The PRWIRE Press Releases http:// 2017-06-26T23:02:00Z Media release: Datto named a Visionary in Gartner’s 2017 Magic Quadrant for DRaaS 2017-06-26T23:02:00Z media-release-datto-named-a-visionary-in-gartner-s-2017-magic-quadrant-for-draas Norwalk, Conn -- June 26, 2017 –  Datto, Inc. a provider of backup and DRaaS appliances, SaaS data protection, and managed networking products, today announced that the company has been included in Gartner’s annual Magic Quadrant for Disaster Recovery as a Service. Datto was recognized for the second consecutive year in the “Visionaries” quadrant. The Magic Quadrant is recognized as one of the leading resources used by companies evaluating DRaaS providers in the market.1   Providing data protection and business continuity solutions for more than 50,000 companies around the world, Datto ensures business data and infrastructure is continuously secure and accessible no matter where that data is stored, whether it’s on-site or in the cloud.   Datto’s flagship product line is the market leading SIRIS 3, the only complete DRaaS solution available as a physical, software or virtual appliance protecting Windows, Mac, and Linux workloads. Business data can be backed up to a local device and synchronized to the secure 320+ petabyte Datto Cloud to provide robust recovery options from any type of disaster. This provides failover to a virtual machine and restoration in as little as 6 seconds to return to normal business operations.   Additionally, Datto offers the SaaS Protection product suite securing G Suite and Microsoft Office 365 data to protect against data loss in these popular SaaS applications. Datto Networking, Datto’s latest solution built for Managed Service Providers, complements DRaaS with network continuity for small and medium businesses through access points, switches and the networking appliance with integrated 4G LTE failover.   “Disaster recovery is becoming increasingly important as businesses continue to face evolving threats, especially cyberattacks, that threaten to shut down their operations,” said Austin McChord, CEO of Datto, Inc. “We believe being named a visionary in this space could only be achieved by our focus on keeping businesses running, no matter the circumstance. We are continuously building on our market leading business continuity offerings and released compelling new services at our recent DattoCon 2017 conference.”   Releases at DattoCon 2017 included new features such as robust Hyper-V support and Fast Failback enabling rapid restoration, an expansion of the SIRIS 3X all-flash line to include rack mounted units, and a refresh of Datto’s most popular BDR device, the ALTO 3, which is designed to support smaller environments.   Additional announcements highlighted a next generation architecture for Datto SaaS Protection to enable lightning fast performance, upgrades to the Datto Networking line, and enhancements to the Partner Portal featuring new dashboards for real-time, mobile visibility into the status of Datto products and services. All in, the DattoCon product announcements further Datto’s MSP led strategy of protecting business data on-site, in transit, and in the cloud.  Gartner Disclaimer: Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.   1 Gartner “Magic Quadrant for Disaster Recovery as a Service” by Ron Blair, Mark Thomas Jaggers; June 19, 2017.  About Datto: Datto protects business data and provides secure connectivity for tens of thousands of the world's fastest growing companies. Datto's Total Data Protection solutions deliver uninterrupted access to business data on-site, in transit and in the cloud. Thousands of IT service providers globally rely on Datto's combination of pioneering technology and dedicated services to ensure businesses are always on, no matter what. Datto is headquartered in Norwalk, Connecticut and has offices in Rochester, Boston, Portland, Toronto, London, Singapore, and Sydney.  Media Contacts Amanda Conroy/India Bednall Espresso Communications on behalf of Dattodatto@espressocomms.com.au +61 2 8016 2200 DattoCon attracts more than 1,000 partners to one of the world’s largest managed service provider focused events 2017-06-07T00:06:09Z dattocon-attracts-more-than-1-000-partners-to-one-of-the-world-s-largest-managed-service-provider-focused-events-1 Denver, United States (DattoCon) – June 7, 2017 – Datto, Inc. a leading provider of total data protection solutions for businesses around the world, today announced an exciting new range of products and service upgrades to its business continuity, networking and SaaS Protection product lines, to further support the needs of its 6,000 MSP (managed service provider) partners. The new products support Datto’s ongoing commitment to total data protection, ensuring business data is secure and accessible – no matter where it lives.   Datto CEO Austin McChord announced Datto’s latest market leading solutions during his keynote presentation, which focused on product innovation, performance and ease of management for Datto partners. McChord highlighted how Datto’s technology provides MSPs with the most innovative managed service solutions targeting small-to-medium businesses (SMBs). The new products and services include an expansion to Datto’s flagship all-flash SIRIS 3X line, an all-new ALTO 3 device targeting smaller environments, a new architecture for Datto SaaS Protection services, updates to the new Datto Networking portfolio, and significant enhancements to Datto’s Partner Portal.    "We believe in a business before technology approach and our team is focused on delivering bespoke solutions that address specific business challenges,” said Daniel Williams, Director, PowerNET. “We identify partners that are market leaders that can work closely with us to bring together integrated solutions for our clients. Working with Datto and its suite of products, we can build robust business continuity and data protection solutions for our clients that deliver exceptional performance and, importantly, peace of mind.”   In addition to new products, features and service updates, Datto today announced the official launch of its global marketing automation platform, MarketNow. Available for free to all Datto MSPs, MarketNow enables partners to utilise pre-written content to create campaigns, social media posts, web pages and branded collateral. Powered by MindMatrix, the platform does not require extensive training, nor extensive marketing experience. Since its pre-launch in March, the platform has been used by over 1,600 Datto partners.   Datto’s new product and feature updates announced today across its business continuity, networking and SaaS Protection solutions, include:  Business Continuity: With the most comprehensive BCDR product lineup available, including devices ranging from 500GB to 120TB, Datto has made updates to both its SIRIS and ALTO products. The completely new SIRIS 3 X Professional line is offered as 4, 8 and 12TB 1U rack-mounted servers. Additionally, the S3X4 all flash 4TB device joins the S3X1 and S3X2 models released last year. Datto’s most popular device, the ALTO, also received a makeover with new hardware and an SSHD. The new ALTO 3 offers double the performance for local and cloud-based backup and restore than its predecessor and is still available with no upfront charge. Updated SIRIS 3 software includes a new Fast Failback™ feature that allows MSPs to spin-up a virtual machine (VM) with a rescue agent. This agent forks the initial backup chain, providing restore from any agent recovery point, while requiring significantly less space than alternative solutions and returning business to normal operation faster than competitive alternatives. In addition to reducing business downtime, SIRIS 3 now provides hardware independent restore upon virtualisation, additional Cloud VHDx exports and an improved setup process, all designed to maintain Datto’s position as the most reliable BCDR on the market.  