Zenmonics and Diebold Team Up to Demo mobileBanker with Enhanced In-Lobby Terminal

Zenmonics and Diebold Team Up to Demo mobileBanker with Enhanced In-Lobby Terminal
By David Penn Posted on
Categories: Diebold, FinovateFall 2014, Zenmonics
Web

This post is part of our live coverage of FinovateFall 2014.

With the first afternoon session on the first day of FinovateFall 2014 about to begin, here are Zenmonics & Diebold. Together they are launching mobileBANKER with Enhanced In-Lobby Terminal.

“The solution pioneers a self-service terminal platform for financial institutions that combines advanced teller transactions with a tablet-based application for effective guided sales, cross selling, servicing, and account opening features.”
Presenting: David Dye (VP Sales, Zenmonics), Shelly Ewing (Director, New Business & Solution Incubation, Diebold)
ZenmonicsHomepage_LiveBlog
Product Launch: September 2014
Metrics: Zenmonics is a privately held company; Diebold is a public company with 7,000 employees serving 600 locations
Product distribution strategy: Direct to Business (B2B), through other fintech companies and advice centers
HQ: Charlotte, NC (Zenmonics), Canton, OH (Diebold)
Founded: 2007 (Zenmonics), 1859 (Diebold)

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MoneyDesktop Becomes MX, Launches Helios and WideNet

MoneyDesktop Becomes MX, Launches Helios and WideNet
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2014, MoneyDesktop

This post is a part of our live coverage of FinovateFall 2014


MXlogo

Then, MX announced it is becoming MX, and launching two new products, Helios and WideNet:

“MX uses WideNet Technology to expand your market reach by making your apps available to be used by anyone. 
Helios, the new full-feature cross-platform digital banking app is deployable on any device, from any brand. The cohesive product integrates the best financial management and mobile and online banking features all in one app. The app is powered by a single source of native code, making it more robust, responsive and engaging than the typical HTML5 approach to providing a cross-platform product.”

Presenting: Ryan Caldwell (CEO) & Matt West (Executive Account Manager)

MoneyDesktopIMG
HQ: Provo, Utah
Founded: 2010
Twitter: @moneydesktop, @mxenabled

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Digital Mailer’s My Virtual StrongBox Provides Secure Storage and Access Anytime, Anywhere

Digital Mailer’s My Virtual StrongBox Provides Secure Storage and Access Anytime, Anywhere
By David Penn Posted on
Categories: DigitalMailer, FinovateFall 2014
DigitalMailerLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Our next presenter is Digital Mailer with My Virtual StrongBox

“My Virtual StrongBox was created by a team of technology innovators with more than 175 combined years of finance industry experience. This product combines the peace of mind of a safe deposit box with the convenience of online storage services. More importantly, your customers can trust that their files will be backed up and safe from prying eyes.”
Presenting: Ron Daly (CEO) & Samantha Thrift (Sales Associate)
DigitalMailerHomepage_LiveBlog
Product Launch: May 2012
Metrics: Available to 1.4M customers and members, available at 16 financial institutions nationwide with over $20B in assets
Product distribution strategy: Through financial institutions, through other fintech companies and platforms, licensed
HQ: Herndon, VA
Founded: May 2012
Twitter: @MyVirtualStrong

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iQuantifi Unveils New Analytic and Predictive Budget Tools to its Virtual Financial Advisor Solution

iQuantifi Unveils New Analytic and Predictive Budget Tools to its Virtual Financial Advisor Solution
By David Penn Posted on
Categories: FinovateFall 2014, iQuantifi
iQuantifi Logo DePalma d4

This post is part of our live coverage of FinovateFall 2014.

Moving into the second half of our morning session, here is the team from iQuantifi, demoing the “Cashfinder” and “What if” features of its virtual financial advisor solution.

“iQuantifi is introducing two new features to make it even easier for users to create their own financial plan and achieve their goals. When a user does not have enough money to fund all their goals, our “Cashfinder” analyzes their budget and recommends which expenses a user can reduce to cover the monthly shortage. Our “What If” feature allows users to adjust their goals to see the immediate impact on their financial plan. By comparing two different paths to goal achievement, a user can determine which plan best fits their lifestyle.
Presenting: Tom White (CEO & Founder) & Karen White (CPO & Co-Founder)
iQuantifiHomepage_LiveBlog
Product Launch: September 2014
Metrics: Raised $1.1M to date; 7 employees; over 25% of site traffic converted to users
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms
HQ: Nashville, TN
Founded: June 2011
Website: iquantifi.com
Twitter: @iquantifi

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Luxoft’s Horizon Brings Visualization to Data

Luxoft’s Horizon Brings Visualization to Data
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2014, Luxoft
This post is part of our live coverage of FinovateFall 2014.
LuxoftLogo

