CarryQuote’s IntelliCast Solution Delivers Financial Research and Multimedia Content

Thumbnail image for CarryQuote.jpgThis afternoon, CarryQuote shared a mobile research delivery solution, IntelliCast:

“A private-labeled solution that allows you to securely deliver proprietary research and multi-media content directly to your clients’ Apple, Android, BlackBerry, or Microsoft smartphones and tablets. 

Through CarryQuote’s unique, SaaS-based mobile technology platform, which offers compatibility across all five major mobile platforms, CarryQuote IntelliCast allows you to place a highly-advanced, branded mobile application in your clients’ hands, and become their “go to” source for the latest financial research. Notably, this turnkey solution can be customized and deployed across all platforms in under six weeks.”

Product Launched: February 2011


HQ Location: Zug, Switzerland 

Company Founded: July 2006 
Product Launched: February 2011
Presenting Christian Erlandson (CEO) & Trevor Vale (Head of Sales, Americas)

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PayNearMe Allows Cash Payments for Online Bills

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PayNearMe started off the demos after lunch today with a unique payment platform that allows users to pay for online goods, rent, and utility bills using cash.
“PayNearMe combines a load network with a flexible application development platform that enables consumers to conduct a broad range of remote business transactions.We will demonstrate PayNearMe-based applications in international remittance, retail-enabled bill payment, and mobile payments with cash.”

Product Launched: September 15, 2010

HQ Location: Mountain View, CA

Company Founded: 2009

Website: paynearme.com
Presenting Danny Shader (CEO & Founder) & John Minor (VP Product and Support)

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BankSimple Unveils Its Modern Mobile Banking Experience

BankSimple.jpgFinishing off today’s morning session, BankSimple publicly demonstrated its product for the first time:


“It’s a fast, easy-to-use web and mobile experience with advanced features such as a prominent Safe-To-Spend balance, fast natural language search, adjustable savings goals and much more.”
Product Launched: Soon
 
HQ Location: Portland, OR
Company Founded: October 2009
Metrics: $13M raised, 17 employees
Presenting Joshua Reich (CEO & Co-Founder) & Adam Erlebacher (VP Product Marketing & Operations)
 
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MasterCard’s inControl Service Features the Small Business Controller Product

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This morning, MasterCard demonstrated a feature of inControl, the Small Business Controller service:

“MasterCard inControl is an innovative, flexible service, which enables issuers to easily introduce payment products that offer unparalleled controls and real-time alerts to both consumer and commercial cardholders. 

The suite of inControl offerings satisfies strong end-user needs for high security and controlled access to spending accounts, while providing cost-efficiencies and speed-to-market for issuers without the need for any changes in the payment process at the merchant.”

Product Launched: The inControl platform first launched in 2008 with PurchaseControl for corporate clients. Since then, the inControl product suite has expanded to additional products for consumer cardholders. Today’s demo features the Small Business Controller product, which launched this summer. 
HQ Location: Purchase, NY 
Company Founded: 1966 
Product Being Demoed: MasterCard inControlTM 
Metrics: In 2010, $2.7 trillion in gross dollar volume was generated on MasterCard products by consumers around the world. Powered by the MasterCard Worldwide Network – the fastest payment processing network in the world – MasterCard processes over 23 billion transactions each year and has the capacity to handle 140 million transactions per hour, with an average network response time of 140 milliseconds and with 99.99 percent reliability. MasterCard’s net revenue for the full-year 2010 was $5.5 billion.
Presenting Dana Duman (VP, inControl Global Product Development)

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Lighter Capital’s RevenueLoan: Where Entrepreneurs Fund Entrepreneurs

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Later this morning, Lighter Capital demonstrated its lending platform with a social twist:

“RevenueLoan is our light-weight and flexible financing option that fits an unmet need in the small business funding market. Our revenue-based finance model exchanges growth capital for a fixed percentage of a company’s revenues. 

Entrepreneurs prefer this as there’s no dilution, no loss of control, and no fixed repayment schedule. For us, this provides a more scalable funding strategy as we have more consistent of repayment than venture investors while achieving higher rates of returns than banks. We’re also the first small business lender to build a company’s social media and web presence directly into our loan evaluation process.”

Product Launched: August 9, 2011 

HQ Location: Seattle, WA 
Company Founded: June 2010 
Metrics: Funding raised to date: $6 million, Number of employees: 10, Number of financings to date: 10, Total $ value of financings to date: $1.4 million+
Presenting Andy Sack (Founder & CEO) & Randall Lucas (Principal & VP Finance)

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Jingit Helps Consumers Earn Cash for Brand Engagement

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This morning, Jingit demonstrated its platform that helps consumers earn cash in exchange for brand engagement:

“With Jingit, you earn real cash (not credits, points or virtual currency) by engaging with brands. Instantly spend that cash to buy goods online with your Jingit balance, or in the real world with a Jingit Visa® Debit Card.”

Product Launched: August 2011
HQ Location: Minneapolis, MN 
Company Founded: January 2010 
Website: jingit.com
Presenting Joe Rogness (Co-CEO) & Todd Rooke (Co-CEO)

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planwise Helps Consumers Grasp and Plan Their Financial Future

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Next to step up to the podium is planwise, a startup who aims to help all consumers understand and plan their financial future: 

“We are to demo the core proposition of planwise, which enables the consumer to > Learn > Plan > Quote > Apply > Get Advice around any life plans they may have and the credit products that would be required to make them happen. 

The tools enable any consumer from all ranges of demographic, age, financial or computer knowledge to better understand how the plans they make today affect their finances in the future, so they can make better decisions. We will be launching with demoing mortgage products.”

