Members A-F
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Accelitas, Inc.
At Accelitas, our mission is to solve two key challenges facing today’s financial services industry: a growing number of non-traditional consumers denied the credit they deserve, and lenders who need a safe, secure way to identify and access more good customers in a rapidly evolving market.Through the remarkable tools of Artificial Intelligence and alternative data, Accelitas delivers unprecedented predictive analytics to make more confident decisions. With better insight, accuracy, and transparency, we help create more equitable and robust access for both borrower and lender. Leveraging a secure cloud-based platform, Accelitas confirms identities and predicts credit, giving lenders vastly more clarity and confidence throughout the lending process.
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Access Softek, Inc.
Access Softek is the trusted partner of credit unions and banks, providing comprehensive Access Digital suite of banking solutions that includes everything consumers and business owners need from the basics of online and mobile banking to account opening and lending, conversational banking, biometric authentication, real-time fraud prevention, automated investing, crypto solution that can be integrated directly into a financial institution’s digital banking platform, modern intuitive member UI/UX, and other innovative products.
Today, over six million customers securely and easily manage their money using Access Softek solutions. Access Softek sets the standard for the omnichannel digital banking landscape, and for over three decades continues to deliver industry firsts and ensure reliable support from its Berkeley, California, headquarters.
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Aequilibrium
Aequilibrium is one of the top Digital Agencies with the HQ in Vancouver, Canada. We help progressive FIs with digital transformation and innovation, to use technology to become more resilient, differentiate, and grow. We also partner with some of the top platform providers / fintechs (Backbase, Adobe, Central1 CU) to create custom solutions for FIs. Our Innovation Labs incubates innovative digital solutions using VR, IoT, AI/ML, RPA, and conversation interfaces.
https://aequilibrium.com/
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Agent IQ
The Lynq™ personal digital engagement platform by Agent IQ improves communication and engagement between financial institutions and their customers, leading to happier, more loyal, and more profitable relationships. The Lynq platform allows your customers to select and engage with a personal banker for all their financial needs across any digital channel; just like they are used to engaging with their family and friends. The configurable built-in Augmented Intelligence supports your banker to be more efficient and automate mundane tasks.
Financial institutions can get real-time insights into what their customers are talking about and use the platform to provide proactive assistance and strengthen the relationship between banker and customer. Lynq is the tool that allows your bankers to better connect, engage, and support customers, and create relationships in the digital world that are just as personal as in the real world, but even more enhanced. -
Akoya
Akoya is changing the way consumer financial data is accessed and shared. Through a single integration with Akoya, data aggregators and fintechs can directly connect with financial institutions to securely obtain consumer-permissioned financial data through APIs. Akoya manages these relationships and serves as an interoperable solution that is available to the entire financial services industry.
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Alkami
Alkami Technology, Inc. provides online and mobile banking solutions for credit unions and banks. Based in Plano, Texas, the company’s digital banking platform delivers unparalleled functionality, security, flexibility and extensibility with a superior architecture designed for the future of digital banking. With its modern interface, fully hosted business intelligence solution and customizable feature set, the platform is the ultimate digital banking solution for financial institutions.
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Allied Payment Network
Allied Payment Network believes that “moving money matters.” Its mission is to provide banks and credit unions with world-class payments tools that help establish them as the heart of the communities they serve. With a real-time, open-network model guiding its Universal Payments vision, its suite of online and mobile solutions includes online billpay, P2P, PicturePay®, BizPay, PortalPay, A2A, and Vault. For more information, visit www.alliedpayment.com.
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Alogent
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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.
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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.
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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.
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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.
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Automated Systems, Inc.
Since 1981, Automated Systems, Inc., has been building strong relationships with community banks. These banks are more than just clients, they are partners. These partnerships have developed advanced solutions that help banks compete with regional and multinational institutions. This includes the revolutionary Insite Core system, industry leading teller application, award-winning mobile banking apps, real-time online banking, time-saving image processor, and more.
Founded in 2008, Insite Data Services focuses on four main solutions: application hosting, data protection, secure email, and office processing. By partnering with industry-leading technology providers, Insite Data Services offers quality products with the highest level of personal service to give community banks the resources and support needed to succeed in today’s competitive markets.
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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.
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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.
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BillGO
BillGO is a B2B payments engine aimed to improve speed, revenue and engagement.
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Coast
Coast (YC S21) is a venture-backed startup that helps API-first companies turn documentation into bespoke, interactive product demos purpose-built for sales and marketing. Instead of showing prospects pages of documentation, sales teams can now instantly demo exactly what their API can do for any given prospect.
