Archive for the 'Account Aggregation' Category

Published by Dan Wiegand on 15 Sep 2009

Minting a Cool $170 Million

In the Spring issue of our Consulting Insights publication, we discussed the recent rise of a number of new, innovative online aggregation services. There, and more recently in this blog post, we highlighted Mint.com as a leader in providing valuable, customer-friendly personal financial management (PFM) tools and advice. Apparently PFM software giant Intuit saw significant value in Mint as well, acquiring the firm for an impressive $170 million in a recently-confirmed deal.

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Account Aggregation, Client Communications

Published by Dan Wiegand on 20 Jul 2009

Saving a Mint on a Rollover IRA

While we don’t monitor third-party account aggregators like Mint, Wesabe and Cake Financial nearly as closely as we do our financial institution coverage groups, we do like to keep an eye on developments among those popular personal finance services. We receive a number of periodic emails from aggregation services where we’ve established accounts - financial summaries, account alerts, new discussions, etc. We had one in our inbox recently from Mint saying how much they’ve missed our visits and encouraging us to check in. While this was definitely not a unique or surprising communication, we found this interesting in light of a few trends among aggregators and financial services in general. Continue Reading »

Account Aggregation, Client Communications, Planning, Retirement, Web 2.0