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Sponsors
BancAlliance enables its members, the community banks that direct its activities, to prudently diversify into high-quality commercial and consumer loans in a manner consistent with the highest commercial and regulatory standards—without changing the nature or mission of the traditional community bank. For more information, please visit www.bancalliance.com.
Blend is a Silicon Valley technology company transforming the multi-trillion home mortgage industry. Blend’s technology delivers speed and efficiency to lenders so they can serve the modern borrower and safely navigate the industry’s changing rules and regulations. Founded in May 2012, Blend is backed by Peter Thiel, Andreessen Horowitz, Max Levchin, Hans Morris and other leading venture investors. For more information, please visit blendlabs.com.
Bryan Cave is a leading business and litigation firm with more than 1,100 lawyers and consulting professionals in 24 offices worldwide. The Financial Institutions Services Group is a market leading practice whose members have represented banks across the country in matters related to every aspect of the financial services industry. For more information, please visit www.bryancave.com.
CDW is a leading provider of technology solutions and services dedicated to supporting the highest standards of trust and performance for the financial services industry. For over 26 years, CDW has continued to help banks assess and align their IT infrastructures with growth strategies, managing regulatory compliance and costs. For more information, please visit www.cdw.com.
CheckAlt, one of the fastest growing and innovative FinTech companies in the U.S., has delivered consolidated item processing and white label payment solutions to community banks and credit unions since 1989. They help FI’s reduce operating costs, improve efficiency and expand their capabilities to deepen existing and attract new business relationships. For more information, please visit www.checkalt.com.
Commerce Street Capital, LLC is a premier investment banking firm serving financial institutions and middle-market companies. We value client collaboration and build long term relationships on foundation of respect, common goals and integrity. Led by banking veterans, our practices include: mergers, acquisitions, debt/equity private placements, regulatory advisory, valuations/fairness opinions, bank capital services, SBIC funds, corporate finance, due diligence services. Member of FINRA/SIPC. For more information, please visit www.commercestreetcapital.com.
CoverHound is an online platform for comparing and purchasing insurance, built to deliver fast, accurate and actionable rates from leading US carriers based on consumers specific needs. Developed by a team with deep insurance and online financial services experience, CoverHound is dedicated to providing the best in class customer experience. For more information, please visit www.coverhound.com.
Crowe Horwath LLP is one of the largest public accounting and consulting firms in the U.S. With more than 50 years of experience, Crowe has a dedicated team of more than 800 professionals that serve more than 1,800 financial services organizations of all sizes. Crowe knows banking. For more information, please visit www.crowehorwath.com/banking.
Eastern Bank is the largest and oldest mutually owned bank in the U.S. Eastern Labs builds new technologies using the data and digital assets of the bank as the fuel for experimentation. The technologies built by Labs are then spun into the bank or out into new companies. For more information, please visit labs.easternbank.com.
Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for our clients. Fiserv drives innovations that transform experiences for more than 14,500 clients worldwide. For more information, please visit www.fiserv.com.
Geezeo offers more than 400 financial institutions an integrated suite of online tools and services, including its proven Personal Financial Management (PFM) solution. The Geezeo solution is thoughtfully integrated within your online banking platform, giving you the ability to drive growth, engagement and advocacy. For more information, please visit www.geezeo.com.
HomeStory, by Vast uses Vast’s big data and patented analytics platform in service of members’ mortgage needs. Add HomeStory to your website and mobile platforms to improve member retention, reduce acquisition costs and increase mortgage volume. For more information, please visit www.vast.com.
Hovde Group, LLC, a leading financial advisor for over 25 years, provides a full suite of investment banking, capital markets and financial advisory services focused exclusively on the banking industry. They assist clients with all phases of M&A transactions, asset purchases/dispositions, restructurings/recapitalizations, FDIC transactions, capital raises and other strategic options. For more information, please visit www.hovdegroup.com.
Ignite Sales, Inc. delivers patented digital merchandising technology and analytics which have a revolutionary impact on a bank’s ability to accelerate organic growth. By ensuring meaningful customer engagements and by delivering accurate and complete communications, the overall customer experience is enhanced and retention improved. Ignite’s solutions deepen the relationship between banks and their customers due to the natural cross-selling that occurs when customers are already in the process of “buying” and bankers present solutions tied to customer need and not “pushing product.” Ignite’s solutions are completely cloud-based and function throughout all channels including branch, online, mobile and call center and they tie together for that long sought-for seamless buying experience. Ignite’s bank customers experience a breakthrough in the profitability of their distribution channels.
