Members

10Pearls

Xtensifi is a boutique digital consulting and software development firm focused on creating and bringing to market innovative digital financial solutions that help consumers and businesses manage their money, reach their financial goals and achieve success. Xtensifi typically provides its services to fintech (financial technology) organizations, banks and credit unions. We design next generation user experiences, build meaningful digital applications and features, and excel in integration and technical design. We have created some of the most advanced digital platforms and cloud-native architectures as evidenced by our awards, certifications, and accolades.
Some of Xtensifi's specialties include digital banking, payments, consumer and business banking, entitlement systems, cloud computing, analytics and reporting systems, application programming interfaces, systems integration, security, and banking compliance.
http://www.xtensifi.com

10Pearls

Xtensifi is a boutique digital consulting and software development firm focused on creating and bringing to market innovative digital financial solutions that help consumers and businesses manage their money, reach their financial goals and achieve success. Xtensifi typically provides its services to fintech (financial technology) organizations, banks and credit unions. We design next generation user experiences, build meaningful digital applications and features, and excel in integration and technical design. We have created some of the most advanced digital platforms and cloud-native architectures as evidenced by our awards, certifications, and accolades.
Some of Xtensifi's specialties include digital banking, payments, consumer and business banking, entitlement systems, cloud computing, analytics and reporting systems, application programming interfaces, systems integration, security, and banking compliance.
http://www.xtensifi.com

10Pearls

Xtensifi is a boutique digital consulting and software development firm focused on creating and bringing to market innovative digital financial solutions that help consumers and businesses manage their money, reach their financial goals and achieve success. Xtensifi typically provides its services to fintech (financial technology) organizations, banks and credit unions. We design next generation user experiences, build meaningful digital applications and features, and excel in integration and technical design. We have created some of the most advanced digital platforms and cloud-native architectures as evidenced by our awards, certifications, and accolades.
Some of Xtensifi's specialties include digital banking, payments, consumer and business banking, entitlement systems, cloud computing, analytics and reporting systems, application programming interfaces, systems integration, security, and banking compliance.
http://www.xtensifi.com

Access Softek, Inc.

Access Softek provides financial institutions with innovative online and mobile banking products with secure, rich functionality. The company’s history of mobile banking firsts includes the first app-based mobile banking, first web-based PFM, and first triple play of app, WAP, and SMS banking. Since 1986 they have continued to unveil cutting-edge industry firsts to over 400 bank and credit union customers as they develop both custom and turnkey mobile solutions out of their Berkeley, California headquarters.
http://www.accesssoftek.com

Access Softek, Inc.

Access Softek provides financial institutions with innovative online and mobile banking products with secure, rich functionality. The company’s history of mobile banking firsts includes the first app-based mobile banking, first web-based PFM, and first triple play of app, WAP, and SMS banking. Since 1986 they have continued to unveil cutting-edge industry firsts to over 400 bank and credit union customers as they develop both custom and turnkey mobile solutions out of their Berkeley, California headquarters.
http://www.accesssoftek.com

Apiture

Apiture is a leading cloud-native provider of digital banking solutions created to empower financial institutions to accelerate their digital transformation while enhancing the overall user experience. Apiture offers two distinct platforms to provide institutions with the support they need to best support their consumer base. Our API-first platform, Apiture Open, is an innovative and future-proof solution built to ensure ease of integration with a focus on the user experience. Apiture's proven digital banking platform, Apiture Xpress, has served the market for over twenty years offering a feature rich platform to provide a single solution for increased access and control of data.
http://apiture.com

Apiture

Apiture is a leading cloud-native provider of digital banking solutions created to empower financial institutions to accelerate their digital transformation while enhancing the overall user experience. Apiture offers two distinct platforms to provide institutions with the support they need to best support their consumer base. Our API-first platform, Apiture Open, is an innovative and future-proof solution built to ensure ease of integration with a focus on the user experience. Apiture's proven digital banking platform, Apiture Xpress, has served the market for over twenty years offering a feature rich platform to provide a single solution for increased access and control of data.
http://apiture.com