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Cirrus Secure
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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.
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Compliance Systems Inc
Compliance Systems, Inc. (CSi) is a provider of best-in-class financial transaction technology and expertise that allows financial institutions across the United States to compliantly document financial transactions. CSi partners with Loan Origination and Deposit Origination software to provide solutions for Deposit, Consumer and Commercial Lending, Mortgage Lending, Individual Retirement Accounts, and Health Savings Accounts lines of business. In order to ensure end-to-end transaction risk management in supported lines of business, CSi leverages the best and most reliable platform-independent technology to address changing industry requirements and allow financial institutions to better target resources on activities that help increase profitability.
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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.
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Computershare
Success in today’s banking environment depends not only on staying compliant with changing regulations, but on delivering a complete customer experience that provides omni-channel communications strategies across a range of platforms and media. Computershare Communication Services helps financial institutions engage with customers through personalized, real-time communications at every touch point to increase loyalty and drive revenue. From print to digital communications and customer onboarding, we enable banks to create a consistent customer experience while adhering to changing regulatory requirements.
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Consumer Edge
Consumer Edge is a data insights and analytics company that delivers unparalleled views into global consumer spending behavior coupled with deep industry knowledge and analytical expertise. Consumer Edge provides key stakeholders across the corporate and financial services landscapes with best-in-class data insights products and tools to enable well-informed strategic decisions.
Consumer Edge’s proprietary consumer data privacy framework is unmatched by industry participants globally and is trusted by partners across the corporate and financial services landscapes.
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Coppermine Advisors
Coppermine Advisors, LLC is a business advisory firm offering strategic development services such as strategic plan development & facilitation, capital acquisition through equity and/or leverage, succession planning, M&A and the development of exit strategies. Let us help you create value from strategy.
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Core10 Inc
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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. -
Corridor Platforms
Corridor Platforms is a next-gen Decision Management Platform purposefully built to leapfrog banks and credit unions to real-time decisioning capabilities and advanced analytics - needed to compete and win in the digital era.
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Coviance
Founded in 2015, Coviance (formerly LenderClose) is a fintech company on a mission to perfect the lending experience for community lenders and borrowers through automation and intelligence. A cloud-based platform, Home Equity Express™ (HEx), automates the home equity lending process through configurable workflows with data-driven decisioning intelligence elevating the lending experience for borrowers and lenders. For Credit Unions and Community Banks, Coviance is an out-of-the-box solution that is easy to implement and deploy and allows them to focus on what matters most – “the borrower’s experience”.
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CPI Card Group
CPI Card Group is a leading provider in payment card production and related services, offering a single source for credit, debit and prepaid debit cards including EMV chip, personalization, instant issuance, fulfillment and mobile payment services. With more than 20 years of experience in the payments market and as a trusted partner to financial institutions, CPI’s solid reputation of product consistency, quality and outstanding customer service supports our position as a leader in the market. Serving our customers from ten locations throughout the United States, Canada and the United Kingdom, we have the largest network of high security facilities in North America, each of which is certified by one or more of the payment brands: Visa, MasterCard, American Express, Discover and Interac in Canada. Learn more at
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Currencycloud, A Visa Solution
We are the professional network for bank and credit union professionals, empowering them to collaborate, share information and lead the evolution of community banking. Every day, thousands of verified financial professionals leverage a trusted community powered by CBANC to make more intelligent vendor decisions, navigate compliance challenges, answer questions and advance their careers.The benefits of our apps are enhanced by the network effects inherent in the community, enabling our members and the vendors that serve them to work together to solve problems.The results are more efficient operations, the ability to better serve customers, and an improved competitive position for our members and the US banking system.
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Data Center Inc
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DeepTarget
DeepTarget is a transformational Financial Education Technology (Fin-Ed-Tech) company for community financial institutions (CFI), teaching them how to drive new recurring profits from their 15+ loan and fee-based products and services. DeepTarget teaches CFIs how to develop a multi-channel digital engagement process using their patented Digital Experience Platform (DXP) and 3D Story, automating the delivery of adaptive, personalized user experiences that result in lasting relationships and 5X or higher ROI. It is in use by hundreds of community financial institutions of various sizes to deliver seamless communications experiences wherever, whenever and however their consumers bank. For additional information visit www.deeptarget.com and follow them on LinkedIn.
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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.