Product Launched: September 2011 

HQ Location: San Francisco, CA 
Company Founded: January 2011 
Metrics: Money raised: $50,000, employees: 5, registered users: 50 pre-launch private beta, Traffic: Alexa Ranking 74,000 at August 1st, banks signed: 2
Website: planwise.com
Presenting Vincent Turner (CEO)

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InComm and CorFire Bring a Tailored Mobile Wallet Experience

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Next this morning, InComm demonstrated its platform that enables retailers to directly involve themselves in the consumer experience:

“InComm’s innovation is a mobile commerce platform that will deliver promotion, loyalty, and general payment solutions to national merchants and their customers. This will differ from other mobile wallet platforms in that the solution will tailor to the retailer’s needs, providing a merchant-branded environment and thus, the ability to be directly involved in the consumer’s wallet experience. 

When combined with loyalty and gifting, merchants will have a fully functional application that simplifies the consumer’s life, reducing the need for magnetic swipe technology and harboring next generation technologies such as near field communication.”

Product Launched: TBD, but likely Nov. 2011 

HQ Location: Atlanta, GA 
Company Founded: 1992 
Metrics: $13 billion in retail transactions in 2010, More than 40 percent growth year-on- year in most product categories, More than 225,000 integrated retail locations, Available on five continents, 28 countries, 1,400 employees, 74 worldwide patents, unique monthly visitors: 6,825
Website: incomm.com
Presenting Dustin Young (VP Product Strategy) & John Anderson (VP E-Commerce & Mobile)

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oFlows Helps You Go Paperless

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Next up this morning is oFlows, which demonstrated how you can use its platform to go paperless:

“This year we have expanded beyond financial institutions and have made the oFlows technology platform available to everyone. So if you are still using paper for your applications, purchase orders, order forms or just about any other kind of transaction, oFlows can help. 

We take your products, forms and rules and put them into a completely paperless mobile platform that will run the rules, make offers, fill the forms, get them signed and manage all of the required supporting documentation – all from iPads, Android tablets and smartphones. And because oFlows seamlessly integrates with payments systems, you can complete complex transactions or take deposits on the spot. So now you can transact anywhere, anytime without having to lug around a clipboard full of paper forms.”

Product Launched: September 2011

HQ Location: San Francisco, CA 

Company Founded: 2009 
Website: oflows.com
Presenting Scott Pitts (CEO) & Rajesh Jayaraman (CTO)

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FamZoo Helps Parents Teach Good Money Habits

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This morning, FamZoo demonstrated a co-branded version of its product that helps parents instill children with good financial habits: 
“FamZoo Partner Edition allows credit unions, banks, financial advisors, and other financial organizations to offer a co-branded version of the FamZoo Virtual Family Bank to their client families. Using FamZoo Partner Edition, organizations can:
      • Develop an ongoing relationship with next generation clients early on 
      • Provide a natural on-ramp to real world financial products 
      • Deliver innovative, hands-on youth financial education that is more effective than existing content and games.”
Product Launched: September 2011 
HQ Location: Palo Alto, CA 
Company Founded: August 2006 
Metrics: Private funding $900K, 2 employees, initial product launched January 2010, 1565 registered families, 8% trial-to-paid conversion rate, $425K of spending/giving transactions by kids tracked to date.
Website: famzoo.com
Presenting Bill Dwight (Founder & CEO)

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Cartera Commerce’s Card-Linked Offers Allow Banks to Offer Daily Deals

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To start off the second session this morning,Cartera Commerce demonstrated Local Offers, a solution that enables banks to offer daily deals:

“Cartera will unveil its Local Offers solution enabling banks to tap the explosive growth of the local deals market popularized by Daily Deal sites. Cartera Local Offers allows Banks to market local, card-linked offers to their customers to increase engagement, drive new revenue and maximize card spend. 

Cartera executives will demonstrate how merchants advertise local offers, how banks target and market offers, how consumers accept and redeem offers in local stores, and how banks and merchants track sales and results- all with maximum consumer privacy protection and minimal impact on bank or retail systems.”

Product Launched: September 2011

HQ Location: Lexington, MA 
Company Founded: August 2005  
Metrics: Founded in 2005, headquartered in Lexington, MA, 165+ employees; raised over $30M in venture capital; triple-digit revenue growth each of last four years; merged with Vesdia in Jan 2011, powering card-linked offers for 150 million consumers across programs in financial services, travel, retail, media, and loyalty programs; clients include 4 of the top 5 banks, 3 of top 4 airlines and 60,000+ in-store, local and online merchant advertisers.
Website: cartera.com
Presenting Tom Beecher (President & CEO) & Marc Caltabiano (VP Marketing & Product)

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LearnVest Demonstrates A Financial Bootcamp for Women

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To finish off the first session this morning, LearnVest shared three unique website features, including the Take Control Bootcamp tailored to women: 

“LearnVest’s new suite of products helps users manage their finances under the LearnVest Method – “Get informed, get organized, get support.” The new Take Control Bootcamp email program educates users on managing and maximizing cash flow. The My Money Center allows users to get organized by viewing all of their accounts in one place, and personalize budget items and spending goals through a Financial Inbox. The LearnVest Advice Center includes online multimedia courses and one-on-one email access to LearnVest’s Financial Planning Team so that members can get the answers they need when building a long-term financial plan.”

Product Launched: July 2011 

HQ Location: New York, NY 
Company Founded: Fall 2007 
Metrics: $25M raised, 32 employees, over 500K monthly unique visitors
Website: learnvest.com
Presenting Alexa von Tobel (Founder & CEO) Debbie Wissel (Director of Product)

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