Array

Array provides financial institutions with customizable credit and identity tools that embed inside their digital experiences. Our value prop is to support the financial wellness of consumers and unlock revenue opportunities for the bank through credit, behavioral, and intent data.
http://array.com

Array

Array provides financial institutions with customizable credit and identity tools that embed inside their digital experiences. Our value prop is to support the financial wellness of consumers and unlock revenue opportunities for the bank through credit, behavioral, and intent data.
http://array.com

Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.
https://www2.ascensus.com/

Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.
https://www2.ascensus.com/

Autobooks

Autobooks is a cash-management solution that helps financial institutions bring treasury services to small businesses. By ‘re-bundling’ all aspects of a business’s back-office (receivables, payables, payments and accounting), we dramatically improve cash-flow while automatically booking accounting entries into a native general ledger. Banks get unprecedented visibility into the financial health of their customers and can surface pro-active lending opportunities.

Avivatech

Avivatech is a software technology company that delivers greater efficiency and better control of cash and check transactions for our clients. By combining our formidable payments expertise with targeted software solutions we enable banks and retail businesses to automate, digitize, verify and report their financial transactions.

Avivatech

Avivatech is a software technology company that delivers greater efficiency and better control of cash and check transactions for our clients. By combining our formidable payments expertise with targeted software solutions we enable banks and retail businesses to automate, digitize, verify and report their financial transactions.

Baker Hill

Banks and credit unions face demographic, regulatory and competitive pressures that drive the need for sophisticated technology solutions to help them successfully navigate shifting demands. Baker Hill® empowers financial institutions to compete aggressively in today’s complex environment. That’s why we developed Baker Hill NextGen™ – the cloud’s most powerful, cutting-edge common loan origination, risk management, and analytics solution – created by industry leaders to help banks and credit unions of all sizes work smarter, make sound business decisions, and drive more profitable relationships.

Baker Hill

Banks and credit unions face demographic, regulatory and competitive pressures that drive the need for sophisticated technology solutions to help them successfully navigate shifting demands. Baker Hill® empowers financial institutions to compete aggressively in today’s complex environment. That’s why we developed Baker Hill NextGen™ – the cloud’s most powerful, cutting-edge common loan origination, risk management, and analytics solution – created by industry leaders to help banks and credit unions of all sizes work smarter, make sound business decisions, and drive more profitable relationships.

COCC

COCC is an award-winning client-owned financial technology company servicing financial institutions throughout the Northeastern United States. Launched in 1967, COCC was founded by its clients. This unique cooperative structure has set COCC apart from the competition and is one of the driving forces behind its success. COCC is recognized as a leader in delivering innovation and the quality service financial institutions demand and deserve.

COCC

COCC is an award-winning client-owned financial technology company servicing financial institutions throughout the Northeastern United States. Launched in 1967, COCC was founded by its clients. This unique cooperative structure has set COCC apart from the competition and is one of the driving forces behind its success. COCC is recognized as a leader in delivering innovation and the quality service financial institutions demand and deserve.

Cornerstone Advisors

For more than 15 years, our team of experts has focused on one goal: deliver tangible business impact to our clients.
Unlike any other firm in the banking and credit union industries, we have taken hundreds of clients from ambitious strategy to gritty execution and high performance. In a partnership with Cornerstone, clients can leverage our leading industry research and benchmarks, access our deep line of business and operational expertise and take advantage of our unmatched vendor and contract pricing knowledge. Armed with this deep information and expertise, our clients level the playing field against national banks and negotiating effective partnerships.
http://www.crnrstone.com

Cornerstone Advisors

For more than 15 years, our team of experts has focused on one goal: deliver tangible business impact to our clients.
Unlike any other firm in the banking and credit union industries, we have taken hundreds of clients from ambitious strategy to gritty execution and high performance. In a partnership with Cornerstone, clients can leverage our leading industry research and benchmarks, access our deep line of business and operational expertise and take advantage of our unmatched vendor and contract pricing knowledge. Armed with this deep information and expertise, our clients level the playing field against national banks and negotiating effective partnerships.
http://www.crnrstone.com

