Experience FinXTech

Agent IQ offers a digital platform, supercharged with AI, that improves communication and engagement between financial institutions and their customers, leading to happier, more loyal and more profitable customers. Agent IQ helps create relationships in the digital world that are just as personal as in the physical world but even more enhanced.

Agent IQ – presenting: FinXTech Connect Tech Talks

Agent IQ – presenting: Partnership Presentation 4: Relationship Banking Beyond the Branch

AKUVO is a leading provider of cloud-based collections software that elevates how financial institutions collect and manage their portfolios. It provides the technology and data necessary to increase collections efficiency, reduce staff costs, anticipate delinquencies, and provide insight into future credit decisions while taking full advantage of emerging technologies. To learn more, visit www.akuvo.com. 

Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly and build thriving digital communities. Alkami helps clients transform through retail and business banking, digital account opening, payment security, and data analytics and marketing solutions. To learn more, visit www.alkami.com.

Alkami Technology, Inc. – presenting: How Financial Institutions Can Embrace Artificial Intelligence

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.

The American Deposit Management Co. [ADM] is your modern cash solution. Since 2009, ADM has been a premier partner across many sectors, including the ever-evolving fintech space. With customized solutions and an experienced team you can trust, allow ADM to help elevate your financial institution.

American Deposit Management, LLC – presenting: Bringing the Digital Deposit Landscape Into Focus

Amount, a premier fintech, drives banking technology for consumer and small business account opening, loan origination, and financing. Developed by industry leaders, it maximizes profitability and agility, granting banks a performance advantage. Seamlessly integrated and compliant, it enables swift deployment of innovative services. Trusted by institutions managing $3.1T in assets and 50 million customers. Explore more at www.amount.com

Apiture delivers award-winning digital banking solutions to banks and credit unions throughout the U.S. Their flexible, highly configurable solutions meet a wide range of financial institutions’ needs, from leveling the playing field with larger institutions to supporting growth through innovative data intelligence and embedded banking strategies. With the API-first approach, their clients can maximize the capabilities of their platform while preserving a seamless user experience. Apiture’s exclusive focus on digital banking, and a team with hundreds of years of collective experience working at U.S. financial institutions, means they’re dedicated to meeting the unique needs of their clients while providing a level of support that’s unmatched in the industry. Apiture is headquartered in Wilmington, North Carolina, with offices in Austin, Texas. To learn more, visit www.apiture.com.

Apiture – presenting: FinXTech Connect Tech Talks

Atmos Financial built the first turnkey solution for banks to profitably lend for rooftop solar and electrification. Banks can offer competitive loans without sacrificing on price or taking on undue risk. There’s no need to learn new industries or build new distribution channels and these can be managed within 30 minutes or less each month.

Atmos Financial – presenting: FinXTech Connect Tech Talks

Offering full digital account opening, lead generation services and product analytics, CD Valet drives new deposits through an online marketplace connecting financial institutions with consumers to compare and open Certificates of Deposits (CD) with the most competitive rates and terms nationwide.

CD Valet – presenting: Bringing the Digital Deposit Landscape Into Focus

CLA exists to create opportunities for their clients, their people and their communities through industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing services. Whether your needs are local or abroad, CLA promises to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CliftonLarsonAllen LLP – presenting: The Risk of Not Doing Something

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies. In addition to its nearly 60-year reputation for personalized service, CSI is shaping the future of banking by swiftly deploying advanced solutions that help its customers rival their competition.

CSI – presenting: FinXTech Connect Tech Talks

Derivative Path, led by capital markets and technology experts, provides a sophisticated cloud-based platform for institutions. It simplifies international payments and OTC Interest Rate, FX, and Commodity Derivatives, enabling effective risk mitigation and financial goal achievement. Explore its comprehensive solutions and unparalleled expertise in the capital markets landscape.

Derivative Path, Inc. – presenting: FinXTech Connect Tech Talks

Derivative Path, Inc. – presenting: Partnership Presentation 2:  Commercial Banking Reimagined: A New Chapter in Financial Services

Directlink is an all-in-one conversational banking platform designed for community banks and credit unions. Seamlessly transition from AI Virtual Agents to human support, meeting real-time customer and member needs. Enjoy secure, compliant, hyper-personalized interactions while effortlessly integrating into your fintech ecosystem for a superior customer experience.

