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
The Glenbrook team is comprised of talented professionals from all areas of the payments industry, including business management, marketing, technology, operations, risk management, and business analysis. They have held senior roles at central banks, international banks, card networks, merchants, fintech startups, payments processors, and more. Together, Glenbrook Partners has become known as the go-to source for problem-solving, insights, and learning. Our team of bright minds and critical thinkers is what makes it possible.
Through our education wing, we have educated over 35,000 payments professionals on topics ranging from B2B payments to digital currencies and policy and regulation. Our experienced consultants have helped organizations in 62 countries achieve their goals with strategy advisory, in-depth research, and more. In addition to supporting payment professionals, the Glenbrook team is a valuable resource on the top issues of the day, sharing their experience and insights with professionals eager to understand industry fundamentals and how they are evolving.