« Peer-to-Peer Marketplaces Join Forces to Influence Lawmakers with the "Coalition for New Credit Models" | Main | myFICO Forum Wins 2009 Forrester Groundswell Award »

The Missing Link for Small Businesses: Banking, Finance & CRM Dashboard

By Jim Bruene on October 28, 2009 5:12 PM | Comments (0)

I finally finished our latest report on small business online banking last night. Just as I was about to upload it, I realized there was something missing in the "dream online banking solution" for small businesses.

So I stopped the "presses" and added it to the report. What was the missing piece? A financial and business management dashboard integrated with online banking.

I poked around the web today and found a few interesting products (see update below), none of which were quite what I was looking for, and had no direct connection to financial institutions:

  • image MyBizHomepage has a dashboard that integrates with QuickBooks and sounds pretty slick. But there website hasn't been updated for more than a year, so not sure if this is a viable business or just a hobby site. I have an inquiry in to the owner.
  • image DreamFactory Software also offers QuickBooks-integrated dashboards. I found it in the new Intuit App Center for QuickBooks add-ins (here). It's a powerful program, but not the kind of plug-and-play dashboard I'm looking for.
  • image iDashboards: Has impressive sample dashboards to view. None integrate directly with online banking, but many include financial data (see screenshot below).

So I'm still looking for financial institution examples. Know any? Comment below or email me. It's too late to make our report, but we'll report it here.

iDashboards mockup of a healthcare "billing scorecard" (link, 28 Oct 2009)

image 

Update (29 Oct 2009):

Here's another QuickBooks dashboard from QuickGauge.com:

image

Comments (0)

Most Recent Posts:

TrackBack

TrackBack URL for this entry:
http://www.netbanker.com/cgi-bin/mt/mt-t.cgi/2217

Leave a comment

Sponsors

wesabe Yodlee


Sponsored Links

Events

  • FinovateSpring 2010 -- Dozens of handpicked fintech companies demoing their newest innovations in the entrepreneurial hotbed of San Francisco. 7 minutes each on stage to demo. No slides. A single value-packed day on 5/11/2010. Get your early-bird ticket today!

  • FinovateFall 2010 -- Dozens of handpicked fintech companies showcasing their latest & greatest in the financial capital of the world -- NYC. 7 minutes each on stage to demo. No slides. A single value-packed day on 10/05/2010. Get your early-bird ticket today!

Research

  • NEW! Making the Case for Person-to-Person Payments: Does mobility provide the tipping point for bank-branded P2P? - Find out more
  • NEW! Attracting Small Businesses with Online & Mobile Banking: Underserved segment is prime candidate for alt-delivery - Find out more
  • 2010 Guide to Online & Mobile Banking Products, Pricing & Strategy: Your roadmap for business planning - Find out more
  • Improving Online Account Opening ROI: Ten strategies to increase online application conversion rates - Find out more
  • Connecting to Customers with Twitter: The comprehensive guide to Twitter for financial institutions - Find out more
  • Selling behind the Password: Leveraging the marketing potential within online banking - Find out more
  • New Techniques in Secure Online Finance: Sandboxing, keyboard encryption, and real-time mobile integration could lock in more online customers- Find out more

Products & Services

  • Online Banking Services: Compare online banking services and savings rates from the leading financial institutions at Credit.com.

 

   

RSS Subscribe via RSS
RSS Subscribe to Comments



Email:


@NetBanker Twitter Feed



See all @NetBanker tweets

Most Recent Comments


Eran commented on FirstAgain Targets Online Users with Excellent Credit

Curt commented on Launched: PerkStreet Financial Focuses on Debit Card Rewards and Free Checking

workingpoint commented on Intuit Offers Low-Cost Online Accounting via QuickBooks Free or Basic

Marwan Arakji commented on Citibank Ends its Three-Year Test with Obopay

c m commented on Bank of America Launches a Blog...Finally

Joe commented on Bank of America to Eliminate Wire Transfers from Branches, Moving Volume to Online Banking