Networking: In January, Datto announced its new Datto Networking line, the first networking product line designed from the ground up specifically for MSPs. Today, Datto announced comprehensive updates across the line including QoS, Layer 7 Deep Packet Inspection, expanded VoIP support and cloud management capabilities to the existing edge router, access points and switches. Datto also introduced an extension to the networking portfolio with the planned release of an intelligent, cloud managed power strip including an embedded access point. Datto Managed Power will enable MSPs to more effectively manage their customer environments with features such as remote power cycling of individual outlets, scheduled reboots, reporting outlet wattage; all managed through the Datto Partner Portal.    SaaS Protection: Datto announced a new architecture for its market leading Datto SaaS Protection service to more effectively manage, restore and export critical data in Office 365 and G Suite environments. The new architecture enables point-in-time back-up functionality for Office 365 with dramatically improved export and restore speeds. The company also introduced robust discovery search and an enhanced user experience, making it intuitive and responsive to ease customer onboarding. In addition, Datto introduced the Datto SaaS Protection Node, an onsite storage repository for backups from the cloud – providing new options for SaaS backup retention in regulated or sensitive industries.   Bringing it altogether is the Datto Partner Portal, which allows the company’s MSP partners to purchase, educate, manage and market products all in one location. Several new dashboards were announced and are now available, including a device status compressed view, networking status page, SaaS status page and mobile status page – ensuring Datto’s partners always have the most relevant information at their fingertips.   Datto will be hosting two webinars on June 14, 2017 AEST to recap the product announcements. Register for the webinars here.   For more information about Datto’s new products and services, visit www.datto.com.About Datto Datto protects business data and provides secure connectivity for tens of thousands of the world's fastest growing companies. Datto's Total Data Protection solutions deliver uninterrupted access to business data on site, in transit and in the cloud. Thousands of IT service providers globally rely on Datto's combination of pioneering technology and dedicated services to ensure businesses are always on, no matter what. Datto is headquartered in Norwalk, Connecticut and has offices in Rochester, Boston, Portland, Toronto, London, Singapore and Sydney.  Media Contacts Amanda Conroy/Amy Rathbone Espresso Communications on behalf of Datto datto@espressocomms.com.au +61 2 8016 2200 STREAMCORP ARMOURED CASHING IN ON BETTER CURRENCY MANAGEMENT WITH CUMMINS ALLISON 2017-05-29T01:10:45Z streamcorp-armoured-cashing-in-on-better-currency-management-with-cummins-allison Sydney, Australia – May 29, 2017 – Cummins Allison, the leading innovator and provider of coin and currency handling solutions, today announced that Streamcorp Armoured is delivering better efficiency and customer service, transporting its cash-in-transit business to a new level, due to Cummins Allison’s JetScan iFX® i400 multi-pocket currency sorting machines. Streamcorp Armoured is one of Australia’s leading CIT providers and their executives constantly look for ways to streamline operations – both for themselves and their customers. One of the key ways they do this is by strategically leveraging technology. That’s why two years ago; the company began a search to upgrade its currency sorting equipment. As it evaluated multiple providers, Streamcorp Armoured looked for some key “non-negotiable” attributes. “Service was at the top of the list,” says Huseyin Memis, Managing Director and Founder of Streamcorp Armoured. “We didn’t want a company that would promise us the world and give us an atlas.” A strong partnership from day one Once Memis travelled to the United States to see firsthand the quality of the design and manufacturing process at Cummins Allison, he was sold. “Seeing the entire spectrum of the Cummins Allison operations was impressive,” says Memis. “It was very comforting to me that Cummins Allison had a long and successful history in the United States.” The results: 15% lower labour and 30% higher output While Memis is pleased with Cummins Allison’s level of service, he’s even more pleased with the bottom line results Streamcorp Armoured has experienced, using Cummins Allison’s JetScan iFX i400 multi-pocket currency sorters. After just three months of testing the JetScan iFX i400 machines, Streamcorp Armoured was able to service 30 percent more customers with 15 percent lower labour costs. “The JetScan iFX equipment allowed us to completely transform our currency counting operations,” Memis says. “When we talk about cash-management equipment, whether it’s a cash-processing machine or a coin-processing machine, one of our ‘non-negotiables’ is that the equipment must be accurate and efficient,” says Memis. “We’ve experienced that with all the Cummins Allison equipment we use.” About Cummins Allison Cummins Allison is the leading innovator and provider of currency, coin and cheque handling solutions. Our world-class sales and service network includes hundreds of local representatives in more than 50 offices in North America, 6 wholly-owned subsidiaries and is represented in more than 70 countries around the world. For more information about our award-winning solutions or to read the full story, visit http://www.cumminsallison.com.au/au/en/products/note-processing/jetscan-ifx-i400. Beyond Bank wins major national banking honour 2017-05-26T00:28:43Z beyond-bank-wins-major-national-banking-honour One of the nation’s largest customer owned banks has taken out a top honour at this year’s Australian Banking & Finance Retail Banking Awards. Beyond Bank Australia has won the highly prestigious Best Bank in Corporate Social Responsibility at a glittering ceremony in Sydney. The Bank was congratulated for showing that social responsibility has become a core part of its day to day business with innovative ideas that engage both staff and the local community. “This is a huge honour for us as we are driven by our desire to be the best bank for our community” said Robert Keogh, CEO, Beyond Bank. “It also comes just a year after we became the first bank in Australia to achieve B Corp status which shows we have met and continue to meet rigorous world standards of social, environmental performance.” Key highlights from Beyond Bank in 2016: ·        9% of net profit after tax was invested into community partnerships and programs ·        2992 hours volunteered by staff and customers in our community partnerships ·        17,600 community sector employees now use our salary packaging services ·        13 grants have now been issued to innovative businesses as part of the Beyond Bank Foundation’s Community Entrepreneur Program ·        2 community leave days and 3 work-life balance days provided to staff ·        4.2% reduction in overall greenhouse gas emissions “These numbers really sum up the way we do business, and they are possible because of the strong support we receive from the community, it’s an important part of our strategy of doing good by doing good” said Mr.Keogh. “It is a commitment that extends across our network from the staff at the front counter to the call centre to the executive team, we are driven by our values every day and use them to guide our decision making and help create a sustainable future. “It’s become part of our cultural DNA and that’s really exciting.” Accenture Makes Minority Investment in and Forms Strategic Alliance with Nomis Solutions, a Provider of Pricing and Profitability-Management Solutions to Retail Banks 2017-05-25T19:38:13Z accenture-makes-minority-investment-in-and-forms-strategic-alliance-with-nomis-solutions-a-provider-of-pricing-and-profitability-management-solutions-to-retail-banks NEW YORK; May 23, 2017 – Accenture (NYSE: ACN) has taken a minority position in and formed a strategic alliance with Nomis Solutions (Nomis), a leading provider of analytics-driven pricing and profitability-management solutions to retail banks. “As interest rates rise in many countries and retail banks shift to creating more individualized offers for consumers, analytics-based pricing is becoming an increasingly important tool, and Nomis has one of the leading analytics platforms in the market,” said Alan McIntyre, senior managing director and head of Accenture’s global Banking practice.  “The ability to understand preferences and price sensitivity and predict customer behavior and relationship value can help banks optimize their pricing at the individual customer level and deliver more personalized offers across a customer’s banking relationship – from savings and deposits to consumer loans and mortgages.” Under the alliance agreement, Accenture will be the preferred systems integrator for Nomis’ profitability-management solutions, providing implementation and systems integration, business consulting, support and maintenance, and business-process-integration services. The alliance will extend Accenture’s capabilities in the analytics pricing arena and provide Nomis with access to Accenture’s financial services industry expertise and global scale.  Headquartered in Silicon Valley, California, Nomis has been an innovator in price optimization since 2004. Nomis is the solution of choice for seven of the top 25 North American retail banks and continues to grow with over 30 deployments globally.  In Q1 2017 alone, nearly a trillion dollars in retail transactions were analyzed, priced and managed through Nomis’ SaaS platform, and more than 10,000 active frontline bankers used it to deliver personalized pricing to their end customers. Frank Rohde, CEO of Nomis, said: “Effective pricing – both setting it and communicating it – is one of the most powerful levers a bank has to drive value and create a positive customer experience. But doing it well requires deep analytics, scalable technology and real-world experience.  With less than 10 percent of retail banks using analytics-based pricing solutions, we are thrilled to team with Accenture to offer our solution to a broader array of banks. Together, we are well-positioned to take advantage of a tremendous market opportunity by combining Nomis’ ability to provide unique, real-time pricing at the customer level, with Accenture’s consulting expertise and track record for seamless systems integration.”  About AccentureAccenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With approximately 401,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.   About Nomis SolutionsNomis is a fast-growing Fintech software company that combines cutting-edge Silicon Valley approaches to big data, advanced modeling, and deep analytics into the industry-leading price optimization SaaS software platform. We help large and medium-sized retail banks better understand their customers and grow their businesses. We help these banks deliver win-win products and pricing in an environment that is increasingly competitive and highly disruptive. With experience in over 80 implementations, Nomis optimizes nearly $1 trillion in banking transactions annually and returns more than $300 million to its customers every year. To learn more about Nomis, please visit http://www.nomissolutions.com. Forward-Looking StatementsExcept for the historical information and discussions contained herein, statements in this news release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “may,” “will,” “should,” “likely,” “anticipates,” “expects,” “intends,” “plans,” “projects,” “believes,” “estimates,” “positioned,” “outlook” and similar expressions are used to identify these forward-looking statements. These statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied. These include, without limitation, risks that: the transaction might not achieve the anticipated benefits for Accenture; Accenture’s results of operations could be adversely affected by volatile, negative or uncertain economic conditions and the effects of these conditions on the company’s clients’ businesses and levels of business activity; Accenture’s business depends on generating and maintaining ongoing, profitable client demand for the company’s services and solutions including through the adaptation and expansion of its services and solutions in response to ongoing changes in technology and offerings, and a significant reduction in such demand or an inability to respond to the changing technological environment could materially affect the company’s results of operations; if Accenture is unable to keep its supply of skills and resources in balance with client demand around the world and attract and retain professionals with strong leadership skills, the company’s business, the utilization rate of the company’s professionals and the company’s results of operations may be materially adversely affected; the markets in which Accenture competes are highly competitive, and Accenture might not be able to compete effectively; Accenture could have liability or Accenture’s reputation could be damaged if the company fails to protect client and/or company data from security breaches or cyberattacks; Accenture’s profitability could materially suffer if the company is unable to obtain favorable pricing for its services and solutions, if the company is unable to remain competitive, if its cost-management strategies are unsuccessful or if it experiences delivery inefficiencies; changes in Accenture’s level of taxes, as well as audits, investigations and tax proceedings, or changes in tax laws or in their interpretation or enforcement, could have a material adverse effect on the company’s effective tax rate, results of operations, cash flows and financial condition; Accenture’s results of operations could be materially adversely affected by fluctuations in foreign currency exchange rates; Accenture’s business could be materially adversely affected if the company incurs legal liability; Accenture’s work with government clients exposes the company to additional risks inherent in the government contracting environment; Accenture might not be successful at identifying, acquiring, investing in or integrating businesses, entering into joint ventures or divesting businesses; Accenture’s Global Delivery Network is increasingly concentrated in India and the Philippines, which may expose it to operational risks; as a result of Accenture’s geographically diverse operations and its growth strategy to continue geographic expansion, the company is more susceptible to certain risks; adverse changes to Accenture’s relationships with key alliance partners or in the business of its key alliance partners could adversely affect the company’s results of operations; Accenture’s services or solutions could infringe upon the intellectual property rights of others or the company might lose its ability to utilize the intellectual property of others; if Accenture is unable to protect its intellectual property rights from unauthorized use or infringement by third parties, its business could be adversely affected; Accenture’s ability to attract and retain business and employees may depend on its reputation in the marketplace; if Accenture is unable to manage the organizational challenges associated with its size, the company might be unable to achieve its business objectives; any changes to the estimates and assumptions that Accenture makes in connection with the preparation of its consolidated financial statements could adversely affect its financial results; many of Accenture’s contracts include payments that link some of its fees to the attainment of performance or business targets and/or require the company to meet specific service levels, which could increase the variability of the company’s revenues and impact its margins; Accenture’s results of operations and share price could be adversely affected if it is unable to maintain effective internal controls; Accenture may be subject to criticism and negative publicity related to its incorporation in Ireland; as well as the risks, uncertainties and other factors discussed under the “Risk Factors” heading in Accenture plc’s most recent annual report on Form 10-K and other