Blog - Page 939 of 1236

SpearFysh’s Note Taking App Helps Salespeople Stay Organized

By Julie Muhn (@julieschicktanz) Posted on September 10, 2013
Categories: FinovateFall 2013, SpearFysh

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

Afterwards, SpearFysh demonstrated how its app can improve the note-taking experience during and after sales calls.

“Our Intelligent Note-Taking App helps a salesperson execute a pre-loaded agenda of a sales call that they see on the tablet screen during note-taking. In addition, it allows the salesperson to take notes, capture audio of the conversation, and tag critical data for 100% recall of the “voice of the customer” and sales process analytics.

Our Web App enables interaction sharing with everyone at the organization that is involved in the sales process. Sales call data and the “voice of the customer” is converted from speech to text, indexed, and mined for sales intelligence to improve coaching and executive decision-making.”

Product Launch: May 2013

Metrics: $3.18M raised to date, 12 FTE, pre-revenue

Product distribution strategy: Direct to Business (B2B)

HQ: Twinsburg, OH

Founded: May 2011

Website: spearfysh.com

Presenting Marc Miller (CEO) and Greg Pacholski (President)

The full demo video will be available at finovate.com in mid-September.

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Ignite Sales Debuts Branch Profitability Dashboards to Help Maximize Sales Performance

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, Ignite Sales

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

Ignite Sales is next up to the stage. The Dallas-based company is launching their recommendations engine that matches banking products to customer eligibility in real-time at the point-of-sale.

“Ignite’s innovative Branch Profitability Dashboards offer a breakthrough in branch performance measurement. The visual dashboards give bank executives unprecedented information to manage the sales process and determine which branches are profitable.”

Product Launch: September 2013

Product distribution strategy: Through financial institutions & licensed

HQ: Dallas, Texas

Founded: September 1997. Launched 2010

Website: Ignitesales.com

Twitter: @Ignitesales

Presenting Mitchell Orlowsky (CEO) and Barbie Boe (VP Marketing & Founder)

The full demo video will be available at Finovate.com in mid-September.

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Tinkoff Credit Systems Brings its Click-To-Meet Technology to the U.S.

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, Tinkoff Credit Systems

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

All the way from Moscow, here’s Russia’s leading provider of online financial services, Tinkoff Credit Systems, with their Click-To-Meet technology.

“The customer can apply online or by phone for a credit card, debit card, or to make a deposit. She simply has to complete the application on the bank’s website and the next day the bank’s representative (‘smart courier’) will meet her at her place of choice to sign documents and to deliver the card.

This facility is mind-bogglingly good. The implementation of this innovation took the following steps:

We established a nationwide courier system specifically for our online deposit programme
We extended the courier delivery programme to credit cards
As we honed the service, we developed our own technologies and software
TCS now operates one of the biggest courier companies in Russia.”

Product Launch: May 2013

Metrics: 5,900 employees, $2.3B in assets, & over 3 million credit cards issued

Product distribution strategy: Direct to Consumer (B2C)

HQ: Moscow, Russia

Founded: December 2006

Website: tcsbank.ru/eng/about_bank

Twitter: @tcsbank

Presenting Oliver Hughes (President & CEO) and Anna Mikhina (Manager, Development of Mobile Products)

The full demo video will be available at Finovate.com in mid-September.

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FlexScore’s Action Steps, Peer Ranking Helps Consumer Game the Financial Planning Process

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, FlexScore

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

Our next presenter is FlexScore, created by two financial advisors to “gameify” the financial planning process.

“FlexScore is an entirely new financial product that empowers people to take more control over their personal finances. It’s financial advice for the rest of us.

We will be demoing our newly patented scoring engine and peer ranking features of the FlexScore web app.”

Product Launch: Beta launch May 2013

Metrics: $1.5M raised & 6 employees

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, & licensed

HQ: San Francisco, California

Founded: April 2012

Metrics: $1.5M raised & 6 employees

Website: flexscore.com

Twitter: @myflexscore

Presenting Jason Gordo (Co-Founder & CEO) and Jeff Burrow (Co-Founder & President)

The full demo video will be available at Finovate.com in mid-September

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Lumesis Helps Advisors Build a Better Compliance Infrastructure

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, Lumesis

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

Leading off our final session of Day One here at FinovateFall 2013 is Lumesis introducing DIVER.

“A comprehensive information delivery and compliance solution serving Financial Advisor Networks. DIVER Advisor is designed to protect the firm via a robust compliance infrastructure.

