FinovateSpring 2013 / Balance Financial

Presenter Profile:

How they describe themselves: Balance helps financial advisors, loan officers & private bankers drive revenue growth, improve client engagement and scale service delivery with a powerful suite of client facing technologies.

Our white-labeled digital workspace application includes common PFM features, bill payment, file sharing and much more in a white labeled SaaS admin suite to enable financial service teams to more easily leverage digital technologies to service their clients.

How they describe their product/innovation: Wealth management and private banking represent a great opportunity for financial institutions looking to increase revenue.  Competition for affluent clients is heavy and most FIs lack sufficient client facing technology to deliver exceptional client experiences that help attract, engage and retain affluent clients while also helping to scale service delivery.

Our new digital workspace application is a simple and effective way to create a custom workspace for collaborating with clients & colleagues.  With Balance, service professionals can create a simple client facing workspace in minutes for sharing files, financial data and managing projects while improving the efficiency and effectiveness of their service offerings.


Bus. Dev., Press & Sales: Devin Miller, CEO,, 425-458-4400

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