Glenbrook’s Jacqueline Chilton is blogging from FinovateSpring 2011. This is one of several posts; you can find an index of our coverage here.
The format for Finovate is fast and furious. No PowerPoint – all demo. Each company has seven minutes.
- “Expense reports that don’t suck”
- Quickly add and edit expenses, attach receipts, customize the layout and see policy violations
- Automated receipts with imports direct from credit cards
- Accepts forwarded email receipts
- Use a map tool to add mileage
- Send PDF expense reports to anyone with an email address
- Approve or reject reports and synch with accounting package – Quickbooks, Freshbooks or export to other accounting packages with custom format
- Expensify Guaranteed eReceipts are legal and accepted by the IRS for purchase under $75
- Excellent imaging technology in the mobile receipt capture application
- Financial advisor tool
- Front office solutions for wealth managers
- Announcing Openworkplace on the iPad to access to global client information, allowing advisors to quickly prepare reports, investment proposals and financial planning
- Offers portfolio rebalancing and optimization tools as well
- Enables the inclusion of all the positions of accounts in real time, via secure connections to financial institutions.
- Provides a single point for complete client information
- Helps FIs create, deliver and optimize content and applications to enhance and personalize their customer interaction
- Announcing a Customer Experience Management platform
- Sits across all channels and points of interaction with the customer and on top of all the banking product silos to pull a single client view
- [Editor’s Note: Jacqueline posted some initial comments on Adobe based on a briefing yesterday, refer to Day One/Session Two, at the end of the post]
- Online consumer bill payment meets gift card exchange
- Charge Smart offers the most ways to pay auto loan, utility bills, mortgage or student loan payments online
- Now you can use unused gift cards against these same bills
- Plastic Jungle is the web’s largest secured gift card exchange
- Charge a fee and redeem the cards at a discount 92% of value
- Solution is intended to reduce breakage on gift cards
- A way to develop apps in the fragmented mobile marketplace (new form factors, OSs, other software)
- Goal is to write it once, and run it everywhere — also change once, change everywhere
- Announcing a mobile platform on which a bank can develop mobile banking accessible on different devices
- 15+ browser types, 8,500+ mobile devices plus social media and kiosks
- Offer speed to deployment and cost efficiency for developing mobile offerings
- Real time shared social bill pay solution
- Social online bill pay plus p2p payments with organization, automation and socialization
- Roomates can split the bill or teams can collect fees
- Need to develop the ability to protect against one person not paying and the group getting a late fee.
- Links offers to cards and credits user accounts real time
- Solving the last mile channel of coupon redemption
- Simple integration to bank
- Redemption, notification and credit at speed
- Has an online management of offers and tracking redemption
- Money is available to the consumer immediately
