Interview with Yodlee (San Francisco - April 08)

While I was in San Francisco to cover FinovateStartup live on NetBanker, I had to chance to visit Yodlee's offices in Redwood City. I was keen to catch up with the knowledgeable Peter Hazlehurst.

I met Peter for the first time last year in New York at the first Finovate event.
 
Interview with Peter Hazlehurst, SVP Product

Related articles on Visible-Banking.com
* Coverage FinovateStartup 08 (San Francisco)
* Coverage Finovate 07 (NYC)
* Interview Peter Hazlehurst, SVP Product at Yodlee

FinovateStartup - Interview with Jwaala

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City).
The event was such a success that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.

Interview with Andrew Taylor, CTO of Jwaala

 Related articles on Visible-Banking.com
* Coverage FinovateStartup 08 (San Francisco)
* Coverage Finovate 07 (NYC)
* Interview Andrew Taylor, CTO of Jwaala (October 07)

FinovateStartup - Interview with Buxfer

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City).
The event was such a success that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.

Interview with Shashank Pandit



Related articles on Visible-Banking.com
* Coverage FinovateStartup 08 (San Francisco)
* Coverage Finovate 07 (NYC)

FinovateStartup - Interview with Wesabe

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City).
The event was such a success that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.

Interview with Marc Hedlund, Co-Founder & Chief Product Officer

 

Related articles on Visible-Banking.com
* Coverage FinovateStartup 08 (San Francisco)
* Coverage Finovate 07 (NYC)

FinovateStartup - Interview with Mint

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City).
The event was such a success that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.

Interview with Aaron Patzer, Founder & CEO of Mint.com

Related articles on Visible-Banking.com
* Coverage FinovateStartup 08 (San Francisco)
* Coverage Finovate 07 (NYC)
* Interview Aaron Patzer, Founder & CEO of Mint (October 07)

Banking 2.0 - FinovateStartup: Focus on Invesra

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City). The event was such a success (it sold out in only 6 weeks) that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.  Before the event, I plan to blog about most of the 40 startups which will demo their products. My goal is to give you a brief overview of those innovative startups.

Invesra, LTSave.com next generation 
I contacted  Sunil Bhatia, CEO of LTSave.com, via Linkedin.

LT Save is a 5 years old company. Invesra, the new name and new look for LTSave.com, will be launched in April 2008 for banks and Credit Unions.

LTSave is an SEC-registered investment adviser, and offers a complete online web system to these enterprises to provide investment management and retirement planning services.

Sunil will demo their Online Retirement Management System for banks and CU’s for the first time publicly at FinovateStartup. It provides a complete self-service online user experience for retirement and investment management.

Related articles on Visible-Banking.com
* Coverage FinovateStartup

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City). The event was such a success (it sold out in only 6 weeks) that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.  Before the event, I plan to blog about most of the 40 startups which will demo their products. My goal is to give you a brief overview of those innovative startups.

Invesra, LTSave.com next generation 
I contacted  Sunil Bhatia, CEO of LTSave.com, via Linkedin.

LT Save is a 5 years old company. Invesra, the new name and new look for LTSave.com, will be launched in April 2008 for banks and Credit Unions.

LTSave is an SEC-registered investment adviser, and offers a complete online web system to these enterprises to provide investment management and retirement planning services.

Sunil will demo their Online Retirement Management System for banks and CU’s for the first time publicly at FinovateStartup. It provides a complete self-service online user experience for retirement and investment management.

Related articles on Visible-Banking.com
* Coverage FinovateStartup

Banking 2.0 - FinovateStartup: Focus on Jwaala

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City). The event was such a success (it sold out in only 6 weeks) that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.  Before the event, I plan to blog about most of the 40 startups which will demo their products. My goal is to give you a brief overview of those innovative startups.

Jwaala, home to the award winning Money Tracker product
I have met Andrew Taylor in November 07 in NYC. Andrew was presenting at Finovate 2007. 

Jwaala's flagship product is MoneyTracker. It went live at Amplify CU in March 07.

MoneyTracker includes an account aggregation engine, an advanced natural search feature and you can easily turn any search into an automatic alert with the option of receiving the info via email, sms or even personal rss feed. Jwaala's rss feed is a real innovation in the financial services world.

At Finovate 2007, Andrew's demo of the extremely intuitive natural search feature impressed the audience.

I invite you to check the blog they recently launched, BetterOnlineBanking, as well as their two other products, HomeDeposits and SocialCentral.

