"Brandon McGee, Industry Insider, Mobile Banking Guru...He is not only the real deal, a genuine industry insider, but also knows exactly what's on the minds of financial service pros as they contemplate the various mobile options." - Jim Bruene, Publisher & Founder, Online Financial Innovations

"Going Mobile. Local executive carves niche as national expert on fast-growing banking-industry technology trend" - Scott Olson, Indianapolis Business Journal (IBJ)

"Brandon McGee, the industry's unofficial ambassador for mobile banking" 

Sunday, August 24, 2008

Quicken Mobile - Beam

On Friday I received this alert that Intuit had released a new mobile aggregation tool.

Intuit Releases Mobile Account Aggregation Tool
"Quicken Beam is designed to let users access their account information via mobile devices. Intuit (Mountain View, Calif.) has released a beta version of Quicken Beam, a service that allows users to receive information on all their financial accounts via their mobile phones. Consumers receive instant access to their account balances and recent account activities." Continue Reading >>

However, it wasn't until this evening that I tested the product, and I must say that I'm impressed. As promoted the tool is for aggregation (i.e. no transfers or bill pay); yet, there were a number of pleasant surprises:

1) They receive huge points for allowing me to use my existing Turbotax credentials. Nice Work! No need to require another login and password.

2) They simultaneously launched two solutions. I can obtain information via text or by using an iPhone friendly browser site.

3) A simple short code: 636363

4) They stayed true to the aggregation model and allow you to add accounts from multiple institutions.

5) They have a built-in alert component. Simple, effective, and highly unexpected.

Overall, I'd give them solid marks. My only recommendation would be this...if you're going to build an iPhone friendly application, please also incorporate a bookmark icon that looks decent on my homescreen.

Be sure to check out the screen shots below and then enroll here.

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