Members

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, LLC

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.

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

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

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

FINOSEC

Our mission at Finosec is to simplify information security and cybersecurity management. Our customers automate labor-intensive tasks required to keep banking systems secure including access rights management, information security training, program or policy governance, and overall cyber hygiene validation.
http://finosec.com

FINOSEC

Our mission at Finosec is to simplify information security and cybersecurity management. Our customers automate labor-intensive tasks required to keep banking systems secure including access rights management, information security training, program or policy governance, and overall cyber hygiene validation.
http://finosec.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/

Lodestar

CU NextGen is a fast-growing technology CUSO specializing in robotic process automation and no-code development. Our mission is to put credit unions in control of their member and employee experiences.

Lodestar

CU NextGen is a fast-growing technology CUSO specializing in robotic process automation and no-code development. Our mission is to put credit unions in control of their member and employee experiences.

Member Driven Technologies (MDT)

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 (MDT)

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

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

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/

Trustgrid

Trustgrid solves the problem of securely connecting digital and core banking applications from the cloud to data centers to financial institutions. Trustgrid is currently replacing the legacy VPN and MPLS connections for more than a thousand FIs across the country, including deployments in the data centers of every major core provider.
Trustgrid’s technology is an SD-WAN designed for Cloud applications - designed specifically for “vendor connections” - connections between banking software providers and their customers.

Trustgrid

Trustgrid solves the problem of securely connecting digital and core banking applications from the cloud to data centers to financial institutions. Trustgrid is currently replacing the legacy VPN and MPLS connections for more than a thousand FIs across the country, including deployments in the data centers of every major core provider.
Trustgrid’s technology is an SD-WAN designed for Cloud applications - designed specifically for “vendor connections” - connections between banking software providers and their customers.

Vine Financial Inc.

Digital sales & marketing platform for Banks including account opening and loan origination

Wealth Access, Inc.

Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.

Whiteclay

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

Whiteclay

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