BIGTINCAN RECOGNIZED BY KEY INDUSTRY ORGANIZATIONS AS LEADER IN SALES ENABLEMENT

Bigtincan | August 13, 2019

Bigtincan (ASX:BTH), the leader in mobile, AI-powered sales enablement automation, was presented with the MarTech Breakthrough Award for “Best Sales Enablement Software for SMBs” for the second year in a row. Additionally Bigtincan was recently named a “Sales Automation Solution” Gold Winner, “Cloud Computing/SaaS Product or Service for Sales” Bronze Winner and “Best New Product or Service for Sales” Gold Winner by the Customer Sales and Service World Awards. This follows a recognition from Selling Power as a Top 10 AI Solutions for Sales in 2019. Bigtincan was also recently shortlisted for Best Application of AI for Sales and Marketing for the AIconics Awards. The MarTech Breakthrough Awards, Customer Sales and Service World Awards, Selling Power Top 10 Solutions list and AIconics Awards all recognize achievements in key areas of sales enablement – martech, customer service and sales – and acknowledge organizations who set industry benchmarks for excellence by addressing some of the biggest challenges sales teams and marketers face. Bigtincan continues to enhance its advanced, AI-powered platform with AR and VR pitch building offerings and new voice assistant capabilities through the Bigtincan Genie to answer questions on-the-go. Furthermore, these new capabilities allow sales teams to customize and combine documents to build decks that can easily be presented via iPad or shared with others, as well as presented with AR, VR and enhanced multi-media content.

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MARKETING AND NETWORKING,TECHNOLOGY

Helpmonks Launches Dedicated Small Business Email Marketing Platform With Flat-Fee Option

Helpmonks | June 27, 2022

Helpmonks wants to simplify and streamline email marketing for small business owners and solopreneurs. The email team collaboration provider launched a new service that prevents small business owners from getting bogged down in the complexities of a larger, more collaborative email outreach platform. Helpmonks, an email management platform, offers a variety of features, including a shared inbox, advanced contact and company management, reporting, live chat, knowledge-base, and email marketing. To make marketing more affordable, Helpmonks created Sendmonks, a standalone email marketing and automation platform based on the parent service's years of experience with marketing clients. The new Sendmonks service features: Unique flat-fee pricing with a $99 monthly cost offers unlimited email newsletters, email automation, and sending. Tools for creating targeted email campaigns, sequences, drip emails, and newsletters, among other templates. Unlimited landing pages, dynamic forms, unlimited contacts, and unlimited users. Reports based on advanced analytics that let users fine-tune campaigns. The free plan includes landing pages, forms, email automation, and email sending. "With our shared inbox, we always made it easy to use our platform for sales and marketing. We decided to make our email marketing platform available as a standalone product for those who want to use a straightforward email marketing tool without paying the big bucks." -Nitai Aventaggiato, the CEO, Online marketers, e-commerce owners, newsletter creators, and online business creators from nearly any niche can choose Helpmonks' broader online marketing, email creation, and collaborative team platform for complex campaigns. This more comprehensive service is ideal for teams working together through a shared inbox. However, for small business owners who want a more uncomplicated, more manageable service that they can operate single-handedly, the new Sendmonks platform is an ideal solution. Sendmonks, as the first flat-fee service, keeps things as straightforward as possible while delivering a complete set of advanced email marketing tools. These include numerous professional templates for newsletters and drip campaigns that easily can be created within the platform. Sendmonks also offers activity-logging for tracking multiple email campaigns as efficiently as possible without a collaborative team. Not everyone wants or needs a shared inbox. However, everyone should use email marketing," says Nitai Aventaggiato. Sendmonks is our standalone Email Marketing & Email Automation Platform based on years of experience." According to Helpmonks, email marketing shouldn't be complicated to work powerfully. Campaign management tools that provide crucial delivery and campaign formation tools can create exponential results while being tailored for individual business owners. That's why the Sendmonks service offers a robust package of tools and combines it with unlimited sending for one single price. Online sellers interested in making their email marketing perform more effectively and profitably can now create their free marketing account.