documents filed with or furnished to the Securities and Exchange Commission. Statements in this news release speak only as of the date they were made, and Accenture undertakes no duty to update any forward-looking statements made in this news release or to conform such statements to actual results or changes in Accenture’s expectations. Beyond Bank and IntegraPay partnership to transform banking solutions 2017-05-16T00:11:57Z beyond-bank-and-integrapay-partnership-to-transform-banking-solutions Payment specialist IntegraPay and Beyond Bank Australia have announced a unique collaboration which is set to deliver superior payment solutions to Beyond Bank’s business customers. IntegraPay’s integration with Beyond Bank’s payment system will offer e-commerce solutions including payments through websites, videos or phone transforming customers’ recurring and one off payment processes. In an Australian first, payments can also be accepted by video, which is particularly helpful to business and community organisations who rely on accepting payments in various methods. Importantly, the partnership between IntegraPay and Beyond Bank provides customers with peace of mind knowing their transactions are secure. IntegraPay’s Chief Executive Officer, Chris Urry said the partnership was the first of its kind for the company and with the integration set to come into full effect this month, customers would start to notice the roll out of services immediately. “We’re delighted to be partnering with Beyond Bank to offer their business customers and community partners a raft of payment solutions including recurring and one-off payments,” Mr Urry said. “Beyond Bank is one of Australia’s largest customer owned banks and IntegraPay is honoured to support and align our branding with theirs,” Mr Urry said. Nick May, General Manager Customer Experience, Beyond Bank said the partnership is further proof of the bank’s commitment to the community. “IntegraPay allows us to offer a number of solutions for our business and community partners to accept payments through online channels making it easier to manage and administer recurring and one-off payments.  “Payments through our customer’s website offer a seamless check out experience and can be easily integrated into their existing shopping carts or their accounting software. “We are always looking for innovative ways to make life easier for our customers and this will certainly improve business’ efficiency, increase revenue and reduce time spent on administration duties.” Whyalla Aged Care, has been trialling the technology integration with impressive results.  “As you would expect, with any pilot program we have had some challenges along the way, however the benefits for our organisation will greatly help with our efficiencies, help us simplify our processes and allow us to get back to doing what we do best, caring for our clients,” said CEO, Juanita Walker. Technology Finally Catches Up with Financial Services’ Customer-centric Vision 2017-05-13T14:57:10Z technology-finally-catches-up-with-financial-services-customer-centric-vision Auckland, NZ, and San Francisco – May 16, 2017 –  Nomis Solutions announced today that Frank Rohde, president and CEO, will be presenting at the Australian Retail Banking Summit 2017, which will be held in Sydney on May 25 and 26. Rohde’s presentation, “How Technology is Finally Making Customer-centricity a Reality,” reflects the Summit’s theme: “Retail: Ripe for Revolution.”“We’ve been talking about customer-centric banking for so long that bankers – and customers – have begun to dismiss it as hype,” says Rohde. “But there are banks today that are breaking down the potential barriers that threaten their relevance to consumers. Through data-driven agility and personalized client experience, these banks are delivering greater client satisfaction and stockholder value.” Rohde’s presentation, which is scheduled for Friday, May 26, at 12:15 p.m., will focus on three key areas that streamline customer experience by anticipating needs and reducing delays:- How banks are connecting the dots between digital and physical banking channels to drive sales enablement and customer experience- Using front-line offer intelligence to generate and manage personalized offers and become smarter over time with technology like artificial intelligence (AI)- Employee-facing solutions that empower representatives with Big Data analytics like price optimization and behavioral segmentation that have traditionally been relegated to the back office. Rohde will also be presenting an award at the 27th Annual Australian Retail Banking Awards, which recognize outstanding achievements in the retail banking sector. The black tie awards gala will be held May 25 at the Sheraton on the Park. A gold sponsor of the Australian Retail Banking Summit, Nomis is used by more than 10,000 bankers around the world, including large banks in APAC using its customer data-led technology solutions to improve the execution of product pricing across both mortgage and deposits portfolios. These solutions tackle both the front-end customer-facing product and price negotiation as well as the back-end analytical pricing. Nomis’ regional headquarters is located in Auckland. About Nomis SolutionsNomis is a fast-growing Fintech software company that combines cutting-edge Silicon Valley approaches to big data, advanced modeling, and deep analytics into the industry-leading price optimization SaaS software platform. We help large and medium-sized retail banks better understand their customers and grow their businesses. We help these banks deliver win-win products and pricing in an environment that is increasingly competitive and highly disruptive. With experience in over 80 implementations, Nomis optimizes over $1 trillion in banking transactions annually and returns more than $300 million to its customers every year. To learn more about Nomis, please visit http://www.nomissolutions.com. FinPal Australia’s first FinTech solution certified for Microsoft AppSource 2017-04-29T01:10:28Z finpal-australia-s-first-fintech-solution-certified-for-microsoft-appsource Australian financial planning software provider, FinPal, today announced its financial planning software solution is available on Microsoft AppSource. FinPal’s financial planning software is a sophisticated client & business management system – built upon Microsoft’s cloud-based services Office 365, Microsoft Dynamics, Microsoft Azure and Microsoft Power BI – providing a comprehensive set of financial planning, intelligence reporting, and management tools through one platform. Businesses will now be able to download FinPal’s software through Microsoft AppSource, a platform connecting enterprises with tailored business solutions helping them make smarter and faster business decisions. By making its software available for download on the platform, FinPal is extending its reach to organisations across the globe. “The submission process for AppSource was very thorough, which is a credit to Microsoft. They’re obviously committed to building a high-quality ecosystem of business applications.” said Stephen Handley, Founder and CEO, FinPal. “We’re extremely pleased to have been accepted. As well as validating the quality of our solution, being on AppSource makes it easy for businesses to get up and running quickly with our software. In about 15 minutes we can set someone up all the necessary Microsoft & FinPal software components”   FinPal will initially focus on building its customer base in Australia, but plans to expand into new geographies in the future. “As an Australian company, we’ve designed our product first for the Australian market. However, financial planning concepts such as cash flow, debt & assets are universal so, through the global reach of AppSource, we’ll be able to help financial services businesses everywhere increase profitability by being more organised, efficient and delivering better client outcomes.” added Handley.       “FinPal is a great example and advocate of how technology empowers organisations and individuals to achieve more. The close integration with a range of Microsoft cloud technologies allows FinPal to focus on innovating in ways existing software providers would find extremely difficult and costly, while AppSource delivers significant growth opportunities for the business,” said Sophie Corker, Business Apps Group Lead, Microsoft Australia.  Further information about FinPal’s financial planning software is available on their website www.finpal.com.au  Release Info For further information or to arrange an interview with Stephen Handley, please contact: E: stephen@finpal.com.au P: 0458 224 427 About FinPal FinPal is a fully integrated, cloud based, financial planning software that is enabling modern financial planning businesses to realise a new potential.   Our revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business.   At the heart FinPal’s system is a customised version of Microsoft’s, enterprise grade, Dynamics CRM, ensuring reliability and scalability. Integration with Outlook, Sharepoint and other Microsoft software is seamless. Extending Dynamics already rich feature set, FinPal has added all the essential financial planning features to deliver a solution that is instantly useful out of the box but easily customised for unique business needs. FinPal’s value proposition is simple. Through a truly integrated financial planning software solution it will help financial planning businesses become more profitable Hunter United Credit Union and Beyond Bank announce plans to merge 2017-04-28T01:40:53Z hunter-united-credit-union-and-beyond-bank-announce-plans-to-merge Customers will be the big winners from a proposed merger between Hunter United Employees’ Credit Union and Beyond Bank Australia. The two organisations have now signed a Memorandum of Understanding. The merger will undergo due diligence, regulatory approval and Hunter United member approval and subject to this, is expected to take place in late 2017. Hunter United CEO Tim Blomfield said the merger will offer expanded services and more branches to members of both organisations across the Hunter. Mr Blomfield said all future decisions will be taken with the best interests of the members and staff of both organisations. He said there will be no job losses and more development opportunities for local staff. “Our business has been growing and we are in a good financial position but this merger gives us a combined strength to offer existing and new members the changing products and services they want.  “Competition is intensifying and regulatory and other costs increasing, so we recognised that merging with a like-minded organisation is the best way to continue to best serve our members,” said Mr Blomfield. “Once the due diligence process is complete by the end of June, we will be talking to members more closely about the detail and seeking their approval.” Beyond Bank’s Chief Executive Officer, Robert Keogh agreed, saying the Boards of both organisations also shared a strong cultural alignment and similar strategic aims. “As customer owned organisations, we are both committed to members, staff and the local community and together, we will have an even greater capacity to develop financial solutions that offer the best value to members,” said Mr Keogh. “Our Bank has a strong position in the national financial services market and this proposed merger will build on our commitment to regional Australia and provide a very clear alternative in the market for customers in the Hunter.“ “Both organisations also have strong relationships with local communities and we look forward to expanding and developing community programs once the merger is finalised.” Hunter United has approximately 9,000 members and assets worth $300 million. Beyond Bank has over 200,000 customers and assets under management of approximately $5 billion. Hunter United’s seven local branches complement Beyond Bank’s existing network which covers Wagga Wagga, the ACT, Hunter and Riverina regions, regional South Australia, Adelaide and Perth. Banking on a sustainable future for our regions 2017-04-20T04:48:44Z banking-on-a-sustainable-future-for-our-regions Through its partnership with Landcare NSW, Regional Australia Bank is continuing to lead the way in Corporate Social Responsibility, donating $1 for every member that switches to online statements. Over the last four years, Regional Australia Bank has donated over $18,000 to Landcare NSW, a contribution State Landcare Coordinator Sonia Williams says is vital to local Landcare groups. “Without Regional Australia Bank’s support, many local Landcare groups would not be able to undertake their environmental conservation, education and sustainable agricultural projects,” Ms Williams said. “Regional Australia Bank’s contribution not only helps us to assist groups showcase their projects and build connections with their community, it also helps us fund important training to show them how they can widen their net of potential funding to help deliver their projects.” This financial year alone, six local Landcare groups, across Regional Australia Banks service regions, were the recipients of this much-needed support - support that has ensured the success of their projects. They include Southern New England Landcare – Frog Dreaming project; Congewai Valley Landcare – Regent Honey Eater project; Wollombi Valley Landcare Field Day – Meeting of the Waters project; Landcare NSW - Crowd-Funding Training workshops; Manning Landcare - Farm Gate Tour and the Murrurundi Landcare Tidy Towns Committee – Page’s River Warrior project. Regional Australia Bank CEO Kevin Dupé said: “Regional Australia Bank is proud to have contributed to these worthwhile projects through our partnership with Landcare NSW.” “As a bank we are committed to setting ourselves significant sustainability goals that will help ensure the future of our communities. We also endeavor to inspire and empower our members to make ethical decisions of their own and it is heartening to see so many already doing so by making the switch to online statements.” Through partnerships like this, Regional Australia Bank is acutely aware of the role it can play by encouraging sustainability and it seems, others are now taking notice of this ingenuity too. “Recently, a member of our Executive Management Team, Darren Schaefer was awarded a scholarship to take part in the Prince of Wales Leadership in Sustainability Programme through the University of Cambridge,” said Mr Dupé. “This programme recognises influential senior leaders operating at a strategic level within sustainability and arms them with knowledge and techniques to address key sustainability challenges in a practical way.” The Bank also recently held its second Sector Sustainability Summit in Sydney with other like-minded institutions - discussing the establishment of sector benchmarks for sustainability reporting, reviewing best practice and exploring collaboration opportunities around the UN Sustainable Development Goals. Mr Dupé says this is all part of the bank’s ongoing focus to minimising its own impact on the environment and maximising social and environmental returns to its regional communities, in the same way its partnership with Landcare NSW has done. - Ends - Contact: Sara Crowe, C7EVEN Communications, 02 6766 4513 / 0438 197 559 It is requested that Regional Australia Bank is not shortened to an acronym and always referred to in full as Regional Australia Bank. Image caption: Lucinda Chapman (Landcare NSW) and Kevin Dupe (CEO, Regional Australia Bank) at the Armidale Creeklands Suite 4 Technology Park, Madgwick Dr, Armidale NSW 2350 Australia Phone: 02 6776 0000 Datto hires Ryan Weeks as Chief Information Security Officer 2017-03-23T00:30:00Z datto-hires-ryan-weeks-as-chief-information-security-officer Sydney, Australia – March 23, 2017 – Datto, a leading provider of total data protection solutions for businesses around the world, today announced the hiring of Ryan Weeks as Chief Information Security Officer. Weeks will drive the company’s information security initiatives to ensure that the company’s products continuously meet the demanding challenges of Datto’s Managed Service Providers (MSPs) and their customers. He will also be responsible for continuing to develop and maintain the company’s security program roadmap and extending partnerships with MSPs. Weeks will report to Robert Gibbons, Chief Technology Officer.   “Datto strives to exceed the expectations that we jointly set with all of our MSPs, and our data protection technologies are unparalleled in safeguarding essential business data from evolving cyber-threats,” stated Gibbons. “Ryan brings a comprehensive skillset and proven success record that will play a critical role in helping Datto ensure the security of its core products, to deliver the highest standards for our partners.”   According to a recent study commissioned by Babson College, nearly 80 percent of small companies recognise the importance of technology as a means for growing their business and more than 40 percent feel ill-prepared, or have fallen victim to, cyber-attacks.1   “Datto is laser-focused on helping MSPs serve the business continuity, disaster recovery and networking needs of their small-to-medium business customers,” stated Weeks. “I’m eager to build upon Datto’s vision to ensure our solutions provide the level of protection our MSP partners demand and to minimise IT risks for their customers through a pre-emptive, proactive approach.”    Prior to joining Datto, Weeks served as Vice President and Associate Director at FactSet Research Systems, a provider of financial data and analytic applications for investment management and investment banking professionals. Weeks served in a blended management and technical capacity in the security infrastructure and assurance department. He successfully managed the company’s information security program, designed to protect data provided by the world’s largest financial institutions. Weeks also served as a security consultant at Ajilon Consulting. A graduate of Northeastern University, Weeks earned a Master’s degree in information assurance.  About Datto Datto protects business data and provides secure connectivity for tens of thousands of the world's fastest growing companies. Datto's Total Data Protection solutions deliver uninterrupted access to business data on site, in transit and in the cloud. Thousands of IT service providers globally rely on Datto's combination of pioneering technology and dedicated services to ensure businesses are always on, no matter what. Datto is headquartered in Norwalk, Connecticut and has offices in Rochester, Boston, Portland, Toronto, London, Singapore and Sydney.  Media Contacts Amanda Conroy/Amy Rathbone Espresso Communicationsdatto@espressocomms.com.au +61 2 8016 2200   1 State of Small Business in America 2016 MEDIA RELEASE: Moneytree Completes a JPY 1 Billion Funding Series B Funding Round 2017-03-21T21:30:00Z media-release-moneytree-completes-a-jpy-1-billion-funding-series-b-funding-round-2 MEDIA RELEASE 22 March 2017 Moneytree Completes a JPY 1 Billion Funding Series B Funding Round: SBI Investment and major regional banks join mega bank-affiliated venture  capital firms and a leading UK asset management company as investors Moneytree KK (Shibuya, Tokyo) has completed a Series B funding round that will drive its further expansion in the rapidly developing global fintech industry, including entering the Australian market within the coming months. The development paves the way for unprecedented connectivity across the financial services sector with Moneytree providing tools and services that enable individuals and businesses to aggregate and control all their financial data in a single place.  Moneytree will use the funding to add functionality to its popular personal finance management app, as well as to invest in deepening the capabilities of its Moneytree LINK platform (https://link.moneytree.jp) that connects financial institutions and customers through a permission-based data-sharing platform.  Moneytree CEO Paul Chapman said: “We are accelerating Moneytree’s growth to deliver seamless access to Japan’s financial services. In coming months, we will expand beyond the Japanese market and become a regional player, working for positive change, and cementing a position as the most trusted financial data portability platform.” Funds were raised from SBI Investment Co., Ltd., Fukuoka Technology Partners Co., Ltd., Hiroshima Venture Capital Co., Ltd., Senshu Ikeda Capital Company Ltd., and noted British asset management company Baillie Gifford & Co., as well as reinvestment from Series A round investors Mizuho Capital Co., Ltd., SMBC Venture Capital Co., Ltd., and salesforce.com, inc. The total amount raised exceeds JPY 1 billion. SBI Investment Co., Ltd. led the round.  The participation of British asset management company Baillie Gifford & Co. signals a significant step forward in Moneytree’s plans for overseas expansion.  Moneytree LINK has secured over twenty customer and partner companies since 2015. Japanese ‘mega banks’ Mizuho Bank Ltd and Sumitomo Mitsui Banking Corporation have adopted Moneytree LINK, with leading regional bank Senshu Ikeda also on the platform.  Moneytree LINK powers solutions from ten accounting software providers, making it the number one platform in the Japanese accounting industry. Moneytree will increase headcount across the organisation, including Development, Platform, Sales, Marketing and back office.  Mr. Chapman added: “As the fintech market expands rapidly, Moneytree remains focused on our core values of security, privacy, and transparency. As a platform, we will continue to maintain neutrality with regards to partner type, vertical, and even size.” -ends- About Moneytree Moneytree KK was founded in 2012 in Japan with the mission of bringing consumers, small businesses, and banks closer together. The Moneytree mobile app, introduced in 2013, allows users to automatically manage their bank accounts, credit cards, electronic money, mileage, points, and securities all together in one place on mobile and desktop. The app was awarded Apple’s App Store “Best of” in 2013 and 2014.  In 2015, Moneytree launched Moneytree LINK, a service that connects financial institutions and customers through a permission-based data sharing platform. It is aimed at creating value in the fields of accounting, finance, real estate rent management, automobile maintenance, expense settlements, invoice issuance, and asset management.  That same year, Moneytree received an unprecedented round of simultaneous investment by the venture capital arms of all three Japanese mega banks. Moneytree was also chosen by IBM as its first official Fintech API partner, and selected for MasterCard’s Start Path accelerator program.  Please address media inquiries to: AUSTRALIA Eric Robledo Honner TEL: +61 02 8248 3739 E-mail: eric@honner.com.au     JAPAN Kaori Kitakata Moneytree KK Communications Officer TEL: +81 03-4588-0621  E-mail: press@moneytree.jp URL: https://moneytree.jp MEDIA RELEASE 22 March 2017 Moneytree Completes a JPY 1 Billion Funding Series B Funding Round: SBI Investment and major regional banks join mega bank-affiliated venture  capital firms and a leading UK asset management company as investors Moneytree KK (Shibuya, Tokyo) has completed a Series B funding round that will drive its further expansion in the rapidly developing global fintech industry, including entering the Australian market within the coming months. The development paves the way for unprecedented connectivity across the financial services sector with Moneytree providing tools and services that enable individuals and businesses to aggregate and control all their financial data in a single place.  Moneytree will use the funding to add functionality to its popular personal finance management app, as well as to invest in deepening the capabilities of its Moneytree LINK platform (https://link.moneytree.jp) that connects financial institutions and customers through a permission-based data-sharing platform.  