Mobile Finance Manager ™ - MFM Chris Doner & Mark Barish Access Softek, Inc

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  • Mobile Finance Manager - MFM

    Chris Doner & Mark BarishAccess Softek, Inc.

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • Company BackgroundIn business since 1986Based in Berkeley CA~ 30 Symitar CU customersSoCalCU, SSSCU, WSECU,Tinker, Schools, MSUFCU, Melrose, Selco, DATCU and more10 products for financial institutionsMobile banking, online account opening, OFX Direct Connect, AppWatcher and more

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • Company BackgroundA History of Innovation

    Third company to release a windows application in 1986First company to dynamically integrate windows applicationsFirst windows document management applicationWorked on Windows NT, CE, OutlookWorked on iPodWorked on PS3First Windows Mobile fingerprint recognition applicationFirst Web based PFMFirst application based mobile bankingFirst App, WAP & SMS mobile banking

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Access Softek Financial Products Clients

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Access Softek Financial Products Clients

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Access Softek Partners

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Financial Industry Trends Anywhere Anytime

    ATMs

    Telebanking/IVR

    Desktop online banking

    Mobile Banking

    Financial Industry Trends

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • Company BackgroundTrends

    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

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606* Mobile Finance Manager

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606* Mobile Finance Manager

    SMSWAPAPPSecurityLowMediumHighDataplan requiredNoYesyesSMS plan requiredYesNoNoPhone supportAllMostMostApp Store PresenceNoNoYesSpeedGoodGoodBestOffline viewingYesNoYesBranding/ GraphicsNoYesYes

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Connecting to the core Screen scraping vs. middlewareScreen scrapingFragile breaks if online banking changesLimited to online banking featuresVendor dependantSecurityQuick for a new coreMiddleware (e.g. OFX)StableProvenSecureIndustry standardMobile Finance Manager

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*The Solutions PhoneScreen ScrapingSoftwareOnline BankingCore GatewayCore SystemWeb ServerPhoneMiddlewareCore Adapter

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Mobile Finance Manager Services View account balancesView account historiesTransfer fundsPay bills onlineCreate graphical reportsReceive secure and trusted e-mails directly from your financial institutionFind branch and ATM locationsAdvertise & communicateMobile Finance Manager

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Mobile Finance Manager Technologies Mobile bankingApp Downloadable applicationWAP Browser basedSMS Text messagingMulti-Factor AuthenticationMobile LocatorMobile RedirectorOFX (Open Financial eXchange) middlewareAdministration and reportingMobile Finance Manager

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Mobile Finance Manager Technologies

    DemoMobile Finance Manager

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

  • *Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606*Access SoftekThank you.

    Questions?

    cdoner@accesssoftek.commbarish@accesssoftek.com

    Access Softek, Inc. Company Confidential727 Allston Way, Berkeley, CA 94710 (510) 848-0606

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