FinovateSpring 2013 / Persint

Presenter Profile:

How they describe themselves: Persint provides an online consumer analytics application leveraging existing aggregated account data to deliver a missing component to PFM – performance conclusions. Through Persint, consumers gain the context to answer the household questions of “where do I stand” (financially) and “what next” (solutions). Combining account data, peer-based exception analysis and performance scores, Persint’s analytics transform aggregated account data into objective, credible recommendations towards improving net worth, cash flow and risk management. The add-on application enables financial institutions to enhance their advisory position, gain actionable consumer intelligence and expand revenue. Becoming their advisor requires delivering objective advice.

How they describe their product/innovation: Persint’s consumer analytics application integrates with account aggregation and is designed to complement existing PFM. Leveraging public data sources mapped to conform to aggregation categorization, Persint delivers performance context through comparison to U.S. household peers. Just five demographic inputs can segment a household into one of over 100 unique peer groups. Other solution features include:

• performance navigation through color-coded decision trees
• data representative of all U.S. households
• local cost of living adjustments
• alternative peer group formation
• composite score based on net worth, cash flow and risk management
• performance classification and scoring system
• solution mapping of opportunities to actions


Bus. Dev., Press & Sales: Steve Cotton, CEO,

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