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MANAGEMENT

Novo Launches Boost for Faster E-Commerce Payments; Hires Kevin Phillips as EVP of Lending

Novo | May 23, 2022

Novo, the powerfully simple financial platform for small businesses, announced that the company has brought on Kevin Phillips, former CFO at small business lending company Kabbage, to launch and scale Novo’s lending business. Today, Novo is also launching Boost, making it the only financial platform that gives small businesses and freelancers same day access to payments received through e-commerce platforms.Introducing Novo Boost “While some fintech companies and banks claim to offer instant payouts, we saw that the market is filled with solutions that come with significant fees, or serve well-established corporations instead of the millions of small business owners and freelancers that would benefit most from faster payments, Novo Boost is free, and will be available to all Novo customers that process payments via Stripe — from the growing e-commerce store that employs 10 people to the freelance photographer who uses Stripe for her invoicing.” -Michael Rangel, CEO and co-founder of Novo. Small businesses often struggle to manage their cash flow because of a lack of credit, late customer payments or high fee banking services tailored towards enterprises. The technology behind Boost releases funds into a user’s Novo account shortly after a transaction is approved by the payment processor, as opposed to waiting as long as five days for the funds to be accessible. To take advantage of Boost, small businesses can create a free checking account at novo.co, and once approved, integrate with Stripe from within the Novo website or mobile apps. Novo can approve accounts within two days, and customers can set up the Novo integration with Stripe immediately. Novo plans on launching Boost on additional platforms over the next year. To learn more, visit www.novo.co/pd/lp-1. Announcing Kevin Phillips As Novo looks at its next stage of growth, we’re taking the small-business-centric principles that we used to design our award-winning checking account, and creating a financial platform that brings incredible functionality and user friendliness to all aspects of small business finance,” said Rangel. “That’s why we’re thrilled to bring on Kevin Phillips, a true pioneer in the small business lending space who developed one of the world’s most successful lending platforms from the ground up. As EVP of Lending at Novo, Kevin will create lending products that truly put small businesses first. Phillips is a world-renowned senior executive with a record of building high-growth start-ups as well as leading large, complex organizations. In 2011, Phillips was one of the first executives to join the Kabbage team, and over a decade built the company into one of the world’s most successful small business lending platforms. During his tenure at Kabbage, Phillips held multiple leadership positions, including CTO, CFO, and Head of Corporate Development. Prior to Kabbage, Phillips held C-level roles at a number of fast-growing technology startups, including CEO of Support Center Technologies and ZapMedia, COO and CFO at Scientific Intake, and CIO at S1. Phillips received his MBA from Georgia State University. “Virtually every small business fintech company markets themselves as being ‘great’ for their customers, but very few are successful in building out products and services that stay true to their mission,” commented Phillips. “Novo is one of the rare exceptions. The company already has a history of finding innovative, business-friendly ways to improve cash flow, and I look forward to expanding these cashflow-improving efforts in the coming years.” Phillips joins Novo at a time of significant growth for the company. Novo has surpassed $8 billion in lifetime small business transactions. Over the last year, Novo has also raised more than $130 million from leading fintech investors like Stripes Group and Valar Ventures, and added more than 100,000 new small business customers. About Novo Novo Platform, Inc. (“Novo”) is the powerfully simple checking account and financial technology platform built for small businesses. To learn more, visit www.novo.co. Novo Boost and early availability of funds are governed by the program terms and conditions outlined here. Middlesex Federal Savings, F.A. is a federal savings bank and an FDIC-insured depository institution (FDIC Certificate 28368). Deposits made at Middlesex Federal Savings, F.A. through the Novo platform receive FDIC insurance protection on a pass-through basis up to the applicable legal limit. When determining the amount of your deposits covered by FDIC insurance, please note all deposits you make through the Novo platform will be aggregated with all deposit accounts of the same ownership and/or vesting held at Middlesex Federal Savings, F.A. and Middlesex Federal Savings, F.A. brands. Additional information regarding FDIC insurance coverage is available at www.fdic.gov.