Moneytree CEO Paul Chapman said: “We are accelerating Moneytree’s growth to deliver seamless access to Japan’s financial services. In coming months, we will expand beyond the Japanese market and become a regional player, working for positive change, and cementing a position as the most trusted financial data portability platform.” Funds were raised from SBI Investment Co., Ltd., Fukuoka Technology Partners Co., Ltd., Hiroshima Venture Capital Co., Ltd., Senshu Ikeda Capital Company Ltd., and noted British asset management company Baillie Gifford & Co., as well as reinvestment from Series A round investors Mizuho Capital Co., Ltd., SMBC Venture Capital Co., Ltd., and salesforce.com, inc. The total amount raised exceeds JPY 1 billion. SBI Investment Co., Ltd. led the round.  The participation of British asset management company Baillie Gifford & Co. signals a significant step forward in Moneytree’s plans for overseas expansion.  Moneytree LINK has secured over twenty customer and partner companies since 2015. Japanese ‘mega banks’ Mizuho Bank Ltd and Sumitomo Mitsui Banking Corporation have adopted Moneytree LINK, with leading regional bank Senshu Ikeda also on the platform.  Moneytree LINK powers solutions from ten accounting software providers, making it the number one platform in the Japanese accounting industry. Moneytree will increase headcount across the organisation, including Development, Platform, Sales, Marketing and back office.  Mr. Chapman added: “As the fintech market expands rapidly, Moneytree remains focused on our core values of security, privacy, and transparency. As a platform, we will continue to maintain neutrality with regards to partner type, vertical, and even size.” -ends- About Moneytree Moneytree KK was founded in 2012 in Japan with the mission of bringing consumers, small businesses, and banks closer together. The Moneytree mobile app, introduced in 2013, allows users to automatically manage their bank accounts, credit cards, electronic money, mileage, points, and securities all together in one place on mobile and desktop. The app was awarded Apple’s App Store “Best of” in 2013 and 2014.  In 2015, Moneytree launched Moneytree LINK, a service that connects financial institutions and customers through a permission-based data sharing platform. It is aimed at creating value in the fields of accounting, finance, real estate rent management, automobile maintenance, expense settlements, invoice issuance, and asset management.  That same year, Moneytree received an unprecedented round of simultaneous investment by the venture capital arms of all three Japanese mega banks. Moneytree was also chosen by IBM as its first official Fintech API partner, and selected for MasterCard’s Start Path accelerator program.  Please address media inquiries to: AUSTRALIA Eric Robledo Honner TEL: +61 02 8248 3739 E-mail: eric@honner.com.au     JAPAN Kaori Kitakata Moneytree KK Communications Officer TEL: +81 03-4588-0621  E-mail: press@moneytree.jp URL: https://moneytree.jp   Sydney surfer startup founder is behind the world-hit contactless payment sunglasses 2017-03-16T11:34:39Z sydney-surfer-startup-founder-is-behind-the-world-hit-contactless-payment-sunglasses An Australian startup has been revealed as the key technology partner of new contactless payment sunglasses which have led to a world sensation after being unveiled at the iconic South by Southwest (SXSW) Festival. Global payments giant Visa unveiled the WaveShades sunglasses to an international audience at the festival in Austin, Texas. The unveiling has attracted television and online media attention across the globe. The fascinating and little-known back story however is that FinTech Australia member Inamo came up with the sunglasses payment concept and provided the near field communication (NFC) chip which is powering the WaveShades. Inamo founder Peter Colbert, a former agent for international surfing stars and still a keen surfer, thought of the contactless payment sunglasses after surfing with friends at Manly beach last year, near his home on Sydney’s northern beaches. “It was my turn to pay for a round of coffees with friends and I realised I didn’t have any wallet or cash to pay,” Mr Colbert said. “I had a light bulb moment and thought ‘wouldn't it be great if I could go surfing, even go for a run or bike ride and not have to carry my wallet or mobile phone’.” “Given that Australia is world-renowned for its beaches and surfing culture, it only makes sense that we are the leaders when it comes to inventing wearable, waterproof technology that does away with cash, cards and wallets.” Mr Colbert then developed the Inamo Curl, a waterproof payment wearable that can be attached to watch and fitness bands and is compatible with any Visa PayWave terminals. The chip used in the Inamo Curl is the same chip embedded in the arm of the WaveShades sunglasses unveiled at SXSW. "I'm really proud as an Aussie startup that Visa chose our payment platform to promote their WaveShades sunglasses at such a prestigious event like SXSW,” Mr Colbert said. “I wish I could have been there but we are collaborating with Visa to promote the WaveShades at the WSL Quiksilver Pro on the Gold Coast this weekend. “Using Inamo's technology in sunglasses is a logical extension of our mission to move people's wallets to a variety of wearables that suit their lifestyle.” FinTech Australia CEO Danielle Szetho welcomed Inamo being profiled on the global stage and said it reinforced Australia’s credentials as a world leader in contactless payments. “Inamo’s rapid growth comes on the back of the fact that Australia has the strongest market penetration of contactless payments in the world,” she said. “Australians are world-renowned early adopters of new technology and that helps make the Australian market such an exciting test and development location for new fintech products.” Earlier this year, hundreds of people attending music festivals across five Australian cities trialled the WaveShades sunglasses, as part of another collaboration with Visa. Visa’s media statement on this is available here. Inamo was a founding resident of the Stone & Chalk fintech startup incubator based in Sydney, Australia. Stone & Chalk is Australia’s only dedicated fintech incubator. Watch a Stone & Chalk video about Peter Colbert talking about how he started Inamo here. About FinTech Australia FinTech Australia is a national association for the Australian FinTech Startup community. Our vision is to make Australia the leading market for FinTech Innovation and Investment by working with both sides of Government, Industry and the Australian FinTech community to create a supportive environment and partner ecosystem in Australia and abroad. Media Contact Peter Colbert Founder & CEO INAMO Level 2, 50 Bridge Street, Sydney NSW 2000 Suite 203, 360 Forest Avenue, Palo Alto CA 94301 (0418) 481 133 Email: peter@inamo.com Danielle Szetho Chief Executive Officer FinTech Australia Ph. 0414075423 Email: danielle@fintechaustralia.org.au Mark Skelsey Head of PR and Communications FinTech Australia Ph. 0403197523 Email: mark@fintechaustralia.org.au Datto launches new Global Partner Program to accelerate growth for managed service providers 2017-03-10T00:30:00Z datto-launches-new-global-partner-program-to-accelerate-growth-for-managed-service-providers Sydney, Australia – March 10, 2017 – Datto, a leading provider of total data protection solutions for businesses around the world, today announced the launch of its new Global Partner Program. As a channel only organisation, the MSP community is always the top priority for Datto. With more than 6,000 partners across the globe, Datto listened and acted on essential feedback from the MSP ecosystem to create the new program. The Datto Global Partner Program was developed to accelerate partners’ business growth with actionable enablement programs focused on sales and marketing.  Datto’s overarching goal of the program is to further invest in the MSP community with more training, education and resources to empower partners with the tools they need to be successful.     Building on the prior award-winning Datto partner program, the new program includes business planning, commercial and technical education sessions, enhanced training and onboarding best practices, as well as access to Datto’s business continuity, disaster recovery and managed networking solutions. The program structure benchmarks partners by monthly recurring revenue in four new tiers: Business, Professional, Enterprise, and Blue.   