Micronotes Selects FinTech Veteran to Drive Business Development

Tom Mezera brings strong record of building successful client relationships
to leader in AI-driven interview marketing

BOSTON—May 9, 2018—Micronotes, the leader in AI-driven interview marketing for financial institutions, announced today that Tom Mezera has joined the company as senior business development manager. Mezera, who has held senior positions at several leading financial technology companies, is responsible for identifying and pursuing business opportunities for Micronotes with the top financial institutions in the U.S.

Mezera has a long, successful record of helping financial institutions adopt new technologies to drive revenue growth and improve customer satisfaction. Most recently he was senior strategic account executive at D+H (now Finastra). He also held key positions with Hewlett-Packard, Wausau Financial Systems, Metavante Corp., and IBM.

“Micronotes is in a period of rapid growth and innovation, and Tom is the right person to bring the benefits of our portfolio to the largest financial institutions in the country,” said Christian Klacko, COO and cofounder of Micronotes. “Tom knows the right people and, more importantly, he knows how to work with them to identify their needs and help them use technology to gain a competitive advantage. He is a great fit for Micronotes as we expand our efforts to help more financial institutions deliver personalized engagement to their digital banking users.”

Klacko said in less than six months Micronotes has doubled the number of institutions that use the company’s unique machine-learning interview-marketing capabilities to engage with online users. Institutions that deploy Micronotes experience increased sales, reduced attrition, and a higher Net Promoter Score(R) (NPS(R))—a top indicator of user satisfaction, he noted.

Micronotes recently closed a round of venture funding that is helping to fuel its continuing momentum. “We are making significant investments in our team and our products that are enabling us to bring the benefits of our cloud-based, machine-learning solution to more financial institutions and their customers,” said Klacko.

“I have spent my career helping the country’s most successful financial institutions adopt cutting-edge solutions that enable them to run their business more profitably and efficiently, while enhancing customer engagement,” said Mezera. “Micronotes’ unique approach to helping banks and credit unions engage more effectively—and more profitably—with their digital banking users is one of the most valuable solutions I’ve seen. I’m excited to contribute to the long-term success of the company and our clients.”

About Micronotes
Micronotes is the leader in AI-driven interview marketing for financial institutions. The company’s fast, automated and cloud-based digital interview platform applies machine learning to customer data to improve engagement and effectively cross-sell financial services through the digital service channels. Privately held, Micronotes is based in Boston. For more information visit: https://www.micronotes.com.

Micronotes Continues Rapid Growth and Innovation in 2018

AI-driven interview marketing leader doubles client base,
receives additional venture investment, adds staff and moves to new HQ

BOSTON—May 2, 2018—Micronotes, the leader in AI-driven interview marketing for financial institutions, announced today that the company continued its rapid growth and innovation through the first quarter of 2018.

Since November 2017, Micronotes has doubled the number of leading banks and credit unions that use the company’s unique machine-learning interview-marketing capabilities to engage more effectively with online users. Financial institutions that use Micronotes experience increased sales, reduced attrition, and a higher Net Promoter Score(R) (NPS(R))—a top indicator of user satisfaction.

“More financial institutions than ever are now realizing the imperative of out-learning and out-servicing the competition, and they are turning to Micronotes to protect and deepen customer relationships with AI-driven interview marketing,” said Devon Kinkead, CEO and founder of Micronotes. “As demand for our cloud-based solutions accelerates, we are making big investments in our technology and team to ensure that Micronotes exceeds current and future client expectations.”

During the first quarter, Micronotes closed a Series B financing round led by TTV Capital with participation from Vestigo Ventures. Mark A. Johnson, general partner of TTV Capital, and Ian Sheridan, cofounder and managing director of Vestigo Ventures, joined the Micronotes Board of Directors.

The company is using the investment to fuel its continuing momentum. Micronotes doubled its headcount in the first quarter, adding senior leaders in engineering, sales and marketing—with more hires planned. To accommodate this expansion, the company moved to a new, larger headquarters in Boston's financial district in March.

