How they describe themselves: Mint.com is the leading online personal finance service, providing 500,000 users a fresh, easy and intelligent way to manage money online. And it’s free. Mint currently manages over $12 billion in transactions and has identified more than $100 million in potential savings for users. Designed to be effortless, Mint.com takes < five minutes to set up. Users register anonymously using only a valid email address. Mint does the rest, securely downloading transaction data from more than 7,000 bank, credit card and investment accounts on a daily basis. Users never need to import or synch data. Mint.com launches from beta today.
What they think makes them better: In its first year, Mint.com was rated top in its category by PC World; awarded 4.5 stars and Editor’s Choice by PC Magazine; took home Webby People’s Voice Awards (Best Financial Services, Best Banking and Bill Pay); and was named one of TIME Magazine’s “50 Best Websites of 2008.” Mint has released several product upgrades, and now applies patent-pending technology and proprietary algorithms across checking, savings, loan and investment accounts to categorize transactions; provide a unified view of all account activity; alert users to low balances, fees, bills, and potentially suspicious account activity; and gives personalized suggestions for significant savings.
Contacts:
Bus. Dev.: Anton Commissaris, VP of Bus. Dev., [email protected], 650-867-9484
Press: Martha Shaughnessy, [email protected], o: 415-402-0230, m: 415.987.0285
How they describe themselves: MoneyAisle is the first free, on-demand, 24/7 auction site where banks actively compete in live auctions for an individual consumer’s business. It significantly expands a bank’s addressable market and dramatically reduces a bank’s customer acquisition costs, all the while delivering the best possible value to the consumer. It is a win-win for both banks and consumers.
What they think makes them better: MoneyAisle provides auctions where many sellers (financial institutions) bid live to win each customer’s business. Buyers (consumers) benefit by having sellers actively compete for their business in instantaneous on-demand auctions, 24/7. The sellers are able to raise deposits and increase lending at a very low cost. Fees are success-based; sellers pay a fee only when a customer is acquired, avoiding typical expensive and uncontrollable lead-based click-fees. neoSaej does not accept any advertising, keeping MoneyAisle independent of advertiser influences.
Contacts:
Bus. Dev.: Linda Venezio, 781-272-1774, [email protected]
Press: Alex Wallace, Racepoint Group, 781-487-4679, [email protected]
Bank Partnerships/Sales: Bob Watterson, 781-272-1774 x223, [email protected]
How they describe themselves: MShift®, Inc. is the leading provider of Mobile Banking solutions, enabling more than 120 banks and credit unions to rapidly extend the convenience of online banking to mobile devices. The MShift® Mobile Banking Solutions offer the widest array of features, including Bill Payment, Transfers, Account Summaries, History, ATM locators, Alerts, Feedback forms, and much more. MShift Mobile Banking is carrier and device independent, and is accessible on cell phones, iPhone, Blackberry, Palm® and Pocket-PC PDAs, pagers, WAP, SMS, and voice devices. MShift (www.mshift.com) is headquartered in San Jose, California and can be reached via (408)437-2740 or via email at [email protected].
What they think makes them better: MShift provides a browser-based mobile banking solution accessible with all mobile devices and all carriers.
Contacts:
Bus. Dev., Press and Sales: Pamela Livingston, 866-237-3344 ext 402, [email protected]
How they describe themselves: Mint.com is the leading online personal finance service, providing 200,000 users a fresh, easy and intelligent way to manage their money online. And it’s free. Mint is currently managing over $10 billion in transactions and has identified more than $100 million in potential savings for its users. Mint’s management team includes seasoned industry veterans drawn from the ranks of Charles Schwab & Co., eBay, Expedia, Intuit, PGP and other leaders in the finance, security and software spaces. Investors include top venture capital firms and prominent individuals associated with companies including Blue Nile, Google, Intuit, PassMark Security, PayPal, Yahoo! and others.
What they think makes them better: Mint, rated top in its category by PC World, applies patent-pending technology and proprietary algorithms to categorize transactions; provide a unified view of all account activity; alert users to low balances, bank fees, upcoming bills, and even potentially suspicious account activity; and give users personalized suggestions for significant savings opportunities. Designed to be effortless, Mint.com takes less than five minutes to set up. Users register anonymously using only a valid email address. Mint does the rest, securely downloading transaction data from more than 5,000 bank, credit card and investment accounts on a daily basis. Users never need to import or synch their data.
Contacts:
Business Dev.: Anton Commissaris, VP of Bus. Dev., [email protected], 650-867-9484
Press: Martha Shaughnessy, [email protected], 415-402-0230
Contacts:
Press & Bus. Dev.: Dirk Quayle, President, [email protected]
How they describe themselves: Motley Fool CAPS operates from a simple premise: Working together, we can improve our investing results. This revolutionary new service pools the resources of the Motley Fool Community to help you identify the best stocks at the best times to buy them — and which stocks to avoid, too!