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DirectorCops (Bank Director and FinXTech)
Since 1991, Bank Director has served as a leading information resource for the directors and officers of financial institutions. Through its monthly Bank Director magazine, executive-level research, annual conferences, and its website, BankDirector.com, Bank Director reaches the leaders of institutions that comprise America’s banking industry.
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Engage fi
Engage fi is a financial services consulting firm that saves money for banks and credit unions by negotiating their critical vendor contracts and sharing in the savings negotiated. With over 450 years of combined industry experience our team of 50 are laser-focused on leveraging our proprietary technology and subject matter expertise to create a win/win financial model that we know is effective as we have saved our clients over $3B since launching
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Engage Partners Group
We help Regional and Community Financial Institutions elevate efficiencies and accelerate growth.
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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. -
FI Navigator
FI Navigator delivers an unprecedented data & analytics platform to the U.S. banking vertical’s leading vendors, advisors and financial institutions. The platform analyzes and assesses every financial institution’s: strategy, performance, technologies-deployed, client offering and personnel (titles, roles, email, LinkedIn).
Their online applications impact three primary use case scenarios for subscribing partners: (1) FI Prospecting & CRM (2) FI Analytics (sales engagement) and (3) FI Vertical Strategy. Client partners leverage FI Navigator’s data & analytics to scale and transform their B2Bank sales/marketing models by harnessing big data.
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FINBOA INC
Process Automation Platform focused on digitizing and streamlining back-office functions at financial institution.
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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.
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Finspicuous LLC
Finspicuous is a business development consulting firm helping Fintech's with growth strategies and partnerships.
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FIS Global
FIS™ is the world's largest global provider dedicated to banking and payments technologies. FIS empowers the financial world with payment processing and banking solutions, including software, services and technology outsourcing. FIS’ more than 55,000 worldwide employees are passionate about moving our clients’ business forward. Headquartered in Jacksonville, Florida, FIS serves more than 20,000 clients in over 130 countries, and our technology powers billions of transactions annually that move over $9 trillion around the globe. FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index. We help our clients transform disruption into opportunity, giving them the tools needed to thrive not just today, but in tomorrow’s financial world.
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Fiserv
Fiserv, Inc., is a US provider of financial services technology. The company's clients include banks, thrifts, credit unions, securities broker dealers, leasing and finance companies, and retailers.
Members G-K
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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.
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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.
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HC3
Formerly High Cotton, HC3 is a data-driven technology company delivering customer communications. By managing complex data generated from multiple client systems, HC3 helps financial institutions communicate with their customers in meaningful ways. HC3 offers solutions for statement and notice redesign, intelligent marketing campaigns, and seamless delivery of both printed and digital communications. Through these customer-driven solutions, HC3 empowers financial institutions to provide their customers with a multi-channel document experience.
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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
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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.
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IgniteConnex
IgniteConnex is a leading technology company based in Dallas, Texas, specializing in providing innovative acceleration platforms for banks. With a focus on enabling financial institutions to fast-track their digital initiatives, IgniteConnex offers a range of solutions including pre-built connectors, pluggable user experiences, and seamless system integrations. Founded by a team of seasoned professionals with extensive experience in software integration and digital transformation, IgniteConnex has emerged as a trusted partner for banks seeking to modernize their tech stack and enhance operational efficiencies. Committed to driving technological innovation and delivering exceptional results, IgniteConnex continues to shape the future of banking through its cutting-edge solutions and visionary leadership.
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Infinant
Charlotte, N.C.-based infinant provides the technology chassis and power tools for banks to embed fintech in their applications and embed banking in partner applications with confidence and ease. The interlace platform differentiates by giving banks choice in their selection of features, fintech and processors for complete ownership of their ecosystem, so they can succeed with their customers, fintech and brands. To learn more about staying above-the-core, visit www.infinant.com.
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Intelligent Banking Solutions Inc (IBS)
IBS: exclusively providing collection and recovery automation for financial institutions since 1989. Nearly 1,000 clients on over 60 varying core account servicing systems nationwide leverage our scalable client configurable COLLECTION AND ASSET RECOVERY MANAGER – PROFESSIONAL solution, which offers queue management, work flows, industry leading system configuration flexibility, pay-by-phone, integrates with Genesys (voice messaging), LexisNexis (BK/score/skip trace), imaging/insurance systems and more.