CSI

As a leader in the fintech and regtech industries, CSI combines customer-first service with industry-leading solutions tailored to an organization’s unique needs. Delivering dynamic, scalable products that leverage the latest trends, CSI is committed to empowering its partners to compete successfully. Learn more about CSI’s innovative solutions at www.csiweb.com.
http://www.csiweb.com/
http://csiweb.com

Cuna Mutual

MeridianLink, Inc., developer of the industry's first multi-channel account opening and loan origination platform, is a leading provider of enterprise business solutions for 20,000+ financial service organizations. The company’s passion for excellence is reflected in their web-based credit reporting, lending and new account opening/deposit technologies, which all enjoy solid reputations as being cutting edge, reliable and affordable. Based in Costa Mesa, California, MeridianLink is committed to creating smart solutions that deliver real value. For more information, visit www.meridianlink.com.
http://www.meridianlink.com

Cuna Mutual

MeridianLink, Inc., developer of the industry's first multi-channel account opening and loan origination platform, is a leading provider of enterprise business solutions for 20,000+ financial service organizations. The company’s passion for excellence is reflected in their web-based credit reporting, lending and new account opening/deposit technologies, which all enjoy solid reputations as being cutting edge, reliable and affordable. Based in Costa Mesa, California, MeridianLink is committed to creating smart solutions that deliver real value. For more information, visit www.meridianlink.com.
http://www.meridianlink.com

Currencycloud, A Visa Solution

Currencycloud‘s technology is the power inside countless businesses, driving the transformation of the global payments landscape by removing the friction and inefficiencies of traditional cross-border payments through its flexible APIs and white-label platform. We offer a comprehensive B2B cross-border solution for collections, conversions, and payments – built with innovative technology and delivered via a SaaS model.
http://www.currencycloud.com/

DeepTarget, Inc.

Digital marketing technology for financial institutions which helps them engage their customers with focused and targeted advice, products and services through multiple channels - online banking, mobile banking, email and web.
http://www.deeptarget.com

DeepTarget, Inc.

Digital marketing technology for financial institutions which helps them engage their customers with focused and targeted advice, products and services through multiple channels - online banking, mobile banking, email and web.
http://www.deeptarget.com

Digital Matrix Systems

Founded in 1982, Digital Matrix Systems (DMS) is an international risk management solution provider that helps clients leverage the power of data to make better-informed business decisions. DMS helps leading financial services and insurance companies predict and manage risk. The company provides data access, storage, and analytics, delivering strategic solutions tailored to each client’s business goals. Visit www.dms.net to learn more.
http://www.dms.net

Experian

A global data and technology company. Providing consumer and business credit data, Analytical tools, and Fraud Management Solutions.

FedFis

Built from the ground up in Austin, Texas
​
A Cooperative Project of Banking Financial Data Experts & FinTech Experts with one goal; create the most comprehensive system for helping FinTech firms selling to Financial Institutions.
FinTegration: We can show the FI Vendors for: Core, Online, Mobile, and Debit Processor
Ratings & Scores: Avoid mergers with our FI Acquisition risk score. Find more profits with our FI Contract Profitability score.
Contacts: Names, Titles, and Emails for every bank and credit union. The most accurate and comprehensive FI contact data that has ever been created.
Full Financial data on all FI’s going back 40 quarters.

FedFis

Built from the ground up in Austin, Texas
​
A Cooperative Project of Banking Financial Data Experts & FinTech Experts with one goal; create the most comprehensive system for helping FinTech firms selling to Financial Institutions.
FinTegration: We can show the FI Vendors for: Core, Online, Mobile, and Debit Processor
Ratings & Scores: Avoid mergers with our FI Acquisition risk score. Find more profits with our FI Contract Profitability score.
Contacts: Names, Titles, and Emails for every bank and credit union. The most accurate and comprehensive FI contact data that has ever been created.
Full Financial data on all FI’s going back 40 quarters.

