FinovateSpring 2013 Archives - Page 3 of 8

Curaxian Analytics Helps Merchants and Processors Manage the Economics of Risk

By David Penn Posted on May 15, 2013
Categories: Curaxian, FinovateSpring 2013

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

Leading off our first session after the noon break is Curaxian, presenting their fraud risk management solution.

“Curaxian Analytics is a software service that helps merchants or processors quickly identify fraud attacks and build better rules that find the optimal balance between stopping fraud, protecting good orders, and minimizing manual review volume. It also helps merchants and processors reduce authorization declines and control interchange costs.”

Product Launched: March 2012

HQ Location: San Francisco, California

Company Founded: January 2012

Metrics: 70 merchants; $110 billion in risk managed; 34 countries

Website: curaxian.com

Presenting Mitch Muroff (CEO) and Jane Cloninger (Associate)

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Placecast Presents the ShopAlerts Wallet for Location-Based Offers Keyed to Mobile Payments

By David Penn Posted on May 15, 2013
Categories: FinovateSpring 2013, Placecast

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

Finishing up the second session of Day Two of FinovateSpring is Placecast, developers of location-based marketing and loyalty programs for mobile operators and payment companies.

“The ShopAlerts Wallet combines Placecast’s expertise in location-based marketing with the latest innovations in mobile commerce. Built in HTML5, the Wallet works on all smartphone platforms and offers customers a first-ever turnkey solution for launching personalized, location-based mobile offers tied to mobile payments. There’s no app to build for marketers, and no app for consumers to download. Unlike other mobile wallet offerings, Placecast offers the Wallet as a white-label solution specifically built for credit card companies, mobile operators, and retailers.”

Product Launched: 2012

HQ Location: San Francisco, California

Company Founded: 2005

Website: placecast.net

Twitter: @placecast

Presenting Alistair Goodman (CEO) and Raymond Schachle (Business Leader, Visa)

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Refundo Launches Mobile App

By Julie Muhn (@julieschicktanz) Posted on May 15, 2013
Categories: FinovateSpring 2013, Refundo

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

Next up this afternoon, Refundo launched its mobile app:

“Refundo’s Mobile App creates an opportunity to transition millions of underbanked and unbanked households into the financial mainstream by enabling them to open an FDIC-insured bank account using just a smartphone.

The Mobile App features account balance, debit MasterCard, transaction history, and a network of tens of thousands of ATMs and deposit locations across the U.S., and more. From the beginning, the Mobile App was designed to deliver the best user experience, security, and convenience in mobile banking.”

Product Launch: May 2013

HQ: Elizabeth, NJ

Founded: June 2011

Website: refundo.com

Twitter: @refundo

Presenting Roger Chinchilla (CEO)

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

By David Penn Posted on May 15, 2013
Categories: FinovateSpring 2013, IntelliResponse

This 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

Website: intelliresponse.com

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 May 15, 2013
Categories: Credit Sesame, FinovateSpring 2013

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

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

Website: creditsesame.com

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 May 15, 2013
Categories: FinovateSpring 2013, GoNow

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

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 May 15, 2013
Categories: FinovateSpring 2013, Intuit

This 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

Website: ifs.intuit.com, banking.com

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 May 15, 2013
Categories: FinovateSpring 2013, TipRanks

This 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 May 15, 2013
Categories: Balance, FinovateSpring 2013

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

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.

Website: balancefinancial.com

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 May 15, 2013
Categories: FinovateSpring 2013, Yseop

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

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 May 15, 2013
Categories: BBC Easy, FinovateSpring 2013

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 May 15, 2013
Categories: FinovateSpring 2013, FlexScore

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

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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