Ignite has won major awards for its innovative solutions including the Stevie Awards (for the entire platform and its impact on relationship management and marketing), the BIG Awards (for business intelligence/analytics) and Monarch Innovation Awards for innovation in small business banking.
Some banks currently benefiting from the Ignite service include, Comerica, Regions, SunTrust, Central Bancompany, Rockland Trust and American National Bank of Texas (ANBTX). Ignite Sales is headquartered in Dallas, Texas. For more information, visit ignitesales.com.
iQuantifi is a RoboPlanner™ that drives revenue and generates leads for banks and other financial institutions by enabling them to scale financial advice to all of their customers. Financial institutions can white-label iQuantifi’s Scenaro platform to provide users with an automated, comprehensive and personalized financial plan that integrates the institution’s products into the advice provided. For more information, visit www.iquantifi.com.
McLagan is part of Aon Hewitt, a business unit of Aon plc (NYSE: AON). For over 50 years, McLagan has specialized in providing compensation consulting, surveys and performance studies to the financial services sector. McLagan’s client base includes the leading global financial service firms, regional/community banks, investment banks, securities firms, investment management organizations, private equity firms and other specialized financial service providers. McLagan emphasizes a balanced analytical approach developing and implementing total rewards solutions that focus on board governance assessments, business strategy, financing, tax and accounting considerations to guide clients in their decision making. McLagan has successfully completed thousands of compensation advisory, planning, design and benchmarking assignments for its clients. For more information, visit www.mclagan.com.To learn more about Aon Hewitt, please visit www.aonhewitt.com.
Mirador offers a cloud-based loan processing platform that applies the power of machine learning and an elegant online borrower experience so lenders can make rapid credit assessments. The digital workflow eliminates paperwork, reduces costs, and drastically shortens the entire time required for banks or credit unions to make a small business loan. For more information, please visit miradorfin.com.
nCino is the leader in cloud banking. Through its Bank Operating System, nCino leverages the power and security of the Salesforce platform to deliver a complete solution. nCino’s technology enables financial institutions of all sizes to expand market share, adapt to meet regulatory compliance, drive profitability and optimize operational transparency. For more information, please visit www.ncino.com.
NYMBUS is transforming the way traditional banks and financial institutions support and interact with their customers. We offer a modern, holistic software system that includes core processing functionality and an impressive suite of applications to improve workflows, automate processes and engage their customers – all in an environment that reduces technology challenges and nurtures constant innovation. For more information, please visit nymbus.com.
Palette provides purchase to pay and supply chain finance solutions to banks, financial institutions and over 2000 clients worldwide. Designed for the cloud (ours or yours), these solutions provide your organization with a new revenue source from existing clients and a platform to attract new business. Stop by and let us tell you how. For more information, please visit www.palette-group.com/.
Piper Jaffray (NYSE: PJC) is a leading investment bank and asset management firm. Our proven advisory teams combine deep product knowledge with sector expertise. Founded in 1895, the firm is headquartered in Minneapolis and has 42 offices across the U.S. and in London, Zurich and Hong Kong (license pending). For more information, please visit www.piperjaffray.com.
PrecisionLender is a web-based pricing management solution used by thousands of lenders daily to price over $12 billion in commercial loans and deposits each month. With PrecisionLender, loan officers can have constructive conversations focusing on the borrower’s needs allowing them to hand-craft a solution that works for both the borrower and bank. For more information, please visit www.precisionlender.com.
Solve and CEO Velocity have developed Profit FI, a business intelligence platform created to increase financial institutions profitability. Profit FI enables a financial institution to turn data into an actionable asset by analyzing/identifying customers along the lines of profitability and value in order to maximize their market potential. For more information, please visit solve100.com
StrategyCorps delivers game-changing mobile, online and other consumer checking related solutions to hundreds of financial institutions nationwide. These innovative solutions deepen customer relationships by connecting with customers’ mobile and online lifestyles better than basic banking. Plus, they monetize mobile and online banking with significant customer-friendly fee income and grow customer adoption rates of these services. For more information, please visit www.strategycorps.com.
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