This post is part of our live coverage of FinovateFall 2013.
Next, MoneyDesktop brought GuideMe to the stage:
“GuideMe is integrated directly into MoneyDesktop’s award-winning PFM platform and draws from an account holder’s daily spending habits to help suggest a path for achieving future financial goals such as paying off a loan, saving for a child’s college education or preparing for retirement.Fully customizable, GuideMe clearly presents financial goals by implementing a similar approach to the companie’s patented BubbleBudget concept, allowing account holders to track progress within each individual goal while visualizing the immediate importance of each long-term objective based on variable size and location on the tool’s virtual time line. Unlike many financial planning solutions, GuideMe automatically updates the progress of each goal based on the change or realization of another. For example, GuideMe will update the suggested path for a longer-term goal, such as saving for a new car, once a more immediate goal like saving funds for an emergency needs account is met.””
Metrics: Triple digit growth over the past 3 years, 27 Online Banking/Core/Payment Network Partners, 400+ FI Clients, & 90+ employees
Product distribution strategy: Direct to Business (B2B) & through financial institutions
HQ: Provo, UT
Founded: March 2010
Presenting Ryan Caldwell (CEO & Founder) and Matt West (VP Sales)