DirectLink – presenting: FinXTech Connect Tech Talks

ebankIT is a fintech company that enables banks and credit unions to deliver the same humanized, personalized, and accessible digital experience on mobile, and web, as well as whatever future channels may come next. Enhanced with flexible and full omnichannel capabilities, ebankIT Digital Banking Platform offers a fast and seamless digital banking transformation.

ebankIT – presenting: FinXTech Connect Tech Talks

FI Navigator provides a U.S. banking vertical data and analytics platform to industry vendors and consultants and the financial institutions they serve. Banking vertical vendors and consultants leverage FI Navigator to augment client strategy, sales and marketing. Financial institutions leverage FI Navigator in strategic planning, technology assessment and acquisition analysis.

Finotta helps banks and credit unions personalize their digital banking experience. Built by bankers, Finotta’s Personified platform is a combination of embedded technologies that help financial institutions generate new revenue streams, reduce costs and better meet the needs of their customers directly in their digital banking channel.

Finotta – presenting: Bringing the Digital Deposit Landscape Into Focus

Green Check Verified – the leader in compliant cannabis banking solutions – provides the technology and resources banks need to safely and profitably work with the legal cannabis industry. GCV has partnered with over 170 financial institutions – from large national banks to community banks – to build and scale programs that match their strategic goals.

Green Check Verified – presenting: Partnership Presentation 1: Mastering Niche Banking Through Advanced Data Technology

HC3 connects financial institutions to their customers. By outsourcing bank statements with HC3, financial institutions leverage document design, digital delivery and print delivery. Through these solutions, banks and credit unions can make a statement that reflects their brand.

HC3 – presenting: Partnership Presentation 3: What to Look for in a Trusted Relationship

ID Dataweb provides digital trust between a bank and its customers. Stop account opening and takeover fraud with secure frictionless identity proofing and risk assessment across all channels – web, mobile app and contact center.

ID Dataweb – presenting: FinXTech Connect Tech Talks

Infinant provides the composable, Virtual Banking Platform deployed as an overlay to a legacy core with minimal impact to bank operations and infrastructure, providing a virtual account system with composable products, money movement, fraud/AML that can enable numerous business models on a single platform, including direct banking-as-a-service, embedded finance and digital brands. The Interlace platform is unique in providing the bank complete control of customers, accounts and transaction processing for operational compliance and regulatory alignment. Banks can succeed in expanding their direct or BaaS distribution channels and growing deposits and revenue while staying above-the-core.

Infinant – presenting: Point/Counterpoint Debate

IntraFi is a trusted partner chosen by more than 3,000 financial institutions nationwide. Protect and grow your company’s customer base by offering access to multi-million-dollar FDIC insurance through participating IntraFi network institutions. With services from IntraFi, fintechs can accommodate larger deposit amounts by diversifying deposits across multiple banks, helping to mitigate volatility and growth concerns.

Jack Henry™ is a well-rounded financial technology company that strengthens 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.

Jack Henry & Associates, Inc. – presenting: What Are You Hearing?

Jack Henry & Associates, Inc. – presenting: FinXTech Connect Tech Talks

Kroll Bond Rating Agency, LLC and its affiliates (KBRA) is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings.

Kinective is the force multiplier banks and credit unions need to scale transformation efforts faster through one connection between fintechs, and banking cores. By delivering access to innovation, Kinective helps financial institutions unlock new services, modernize operations and enhance their competitive edge.

Kinective – presenting: FinXTech Connect Tech Talks

LemonadeLXP is a digital growth platform that turns frontline staff into digital experts and supports digital banking customers. It’s the fastest and easiest way for FIs and fintechs to create the training and support tools you need to grow your digital banking business.

LemonadeLXP – presenting: FinXTech Connect Tech Talks

Lenders Cooperative is a client-owned organization that helps financial institutions improve their lending solutions by providing a powerful loan origination system coupled with professional services – underwriting, SBA LSP, bank operations, marketing, and call center support – empowering financial institutions to streamline internal processes and focus on serving their customers and communities.

Lenders Cooperative – presenting: FinXTech Connect Tech Talks

Merchant’s PACT, a fintech payments firm, integrates with core and digital platforms to empower financial institutions with software, data, and payment solutions. Their solutions keep financial institutions at the center of the account holder experience, modernize SMB and commercial client payment offerings, maximize revenue, and interweave merchant services into digital banking.

Merchant’s PACT – presenting: FinXTech Connect Tech Talks

MeridianLink® (NYSE: MLNK) is a leading provider of cloud-based lending and account origination software solutions for financial institutions.