Some of the program highlights include: MarketNow: A marketing automation platform designed for non-marketers, with pre-built promotional campaigns, co-branded and customisable collateral, and streamlined social media content to communicate with clients and prospects at the right time with the right message to grow their business. Benchmark Analysis: Partners will have the opportunity to evaluate their businesses against new research and benchmarks from top Datto Partner performers, identifying opportunities for growth and training with their Datto Account Managers. Not for Resale (NFR) Program: Datto’s NFR Program supports and empowers partners to perform live demonstrations for customers with discounted device programs for internal use or demos. Partners are now able to receive one NFR device per product family to experience it all. Advanced Sales Tactics Training: This new course focuses on the benefits and opportunities of going up market and unique sales strategies for mid-market organisations. “Our partnership with Datto is about more than technology solutions. From day one, Datto has enabled Ash Creek to grow our business,” said Joseph Cichowski, Vice President of Marketing for Ash Creek, a Datto partner. “Now, with access to the MarketNow platform, we'll have a marketing automation tool right at our fingertips to empower us to do even more. Ash Creek was consulted in the vendor evaluation process for this exciting new marketing platform, and we appreciate that Datto invests so heavily in its partners' success.”   “This new program allows us to engage with our partners on a much deeper level, empower them with the tangible tools and resources they need to be successful, and motivate them with fresh, new benefits,” said Sue MacGregor, Director of Partner Marketing for Datto. “Our partners have grown at a tremendous pace and it’s a necessity that our enablement programs evolve in lockstep to further support their business growth and success.”   The Datto Global Partner Program encompasses four partner levels: Business, Professional, Enterprise and Blue. To learn more about Datto’s Partner Program and new upgrades, register for the webinar happening today, March 10, 2017.  About Datto: Datto protects business data and provides secure connectivity for tens of thousands of the world's fastest growing companies. Datto's Total Data Protection solutions deliver uninterrupted access to business data on site, in transit and in the cloud. Thousands of IT service providers globally rely on Datto's combination of pioneering technology and dedicated services to ensure businesses are always on, no matter what. Datto is headquartered in Norwalk, Connecticut and has offices in Rochester, Boston, Portland, Toronto, London, Singapore and Sydney. Learn more at www.datto.com.  Media contacts Amanda Conroy/Amy Rathbone Espresso Communicationsdatto@espressocomms.com.au +61 2 8016 2200 Partners In Planning chooses FinPal’s new Financial Planning Fintech Solution 2017-03-06T12:11:38Z partners-in-planning-chooses-finpal-s-new-financial-planning-fintech-solution Partners In Planning, a self-licensed financial advice business, has selected FinPal’s cutting edge financial planning software solution to help power business growth. According to Partners In Planning founder and principal adviser, Paul Pellegrino, FinPal’s comprehensive features, ease of use and tight integration with Microsoft Office 365 aligned perfectly with his business objectives. “In order to build a business that exceeds our clients’ expectations, while also remaining profitable, we knew we needed a software system that would make it easy to manage all aspects of our business. After reviewing numerous options, we settled on FinPal’s solution because it was built by advisers who understand the needs of a modern financial planning business. FinPal’s CRM is easy to use and tightly integrated with other Microsoft software. Their modern client portal & rich business intelligence reports will be instrumental in helping us achieve our goals” FinPal’s founder and CEO, Stephen Handley, said Partners In Planning is an ideal partner in this early stage of the company’s growth. “We’ve been using FinPal in our own financial planning business for the past 3 years, so it’s easy for us to articulate the benefits. By working with an innovative business like Partners In Planning, we know we’ll receive valuable feedback, which will allow us to improve the software even more” Over the next 6 months, FinPal is planning a limited release of its software to a small number of firms, followed by a full release to the broader market in late 2017. “I fit squarely into the ‘under promise and over deliver’ camp. By taking a hands on approach during the transition to FinPal, we’ll ensure our customers receive maximum value as quickly as possible. Once we’ve tested our migration process, and can ensure a quick and smooth transition, we’ll be in a position to deliver the same positive experience more broadly.” “A phased rollout allows us to reward early adopters with reduced licensing fees and an opportunity to participate in any capital raising we undertake.” Further information about FinPal’s financial planning software is available on their website www.finpal.com.au Release Info For further information or to arrange an interview with Stephen Handley, please contact: E: stephen@finpal.com.au P: 0458 224 427 About FinPal FinPal is a fully integrated, cloud based, financial planning software that is enabling modern financial planning businesses to realise a new potential. Its revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business. At the heart FinPal’s system is a customised version of Microsoft’s, enterprise grade, Dynamics CRM, ensuring reliability and scalability. Integration with Outlook, Sharepoint and other Microsoft software is seamless. Extending Dynamics already rich feature set, FinPal has added all the essential financial planning features to deliver a solution that is instantly useful out of the box and easily customised for unique business needs. FinPal’s value proposition is simple. Through a truly integrated financial planning software solution, they will help financial planning businesses become more profitable and deliver better outcomes for their clients. About Stephen Handley Stephen Handley is the CEO and founder of FinPal (www.finpal.com.au) and Managing Director and Financial Adviser at miPlan Advisory (www.miplan.com.au). His diverse experience includes roles as an adviser, financial software consultant and general manager. Prior to joining the financial services industry, Stephen spent 12 years in the United States, working in various software/technology roles at both smaller start-up companies and corporate giants Texas Instruments and Microsoft. Disappointed by the lack of real value in existing financial planning software offerings, Stephen decided to combine his expertise in software and financial services to develop a software solution that would help him manage his own financial advice business more efficiently. FinPal is a result of these efforts, and Stephen is extremely excited to now make FinPal available to other businesses. About Partners In Planning Partners In Planning (www.partnersinplanning.com.au), an independently owned Financial planning business, was founded to meet the growing need of client focused advice. They pride themselves on a ‘Client First’ philosophy. About Paul Pellegrino Paul Pellegrino is the founding partner of Partners in Planning. He has more than 12 years’ experience in financial services. His qualifications include: ·        Certified Financial Planner(CFP)® ·        Graduate Diploma in Financial Services FINSIA. ·        Dual Bachelor degrees in Business (Finance) & Arts ·        Senior Associate of Financial Services Institute of Australasia Paul also sits on the Financial Planning Association’s Education Committee for CFP 1 Ethics in Financial Planning.