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3 Financial Mistakes You Don’t Know You Are Making

Daphne Veras on Feb 27, 2014

What’s worse than making a mistake?

Easy. Making a mistake that you don’t know about.

It’s dressing inappropriately for a job interview. It’s looking extremely orange on pictures from the excessive use of fake tanner. Or the inappropriate use of the terms their, there, and they’re on your public social media posts.

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3 Smart Ways to Keep Your Finances in Check

Daphne Veras on Jan 03, 2014


OK, show of hands.

Who starts developing a new financial plan as part of their New Year resolution in December, starts executing it in January, and totally forgets it come February?

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How Technology Can Save You Money

Sarah Kaufman on Sep 13, 2013

Think technology is just for adding friends, finding followers and taking pictures? Think again. Today’s advancements in technology can actually save you big bucks on the stuff you buy every day. Here’s how:

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Today’s Must-Have Banking Tools

Daphne Veras on May 29, 2013


As with every big change, every time a new banking technology is introduced we are skeptical to try it out. It’s not until the techies and first adopters give us the thumbs up that we feel comfortable using and integrating it into our everyday lives.

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Presos and Demos Doubleheader (May 28th)

Daphne Veras on May 22, 2013

Refundo Mobile

On the heels of  Finovate, we’re gearing up for our next set of events. So next Tues, May 28th, we’ve got a great doubleheader in store for you!
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Refundo at FinovateSpring 2013 - Demo Day

Daphne Veras on May 17, 2013

Wednesday (demo day) was a big day for us. We kicked off with not enough sleep. Then woke up to our press release hitting the newswires in the morning announcing the launch of our mobile banking app at Finovate.

We headed over to the venue, had a quick breakfast and a few meetings before sitting down for some morning demos. Noticeably, there was less buzz and energy in the air… Typical for a day 2.

We had some good conversations during our first break before Roger took the stage in the second session. Luckily, there were still a good number of folks in the audience.

We were all very proud of Roger’s delivery. We were live streaming him to our team back in the east who were cheering him on. His practice obviously helped and soon you’ll be able to view it yourselves via the Finovate archives. (We’ll be sure to post a link here when it’s ready.)

We are all very grateful for the positive feedback and support we received after his performance. And although we fell short of Best of Show, we pride ourselves on bouncing back and will try again next time!

We’re optimistic that we have a good platform to build off of, and that some of our initial conversations with potential partners will pay off via value-added services to our customers. At the end of the day, that’s who we’re working so hard for.

We captured lots of great moments on camera for you (below), enjoy! And don’t forget to download your app if you haven’t already. Until next time :-)


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Refundo's FinovateSpring 2013 Trip - Day 2

Daphne Veras on May 15, 2013

What a great day! We started off with a quick breakfast before settling in for some awesome pitches and demos. Some of our favorites included EyeVerifyTrustEggTSYSVenmo Touch by Braintree and more. Incredible innovation going on in the financial sector!

We also had a blast meeting folks from all walks. From innovators to banking partners to policy advisors to supporters of our mission.. it’s been really great getting to know everyone and seeing firsthand how the industry is evolving.

Some of the most interesting themes for us are international payments, how remote check deposit and mobile bill pay are driving branchless banking, and how big data is transforming traditional processes and customer understanding.

After a great networking session at the end of the day, we headed over to Intuit’s Apprising event. Great people, vibe, drinks and appetizers made this a supreme event. They were also making custom shirts for attendees (cool) and what I liked most was how they were going head-to-head with Yodlee with their “Partner Platform”. Slightly bummed that we didn’t bump into anyone from their tax side (e.g. ProSeries, Lacerte), but not entirely unexpected.

From there, dropped off Roger for a business dinner with lawyers while Daphne and I stumbled upon a soul food / jazz bar called Biscuits and Blues. Great music by a very energetic group, and crispy southern fried chicken. Must check it out. After a long day, headed back to hotel and straight to bed.