MoneyTracker 2.0
They have some pretty neat additions to the MoneyTracker platform, things like an iGoogle-like dashboard (or pageflakes/netvibes like), and a slew embeddable widgets.
So now you can embed your networth history widget or your recent starbucks transactions whereever you like (facebook, blog, wiki, etc).
Also, since their customer's can license our full source code stack and use MT as a platform, they have their first customers starting to write their own widgets.

I invite you to watch my video interview with Andrew.

We talked about topics such as Personal Finance, Credit Unions and Web 2.0.

As an anecdote, even though they have been blogging since November 2006, their kept their blogroll short... but the Mint Blog made the list.

Related articles on Visible-Banking.com
* Coverage FinovateStartup
* Interview Andrew Taylor, CTO at  Jwaala
* Interview Aaron Patzer, Founder & CEO of Mint

Banking 2.0 - FinovateStartup: Focus on Expensr

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City). The event was such a success (it sold out in only 6 weeks) that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.  Before the event, I plan to blog about most of the 40 startups which will demo their products. My goal is to give you a brief overview of those innovative startups.

Expensr, another online community focused on personal finance
I contacted Reman Child, expensr's co-Founder, via Linkedin.


Even though the online personal finance management space is crowded, with clear leaders like Mint or Wesabe, expensr managed to be listed as one of the 15 companies that will change the world.


Financials, Figures and stats
* Less than 10,000 registered members and 1,700 estimated unique visitors in Feb 08. (source: NetBanker)

They created the expensr blog back in June 2007.
   
Related articles on Visible-Banking.com
* Coverage FinovateStartup
* Interview Aaron Patzer, Founder & CEO of Mint
* Interview Shawn Ward, co-Founder of Geezeo

Banking 2.0 - FinovateStartup: Focus on Buxfer

I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City). The event was such a success (it sold out in only 6 weeks) that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.  Before the event, I plan to blog about most of the 40 startups which will demo their products. My goal is to give you a brief overview of those innovative startups.

Buxfer, Track Your Money

I contacted Ashwin Bharambe and Shashank Pandit, the co-Founders fo Buxfer, via Linkedin.

Buxfer was one of the first online personal finance platforms (launched back in September 2006).

Last year, Buxfer launched a Facebook application and also became the first Banking application to offer payment intergration through Amazon payment site.

I invite you to check the coverage of Buxfer on NetBanker.
 
How it started
While working on his Ph.D. at Carnegie Mellon University, Ashwin was immensely frustrated by the numerous IOUs hanging on his refrigerator. Dinner bills, rent, utilities, ski trips … the list went on. One day he decided to write a program to track all the IOUs for him and his group. It was so useful that all his friends wanted a copy of it. Tired of distributing copies (and subsequent updates) of this script, Ashwin decided to team up with fellow graduate student Shashank to develop a website. And thus was born Buxfer.
 
Financials, Figures and Stats
* As of August 2007, Buxfer had tracked $54.4 million in over 254,000 transactions. (source: techcrunch)
* 80,000 registered users and 9,200 estimated unique visitors in Feb 08 (source: NetBanker)
  
Related articles on Visible-Banking.com
* Coverage FinovateStartup
* Coverage Finovate 2007
* Interview Aron Patzer, Founder & CEO of Mint
* Interview Andrew Taylor, CTO at Jwaala
* Interview Shawn Ward, co-Founder of Geezeo
* Personal Finance, the web 2.0 killer app?

Visible Banking: interview with Kim Muhota, Founder & CEO of Pertuity

I met Kim Muhota, Founder & CEO of Pertuity, in NYC the day after the excellent Finovate 2007.

I had an extremely busy and productive day, and I successfully managed to shoot 9 video interviews with the senior executives of some of the most exciting web 2.0 companies.

Kim and I met at 7:00am, and you will probably notice from my voice on the video!

Via Visible Banking, Kim contacted me in mid September to invite me to check his website pertuitydirect.com and his flagship product Date to Compare. In top of that, for the last 5 years Kim has been working on a new service in the Personal Finance space. The launch is planned for Q1 2008.
Their motto is: "High interests, low returns, why shouldn't be the other way around?"

Dare to compare
Dare to Compare is a peer to peer financial comparison widget. Users can compare themselves (around income, savings and debt) to (i) their peers in their age group around the U.S. or (ii) a group of people that they select - this group could be friends, family, co-workers; really anyone that the user wants to put into their comparison group.
I invite you to check Jim Bruene's initial comments on Dare to Compare.

Interview with Kim Muhota