Thank You To Our Sponsors
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.
Chief Marketing Officer
–Agent IQ
CEO
–LemonadeLXP
President & Founder
–White Clay
CEO
–Raisin
Chief Product Officer
–Derivative Path, Inc.
Chief Retail & Product Officer
–Texas First Bank
Chief Marketing Officer
–Agent IQ
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.
General Manager, Banking and Fintech
–Microsoft
Director, Product Management
–Alkami Technology, Inc.
President & Founder
–White Clay
Banking & Fintech Editor
–Bank Director
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.
Founder & CEO
–Finotta
Director, Government and Institutional Funds
–American Deposit Management, LLC
Head of Marketing
–CD Valet
Editor-in-Chief
–Bank Director
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.
Head of Product
–Directlink
CEO
–Torpago, Inc.
VP Market Development
–ebankIT
VP, Sales
–Apiture
President & National Sales Director
–Lenders Cooperative
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.
SVP, Markets & Strategy
–Kinective
CEO & Co-founder
–Atmos Financial
Director, Management Consulting, Financial Institutions Advisory
–RSM US LLP
Global Financial Services Leader
–ID DataWeb
Director of Digital Engagement
–Jack Henry
RESOURCES
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.
Founder & CEO
–Finotta
Director, Government and Institutional Funds
–American Deposit Management, LLC
Head of Marketing
–CD Valet
Editor-in-Chief
–Bank Director
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.