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IntraFi Network
Chosen by thousands of banks since its founding (as Promontory Interfinancial Net-work) nearly two decades ago, IntraFi Network has assembled the nation’s largest bank deposit network. Its solutions connect financial institutions of all sizes to help each build stronger relationships with its customers, fund more loans, seamlessly manage liquidity needs, and earn fee income. As the nation’s #1 provider of reciprocal deposits and a leading provider of overnight and term funding options, IntraFi Network has the scale to be a strategic partner for even the largest bank’s funding and capital manage-ment needs, or for the smallest.
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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.
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Janusea
Janusea bridges Fintechs with banks and credit unions. Financial institutions want to enable Fintech offerings, but are often restricted because of core integration limitations. Janusea provides the ability for both groups to leverage a fully hosted and supported, secure integration translation platform with sustainable APIs, in order to enable innovative solutions while alleviating the challenge of communicating with legacy banking cores and technology. One interface. Repeatable integrations.
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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.
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KGA Advisory LLC
KGA Advisory, LLC helps financial technology providers (incumbent & emerging) realize their growth strategies. Our clients’ mission-critical solutions are purchased by banks, billers, lenders, merchants, and processors. Those solutions include wholesale payments, fraud prevention, anti-money laundering, online banking and billpay, collections, biller billpay, card issuing, merchant processing, lending, credit reporting, and more. KGA has worked with numerous fintechs, including Finastra, NICE Actimize, Mambu, Fiserv, ACI, and MasterCard Transactis.
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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.
Members L-R
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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.
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Lumio Insight
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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.
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moov
Moov makes it easy for developers, platforms, and marketplaces to accept, manage, and distribute money. Product teams, software engineers, and creators depend on the Moov platform to handle banking protocols, money movement security, and government compliance so they can focus on building delightful new experiences. Moov’s investors include Andreessen Horowitz, Bain Capital Ventures, RRE Ventures, Canapi Ventures, Commerce Ventures, Gradient Ventures, and Uncorrelated Ventures. Follow Moov on Twitter @Moov or visit www.moov.io to learn more.
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MX
MX Technologies Inc. develops and provides money management and financial software for financial institutions and digital banking providers. It offers MoneyDesktop, a data-driven money management tool that integrates into digital banking products and enables users to take control of their finances; Helios, a cross platform framework; WideNet, which offers data-driven money management to potential account holders; and Nexus, a financial data API. The company also offers Insight, a financial data analytics provider and Target, which offers financial marketing. It provides data driven money management, cross-platform framework, account holder acquisition, fintech data API, financial analytics and more.
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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.
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Novotta
Digital innovation for financial institutions and fintechs. Our team of professionals has vast experience integrating into core systems, custom application development, digital banking, and Salesforce’s Financial Services Cloud.
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Numerated
Numerated transforms the way financial institutions lend to businesses making the process faster and easier. Banks and credit unions use Numerated’s modern business lending solutions to exceed businesses’ expectations for digital convenience while driving significant gains in efficiency. The platform uses data to streamline originations and underwriting for business banking products, from application to decision to close. Numerated was recently named the “Best Business Lending Platform” by Fintech Breakthrough. To learn more about how Numerated is taking digital business lending to the next level visit www.numerated.com.
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Nymbus
NYMBUS provides the world’s most advanced revenue and technology solutions for today’s financial institutions. From SmartCore®, SmartDigital™ and SmartPayments™, our flagship digital technology platforms, to SmartLaunch™, our full-service and standalone digital bank alternative, NYMBUS enables financial institutions to digitally transform their businesses.
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Open Lending
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Parascript
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Payveris
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.
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pH Partners
pH Partners is a boutique transaction and strategic advisory firm headquartered in Austin, Texas. We are transaction experts, working with growth companies across capital formation, mergers and acquisitions, and strategic advisory. We maintain a diverse set of strategic and financial relationships, and offer unconflicted advisory services for our clients’ most important business decisions.
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Plansmith
With over 50 years of budgeting and interest rate risk management experience, Plansmith has helped coach and cultivate thousands of powerful bank and credit union clients. Our goal is to demystify planning and ALM so all users can benefit from the ability to make better informed business decisions with sophisticated yet easy-to-use software. While other vendors assign support tickets, our acclaimed customer service team is available via phone or email to assist in your success when you need us. For an exceptional planning experience, get Plansmith.
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Plinqit
Plinqit is a mobile-first platform and fintech company helping banks and credit unions generate deposits, attract new customers, and expand their retail footprint while helping people live their best financial life. The Plinqit platform is the first savings platform of its kind to bring together automated savings, data-driven financial wellness content, and virtual account management.
