How they describe themselves: WorkLight was established in order to change the way people communicate internally and with customers, whether it is in retail banking, investment firms, financial consulting and risk assessment or any other financial services company.
WorkLight’s retail banking and financial services software enables customers to securely access banking information and collaborate and interact with banking professionals via the same simple and familiar services they use at home. This includes tools like RSS, personalized homepages, social networks, instant messaging, bookmarking services and more. Our unique customer-facing Web 2.0 application is changing the way retail banks communicate with customers.
What they think makes them better: WorkLight allows customers to securely access personal finance data via consumer tools, such as RSS, personalized homepages (e.g. iGoogle, Netvibes), widgets and gadgets, instant messaging, social networking, bookmarking, etc. Currently, there are no publicly available tools that provide the following requisite enterprise-grade functionality: transformation of account data application to easily consumable formats; Web 2.0 security safeguards with strong authentication, encryption and access control; scalability of service to millions of customers, without huge loads on back-end systems; meticulous audit controls; social networking between customers and banking professionals via Facebook for seeking out expertise with strict corporate security and regulatory prerogatives.
Contacts:
Bus. Dev. & Press: Yonni Harif, Mktg. Mgr., [email protected], 617-674-3261
Sales: Scott Mulder, Sales Mgr., [email protected], 617-999-3805
How they describe themselves: Zecco is short for Zecco Holdings, Inc., which operates the Zecco.com financial portal and community. At Zecco.com users are offered the groundbreaking financial social networking community ZeccoShare, as well as powerful market data and analysis tools. Zecco Trading, Inc., member FINRA / SIPC, is a wholly owned subsidiary of Zecco Holdings, Inc. and is leading the free stock trading revolution. Zecco Trading offers brokerage customers with over $2500 in assets 10 free stock trades per month. Every month. And for those with less than $2500, stock trades are just $4.50 each. So, think of Zecco as a full package upgrade to the typical online investing routine. All in one place, supercharged and ready to go on Zecco.com.
What they think makes them better:
Related to the two basic elements of Zecco’s integrated offering, there are two compelling reasons for investors to join Zecco:
- ZeccoShare offers the most advanced set of social investing features, all based on the principle of users sharing real, verified data: e.g. holdings, trades, performance.
- With 10 free stock trades every month, Zecco Trading simply has the best offer for the majority of the online retail investors.
- Next to attracting existing investors that are using alternative offerings, Zecco is also opening up an entirely new market segment of new investors.
Contacts:
Business Dev.: Gabriel Dalporto, CMO, [email protected]
Press: Danielle Rumore, Dukas PR, [email protected], 212-704–7385
Advertising Sales: Sales Director, Brian McOwen, [email protected]
Marketing: Jeana Wong, Marketing Director, [email protected]
How they describe themselves: Zopa is the world’s first social finance company and the only loan company that empowers borrowers to control the interest rate on their loan. With Zopa, everyone gets a better interest rate, the opportunity to connect with other people, and the satisfaction that comes from helping each other out in a way that is safe, risk-free, and fully compliant. Zopa is a U.S. Company, based in San Francisco and London, with operations in the United States, United Kingdom, Italy and Japan. To learn more, we invite you to visit www.zopa.com.
What they think makes them better: Zopa is the only loan company in the world that empowers borrowers to control the interest rate on their loan and makes effective interest rates of less than 0% not only possible, but also a reality. Unlike other social finance companies and the P2P lenders, Zopa borrowers are approved within 24 hrs, loans are funded in as little as 2 days, and Zopa members help borrowers reduce their monthly payments and effective interest rates in a way that is safe, fully compliant, and completely risk-free.
Contacts:
Business Dev. & Sales: Chris Strausser, CMO, [email protected], 415-655-7213
Press: Maude Wilson, Edelman PR, [email protected], 415-486-3217
How they describe themselves: Yodlee delivers innovative financial applications that make online banking more profitable. Yodlee’s financial software solutions help customers and small businesses achieve greater financial awareness, control, and satisfaction through their online channel.
Over 100 leading financial institutions and portals, including Ameriprise Financial, AOL, Bank of America, Fidelity, JPMorgan Chase, Merrill Lynch, and Microsoft, offer Yodlee-powered solutions to millions of customers worldwide.
Privately held Yodlee is headquartered in Redwood City, CA.
Presenter: Peter Hazlehurst, SVP Product Development
URL: www.yodlee.com
