mShift
Mark’s Review: 
A mobile solution that has the most deployments worldwide. Their latest offering targeted at business banking, ‘CFO on the Go’ moves business financial reports, transfers, ACH, and other operations through an application on a mobile phone. Also has a ‘push’ component for alerts via email, sms, voice, and fax.
I think this addresses a space (business banking) that has been under served by mobile banking and the MShift offering looks to be a good first step to bridge that gap. UI still is very mobile looking, but the functionality is really strong.
Lisa’s Review: No Rating
I missed this presentation as I was working on getting stuff on the blog. Sorry, everybody.
Mint
Mark’s Review: 
An online PFM with over 500k that is now out of beta. It’s adding custom budgeting categories and now allows you to track your investments.
Pretty graphs and cool charts are still there for Mint and it remains one of the leaders in the online PFM space.
Lisa’s Review: 
Mint is a personal finance management site that helps users budget and track their money. Just launched this morning their investment tracking feature on Mint. Shows you market value and other stats of your investments that mirrors the slick budgeting and money breakdown side of Mint. The site is the fastest-growing money management tool online today.
mFoundry
Mark’s Review:
Today MFoundry demoed their iphone mobile banking application. It’s one of 2 native iphone banking apps out there and looks and feels like a great iphone app. (Man iphone apps are so much prettier than other mobile apps. I’m sure my iphone makes me biased.)
Basic account lookup with date and other filtering all flows as you would expect an iphone app to flow. Also included are transfers and bill pay which, have I mentioned, look and act beautifully.
The big bonus: ATM and Branch finder BY CURRENT LOCATION! (Zip code is also an option, but who needs it!)
I want this on my iphone. Now
Lisa’s Review:
Another iPhone app demo. Mobile banking and payments solutions for banks. It looks easy to use, and the search function for your phone is awesome. Great setup with the sort transactions by dates. You can tell they’ve put a lot of work into this app. Really quick and easy payments made to credit cards and other vendors. You can manage automatic transactions (add, cancel) on your phone. Honestly, doing the whole demo from the phone was fantastic. And what would this app be without the “find an ATM” feature? Awesome. FIs really need to check this out!
Digital Insight
Mark’s Review:
Small Business FinanceWorks is geared at small businesses (duh) and offers bill management, invoice generation and home remote capture that is integrated into your banking site. It can also handle payroll and legal filing.
For small businesses, it’s sits somewhere between using a personal PFM and going full fledged into a quickbooks type product. I needed something like this when I was at McSpadden Technology.
Lisa’s Review:
Digital Insight helps small businesses of all kinds get everything organized. This looks like a fantastic tool for the new business owner that needs some help getting everything squared away. The Billing Manager feature allows you to send reminders to customers if they owe you money, print invoices, manage your drafts, etc. You can manage payroll and taxes, as well. I can think of a few people that could really benefit from using this.
Thrive
Mark’s Review:
A PFM that does offer the basic transactional dashboard views but really isn’t focused there. It’s focused more a ‘financial health score’ and offering ways for you to make that score better. Some of those tips are where to place your money, some of those are based on the type of spending you are doing. (Discretionary vs. Bills)
In addition, it helps you target savings specific goals and tips to reach those. They’ve also partnered with credit.com and will start looking at how credit scores play into financial health
Lisa’s Review:
Another personal finance management tool. I’m loving the way Thrive looks. Provides you 11 dimensions of your financial status. Thrive gives you tips on how to better manage your money, get better rates, and transfer money from “bad accounts” to “good accounts.” Thrive analyzes your information and suggests areas of your finances to focus on and clean up.
BillShrink
Mark’s Review: BillShrink is an online application to help you find the best deals on things like cell phone plans and credit cards. For the credit card comparision, using a super simple survey (only a few questions) the are able to pull numerous offerings. In addition you are able to filter based on the rewards you care about. (Cash v. food v. airfare)
Launched today, if you sign up with BillShrink let’s you monitor new offers that appear after you’ve made your initial decision.
Lisa’s Review:
Pretty, pretty site. Love the charisma in the presentation, too. BillShrink gives usage-based recommendations of wireless plans and credit cards. Another site that shows you how to shift things around to save money. They analyze your latest phone bill to help you find a better plan to suit your needs. Just got funding, too. Good job guys!
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