FedFis

Built from the ground up in Austin, Texas
​
A Cooperative Project of Banking Financial Data Experts & FinTech Experts with one goal; create the most comprehensive system for helping FinTech firms selling to Financial Institutions.
FinTegration: We can show the FI Vendors for: Core, Online, Mobile, and Debit Processor
Ratings & Scores: Avoid mergers with our FI Acquisition risk score. Find more profits with our FI Contract Profitability score.
Contacts: Names, Titles, and Emails for every bank and credit union. The most accurate and comprehensive FI contact data that has ever been created.
Full Financial data on all FI’s going back 40 quarters.

FINBOA INC

Process Automation Platform focused on digitizing and streamlining back-office functions at financial institution.
https://www.finboa.com

FINBOA INC

Process Automation Platform focused on digitizing and streamlining back-office functions at financial institution.
https://www.finboa.com

Genesys Technology Group

Genesys Technology Group has enhanced the profitability of more than 170 community banks by helping them make smart, cost-effective decisions when evaluating and selecting key technology vendors. We negotiate pricing and contracts and provide detailed cost-of-ownership analysis across all internal systems. Other services include Turnkey Vendor Management, Conversion/Integration Project Management and Managed Services/IT Evaluations. Visit genesystg.com for more information.
https://www.genesystg.com/

Genesys Technology Group

Genesys Technology Group has enhanced the profitability of more than 170 community banks by helping them make smart, cost-effective decisions when evaluating and selecting key technology vendors. We negotiate pricing and contracts and provide detailed cost-of-ownership analysis across all internal systems. Other services include Turnkey Vendor Management, Conversion/Integration Project Management and Managed Services/IT Evaluations. Visit genesystg.com for more information.
https://www.genesystg.com/

Glia Technologies, Inc.

Glia provides a complete Digital Customer Service solution based on the understanding that most modern engagements take place on or near a screen. Glia reduces customer effort through communication choice so engagements can start on any channel (messaging to voice to video), seamlessly transition between them, and be guided via rich on-screen collaboration.
http://www.glia.com

Glia Technologies, Inc.

Glia provides a complete Digital Customer Service solution based on the understanding that most modern engagements take place on or near a screen. Glia reduces customer effort through communication choice so engagements can start on any channel (messaging to voice to video), seamlessly transition between them, and be guided via rich on-screen collaboration.
http://www.glia.com

HC3

Businesses come and go when profit is the
only priority. While it’s certainly important, it’s
not what drives us at HC3. Our top priority is
ensuring everyone’s success—both our
customers’ and our own.
It’s why we’ve put meaningful steps in place
to be the best vendor possible for our customers.
Over the past 60 years, we’ve created proven
processes that help financial institutions streamline
everything from statement design to print and
electronic delivery. And help them evolve as the
market does. With unwavering dependability,
we’ve fostered trusted relationships that have
endured and strengthened over time.
https://hc3.io/

ICBA

Non profit entrepreneurial service organization and provider of fintech accelerator and innovation programs for the financial services industry.
http://www.icba.org

ICBA

The Independent Community Bankers of America®, the nation’s voice for more than 5,700 community banks of all sizes and charter types, is dedicated exclusively to representing the interests of the community banking industry and its membership through effective advocacy, best-in-class education and high-quality products and services. For more information, visit ICBA’s website at
http://www.icba.org

Identifi

Business should be simple. Identifi develops and delivers Enterprise Content and Business Process Management software. We combine paperless processes with business processes to connect what matters, your customers, your people and your partners. Identifi integrates with a variety of core systems to offer a central web based repository for all your information. Identifi can run on premise or hosted in a private cloud. Our e-signature software provides for paperless new account, loan and other document origination. Document Tracking ensures compliance for easy audits. Workflows are easily setup to manage your business in a paperless environment and provide efficiencies for your personnel and customers. Scanning with auto indexing makes document retention a breeze. We offer analytics with dashboards, report archival and more.
http://www.identifi.net/

