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Mario Ubalde

Finovate Explains how Financial Institutions Increase Engagement with Small Businesses using SizeUp FI

May 13, 2015 by Mario Ubalde

finovate-logo

In Finovate’s article, “SizeUp Gives FIs Business Intelligence Tools to Help Reengage Customers,” it explains that the launch of SizeUp FI (Financial Institutions) will enable financial institutions to provide their business customers with valuable business intelligence directly through the FI’s own website. This will provide greater engagement with business customers through “sticky” data services, help their customers succeed with Big Data insights they previously couldn’t afford or understand, and introduce FI’s relevant products and services at specific decision-points of the customer’s business lifecycle. The service is unique and enables financial institutions like banks, payment cards, credit unions, and accounting services to compete outside of “me too” FI business offerings.

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Filed Under: Fintech, Uncategorized Tagged With: accounting, banks, big data, credit cards, credit unions, financial institutions, fintech, small business

Beyond the Arc: Emerging Theme of Small Business in Fintech with SizeUp FI

May 13, 2015 by Mario Ubalde

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The CEOs of Beyond the Arc and William Mills Agency discussed the highlights of emerging financial technology in a video from Silicon Valley during the first day of the Finovate Summit.

“A couple of themes seem to be emerging. One that I don’t recall previously was the focus on small business,” said Stephen Ramirez, CEO of Beyond the Arc. “SizeUp in particular has a great offering in its ability to bring business intelligence to small business.”

You can watch the interview and conversation between William Mills and Stephen Ramirez here.

Their analysis of SizeUp is also included on the William Mills Agency website.

 

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Filed Under: Fintech, Uncategorized Tagged With: Beyond the Arc, fintech, SizeUp FI, small business, trends, William Mills Agency

SizeUp FI Launches at Finovate

May 12, 2015 by Mario Ubalde

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SizeUp launched its newest offering, SizeUp FI, at Finovate Spring 2015 in San Jose  to the audience of finance professionals attending from around the world.

“We’re thrilled to have SizeUp showcase its cutting edge financial technology tools using our unique demo-only format,” says Eric Mattson, CEO of The Finovate Group. “SizeUp’s data driven tools can help financial institutions differentiate their value proposition, become more efficient and serve a diverse array of small business customers.”

SizeUp FI is a software as a service that banks, payment cards, accounting software, and other financial institutions can provide to their small business customers through the financial institution’s website.

“We’re excited to showcase SizeUp’s newest products designed to help financial institutions better serve their small business customers,” says Anatalio Ubalde, CEO and co-founder of SizeUp. “Our big data online strategies help financial companies create added value and engagement with customers – while empowering businesses to survive, grow and thrive.”

[vc_video link=”http://youtu.be/fKjie_eKZ-8″]

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Filed Under: Fintech Tagged With: financial institutions, Finovate, fintech

Wells Fargo Competitive Intelligence Tool Featured on The Morning Brew

May 5, 2015 by Mario Ubalde

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The Morning Brew‘s host Dan Mayfield and guests discussed Wells Fargo Works’ new business plan center and competitive intelligence tool from the TV studio in Albuquerque, New Mexico. You can learn more about the benefits of using competitive intelligence for your business by watching The Morning Brew segment here.

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Filed Under: Uncategorized Tagged With: business intelligence, competitive intelligence, market research, Wells Fargo

SizeUp Selected for the Innotribe Showcase in NYC

March 20, 2015 by Mario Ubalde

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SizeUp was selected as one of ten early stage startups to present at the New York City Innotribe Showcase. According to the SWIFT Innotribe press release announcing the selection of the innovative startups, over 500 judges from across the financial, technology, and investment communities evaluated the companies by assessing the startups’ ability to provide an important innovation in the future of the financial industry.

“There’s a chasm between how startups and banks practice innovation, and helping our startups understand how to communicate their value propositions to SWIFT’s community helps banks quickly evaluate new technologies and models, and helps our startups identify appropriate partners and investors,” said Mike Sigal, Lead Coach of the Startup Challenge.

A hand-picked audience of financial services experts, angel investors, venture capitalists, and global bank decision-makers will attend the New York City showcase to identify the top startups.

View a world map showing the locations and names of the financial tech company presenters.

 

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Filed Under: Fintech Tagged With: banks, financial, Innotribe, investment, SizeUp, startups, SWIFT, technology

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