IntelliResponse Unveils its Virtual Concierge for Websites, Mobile Apps, and Social Media

By David Penn Posted on
Categories: FinovateSpring 2013, IntelliResponse

Thumbnail image for IntelliResponse_logo.jpgThis post is part of our live coverage of FinovateSpring 2013.

IntelliResponse is up next with their Enterprise Virtual Agent solution for the enterprise.
“The IntelliResponse Virtual Agent solution delivers a single, accurate, and approved answer to self-service questions posed across a wide array of customer interaction channels, including corporate websites, voice and text-enabled mobile applications, social media platforms, and agent desktops.
With the addition of voice recognition technology, the IntelliResponse Virtual Agent solution enables mobile users to simply ask their questions in a natural conversational style and receive one right answer wherever they are.
With IntelliResponse’s voice of the customer analysis tool, banks and other financial service institutions can intelligently organize the millions of customer questions in theme clouds to be able to quickly identify trends, ideas for campaigns, and more.”
Product Launched: April 2013
HQ Location: Toronto Ontario, Canada
Company Founded: 2000
Metrics: Under 100 employees; 155 enterprise customers; more than 365 live customer-facing deployments
Twitter: @IntelliResponse
Presenting David Lloyd (CEO)

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Credit Sesame Launches Goals Feature and Visual Mortgage Comparison Tool

By Julie Muhn (@julieschicktanz) Posted on
Categories: Credit Sesame, FinovateSpring 2013
This is a part of our live coverage of FinovateSpring 2013.

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Then, Credit Sesame launched its goals feature and new mortgage comparison tool:
“In the market for a new home? Get a complete analysis of your financial profile to understand what you can afford from discovery to decision. Easily find properties in your area that match both your requirements and your budget. Receive offers from multiple lending institutions and easily compare them to determine the right one for you. Make sure you’ll get the best mortgage rates by monitoring your credit for free on the go.
It’s the one mobile app that provides the information, analysis, advice and offers you need for every important financing decision.”
Product Launch: May 2013
HQ: Mountain View, CA
Founded: January 2010
Metrics: Number of accounts: 2M+; Loans under system management: $60B+; Total annualized savings identified for users: $600M+; Number of employees: 32; Money raised: $19.35M 
Twitter: @creditsesame
Presenting George McMullen (Director, Mobile Products)

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The Reprogrammable GoNow Card Transforms into Any Credit, Debit, or Stored Value Card

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateSpring 2013, GoNow
This is a part of our live coverage of FinovateSpring 2013.

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Then, GoNow demonstrated how its reprogrammable card can free consumers from overstuffed wallets:

“The GoNow eWallet Platform includes the GoNow eWallet Card, a reprogrammable electronic device that looks like a standard payment card. The GoNow Card becomes any credit, debit or stored-value card in a consumer’s eWallet “on the fly.” It receives commands from an eWallet and can be tapped or swiped at all existing POS terminals and ATMs without any change to the existing payment infrastructure. 

The GoNow Card, which communicates in close proximity with a smartphone, is the ideal eWallet companion card. GoNow also has a secure element in the card that may be used in lieu of, or in addition to, a secure element in the phone.”

Product Launch: November 2013
HQ: Bala Cynwyd, PA
Founded: 2009
Metrics: Two customers integrated GoNow eWallet Card with their eWallet and on track for commercial launch.
Website: gonowcard.com
Twitter: @gonowcard
Presenting Joe O’Neill (VP Business Development) and Ron Fridman (CTO)

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Intuit Unveils Mint MyBusiness Solution, Merging Traditional Banking with Financial Management

By David Penn Posted on
Categories: FinovateSpring 2013, Intuit

Thumbnail image for IntuitLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

Intuit is up next presenting a new feature for Mint.com called Mint MyBusiness.
“As the economy continues to recover, consumers and the nation’s more than 21 million personal businesses are looking for tools that will make it easy for them to manage their complete financial picture, including getting ready for tax time. Intuit will demo a new Mint.com feature called Mint MyBusiness, designed specifically to help consumers who are also small business owners to manage their finances – personal and business – all in one place. Additionally, the company will demo the integration of Mint within the digital banking experience of financial institutions, blurring the lines of traditional banking tasks and financial management.”
Product Launched: 2013
HQ Location: Mountain View, California
Company Founded: 1983
Metrics: More than $4 billion in annual revenue; 8,000 employees
Twitter: @Intuit_FS
Presenting Gregory Wright (VP Product for Financial Management, Intuit Financial Services)

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TipRanks Brings Accountability to the World of Financial Analysis with their Browser-Based Tool

By David Penn Posted on
Categories: FinovateSpring 2013, TipRanks

Thumbnail image for TipRanksLogo.jpgThis post is part of our live coverage of FinovateSpring 2013.

