Finovate Demo
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Presenter Profile:

How they describe themselves: Momentifi is a Financial & Sales Technology company based in Alpharetta, GA. What makes us different is the way we bundle CRM, co-branded marketing, and an online community with network effects. We’re more than a CRM or marketing technology. We’re more than a social network. We’re a complete eco-system that helps banks, mortgage companies, and financial institutions drive more sales, beat the competition, and create unique value for clients, employees, and strategic partners.

How they describe their product/innovation: Our new StorySeller product connects loan officers, financial planners, CPAs, insurance agents, and real estate agents in the post-COVID world and in the absence of live networking events. Step 1: We provide free continuing education through our online social network. Step 2: We provide co-branded financial and real estate “stories” through our CRM. The result is a unique blend of CRM, social networking, and co-branded marketing with built-in network effects: “come for the free CE and stay for the networking and co-branded marketing.”

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Press: Gibran Nicholas, CEO, Gibran@Momentifi.com