Mobile Finance Manager - PowerPoint PPT Presentation

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Mobile Finance Manager

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A History of Innovation. Third company to release a windows application in 1986 ... Worked on iPod. Worked on PS3. First Windows Mobile fingerprint recognition ... – PowerPoint PPT presentation

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Title: Mobile Finance Manager


1
Mobile Finance Manager - MFMChris Doner Mark
BarishAccess Softek, Inc.
2
Company Background
  • In business since 1986
  • Based in Berkeley CA
  • 30 Symitar CU customers
  • SoCalCU, SSSCU, WSECU,Tinker, Schools, MSUFCU,
    Melrose, Selco, DATCU and more
  • 10 products for financial institutions
  • Mobile banking,
  • online account opening,
  • OFX Direct Connect,
  • AppWatcher
  • and more

3
Company Background
  • A History of Innovation
  • Third company to release a windows application in
    1986
  • First company to dynamically integrate windows
    applications
  • First windows document management application
  • Worked on Windows NT, CE, Outlook
  • Worked on iPod
  • Worked on PS3
  • First Windows Mobile fingerprint recognition
    application
  • First Web based PFM
  • First application based mobile banking
  • First App, WAP SMS mobile banking

4
Access Softek Financial Products Clients
5
Access Softek Financial Products Clients
6
Access Softek Partners
7
Financial Industry Trends
  • Financial Industry Trends Anywhere Anytime
  • ATMs
  • Telebanking/IVR
  • Desktop online banking
  • Mobile Banking

8
Company Background
  • Trends
  • The phone in your pocket is roughly the computer
    on your desk 6 years ago.
  • Camera, watch, calculator, PDA, music player, TV,
    games, GPS email, internet and phone.
  • iPhone great browser 1 billion downloads
  • The average phone is replaced after about 16
    months.
  • BofA 2 million mobile users 2x in the last 6
    months. 29 Million use online banking

9

Mobile Finance Manager
9
Access Softek, Inc. Company Confidential 727
Allston Way, Berkeley, CA 94710 (510) 848-0606
1/3/2014
10

Mobile Finance Manager
SMS WAP APP
Security Low Medium High
Dataplan required No Yes yes
SMS plan required Yes No No
Phone support All Most Most
App Store Presence No No Yes
Speed Good Good Best
Offline viewing Yes No Yes
Branding/ Graphics No Yes Yes
10
Access Softek, Inc. Company Confidential 727
Allston Way, Berkeley, CA 94710 (510) 848-0606
1/3/2014
11
Connecting to the core
Mobile Finance Manager
  • Screen scraping vs. middleware
  • Screen scraping
  • Fragile breaks if online banking changes
  • Limited to online banking features
  • Vendor dependant
  • Security
  • Quick for a new core
  • Middleware (e.g. OFX)
  • Stable
  • Proven
  • Secure
  • Industry standard

11
Access Softek, Inc. Company Confidential 727
Allston Way, Berkeley, CA 94710 (510) 848-0606
1/3/2014
12
The Solutions
Screen Scraping Software
Web Server
Phone
Online Banking
Core System
Core Gateway
Middleware Core Adapter
Phone
13
Mobile Finance Manager Services
Mobile Finance Manager
  • View account balances
  • View account histories
  • Transfer funds
  • Pay bills online
  • Create graphical reports
  • Receive secure and trusted e-mails directly from
    your financial institution
  • Find branch and ATM locations
  • Advertise communicate

14
Mobile Finance Manager Technologies
Mobile Finance Manager
  • Mobile banking
  • App Downloadable application
  • WAP Browser based
  • SMS Text messaging
  • Multi-Factor Authentication
  • Mobile Locator
  • Mobile Redirector
  • OFX (Open Financial eXchange) middleware
  • Administration and reporting

14
Access Softek, Inc. Company Confidential 727
Allston Way, Berkeley, CA 94710 (510) 848-0606
1/3/2014
15
Mobile Finance Manager Technologies
Mobile Finance Manager
  • Demo

15
Access Softek, Inc. Company Confidential 727
Allston Way, Berkeley, CA 94710 (510) 848-0606
1/3/2014
16
Access Softek
  • Thank you.
  • Questions?
  • cdoner_at_accesssoftek.com
  • mbarish_at_accesssoftek.com
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