FinovateFall 2013 / Guide Financial

Presenter Profile:

How they describe themselves: Guide is a personal money mentor for the 70% of Americans that don’t have access to affordable financial guidance. The company has built powerful technology to analyze users’ accounts, identify their savings potential in dozens of areas, and provide detailed guides that help users keep more of their money. Initial customer development in 15 different financial areas has found savings worth $7,000 a year on average per user in the first year alone.

How they describe their product/innovation: Guide’s Savings Scan automatically analyzes users’ finances to find savings in multiple areas and provides step-by-step guidance to help users easily capture these savings.

We demonstrated how Guide’s technology works for mortgage refinancing, as it helps users make smart choices for every major savings opportunity – from picking the perfect loan type through to paying less on closing costs.

Product Distribution Strategy: Direct to Consumer (B2C) & through other fintech companies and platforms


Bus. Dev. & Press: Uri Pomerantz, CEO,
Sales: Scott Burns, Head of Financial Advisory,

More Videos: FinovateFall 2013