Financial advisors gain insights to activity around client positions through real-time dashboards and easily access internal credit research. A simple to generate CUSIP-driven reporting module addresses adherence to regulatory requirements.”

Product Launch: April 2013

Metrics: 20 employees, 70 institutional clients & 17,000+ users. Funding to date is $5.23M

Product distribution strategy: Direct to Business (B2B), through financial institutions, other fintech companies, trading platforms, portfolio management platforms, & licensed to firms.

HQ: Stamford, Connecticut

Founded: July 2010

Website: lumesis.com

Presenting Gregg Bienstock (CEO & Co-Founder) and Timothy Stevens (COO, President & Co-Founder)

The full demo video will be available at Finovate.com in mid-September.

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GMC Software Technology Unveils Inspire Dynamic Statement for Mobile

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, GMC Software Technology

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

Our final presenter before the afternoon break here on Day One of FinovateFall is GMC Software Technology.

“GMC Inspire Dynamic Statement for Mobile delivers a new communication platform for banks. The GMC Inspire Dynamic Statement enables banks to complete their multi-channel communications portfolio, by bridging the gaps between paper statements to mobile statements.

This game-changing innovation allows banks to upgrade existing web, email, social, and print-based communications projects to deliver interactive, digital statements that provide easy to understand graphical representations of financial information.

GMC Inspire Dynamic Statement for Mobile allows customers to tap their way deep into their transactional data, building upon the GMC Inspire Dynamic Statement for Tablet application.”

Product Launched: Q3 2013

Product distribution strategy: Direct to Business (B2B), through financial institutions, & licensed

HQ: Appenzell, Switzerland

Founded: 1994

Website: gmc.net

Twitter: @gmc_net

Presenting Scott Draeger (Customer Communication Strategist) and Antoine Hemon-Laurens (Director, Mobile Product Marketing)

The full demo video will be available at Finovate.com in mid-September.

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With the Akimbo Card, Users Can Make P2P Payments with a Prepaid Card

By Julie Muhn (@julieschicktanz) Posted on September 10, 2013
Categories: Akimbo Financial, FinovateFall 2013

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

Then, Akimbo stepped up to the stage to show its prepaid P2P payments solution:

“Akimbo is reinventing the allowance with a card that delivers money anytime, anywhere. Akimbo offers free and instant money sharing, and each Akimbo member can create up to 5 sub-cards for kids, students, friends, staff or anyone. Cardholders can link bank accounts and set up automatic allowances to sub-cards or any other Akimbo member.

The Akimbo Card provides immediate access to sent funds everywhere Visa debit is accepted and at ATMs. Cardholders can access and manage their account and sub-cards from any mobile, tablet, or desktop device using our HTML5, adaptive-display web app, or native iPhone app.”

Product Launch: March 2013 (New Platform: August 2013)

Metrics: Raised $2.2M to date, 12 employees, 20,000+ users

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms

HQ: San Antonio, TX

Founded: January 22, 2010

Website: akimbocard.com

Twitter: @akimbocard

Presenting Houston Frost (CEO)

The full demo video will be available at Finovate.com in mid-September.

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Yseop Debuts New Financial Suite

By Julie Muhn (@julieschicktanz) Posted on September 10, 2013
Categories: FinovateFall 2013, Yseop

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

Then, Yseop demonstrated how its Financial Suite can facilitate the report-writing process:

“Yseop Financial Suite, the latest round of financial applications developed on Yseop’s technology, is designed to boost sales performance in the financial market. This suite of products covers the full range of possibilities offered by Yseop’s text-generating software: including an online personalized expert guidance application for lead generation, whose output can be displayed in multiple languages and a prep-to-meeting report, which demonstrates Yseop’s ability to improve sales productivity in retail or commercial banking. Finally, a third application will show our ability to generate a two-page market summary report based on the latest financial data instantly.”

Product Launch: January 2013 (latest version)

Metrics: Privately self-funded. Over 20 years of research to develop the technology. First commercialized as a middleware in 2008. 25 employees. 30 large customers with 20,000 users in production daily in the banking & insurance industries. Demonstrated improvement in sales productivity of 20% overnight. Recently signed a deal to deploy Yseop technology for over 25,000 users at another large financial institution.

Product distribution strategy: Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms

HQ: New York, NY, Dallas, TX, & Lyon, France

Founded: 2008

Website: yseop.com

Twitter: @yseopai

Presenting Elizabeth Farabee (VP Marketing) and Matthew Kropp (Director, Marketing & Sales)

The full demo video will be available at finovate.com in mid-September.