Luxoft demonstrated how it brings visualization into the decision-making process:

“In our big data world it is the critical data that gives the competitive advantage. Luxoft’s Horizon creates a “Visualization Layer” on top of your data marts to provide visual simplicity and supports more informed, timely, and strategic decision making. The framework provides a system that allows you to mine your data with macro and micro perspectives that range from overviews to exact client performance and risk measurements by business line. 
Horizon is a next generation Visualization Framework, providing an innovative and graphically rich User Interface: app-based approach, high performance, secure, 100% mobile (accessible from any device: iPad, iPhone, Android etc.), and highly customizable.”
Presenting: Przemek Berendt, VP Global Marketing and Fabrice Aresu, Head of Business Support Group
LuxoftHomepage
Product Launch: 2013
Metrics: 7,800+ employees, 21 offices, 16 delivery centers, 13 countries in North America, Western and Eastern Europe, and Asia Pacific, 130+ clients, with top clients among the Global Fortune 500, $398.3M FY14
Product distribution strategy: Direct to Business (B2B), licensed 
HQ: Zug, Switzerland
Founded: 2000
Website: luxoft.com
Twitter: @Luxoft

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Dynamics Debuts the World’s First Multi-Network Card

Dynamics Debuts the World’s First Multi-Network Card
By Julie Muhn (@julieschicktanz) Posted on
Categories: Dynamics, FinovateFall 2014
DynamicsLogo

This post is part of our live coverage of FinovateFall 2014.

Dynamics demoing the world’s first multi-network card that allows consumers to select different networks.

“The new cards from Dynamics help reduce interchange for high value merchants and improve security for consumers. The technology’s dynamic security codes are effective for reducing fraud on EMV cards in international transactions.”
Presenting: Jeff Mullen, CEO
DynamicsHomepage
HQ: Pittsburgh, PA
Founded: November 2007
Website: dynamicsinc.com 
Twitter: @dynamicsinc

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eMoney Advisor Brings Unparalleled Interactivity to Online Wealth Planning

eMoney Advisor Brings Unparalleled Interactivity to Online Wealth Planning
By David Penn Posted on
Categories: eMoney Advisor, FinovateFall 2014
eMoneyAdvisorLogo_FF2014

This post is part of our live coverage of FinovateFall 2014

Our next presenter is eMoney Advisor, demoing EMX.

“Smarter, faster, friendly, and easier to use, EMX is the next generation of the eMoney Advisor experience. While we’ve always led the pack in financial planning, we’ve stepped up our game, creating a platform for an unparalleled interactive experience for advisors and their clients, improving efficiency with new integrations and better connections. And with robust analytics and a more intuitive interface, EMX empowers our advisors to maximize the potential of their book of business. Learning from over 14 years of experience and feedback from more than 20,000 advisors, with EMX, we’ve built the ultimate wealth-management solution that will redefine success in an advisor’s business.”
Presenting: Kyle Wharton (Business Development) & Chad Porche (Development)
eMoneyAdvisorHomepage_LiveBlog
Product Launch: October 2014
Metrics: eMoney aggregates more than $1T in client assets over 878,243 accounts, managed by a network of more than 20,000 financial services professionals across the country.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
HQ: Conshohocken, PA
Founded: 2000
Twitter: @emoneyadvisor

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Social Media Management Specialist Gremln Launches New Mobile Platform

Social Media Management Specialist Gremln Launches New Mobile Platform
By David Penn Posted on
Categories: FinovateFall 2014, Gremln
GremlnLogo_FF2014

This post is part of our live coverage of FinovateFall 2014.

Continuing in our second session of the morning, here is GREMLN, showcasing the latest enhancements to its social media management platform for the financial services industry.

“GREMLN is demonstrating its latest social media compliance features. Pre-approved Content Libraries enable firms to provide great content to their teams that can circumvent the message approval process. LinkedIn Lead Prospecting enables financial advisors and other employees to find new clients via LinkedIn. And finally, GREMLN is launching a new mobile platform that enables marketing and compliance departments to stay engaged in social media and handle approval processes right from their phone or tablet.”
Presenting: Ryan Bell (CEO) & TJ Tavares (Sr. Sales Executive)
GremlnHomepage_LiveBlog
Product Launch: January 2013 (showing new features)
Metrics: 12 employees; 165, 000 users
Product distribution strategy: Direct to Business (B2B)
HQ: Saint Louis, MO
Founded: February 2009
Website: gremln.com
Twitter: @GREMLN

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PayItSimple’s Solution Gives More Options to Consumers While Giving More Sales to Merchants

PayItSimple’s Solution Gives More Options to Consumers While Giving More Sales to Merchants
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2014, PayItSimple
This post is part of our live coverage of FinovateFall 2014.
PayItSimpleLogoNew