TipRanks is up now, introducing their “Financial Accountability Engine” to help investors and traders decide which financial analysts are worth paying attention to and which ones are not.
“TipRanks is the first online co-browser that aggregates, scrutinizes, and ranks digitally published stock recommendations. TipRanks’ Financial Accountability Engine transparently provides the individual investor unbiased information about the reliability, accuracy, and track record of those who provide sell-side advice. TipRanks’ free cloud-based technology provides unprecedented measurement and clarity to the worldwide financial advice domain. It lets the investor decide who to trust.”
Product Launched: April 2013
HQ Location: Tel Aviv, Israel
Company Founded: June 2012
Metrics: $680,000 raised; 8 employees; 2,000 alpha users; 200 unique Web visits daily
Website: tipranks.com
Twitter: @TipRanks
Presenting Uri Gruenbaum (CEO & Co-Founder) and Gilad Gat (CTO & Co-Founder)

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Balance Financial’s New Digital Workspace Helps Advisors Collaborate with their Clients and Colleagues

By Julie Muhn (@julieschicktanz) Posted on
Categories: Balance, FinovateSpring 2013

This is a part of our live coverage of FinovateSpring 2013.

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Second up, Balance Financial took the stage with its new digital workspace:

“Wealth management and private banking represent a great opportunity for financial institutions looking to increase revenue. Competition for affluent clients is heavy and most FIs lack sufficient client facing technology to deliver exceptional client experiences that help attract, engage and retain affluent clients while also helping to scale service delivery.
Our new digital workspace application is a simple and effective way to create a custom workspace for collaborating with clients & colleagues. With Balance, service professionals can create a simple client facing workspace in minutes for sharing files, financial data and managing projects while improving the efficiency and effectiveness of their service offerings.”
Product Launch: March 2013
HQ: Bellevue, WA
Founded: May 2004
Metrics: Our team of 14 employees has raised $2.3M to date and our platform serves 1,200 registered financial firms across the US. 
Twitter: @mybalance
Presenting Devin Miller (CEO) and Andrew Buhrmann (Director, Customer Success)

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Yseop Financial’s Software Suite Uses Artificial Intelligence to Help Save Time and Money Spent Writing Reports

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateSpring 2013, Yseop
This is a part of our live coverage of FinovateSpring 2013.

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First up in the second session, Yseop took the stage to showcase Yseop Financial:

“Yseop Financial represents the latest round of financial applications developed on Yseop’s technology. This suite of products covers the full range of possibilities offered by Yseop’s text-generating software, including a prep-to-meeting report, an automatically generated two-page financial executive summary based on the latest market data, and a personalized retirement planning application.”

Product Launch: January 2013
HQ: Dallas, TX (U.S. Headquarters); Lyon, France (European headquarters)
Founded: 2008
Metrics: Privately self-funded; 20+ years of research to develop the technology; first commercialized in France as a middleware in 2008; opened U.S. headquarters in Dallas in 2012; 25 employees worldwide: 10 in Lyon, 6 in Paris & 9 in Dallas; 20+ large companies/clients; largest implementation: “prep-to-meeting” application deployed for 12,500 retail bankers.
Website: yseop.com
Twitter: @yseopAI
Presenting John Rauscher (CEO) and Elizabeth Farabee (VP Marketing)

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BBC Easy Saves Borrowers and Lenders Time by Automating the Verification Process

By Julie Muhn (@julieschicktanz) Posted on
Categories: BBC Easy, FinovateSpring 2013

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This is a part of our live coverage of FinovateSpring 2013.
Last up in the first morning session, BBC Easy showed how it can help make the borrowing process fast and simple:

“BBC Easy reads lender-specified data directly from the borrower’s accounting systems for verifying loan compliance and financial viability. BBC Easy also fully calculates the borrowing base certificate for borrowers saving massive time for lenders and borrowers. It is mind-bogglingly simple to use for lenders and borrowers and provides brilliant growth potential for commercial lenders.”

Product Launch: November 2012
HQ: Seattle, WA
Founded: August 2010
Metrics: 6 employees
Website: bbceasy.com  
Twitter: @BBC_Easy
Presenting James Walter (CEO) and Corey Ross (VP Sales)

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FlexScore’s Web-Based Platform Gamifies the Financial Planning Process

By David Penn Posted on
Categories: FinovateSpring 2013, FlexScore

This post is part of our live coverage of FinovateSpring 2013.