Identifi

Business should be simple. Identifi develops and delivers Enterprise Content and Business Process Management software. We combine paperless processes with business processes to connect what matters, your customers, your people and your partners. Identifi integrates with a variety of core systems to offer a central web based repository for all your information. Identifi can run on premise or hosted in a private cloud. Our e-signature software provides for paperless new account, loan and other document origination. Document Tracking ensures compliance for easy audits. Workflows are easily setup to manage your business in a paperless environment and provide efficiencies for your personnel and customers. Scanning with auto indexing makes document retention a breeze. We offer analytics with dashboards, report archival and more.
http://www.identifi.net/

Jack Henry

We strengthen the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward.
https://www.jackhenry.com/
http://www.jackhenry.com

Kasasa

Kasasa sells branded, community-powered products designed to drive profit and growth for community financial institutions. Kasasa also supports community banks and credit unions by providing them with marketing, consulting, and web-based solutions in order to market their products more effectively. Kasasa’s flagship suite provides a research-based strategy leveraging the power of a branded relationship platform.

Kasasa

Kasasa sells branded, community-powered products designed to drive profit and growth for community financial institutions. Kasasa also supports community banks and credit unions by providing them with marketing, consulting, and web-based solutions in order to market their products more effectively. Kasasa’s flagship suite provides a research-based strategy leveraging the power of a branded relationship platform.

KlariVis

Created by veteran community bank executives, KlariVis was developed to enable financial institutions of all sizes to access their transformative data in an efficient way, interpret it, and act decisively on it. The KlariVis team has more than 100+ years of community banking experience and aims to provide financial institutions with a data analytics platform designed to solve the data conundrum that is prevalent in the industry today. To learn more visit www.klarivis.com and find KlariVis on Twitter and LinkedIn.
http://www.klarivis.com

Larky

Larky helps financial institutions engage with their account holders beyond the branch. Our geo-location tools are embedded into mobile banking apps to create tailored 1:1 marketing.
http://www.larky.com

Larky

Larky helps financial institutions engage with their account holders beyond the branch. Our geo-location tools are embedded into mobile banking apps to create tailored 1:1 marketing.
http://www.larky.com

Member Driven Technologies

Member Driven Technologies is a Credit Union Service Organization (CUSO) with a unique, hybrid business model that allows credit unions to offer a great experience to their members. MDT hosts the industry-leading Symitar Episys core processing platform and dozens of other best-of-breed products that allow credit unions to round out their service offerings and compete with other financial institutions, no matter their size. Our clients realize best pricing because we negotiate on behalf of our aggregate client base which is made up of credit unions ranging from 3,800 to 99,600 members and $39 million to $1.018 billion in assets. Our cloud computing design means that MDT does all the technological heavy lifting: We host and maintain the hardware, systems, and software in a secure environment that protects members’ data from every imaginable threat, at the same time giving them the ability to manage their finances anytime, anywhere. Client Service is MDT’s #1 Strategic Driver. We monitor, measure and report against a set group of service standards, and we use that information to continuously improve our clients’ service experience. We focus on the technology so they can focus on their members. MDT serves clients in 28 states, processing for over 1.9 million members with assets of $22.7 billion. Larry Nichols is President/CEO.
http://www.mdtmi.com

Member Driven Technologies

Member Driven Technologies is a Credit Union Service Organization (CUSO) with a unique, hybrid business model that allows credit unions to offer a great experience to their members. MDT hosts the industry-leading Symitar Episys core processing platform and dozens of other best-of-breed products that allow credit unions to round out their service offerings and compete with other financial institutions, no matter their size. Our clients realize best pricing because we negotiate on behalf of our aggregate client base which is made up of credit unions ranging from 3,800 to 99,600 members and $39 million to $1.018 billion in assets. Our cloud computing design means that MDT does all the technological heavy lifting: We host and maintain the hardware, systems, and software in a secure environment that protects members’ data from every imaginable threat, at the same time giving them the ability to manage their finances anytime, anywhere. Client Service is MDT’s #1 Strategic Driver. We monitor, measure and report against a set group of service standards, and we use that information to continuously improve our clients’ service experience. We focus on the technology so they can focus on their members. MDT serves clients in 28 states, processing for over 1.9 million members with assets of $22.7 billion. Larry Nichols is President/CEO.
http://www.mdtmi.com