PayItSimple debuted its solution that gives consumers increased purchasing options while increasing sales for merchants:

“PayItSimple enables shoppers to divide the total cost of their purchases charged on their existing credit card across as many months as they choose and the merchant offers. Customers do not incur any fees or interest charges. There is no need to complete a credit application or qualify for a new credit line. There is no fine print or hidden costs.”
Presenting: Alon Feit, CFO & Co-Founder and Stacy Fassberg, All Things Marketing or VP, Marketing
PayItSimpleHomepage
Product Launch: June 2014
Metrics: 12 employees, $4.3M raised to date from private seed investors
Product distribution strategy: Via existing channels for credit card acquiring, Acquirers, ISOs, Gateways, Direct Business to Business (B2B), mainly to big enterprises
HQ: New York, NY
Founded: August 2013
Twitter: @payitsimple

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Fiserv Shakes Up How Banks Interact with Their Customers

Fiserv Shakes Up How Banks Interact with Their Customers
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2014, Fiserv
FiservLogo

This post is part of our live coverage of FinovateFall 2014.

Fiserv demonstrated how it is helping banks communicate with their customers:
“Fiserv is demonstrating what next generation customer-to-bank interactions will look like, particularly in a mobile-first world. The ‘App of the Future’ innovation based on the Mobiliti™ platform assembles three distinct consumer interaction methods – Live Chat, Secure Mailbox & Messaging,  and Click-to-Call – and makes them contextual (i.e. providing context information to the representative of the bank as part of the interaction). All inside the mobile banking application. 
This innovation has a number of benefits to consumers and financial institutions, including: increased efficiencies of interactions, more secure than various existing authentication methods, and portrays the banks’ brand as helpful, modern, and compelling.”
Presenting: Andy Barnett, Sr. Technical Sales Consultant, Mimi Joy, Mobile Account Specialist, and David Carr, Innovations Manager
FiservHomepage
Product Launch: September 2014
Metrics: $4.81B revenue in 2013, 21,000 associates worldwide, 14,500 financial institutions and business clients worldwide
Product distribution strategy: Direct to Business (B2B), through financial institutions
HQ: Brookfield, WI
Founded: July 1984
Website: fiserv.com
Twitter: @Fiserv

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HedgeCoVest Launches Investment Tool for Hedge Funds

HedgeCoVest Launches Investment Tool for Hedge Funds
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateFall 2014, HedgeCoVest
HedgeCoVestLogo

This post is part of our live coverage of FinovateFall 2014.

HedgeCoVest showed how Replicazor can boost hedge fund performance:
“HedgeCoVest is an investment tool allowing you to mirror hedge fund investments in your own brokerage account. Using HedgeCoVest, you can research hedge funds, their risk/return profile, management team and more. Then, when you find a fund to mirror, you can allocate with the click of a button. 
Our proprietary trading technology, the Replicazor, sees hedge fund portfolios and duplicates them in your account in real time. Anytime your chosen fund makes a trade, the Replicazor will make a corresponding trade for you within milliseconds. No guesswork, no investing based on outdated reports. One-to-one tracking of real hedge funds.”
Presenting: Evan Rapoport, CEO and Aaron Wormus, CTO
HedgeCoVestHomepage
Product Launch: September 2014
Metrics: 12 employees, $900,000 raised
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed
HQ: West Palm Beach, FL
Founded: April 2013
Twitter: @hedgecovest

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True Potential’s ImpulseSave Leverages Micropayments to Boost Investment Savings

True Potential’s ImpulseSave Leverages Micropayments to Boost Investment Savings
By David Penn Posted on
Categories: FinovateFall 2014, True Potential
Print

This post is part of our live coverage of FinovateFall 2014.

All the way from the United Kingdom, here’s wealth management and financial advisory innovator, True Potential.

“ImpulseSave is our most significant innovation to date. This first-of-its-kind technology, unique to True Potential, allows clients to make micro payments into their investments whenever and wherever they choose. With the touch of a button, clients can top up any investment vehicle that isn’t housed within a bank. They can add as little as 1 pound or as much as need to keep their investments on track or to reach their financial goals faster. Until now, if people had 20 pounds or less to spare, they would be unlikely to invest it due to the effort it would take to do so. But now, it’s fast and easy and we are demonstrating how, using our technology, it all adds up for a better future.
Presenting: Daniel Harrison (Sr. Partner) & Paul Outterside (Head of Mobile Applications)
TruePotentialHomepage_LiveBlog
Product Launch: March 2014
Metrics: For complete information about the True Potential Group of Companies, please read our latest “True Colours’ 2013 Annual Report at tpllp.com/wp-content/uploads/2014/05/True-Colours-Annual-Report.pdf.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B)
HQ: Newcastle upon Tyne, UK
Founded: March 2007
Website: tpllp.com
Twitter: @TruePotential_

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