Today, we issued our press release and excited to have Roger present. We’re lucky to have some important meetings lined up and excited to meet more folks before flying home tonight.

Stay tuned for our Finovate video to be released soon! And show our cause some love on Twitter or Facebook!!

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Refundo at NY Tech Day - Round 2

Daphne Veras on May 01, 2013

Last week, we exhibited at the 2nd annual NY Tech Day, a gathering of NY’s finest tech startups at the Westside Highway’s Pier 92. This was our second year attending the event, and it was probably twice as big, if not bigger, than last year’s at the Lexington Armory. We’re amazed by the vibrancy of the NY tech startup community and how it’s thriving.

We had a great time getting our booth and materials set up, including our $100 bill cutout and our foam flooring which were hits. We decided to do away with the standard table setup in favor of a smaller stand to distribute some materials and candy. Like the products and services we offer, we always strive to be unique, functional, and simple. Shout out to all the folks who stopped by to say hello including MasterCard, UK Trade and Investment, American Express, and others.

It was good being on the road again.. our first trade show of the year! Next up: Finovate + Mobile Banking and Underbanked conferences in Miami. Then, of course, we’ve got some great stuff lined up for our fans at the IRS trade shows. It’s amazing to think back on how far we’ve come in just a year, and we’re hopeful that our hard work and focus will yield further dividends in over the rest of the year.

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Mobile Banking for Everyone

Daphne Veras on Apr 22, 2013

For the past year, we’ve been working hard to leverage financial technology and innovation in designing breakthrough products that could potentially improve millions of lives.

This morning marked a milestone for Refundo as we announced that we’ll be presenting at FinovateSpring 2013 in San Francisco! We’re honored to have been invited and super excited to be demo’ing our mobile banking app live and onstage. This mobile banking app is custom tailored to target the unique needs of the underserved, and will help them stay in control of their money. We would love it if we can do our small part in helping promote economic and social progress, which we think is a very achievable goal given the circumstances.

If you happen to be in San Francisco in mid-May, please stop by and say hello. If not, we’d love to hear from you and how you think we can best help the financially underserved. What would you prioritize?
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"Banking" On The Underbanked: To Serve The Underserved

Ross Wolfe on Feb 08, 2013

Stuffing too much money under your mattress? You might be underbanked

Arjan Schütte has some pretty bold opinions, and he’s not afraid to speak his mind.  For this, he doubtless deserves to be praised.  And we certainly thank him for his openness in granting us an interview.

Still, there’s some evidence and opposing viewpoints that would seem to run counter to his claims regarding the underserved — the unbanked and underbanked, for those unfamiliar with the industry jargon — and the possibilities of mobile technologies.  So it’s not entirely beyond the pale that we might gently critique a few of his assertions with counterevidence we’ve come across. 

For example, Arjan at one point makes the following blanket statement:

I don’t see the [major] banks trying to serve [the underserved].  Minor initiatives and feel-good efforts around the edges, sure.  Nothing at scale.  For tens of millions of people, the bank will never be an attractive solution.  For thousands of banks, these potential customers will never be attractive.

Michelle Parks of Crain’s Cleveland Business sees things otherwise.  In an article written last September, “Lenders go after ‘Underbanked’ to fill Revenue Gap,” she noted that the unbanked and underbanked have increased in number of late, especially during the recent (ongoing) recession.  Parks cites James Thurston, spokesman of the Ohio Bankers’ League, as having indicated “[t]here’s a lot of growth potential for the banks.  We’re not talking a few thousand people.” 

Nor does it end there.  Parks has done her homework.  In dialogue with Bruce Murphy, the president of Community Development Banking at KeyBank, a company that has offered products and services to the underserved since 2004, the subject of the so-called “MegaBanks” came up.  Murphy asserted:

There is an awakening in traditional financial institutions that they can no longer ignore this segment.  I think two years ago, people were saying, “OK, guys, we have to pay attention to this.”  Things are coming to market now.

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