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BUSINESS STRATEGY

BuildESG Unveils All-In-One ESG Solution for Asset Managers and Small Businesses to Accelerate ESG Adoption

BuildESG | June 20, 2022

BuildESG recently launched the BuildESG Hub, a holistic software and service solution to deploy, manage and scale ESG programs for small businesses, asset managers and their portfolios. The digital platform is a powerful tool for aligning ESG practices with core business strategies, offering a best-in-class digital user experience that provides a 360-degree view of ESG processes, and offers access to resources, expert guidance and a community forum. “The BuildESG Hub arose because we saw a gap in the market — we couldn’t find a simple solution that would help companies understand the basics of ESG, why it matters and how to establish a foundation of practical policies and processes that were applicable across sectors and company maturity levels, So, our team of ESG experts, investors and technologists built a platform that combines digital tools and ESG expertise that companies and investors need to set and meet their ESG goals.” -BuildESG Founder & CEO James Lindstrom The BuildESG Hub offers both free and paid packages. For those who need more guidance, we felt it was important to offer guidance alternatives in the form of a community forum and ESG experts under a flat fee versus the hourly model of most consulting firms. Lindstrom added. BuildESG members and teams at various membership tiers are able to. Deploy ESG Programs. For companies that do not yet have an ESG program, the platform includes basic education and a methodical building of a foundation of processes and policies. Deployment starts with access to introduction to ESG training content and user-friendly, digital assessments of a company’s existing policies and processes, resulting in a digital action list to establish a solid foundation for future ESG initiatives, such as quantitative data tracking. Access Support Resources. In order to support building a foundation, BuildESG provides guides, templates, due diligence and vendor assessments and a portfolio-wide content retention library. Connect with Peers through the BuildESG Forum. BuildESG’s platform drives connections and community among our members by helping share best practices, tools and intelligence. Additional paid features include: Hands-on Introductory and Annual ESG Training. Portfolio Analytics for Asset Managers. Premium Private Equity Industry Benchmarking Reports. Detailed Benchmarking Process-Level Data. Expert ESG Guidance from BuildESG Experts. Annual Company and Portfolio Reviews from BuildESG Experts About BuildESG BuildESG is a software and services ESG platform with 50+ ESG subject-matter experts at the helm. BuildESG’s solutions address the reporting, framework and ratings advisory, data collection and analytics needs of its Fortune 500 and global private equity firm clients. BuildESG serves clients across industries, with certain expertise in the financial services, private equity and energy and power sectors. BuildESG has offices in New York; Greenwich, Conn.; and Berkeley, Calif.To learn more, please contact info@buildesg.com or visit https://buildesg.com.

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FINANCE

Abrigo Collaborates with Validis to Speed Up Small Business Lending Process

Abrigo | May 21, 2022

Abrigo, the leader of compliance, credit risk, and lending solutions for financial institutions, announced an alliance with Validis, a secure data ingestion platform that pulls clients' financial information in real-time, standardized for easy consumption. This partnership will allow financial institutions to extract general ledger data quickly and efficiently. With Validis, banks and credit unions can go from application to spreading financials to deciding on loans without leaving Abrigo's Sageworks loan origination system. Pulling and uploading financial data severely slows down the small business lending process and can be frustrating for both the lender and the borrower. The newly available integration of Validis' data extraction software solution eliminates the need for repetitive data entry and manual collection of documents by allowing banks and credit unions to create financial statements automatically from up-to-date general ledger data. The Validis integration complements Sageworks' unique Electronic Tax Return Reader to streamline digital processes for even more applicants. This will speed up the lending operation, so borrowers get answers faster, and institutions can assess and book more loans in the same amount of time. Validis enables borrowers to share their entire financial data history directly from their accounting package in a standardized format, improving insight for financial institutions. Key features include the ability to digitally receive financials in real-time, easily spread customer financial data, and quickly decide if a borrower is creditworthy. "The Validis integration with Abrigo will further enhance a streamlined platform and provide clients with a powerful alternative to manual data collection, said Abrigo President Jay Blandford. This partnership fits well into our vision to make big things happen and better serve financial institutions. "We're really pleased to announce our new partnership with Abrigo and integration with their leading Sageworks software, We have a common goal of helping to digitize and streamline the lending process for many U.S. financial institutions. Access to financial data is traditionally a manual and time-consuming process – using Validis will not only help enhance the decisioning process for financial institutions, but it will also equip them with new insights to help manage risk and monitor portfolio performance." -Paul Thomas, CEO at Validis. About Abrigo Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth. Visit www.abrigo.com to learn more. Follow Abrigo on social media using @WeAreAbrigo. About Validis Validis manages the acquisition and curation of data through a single platform, driving value, business insight, and operational efficiency for some of the world's biggest brands across accounting and financial services. Validis is an intelligent API that accesses and standardizes financial information, powered within an easy-to-use interface. Visit www.validis.com

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