Narmi

There are over 11,000+ regional and community financial institutions in the United States today. Through Narmi’s mobile banking, online banking, digital account opening and banking APIs, these institutions better compete with Mega-Banks, Challenger Banks and FinTech companies to create a more diverse and engaging financial ecosystem. Today, Narmi’s platform powers financial institutions with billions of dollars of assets and helps move millions of dollars between financial institutions on a daily basis.
http://www.narmi.com

Narmi

There are over 11,000+ regional and community financial institutions in the United States today. Through Narmi’s mobile banking, online banking, digital account opening and banking APIs, these institutions better compete with Mega-Banks, Challenger Banks and FinTech companies to create a more diverse and engaging financial ecosystem. Today, Narmi’s platform powers financial institutions with billions of dollars of assets and helps move millions of dollars between financial institutions on a daily basis.
http://www.narmi.com

Paymentus

Payveris can help your bank or credit union address the threats and capitalize on the opportunities involving the payments space and provide your bank or credit union with the emerging payment technologies to give your institution the control, flexibility and consistency of a modern digital payments experience.
http://www.payveris.com

Paymentus

Payveris can help your bank or credit union address the threats and capitalize on the opportunities involving the payments space and provide your bank or credit union with the emerging payment technologies to give your institution the control, flexibility and consistency of a modern digital payments experience.
http://www.payveris.com

Plinqit

Plinqit is an automated saving and intelligent content platform. The Plinqit platform offers a customizable API’s for FinTechs to build their own saving or financial education solution within their product, as well as an end to end or ‘turn key’ solution for community banks and credit unions.

Plinqit

Plinqit is an automated saving and intelligent content platform. The Plinqit platform offers a customizable API’s for FinTechs to build their own saving or financial education solution within their product, as well as an end to end or ‘turn key’ solution for community banks and credit unions.
http://www.htmobileapp.com

Praxent

Praxent helps financial services companies to modernize their outdated software applications and create a frictionless digital customer experience. Founded over 20 years ago, our fast-moving team of 70+ UX designers and software engineers have a wealth of experience working with both fintechs and financial institutions to help them stay ahead of the curve, grow their business and generate an ROI from their technology investments.
https://praxent.com

Praxent

Praxent helps financial services companies to modernize their outdated software applications and create a frictionless digital customer experience. Founded over 20 years ago, our fast-moving team of 70+ UX designers and software engineers have a wealth of experience working with both fintechs and financial institutions to help them stay ahead of the curve, grow their business and generate an ROI from their technology investments.
https://praxent.com

Q2

Q2 is a leading provider of secure, cloud-based digital banking solutions headquartered in Austin, Texas. Our digital banking solutions are designed to deliver a compelling, secure and consistent user experience on any device and enable customers to improve account holder retention and to create incremental sales opportunities.

Q2

Q2 is a leading provider of secure, cloud-based digital banking solutions headquartered in Austin, Texas. Our digital banking solutions are designed to deliver a compelling, secure and consistent user experience on any device and enable customers to improve account holder retention and to create incremental sales opportunities.

Stephens Inc.

We are an independent financial services firm with the freedom to focus on what matters most: building value for our clients. We are committed to establishing and maintaining long-term relationships based on integrity and trust and delivering long-term results based on deep research and independent thinking.
http://www.stephens.com

Stephens Inc.

