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Banking 2.0 – FinovateStartup: Focus on Boulevard R


I covered the first Finovate event organized by Jim Bruene back in October 2007 (in New York City). The event was such a success (it sold out in only 6 weeks) that Jim decided to organize two more Finovate events in 2008: FinovateStartup & Finovate 08.

I was delighted when Jim invited me to be the official live blogger on NetBanker at FinovateStartup in San Francisco.  Before the event, I plan to blog about most of the 40 startups which will demo their products. My goal is to give you a brief overview of those innovative startups.

Boulevard R, make sure you get on track for retirement

BoulevardrI contacted Matt IversonBoulevard R‘s co-Founder, via Linkedin. Matt and I will catch up in two weeks in San Francisco.

Boulevard R’s vision is to bring independent, professional level financial planning to consumers who have enough saved to know they need to be doing something with it, but not enough to either qualify or be able to afford independent wealth management services.

Team of experienced advisors
We’re working with several top planners (San Francisco Chairman of the Financial Planning Association and the Maryland President of the Financial Planning Association), as well as leading behavioral economists, Dan Ariely from MIT.”

They will compete directly with brokerage firms and banks.
“What we understand best is comprehensive, unbiased financial advice that is on par with what leading independent financial advisors could provide, with the difference being that we’ll be able to do it for approximately 1/10th of the cost.  

Major news at FinovateStartup
I am delighted to share a few insider news with you.

Becoming an unbiased financial advisor
Some major news is that Boulevard R is going to basically re-position itself at FinovateStartup from a retirement calculator to an unbiased financial advisor.

“Ask a Planner”: leveraging the power of online communities
“Behind the plan, there will be a community (the 2.0 angle), where users can participate in “Ask a Planner” by posting a question to a group of planners, contribute savings tips (like Wesabe) or post news  articles/blog posts on one of the goals. Later on, we’ll build out the community with groups and other functionality.”

Video advice modules
“The other service we’re going to be launching at FinovateStartup are video advice modules, where CFPs provide guidance on key financial issues by asking questions that the user responds to through a Flex interface.

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Based in London, Christophe is an entertaining social media keynote speaker and a trusted advisor to the global financial services industry on the topics of social media, social business and digital innovation. Christophe has contributed to over 140 events in 18 countries. Currently, Christophe is 'Social Media Senior Managing Consultant' at IBM Interactive Experience. He's also a Digital Advisor at the Financial Services Forum and the Moller Centre (part of the Churchill College in Cambridge). Christophe's views on VisibleBanking.com are his own, not necessarily his employer's.


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