unique needs of individuals, all in an anytime, anywhere online/mobile environment. 
We will be showing how financial providers can, from a single platform, enable truly differentiated consumer banking experiences that drive substantial value. We will be highlighting distinct consumer segments to demonstrate how different the experiences can be, even down to the payment vehicles. This empowers both banks and consumers while delivering exceptional functionality via a unique Yodlee FinApp architecture.”
Product Launch: November 2011
HQ Location: Redwood City, CA
Company Founded: February 1999
Metrics: 12 years’ banking leadership & innovation, 700+ employees globally, 40% annual YOY revenue growth, 30M+ registered users, 300+ customers
Website: yodlee.com
Presenting Peter Hazlehurst (Chief Product Officer), Aimeelene Hwang (Senior Product Manager), & Eric Connors (VP Product)

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eToro Launches Copy.Me Platform That Lets Everyone Market Their Trading Skills

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

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This afternoon, eToro demonstrated CopyTrader and introduced Copy.Me:

“CopyTrader is a groundbreaking way to trade by automatically copying every trade made by a selected guru trader or by a people-based portfolio of top performing traders directly into the account of the copier. CopyTrader is the enabling feature for every network member to become a guru investor who indirectly executes trades for all investors copying him or her. 

Copy.Me is a one-stop shop for everyone to set up his own retail investment shop and present/market his trading skills to the entire world. Investment gurus are compensated for their ability to attract investors that copy from them.”

Product Launched:
  • CopyTrader official launch date: June 27, 2011
  • Copy.Me (beta) launch date: September 20, 2011

HQ Location: Limassol, Cyprus 

Company Founded: January 1, 2007 
Metrics: Today, eToro employs 190 professionals with offices in the United States, Europe, and Australia. To date, eToro has raised $16.6 million and has over 1.75 million registered users.
Website: etoro.com

Presenting Yoni Assia (CEO) & Alon Levitan (Head of Strategic Marketing)

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Andera’s FortFI Scans Account Applications for Fraud

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

Andera (2).jpgNext this afternoon, Andera demonstrated FortiFI, a product that aims to discover and flag fraudulent account applications sent to banks:

“It scans applications submitted online to over 500 financial institutions discovering patterns used by fraud rings only visible on an industry-wide scale, and flags applications matching known patterns before an account is opened at the bank. FortiFI is available as both a feature of Andera’s hosted account origination solution and its Software Development Platform (SDK). 

The SDK gives developers instant “plug and play” access to the many services and software components (e.g., ID verification, application risk management, funding risk management, funds transfer, etc.) used by Andera’s popular hosted online account opening solution, reducing the time and cost to bring innovative online services to market.”

Product Launched: July 2011
HQ Location: Providence, RI 
Company Founded: 2001 
Presenting Ted Brown (Sales) & Bob Chatham (CMO)

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Backbase’s E-banking Experience Focuses on Customer Interaction

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

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This afternoon, Backbase demonstrated its Retail Bank of the Future that focuses on customer interaction: 

“Backbase is launching its Retail Bank of the Future representing the e-banking engagement experience of tomorrow. It embodies the newest User Experience (UX) patterns based on input gathered from customer research, industry thought leaders and UX specialists. 

The Backbase Retail Bank of the Future uses the latest interaction patterns and stretches the limits of today’s front-end technologies across multiple devices and touch-points in order to create a centrally orchestrated Bank 2.0 end-user experience. With the underlying technology in place, including its award-winning Portal technology, Backbase is now focused on leading the way in customer engagement solutions.”

Product Launched: February 2011 
HQ Location: New York Company 
Founded: June 2003
Metrics: 150 employees, Offices in New York, US and Amsterdam, The Netherlands
Website: backbase.com
Presenting William Sarkozy (Senior Consultant) & Jonathan Wright (Senior Consultant)

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Authentify’s 2CHK Provides Insight Into Transaction Activity

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

Authentify.jpgThis afternoon, Authentify demonstrated 2CHK, an application that:

“Establishes a separate, 2-way window into a user’s bank account from their mobile device or desktop. 2CHK permits a user to double check account transactions and approve or cancel them using controls provided by the app. 
Developed to combat MITM/MITB/Zeus SpyEye malware variants, the heart of 2CHK is its encrypted second communication channel established only when the user completes an out-of-band authentication with the application’s backend. Once established, the encrypted channel can be used to verify multiple transactions extending a financial institution’s ability to apply interactive OOB transaction verification against virtually all transactions types.”

Product Launched: September 2011 


HQ Location: Chicago, IL 

Company Founded: October 2009 
Metrics: Authentify is a privately held, 35 person firm with 200+ customers in financial services, e-commerce and corporate security.
Presenting Peter Tapling (President & CEO) & John Zurawski (VP Sales & Marketing)

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CashStar Turns Credit Card Loyalty Points Into Mobile Gift Cards

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

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Starting off after lunch, CashStar demonstrated a gifting and incentives platform:

“A first of its kind location-based iPhone application that enables consumers to walk into a retail location (i.e. Starbucks) and instantly redeem credit card loyalty points in real-time in the form of a mobile gift card that can be used immediately. With CashStar, consumers can burn their points instantly on their mobile device for the first time ever, providing the ultimate convenience and relevancy the digital age now affords.”

Product Launched: September 2011 


HQ Location: Portland, ME 

Company Founded: 2007 
Metrics: $9M Raised, 50+ Employees
Website: cashstar.com
Presenting David Douglas Stone (Co-Founder & CEO) & Phelps Peeler (VP of Engineering)

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