We are an independent financial services firm with the freedom to focus on what matters most: building value for our clients. We are committed to establishing and maintaining long-term relationships based on integrity and trust and delivering long-term results based on deep research and independent thinking.
http://www.stephens.com

Stratyfy

2. At Stratyfy, we are on a mission to accelerate financial inclusion by providing greater transparency and less bias to critical financial decisions that impact millions of people. Stratyfy's patented machine learning platform enables financial institutions to instantly assess credit risk, fraud, and bias, allowing traditional banking services to safely open doors for underbanked consumers and drive impact at scale.
https://stratyfy.com/

Stratyfy

2. At Stratyfy, we are on a mission to accelerate financial inclusion by providing greater transparency and less bias to critical financial decisions that impact millions of people. Stratyfy's patented machine learning platform enables financial institutions to instantly assess credit risk, fraud, and bias, allowing traditional banking services to safely open doors for underbanked consumers and drive impact at scale.
https://stratyfy.com/

The CorePoint

Our company helps financial institutions across the U.S. profitably price and sell term savings deposits. Our processes, products, platform, and training equip and empower our subscribing clients to use ideal methods to effectively attract and retain all the funding they need at the lowest possible cost.
We invented and introduced Companion Deposit Accounts, Limited Edition Savings, and Early Withdrawal Campaigns. We operationalized the effective deployment of CDs with customized maturity dates. We have secured two U.S. patents.
Our patented processes 1) Provide the optimal way to refinance low-rate time deposits as rates rise and 2) Deliver a daily redeemable time deposit that has the look and feel of mutual funds. These enhanced approaches to term deposits take nothing away from financial institutions while delivering greater value to depositors. These methodologies have the power to revitalize insured time deposits by unleashing the limitations embedded in traditional insured CDs.
http://www.TheCorePoint.com

The CorePoint

Our company helps financial institutions across the U.S. profitably price and sell term savings deposits. Our processes, products, platform, and training equip and empower our subscribing clients to use ideal methods to effectively attract and retain all the funding they need at the lowest possible cost.
We invented and introduced Companion Deposit Accounts, Limited Edition Savings, and Early Withdrawal Campaigns. We operationalized the effective deployment of CDs with customized maturity dates. We have secured two U.S. patents.
Our patented processes 1) Provide the optimal way to refinance low-rate time deposits as rates rise and 2) Deliver a daily redeemable time deposit that has the look and feel of mutual funds. These enhanced approaches to term deposits take nothing away from financial institutions while delivering greater value to depositors. These methodologies have the power to revitalize insured time deposits by unleashing the limitations embedded in traditional insured CDs.
http://www.TheCorePoint.com

Trabian

Trabian specializes in custom front-end mobile and online app development in the financial services space. Trabian builds prototypes and production apps for fintech companies and for financial institutions, with solutions including online and mobile banking, loan and new account applications, and much more. Millions of consumers access their money through web applications, online banking, and mobile apps built by Trabian.
http://www.trabian.com/

Trabian

Trabian specializes in custom front-end mobile and online app development in the financial services space. Trabian builds prototypes and production apps for fintech companies and for financial institutions, with solutions including online and mobile banking, loan and new account applications, and much more. Millions of consumers access their money through web applications, online banking, and mobile apps built by Trabian.
http://www.trabian.com/

Velocity Solutions

Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is the leading provider of revenue-driving solutions for community banks and credit unions. Our Velocity Intelligent Platform™ powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, deposits and loans to our client financial institutions.
Our solutions address the changing regulatory landscape, evolving technology and consumer needs. Our ability to swiftly and proactively develop innovative new solutions stems from our seasoned leadership team, providing a powerful mix of financial, analytical, legal, marketing and technical backgrounds. This unique blend of expertise allows us to develop a true consultative relationship with our clients and help them succeed within the ever-changing economic, technological and regulatory environments.
http://www.myvelocity.com

Velocity Solutions

Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is the leading provider of revenue-driving solutions for community banks and credit unions. Our Velocity Intelligent Platform™ powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, deposits and loans to our client financial institutions.
Our solutions address the changing regulatory landscape, evolving technology and consumer needs. Our ability to swiftly and proactively develop innovative new solutions stems from our seasoned leadership team, providing a powerful mix of financial, analytical, legal, marketing and technical backgrounds. This unique blend of expertise allows us to develop a true consultative relationship with our clients and help them succeed within the ever-changing economic, technological and regulatory environments.
http://www.myvelocity.com