High Yield Savings by Plinqit is a white-label digital savings product that generates high-growth deposits with minimal investment, perfect for banks wanting a turnkey way to launch a separate, digital-only brand. At Plinqit, we're helping everyone Money Intelligently™.
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Praxent
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Provision IAM
Provision IAM gives financial institutions the tools they need to take charge of access management. Our innovative solution minimizes security risks for community banks and credit unions by ensuring that the right employees have access to the right systems at the right times.
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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.
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Raygun Design
Raygun Design is a branding agency and design studio that helps scaling fintechs penetrate new markets. Raygun first removes what is weak in a client's brand marketing, then introduces empathetic insight, movement-defining messaging, and stellar design strategy. CEO, Garrett Curry, has been attached to the branding and design of several banking apps and possesses a client portfolio of both community banks and credit unions.
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Rebyc Security
Rebyc Security Finds Corporate Cyber Security Weaknesses Before Bad Actors Do. Our comprehensive Information Security and Cybersecurity Consulting Team, based in Charlotte, NC, is focused holistically on offensive security consulting services including penetration testing, social engineering, web application security testing and more.
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Redi Enterprise Development, Inc.
REDi Enterprise Development Inc. is a leading software provider for the financial services industry. Its solutions serve more than 100 customers nationwide and are backed by unmatched service. REDi provides solutions to banks and credit unions across the United States for debit, credit, and prepaid card fraud prevention. REDi’s solutions provide automation for key functions to reduce their client’s operating risk. The product offerings continue to expand by adapting to industry innovation and trends, enhancements to the existing product suite, and by acting on feedback sought from REDi’s clients.
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Renshaw & Company
Software Design, Development, Support, Sales, Professional Services, and Consulting.
Members S-W
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SavvyMoney
SavvyMoney is an award-winning fintech company that works with over 840 financial institutions. SavvyMoney provides an integrated credit report and score solution right into financial institutions’ online and mobile banking. Consumers get actionable advice about their credit score, report, and saving opportunities from pre-qualified loan offers. SavvyMoney’s analytics platform provides financial institutions with user credit score trends, market share analysis, and targeted lending campaigns.
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Spiral
Spiral is the award-winning Impact-as-a-Service™ platform that enables community banks to grow deposits and increase engagement through community and environmental impact.
With Spiral, you can:
Embed community impact and sustainability into any bank account, debit card, or credit card
Grow deposits, increase revenue, lower acquisition costs, and promote your brand through community impact, sustainability, and charitable affinity programs
Drive primary financial institution and top-of-wallet status -
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.
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Stratyfy
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/
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Teslar Software
Teslar Software, founded in 2008, is a configurable lending process automation solution that helps community financial institutions streamline processes and workflows so teams can work more efficiently and have the transparency they need to make the best lending decisions. Teslar’s solution takes a highly consultative approach. We know each community bank’s needs are unique. We work alongside bankers to determine the best course of action and offer highly configurable products to meet each bank’s specific needs.
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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.
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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.
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TransUnion
Information is a powerful thing. At TransUnion, we realize that. We are dedicated to finding innovative ways information can be used to help individuals make better and smarter decisions. We help uncover unique stories, trends and insights behind each data point, using historical information as well as alternative data sources. This allows a variety of markets and businesses to better manage risk and consumers to better manage their credit, personal information and identity. Today, TransUnion has a global presence in more than 30 countries and a leading presence in several international markets across North America, Africa, Latin America and Asia. Through the power of information, TransUnion is working to build stronger economies and families and safer communities worldwide.
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TrueDigital
True Digital manages a neutral, insights-driven platform which empowers financial institutions to navigate the world of technology vendors through action-oriented data and connections in a manner native to bankers.
Learn more at https://www.truedigitalgroup.com
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Truent
Truent improves the way businesses identify and connect with financial institutions to create, convert and retain revenue. Truent’s Verified Intent Platform captures signals from verified financial institution employees to deliver true intent that increases pipeline, sales velocity and efficiency. Using data collected and attributed to an identified source provides the highest level of accuracy and eliminates the risk of false positives generated from anonymous signals. Truent’s suite of tools enable sales, marketing and customer success teams to reach financial institutions at the moment of need in a manner that aligns with the unique buying behaviors of regulated businesses.
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Truework
Truework is redesigning the credit system with consumers at the core. On a mission to empower individuals to own and control their personal data, Truework provides an API-enabled platform for income and employment verification that is more efficient, accurate and secure. Using Truework as a Consumer Reporting Agency operating in compliance with FCRA, banks, lenders and background check providers can verify any U.S. employee. Through partnerships with payroll providers such as Gusto, Zenefits, and BambooHR, Truework has the second-largest instant verification network
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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.
