Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: ZimpleMoney was founded by a former commercial banker with the simple idea of offering families, friends, and businesses a tool to track a loan, automate accounting entries, and process the payments online.

They leverage long-standing relationships with banks, payment processors, and industry associations to support private lenders in the business acquisition, land seller, real estate, investment management, family office, attorney, medical and dental, residential contractor, and auto dealer industries, among many others.

How they describe their product/innovation: ZimpleMoney is showcasing how banks and credit unions can leverage the ZimpleMoney platform to improve customer retention and satisfaction, while generating non-interest fee income to drive new revenue streams for the FI. During the demo, they will walk through how both consumers and businesses can easily originate, track, and manage loans and payments using a variety of bank use cases and customer types.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: Allison Murray (Head of Channel Partnerships), allison@zimplemoney.com, 973-219-2631