Visa

Currencycloud‘s technology is the power inside countless businesses, driving the transformation of the global payments landscape by removing the friction and inefficiencies of traditional cross-border payments through its flexible APIs and white-label platform. We offer a comprehensive B2B cross-border solution for collections, conversions, and payments – built with innovative technology and delivered via a SaaS model.
http://www.currencycloud.com/

Whiteclay

Provider of bank profitability and CRM Software
http://www.whiteclay.com

Whiteclay

Provider of bank profitability and CRM Software
http://www.whiteclay.com

William Mills Agency

William Mills Agency is the nation’s largest independent public relations and marketing firm to the financial services industry. Founded in 1977, the Atlanta-based company has established its reputation in the industry through the successful execution of media relations, marketing services and crisis communications campaigns for hundreds of companies ranging in size from entrepreneurial start-ups to large, publicly traded corporations throughout North America and Europe. For more information, contact Scott Mills at 678-781-7201 or visit www.williammills.com.
http://www.williammills.com

William Mills Agency

William Mills Agency is the nation’s largest independent public relations and marketing firm to the financial services industry. Founded in 1977, the Atlanta-based company has established its reputation in the industry through the successful execution of media relations, marketing services and crisis communications campaigns for hundreds of companies ranging in size from entrepreneurial start-ups to large, publicly traded corporations throughout North America and Europe. For more information, contact Scott Mills at 678-781-7201 or visit www.williammills.com.
http://www.williammills.com

Wipfli

Wipfli’s services for fintech companies are designed to help you navigate the complex maze of competition, technology, regulatory, and operational environments. Our services are designed to help you overcome your growth pains and be proactive with challenges.
https://www.wipfli.com/industries/fintech
http://www.pkm.com

Wolters Kluwer

Wolters Kluwer Financial Services helps organizations around the world manage risk and compliance, and grow safely and profitably by providing software, expertise and services to help them make critical business decisions.
As the leading worldwide provider of comprehensive compliance, risk management and audit solutions for the financial services industry, we embed unmatched expertise into our industry-recognized technology, and have partnered with many AFT member companies to support the pressing regulatory needs of our mutual customers. Wolters Kluwer is a financially strong organization with annual revenues of $4.8 billion.
http://www.wolterskluwerfs.com

Wolters Kluwer

Wolters Kluwer Financial Services helps organizations around the world manage risk and compliance, and grow safely and profitably by providing software, expertise and services to help them make critical business decisions.
As the leading worldwide provider of comprehensive compliance, risk management and audit solutions for the financial services industry, we embed unmatched expertise into our industry-recognized technology, and have partnered with many AFT member companies to support the pressing regulatory needs of our mutual customers. Wolters Kluwer is a financially strong organization with annual revenues of $4.8 billion.
http://www.wolterskluwerfs.com

York Public Relations, LLC

The nation's only crisis PR firm dedicated exclusively to the financial services & fintech industries.
http://www.yorkpublicrelations.com

York Public Relations, LLC

The nation's only crisis PR firm dedicated exclusively to the financial services & fintech industries.
http://www.yorkpublicrelations.com

ZSuite Technologies

ZSuite Tech is a financial technology company that aims to power financial institutions with digital escrow products for specific commercial verticals that they can offer to their clients. ZSuite's products, ZRent and ZEscrow, streamline collection of recurring payments and automate the management and compliance around three-party accounts and multi-use escrow subaccounting.
https://www.zsuitetech.com/
https://www.zsuitetech.com/

ZSuite Technologies

ZSuite Technologies is a financial technology company that aims to power banks and credit unions with differentiated banking solutions for profitable client segments. ZSuite's products ZRent (zrent.net) and ZDeposit (zdeposit.net) streamline rent and condo due payments, digitize security deposit account opening, and enable state-specific security deposit compliance.
https://www.zsuitetech.com/
https://www.zsuitetech.com/