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Presenter Profile:

How they describe themselves: Afiniate transforms mobile banking applications into mobile engagement platforms. Current mobile banking applications miss the boat. Customers want more than the ability to view balances and transfer funds, and banks want to leverage the mobile channel to better engage and upsell their customers. Afiniate proactively provides a customer with guidance and advice from their bank to achieve their financial goals and provides the bank with the ability to upsell and cross-sell their products and services based upon the information that they know about the customer.

How they describe their product/innovation: OnTheGo! transforms a generic mobile banking app into a pocket-sized Personal Finance Coach through the concept of Engagement Through Action. OnTheGo! augments the existing mobile capabilities with personalized Calls to Action that are tailored to each customer’s specific financial goals and situation. Each Call to Action provides contextual guidance, advice, and recommendations based upon the bank’s products and services to resolve the situation directly from the customer’s smartphone. In addition, OnTheGo! allows banks to direct specific upselling and cross-selling messages to the customer based upon the customer’s profile, preferences, or financial situation.

Contacts:

Bus. Dev.: Ram Singh, Co-Founder, ram@afiniate.com, 202-957-3102
Press & Sales: David Singh, Co-Founder, david@afiniate.com, 415-297-0120