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Breaking Banks Fintech

Breaking Banks Fintech

Thursday at 12 Noon Pacific

June 20th 2013:Moving from Personal Financial Management to Personal Financial Performance

PFM or Personal Financial Management tools first popularized by Mint.com have taken the financial services space by storm in the last couple of years. In this week's show we talk to some of the leading PFM platforms to talk about why banks are taking on PFM capability and how customers are referencing this capability. More importantly we'll also discuss how real-time, personalization, big data, gamification, mobile user experience, rich data overlay and geo-location will move PFM into a day-to-day personal financial performance capability that you use everyday to give you context and awareness

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Featured Guests

Shawn Ward

Shawn Ward- Geezeo- CEO & Co-Founder Shawn is Geezeo’s CEO and leads the organization's third party partnerships and investor relationships. Along with his co-founder, Pete Glyman, he directs the organization's strategic initiatives. Prior to starting Geezeo, Shawn was General Manager of Gainskeeper, a division of Wolters Kluwer Financial Services Software (WKFS) division. Shawn was also corporate development strategist for WKFS where he evaluated potential acquisition candidates, divestures, and organic product build-outs. After studies at Boston University and Northeastern, Shawn spent more than eight years in various product management and analyst roles at Fidelity Investments. It
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Bret Skousen

Bret Skousen-Moneydesktop - Executive Vice President, Marketing & PR Bret's 20+ years of executive leadership at companies like Black & Decker (B&D), and most recently Mountain America Credit Union (MACU), have resulted in a business acumen that is both broad and deep. At MACU, Bret implemented a completely new product development process from which the first product developed under this process resulted in an increase of over 50% profitability per user. At B&D, Bret's sales territories consistently over performed expectations by 15 to 20% and, as a testament to Bret's passion for building high performing executive teams, he was responsible for creating the BBHHI University, where B&D's lea
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Matt West

Matt West-Moneydesktop - Vice President, Financial Institution Sales Matt has been with MoneyDesktop since before it brought on its first financial institution. He has been instrumental in signing the company’s first 400+ clients and has also played a major role in building relationships with MoneyDesktop’s online banking, core and payment networks. He comes with years of enterprise level financial services and technology sales experience and has worked with many companies in the Fortune 500.
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https://www.voiceamerica.com/show/2193/breaking-banks-fintech 21/10/2017 03:00 21/10/2017 04:00 Breaking Banks Fintech https://www.voiceamerica.com/show/2193/breaking-banks-fintech PFM or Personal Financial Management tools first popularized by Mint.com have taken the financial services space by storm in the last couple of years. In this week's show we talk to some of the leading PFM platforms to talk about why banks are taking on PFM capability and how customers are referencing this capability. More importantly we'll also discuss how real-time, personalization, big data, gamification, mobile user experience, rich data overlay and geo-location will move PFM into a day-to-day personal financial performance capability that you use everyday to give you context and awareness. Join Brett King as he interviews players from MoneyDesktop, Yodlee and Geezeo on this emerging space in customer enablement VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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