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Whiteclay
Provider of bank profitability and CRM Software
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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.
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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 -
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.
Members X-Z
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Xpress Data, Inc.
XDI has substantial experience in document formatting and delivery. Printing, mailing and electronically presenting over 62 million notices, letters, account statements and tax forms in just the last year for credit union members who belong to 145+ financial institutions across dozens of states. XDI’s exclusive focus on member correspondence has helped XDI develop unparalleled capabilities that add value, reduce cost and turn your documents into impressive and efficient member communication tools.
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Xtensifi
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.
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York Public Relations
The nation's only crisis PR firm dedicated exclusively to the financial services & fintech industries.
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ZSuite Technologies
As CSI’s president and CEO, I consider CSI’s membership and participation in AFT an important endeavor for our executives, for many reasons. It allows us to connect with key leaders in financial technology, exchange ideas and develop thought leadership, and contribute to the success of the fintech ecosystem, which includes our customers. The relationships we cultivate through AFT mutually benefit CSI and the industry we serve. CSI was there at the beginning of AFT, and we will be here to support the organization well into the future.
AFT Membership
Are you interested in gaining new perspectives? Are your approaches and techniques effective for today's demanding but growing financial services marketplace?
Get what you need to succeed through membership in the Association for Financial Technology (AFT).
Online Application
Rates
AFT offers a corporate membership for $1,250 that runs from January 1 - December 31.
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For organizations that join after June 1 and before October 1 and are new to AFT, we will provide a one time prorated membership rate of $625 that expires at the end of the year.
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For organizations that join after October 1 and are new to AFT, we will provide a one time extension of the membership through the end of the following year.
Challenge and Opportunity
Financial institutions, technology and service providers, consulting firms... Everyone has witnessed the rapid changes in technology and regulation sweeping the financial services industry. Combined with diverse market dynamics, it's only natural that financial institutions increasingly rely on technology providers like you for guidance and innovation.
AFT provides you with the resources and tools to connect with an expanding network of your peers, to help you stay focused and strong in today's challenging business climate. As an AFT member, you can exchange insights and ideas with other technology thought leaders in an environment of confidence and trust, embracing the knowledge you gain. By building a diverse, critical mass of industry leaders and members, AFT creates vibrant dialogue and compelling content that you can use to innovate, strengthen and grow your organization.
Through your AFT membership, you can discover tangible ways to improve sales, operations and business development, while building business relationships that benefit you and the industry as a whole.
For Its Members, AFT Commits To
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Always provide timely, relevant industry content to you and the marketplace
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Continue to recruit and retain the strongest thought leaders in the industry
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Gain knowledge through the active participation of diverse critical mass of members
This ensures that AFT membership delivers significant opportunities for business improvement and helps foster and reinforce healthy industry relationships.
The Association for Financial Technology has supported the financial technology industry for more than 35 years. The organization's focus is on helping technology companies to succeed in the demanding, rapidly changing financial services market.
AFT Membership Profile
AFT members are technology business leaders who serve the financial services industry, including:
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C-level executives and senior management
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Sales, service, and operations senior managers
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Consulting service providers
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Core and payment service providers
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Ancillary software and service organizations
FinXTech/Bank Director
In response to the rapid technological changes within the banking industry and feedback from industry leaders, Bank Director created FinXTech – a resource that allows banks in the U.S. to discover potential technology partners and solutions. FinXTech brings together top decision-makers from both traditional financial companies and fintechs through our annual conferences, editorial content and online resources.
Through partnership with FinXTech, AFT members can subscribe to receive Bank Director magazine at no charge. In addition, members may receive 15% off of FinXTech partnership packages that may include thought leadership and advertising opportunities.
Please contact Laura Ramsey at (615) 777-8466 or lramsey@bankdirector.com.
CUNA Strategic Services
Credit Union National Association (CUNA) is the only national association that advocates on behalf of all of America’s credit unions, which are owned by 110 million consumer members. CUNA, along with its network of affiliated state credit union leagues, delivers unwavering advocacy, continuous professional growth and operational confidence to protect the best interests of all credit unions.
To learn more about CUNA Strategic Services, visit www.cunastrategicservices.com.
ICBA
The Independent Community Bankers of America® (ICBA), 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 about ICBA’s Corporate Membership program, visit www.icba.org/corporate-members.