Pooling insight from the Fool community, major brokerage firms, and market mavens, CAPS generates stock ratings by weighting the influence of the CAPS community based on their past performance as stock pickers. The result is a service that will help you find better stocks and follow the best investors.
What they think makes them better: Motley Fool CAPS is first and foremost about community-generated stock ratings. Over 100,000 participants have made more than 2 million picks on CAPS and generated 5,600 rated stocks (almost triple the number of stock ratings available from services that cost hundreds of dollars for a subscription). Every 20 minutes, CAPS measures the performance of the stock picking community and re-calculates the CAPS Stock Ratings, creating the first dynamically updating, analyst-driven stock rating service. The depth and breadth of stock coverage and quality of the CAPS community are unmatched.
Contacts:
Bus. Dev.: Gary Hill, [email protected], 703-254-1564
Press: Chris Hill, [email protected], 703-254-1447
Sales: Mark Brooks, [email protected], 703-254-1804
How they describe themselves: Prosper, America’s largest people-to-people lending marketplace, was created to make consumer lending more financially and socially rewarding for everyone. The way Prosper works is intuitive to people who have used eBay. Instead of listing and bidding on items, people list and bid on loans using Prosper’s online auction platform. People who want to borrow on Prosper create loan listings for up to $25,000 and set the maximum rate they are willing to pay a lender. People who register as Prosper lenders set the minimum interest rate they are willing to earn and bid in increments of $50 to $25,000 on loan listings they select. In addition to criteria commonly used by institutional lenders, such as credit scores and histories, Prosper lenders can consider borrowers’ personal stories, endorsements from friends, and group affiliations. Once the auction ends, Prosper takes the bids with the lowest rates and combines them into one simple loan to the borrower. Prosper handles all on-going loan administration tasks including loan repayment and collections on behalf of the matched borrowers and lenders.
Contacts:
Business Dev. & Sales: Adrienne Penake, [email protected]
Press: Tiffany Fox, Communications Director, [email protected], 415-593-5416
How they describe themselves: MShift is the leading provider or mobile banking solutions enabling more than 50 banks and credit unions to rapidly extend the convenience of online banking to mobile devices. The Mshift solution includes bill payment, transfers, account summaries, history, ATM locator, and more. It works across any carrier or device.
The privately held firm is headquartered in San Jose, CA.
Presenter: Awele Ndili, Founder & CEO
URL: www.mshift.com
How they describe themselves: Online Resources powers financial technology services for thousands of financial institutions, billers, and credit service providers. Its proprietary suite of account presentation and payment services are branded to its clients, and are augmented by marketing services to drive consumer and business end-user adoption. The Company serves over 9 million billable end-users and processes approximately $100 billion in bill payments annually.
Founded in 1989, Online Resources (Nasdaq: ORCC) won an OBR Best of the Web award for its Money HQ service in 2003. In addition, a company it acquired, InCurrent won an OBR Best of the Web in 1998 for its online credit card management platform.
Presenters: Bill Kinnelly, SVP Product & Marketing and Mike Martell, Business Development Exec.
URL: www.orcc.com
How they describe themselves: Founded in March 2006, Mint.com is the fresh, easy and intelligent way for people to manage their money online. And it’s free. Designed to be virtually effortless for the user, Mint.com takes less than five minutes to get started. Users register anonymously using only a valid email address and Mint does the rest, securely downloading transaction data from more than 3,500 banks, credit unions and credit card providers on a daily basis.
Mint’s management team includes experienced executives drawn from the ranks of Charles Schwab & Co., eBay, Expedia, Intuit, PGP and other leaders in the finance, security and software spaces. Investors include top venture capital firms and prominent individuals associated with companies including Blue Nile, Google, Intuit, PassMark Security, PayPal, Yahoo! and others.
The privately held company is headquartered in San Francisco.
Presenter: Aaron Patzer, Founder & CEO
URL: www.mint.com
How they describe themselves: Metavante is redefining banking and payment technologies to financial services firms and businesses worldwide. Its products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer healthcare payments, and electronic presentment and payment.
Metavante Corporation is headquartered in Milwaukee and is the principal subsidiary of Metavante Technologies, Inc., a holding company that began trading November 2, 2007, on the New York Stock Exchange (NYSE) under the ticker symbol “MV.”
Presenter: Chris Burfield, Product Line Manager, E-Payments
URL: www.metavante.com
How they describe themselves: Founded in 2004, mFoundry is a leading provider in mobile financial services, helping financial institutions, carriers and payments partners leverage the power of mobile applications. The mFoundry platform provides a cost-effective way to develop applications across a wide array of mobile devices.
mFoundry’s platform has been used by Fortune 500 companies including Citibank, as well as hundreds of independent developers. mFoundry has created a vertical solution for mobile banking, payments and other financial services.
The privately held company is headquartered in Sausalito, California.
Presenter: Drew Sievers, CEO & Co-Founder
URL: www.mfoundry.com