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Zenmonics Launches mobileBanker to Drive Sales and Service Inside and Outside the Branch

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, Zenmonics

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

Our next presenter is Zenmonics. The team is on their way to the stage right now.

“Our pioneering mobileBanker tablet gives universal associates access to sales and servicing features both inside and outside the branch or store.

Built upon our secure channel integration technology, mobileUNITED, banks can easily extend their current systems without costly core system upgrades or lift-and-replace projects. The system agnostic approach provides an accelerated path for financial institutions to have customer data, product information, sales tools, and account opening at their fingertips – whether they are meeting with customers inside or outside the branch.”

Product Launch: September 2013

Metrics: Private company, 100% owned by Founder, approx. 200 employees, & $12M-$15M annual revenues

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, & licensed.

HQ: Charlotte, North Carolina

Founded: May 2007

Website: zenmonics.com

Presenting Chris Siemasko (SVP Product Solutions)

The full demo video will be available at Finovate.com in mid-September.

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Zighra Debuts Automatic, Instantaneous User Recognition with KineticID

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, Zighra

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

Our next presenter is Zighra, presenting their user recognition innovation, KineticID.

“Zighra KineticID provides effortless, automatic, and instantaneous user recognition by adding an invisible security layer to mobile authentication.

KineticID implicitly recognizes a user by actively evaluating the user’s unique kinetic interaction signature with their mobile device. Securely avoiding mandatory password and PIN authentication eliminates observational shoulder surf, keylogger, and toughlogger risks vectors.”

Product Launch: September 2013

Metrics: $1.2M raised & 8 employees

Product distribution strategy: Direct to Business (B2B) & through other fintech companies and platforms.

HQ: Ottawa, ON, Canada

Founded: May 2009

Website: zighra.com

Twitter: @dcdutt

Presenting Deepak Dutt (CTO) and Michael Bingham (Lead Researcher)

The full demo video will be available at Finovate.com in mid-September.

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Manilla Presents Their Bill Management Integration with AOL

By David Penn Posted on September 10, 2013
Categories: FinovateFall 2013, Manilla

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

Coming to the stage now is the team from Manilla. Manilla will be demonstrating how their bill management solution has been integrated into AOL Mail.

“Manilla launched a distribution deal within AOL reaching 24M users. Manilla is now seamlessly integrated into AOL Mail as the new AOL Bill Manager tool powered by Manilla. Manilla’s new email import feature will scan a user’s AOL inbox and suggest providers that the user has an account with and load them automatically into Manilla. The AOL Bill Manager Powered By Manilla will provide partners with increased engagement, additional marketing opportunities, enhanced data insights and more.”

Product Launch: August 2013

Metrics: More than 500,000 users, on track to reach 1M by the end of the year, more than 3M linked accounts; 3,500 businesses under management, 50+ employees, & distribution deal within AOL, reached 24M users.

Product distribution strategy: Direct to Consumer (B2C) & Direct to Business (B2B)

HQ: New York City, New York

Founded: February 2011

Website:manilla.com

Twitter: @manilla

Presenting Christopher Victory (VP, Business Development) and Jim Sullivan (Director, Business Development)

The full demo video will be available at Finovate.com in mid-September.

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BizEquity Takes on the Business Valuation Market

By Julie Muhn (@julieschicktanz) Posted on September 10, 2013
Categories: BizEquity, FinovateFall 2013

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

Next, BizEquity demonstrated how it helps businesses discover, manage, and optimize their value:

“There are more than 28M business owners in the US – 75% don’t know what they are worth and 50% are under-insured. The market for business valuation is a $2.8B dollar market, with 99.7% being conducted offline at $8,000 per report and taking up to 6 weeks.

BizEquity has revolutionized the market by putting it online helping to enable more businesses to discover-manage-and optimize their value. BizEquity helps every financial institution help business owners better understand their value and what they can do to better protect themselves.”

Product Launch: July 2012

Metrics: With more than 50,000 users & over 12 private label channel partners to date, 60 patents & inventions filed, 2 patents granted already, & over 3 years of technology development & $7M invested into building the system, BizEquity has become the first & leading cloud-based business valuation service.

Product distribution strategy: Direct to Businesses online at BizEquity.com and indirect via the channel and private label agreements with leading financial and data institutions.

HQ: Wayne, Pennsylvania

Founded: May 2010

Product Demoed: BizEquity Valuation Engine and VaaS™ Cloud Service

Website: bizequity.com

Presenting Michael Carter (CEO) and Semyon Fishman (VP Product Engineering)

The full demo video will be available at finovate.com in mid-September.

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