About Micronotes
Micronotes is the leader in AI-driven interview marketing for financial institutions. The company’s fast, automated and cloud-based digital interview platform applies machine learning to customer data to improve engagement and effectively cross-sell financial services through the digital service channels. Privately held, Micronotes is based in Boston. For more information visit: https://www.micronotes.com.

Vestigo Ventures Invests in Micronotes B Round

Firm Invests in AI-Driven Interview-Marketing Company Focused on Consumer Banking

CAMBRIDGE, Mass—April 4, 2018—Vestigo Ventures, an early-stage venture capital firm focused on transformative fintech investments, announced today that it participated in Series B financing round for Micronotes, a cloud-based interview marketing company for financial institutions. The financing was led by TTV Capital, an Atlanta-based early-stage venture capital firm focused exclusively on investing in fintech companies.

Founded by serial entrepreneurs and MIT Sloan School alumni, Devon Kinkead and Christian Klacko, Micronotes helps financial institutions retain and deepen relationships with their customers by providing a sales and marketing platform-as-a-service (PaaS) that leverages machine learning to match and validate banking products and services with individual users. The funds raised will be used by Micronotes to support rapid scaling of its platform, including sales, marketing and engineering.

With a majority of consumer banking transactions now conducted online, Micronotes is at the forefront of recognizing the need for financial institutions to find new ways to engage and deepen relationships with customers within an estimated $1-2 billion segment. Leveraging the power of artificial intelligence (AI) and machine learning, Micronotes empowers financial institutions to build stronger and more robust relationships with their increasingly digital customers, solving a crucial need in the market. Micronotes fits within Vestigo’s strategy to invest in companies and management teams that provide “operations solutions,” enabling the financial sector to build stronger customer relationships and generate better client outcomes.

“Devon and Christian represent the rare combination of deep expertise in AI with the ability to achieve superior business outcomes. Today, the challenge of leveraging AI is not the technology or even the data, it’s about finding people who can ask the right questions and build a platform that gets smarter over time; the management team at Micronotes has done just that,” said Ian Sheridan, co-founder and managing director of Vestigo Ventures, and a member of the Board of Directors for Micronotes.

“Micronotes’ vision is to interview the world’s customers, all seven billion, starting with banking customers,” said Devon Kinkead, CEO and co-founder of Micronotes. “The team at Vestigo understands our mission and how data and technology can be applied to financial services to create better, stronger and more profitable customer experiences. We look forward to leveraging Vestigo’s strong operational expertise within financial services to rapidly expand into our beachhead market.”

About Vestigo
Vestigo Ventures is an early-stage venture capital firm headquartered in Cambridge, Massachusetts that invests in financial technology (fintech) companies. The Firm was founded by David Blundin, founder and chairman of Cogo Labs, Mark Casady, former CEO and chairman of LPL Financial, and Managing Directors Ian Sheridan and Mike Nugent. Vestigo has identified four areas of concentration: market structure, operations solutions, worksite management and personal wealth. Learn more at www.vestigoventures.com.

About Micronotes
Micronotes is an AI-driven interview-marketing company serving financial service providers. The company’s fast, automated and cloud-based digital interview platform applies machine learning to customer data to improve customer engagement and effectively cross-sell financial services through the digital service channels. A privately held company, Micronotes is based in Boston, Mass. For more information visit: www.micronotes.com.

Sievewright Joins Micronotes’ Advisory Board

Micronotes®, a cloud-based marketing automation company for financial institutions, today announced that Mark Sievewright, founder and CEO of Sievewright & Associates and former President of Fiserv’s Credit Solutions Group, has joined the company’s advisory board.  Mr. Sievewright joins a stable of luminaries in banking and technology serving as Micronotes advisors.

$3.5B Visions CU Installs Micronotes’ Trial Software in One Hour and Posts Record Campaign Results

A recent webinar with the marketing and web staff from a large credit union revealed that Micronotes’ trial software installs quickly, and generates record campaign results. This breakthrough in enterprise software trial enables any marketing department to quickly install, run, and evaluate Micronotes, without charge, for 30 days.