MeridianLink – presenting: Partnership Presentation 2:  The Path to Digital Maturity:  Fast, Frictionless & Fully-Automated

Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more.

Microsoft – presenting: How Financial Institutions Can Embrace Artificial Intelligence

MJC Partners is a boutique investment bank and advisory firm with offices in Los Angeles, New York and Dallas. The firm offers a full range of strategic, transactional and valuation-related services across multiple industry groups, with a focus on financial institutions, blockchain and fintech companies.

Narmi empowers financial institutions to unlock the latest in digital banking and account opening, enabling them to move faster, tap growth opportunities and be where banking is going. Through an always effortless, current and dependable experience, customers see results like 3x account growth in <30 days and win awards like Nerdwallet's Best Online Experience.

Narmi Inc. – presenting: The Risk of Not Doing Something

Narmi Inc. – presenting: Partnership Presentation 3:  Leveraging Technology to Acquire, Retain and Grow: The BayFirst Blueprint

OneStream’s intelligent finance platform empowers banks to analyze, plan, and simulate retail, commercial and investment banking in a unified interactive environment. Whether focusing on operational efficiency, product innovation or customer satisfaction, OneStream enables business users to enhance decision-making by integrating strategic and financial plans with operational plans.

Plinqit is a fintech company founded by a former banker. Plinqit offers two ways to grow deposits, High Yield Savings by Plinqit and automated savings. With Plinqit’s platform, banks can attract new customers and expand their retail footprint while helping people live their best financial life.

Plinqit – presenting: Partnership Presentation 4:  How a Digital Brand Brought New Life and Deposits to a Historic Bank

R&T Deposit Solutions leverages a tech-enabled platform, to provide banks and wealth managers with flexible cash sweep and deposit funding solutions. R&T’s Demand Deposit Marketplace® Program provides banks with access to millions in reciprocal deposits, and underlying customers with access to expanded levels of FDIC insurance through participating banks.

R&T Deposit Solutions – presenting: The Risk of Not Doing Something

Raisin empowers financial institutions to raise retail deposits with wholesale efficiency. Raisin transforms the way institutions raise deposits nationally through its first-of-its-kind digital funding platform. The Raisin platform acts like a digital branch, fulfilling the full deposit value chain from marketing and account opening to customer service and account maintenance.

Raisin – presenting: FinXTech Connect Tech Talks

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. They are focused on developing leading professionals and services to meet their client’s evolving needs in today’s ever-changing business environment.

RSM US LLP – presenting: The State of the Industry

RSM US LLP – presenting: FinXTech Connect Tech Talks

Shield Compliance transforms how financial institutions serve the legal cannabis market. Its purpose-built BSA/AML compliance management software solution sits behind the financial institution to simplify compliance, automate processes across multiple data sources, create efficiencies, unlock new revenue, and scale operations. With real-time monitoring and comprehensive reporting capabilities, Shield Compliance sets the standard for compliance excellence in cannabis banking.

Shield Compliance, LLC – presenting: Partnership Presentation 1:  Cannabis Banking: Tech-Driven Compliance for Growth

Torpago is the modern alternative to the traditional corporate credit card. Through innovative spend management software, robust card issuing capabilities, and a modular approach, Torpago empowers financial institutions to offer white labeled, industry-leading payment solutions to their customers.

Torpago, Inc. – presenting: FinXTech Connect Tech Talks

The True Digital Platform is a collaborative network designed for banks to optimize vendor relationships. Banks can discover new vendors, manage and optimize their vendor relationships, diligence and monitor their vendors, and connect with peers across the industry. The True Digital Platform results in improved decision-making, onboarding, monitoring, and innovation.

White Clay is a software solution that curates customer data to show full relationships, their profitability, and ways to deepen and optimize those relationships. This is displayed in an actionable dashboard, so bankers, managers, and executives can make smarter decisions to drive better returns.

White Clay – presenting: FinXTech Connect Tech Talks

White Clay – presenting: How Financial Institutions Can Embrace Artificial Intelligence

Wysh’s innovative deposit solution, Life Benefit, helps financial institutions grow, retain, and differentiate their deposit offering by seamlessly embedding life insurance onto a consumer’s accounts. Worth 1-10% of the consumer’s account balance, Life Benefit encourages consumers to grow and maintain funds; thereby enhancing brand loyalty while strengthening FI’s balance sheet.

Wysh Life and Health Insurance Company – presenting: FinXTech Connect Tech Talks