Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: CD Valet is the nation’s first online marketplace connecting consumers with financial institutions to shop, compare, and open certificates of deposit with the most competitive rates and terms nationwide. CD Valet offers consumers an alternative to biased, ad-driven websites with a full and straightforward picture of CD rates in their market. CD Valet drives nationwide visibility for financial institutions’ CD offerings and offers lead generation services and a fast-to-market account opening solution that integrates into most major core banking platforms.

How they describe their product/innovation: CD Valet offers a new channel for financial institutions to easily raise retail deposits from a targeted local or nationwide CD marketplace where they can market their rates, acquire leads, and easily open new accounts with a low-cost end-to-end account opening solution that simply integrates into a financial institution’s core platform. This fast-to-market, pre-built solution for digital account opening fully addresses compliance and risk management, and presents a modern customer experience with extensibility to evolve with the latest innovations.

Product distribution strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: Howie Wu (Head of Product), hwu@cdvalet.com, 206-273-7359
Press: Mary Grace Roske (SVP of Marketing Communications), mgroske@cdvalet.com, 206-281-1740