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As we move toward the end of the first session of Day Two of FinovateSpring, here is FlexScore with their financial planning and goal setting solution.
“At the core of our platform is the FlexScore ‘scoring engine’ comprised of multiple factors the Certified Financial Planner Board of Standards agrees should be monitored by consumers. Based on our patent-pending algorithm, FlexScore is an industry first, a single gauge of a person’s overall financial health. Until now, there’s never been a comprehensive score that represents ‘who’ you are financially. Through a combination of gamification strategies, custom action steps, peer ranking, and the ability to model financial decisions to see how they will impact your future . . . we make improving one’s financial health a fun and achievable goal.”
Product Launched: May 2013
HQ Location: San Francisco, California
Company Founded: May 2012
Metrics: $1.5 million raised; 6 employees
Website: flexscore.com
Twitter: @myflexscore
Presenting Jason Gordo (CEO) and Jeff Burrow (President)

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Kofax Debuts Customer On-Boarding Solution

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateSpring 2013, Kofax
This is a part of our live coverage of FinovateSpring 2013.

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Afterwards, Kofax debuted its customer on-boarding solution:

“Kofax will demonstrate how banks can onboard customers to specific products, services or accounts and capture customer content, data, and documents in support of the onboarding process directly from the mobile device. 

Customers will be prompted to submit information that is automatically extracted, validated for accuracy, and then utilized in the decision process. In cases of exceptions or errors, users will interactively be guided through the resolution process of providing a trailing document (supplemental information) or providing additional clarification or information for the purpose of opening the account.”
Product Launch: March 13, 2013
HQ: Irvine, CA
Founded: 1985
Metrics: Subsidiaries: 30 countries; Employees: >1,200; Channel Partners: 800+; Products: Available in 70+ countries; Customers: 20,000+; London Stock Exchange: KFX; Revenue: $262.5M; Adjusted EBITA: $48.5M; Adjusted diluted EPS: $0.38; Cash: $81.1M
Website: kofax.com 
Twitter: @kofax
Presenting Anthony Macciola (CTO) and Diane Morgan (Sr. Business Development Manager)

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Encap’s Multi-Factor Authentication Solution Provides Speed and Security

By David Penn Posted on
Categories: Encap, FinovateSpring 2013

ENCAPLogo_Orange.jpgThis post is part of our live coverage of FinovateSpring 2013.

Bridging the gap between banking grade security and user experience is our next presenter, Encap.
“The Encap product is a software-based authentication solution that provides uncompromising speed, security, and simplicity to boost the adoption of financial services and applications. It allows any service provider to offer two- and three-factor authentication using the customer’s smart device. 
Integrating Encap’s client SDK with a native app creates a seamless, familiar login experience while maintaining banking-grade access security. The 1st (“know”) factor is the user-defined PIN, the 2nd (“have”) factor is the uniquely identifiable smart device and the 3rd factor (“are”) is the user’s typing behavior. By integrating with Encap’s server-side SDK, the service provider can use Encap’s solution as part of its existing identity management access control service and signature systems.”
Product Launched: December 2012
HQ Location: Oslo, Norway
Company Founded: June 1, 2008
Metrics: 8 employees
Twitter: @encapsecurity
Presenting Thomas Bostrøm Jørgensen (CEO)

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Fiserv’s Snap to Tag Feature Brings More Detail to PFM

By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateSpring 2013, Fiserv

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This is a part of our live coverage of FinovateSpring 2013.
Then, Fiserv showcased its new Snap to Tag feature:
“Snap to Tag brings together real-world receipts with digital experiences. It enables consumers to take a photo of a merchant receipt within their mobile banking application, extracting key data elements and automatically attaching the image and its data to transaction details within mobile and online banking transaction listings. Consumers can then review the image if they have any queries at some point in the future. It addresses specific use cases like having receipts for expense management and / or product warranties.
Snap to Tag will be a feature within our Mobiliti application – our market leading mobile banking and payment platform.”
Product Launch: Available now for pilot
HQ: Brookfield, WI
Founded: July 1984
Metrics: 2012 Revenue: $4.4B, 2012 Net income: $611M, Employees: about 20,000 worldwide, 16,000 financial institutions and businesses worldwide, 6,000 account processing clients
Website: fiserv.com
Presenting Andrew Barnett (Sr. Mobile Solutions Consultant) and Caroline Jones (User Experience Designer)

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